TFS Financial

TFSL

Market cap $4.47B

TFS Financial Corporation appears overvalued with a 48x P/E and 2.3x P/B despite weak profitability metrics. The 7.1% dividend yield is fully priced in and structurally dependent on the mutual holding company's annual refusal to accept dividends. TFSL's profitability is constrained by low ROE (4.8%), ROA (0.52%), and a net interest margin of 1.84%, with limited growth prospects.

CLEVELAND--(BUSINESS WIRE)--TFS Financial Corporation (NASDAQ: TFSL) (the “Company”), the holding company for Third Federal Savings and Loan Association of Cleveland (the “Association”), today announced that the Board of Directors declared a quarterly cash dividend of $0.2825 per share, payable on June 24, 2026, to stockholders of record on June 10, 2026. Third Federal Savings and Loan Association of Cleveland, MHC (the “MHC”), the mutual holding company of the Company and owner of 227,119,132.

CLEVELAND--(BUSINESS WIRE)--TFS Financial Corporation (Nasdaq: TFSL), (the “Company”), the holding company for Third Federal Savings and Loan Association of Cleveland, announced that Third Federal Savings and Loan Association of Cleveland, MHC, (the “MHC”), the mutual holding company that owns 81% of the Company's outstanding common stock, will hold a special meeting of its members. The meeting will include a vote on a proposal to waive the MHC's right to receive quarterly dividends totaling up.

The headline numbers for TFS Financial (TFSL) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

TFS Financial (TFSL) came out with quarterly earnings of $0.08 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago.

CLEVELAND--(BUSINESS WIRE)--TFS Financial Corporation (NASDAQ: TFSL) (the "Company," "we," "our"), the holding company for Third Federal Savings and Loan Association of Cleveland (the "Association"), today announced results for the quarter and six months ended March 31, 2026. "During the quarter, we had a 4% increase in net income and a record $77.8 million in net interest income,” said Chairman and CEO Marc A. Stefanski. “Our results were driven primarily by increasing yields from Smart Rate A.

CLEVELAND--(BUSINESS WIRE)--Today, Third Federal Savings & Loan Association of Cleveland (Third Federal), the primary business subsidiary of TFS Financial Corporation (Nasdaq: TFSL), announced the retirement of Meredith S. Weil as a member of the Board of Directors and Chief Financial Officer (CFO), effective January 2027. As a part of the statement, the company also announced that James E. LaRocca will be joining Third Federal as Finance and Accounting Officer on June 29, 2026. Ms. Weil ha.

CLEVELAND--(BUSINESS WIRE)--To further support the financial needs and objectives of its customers, Third Federal (Nasdaq: TFSL) is partnering with Clearstead Advisory Solutions (CAS), a division of Cleveland-based Clearstead Advisors, LLC (Clearstead), to provide access to wealth management services, including investment management, retirement guidance, and financial planning, to its customers across the country. Introductions to Clearstead Advisory Solutions are now being offered to all Third.

CLEVELAND--(BUSINESS WIRE)-- #banking--Third Federal announced today that the company was named among the top 500 financial services companies in the US for customer service in 2026 by USA TODAY and its research partner, Plant-A Insights. The top companies list is based on a survey of nearly 60,000 customer experiences, and measured professional competence, solution orientation, transparency, reliability, and friendliness, among other criteria. An initial group of 13,000 credit unions, banks, life insurer.

CLEVELAND--(BUSINESS WIRE)--TFS Financial Corporation (NASDAQ: TFSL) (the “Company”), the holding company for Third Federal Savings and Loan Association of Cleveland (the “Association”), today announced that the Board of Directors declared a quarterly cash dividend of $0.2825 per share, payable on March 25, 2026, to stockholders of record on March 11, 2026. Third Federal Savings and Loan Association of Cleveland, MHC (the “MHC”), the mutual holding company of the Company and owner of 227,119,13.