Tfs Finl Corp SEC Filings

TFS Financial Corporation reported modestly higher results for the quarter ended March 31, 2026. Net income rose to $23.2 million from $21.0 million a year earlier, and diluted EPS increased to $0.08 from $0.07. Net interest income for the first six months reached $153.5 million, up from $140.4 million, as loan interest outpaced funding costs. Total assets were $17.48 billion, with loans held for investment of $15.74 billion and an allowance for credit losses of $74.9 million. Deposits declined to $10.19 billion from $10.45 billion, while FHLB borrowings increased. The company maintained strong mutual holding company ownership, with 81.0% of common shares held by Third Federal Savings, MHC.

TFSL notice of proposed sales under Rule 144: a broker/issuer filing lists multiple tranches of restricted stock and performance shares proposed for sale. The filing names Morgan Stanley Smith Barney LLC Executive Financial Services as filer and shows the filing date 05/06/2026.

TFS Financial CORP Chief Operating Officer Andrew J. Rubino reported an open-market sale of 6,600 shares of common stock at a weighted-average price of $15.18 per share on May 6, 2026. Following this sale, he directly holds 21,310 common shares and indirectly holds 13,887 shares through an ESOP.

Rubino also reports equity awards that remain outstanding, including 11,000 stock options with a $14.74 exercise price expiring on January 5, 2028, 9,800 performance share units earned at 100% of target, and multiple restricted stock unit grants scheduled to vest in annual installments beginning in 2024, 2025, and 2026.

TFS Financial CORP Chairman, President and CEO Marc A. Stefanski reported a personal wealth transfer rather than a market trade. He made bona fide gifts totaling 3,000 shares of common stock on May 5, 2026, including 1,500 shares held indirectly through his spouse and 1,500 shares held directly. After these gifts, he continues to hold common stock both directly and through various indirect accounts and trusts, and also maintains large awards of restricted and performance stock units that can convert into TFS Financial common shares under previously disclosed vesting schedules.

TFS Financial Corporation reported higher earnings for the quarter and six months ended March 31, 2026. Quarterly net income rose 4.0% to $23.2 million, helped by a record $77.8 million in net interest income as deposit costs eased and Smart Rate ARMs reset higher.

For the first half of fiscal 2026, net income increased to $45.5 million, up 4.8% from a year earlier, while net interest income grew 9.3% to $153.5 million. Credit quality metrics remained strong, and total assets were $17.48 billion with a Tier 1 leverage ratio of 10.77%, above “well-capitalized” regulatory thresholds. The company also continued dividends and stock repurchases.

TFS Financial Corporation, parent of Third Federal Savings and Loan, announced that long‑time executive and current Chief Financial Officer and Board member Meredith S. Weil will retire effective January 2027.

James E. LaRocca, age 42, will join Third Federal as Finance and Accounting Officer on June 29, 2026, and is expected to succeed Ms. Weil as CFO upon her retirement. LaRocca is a certified public accountant and previously served as Executive Vice President and CFO of Westfield Bank in Ohio.

Third Federal describes itself as a leading provider of savings and mortgage products with assets of $17.50 billion as of December 31, 2025, operating branches in Ohio and Florida and lending across 28 states and the District of Columbia.

TFS Financial CORP director Anthony J. Asher reported an indirect open-market purchase of 5,000 shares of Common Stock at $13.37 per share. After this transaction, indirect holdings stood at 49,314 common shares held as a trust beneficiary. The filing also shows 5,000 Restricted Stock Units, each representing a contingent right to one common share with dividend-equivalent cash rights, granted on December 18, 2025 and vesting in three equal annual installments beginning December 10, 2026.

TFS Financial Corporation reported results of its annual stockholder meeting held in Cleveland, Ohio. Stockholders elected four directors — William C. Mulligan, Terrence R. Ozan, Marc A. Stefanski, and Daniel F. Weir — each to serve a three-year term expiring in 2029.

Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with 246,358,243 votes in favor, 19,330,400 against, and 467,730 abstentions, plus 8,339,933 broker non-votes. In addition, they ratified the selection of Deloitte & Touche LLP as independent accountant for the fiscal year ending September 30, 2026, with 273,474,526 votes for, 787,973 against, and 233,807 abstentions.

TFS Financial Corporation declared a quarterly cash dividend of $0.2825 per share of common stock. The dividend will be paid on March 25, 2026 to shareholders of record on March 11, 2026.

Third Federal Savings and Loan Association of Cleveland, MHC, which owns 227,119,132 shares, or 81% of the Company’s common stock, has waived its right to receive this dividend under a previously approved waiver program. That program, supported by member approval and Federal Reserve non‑objection on July 8, 2025, permits the MHC to waive dividends up to an aggregate of $1.13 per share through July 8, 2026, and it has already waived $0.565 per share for dividends in the quarters ended September 30 and December 31, 2025.

TFS Financial, the holding company for Third Federal, reported total assets of $17.46 billion as of September 30, 2025 and focuses on savings and mortgage products across multiple states.