WAFD INC — Form 8-K
Filed October 16, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
WaFd reported fiscal 2026 net income of $256M (EPS $3.21, +22% YoY) and Q4 net income of $60M (EPS $0.76). Key metrics: transaction deposits +4.6% to $12.9B; active loan originations +7.9% YoY; non-performing assets fell 37% to 0.32% of assets after $36M charge-off on resolved large loan. On September 7, 2026, WaFd announced a definitive merger agreement with EverBank (specific terms not disclosed in this filing). Paid 174th consecutive quarterly dividend of $0.27/share on September 4, 2026. Repurchased 4.7M shares at avg $31.00.
Why this rating
Merger announcement is material (size undisclosed, but strategic). FY26 EPS growth +22% and asset quality improvement are strong. Relative to $2.3B market cap, deal and operational improvements are significant but not yet transformational.
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