WAFD INC — Form 8-K
Filed September 8, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
WAFD, Inc. (Nasdaq-listed, ~$2.3B market cap) and EverBank Financial Corp executed a definitive merger agreement dated September 6, 2026. Under the all-stock deal, EverBank shareholders will receive WaFd common stock at an Exchange Ratio calculated by dividing (WaFd Issued Shares plus WaFd-Share Equivalent of EverBank Options Exercise Price) by EverBank Gross Diluted Shares. The Ownership Ratio is fixed at 59.175%/40.825%, establishing WaFd ownership post-merger. As of Sept 4, 2026: EverBank had 20.76M common shares outstanding + 675K preferred shares; WaFd had 74.01M common shares + 300K preferred outstanding. Closing targeted for late 2026 after regulatory approvals.
Why this rating
Material M&A accretive to WaFd (buyer, ~59% of combined entity); combines two mid-cap regional banks; regulatory risk present but standard for bank deals; deal size meaningful relative to WaFd's $2.3B market cap.
Tradability signal
NO TRADE
No trade: positive news with no measurable pre-read move — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: +0.27% over 4 hrs, n=30).
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
at our read · unknown $16.56 | +10 min · unknown $16.56 ▲ 0.00% | +30 min · unknown $16.56 ▲ 0.00% | +1 hr pending | +4 hrs pending |
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
See more from September 8, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.