Capitol Federal Financial, Inc. — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Capitol Federal Financial (CFFN, $720.8M market cap) reported Q3 2026 net income of $23.6M ($0.19 EPS) vs. $20.1M prior quarter. Net interest margin expanded 7 bps to 2.31%; commercial loans grew $155.2M in Q3 to $2.47B (30% of portfolio vs. 26% a year ago). The company repurchased 1,837,832 shares at $7.73/share ($15.5M) and paid $10.6M dividends ($0.085/share); tangible book value per share rose to $8.04. For the nine-month period, the company repurchased 6.37M shares ($45.9M total) and paid $37.5M in dividends ($0.295/share), including a $0.04 special dividend.
Why this rating
Solid mid-single-digit NII growth, ongoing successful portfolio remix (one-to-four-family down $302M; commercial up $357M YTD), steady capital returns ($2.09B cumulative since 2010), and strong asset quality metrics typical of execution phase, not transformational change relative to company size.
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