TFSL TFS Financial Corporation

This article analyzes TFS Financial Corporation (TFSL) using AI models to determine its effect on rotational strategy timing, highlighting strong near-term sentiment and a mid-channel oscillation pattern. It presents three institutional trading strategies tailored for different risk profiles, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The analysis identifies an exceptional 17.0:1 risk-reward setup, targeting a 4.9% gain versus 0.3% risk.

TFS Financial (TFSL) reported strong Q3 results with a 14% year-on-year revenue increase and record annual earnings. Despite this performance and a solid year-to-date share price return, the company's valuation appears stretched, trading at a P/E of 44.6x compared to a peer average of 14.9x. A discounted cash flow (DCF) model suggests a fair value of $1.39, indicating significant overvaluation compared to its current share price of $14.31.

TFS Financial (TFSL) recently reported record fiscal 2025 earnings of US$91 million, a 14.3% increase, driven by improved net interest margins and higher mortgage originations. The company also declared a quarterly dividend of US$0.2825, which its mutual holding company waived, directing more cash to public shareholders and indicating internal confidence. This financial performance and capital allocation strategy are key elements shaping TFS Financial's investment narrative, particularly considering its conservative, income-focused approach.

TFS Financial (NASDAQ:TFSL) Director Anthony Asher recently purchased 1,439 shares of the company's stock, increasing his holdings by 3.82%. The transaction was valued at $19,987.71 and raised his total stake to 39,114 shares. The company also announced a quarterly dividend of $0.2825 per share, yielding 8.1%, despite a high payout ratio of 353.13%.

This article analyzes the Q3 2025 earnings for thrifts & mortgage finance stocks, highlighting TFS Financial (TFSL) as a key performer. It details results for several companies including Ellington Financial (EFC), WaFd Bank (WAFD), PennyMac Financial Services (PFSI), and AGNC Investment (AGNC), noting revenue beats and misses against analyst expectations. The piece also provides a brief market update, discussing the impact of Fed rate hikes and recent stock market performance.

Ashley Williams, a director at TFS Financial (NASDAQ:TFSL), recently sold 7,600 shares of the company's stock for over $103,000, reducing her total holdings by 31.52%. The company's stock traded down 0.1% recently, with a market cap of $3.85 billion and a P/E ratio of 42.94. TFS Financial also announced a quarterly dividend, offering an 8.2% yield, and recently beat its Q3 EPS estimates.