Every material Form 8-K TFS Financial CORP has filed with the SEC since July 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
TFS Financial reported fiscal 2026 net income of $100.7 million, up 10.7% from $91.0 million in fiscal 2025, and diluted earnings per share of $0.35 versus $0.32. Fourth-quarter net income fell 19.0% to $24.7 million from $30.5 million in the prior quarter, and total loan delinquencies rose to $60.7 million from $34.7 million a year earlier.
Fiscal 2026 net income was $100.7 million, up $9.7 million or 10.7% from $91.0 million; diluted EPS was $0.35 versus $0.32.
Net interest margin rose to 1.88% for fiscal 2026 from 1.76%; net interest income increased $29.1 million to $321.8 million.
Quarter ended September 30, 2026 net income was $24.7 million, down $5.8 million or 19.0% from $30.5 million for the quarter ended June 30, 2026.
Total loan delinquencies were $60.7 million, or 0.37% of total loans, at September 30, 2026, versus $34.7 million a year earlier.
TFS Financial's board declared a quarterly cash dividend of $0.3175 per share, payable September 23, 2026, to holders of record on September 9, 2026. The mutual holding company, which owns 81% of common stock, has waived its right to receive the dividend on its shares, so public shareholders receive the payout on their shares.
Dividend of $0.3175 per share, payable September 23, 2026, to shareholders of record as of September 9, 2026
MHC owns 227,119,132 shares, or 81% of common stock outstanding, and has waived its dividend on those shares
MHC waiver covers up to $1.27 per share through July 7, 2027, after waiving $1.13 per share over the four quarters ending June 30, 2026
TFS Financial reported net income of $30.5 million, or $0.11 per share, for the quarter ended June 30, 2026, up from $23.2 million, or $0.08 per share, in the prior quarter, and it described the result as record earnings. Nine-month net income rose 17.1% to $76.1 million, though deposits fell during the period. Separately, the mutual holding company that owns 81% of the stock may waive up to $1.27 per share in dividends through July 7, 2027, which would reduce cash paid to public shareholders relative to the MHC's share.
Quarterly net income rose $7.3 million, or 31.4%, to $30.5 million; net interest income rose 4.6% to $81.4 million
Nine-month net income was $76.1 million, up $11.1 million, or 17.1%, from $65.0 million a year earlier
Deposits decreased $195.0 million to $9.99 billion in the quarter, while borrowed funds rose $668.5 million to $5.81 billion
Members of the MHC approved the dividend waiver on July 7, 2026, with 97% of votes cast in favor; the MHC previously waived $1.13 per share over the four quarters ended June 30, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every TFS Financial CORP filing is on SEC EDGAR ↗. 8-K briefs of other companies →