Stock Fundamentals

Company Information

Company Name
WaFd, Inc.
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: US9388241096
CIK: 0000936528
CUSIP: 938824109
Currency: USD
Full Time Employees: 2,070
Phone: 206 624 7930
Fiscal Year End: September
IPO Date: Mar 26, 1990
Description:

WaFd, Inc. operates as the bank holding company for Washington Federal Bank that provides lending, depository, insurance, and other banking services in the United States. The company provides deposit products, including business and personal checking accounts, and term certificates of deposit, as well as money market accounts and passbook savings accounts. It offers single-family residential, construction, land acquisition and development, consumer lot, multi-family residential, commercial real estate, home equity, business, and consumer loans, as well as commercial and industrial loans. In addition, the company offers insurance brokerage services, such as individual and business insurance policies; holds and markets real estate properties; and debit and credit cards, as well as acts as the trustee. Additionally, it provides technology and data services; and personalized financial guidance and investment services. It serves consumers, mid-sized and large businesses, and owners and developers of commercial real estate. The company was formerly known as Washington Federal, Inc. and changed its name to WaFd, Inc. in September 2023. WaFd, Inc. was founded in 1917 and is headquartered in Seattle, Washington.

Address:

425 Pike Street, Seattle, WA, United States, 98101

Directors & Officers

Name Title Year Born
Mr. Brent J. Beardall CPA President, CEO & Vice Chairman 1971
Ms. Kelli J. Holz CPA Executive VP & CFO 1969
Ms. Kim E. Robison Executive VP & COO 1970
Mr. Ryan M. Mauer Executive VP & Chief Credit Officer 1971
Ms. Cathy E. Cooper Executive VP, Chief Experience Officer & Corporate Secretary 1966
Ms. Blayne A. Sanden Senior VP & Principal Accounting Officer 1977
Mr. Brad Goode Chief of Communications, Marketing & Community Relations and Senior VP NA
Lisa M. King Senior Vice President of Human Resources NA
Mr. Keith D. Taylor Senior Vice President of Corporate Real Estate and Treasurer NA
Mr. Robert C. Zirk Senior VP & Controller NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 06, 2026 Cathy E Cooper N/A Sale 5.30K $33.77 $178.98K
Dec 03, 2025 Brent J Beardall N/A Purchase 3.00K $16.85 $50.55K
Nov 26, 2025 Brent J Beardall N/A Purchase 3.00K $16.55 $49.65K
Sep 17, 2025 Sean Singleton N/A Sale 1.00K $31.71 $31.84K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 11.04M Mar 31, 2026 14.95% $0.01 -2.88%
Vanguard Group Inc 8.78M Dec 31, 2025 11.88% $0.00 -3.01%
Dimensional Fund Advisors, Inc. 4.95M Mar 31, 2026 6.69% $0.03 -0.69%
State Street Corp 4.22M Mar 31, 2026 5.71% $0.00 2.37%
AllianceBernstein L.P. 3.57M Mar 31, 2026 4.84% $0.04 15.02%
Fuller & Thaler Asset Management Inc 3.25M Mar 31, 2026 4.40% $0.34 -51.66%
American Century Companies Inc 2.21M Mar 31, 2026 2.99% $0.04 5.11%
Geode Capital Management, LLC 1.95M Mar 31, 2026 2.64% $0.00 0.54%
Systematic Financial Management LP 1.54M Mar 31, 2026 2.08% $1.11 -1.23%
Frontier Capital Management CO Inc 1.07M Mar 31, 2026 1.45% $0.35 -4.22%
Charles Schwab Investment Management Inc 1.06M Mar 31, 2026 1.43% $0.01 -1.92%
Bank of America Corp 905.86K Mar 31, 2026 1.23% $0.00 28.10%
Ameriprise Financial Inc 850.85K Mar 31, 2026 1.15% $0.01 -6.50%
Northern Trust Corp 785.60K Mar 31, 2026 1.06% $0.00 1.55%
Morgan Stanley - Brokerage Accounts 778.57K Mar 31, 2026 1.05% $0.00 3.43%
Wells Fargo & Co 764.14K Mar 31, 2026 1.03% $0.00 -23.83%
Bank of New York Mellon Corp 675.83K Mar 31, 2026 0.91% $0.00 -5.12%
D. E. Shaw & Co LP 551.85K Mar 31, 2026 0.75% $0.01 54.19%
Two Sigma Investments LLC 551.70K Mar 31, 2026 0.75% $0.01 239.11%
UBS Group AG 542.63K Mar 31, 2026 0.73% $0.00 166.59%

Shares Statistics

Shares Outstanding: 73.89M
Shares Float: 73.01M
% Insiders: 172.30%
% Institutions: 8,542.60%
Short % Float: 5.90%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 4.59M 6.22% ▲ 0.00% Apr 30, 2026
2 FullerThaler Behavioral Small-Cap Value 2.84M 3.85% ▲ 1.36% Mar 31, 2026
3 Undiscovered Managers Behavioral Val L 2.66M 3.60% ▲ 1.29% Mar 31, 2026
4 Vanguard Total Stock Mkt Idx Inv 2.45M 3.32% ▲ 0.40% Apr 30, 2026
5 iShares Russell 2000 ETF 1.83M 2.48% ▲ 0.00% Apr 30, 2026
6 Avantis US Small Cap Value ETF 1.79M 2.42% ▲ 0.00% Apr 30, 2026
7 Vanguard Small Cap Index 1.75M 2.36% ▼ 0.42% Apr 30, 2026
8 Vanguard Small Cap Value Index Inv 1.12M 1.52% ▲ 0.78% Apr 30, 2026
9 DFA US Small Cap Value I 1.10M 1.48% ▲ 0.00% Mar 31, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 854.44K 1.16% ▲ 0.70% Apr 30, 2026

Valuation Metrics

Enterprise Value: $5.34B
Trailing P/E: 11.33
Forward P/E: 13.55

Financial Highlights

Market Cap: $2.55B
P/E Ratio: $11.33
PEG Ratio: $1.85
Book Value: $36.30
Dividend/Share: $0.54
Dividend Yield: 1.53%
Earnings/Share: $3.05
Profit Margin: 33.60%
Operating Margin: 45.80%
ROA (TTM): 0.91%
ROE (TTM): 8.39%
Revenue (TTM): $750.81M
Revenue/Share (TTM): $9.66
Earnings Growth (YOY): 26.40%
Revenue Growth (YOY): 9.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-09-30 0.15x 0.60x 0.89x 0.42x 6.07x
2024-09-30 0.24x 1.11x 0.89x 0.36x 8.54x
2023-09-30 0.19x 3.01x 0.89x 0.92x 22.46x
2022-09-30 0.17x 1.83x 0.89x 4.18x 11.42x
2021-09-30 0.27x 1.43x 0.89x 2.70x 11.41x
2020-09-30 0.29x 2.25x 0.89x 1.44x 17.51x
2019-09-30 0.16x 1.57x 0.88x 1.38x 10.89x
2018-09-30 0.14x 2.01x 0.87x 1.91x 13.19x
2017-09-30 0.15x 1.80x 0.87x 2.19x 12.15x
2016-09-30 0.22x 1.15x 0.87x 2.13x 8.52x
2015-09-30 0.25x 1.75x 0.87x 2.13x 12.81x
2014-09-30 0.36x 1.90x 0.87x 1.91x 14.34x
2013-09-30 0.29x 1.09x 0.85x 1.72x 8.41x
2012-09-30 0.30x 1.13x 0.85x 1.12x 8.61x
2011-09-30 0.09x 0.84x 0.86x 0.76x 7.75x
2010-09-30 0.10x 1.67x 0.86x 0.46x 23.80x
2009-09-30 0.06x 1.88x 0.86x 0.24x 40.54x
2008-09-30 0.02x 2.83x 0.89x 0.24x 37.71x
2007-09-30 0.02x 2.76x 0.87x 0.58x 17.04x
2006-09-30 0.02x 2.29x 0.86x 0.80x 12.79x
2005-09-30 0.12x 2.09x 0.86x 1.14x 11.43x
2004-09-30 0.11x 1.25x 0.84x 1.20x 7.18x
2003-09-30 0.30x 1.75x 0.86x 1.15x 8.61x
2002-09-30 0.22x 1.20x 0.87x 0.98x 5.28x
2001-09-30 0.01x 3.45x 0.88x 0.55x 16.38x
2000-09-30 0.01x 3.90x 0.89x 0.54x 17.79x
1999-09-30 0.01x 2.54x 0.88x 0.72x 11.94x
1998-09-30 0.01x 1.30x 0.86x 0.69x 6.51x
1997-09-30 0.02x 0.42x 0.87x 0.63x 1.97x
1996-09-30 0.02x 0.10x 0.89x 0.54x 0.43x
1995-09-30 0.02x 0.10x 0.87x 0.65x 0.47x
1994-09-30 0.02x 0.11x 0.86x 1.18x 0.40x
1993-09-30 0.02x 0.12x 0.85x 1.19x 0.42x
1992-09-30 0.02x 0.14x 0.85x 0.87x 0.50x
1991-09-30 0.03x 1.07x 0.87x 0.59x 4.02x
1990-09-30 0.02x 1.67x 0.88x 0.48x 6.19x
1989-09-30 0.02x 0.78x 0.89x 0.49x 2.66x
1988-09-30 N/A N/A N/A N/A 0.00x
1987-09-30 N/A N/A N/A N/A 0.00x
1986-09-30 N/A N/A N/A N/A 0.00x
1985-09-30 N/A N/A N/A N/A 0.00x

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