WaFd, Inc. (WAFD) – What Are Analysts Saying About This Stock?

WaFd, Inc. (NASDAQ:WAFD) has received a consensus recommendation of “Moderate Buy” from the five analysts that are currently covering the firm, MarketBeat reports. Three analysts have rated the stock with a hold rating, one has issued a buy rating and one has given a strong buy rating to the company. The average twelve-month target price among analysts that have issued a report on the stock in the last year is $35.25.

A number of brokerages recently issued reports on WAFD. Weiss Ratings cut WaFd from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, September 3rd. DA Davidson reduced their target price on WaFd from $40.00 to $37.00 and set a “neutral” rating for the company in a report on Wednesday, September 9th. Zacks Research upgraded WaFd from a “hold” rating to a “strong-buy” rating in a research report on Monday, October 5th. Finally, Piper Sandler lowered their price target on shares of WaFd from $36.00 to $32.00 and set a “neutral” rating on the stock in a report on Thursday, October 1st.

Institutional Trading of WaFd

Hedge funds and other institutional investors have recently bought and sold shares of the company. Baron Wealth Management LLC lifted its stake in WaFd by 3.8% during the first quarter. Baron Wealth Management LLC now owns 8,720 shares of the bank’s stock worth $274,000 after purchasing an additional 323 shares during the last quarter. HB Wealth Management LLC lifted its stake in shares of WaFd by 3.5% in the 2nd quarter. HB Wealth Management LLC now owns 10,514 shares of the bank’s stock valued at $403,000 after purchasing an additional 356 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new position in shares of WaFd in the 2nd quarter valued at about $26,000. Assetmark Inc. grew its holdings in shares of WaFd by 3,620.0% during the 1st quarter. Assetmark Inc. now owns 930 shares of the bank’s stock worth $29,000 after purchasing an additional 905 shares during the period. Finally, Amundi grew its holdings in shares of WaFd by 9.4% during the 1st quarter. Amundi now owns 12,668 shares of the bank’s stock worth $398,000 after purchasing an additional 1,093 shares during the period. Institutional investors own 83.71% of the company’s stock.

Key Headlines Impacting WaFd

Here are the key news stories impacting WaFd this week:

• Positive Sentiment: WaFd reported fiscal 2026 net income of $256 million and diluted EPS of $3.21, representing a 22% increase in EPS from the prior year. Fourth-quarter revenue also exceeded analyst expectations, supporting the case for continued earnings momentum. WaFd Announces Fiscal 2026 Earnings and 22% Increase in EPS
• Positive Sentiment: Analysts highlighted quarterly EPS of $0.85, slightly above the $0.84 consensus estimate and up from $0.72 a year earlier. Reported revenue of approximately $220.4 million also surpassed expectations near $203.7 million. WaFd Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: WaFd sold $543 million of single-family residential loans during the quarter, helping manage balance-sheet exposure and generate liquidity. Full-year credit loss rates were a relatively low 22 basis points despite one borrower default. WaFd: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Management’s earnings call focused on business growth and the company’s merger, which could create longer-term strategic benefits but introduces integration and execution risks for investors. Washington Federal Earnings Call Highlights Growth and Merger
• Negative Sentiment: Quarterly EPS figures vary by report: the company’s release cited diluted EPS of $0.76, while third-party earnings reports cited $0.85. This discrepancy may create uncertainty about the underlying quarter and contribute to cautious trading. WaFd Fiscal 2026 Earnings Announcement

WaFd Stock Performance

Shares of NASDAQ WAFD opened at $29.15 on Tuesday. The business’s 50-day moving average price is $33.50 and its two-hundred day moving average price is $35.00. The company has a debt-to-equity ratio of 1.20, a current ratio of 0.98 and a quick ratio of 0.98. WaFd has a one year low of $26.31 and a one year high of $39.49. The company has a market capitalization of $2.16 billion, a P/E ratio of 9.08 and a beta of 0.89.

WaFd (NASDAQ:WAFD) last issued its earnings results on Thursday, October 15th. The bank reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.84 by $0.01. The company had revenue of $220.44 million for the quarter, compared to analyst estimates of $203.66 million. WaFd had a return on equity of 8.98% and a net margin of 18.47%. Analysts anticipate that WaFd will post 3.52 earnings per share for the current fiscal year.

WaFd Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Friday, August 21st were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Friday, August 21st. This represents a $1.08 annualized dividend and a yield of 3.7%. WaFd’s payout ratio is currently 34.07%.

WaFd Company Profile

WaFd, Inc is a bank holding company headquartered in Seattle, Washington, and the parent company of WaFd Bank. Founded in 1917 as Washington Federal, the company adopted the WaFd name in 2024. WaFd Bank provides banking and financial services to individuals, families, businesses and nonprofit organizations.

The bank offers deposit accounts, residential mortgage lending, home equity financing, commercial real estate loans, commercial and industrial lending, construction financing and consumer banking products.