WAFD Wafd (WAFD) Insider Trading, Ownership & Congress Trades
Banks · National commercial banks · CIK 0000936528
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
163
13F, latest reported quarter
Wafd insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for WAFD INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Jan 23, 2023.
- The trade is 18.9% of the 116,099 shares held after it.
- No other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Operations Officer Robison Kim E sold about $776.2K of WAFD on Apr 24, 2026, the largest insider sale at the company on our record; 163 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Nov 4, 2024.
- The trade is 5.6% of the 94,755 shares held after it.
- No other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Consumer Banker Cooper Cathy E sold about $179.0K of WAFD on Feb 6, 2026, the largest insider sale at the company since 2024; 163 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Nov 26, 2025.
- -4.8% median (-4.8% mean) 90-day return after 2 previous buys.
- The trade is 50.0% of the 6,000 shares held after it.
- No other insider bought within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO BEARDALL BRENT J bought about $50.6K of WAFD on Dec 3, 2025, the largest insider purchase at the company since 2023; 163 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Mar 13, 2023.
- The trade is 100.0% of the 3,000 shares held after it.
- No other insider bought within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO BEARDALL BRENT J bought about $49.6K of WAFD on Nov 26, 2025, the largest insider purchase at the company since 2023; 163 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.8% of the 9,278 shares held after it.
- No other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Singleton Sean sold about $31.8K of WAFD on Sep 17, 2025; 163 funds added in the latest 13F quarter.40 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
163 funds bought in last quarter
more than 71% of Banks
Revenue
+7.8% year over year
more than 63% of Banks
Margin
762.5% net margin
more than 89% of Banks
Buybacks
$145.5M repurchased, FY to 2026-06-30
more than 87% of Banks
Short interest
7.5% of the float short (float per yahoo 2026-10-26) · 3.8 days to cover · settled 2026-09-30
more than 92% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WAFD
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+3.7%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WAFD: institutional holders (13F)
13F holdings, latest reported quarter
10,774,309 sh
$413.4M
4,964,442 sh
$190.5M
4,755,020 sh
$182.5M
4,345,763 sh
$166.7M
3,324,356 sh
$127.6M
Congress trades in WAFD
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WAFD planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
WAFD mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Hennessy Small Cap Financial Fund
$3.4M position · as of 2026-07-31
4.4%
AB Small Cap Value Portfolio
$7.8M position · as of 2026-06-30
1.3%
Penn Series SMID Cap Value Fund
$599.6K position · as of 2026-06-30
1.3%
AB Discovery Value Portfolio
$9.5M position · as of 2026-06-30
1.2%
MML Small/Mid Cap Value Fund
$1.6M position · as of 2026-06-30
1.2%
AB Discovery Value Fund
$31.3M position · as of 2026-06-30
1.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 163 funds added last quarter. Each figure is a federal filing, dated the day it went public.
WAFD financials
Revenue growth
+7.8%
XBRL, annual
Net margin
762.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$31.6M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM WAFD
| FY Sep 2025 | $29.6M |
| FY Sep 2024 | $27.5M |
| FY Sep 2023 | $26.1M |
| FY Sep 2022 | $25.9M |
| FY Sep 2021 | $24.7M |
| Jun 2026 | $8.1M |
| Mar 2026 | $7.7M |
| Dec 2025 | $7.9M |
| Sep 2025 | $8.0M |
| Jun 2025 | $7.6M |
| Mar 2025 | $7.1M |
| Dec 2024 | $7.0M |
| Sep 2024 | $7.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+810.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM WAFD
| FY Sep 2025 | +762.5% |
| FY Sep 2024 | +727.2% |
| FY Sep 2023 | +988.2% |
| FY Sep 2022 | +911.0% |
| FY Sep 2021 | +743.8% |
| Jun 2026 | +812.2% |
| Mar 2026 | +854.2% |
| Dec 2025 | +817.0% |
| Sep 2025 | +761.4% |
| Jun 2025 | +816.4% |
| Mar 2025 | +797.1% |
| Dec 2024 | +670.8% |
| Sep 2024 | +867.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$227.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM WAFD
| FY Sep 2025 | $208.2M |
| FY Sep 2024 | $414.6M |
| FY Sep 2023 | $198.9M |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | $63.4M |
| Mar 2026 | $68.0M |
| Dec 2025 | $50.0M |
| Sep 2025 | $45.6M |
| Jun 2025 | $53.1M |
| Mar 2025 | $66.6M |
| Dec 2024 | $43.0M |
| Sep 2024 | $89.4M |
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity WAFD
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt WAFD
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+8.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity WAFD
| FY Sep 2025 | +7.5% |
| FY Sep 2024 | +7.4% |
| FY Sep 2023 | +11.0% |
| FY Sep 2022 | +10.7% |
| FY Sep 2021 | +8.9% |
| Jun 2026 | +8.5% |
| Mar 2026 | +8.4% |
| Dec 2025 | +8.0% |
| Sep 2025 | +7.5% |
| Jun 2025 | +7.6% |
| Mar 2025 | +7.7% |
| Dec 2024 | +6.9% |
| Sep 2024 | +7.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets WAFD
| FY Sep 2025 | +0.8% |
| FY Sep 2024 | +0.8% |
| FY Sep 2023 | +1.2% |
| FY Sep 2022 | +1.2% |
| FY Sep 2021 | +1.0% |
| Jun 2026 | +0.9% |
| Mar 2026 | +0.9% |
| Dec 2025 | +0.9% |
| Sep 2025 | +0.8% |
| Jun 2025 | +0.8% |
| Mar 2025 | +0.8% |
| Dec 2024 | +0.8% |
| Sep 2024 | +0.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital WAFD
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed WAFD
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
9.29x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing WAFD
| FY Sep 2025 | 11.47x |
| FY Sep 2024 | 14.00x |
| FY Sep 2023 | 6.89x |
| FY Sep 2022 | 8.84x |
| FY Sep 2021 | 14.36x |
| Jun 2026 | 12.10x |
| Mar 2026 | 10.26x |
| Dec 2025 | 11.08x |
| Sep 2025 | 11.47x |
| Jun 2025 | 11.09x |
| Mar 2025 | 10.74x |
| Dec 2024 | 14.79x |
| Sep 2024 | 14.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value WAFD
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+10.4%
TTM free cash flow over market value at close 2026-10-26
FCF yield WAFD
| FY Sep 2025 | +8.7% |
| FY Sep 2024 | +14.6% |
| FY Sep 2023 | +12.0% |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | +8.0% |
| Mar 2026 | +9.1% |
| Dec 2025 | +8.8% |
| Sep 2025 | +8.7% |
| Jun 2025 | +10.7% |
| Mar 2025 | +11.0% |
| Dec 2024 | +13.6% |
| Sep 2024 | +14.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.46x
P/E over trailing EPS growth of 20%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing WAFD
| FY Sep 2025 | 1.90x |
| FY Sep 2024 | n/a |
| FY Sep 2023 | 0.71x |
| FY Sep 2022 | 0.21x |
| FY Sep 2021 | 2.14x |
| Jun 2026 | 0.60x |
| Mar 2026 | 0.68x |
| Dec 2025 | 0.34x |
| Sep 2025 | 1.90x |
| Jun 2025 | 1.84x |
| Mar 2025 | 9.42x |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-09 | 2024-09 | 2023-09 | 2022-09 | |
|---|---|---|---|---|
| Revenue | $29.6M | $27.5M | $26.1M | $25.9M |
| Net income | $226.1M | $200.0M | $257.4M | $236.3M |
| EPS (diluted) | 2.63 | 2.50 | 3.72 | 3.39 |
| Operating cash flow | $237.0M | $439.2M | $214.0M | $268.5M |
| Cash | $657.3M | $2.4B | $980.6M | $684.0M |
| Buybacks | $101.9M | $27.1M | $30.5M | $3.3M |
| Dividends paid | $84.6M | $74.3M | $63.8M | $61.6M |
SEC XBRL, fiscal years, as known on 2026-10-27
WAFD Stock Sonar score 4/7 axes
Find similar shapesCompareWAFD ranks highest on institutional and government (71st percentile) and growth (63rd), and lowest on risk and compliance (14th), among Banks peers.
4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
