TFSLTFSLFinancial Services · Banks - Regional

TFSL Stock Forecast: TFS Financial Corp. Price Predictions for 2026-2027

Last close, 9 Sept 2026
$17
−0.22% on the day

The 2 Wall Street analysts covering TFS Financial Corp. hold a median 12-month price target of $19 — +11.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 8 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$4.9B
Ticker Nerd rank
33 / 100
Median analyst target
$19
Analysts covering
2
Revenue$89.3M+8.8% y/y
Net income$30.5M
Free cash flow$29.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−0.2%
1M
−1.4%
YTD
+34.6%
1Y
+38.7%
From 52W high
−6.8%
From 52W low
+45.0%
$12
$18
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TFSL stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores TFS Financial Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 8 Sept 2026
33 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
92
Revisions
79
Volatility
73
Growth
55
Accruals
32
Issuance
24
Size
24
Quality
20
Value
2

Momentum (92): The shares have been drifting up relative to others.

Value (2): The shares cost a lot relative to the profits and assets behind them.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

TFSL stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TFSL, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$12$14$16$18$20Oct 25Jan 26Apr 26Jul 26TFSLHigh $20Median $19Low $18

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says2 analysts
0 Buy2 Hold0 Sell
Low $18Median $19High $20

The green dot is the last close — the median target sits +11.5% from it.

Recent analyst actionsNewest first

Of the 16 most recent actions, 4 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
3 Aug 2026Keefe, Bruyette & WoodsReiteratesMarket Perform$16$18
3 Aug 2026Piper SandlerMaintainsNeutral$16$20
4 May 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$14$15
4 May 2026Keefe, Bruyette & WoodsMaintainsMarket Perform
4 May 2026Piper SandlerMaintainsNeutral$15$16
4 May 2026Piper SandlerMaintainsNeutral
22 Nov 2024Piper SandlerAssumesNeutral$15
2 May 2024Keefe, Bruyette & WoodsReiteratesMarket Perform
23 Feb 2024Piper SandlerAssumesNeutral$14
19 Aug 2016Piper SandlerDowngradeNeutral
19 Aug 2016PiperJaffrayDowngradeNeutral
4 Dec 2015Piper SandlerMaintainsOverweight
4 Dec 2015PiperJaffrayMaintainsOverweight
5 June 2015Piper SandlerInitiatesOverweight
5 June 2015PiperJaffrayInitiatesOverweight
13 Jan 2014Boenning & ScattergoodInitiatesOutperform

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TFSL appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

TFSL vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Sept 2026, TFS Financial Corp. returned +38.7% against +18.5% for the S&P 500, dividends included.

TFSL vs S&P 500, last 12 monthsTotal return, rebased to 100
100110120130140150Oct 25Jan 26Apr 26Jul 26TFSLS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

TFSL analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+7.5%
Analysts raising
1
Analysts cutting
0
Fundamentals

TFS Financial Corp. (TFSL) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
47.4×

Cheaper than 15% of US stocks

Price / sales
13.8×

Cheaper than 11% of US stocks

Price / book
2.5×

Cheaper than 38% of US stocks

EV / EBITDA
Growth & margins
Revenue growth (YoY)
15.2%

Higher than 63% of US stocks

Earnings growth (YoY)
42.0%

Higher than 72% of US stocks

Gross margin
Operating margin
45.4%

Higher than 94% of US stocks

Net margin
29.4%

Higher than 89% of US stocks

Returns & dividend
Return on equity
5.3%

Higher than 54% of US stocks

Return on assets
0.6%

Higher than 46% of US stocks

Dividend yield
7.5%

Higher than 88% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

TFS Financial Corp. (TFSL) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • TFS Financial Corp. has a market value of $4.9B and an enterprise value of $10.1B.

  • Revenue in the twelve months to 30 June 2026: $343.7M. The latest quarter grew 15.2% year on year.

  • Net income over the same four quarters: $102.1M, a 29.7% net margin.

  • Diluted earnings per share, trailing twelve months: $0.36.

  • Free cash flow in the twelve months to 30 June 2026: $86.3M.

  • TFS Financial Corp. spent $8.7M on share buybacks and $59.8M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 280.4M.

  • Trailing P/E: 47.4×; forward P/E: 43.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 7.46%, paying out 314% of earnings.

  • TFS Financial Corp. employs 958 people $359K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 9 Sept 2026

Data provided by Twelve Data

Peers

TFSL vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelBanks - Regional
CompanyMarket capTKN rank
TFSLTFS Financial Corp.$4.9B
33
FFINFirst Financial Bankshares, Inc.$4.7B
44
SFBSServisFirst Bancshares, Inc.$4.7B
50
EBCEastern Bankshares, Inc.$5.2B
49
FULTFulton Financial Corp.$4.5B
58
TCBITexas Capital Bancshares, Inc.$4.5B
53
IBOCInternational Bancshares Corp.$4.4B
49

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own TFS Financial Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest TFSL news & analysis

Dividend Announcements: August 22-28, 2026

Seeking Alpha · 31 Aug 2026neutral

The article summarizes dividend announcements from the week of August 22-28, 2026, noting that 9 stocks increased their dividends. It highlights INTU's 15% dividend hike and robust safety metrics, and LRCX's largest increase of 26.92%, though both have valuation concerns and LRCX's yield is minimal at 0.44%.

Why it matters — This provides a general overview of dividend activity in the market, which is contextually relevant for a financial holding company like TFSL whose investors may track dividend trends.

TFS Financial Corporation Declares Dividend

Business Wire · 27 Aug 2026positive

TFS Financial Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.3175 per share, payable on September 23, 2026, to stockholders of record on September 9, 2026.

Why it matters — The declaration of a quarterly cash dividend signals the company is returning value to shareholders, which is relevant to TFSL investors monitoring their income stream.

TFS Financial: An Ohio Regional Bank With An Earnings Beat And Loan Growth

Seeking Alpha · 18 Aug 2026positive

TFS Financial, the parent of Third Federal S&L, received a buy rating in an initial coverage report that highlights recent earnings results with loan growth, durable revenue trends, and resilient EPS. The report notes the high dividend yield could boost total return, though it questions dividend safety given the high payout ratio.

Why it matters — A TFSL watcher would care because the coverage points to positive earnings and loan growth while flagging the uncertain sustainability of its high dividend payout.

TFS Financial (TFSL) is a Great Momentum Stock: Should You Buy?

Zacks Investment Research · 6 Aug 2026positive

Zacks Investment Research evaluates TFS Financial (TFSL) as a potential top stock pick for momentum investors, asking whether the company has what it takes. The piece frames TFSL as a great momentum stock worth considering.

Why it matters — The article highlights TFSL's momentum characteristics, giving investors a key factor to watch when assessing the stock.

TFS Financial (TFSL) Surpasses Q3 Earnings and Revenue Estimates

Zacks Investment Research · 30 July 2026positive

TFS Financial (TFSL) reported quarterly earnings of $0.11 per share, surpassing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.08 per share in the same quarter last year.

Why it matters — The earnings beat indicates that TFSL performed better than analyst expectations for the quarter, which is a key metric shareholders track.

FAQ

Frequently asked questions about TFSL stock

What is the TFSL stock price forecast for 2026-2027?

The 2 Wall Street analysts covering TFS Financial Corp. have a median 12-month price target of $19, with estimates ranging from $18 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TFSL stock a buy right now?

Of the 2 analysts covering TFS Financial Corp., 0 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks TFS Financial Corp. 33 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TFSL?

As at 8 Sept 2026, TFS Financial Corp. ranks 33 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (92 of 100).

Will TFSL stock go up?

No one can know that. What the data says: the median 12-month target from 2 analysts implies +11.5% from the last close, and Ticker Nerd's factor model ranks TFS Financial Corp. 33 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TFSL stock forecast for 2030?

No analyst covering TFS Financial Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TFSL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $18 to $20 over the next 12 months.

How has TFSL stock performed over the past year?

TFS Financial Corp. returned +38.7% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does TFS Financial Corp. do?

TFS Financial Corp. is a U.S.

What is the latest news on TFSL?

The most recent item we track (Seeking Alpha, 31 Aug 2026): "Dividend Announcements: August 22-28, 2026". The article summarizes dividend announcements from the week of August 22-28, 2026, noting that 9 stocks increased their dividends. It highlights INTU's 15% dividend hike and robust safety metrics, and LRCX's largest increase of 26.92%, though both have valuation concerns and LRCX's yield is minimal at 0.44%.

Company

About TFS Financial Corp.

TFS Financial Corp. is a U.S. financial holding company centered on retail consumer banking through its principal thrift subsidiary, Third Federal Savings and Loan Association of Cleveland. The company focuses on residential mortgage lending and deposit gathering, serving customers with first mortgage loans, mortgage refinancing, home equity loans and lines of credit, savings accounts, money market accounts, checking accounts, and certificates of deposit. It also provides related services such as escrow and settlement support. TFS Financial’s business is concentrated in consumer-oriented banking, with branch and lending operations primarily in Ohio and Florida and deposit products available more broadly across the United States. Headquartered in Cleveland, Ohio, the company plays a specialized role in the regional banking market by combining traditional thrift banking with a mortgage-focused lending model.

CEO Mr. Marc A. Stefanski · 958 employees · United States · https://www.thirdfederal.com