Marc A. Stefanski, who serves as chairman, president and chief executive officer of TFS Financial Corporation, executed two insider sales totaling 7,156 shares of the company's common stock on February 11 and 12, 2026. The combined proceeds from the transactions were approximately $107,554, with per-share prices recorded between $15.00 and $15.03.
According to transaction details, the larger of the two sales occurred on February 12, when Stefanski sold 7,149 shares at $15.03 each. The prior day, February 11, he sold a smaller block of 7 shares at $15.00 per share. At the time of the sales the stock was trading near its 52-week high of $15.37; the current quoted price was $14.93.
Post-transaction holdings
Following these dispositions, Stefanski directly holds 109,841 shares of TFS Financial Corporation. His exposure to the company extends beyond direct ownership: the reported indirect holdings include 28,200 shares held by a spouse; 37,150 shares held in his capacity as trustee for a daughter’s trust; 20,389 shares held as a trust beneficiary; and 54,738 shares held as trustee for a sibling trust. Additional holdings tied to employee and retirement vehicles are noted as 11,389 shares by ESOP and 112,922 shares by 401(k).
Stefanski also retains various equity compensation instruments. These include Restricted Stock Units (RSUs) and Performance Restricted Share Units (PRSUs), which represent rights to receive common stock at future dates, along with associated dividend equivalent rights. The grants comprise multiple awards scheduled to vest on different future dates.
Valuation and income metrics
An InvestingPro analysis cited with the transaction shows the stock trading at a price-to-earnings ratio of 46.8, a level the analysis characterizes as high relative to the company's fair value estimate. TFS Financial carries a market capitalization reported at $4.17 billion and currently pays a notable dividend yield of 7.62%. The company has maintained dividend payments for 12 consecutive years, based on the same InvestingPro data.
Recent financial results
In related company disclosures, TFS Financial reported first-quarter earnings for the period ended December 31, 2025, producing earnings per share of $0.08. That result fell short of the $0.09 analysts had projected. Reported revenue for the quarter was $83.73 million, narrowly below the $84.97 million consensus estimate, but representing a 10.83% increase versus the comparable quarter a year earlier.
The combination of the insider sale, the elevated P/E multiple noted by InvestingPro and the recent quarterly results have drawn attention among investors and analysts. The reported financials generated discussion, though no analyst upgrades or downgrades were recorded in connection with the results. These disclosures reflect the company's current financial position as reported in its latest quarter.
What this record shows
The transaction filings document a modest insider sale by the chief executive over two days, the composition of his direct and indirect holdings, the presence of outstanding equity awards, and recent quarterly results that slightly missed expectations while showing year-over-year revenue growth.