Marc A. Stefanski, who serves as chairman, president and CEO of TFS Financial CORP (NASDAQ:TFSL), completed two stock sales in mid-February that together amounted to 37,844 shares and produced approximately $572,081 in gross proceeds.
The first sale took place on February 13, 2026, when Stefanski sold 1,000 shares at $15.00 per share. He followed with a larger disposition on February 17, 2026, selling 36,844 shares at $15.12 per share. After those transactions, Stefanski's direct ownership in TFS Financial CORP stands at 71,997 shares.
At the time of the transactions, the company's common stock was trading close to its 52-week high of $15.38 and had gained nearly 22% over the prior six months, according to InvestingPro data. TFS Financial also offers a notable dividend yield of 7.37% and has paid dividends for 12 consecutive years, notes from InvestingPro indicate.
Beyond his direct holdings, Stefanski maintains substantial indirect positions across multiple vehicles. Those holdings include 28,200 shares held by his spouse; 37,150 shares where he is trustee for a daughter's trust; 20,389 shares held as a trust beneficiary; 54,738 shares held as trustee for a sibling trust; 11,389 shares held by an ESOP; and 112,922 shares held within a 401(k). In addition, Stefanski holds a significant number of Restricted Stock Units.
Investors have also been digesting the company's recent quarterly results. For the first quarter ending December 31, 2025, TFS Financial reported earnings per share of $0.08, missing the analyst expectation of $0.09 per share. Revenue for the quarter was $83.73 million, below the consensus forecast of $84.97 million. The company did, however, record a year-over-year revenue increase of 10.83% compared with the same quarter a year earlier.
These capital markets moves and operational results provide data points for shareholders monitoring insider activity, dividend income and near-term performance trends at the company. The transactions, dividend profile and the reported quarter together shape the current public picture of Stefanski's holdings and the company's recent financial trajectory.
Summary: Marc A. Stefanski sold 37,844 shares of TFS Financial CORP in two trades for roughly $572,081 while retaining 71,997 shares directly and holding additional indirect positions. The stock was trading near its 52-week high, the company yields 7.37% in dividends and reported a first-quarter EPS and revenue that both missed consensus, although revenue rose 10.83% year-over-year.
Key points:
- Insider sale - Stefanski sold 37,844 shares across two transactions totaling about $572,081 in proceeds.
- Dividend profile - TFS Financial offers a 7.37% dividend yield and has maintained dividend payments for 12 consecutive years.
- Earnings and revenue - Q1 EPS of $0.08 and revenue of $83.73 million missed analyst expectations, though revenue increased 10.83% from the prior year.
Risks and uncertainties:
- Earnings shortfall - Reported EPS of $0.08 missed the $0.09 consensus, indicating potential near-term earnings pressure for the financial sector stake-holders monitoring the company.
- Revenue miss - Quarterly revenue of $83.73 million fell short of the $84.97 million consensus, introducing uncertainty about near-term top-line momentum in the company’s lending operations.
- Insider selling - The CEO's sale of shares while the stock trades near its 52-week high could be viewed as a variable for investor sentiment in the financials sector, though Stefanski retains substantial direct and indirect holdings.