Transaction details
Gavin B. Stefanski, who serves as Chief Experience Officer at TFS Financial CORP (NASDAQ:TFSL), sold 7,000 shares of the company's common stock on February 20, 2026, at a price of $14.97 per share. The sale generated total proceeds of $104,790. The trade occurred against a backdrop in which TFSL shares have appreciated 22.9% over the past year.
Insider holdings after the sale
After completing the disposition, Stefanski directly holds 775 shares of TFS Financial CORP. In addition to that direct holding, he indirectly owns 25,766 shares held in trust and 3,729 shares through an Employee Stock Ownership Plan (ESOP). His remaining equity-linked compensation includes multiple Restricted Stock Unit (RSU) grants and stock option rights: 8,600 RSUs that vest in three equal annual installments beginning December 10, 2026; 2,867 RSUs vesting in three equal annual installments beginning December 10, 2025; and 15,000 RSUs scheduled to fully vest on December 10, 2026. Stefanski also holds options to purchase 5,000 common shares at an exercise price of $14.62, and those options fully vested on December 10, 2020.
Valuation context
Separately from Stefanski's trade, InvestingPro analysis cited in company disclosures indicates that TFSL is trading above its assessed Fair Value of $12.18. The current market environment for the stock includes a dividend yield of 7.51% and a reported price-to-earnings ratio of 44.91.
Recent financial results
TFS Financial Corporation reported first-quarter results for the period ending December 31, 2025, that fell short of consensus expectations. The company recorded earnings per share of $0.08, compared with the analyst estimate of $0.09. Revenue for the quarter totaled $83.73 million, versus a consensus forecast of $84.97 million. On a year-over-year basis, revenue rose by 10.83% compared to the same quarter in the prior year.
Market and analyst reaction
The combination of Stefanski's partial share sale, the InvestingPro valuation gap, and the company's quarter that missed analyst estimates has drawn attention from investors and market watchers. The earnings and revenue shortfalls have prompted questions among analysts about the company's near-term performance, even as management reports continued year-over-year revenue growth.
Note: The article presents reported transaction details, company metrics and quarterly results as disclosed.