WAFD

WaFd reported Q3 2026 earnings of $0.85 per share, beating consensus estimates of $0.84, with revenues of $220.44 million exceeding expectations by 9.39%. The stock has underperformed the S&P 500 by 22.5% year-to-date but carries a Zacks Rank #1 (Strong Buy) rating based on favorable estimate revisions. The Banks - West industry ranks in the top 18% of Zacks industries.

Washington Federal (WaFd) is expected to report Q3 2026 earnings of $0.84 per share with 7% revenue growth. However, recent analyst revisions have turned bearish, resulting in a negative Earnings ESP of -2.99%, making it difficult to predict an earnings beat. The stock's historical performance shows it has beaten consensus estimates only once in the last four quarters.

WaFd (WAFD) has declined 16.9% over the past four weeks but is now in oversold territory with an RSI reading of 27.89, suggesting a potential turnaround. Analysts have raised earnings estimates by 4.2% over the last 30 days, and the stock holds a Zacks Rank #1 (Strong Buy) rating, indicating it may be positioned for a near-term rebound.

WaFd reported 22% full-year earnings per share growth and is reallocating capital from low-yielding residential mortgages to higher-yielding assets. A single $54 million commercial loan impairment temporarily spiked losses, but management views this as an outlier. The pending merger with EverBank in early 2027 is expected to enhance deposit profitability and enable fair valuation of legacy mortgages earning only 4.25%.

RBB is expected to report a year-over-year earnings decline despite revenue growth, with an Earnings ESP of -7.02% suggesting analysts have become bearish. The stock carries a Zacks Rank #3, making it difficult to predict an earnings beat. Similarly, WaFd is expected to post strong earnings growth but has a negative Earnings ESP of -2.99%, limiting confidence in beating consensus estimates despite its Zacks Rank #1 rating.