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WaFd (WAFD) investor relations material
WaFd Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Announced agreement to combine with EverBank, creating a $75 billion asset bank with expanded regional and digital banking capabilities.
Merger expected to close in early 2027, subject to regulatory and shareholder approvals; both banks will operate separately until then.
Combined entity will have over 250 financial centers and a broad suite of consumer and business banking products.
Forward-looking statements highlight anticipated benefits and outline risks and uncertainties related to the transaction.
Voting matters and shareholder proposals
Shareholders will be asked to vote on the proposed merger with EverBank at a forthcoming meeting.
Proxy materials, including the definitive proxy statement, will be mailed to eligible shareholders after SEC filing.
Board of directors and corporate governance
WaFd, EverBank, and certain directors and executive officers will participate in the proxy solicitation process.
Information on directors and executive officers is available in prior proxy statements and SEC filings.
- EverBank and WaFd Bank plan to merge, creating a $75B-asset nationwide bank pending approvals.WAFD
Proxy filing - WaFd and EverBank propose a transformative merger to boost scale, profitability, and regional impact.WAFD
Proxy filing - Shareholders will vote on a strategic merger with EverBank, with key risks and interests disclosed.WAFD
Proxy filing - WaFd and EverBank merge to form a $75B bank, targeting 29% EPS accretion and 15%+ ROTCE by 2027.WAFD
Proxy filing - Proposed WaFd-EverBank merger targets strong financial gains and shareholder value.WAFD
Proxy filing - A $3.9B, $75B-asset merger delivers 29% EPS accretion, cost synergies, and national scale.WAFD
M&A announcement - Q3 2026 net income and EPS rose, efficiency improved, and credit quality remained strong.WAFD
Q3 2026 - Solid growth, high asset quality, and increased shareholder returns define recent performance.WAFD
Investor presentation - Q2 net income up 17% year-over-year, NIM rises to 2.81%, asset quality improves, shares repurchased.WAFD
Q2 2026
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