WaFd (WAFD) Proxy filing summary
Event summary combining transcript, slides, and related documents.
Proxy filing summary
8 Sep, 2026Executive summary
Announced a planned merger with EverBank Financial Corp to expand product offerings and scale.
Communication emphasizes strategic benefits and expresses optimism about the partnership.
Forward-looking statements highlight anticipated operational and financial impacts.
Voting matters and shareholder proposals
Shareholders will be asked to vote on the proposed merger at a forthcoming meeting.
Proxy statement and related materials will be mailed to eligible shareholders.
Risk oversight and compliance
Numerous risks identified, including regulatory approvals, integration challenges, litigation, and market reactions.
Additional risk factors are detailed in recent SEC filings and annual reports.
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Latest events from WaFd
- Former EverBank holders would own 59.175% after the proposed all-stock merger.WAFD
Proxy filing - EverBank merger targets greater scale and 29% EPS accretion, pending approvals.WAFD
Proxy filing - FY2026 EPS rose 22% as credit metrics improved and the EverBank merger advanced.WAFD
Q4 2026 - EverBank and WaFd merge to create a top-10 Midcap Bank with $75B in assets and a new board.WAFD
Proxy filing - Merger with EverBank to form a $75B asset bank awaits shareholder and regulatory approval.WAFD
Proxy filing - 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 - WaFd and EverBank merge to form a $75B bank, targeting 29% EPS accretion and 15%+ ROTCE by 2027.WAFD
Proxy filing - A $3.9B, $75B-asset merger delivers 29% EPS accretion, cost synergies, and national scale.WAFD
M&A announcement