Waterstone Financial/$WSBF

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About Waterstone Financial

Waterstone Financial Inc is a holding company. Through its subsidiaries, it operates in two reportable segments: Community Banking and Mortgage Banking. The Community Banking segment provides consumer and business banking products and services to customers, which include various types of loans, deposits, and personal investment services. The Mortgage Banking segment involves residential mortgage loans for the primary purpose of sale in the secondary market. The majority of its revenue comes from the Community Banking segment.
Ticker
$WSBF
Sector
Finance
Primary listing
NASDAQ
Employees
593

WSBF Metrics

BasicAdvanced
$373M
11.99
$1.73
0.71
$0.64
3.28%

Bulls say / Bears say

Community Banking is producing stronger recurring earnings: second-quarter net interest income reached a record $15.8 million, up 16.1% year on year, while net interest margin widened to 3.03%. Core retail deposits also grew 2%, helping reduce funding costs. (WaterStone Bank)
Mortgage Banking has recovered from its weak 2025 start. First-half originations increased 15.7% year on year, and the segment returned to profit; it has now been profitable for five consecutive quarters. (National Mortgage News, GlobeNewswire)
The balance sheet supports continued shareholder returns. At 30 June, Waterstone reported a 18.66% CET1 ratio, non-performing assets of just 0.30% of assets, book value per share of $19.53 and a $0.17 quarterly dividend alongside ongoing buybacks. (StockTitan, WaterStone Bank)
Mortgage Banking remains highly sensitive to market conditions. In the second quarter, originations rose 5.6%, but the gross margin on loans sold fell to 3.60% from 3.84%, causing segment pre-tax income to drop 20.2%. (GlobeNewswire, National Mortgage News)
Underlying loan growth is modest, which limits how far the community bank can expand without further margin gains. Average loans held for investment rose only 0.6% year on year and edged down from the previous quarter, with multi-family growth offsetting a decline in single-family lending. (WaterStone Bank)
Credit quality is currently sound, but the risk mix warrants monitoring. Waterstone increased provisions and its allowance after higher multi-family and construction balances and adverse qualitative factors, leaving the bank more exposed if property conditions weaken. (GlobeNewswire, StockTitan)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.

Funds containing WSBF

Funds
Fund name
Fund size
$WSBF weighting
SPDR Russell 2000 US Small Cap€R2US
€4.8B0.01%
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