WSBF — Waterstone Financial Inc

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Waterstone Financial Inc

Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, such as deposit and transactional solutions, such as checking, credit, debit and pre-paid cards, online b… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$18.65
Market Cap$335M
Float14.9M
Shares Outstanding18.1M
P/E (Forward)20.70
P/E (TTM)11.25
Price/Sales (TTM)2.26
vs. Analyst Target-33.0% to analyst PT
Profit Margin19.77%
Operating Margin (TTM)21.32%
Revenue (TTM)$149M
Earnings Growth (YoY)104.60%
Dividend Rate0.7%
Analyst Target Price$12.50 (1 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $318M $81.1M $287M $114M
2021 $268M $70.8M $258M $98.2M
2022 $171M $19.5M $157M $28.5M
2023 $177M $9.4M $127M $14.3M
2024 $199M $18.7M $133M $26.5M
2025 $202M $26.4M $144M $33.4M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $52.2M $7.7M
Sep 2025 $51.2M $7.9M
Dec 2025 $54.3M $7.7M
Mar 2026 $49.2M $6.0M

Ownership & Float

Insider Ownership18.8%
Institutional Ownership53.4%
Short Float1.2%
% of All Funds Holding1.33%
Number of Funds Holding109

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$18.31Near-term / short-term trend
Weekly40-Week SMA$16.85Medium-term trend
Weekly80-Week SMA$15.17Cyclical trend (business cycle)
Weekly200-Week SMA$14.62Secular trend (multi-year)
Monthly10-Month SMA$16.89Near-term monthly trend
Monthly20-Month SMA$15.28Medium-term monthly trend
Monthly40-Month SMA$14.31Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$13.30 support 1.05x 8 months ago
$13.00 support 1.13x 10 months ago
$12.10 support 1.19x 11 months ago

Historical Earnings Reactions (82 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.50% 0.09% 52.44% 11.44% -3.61%
1 Day 0.73% 0.19% 52.44% 20.97% -12.36%
1 Week 0.20% 0.29% 51.22% 26.39% -33.47%
2 Weeks 0.57% -0.06% 47.56% 31.90% -61.04%
1 Month 0.94% 0.57% 51.85% 48.70% -52.34%

Next earnings: July 12, 2026 (44 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-1.6%42.9%21
Feb0.6%57.1%21
Mar3.0%42.9%21
Apr0.4%42.9%21
May3.2%65.0%20
Jun0.8%45.0%20
Jul5.4%50.0%20
Aug1.8%50.0%20
Sep1.1%60.0%20
Oct-1.2%50.0%20
Nov-3.1%61.9%21
Dec0.3%57.1%21

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.01% 48.1% 972
Tuesday 0.20% 49.3% 1066
Wednesday 0.05% 47.6% 1065
Thursday 0.05% 49.9% 1045
Friday -0.05% 44.7% 1042

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 53.4%

Insider Transactions — Smart Summary

Total insider ownership: 18.8%

12-Month Insider Activity Summary

Total Filings10
Net Value-$67,408.854
Net Shares Change-359,958
% of Float-2.4%
C-Suite Filings2
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Hansen Michael L -$3.8M 4 5 sell
Lawton Patrick S -$914,813.115 1 1 sell
Gordon Douglas S -$795,551.097 3 3 sell
Glynn Julie Ann EVP/Chief Retail Officer -$33,773.854 1 1 sell
Gerke Mark Raymond EVP/Chief Financial Officer -$33,635 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-04 – 2026-02-10 4 3 -$1.7M 1 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-22 Gerke Mark Raymond EVP/Chief Financial Officer -$33,635 Transaction at $16.66, now +11.9%
2025-10-28 Hansen Michael L -$1.2M Transaction at $15.16, now +23.0%
2026-02-04 Glynn Julie Ann EVP/Chief Retail Officer -$33,773.854 Transaction at $17.77, now +4.9%
2026-02-06 Gordon Douglas S -$619,831.572 Transaction at $18.38, now +1.4%
2026-02-20 Gordon Douglas S -$52,156.8 Transaction at $18.11, now +3.0%
2026-02-10 Gordon Douglas S -$123,562.725 Transaction at $18.27, now +2.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Waterstone Financial Inc (WSBF) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for WSBF on Trend Edge →