WAFD Inc. Files 8-K on Operations & Financial Condition

TL;DR

**WAFD Inc. filed an 8-K on Jan 18, 2024, updating corporate info and financial condition.**

AI Summary

WAFD, Inc. filed an 8-K on January 18, 2024, reporting an event that occurred on January 16, 2024, related to its financial condition and operations. This filing indicates that the company has updated its corporate name multiple times, most recently from Washington Federal Inc. to WAFD Inc. on September 28, 2023. This matters to investors because it provides updated corporate information and confirms the company's current legal identity, which is crucial for accurate record-keeping and understanding financial reports.

Why It Matters

This filing updates the public record on WAFD Inc.'s corporate identity and financial reporting, ensuring transparency for investors. It confirms the company's current legal name and structure, which is fundamental for any investment analysis.

Risk Assessment

Risk Level: low — This filing is primarily administrative, updating corporate information and indicating a report on financial condition, which typically carries low immediate risk.

Analyst Insight

Investors should note the updated corporate name for WAFD Inc. and ensure their records reflect this change. They should also anticipate further details regarding the 'Results of Operations and Financial Condition' mentioned in the filing, which could impact future stock performance.

Key Numbers

• 2024-01-16 — Date of earliest event reported (The specific date the reported event occurred.)
• 2024-01-18 — Date of Report (The date the 8-K filing was submitted to the SEC.)
• 001-34654 — Commission File Number (Unique identifier for the company's filings with the SEC.)
• 91-1661606 — I.R.S. Employer Identification No. (Tax identification number for the company.)
• 2023-09-28 — Date of Name Change (The most recent date WAFD Inc. changed its name from Washington Federal Inc.)

Key Players & Entities

• WAFD, INC. (company) — the registrant filing the 8-K
• Washington Federal Inc. (company) — former name of the registrant
• 001-34654 (dollar_amount) — Commission File Number
• 91-1661606 (dollar_amount) — I.R.S. Employer Identification No.
• 425 Pike Street Seattle Washington 98101 (company) — Address of Principal Executive Offices
• 206-624-7930 (dollar_amount) — Registrant’s telephone number

Forward-Looking Statements

• WAFD Inc. will continue to operate under its current name for the foreseeable future. (WAFD Inc.) — high confidence, target: 2025-01-18
• Future financial reports will be filed under the WAFD Inc. name. (WAFD Inc.) — high confidence, target: 2024-12-31

FAQ

Key Financial Figures

• $1.00 — ange on which registered Common Stock, $1.00 par value per share WAFD NASDAQ Stock M

Filing Documents

• wfsl-20240116.htm (8-K) — 37KB
• exhibit991_december2023ear.htm (EX-99.1) — 312KB
• exhibit992_december2023fac.htm (EX-99.2) — 636KB
• image.jpg (GRAPHIC) — 545KB
• 0000936528-24-000031.txt ( ) — 1946KB
• wfsl-20240116.xsd (EX-101.SCH) — 2KB
• wfsl-20240116_def.xml (EX-101.DEF) — 15KB
• wfsl-20240116_lab.xml (EX-101.LAB) — 30KB
• wfsl-20240116_pre.xml (EX-101.PRE) — 16KB
• wfsl-20240116_htm.xml (XML) — 4KB

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On January 16, 2024, WaFd, Inc. (the "Company") announced by press release its earnings for the quarter ended December 31, 2023. A copy of the press release is attached to this filing as Exhibit 99.1. A copy of the December 31, 2023 Fact Sheet, which presents certain detailed financial information about the Company, is attached as Exhibit 99.2. This information is being furnished under Item 2.02 (Results of Operations and Financial Condition) of Form 8-K.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (a) Not applicable (b) Not applicable (c) Not applicable (d) The following exhibits are being furnished herewith: 99.1 Press release dated January 12, 2023 99.2 Fact Sheet as of December 31, 2023 Important Cautionary Statements The foregoing information should be read in conjunction with the financial statements, notes and other information contained in the Company's Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. This press release contains statements about the Company's future that are not statements of historical or current fact. These statements are "forward looking statements" for purposes of applicable securities laws and are based on current information and/or management's good faith belief as to future events. Words such as "expects," "anticipates," "believes," "estimates," "intends," "forecasts," "may," "potential," "projects," and other similar expressions or future or conditional verbs such as "will," "should," "would," and "could" are intended to help identify such forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Although the Company believes any such statements are based on reasonable assumptions, forward-looking statements should not be read as a guarantee of future performance, and you are cautioned not to place undue reliance on any forward-looking statements. The Company undertakes no obligation to update or revise any forward-looking statement. By their nature, forward-looking statements involve inherent risk and uncertainties including the following risks and uncertainties, and those risks and uncertainties more fully discussed under "Risk Factors" in the Company's September 30, 2023 10-K, and Quarterly Reports on Form 10-Q which could cause actual performance to differ materially from that anticipated by any forward-looking statements. In particular, any forward-looking statements are subj

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. January 17, 2024 WAFD, INC. By: /s/ KELLI J. HOLZ Kelli J. Holz Executive Vice President and Chief Financial Officer 5

View Full Filing

View this 8-K filing on SEC EDGAR