Company Overview - TFS Financial Corporation operates as a regional bank focused on retail consumer financial services, primarily in Ohio and Florida, leveraging a strong branch network and diversified product offerings [6][8] - The company reported a revenue of $804.88 million and a net income of $89.34 million for the trailing twelve months (TTM) [4] - TFS Financial has a dividend yield of 7.62%, indicating a stable business model and a disciplined approach to community banking [4][6] Recent Developments - On February 13, 2026, Gator Capital Management, LLC disclosed a new position in TFS Financial Corporation, acquiring 470,125 shares valued at approximately $6.29 million [1][2] - This acquisition represents 1.28% of Gator Capital's reportable 13F assets under management after the trade [3] - As of February 12, 2026, shares of TFS Financial were priced at $14.83, with a one-year total return of 20.0%, outperforming the S&P 500 by 7.1 percentage points [3] Investment Implications - Gator Capital's purchase of TFSL shares may signal a strong buy opportunity for income-seeking investors, reflecting confidence in TFS Financial's cash flow [9]

Core Viewpoint - First Internet Bancorp has declared a quarterly cash dividend of $0.06 per common share, payable on January 15, 2026, to shareholders of record as of December 31, 2025 [1]. Group 1: Dividend Declaration - The Board of Directors has declared a quarterly cash dividend of $0.06 per common share [1]. - Future cash dividends will be at the discretion of the Board and will depend on various factors including the Company's financial condition and operational results [2]. Group 2: Company Overview - First Internet Bancorp is a bank holding company with assets totaling $5.6 billion as of September 30, 2025 [3]. - The Company's subsidiary, First Internet Bank, was established in 1999 and specializes in branchless banking services [3]. - First Internet Bank offers a range of services including consumer and small business deposits, SBA financing, and various types of loans [3]. - The common stock of First Internet Bancorp trades on the Nasdaq Global Select Market under the symbol "INBK" and is part of the Russell 2000® Index [3].

Group 1 - First Internet Bancorp has declared a quarterly cash dividend of $0.06 per common share, payable on January 15, 2026, to shareholders of record as of December 31, 2025 [1] - The declaration and future cash dividends will be at the discretion of the Board of Directors, influenced by various factors including the Company's operational results, financial condition, and regulatory restrictions [2] Group 2 - First Internet Bancorp is a bank holding company with assets totaling $5.6 billion as of September 30, 2025 [3] - The Company's subsidiary, First Internet Bank, was established in 1999 and specializes in branchless banking services, offering a range of financial products including consumer and small business deposits, SBA financing, and commercial loans [3] - First Internet Bancorp's common stock is traded on the Nasdaq Global Select Market under the symbol "INBK" and is included in the Russell 2000® Index [3]

Core Insights - Douglas Elliman Real Estate has launched Elliman Capital, an in-house mortgage platform aimed at simplifying the home financing process for both traditional and non-traditional borrowers [1][2] - The platform will initially be available in Florida, with plans for expansion to all states where Douglas Elliman operates [1][3] Company Overview - Douglas Elliman Inc. is one of the largest residential brokerage companies in the United States, with operations in multiple states including New York, Florida, California, and Texas [5] - The company is also involved in early-stage property technology solutions and offers various real estate services [5] Product Offering - Elliman Capital provides a wide range of loan products, including conventional loans, jumbo loans, construction loans, investment property financing, bridge loans, commercial lending, second home mortgages, FHA loans, VA loans, and USDA loans [2][4] - The platform is designed to cater to diverse borrower needs, including self-employed individuals, investors, and foreign nationals [2][3] Technology and Process - The new mortgage platform incorporates advanced technology to streamline the mortgage application and approval process, allowing agents to track loan progress and receive real-time updates [4][6] - This integration aims to enhance the overall client experience from property search to closing [4] Competitive Advantage - Douglas Elliman's established reputation for luxury service and market expertise positions Elliman Capital to become a significant player in the residential lending market [4] - The company leverages strong lender relationships to offer competitive rates and optimal terms for clients [6]

Company Overview - First Interstate BancSystem Inc (NASDAQ: FIBK) operates in the western and north-central United States, providing a variety of financial services including checking and savings accounts, time deposits, and loans for commercial, construction, and residential purposes [1]. Analyst Background - The analyst has over five years of experience in the Australian Banking industry, focusing on bank stocks and equity markets, aiming for safe yet substantial returns of over 10% per annum [1]. Investment Philosophy - The investment strategy emphasizes a balanced approach to risk and reward, particularly within the often-overlooked banking sector, which is seen as having significant potential [1]. Community Engagement - The analyst aims to enhance investor awareness and understanding of the banking sector through analysis and writing on Seeking Alpha, fostering a community of knowledgeable investors [1].