2. Oritani Financial

Shares of Oritani Financial ( ORIT) of Washington, N.J., closed at $14.04 Thursday, returning 12% year-to-date, following last year's 8% return.

Based on a 15-cent quarterly payout, the shares have a dividend yield of 4.27%.

Oritani Financial had $2.6 billion in total assets as of March 31, with 25 branches in the Bergen, Hudson and Passaic counties, in New Jersey.

The company's ROA has ranged from 1.11% to 1.28%, over the past five quarters.

The shares trade for 1.2 times tangible book value, and for 17 times the consensus 2013 EPS estimate of 82 cents. The consensus 2012 EPS estimate is 73 cents.

KBW analyst Fred Cannon rates Oritani Financial "Outperform," with a $16 price target, and said on April 25 after the company reported its fiscal third-quarter results that he was "incrementally more positive about shares," and that the stock was trading "at an attractive valuation especially when considering the company's strong core profitability and capital generation."

Cannon estimates Oritani will earn 75 cents a share for fiscal 2012, followed by fiscal 2013 EPS of 90 cents.

Interested in more on Oritani Financial? See TheStreet Ratings' report card for this stock.

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