WSFS · NASDAQ · Banks - Regional

WSFS Bank

Combines regional banking, nationwide cash logistics, and trust-led wealth management.

$78.30
After-hours close+0.02 (+0.03%)
At close$78.28(−0.17%)
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Profile

WSFS Financial CorporationWSFSFinancials

Provides commercial and consumer banking across the Greater Philadelphia and Delaware region, with lending funded primarily by client deposits. Nationwide Cash Connect® services manage ATM vault cash and smart safes, while Wealth and Trust earns advisory, investment-management, private-banking, and fiduciary fees.

Centers its business on commercial and consumer banking across Delaware, southeastern Pennsylvania, and southern New Jersey. WSFS Bank gathers client deposits to fund commercial loans, residential mortgages, consumer credit, and small-business equipment leases; treasury management and capital-markets services broaden those relationships.

Extends beyond its regional branches through two nationwide fee businesses. Cash Connect® provides ATM vault cash, smart-safe, reconciliation, and cash-logistics services. Wealth and Trust, led by the Bryn Mawr Trust brand, delivers planning, investment management, private banking, and personal and institutional trust services.

Founded in 1832, the bank remains locally managed in the Greater Philadelphia and Delaware region. Its results depend on credit quality, client deposit funding, interest rates, and compliance with capital, liquidity, and other banking regulations.

Company facts

CEORodger Levenson
ListedNov 26, 1986
ExchangeNASDAQ
HeadquartersWilmington, DE
CountryUnited States
Employees2,335
CIK0000828944
ISINUS9293281021

Key statistics

Market cap$4.08B
EPS (ttm)$5.97
P/E (ttm)13.12
ROE11.7%
P/B1.49
P/S2.98
Dividend yield0.95%
Beta0.51vs XLF 0.82

Year to date +42.2% · Average volume (30d) 376.9K

Analysts

Price target, next 12 months$81.50+4.1%Median of 13 analysts · vs the Aug 28 close
ConsensusHold3 of 13 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 12, 2026Stephens & Co.DowngradeOverweightEqual Weight
Jul 27, 2026StephensReiterateOverweight$81$87
Jul 27, 2026DA DavidsonReiterateNeutral$83
May 6, 2026Piper SandlerReiterateNeutral$67$80
Apr 27, 2026UBSTarget$76

Earnings

EPS

Estimate$1.61
ReportedDue Oct 22, 2026

Revenue

Estimate$289.2M
ReportedDue Oct 22, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 23, 2026Q2 FY26$1.50$1.66+10.7%$278.4M$282.5M+1.5%+1.11%
Apr 23, 2026Q1 FY26$1.48$1.45−2.0%$268.2M$275.3M+2.6%+1.77%
Jan 26, 2026Q4 FY25$1.26$1.43+13.5%$267.3M$271.9M+1.7%+6.47%
Oct 23, 2025Q3 FY25$1.25$1.40+12.0%$268.5M$270.5M+0.8%+0.42%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$331.8M$341.2M$344.9M$341.7M$333.7M$346.8M
Gross profit$238.5M$254.7M$263.2M$259.2M$271.7M$277.4M
Operating income$87.2M$95.5M$100.9M$97.2M$114.5M$115.9M
Net income$65.9M$72.3M$76.4M$72.7M$86.8M$84.4M
Diluted EPS$1.12$1.27$1.36$1.34$1.64$1.63
Gross margin71.9%74.6%76.3%75.9%81.4%80.0%
Operating margin26.3%28.0%29.2%28.5%34.3%33.4%

Fiscal years (4-quarter sums)FY21 $641.2M · FY22 $963.2M · FY23 $1.27B · FY24 $1.40B · FY25 $1.36B

Revenue by product · Q2 FY26

Service, Other$16.9M · 50%
Miscellaneous Products And Services$6.0M · 18%
Managed Service Fees$5.3M · 16%
Capital Market Revenue$3.2M · 10%
Currency Preparation$1.7M · 5%
ATM Insurance$668.0K · 2%

Balance sheet, Jun 30, 2026Cash & short-term investments $7.39B · Total debt $307.0M · Total assets $22.65B · Shareholders' equity $2.72B

Dividends

Next ex-date
Nov 7, 2026
estimated · in 70 days
Annual dividend
$0.74
per share
Dividend yield
0.95%
Schedule
Quarterly
4 payments a year

Raised for 26 straight years — most recently to $0.20 from $0.17 in May 2026. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Aug 7, 2026Aug 7Aug 21$0.20
May 8, 2026May 8May 22$0.20raised from $0.17
Feb 13, 2026Feb 13Feb 27$0.17
Nov 7, 2025Nov 7Nov 21$0.17
Aug 8, 2025Aug 8Aug 22$0.17
May 9, 2025May 9May 23$0.17raised from $0.15
Feb 7, 2025Feb 7Feb 21$0.15
Nov 8, 2024Nov 8Nov 22$0.15
View details

Ownership

Institutions 101.08%Insiders 1.14%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 52.04M · Float 51.47M · 98.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.7.52M14.44%13FAug 7, 2026
Dimensional Fund Advisors LP3.57M6.87%13FAug 11, 2026
Vanguard Portfolio Management LLC3.31M6.36%13FAug 13, 2026
State Street Corp3.03M5.83%13FAug 7, 2026
Franklin Resources Inc2.31M4.44%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 28, 2026Shari Kruzinskiofficer: EVP, Chief Consumer Bk Officer−3,500$81.74
Jun 10, 2026Rodger Levensonofficer: President & CEO−65,446$74.11
Feb 9, 2026Arthur J. Bacciofficer: EVP, COO−2,005$70.51
Feb 5, 2026Shari Kruzinskiofficer: EVP, Chief Consumer Bk Officer−1,000$70.10
Feb 5, 2026James J. Wechslerofficer: EVP Chief Comm'l Banking Ofc−450$69.90
View details

Peers

  • M&T Bank

    $213B super-regional holding #1 Delaware deposit share via Wilmington Trust

  • Fulton Financial

    PA-based regional bank with 200+ branches across PA/DE/NJ/MD/VA and $17B AUM

  • Provident Financial Services

    NJ-chartered super-community bank, ~$24B assets, commercial/CRE/wealth focus

  • Customers Bancorp

    Branch-light PA bank competing for C&I and CRE lending in Greater Philadelphia

  • Univest Financial

    Community bank and wealth manager rooted in suburban Philadelphia since 1876

  • Peapack-Gladstone Financial

    Boutique NJ private bank with $13B wealth AUM and Delaware trust operations

  • Brink's

    Armored CIT and ATM managed services provider operating 100k+ US ATM locations

CompareAfter-hours close

CompanyPriceChange
WSFS Bank$78.30+0.03%$4.08B13.111.93.0+5.6%
M&T Bank$237.29−0.08%$34.39B12.511.92.8+5.7%
Fulton Financial$23.69+0.02%$4.53B11.310.62.4+13.5%
Provident Financial Services$23.71+0.91%$3.06B9.89.42.2+9.7%
Customers Bancorp$78.580.00%$2.66B9.68.71.8+12.4%
Univest Financial$41.57+0.10%$1.15B12.010.72.2+4.1%
Peapack-Gladstone Financial$45.11−0.09%$799.3M15.710.91.7+25.4%
Brink's$110.42−0.46%$4.57B25.711.40.8+7.0%
Median12.010.72.2+9.7%