undamentalytics Newsletter

Wsfs Financial Corp (WSFS) stock

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NASDAQ: WSFS Nasdaq Regional Banks Next results ~January 25, 2027

B Fundamentals grade

Wsfs Financial Corp is a US-listed company in the regional banks industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$69

Valuation models combined (6)

Base case. Range ~$42–$80. Weighted average of 6 models (residual income, justified price-to-book, price-to-book vs return on equity (peers), price-to-book vs peers, forward price-to-earnings vs peers, dividend discount (two-stage)), the residual income counting double.

Price vs value

Overvalued

The price is above our entire value range; our base value is 15% below it.

Price used: $80.52, November 2, 2026

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 5 selling0 purchases and 9 sales by directors and officers, last 12 monthsInsider trades
  • Funds170 adding, 143 cuttingOf 50 active managers that changed their stake, 30 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Wsfs Financial files

Where Wsfs Financial stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.10bn, up 4.5% on a year earlier, faster than the 3.2% growth a quarter earlier. That puts it 44 of 50 for growth among the regional banks companies we cover. The diluted share count is down 8.0% on a year earlier, which lifts each remaining share. Our cash-flow model value is $68.32 a share, against a share price of $79.83.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 25, 2027 (estimated)

Wsfs Financial Corp's trailing-twelve-month revenue grew 4.5% year on year, with a free-cash-flow margin of 22.1%. Where it stands out: change in share count of -8.0% ranks 7 of 230 regional banks companies we cover. Where it lags: revenue growth of 4.5% ranks 206 of 245 regional banks companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 152.2% while net income grew 20.0%: a 132pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Strong cash generation. 22.1% of revenue turned into free cash flow.
  • Shrinking share count. Diluted shares fell 8.0% in a year, so each share owns more of the business.
  • Net cash. Cash exceeds long-term debt by $2.6bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Weak cash conversion. Free cash flow was 76% of net income over the last 12 months.
  • Below peers: revenue growth. Revenue growth of 4.5% ranks 206 of 245 regional banks companies we cover (median 12.5%).

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$1.75 against an average estimate of $1.62: beat by 8.0%
Revenue
$282m, up 5.6% on a year earlier
Share reaction
+2.9% in the first session after the results on October 22, 2026, against -1.7% for the S&P 500
Next report
October 22, 2026; average EPS estimate $1.71

Wsfs Financial's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.6%
  • 1 week+1.2%
  • 1 month+3.2%
  • This year+46.9%
  • 1 year+56.3%
  • 5 years+57.3%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.1B
Net margin
29.1%
EPS (TTM, diluted)
$5.95

Growth

Revenue growth
+4.5%
Change in growth rate
+1.3 pts
Share count change
−8.0%

Earnings

Last results
October 22, 2026
Next results (est.)
January 25, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results
  3. Announcement
  4. Announcement
  5. Leadership
  6. Product
  7. Guidance
  8. Guidance
  9. Guidance
  10. Announcement
  11. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$69
Price used
$80.16close November 3, 2026
Implied change
▼ 14%
Uncertainty
Medium

How we got here: the combined value of 6 valuation models built for a business like Wsfs Financial Corp (see the models table below and how they are combined) , with a 8.54% cost of equity. The models span ~$42–~$80; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Valuation models

We value Wsfs Financial Corp as a bank or lender, with every model that fits that kind of business. Cost of equity 8.5%: the 10-year Treasury yield (4.9%) plus a beta of 0.8 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$71 ~$48–$110 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$75 ~$63–$91 Included
Price-to-book vs return on equity (peers) The price-to-book that peers with this return on equity trade on, from a line fitted across peers. ~$72 ~$43–$100 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$42 ~$55–$82 Included
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$69 ~$65–$83 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$80 ~$65–$100 Included
Combined value Weighted average of the models that apply: the primary model (residual income) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$69 ~$42–$80 6 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Wsfs Financial Corp with banks and lenders in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

68 /100

Moderate moat

How hard Wsfs Financial's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 15 / 20

    Net income has been a median 1.2% of total assets over 10 years.

  • Durability 16 / 20

    Net margin has been a median 23.8%; its worst year was 13.8%.

  • Discipline 13 / 20

    The diluted share count rose 9.9% over five years; stock-based pay has been a median 0.8% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (73 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Wsfs Financial Corp: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $6.80 +31% $1.1bn +7%
Next $7.09 +4% $1.2bn +5%

Next year's EPS estimate has moved +4.7% in 90 days, across 6 analysts.

Earnings against estimates

Wsfs Financial Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $1.62 $1.75 +8.0%
Jun 2026 $1.50 $1.66 +10.7%
Mar 2026 $1.50 $1.68 +11.9%
Dec 2025 $1.23 $1.43 +16.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

6 analysts, Oct 2026
Buy233%
Hold467%
Sell00%

Monthly trend

  1. Oct 2026246
  2. Sep 2026246
  3. Aug 2026246
  4. Jul 2026336

Counts of recommendations published by analysts covering Wsfs Financial Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.4%
of tradable shares
Days to cover
6.95
at average volume
Short interest, 1 month
+9%
to September 30, 2026
Held by institutions
96%
of shares
Held by insiders
1.0%
of shares
Employees
2,323
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months +56.3%

$51.52 on October 31, 2025 to $80.52

Wsfs Financial Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.1bn $1.1bn +4.5%
Net margin 25.3% 29.1% +14.9%
P/E multiple 11.3x 13.5x +19.8%
Share count 59m 54m +8.7%

Biggest factor: p/e multiple.

Last 3 years +115.6%

$37.34 on November 3, 2023 to $80.52

Wsfs Financial Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.2bn $1.1bn −5.6%
Net margin 24.8% 29.1% +17.4%
P/E multiple 8.0x 13.5x +68.6%
Share count 62m 54m +15.3%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Wsfs Financial Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
WSFS+13%−8%+3%+17%+5%+47%
Industry peers (median)+34%−4%−2%+16%+10%+24%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
WSFS58%50%50%42%42%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
WSFS−22%−32%−41%−15%−22%−12%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 66% from August 1, 2018 to March 23, 2020. Getting back needed a 190% gain, reached on October 20, 2021, 576 days after the low.

Price behaviour

52-week range
$51.85 – $82.09
From 52-week high
−1.9%
vs 50-day average
+3.5%
vs 200-day average
+10.9%
Volatility (1 year)
22%
Beta vs S&P 500
0.37

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
9 up, 3 down
typical move ±2.7%
After a week
6 up, 6 down
typical move ±3.9%
After a month
5 up, 6 down
typical move ±5.7%
Wsfs Financial Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 22, 2026 +2.9% −1.7% +3.3% —
July 23, 2026 +1.2% −1.1% +1.2% +1.5%
April 23, 2026 +2.9% +0.4% +3.7% +3.6%
January 26, 2026 +6.8% +0.9% +14.9% +14.7%
July 24, 2025 −3.1% +0.5% −5.7% −0.2%
July 8, 2025 +0.2% +0.5% −1.7% −6.9%
April 24, 2025 +0.9% +2.8% +1.5% +3.3%
January 27, 2025 +3.1% −0.6% +3.1% −0.7%
October 24, 2024 −3.1% +0.2% −2.9% +19.7%
July 25, 2024 +1.3% +0.6% −3.5% −1.1%
April 25, 2024 −4.9% +0.6% −0.5% −2.1%
January 25, 2024 +1.7% +0.4% −4.7% −8.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Wsfs Financial Corp’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade B (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Wsfs Financial Corp in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Wsfs Financial Corp
$1B $1.1B $1.1B $1.2B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $1B Revenue (TTM), FY23 Q4: $1B Revenue (TTM), FY24 Q1: $1B Revenue (TTM), FY24 Q2: $1B Revenue (TTM), FY24 Q3: $1.1B Revenue (TTM), FY24 Q4: $1B Revenue (TTM), FY25 Q1: $1.1B Revenue (TTM), FY25 Q2: $1.1B Revenue (TTM), FY25 Q3: $1.1B Revenue (TTM), FY25 Q4: $1.1B Revenue (TTM), FY26 Q1: $1.1B Revenue (TTM), FY26 Q2: $1.1B $1.1B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $1B
FY23 Q4 $1B
FY24 Q1 $1B
FY24 Q2 $1B
FY24 Q3 $1.1B
FY24 Q4 $1B
FY25 Q1 $1.1B
FY25 Q2 $1.1B
FY25 Q3 $1.1B
FY25 Q4 $1.1B
FY26 Q1 $1.1B
FY26 Q2 $1.1B
Revenue growth, TTM YoY Wsfs Financial Corp
-20% -10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 16.8% Revenue growth, TTM YoY, FY23 Q4: 3.3% Revenue growth, TTM YoY, FY24 Q1: -4.4% Revenue growth, TTM YoY, FY24 Q2: -10.9% Revenue growth, TTM YoY, FY24 Q3: 4.1% Revenue growth, TTM YoY, FY24 Q4: 3.1% Revenue growth, TTM YoY, FY25 Q1: 3.0% Revenue growth, TTM YoY, FY25 Q2: 1.4% Revenue growth, TTM YoY, FY25 Q3: 0.5% Revenue growth, TTM YoY, FY25 Q4: 1.9% Revenue growth, TTM YoY, FY26 Q1: 3.2% Revenue growth, TTM YoY, FY26 Q2: 4.5% 4.5%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 16.8%
FY23 Q4 3.3%
FY24 Q1 -4.4%
FY24 Q2 -10.9%
FY24 Q3 4.1%
FY24 Q4 3.1%
FY25 Q1 3.0%
FY25 Q2 1.4%
FY25 Q3 0.5%
FY25 Q4 1.9%
FY26 Q1 3.2%
FY26 Q2 4.5%
FCF margin (TTM) Wsfs Financial Corp
0% 10% 20% 30% 40% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 35.5% FCF margin (TTM), FY23 Q4: 22.7% FCF margin (TTM), FY24 Q1: 30.4% FCF margin (TTM), FY24 Q2: 25.1% FCF margin (TTM), FY24 Q3: 9.1% FCF margin (TTM), FY24 Q4: 19.7% FCF margin (TTM), FY25 Q1: 9.8% FCF margin (TTM), FY25 Q2: 9.2% FCF margin (TTM), FY25 Q3: 20.6% FCF margin (TTM), FY25 Q4: 20.0% FCF margin (TTM), FY26 Q1: 27.0% FCF margin (TTM), FY26 Q2: 22.1% 22.1%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 35.5%
FY23 Q4 22.7%
FY24 Q1 30.4%
FY24 Q2 25.1%
FY24 Q3 9.1%
FY24 Q4 19.7%
FY25 Q1 9.8%
FY25 Q2 9.2%
FY25 Q3 20.6%
FY25 Q4 20.0%
FY26 Q1 27.0%
FY26 Q2 22.1%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

What Wsfs Financial earned on its loans and securities in FY2025, what it paid depositors and lenders, and how its revenue split between running costs, credit losses, tax and profit.

  1. Interest income $1B
  2. Fee and other income $340M · 31.9%
  3. Interest paid $294M
  4. Net interest income $726M · 68.1%
  5. Revenue $1.1B
  6. Non-interest expense $636M · 59.7%
  7. Credit-loss provisions $49.2M · 4.6%
  8. Pre-tax profit $381M · 35.7%
  9. Income tax $93.4M · 8.8%
  10. Net income $287M · 27.0%
Where Wsfs Financial's revenue went, FY2025
Interest income $1B
Fee and other income $340M 31.9% of revenue
Interest paid $294M
Net interest income $726M 68.1% of revenue
Revenue $1.1B
Non-interest expense $636M 59.7% of revenue
Credit-loss provisions $49.2M 4.6% of revenue
Pre-tax profit $381M 35.7% of revenue
Income tax $93.4M 8.8% of revenue
Net income $287M 27.0% of revenue

Shares of revenue. Source: Wsfs Financial's 10-K for FY2025, as filed with the SEC.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Wsfs Financial Corp: annual financial statements
Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 155 213 241 237 227 239 273 322 379 456 709 715 642 964 1,015 1,046 1,066 1,100
Net income 1 14 23 31 47 54 54 64 50 135 149 115 271 222 269 264 287 320
Diluted EPS −$0.30 $0.49 $0.76 $1.08 $1.69 $1.93 $1.85 $2.06 $1.56 $4.19 $3.00 $2.27 $5.69 $3.49 $4.40 $4.41 $5.09 $5.95
Growth (year on year)
Revenue — +37.2% +13.4% −1.7% −4.2% +5.1% +14.3% +17.9% +17.9% +20.1% +55.7% +0.9% −10.3% +50.2% +5.3% +3.1% +1.9% +4.5%
Net income — — +60.6% +38.1% +49.7% +14.7% −0.4% +19.7% −21.6% +168.2% +10.4% −22.9% +136.5% −18.1% +21.0% −2.0% +9.0% +20.0%
Diluted EPS — — +56.2% +42.5% +56.0% +14.2% −4.1% +11.4% −24.3% +168.6% −28.4% −24.3% +150.7% −38.7% +26.1% +0.2% +15.4% +30.5%
Margins
Net margin 0.4% 6.6% 9.4% 13.2% 20.6% 22.5% 19.6% 19.9% 13.2% 29.6% 21.0% 16.0% 42.3% 23.1% 26.5% 25.2% 27.0% 29.1%
Free-cash-flow margin 9.8% 26.5% 27.3% 40.1% 24.0% 26.5% 24.1% 21.9% 32.3% 28.6% 10.7% 1.1% 18.6% 49.0% 22.7% 19.7% 20.0% 22.1%
Cash flow
Cash from operations 22 62 76 103 57 68 74 80 130 136 90 15 126 481 237 220 220 248
Capital spending 7 6 10 8 3 5 8 10 8 6 14 7 7 9 6 14 6 5
Free cash flow 15 56 66 95 55 63 66 70 122 130 76 8 119 472 231 206 214 243
Stock-based pay 1 1 2 2 4 5 4 3 3 2 4 3 6 6 10 12 13 14
Free cash flow after stock pay 14 55 64 93 51 59 62 67 119 128 72 5 113 466 221 194 201 230
Balance sheet
Cash 322 377 468 501 484 508 561 822 724 621 572 1,655 1,533 837 1,093 1,155 1,699 2,571
Total debt 0 0 0 0 22 — 0 0 0 0 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −322 −377 −468 −501 −462 −508 −561 −822 −724 −621 −572 −1,655 −1,533 −837 −1,093 −1,155 −1,699 −2,571
Diluted shares — 23m 26m 26m 27m 28m 29m 31m 32m 32m 50m 51m 48m 64m 61m 60m 56m 54m
Returned to shareholders
Dividends 5 6 7 7 6 5 6 8 9 13 22 24 24 36 37 36 37 38
Buybacks — — — 5 — 3 32 14 12 31 97 156 13 200 55 96 290 310
Total returned 5 6 7 11 6 7 38 22 21 44 120 180 38 236 91 132 327 348

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$310M
Dividends (TTM)
$38.2M
Returned to shareholders
143%
of free cash flow
Buybacks, last 3 fiscal years
$441M
Diluted share count
−8.0%
year over year
Total shareholder yield
8.3%
dividends 0.9% + buybacks 7.4% of market value
Dividend payout ratio
12%
of net income paid out

Competitors: side by side with peers

Closest by revenue in regional banks
Growth, margins and cash generation against peers
Last 12 months unless stated WSFS RNST UCB HOMB BKU EBC Median
Revenue, last 12 months $1.1bn $1.1bn $1.1bn $1.1bn $1.1bn $1.1bn $255m
Revenue growth, last 12 months 4.5% 32.8% 13.8% 7.1% 6.8% 81.8% 12.5%
Revenue growth, 3-year average −1.9% 18.2% 8.3% 2.7% 3.5% 48.9% 6.0%
Revenue growth, latest quarter 5.6% 2.5% 7.3% 8.9% 3.9% 26.4% 10.7%
Net margin 29.1% 28.7% 34.0% 42.7% 24.4% 33.5% 28.7%
Cash from operations / revenue 22.5% 39.6% 35.0% 40.3% 33.1% 36.2% 34.3%
Free-cash-flow margin 22.1% 36.8% 32.5% 38.3% 29.2% 34.3% 31.4%
Free-cash-flow margin, 3-year average 18.8% 25.2% 30.3% 39.2% 32.3% 39.3% 29.9%
Stock pay / revenue 1.2% 1.8% 1.2% 1.2% 1.9% 1.5% 1.2%
Change in share count −8.0% 32.4% 0.7% −0.4% −1.1% 7.1% 0.4%

Median of all 245 companies we cover in regional banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

245 regional banks companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 4.5% 12.5% 206 of 245
Change in growth rate Growth +1.3pp +0.0pp 87 of 244
Net margin Profitability 29.1% 28.7% 114 of 245
Stock pay as % of revenue Cash generation 1.2% 1.3% 99 of 206
Change in share count Balance sheet -8.0% 0.4% 7 of 230

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue YoY
Financial Service $169M ▲ 15.3%
Trust Fees $78.7M ▲ 34.6%
Credit and Debit Card $72.3M ▼ 18.5%
Private Wealth Management $59.1M ▼ 4.4%
Other services $58.2M ▼ 6.1%
Bailment Fees $53.1M ▼ 23.1%
Wealth Management and Advisory Fees $31.7M ▲ 18.6%
Deposit Account $27.5M ▲ 3.2%
Managed Service Fees $19.8M ▼ 6.9%
Miscellaneous Products and Services $19.2M ▲ 4.4%
Service Fees $18.6M ▲ 2.6%
Interchange Fees $16M ▲ 0.8%
Capital Market Revenue $9.9M ▼ 16.7%
Mortgage Banking $8.4M ▲ 10.5%
Return and Overdraft Fees $7.7M ▲ 6.7%
Currency Preparation $6.8M ▼ 8.7%
Other Card and ATM Fees $3.3M ▼ 14.9%
ATM Insurance $2.6M ▼ 16.4%
Other Deposit Service Fees $1.1M ▼ 8.0%

These categories overlap or exclude eliminations, so shares aren't shown.

From Wsfs Financial Corp's 10-K filed March 2, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$3.6B
Institutions reporting
354
Shares held vs prior quarter
▲ 0.7%
Positions opened / closed
57 / 34

Top buyers and sellers, Q2 2026: 170 institutions bought and 143 sold ; the biggest buyer was Qube Research & Technologies Ltd (+339K shares) and the biggest seller Cooke & Bieler LP (−459K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $577M 7.5M 15.9% ▼ 1.8%
Dimensional Fund Advisors LP $274M 3.6M 7.5% ▲ 0.3%
Vanguard Portfolio Management LLC $254M 3.3M 7.0% ▲ 1.7%
State Street Corp $233M 3.0M 6.4% ▲ 4.5%
Franklin Resources Inc $177M 2.3M 4.9% ▼ 10.3%
Vanguard Capital Management LLC $173M 2.3M 4.8% ▼ 4.7%
Geode Capital Management, LLC $121M 1.6M 3.3% ▲ 15.4%
Nomura Asset Management International Inc. $89.4M 1.2M 2.5% ▼ 24.5%
Invesco Ltd. $80.7M 1.1M 2.2% ▲ 11.4%
Pzena Investment Management LLC $68.2M 888K 1.9% ▲ 1.1%
T. Rowe Price Investment Management, Inc. $66.1M 861K 1.8% ▼ 5.2%
Jpmorgan Chase & Co $63.7M 828K 1.8% ▼ 24.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Wsfs Financial Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Donahue Michael J Director September 10, 2026 Sell 3,247 $79.46 $258,007
Kruzinski Shari EVP, Chief Consumer Bk Officer July 28, 2026 Sell 3,500 $81.74 $286,090
Levenson Rodger President & CEO June 10, 2026 Sell pre-set plan 15,406 $74.43 $1.1M
Levenson Rodger President & CEO June 10, 2026 Sell pre-set plan 50,040 $74.01 $3.7M
Bacci Arthur J EVP, COO February 9, 2026 Sell 59 $70.51 $4,160
Bacci Arthur J EVP, COO February 9, 2026 Sell 17 $70.51 $1,199
Bacci Arthur J EVP, COO February 9, 2026 Sell 1,929 $70.51 $136,014
Kruzinski Shari EVP, Chief Consumer Bk Officer February 5, 2026 Sell 1,000 $70.10 $70,100
Wechsler James J EVP Chief Comm'l Banking Ofc February 5, 2026 Sell 450 $69.90 $31,455

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 4 trades and filings

No trades in Wsfs Financial Corp disclosed in the last 12 months; 4 earlier trades on record.

  • Lisa C. McClain(R-MI 9):Sale (full), $1,001 - $15,000, traded October 31, 2025, filed November 21, 2025
  • Lisa C. McClain(R-MI 9):Purchase, $1,001 - $15,000, traded October 30, 2025, filed November 21, 2025
  • Lisa C. McClain(R-MI 9):Sale (full), $1,001 - $15,000, traded October 30, 2025, filed November 21, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 25, 2027 estimated from the company's past filing pattern, not announced

  • October 22, 2026
  • July 23, 2026
  • April 23, 2026
  • January 26, 2026
  • July 24, 2025
  • July 8, 2025

Recent SEC filings

Data status

When each part of this page on Wsfs Financial Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Wsfs Financial Corp in brief

What does Wsfs Financial Corp do?
Wsfs Financial Corp is a US-listed company in the regional banks industry. Its financial year ends in December.
What is Wsfs Financial Corp's stock ticker?
Wsfs Financial Corp trades under the ticker WSFS on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Wsfs Financial Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Wsfs Financial Corp reported revenue of $1.1B, 4.5% higher than a year earlier, according to its SEC filings.
What is Wsfs Financial Corp's free cash flow?
Wsfs Financial Corp's free-cash-flow margin is 22.1% of revenue over the trailing twelve months.
Who are Wsfs Financial Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Wsfs Financial Corp buying back stock, and does it pay a dividend?
Wsfs Financial Corp spent $310M on share repurchases over the trailing twelve months, and its diluted share count fell 8.0% over the year.
What is Wsfs Financial Corp's market cap?
On November 2, 2026, Wsfs Financial Corp's market capitalisation was about $4.3B, with a price-to-earnings ratio of 13.5 and net debt of -$2.6B. Market figures come from third-party market data and may be delayed.
Does Wsfs Financial Corp pay a dividend?
Yes: Wsfs Financial Corp paid $38.2M in dividends over the trailing twelve months, a dividend yield of 0.91% and a payout ratio of 11.9%.
Who are Wsfs Financial Corp's competitors?
In our Regional Banks peer group, the companies closest to Wsfs Financial Corp are Renasant Corp, United Community Banks Inc, Home Bancshares Inc, Bankunited, Inc. and Eastern Bankshares, Inc. The side-by-side comparison below sets their revenue, margins and growth against Wsfs Financial Corp's.
Are insiders buying or selling Wsfs Financial Corp stock?
Over the last 12 months, Wsfs Financial Corp's directors and officers reported 0 open-market purchases and 9 sales on Form 4. The insider trading page charts every trade.
When is Wsfs Financial Corp's next earnings date?
Around January 25, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Wsfs Financial Corp announces its own schedule.