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WSFS Financial NASDAQ: WSFS reported third-quarter 2026 core earnings per share of $1.75, with core return on assets of 1.58% and core return on tangible common equity of 20.7%, Chief Financial Officer David Burg said during the company’s earnings call. Each measure increased from the prior quarter.

Core pre-provision net revenue rose 15% from a year earlier, while core net income increased 14% and core EPS grew 25%, according to Burg. Net interest margin expanded 1 basis point sequentially to 3.88%, supported by loan growth and higher yields on investment securities, partly offset by a 4-basis-point increase in client deposit costs.

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Deposit Costs and Margin Outlook
Burg said WSFS continues to encounter deposit-pricing pressure and expects its deposit beta to rise over time. The company exited the rate cycle with a cumulative interest-bearing deposit beta of 41% and recorded an 18% beta in connection with the September rate increase.

Management expects to exit 2026 with an up-cycle beta of 35% when incorporating the September increase and an assumed December rate increase. However, Burg told analysts that the normalized beta through the broader rate-increase cycle could be approximately 45% to 50%, consistent with the prior rising-rate cycle.

WSFS remains asset sensitive, Burg said, and he estimated that a 25-basis-point rate increase could add roughly 2 to 3 basis points to net interest margin. He added that heightened competition for deposits could reduce that benefit, making approximately 2 basis points a more appropriate expectation.

The company’s securities portfolio yield has risen to about 2.80% as WSFS reinvests principal and interest proceeds into higher-yielding securities. Management intends to keep the portfolio in the low-20% range as a percentage of assets rather than materially expand it. Burg estimated that reinvestment opportunities in securities and loans could provide roughly 4 to 5 basis points of annual net interest margin benefit.

Loan Growth Led by C&I and Home Lending
Gross loans increased 1% from the prior quarter, or 5% on an annualized basis. Excluding continued runoff in the Spring EQ portfolio, loans grew 2% sequentially and 7% year over year.

Commercial and industrial loans rose 1% sequentially and 9% from a year earlier. Burg said C&I funding moderated from elevated levels during the first half of the year but remains at a more normalized level, while client activity and the pipeline remain healthy.

Residential mortgage and home equity loans increased 6% sequentially and 24% year over year, despite the interest-rate environment. Burg said mortgage origination demand has been affected by rates above 7%, and WSFS does not expect the same pace of consumer real estate lending growth to continue. Still, he said the company believes its origination strategy remains differentiated and competitive.

Chairman, President and CEO Rodger Levenson said higher rates are making some commercial real estate projects harder to justify because of debt-service coverage requirements. However, he said the company has not seen a material impact in its review of commercial real estate loans maturing over the next 24 months. WSFS has been assessing those loans using a 7.5% coupon to identify potential stress, he said.

Levenson said the bank has not observed a meaningful change in C&I clients’ willingness to invest, although competition for C&I relationships remains substantial.

Deposits, Fee Revenue and Institutional Services
Client deposits declined 3% sequentially, primarily due to expected outflows of elevated transactional balances in institutional services and commercial banking at the end of the prior quarter. Average deposits increased slightly from the second quarter.

Average core deposits increased 10% year over year, while average non-interest-bearing deposits grew 20%. Non-interest-bearing balances represented 35% of total average deposits.

Burg said the company generally expects deposit growth and loan growth to track at mid-single-digit rates over time. Deposit growth has outpaced lending over the past year, aided by institutional services and commercial banking, but management expects that difference to normalize.

Core fee revenue declined 1% from the prior quarter but rose 3% year over year. Wealth and trust revenue grew 30% year over year and represented about 60% of total fee revenue. The business has produced double-digit year-over-year growth for eight consecutive quarters.

Corporate trust revenue increased 45% year over year.
Global capital markets revenue increased 48% year over year.
The Bryn Mawr Trust Company of Delaware increased 22% year over year.
Private wealth revenue rose 14% year over year, aided by higher assets under management.

Burg attributed institutional-services growth to new mandates and market-share gains. He said the securitization market has remained resilient across rate environments, although sustained higher rates could slow activity in some asset classes. Management’s longer-term goal is to grow wealth and trust revenue at a double-digit rate, though Burg said the quarter’s 30% growth rate should not be viewed as a sustained level.

Cash Connect fees declined from a year earlier due to 2025 interest-rate cuts and lower volumes, though the business generated a 15% profit margin. Burg said a 25-basis-point rate increase would raise both annualized Cash Connect fee revenue and expenses by roughly $2.5 million, producing several hundred thousand dollars of annual profitability pressure. The company is seeking to reduce non-interest-earning in-transit cash to mitigate the impact.

Expenses, Credit and Capital Returns
Core non-interest expenses declined 3% sequentially and were generally flat from a year earlier, helping reduce the efficiency ratio to 56.1%. Burg said results benefited from roughly $2 million to $3 million in favorable nonrecurring items, including lower medical expense after elevated costs in the second quarter. Management said it intends to continue lowering the efficiency ratio gradually while maintaining investments in the franchise.

Asset-quality metrics were largely stable, and WSFS recorded a net recovery for the second time in 2026. Year-to-date net charge-offs totaled 3 basis points of average gross loans. Delinquencies fell 3% sequentially and 11% from a year earlier to their lowest level in two years.

Problem assets increased $57.5 million, or 12% sequentially, reflecting several downgrades in multifamily, construction and C&I loans. They remained down 16% from a year earlier. Nonperforming assets were generally unchanged as an increase tied to a student-housing-related loan was offset by other payoffs. The company recorded an $8 million specific reserve associated with that loan.

WSFS returned $70 million of capital to shareholders during the quarter, including $60 million through share repurchases. The company has repurchased 5.6% of shares outstanding year to date and returned more than 90% of net income to shareholders.

Burg said WSFS remains focused on reaching a 12% medium-term capital target but reduced the pace of buybacks because of interest-rate volatility and its tangible common equity ratio. The company returned about 80% of net income to shareholders in the third quarter, compared with about 100% in prior quarters, and may maintain a similar pace in the coming quarter.

About WSFS Financial (NASDAQ:WSFS)WSFS Financial Corporation is the financial holding company for WSFS Bank, a full-service community banking institution headquartered in Wilmington, Delaware. Founded in 1832, WSFS is one of the oldest and largest locally managed banks in the Delaware Valley.

WSFS Bank provides a range of banking services for individuals, families, businesses and institutions. Its offerings include checking and savings accounts, consumer lending, residential mortgages, commercial loans, treasury and cash-management services, and online and mobile banking.

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WSFS Financial (WSFS) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.4 per share a year ago.

Evaluate the expected performance of WSFS (WSFS) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

WSFS Financial (WSFS - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 22. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $1.61 per share in its upcoming report, which represents a year-over-year change of +15%.

Revenues are expected to be $287.45 million, up 6.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.35% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for WSFS?For WSFS, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -3.88%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that WSFS will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that WSFS would post earnings of $1.51 per share when it actually produced earnings of $1.66, delivering a surprise of +9.93%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

WSFS doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAnother stock from the Zacks Financial - Savings and Loan industry, Great Southern Bancorp (GSBC - Free Report) , is soon expected to post earnings of $1.39 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -10.9%. Revenues for the quarter are expected to be $55.6 million, down 3.9% from the year-ago quarter.

The consensus EPS estimate for Great Southern Bancorp has remained unchanged over the last 30 days. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Great Southern Bancorp will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

WSFS Financial (WSFS - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for WSFS basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for WSFS imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for WSFSFor the fiscal year ending December 2026, this bank holding company is expected to earn $6.59 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for WSFS. Over the past three months, the Zacks Consensus Estimate for the company has increased 4.3%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of WSFS to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

First Community (NASDAQ:FCCO – Get Free Report) and WSFS Financial (NASDAQ:WSFS – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, risk, profitability, dividends, valuation, analyst recommendations and institutional ownership.

Institutional & Insider Ownership 61.3% of First Community shares are owned by institutional investors. Comparatively, 88.5% of WSFS Financial shares are owned by institutional investors. 8.8% of First Community shares are owned by company insiders. Comparatively, 1.1% of WSFS Financial shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Profitability This table compares First Community and WSFS Financial’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets First Community 18.32% 13.23% 1.16% WSFS Financial 23.34% 11.71% 1.47% Risk and Volatility First Community has a beta of 0.33, suggesting that its share price is 67% less volatile than the S&P 500. Comparatively, WSFS Financial has a beta of 0.76, suggesting that its share price is 24% less volatile than the S&P 500. Dividends First Community pays an annual dividend of $0.68 per share and has a dividend yield of 2.1%. WSFS Financial pays an annual dividend of $0.80 per share and has a dividend yield of 1.0%. First Community pays out 25.4% of its earnings in the form of a dividend. WSFS Financial pays out 13.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. First Community has increased its dividend for 4 consecutive years and WSFS Financial has increased its dividend for 1 consecutive years. First Community is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Ratings This is a summary of recent recommendations for First Community and WSFS Financial, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score First Community 0 1 2 0 2.67 WSFS Financial 0 5 3 0 2.38 First Community presently has a consensus price target of $37.50, suggesting a potential upside of 13.81%. WSFS Financial has a consensus price target of $83.07, suggesting a potential upside of 6.83%. Given First Community’s stronger consensus rating and higher probable upside, equities research analysts clearly believe First Community is more favorable than WSFS Financial.

Valuation & Earnings This table compares First Community and WSFS Financial”s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio First Community $114.00 million 2.72 $19.20 million $2.68 12.29 WSFS Financial $1.36 billion 2.92 $287.35 million $5.98 13.00 WSFS Financial has higher revenue and earnings than First Community. First Community is trading at a lower price-to-earnings ratio than WSFS Financial, indicating that it is currently the more affordable of the two stocks.

Summary WSFS Financial beats First Community on 11 of the 17 factors compared between the two stocks.

(Get Free Report)

First Community Corporation operates as the bank holding company for First Community Bank that provides various commercial and retail banking products and services to small-to-medium sized businesses, professionals, and individuals. The company operates through Commercial and Retail Banking, Mortgage Banking, and Investment Advisory and Non-Deposit segments. Its deposit products include checking, NOW, savings, and individual retirement accounts; and demand deposits, as well as other time deposits, such as daily money market accounts and longer-term certificates of deposit. The company's loan portfolio comprises commercial loans that include secured and unsecured loans for working capital, business expansion, and the purchase of equipment and machinery; consumer loans, including secured and unsecured loans for financing automobiles, home improvements, education, and personal investments; real estate construction and acquisition loans; and fixed and variable rate mortgage loans. It also provides online banking, internet banking, cash management, safe deposit boxes, direct deposit of payroll and social security checks, and automatic drafts for various accounts. In addition, the company offers non-deposit investment products and other investment brokerage services; VISA and MasterCard credit card services; investment advisory services; and insurance services. The company was incorporated in 1994 and is headquartered in Lexington, South Carolina.

About WSFS Financial (Get Free Report)

WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities. The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial mortgage and commercial loans; commercial construction loans; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion and other business purposes; and consumer credit products, such as home equity loans, home equity lines of credit, automobile loans, unsecured lines of credit, and other secured and unsecured personal installment loans. In addition, it offers insurance products; planning and advisory services, investment management, trust services, and credit and deposit products to individual, corporate and institutional clients; retail securities and insurance brokerage services; mortgage and title services; residential mortgage and refinancing solutions; and leases small equipment and fixed assets, as well as provides financial planning, customized investment strategies, brokerage products, fiduciary, and wealth management services. Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, and deposit safe cash logistics services, as well as trustee, agency, bankruptcy administration, custodial and commercial domicile services. The company was founded in 1832 and is based in Wilmington, Delaware.

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Jupiter Topco LLC acquired a new stake in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 21,234 shares of the bank’s stock, valued at approximately $1,629,000.

A number of other large investors have also bought and sold shares of WSFS. BlackRock Inc. bought a new position in shares of WSFS Financial during the 2nd quarter worth $576,695,000. Franklin Resources Inc. raised its stake in WSFS Financial by 1.3% in the 4th quarter. Franklin Resources Inc. now owns 2,465,792 shares of the bank’s stock valued at $136,210,000 after acquiring an additional 32,423 shares during the period. Invesco Ltd. lifted its holdings in WSFS Financial by 6.1% during the fourth quarter. Invesco Ltd. now owns 1,066,591 shares of the bank’s stock valued at $58,918,000 after purchasing an additional 60,931 shares during the last quarter. Cooke & Bieler LP lifted its holdings in WSFS Financial by 2.3% during the fourth quarter. Cooke & Bieler LP now owns 1,055,902 shares of the bank’s stock valued at $58,328,000 after purchasing an additional 23,946 shares during the last quarter. Finally, Pzena Investment Management LLC bought a new position in WSFS Financial during the second quarter worth about $68,174,000. 88.49% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets In other WSFS Financial news, CEO Rodger Levenson sold 65,446 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $74.11, for a total transaction of $4,850,203.06. Following the completion of the transaction, the chief executive officer owned 186,088 shares of the company’s stock, valued at $13,790,981.68. This represents a 26.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Shari Kruzinski sold 3,500 shares of WSFS Financial stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $81.74, for a total value of $286,090.00. Following the completion of the sale, the executive vice president owned 15,207 shares in the company, valued at approximately $1,243,020.18. This represents a 18.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is owned by company insiders.

Analysts Set New Price Targets WSFS has been the topic of several research reports. Keefe, Bruyette & Woods boosted their price target on shares of WSFS Financial from $83.00 to $89.00 and gave the company a “market perform” rating in a research report on Monday, July 27th. Stephens lowered shares of WSFS Financial from an “overweight” rating to an “equal weight” rating and set a $87.00 price objective for the company. in a research note on Wednesday, August 12th. Piper Sandler reissued a “neutral” rating and set a $90.00 target price (up from $80.00) on shares of WSFS Financial in a report on Monday, August 3rd. DA Davidson set a $83.00 price target on WSFS Financial and gave the company a “neutral” rating in a research report on Monday, July 27th. Finally, Weiss Ratings raised WSFS Financial from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday. Three equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $83.07. Check Out Our Latest Stock Report on WSFS

WSFS Financial Price Performance Shares of WSFS Financial stock opened at $79.37 on Friday. The firm has a market capitalization of $4.06 billion, a PE ratio of 13.27 and a beta of 0.76. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.11. WSFS Financial Corporation has a 12 month low of $49.92 and a 12 month high of $82.94. The business’s 50-day moving average price is $79.31 and its 200-day moving average price is $72.65.

WSFS Financial (NASDAQ:WSFS – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The bank reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.50 by $0.16. WSFS Financial had a net margin of 23.34% and a return on equity of 11.71%. The business had revenue of $284.70 million for the quarter, compared to analysts’ expectations of $278.41 million. During the same period last year, the business earned $1.27 earnings per share. The business’s quarterly revenue was up 5.6% on a year-over-year basis. Sell-side analysts forecast that WSFS Financial Corporation will post 6.58 EPS for the current fiscal year.

WSFS Financial Announces Dividend The company also recently declared a quarterly dividend, which was paid on Friday, August 21st. Shareholders of record on Friday, August 7th were given a dividend of $0.20 per share. The ex-dividend date of this dividend was Friday, August 7th. This represents a $0.80 annualized dividend and a yield of 1.0%. WSFS Financial’s dividend payout ratio is presently 13.38%.

About WSFS Financial (Free Report)

WSFS Financial Corporation is the bank holding company for WSFS Bank, a regional financial institution headquartered in Wilmington, Delaware. The company traces its roots to the Safe Deposit & Trust Company, founded in 1832, and formally organized as WSFS Financial in the mid-1980s. Over its long history, WSFS has grown through a combination of organic expansion and selective acquisitions to serve a broad base of individual, commercial and institutional clients.

WSFS Bank offers a full suite of banking and financial services, including retail and commercial deposit accounts, commercial and industrial lending, real estate financing, and treasury management solutions.

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WILMINGTON, Del.--(BUSINESS WIRE)--Kroll Bond Rating Agency (KBRA) has reaffirmed the senior unsecured debt rating of A- for WSFS Financial Corporation (NASDAQ: WSFS) (“WSFS” or “the Company”). KBRA also reaffirmed WSFS' subordinated debt rating of BBB+ and a short-term debt rating of K2. WSFS Bank, the Company's primary subsidiary, received strong credit ratings as well, including A ratings for both senior unsecured debt and deposit, a subordinated debt rating of A-, and the short-term debt an.

BlackRock Inc. acquired a new position in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 7,515,901 shares of the bank’s stock, valued at approximately $576,695,000. BlackRock Inc. owned 14.44% of WSFS Financial as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Root Financial Partners LLC raised its holdings in WSFS Financial by 92.4% in the 1st quarter. Root Financial Partners LLC now owns 431 shares of the bank’s stock worth $28,000 after purchasing an additional 207 shares during the period. NewEdge Advisors LLC purchased a new position in WSFS Financial during the fourth quarter worth approximately $33,000. Torren Management LLC purchased a new position in WSFS Financial during the fourth quarter worth approximately $35,000. Clearstead Advisors LLC grew its holdings in WSFS Financial by 167.5% in the fourth quarter. Clearstead Advisors LLC now owns 781 shares of the bank’s stock valued at $43,000 after purchasing an additional 489 shares during the period. Finally, Quarry LP grew its holdings in WSFS Financial by 159.7% in the third quarter. Quarry LP now owns 813 shares of the bank’s stock valued at $44,000 after purchasing an additional 500 shares during the period. 88.49% of the stock is owned by hedge funds and other institutional investors.

WSFS Financial Stock Performance WSFS stock opened at $79.88 on Monday. WSFS Financial Corporation has a 12-month low of $49.92 and a 12-month high of $82.94. The business’s 50-day moving average is $78.69 and its 200 day moving average is $71.98. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.11. The stock has a market cap of $4.08 billion, a price-to-earnings ratio of 13.36 and a beta of 0.76.

WSFS Financial (NASDAQ:WSFS – Get Free Report) last announced its earnings results on Thursday, July 23rd. The bank reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.50 by $0.16. The business had revenue of $284.70 million during the quarter, compared to analysts’ expectations of $278.41 million. WSFS Financial had a return on equity of 11.71% and a net margin of 23.34%.The business’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.27 earnings per share. On average, sell-side analysts anticipate that WSFS Financial Corporation will post 6.58 EPS for the current fiscal year. WSFS Financial Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, August 21st. Investors of record on Friday, August 7th were given a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, August 7th. WSFS Financial’s payout ratio is presently 13.38%.

Analyst Upgrades and Downgrades Several brokerages have recently weighed in on WSFS. UBS Group set a $76.00 target price on WSFS Financial in a research note on Monday, April 27th. Weiss Ratings reissued a “buy (b)” rating on shares of WSFS Financial in a research note on Friday, June 12th. Stephens lowered shares of WSFS Financial from an “overweight” rating to an “equal weight” rating and set a $87.00 price target for the company. in a report on Wednesday, August 12th. Keefe, Bruyette & Woods boosted their price target on shares of WSFS Financial from $83.00 to $89.00 and gave the stock a “market perform” rating in a report on Monday, July 27th. Finally, DA Davidson set a $83.00 price objective on shares of WSFS Financial and gave the stock a “neutral” rating in a research report on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $83.07.

View Our Latest Stock Report on WSFS Financial

Insider Activity at WSFS Financial In other WSFS Financial news, EVP Shari Kruzinski sold 3,500 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $81.74, for a total value of $286,090.00. Following the transaction, the executive vice president owned 15,207 shares in the company, valued at approximately $1,243,020.18. This trade represents a 18.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Rodger Levenson sold 65,446 shares of WSFS Financial stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $74.11, for a total transaction of $4,850,203.06. Following the sale, the chief executive officer directly owned 186,088 shares in the company, valued at approximately $13,790,981.68. This trade represents a 26.02% decrease in their position. The SEC filing for this sale provides additional information. 1.10% of the stock is currently owned by insiders.

WSFS Financial Company Profile (Free Report)

WSFS Financial Corporation is the bank holding company for WSFS Bank, a regional financial institution headquartered in Wilmington, Delaware. The company traces its roots to the Safe Deposit & Trust Company, founded in 1832, and formally organized as WSFS Financial in the mid-1980s. Over its long history, WSFS has grown through a combination of organic expansion and selective acquisitions to serve a broad base of individual, commercial and institutional clients.

WSFS Bank offers a full suite of banking and financial services, including retail and commercial deposit accounts, commercial and industrial lending, real estate financing, and treasury management solutions.

Further Reading Five stocks we like better than WSFS Financial VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding WSFS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for WSFS Financial Corporation (NASDAQ:WSFS – Free Report).

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Posted by Defense World Staff on Aug 15th, 2026

Assenagon Asset Management S.A. acquired a new stake in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 18,034 shares of the bank’s stock, valued at approximately $1,384,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Baron Wealth Management LLC acquired a new position in WSFS Financial in the second quarter valued at $216,000. GAMMA Investing LLC increased its holdings in shares of WSFS Financial by 11.9% during the 2nd quarter. GAMMA Investing LLC now owns 2,414 shares of the bank’s stock worth $185,000 after buying an additional 256 shares during the last quarter. Stillwater Private Wealth LLC purchased a new position in shares of WSFS Financial in the 1st quarter worth $258,000. Glenmede Trust Co. NA boosted its holdings in WSFS Financial by 4.1% in the first quarter. Glenmede Trust Co. NA now owns 12,804 shares of the bank’s stock valued at $838,000 after acquiring an additional 503 shares during the last quarter. Finally, Bank of America Corp DE boosted its holdings in WSFS Financial by 11.4% in the first quarter. Bank of America Corp DE now owns 737,587 shares of the bank’s stock valued at $48,282,000 after acquiring an additional 75,283 shares during the last quarter. Hedge funds and other institutional investors own 88.49% of the company’s stock.

Insiders Place Their Bets In other WSFS Financial news, CEO Rodger Levenson sold 65,446 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $74.11, for a total transaction of $4,850,203.06. Following the transaction, the chief executive officer owned 186,088 shares in the company, valued at $13,790,981.68. This trade represents a 26.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Shari Kruzinski sold 3,500 shares of WSFS Financial stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $81.74, for a total transaction of $286,090.00. Following the completion of the transaction, the executive vice president directly owned 15,207 shares in the company, valued at approximately $1,243,020.18. This represents a 18.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.10% of the company’s stock.

Wall Street Analysts Forecast Growth WSFS has been the subject of a number of research reports. Piper Sandler reissued a “neutral” rating and set a $90.00 price target (up from $80.00) on shares of WSFS Financial in a research report on Monday, August 3rd. UBS Group set a $76.00 price objective on WSFS Financial in a research note on Monday, April 27th. Keefe, Bruyette & Woods boosted their target price on WSFS Financial from $83.00 to $89.00 and gave the stock a “market perform” rating in a report on Monday, July 27th. Weiss Ratings reissued a “buy (b)” rating on shares of WSFS Financial in a research report on Friday, June 12th. Finally, Stephens lowered shares of WSFS Financial from an “overweight” rating to an “equal weight” rating and set a $87.00 price target on the stock. in a report on Wednesday. Three research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $83.07.

Check Out Our Latest Research Report on WSFS

WSFS Financial Stock Performance Shares of NASDAQ WSFS opened at $81.66 on Friday. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.11. The stock has a 50 day simple moving average of $78.01 and a 200-day simple moving average of $71.30. The company has a market cap of $4.17 billion, a PE ratio of 13.66 and a beta of 0.77. WSFS Financial Corporation has a 12-month low of $49.92 and a 12-month high of $82.94.

WSFS Financial (NASDAQ:WSFS – Get Free Report) last announced its earnings results on Thursday, July 23rd. The bank reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.16. WSFS Financial had a return on equity of 11.71% and a net margin of 23.34%.The firm had revenue of $284.70 million for the quarter, compared to the consensus estimate of $278.41 million. During the same quarter in the previous year, the business earned $1.27 EPS. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. On average, equities research analysts forecast that WSFS Financial Corporation will post 6.58 EPS for the current year.

WSFS Financial Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Stockholders of record on Friday, August 7th will be issued a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, August 7th. WSFS Financial’s payout ratio is currently 13.38%.

WSFS Financial Profile (Free Report)

WSFS Financial Corporation is the bank holding company for WSFS Bank, a regional financial institution headquartered in Wilmington, Delaware. The company traces its roots to the Safe Deposit & Trust Company, founded in 1832, and formally organized as WSFS Financial in the mid-1980s. Over its long history, WSFS has grown through a combination of organic expansion and selective acquisitions to serve a broad base of individual, commercial and institutional clients.

WSFS Bank offers a full suite of banking and financial services, including retail and commercial deposit accounts, commercial and industrial lending, real estate financing, and treasury management solutions.

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Higher interest rates for a longer time and easing lending standards are brightening the outlook for the Zacks Savings and Loan industry. The Federal Reserve has paused rate cuts and signaled a hike amid signs of higher inflation. Yet, decent economic growth is expected to continue and even boost loan demand, supporting top-line growth.

The digitization of operations will also support the industry players. However, credit quality is expected to remain under pressure, given high inflation. Nonetheless, companies like WSFS Financial (WSFS - Free Report) , Provident Financial Services (PFS - Free Report) and Southern Missouri Bancorp (SMBC - Free Report) are worth betting on.

Industry Description The Zacks Savings and Loan industry consists of specialized U.S. banks, which are generally locally owned, focusing on extending residential mortgage finance. Companies in the industry provide residential mortgages, commercial and industrial mortgages, home equity loans, vehicle loans and other business loans. The institutions fund mortgages with savings insured by the Federal Deposit Insurance Corporation ("FDIC"). They offer high interest rates on savings to attract deposits, enhancing their ability to lend for mortgages. Although the firms operate similarly to commercial banks by providing various banking services, such as checking and savings accounts, they were previously legally bound to invest at least 65% of their asset holdings in mortgages. Effective July 1, 2019, a ruling lifted the restriction for institutions insured by the FDIC.

3 Savings & Loan Industry Trends to Watch Interest Rates & Loan Demand: After lowering interest rates by 175 basis points since 2024, the Federal Reserve has paused its easing cycle and adopted a more hawkish stance.

This shift reflects inflation remaining well above the central bank’s 2% target, exacerbated by the recent oil price shock stemming from geopolitical tensions in the Middle East. 

Nonetheless, demand for loans is expected to remain resilient and gradually improve, supported by solid economic growth and a still-low unemployment rate.

Mortgage rates are also relatively lower than the highs seen in 2025. As such, purchase originations and refinancing activities are improving. This is expected to instill confidence among borrowers and support demand in most loan categories.

Consequently, industry participants are likely to benefit from continued expansion in the net interest margin (NIM) and net interest income (NII) in the coming quarters.

Digital Ramp-Ups: Savings and loan companies have been facing numerous challenges, including legacy technologies and an unbalanced customer base.

To counter this, industry players have been ramping up the transition to digitally focused, technology-driven and flexible operating institutions to remain competitive and reap profits in the rapidly evolving market.

These initiatives are expected to reduce processing expenses, support scalable growth and ultimately boost profitability through higher operating leverage and stronger returns.

Asset Quality: While lower interest rates have helped borrowers stay current on loan and interest repayments, persistent macroeconomic and geopolitical headwinds have kept inflation elevated. This has prompted the central bank to signal a potential rate hike later this year, which could somewhat weaken borrowers’ repayment capacity. '

As a result, Savings & Loans industry providers are likely to set aside substantial reserves for potential delinquencies. Moreover, several credit quality metrics are already trending above the pre-pandemic levels.

Zacks Industry Rank Indicates Solid Prospects The Zacks Savings and Loan industry is a 17-stock group within the broader Zacks Finance sector. The industry currently carries a Zacks Industry Rank #83, which places it in the top 34% of more than 240 Zacks industries.

The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates outperformance in the near term. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Before we present a few stocks that you may want to bet on, let us take a look at the industry's recent stock market performance and the valuation picture.

Industry Outperforms S&P 500 & Sector The Zacks Savings and Loan Industry has widely outperformed the S&P 500 and the Zacks Finance sector composite over the past year.

The stocks in the industry have collectively returned 36.9%, whereas the S&P 500 Index has risen 25.7%. In the same period, the sector has appreciated 18.2%.

Price Performance

Industry's Current Valuation One might get a good sense of the industry's relative valuation by looking at its price-to-tangible book ratio (P/TB), which is commonly used for valuing finance companies because of large variations in their earnings from one quarter to the next.

The industry currently has a trailing 12-month P/TB of 2.61X. The industry is trading at a discount compared with the market at large, as the trailing 12-month P/TB ratio for the S&P 500 composite is 10.47X.

Price-to-Tangible Book TTM

 

As finance stocks typically have a low P/TB ratio, comparing savings and loan stocks with the S&P 500 may not make sense to many investors. A comparison of the group's P/TB ratio with that of its broader sector ensures that the group is trading at a decent discount. The Zacks Finance sector's current trailing 12-month P/TB of 6.52X is above the Zacks Savings and Loan industry's ratio.

Price-to-Tangible Book TTM

3 Savings & Loan Stocks to Invest In: WSFS, PFS & SMBC WSFS Financial is a multi-billion-dollar financial services company with $22.6 billion in assets, as of June 30, 2026. WSFS is managing a stable, sustainable loan growth trajectory, backed by deposit strength and a diversified lending pipeline.

Declining deposit costs and disciplined expense management continue to support profitability, while strategic capital returns enhance shareholder value.

WSFS Financial is also benefiting from diversified revenue streams, growing market share, and continued investments in talent and product offerings that strengthen its competitive position.

The company witnessed an improving credit trend across its loan portfolio in the second quarter of 2026. Looking ahead, WSFS should benefit from continued deposit and loan growth, further expansion in Wealth & Trust, and reinvestment of more than $1 billion of expected investment-portfolio cash flows at higher yields, which management expects to support earnings stability and NIM.

Reflecting these trends, the company raised its 2026 outlook of core ROA to 1.50% from the 1.40% mentioned previously. The company also expects deposit growth in the high-single-digit range (up from the prior stated mid-single-digit growth). NIM is expected to be 3.85% (up from the 3.80% stated previously).

The Zacks Consensus Estimate for WSFS’s 2026 earnings and sales indicates 26.3% and 6.8% year-over-year rallies, respectively. It has a market capitalization of $4.15 billion.

Price and Consensus: WSFS

Provident Financial, offers a broad array of deposit, loan, trust and investment products through its extensive network of branches.

In May 2025, Provident Financial completed its merger with Lakeland Bancorp, Inc., creating a super-community bank. The combined franchise will benefit from incremental revenue growth opportunities. It will include Provident Financial’s fee-based insurance and wealth management businesses, as well as Lakeland Bancorp’s growth in asset-based lending, equipment lease financing and mortgage warehouse lending.

As of June 30, 2026, the company had assets of $25.7 billion and net loans of $20.1 billion.

Given improving origination volume, Provident Financial’s mortgage banking revenues are likely to improve in the upcoming period. The company’s servicing business is expected to continue driving earnings, with an additional upside potential from the production segment, backed by improvement in the origination market.

PFS presently carries a Zacks Rank #2. The Zacks Consensus Estimate for its 2026 earnings and sales indicates 7.6% and 7.4% year-over-year increases, respectively.

The company has a market capitalization of $3.2 billion.

Price and Consensus: PFS

Southern Missouri Bancorp, the parent corporation of Southern Bank, provides a broad range of commercial and consumer banking products, including lending, deposit services, wealth management and digital banking solutions. 

The company continues to demonstrate strong growth through expanding loan balances, improving profitability and disciplined capital management.

SMBC also benefited from an expanding NIM of 3.67%, supported by lower funding costs and higher earning assets, which helped increase NII year over year by more than 10.1% in the fourth quarter of fiscal 2026 (ended June 30). 

Southern Missouri is strengthening shareholder value through steady earnings growth, share repurchases and its 129th consecutive quarterly dividend, while continuing to expand its regional footprint and loan origination pipeline across the key Midwest and Southern markets.

However, weakening asset quality is concerning for the company. Non-performing assets represented 0.64% of the total assets, while the allowance for credit losses was 1.26% of gross loans as of June 30, 2026.

The Zacks Consensus Estimate for its 2026 earnings and sales indicates 6.6% and 5.8% year-over-year increases, respectively. The company has a market capitalization of $849.9 million.

SMBC presently carries a Zacks Rank #2.

Price and Consensus: SMBC

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at WSFS Financial (WSFS - Free Report) , a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. WSFS Financial currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for WSFS that show why this bank holding company shows promise as a solid momentum pick.

A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For WSFS, shares are up 0.45% over the past week while the Zacks Financial - Savings and Loan industry is up 1.2% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 7.48% compares favorably with the industry's 4.4% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of WSFS Financial have risen 16.36%, and are up 50.07% in the last year. On the other hand, the S&P 500 has only moved 7.68% and 23.46%, respectively.

Investors should also take note of WSFS's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now WSFS is averaging 466,046 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with WSFS.

Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost WSFS's consensus estimate, increasing from $6.29 to $6.58 in the past 60 days. Looking at the next fiscal year, 4 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that WSFS is a #2 (Buy) stock with a Momentum Score of A. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep WSFS Financial on your short list.

WILMINGTON, Del.--(BUSINESS WIRE)--Regional consumers are rewriting their financial playbooks. Rather than simply reacting to economic headwinds, households are showing increasing levels of financial mindfulness, and are evaluating how they spend, borrow, and save. According to the annual Money Trends survey from WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), this behavioral shift is underscored by the fact that 39% of respondents report spending less overall th.

WSFS Financial Corporation (WSFS) Q2 2026 Earnings Call Transcript

WSFS Financial (WSFS - Free Report) reported $282.47 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.6%. EPS of $1.66 for the same period compares to $1.27 a year ago.

The reported revenue represents a surprise of +0.9% over the Zacks Consensus Estimate of $279.96 million. With the consensus EPS estimate being $1.51, the EPS surprise was +9.93%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how WSFS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Interest Margin: 3.9% versus the two-analyst average estimate of 3.8%.Efficiency Ratio: 58.8% versus the two-analyst average estimate of 58%.Net Interest Income: $192.5 million versus $188.13 million estimated by two analysts on average.Total Non-Interest Income: $89.97 million compared to the $91.83 million average estimate based on two analysts.Mortgage banking activities, net: $1.32 million versus $2.82 million estimated by two analysts on average.View all Key Company Metrics for WSFS here>>>

Shares of WSFS have returned +2.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, today announced its financial results for the second quarter of 2026. Selected financial results and metrics are as follows: (Dollars in millions, except per share data)     2Q 2026       1Q 2026       2Q 2025   Net interest income   $ 192.5     $ 185.1     $ 179.5   Fee revenue     90.0       90.1       88.0   Total net revenue     282.5       275.3       267.5   Provision for (recove.

The upcoming report from WSFS Financial (WSFS - Free Report) is expected to reveal quarterly earnings of $1.51 per share, indicating an increase of 18.9% compared to the year-ago period. Analysts forecast revenues of $279.96 million, representing an increase of 4.7% year over year.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

With that in mind, let's delve into the average projections of some WSFS metrics that are commonly tracked and projected by analysts on Wall Street.

It is projected by analysts that the 'Net Interest Margin' will reach 3.8%. Compared to the current estimate, the company reported 3.9% in the same quarter of the previous year.

Analysts forecast 'Efficiency Ratio' to reach 58.0%. Compared to the current estimate, the company reported 59.5% in the same quarter of the previous year.

The consensus among analysts is that 'Net Interest Income' will reach $188.13 million. The estimate is in contrast to the year-ago figure of $179.50 million.

Analysts' assessment points toward 'Total Non-Interest Income' reaching $91.83 million. The estimate is in contrast to the year-ago figure of $88.01 million.

View all Key Company Metrics for WSFS here>>>

Shares of WSFS have demonstrated returns of +4.6% over the past month compared to the Zacks S&P 500 composite's +0.3% change. With a Zacks Rank #2 (Buy), WSFS is expected to beat the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

WSFS Financial (WSFS - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $1.51 per share in its upcoming report, which represents a year-over-year change of +18.9%.

Revenues are expected to be $279.96 million, up 4.7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.22% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for WSFS?For WSFS, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.55%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that WSFS will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that WSFS would post earnings of $1.48 per share when it actually produced earnings of $1.45, delivering a surprise of -2.03%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

WSFS appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation expects to report its second quarter earnings at the end of business on Thursday, July 23, 2026.

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation, the parent company of Bryn Mawr Trust Advisors, today announced key leadership promotions and appointments. These strategic changes reinforce the firm’s commitment to serving clients across the region with deep expertise, strong local relationships, and comprehensive advice.

Brandon McFadden has been promoted to Managing Director, where he will lead Bryn Mawr Trust Advisors’ advisory services. In this role, McFadden will continue to drive the firm’s client-focused wealth management strategy while supporting growth and collaboration across the market.

Andrew Davis has been named Head of Investment Strategy. In this role, Davis, formerly Director of Macroeconomic Research, will lead the development of U.S. macroeconomic and market analysis to inform investment decision-making and serve as the primary spokesperson for the Chief Investment Office on overall investment strategy.

David Navarro has been promoted to Wealth Director. Navarro is responsible for leading the Philadelphia market, where he oversees a collaborative team of advisors and client support teams delivering comprehensive solutions to clients throughout the region.

Michael Paregian has been named Wealth Director for Bryn Mawr Trust Advisors’ Delaware markets. Paregian has served the organization for nine years as Senior Financial Advisor and will now lead the advisory and client support teams in Delaware.

“Andrew, Brandon, David, and Michael are proven leaders who bring deep expertise, sound judgement, and a strong commitment to the clients and communities we serve,” said Jamie Hopkins, Chief Wealth Officer, WSFS and Bryn Mawr Trust. “These appointments reflect the strength of our team and our continued focus on delivering thoughtful advice, strong local leadership, and an exceptional client experience across the region.”

About WSFS Financial Corporation

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region. As of March 31, 2026, WSFS Financial Corporation had $22.1 billion in assets on its balance sheet and $97.6 billion in assets under management and administration. WSFS operates from 114 offices, 87 of which are banking offices, located in Pennsylvania (58), Delaware (38), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management, and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Trust Advisors, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, WSFS Wealth® Management, LLC, WSFS Institutional Services®, and WSFS Mortgage®. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit www.wsfsbank.com.

Bryn Mawr Trust Advisors, LLC. is an SEC registered investment adviser and a subsidiary of WSFS Financial Corporation. Registration as an investment adviser does not imply a certain level of skill or training.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC - INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

Shares of WSFS Financial Corporation (NASDAQ: WSFS - Get Free Report) have been given a consensus recommendation of "Moderate Buy" by the eight brokerages that are presently covering the stock, Marketbeat.com reports. Three research analysts have rated the stock with a hold recommendation, four have issued a buy recommendation and one has given a strong buy

WSFS Financial Corporation (NASDAQ: WSFS - Get Free Report)'s stock price passed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of $58.26 and traded as high as $65.35. WSFS Financial shares last traded at $65.20, with a volume of 316,199 shares changing hands. Analysts Set New Price

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at WSFS Financial (WSFS - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. WSFS Financial currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market? In order to see if WSFS is a promising momentum pick, let's examine some Momentum Style elements to see if this bank holding company holds up.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.

For WSFS, shares are up 4.48% over the past week while the Zacks Financial - Savings and Loan industry is up 1.32% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 5.27% compares favorably with the industry's 0.63% performance as well.

Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of WSFS Financial have risen 17.43%, and are up 42.09% in the last year. On the other hand, the S&P 500 has only moved -3.71% and 23.51%, respectively.

Investors should also pay attention to WSFS's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. WSFS is currently averaging 448,014 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with WSFS.

Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost WSFS's consensus estimate, increasing from $5.74 to $5.84 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that WSFS is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep WSFS Financial on your short list.

The market expects WSFS Financial (WSFS - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on April 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $1.49 per share in its upcoming report, which represents a year-over-year change of +31.9%.

Revenues are expected to be $271.32 million, up 5.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.71% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for WSFS?For WSFS, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.70%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that WSFS will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that WSFS would post earnings of $1.26 per share when it actually produced earnings of $1.43, delivering a surprise of +13.49%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

WSFS appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

In its upcoming report, WSFS Financial (WSFS - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $1.49 per share, reflecting an increase of 31.9% compared to the same period last year. Revenues are forecasted to be $271.32 million, representing a year-over-year increase of 5.9%.

The current level reflects a downward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

With that in mind, let's delve into the average projections of some WSFS metrics that are commonly tracked and projected by analysts on Wall Street.

Analysts predict that the 'Efficiency Ratio' will reach 59.2%. The estimate is in contrast to the year-ago figure of 59.2%.

Analysts expect 'Net Interest Margin' to come in at 3.8%. The estimate compares to the year-ago value of 3.9%.

The consensus among analysts is that 'Net Interest Income' will reach $183.14 million. Compared to the current estimate, the company reported $175.22 million in the same quarter of the previous year.

Based on the collective assessment of analysts, 'Total Non-Interest Income' should arrive at $88.18 million. Compared to the current estimate, the company reported $80.90 million in the same quarter of the previous year.

View all Key Company Metrics for WSFS here>>>

Shares of WSFS have demonstrated returns of +7.7% over the past month compared to the Zacks S&P 500 composite's +8.6% change. With a Zacks Rank #3 (Hold), WSFS is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .