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    WSFS Financial (WSFS)

    Market Price (7/22/2026): $79.76 | Market Cap: $4.2 BilSector: Financials | Industry: Regional Banks

    WSFS Financial (WSFS)

    Market Price (7/22/2026): $79.76
    Market Cap: $4.2 Bil
    Sector: Financials
    Industry: Regional Banks

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8%, FCF Yield is 7.0%

    Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -52%

    Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 27%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27%

    Low stock price volatility
    Vol 12M is 24%

    Capital ratio is >2x the minimum of 6%
    Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 13%

    Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.

    Trading close to highs
    Dist 52W High is -1.0%, Dist 3Y High is -1.0%

    Key risks
    WSFS key risks include [1] concentrated credit exposure in its commercial real estate and construction loan portfolio and [2] vulnerability to the loss of major clients in its Cash Connect business.

    0 Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8%, FCF Yield is 7.0%
    1 Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -52%
    2 Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 27%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27%
    3 Low stock price volatility
    Vol 12M is 24%
    4 Capital ratio is >2x the minimum of 6%
    Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 13%
    5 Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.
    6 Trading close to highs
    Dist 52W High is -1.0%, Dist 3Y High is -1.0%
    7 Key risks
    WSFS key risks include [1] concentrated credit exposure in its commercial real estate and construction loan portfolio and [2] vulnerability to the loss of major clients in its Cash Connect business.

    WSFS in ETFs

    Weight = WSFS's share of each fund

    VTI0.01%
    ITOT0.01%
    IWM0.13%
    IJR0.23%
    VB0.05%
    KRE0.95%
    IWN0.27%
    SLYG0.25%
    +15 more covered ETFs

    Valuation & Metrics

    FYE: 12/31WSFS [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$1.1 Bil—
    FY 2026 Sales$1.1 Bil—
    FY 2027 Sales$1.2 Bil—
    FY 2026 Sales Growth3.3%—
    FY 2027 Sales Growth3.1%8.2%
    EARNINGS
    LTM Net Income (GAAP) [3]$308.3 Mil—
    FY 2026 Net Income (Non-GAAP)$341.7 Mil—
    FY 2027 Net Income (Non-GAAP)$360.0 Mil—
    FY 2027 Net Income Growth5.4%16.4%
    FY 2026 EPS (Non-GAAP)$6.28—
    FY 2027 EPS (Non-GAAP)$6.63—
    FY 2027 EPS Growth5.6%—
    VALUATION
    FY 2026 P/S3.83.2
    FY 2027 P/S3.6—
    FY 2026 P/E12.319.6
    FY 2027 P/E11.7—

    [1] WSFS forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 7/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    WSFSS&P 500
    REVENUE GROWTHPOOR
    Rev LTM ($ Bil)1.1
    Rev Chg Q7.5%8.9%
    Rev Chg LTM3.2%7.5%
    Rev Chg 3Y Avg3.8%5.9%
    PROFITABILITYGOOD
    Op Inc LTM ($ Bil)�
    CFO LTM ($ Bil)0.3
    Net Inc LTM ($ Bil)0.3
    CFO/Rev LTM27.4%21.4%
    Net Inc Mgn28.4%13.0%
    VALUATIONLOW
    P/S3.93.3
    P/CFO14.215.2
    P/FCF14.420.0
    P/E13.724.3

    AI Analysis | Feedback

    MetricValueDateSource
    Assets under management and administration934000000009302025Link
    Number of offices1149302025Link
    Number of banking offices889302025Link
    Number of digitally active customers15000012312022Link
    Number of employees230912312024Link
    Number of WSFS-branded ATMsover 60012312022Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 7/1/2026

    WSFS Financial (WSFS) stock has gained about 20% since 3/31/2026 because of the following key factors:

    1. WSFS Financial reported a strong performance in its fiscal Q1 2026 (ending March 31, 2026), significantly exceeding analyst expectations. The company announced earnings per share (EPS) of $1.68, which surpassed the consensus estimate of $1.46 by 15.07%. Revenue also exceeded forecasts, reaching $275.3 million against an anticipated $268.21 million. This strong earnings and revenue beat indicates robust operational execution and contributed positively to the stock's trend.

    2. The company demonstrated a significant commitment to returning capital to shareholders through an increased dividend and a new share repurchase authorization. WSFS's Board approved an 18% increase in its quarterly cash dividend to $0.20 per share. Additionally, a new share repurchase authorization was approved, allowing for the buyback of up to 15% of outstanding shares as of March 31, 2026. In fiscal Q1 2026, WSFS repurchased $85.0 million of common stock, representing 2.5% of its outstanding shares. This capital return strategy was viewed favorably by analysts.

    Show more
    Updated on 7/1/2026

    WSFS Financial (WSFS) stock has gained about 20% since 3/31/2026 because of the following key factors:

    1. WSFS Financial reported a strong performance in its fiscal Q1 2026 (ending March 31, 2026), significantly exceeding analyst expectations. The company announced earnings per share (EPS) of $1.68, which surpassed the consensus estimate of $1.46 by 15.07%. Revenue also exceeded forecasts, reaching $275.3 million against an anticipated $268.21 million. This strong earnings and revenue beat indicates robust operational execution and contributed positively to the stock's trend.

    2. The company demonstrated a significant commitment to returning capital to shareholders through an increased dividend and a new share repurchase authorization. WSFS's Board approved an 18% increase in its quarterly cash dividend to $0.20 per share. Additionally, a new share repurchase authorization was approved, allowing for the buyback of up to 15% of outstanding shares as of March 31, 2026. In fiscal Q1 2026, WSFS repurchased $85.0 million of common stock, representing 2.5% of its outstanding shares. This capital return strategy was viewed favorably by analysts.

    3. Positive analyst sentiment and increased price targets bolstered investor confidence in WSFS Financial. Several analysts raised their price targets for WSFS during this period. Stephens, for example, increased its price target to $81 from $79, maintaining an "Overweight" rating. DA Davidson also adjusted its price target to $76 from $70. The average twelve-month stock price forecast from 8 Wall Street analysts for WSFS Financial is $77.07, with a high forecast of $82.00. The consensus rating for WSFS Financial is "Moderate Buy" or "Strong Buy" from multiple firms.

    4. The broader North American banking sector exhibited resilience and strong performance during the period. Large U.S. banks, including WSFS Financial, successfully cleared the Federal Reserve's 2026 stress tests (DFAST), with the aggregate common equity tier 1 (CET1) capital ratio decline being the smallest in seven years. This indicated solid capitalization within the sector, allowing banks to increase dividends and share repurchases. The overall financial services sector also experienced a rebound driven by strong Q1 2026 earnings momentum from major institutions, with investors showing discernment and favoring well-regulated banks.

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    Stock Movement Drivers

    Fundamental Drivers

    The 21.7% change in WSFS stock from 3/31/2026 to 7/21/2026 was primarily driven by a 10.7% change in the company's P/E Multiple.
    (LTM values as of)33120267212026Change
    Stock Price ($)65.2879.4621.7%
    Change Contribution By: 
    Total Revenues ($ Mil)1,0661,0851.8%
    Net Income Margin (%)27.0%28.4%5.4%
    P/E Multiple12.313.610.7%
    Shares Outstanding (Mil)54532.5%
    Cumulative Contribution21.7%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    3/31/2026 to 7/21/2026
    ReturnCorrelation
    WSFS21.7% 
    Market (SPY)15.1%20.5%
    Sector (XLF)13.7%44.9%

    Fundamental Drivers

    The 44.6% change in WSFS stock from 12/31/2025 to 7/21/2026 was primarily driven by a 23.9% change in the company's P/E Multiple.
    (LTM values as of)123120257212026Change
    Stock Price ($)54.9579.4644.6%
    Change Contribution By: 
    Total Revenues ($ Mil)1,0561,0852.8%
    Net Income Margin (%)26.4%28.4%7.5%
    P/E Multiple11.013.623.9%
    Shares Outstanding (Mil)56535.6%
    Cumulative Contribution44.6%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    12/31/2025 to 7/21/2026
    ReturnCorrelation
    WSFS44.6% 
    Market (SPY)10.0%25.4%
    Sector (XLF)3.0%48.0%

    Fundamental Drivers

    The 46.2% change in WSFS stock from 6/30/2025 to 7/21/2026 was primarily driven by a 13.2% change in the company's Net Income Margin (%).
    (LTM values as of)63020257212026Change
    Stock Price ($)54.3679.4646.2%
    Change Contribution By: 
    Total Revenues ($ Mil)1,0511,0853.2%
    Net Income Margin (%)25.1%28.4%13.2%
    P/E Multiple12.013.613.1%
    Shares Outstanding (Mil)585310.6%
    Cumulative Contribution46.2%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2025 to 7/21/2026
    ReturnCorrelation
    WSFS46.2% 
    Market (SPY)22.1%32.5%
    Sector (XLF)8.4%54.5%

    Fundamental Drivers

    The 118.7% change in WSFS stock from 6/30/2023 to 7/21/2026 was primarily driven by a 71.3% change in the company's P/E Multiple.
    (LTM values as of)63020237212026Change
    Stock Price ($)36.3279.46118.7%
    Change Contribution By: 
    Total Revenues ($ Mil)9701,08511.9%
    Net Income Margin (%)29.0%28.4%-2.0%
    P/E Multiple8.013.671.3%
    Shares Outstanding (Mil)625316.4%
    Cumulative Contribution118.7%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2023 to 7/21/2026
    ReturnCorrelation
    WSFS118.7% 
    Market (SPY)74.8%48.1%
    Sector (XLF)73.9%65.1%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    WSFS Return13%-8%3%17%5%44%88%
    Peers Return82%-17%19%23%18%24%224%
    S&P 500 Return27%-19%24%23%16%9%98%

    Monthly Win Rates [3]
    WSFS Win Rate58%50%50%42%42%71% 
    Peers Win Rate73%42%58%55%60%69% 
    S&P 500 Win Rate75%42%67%75%67%43% 

    Max Drawdowns [4]
    WSFS Max Drawdown-22%-32%-41%-15%-22%-11% 
    Peers Max Drawdown-17%-34%-40%-19%-25%-16% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: PNC, MTB, FULT, CUBI, UVSP.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 7/21/2026 (YTD)

    How Low Can It Go

    EventWSFSS&P 500
    2025 US Tariff Shock
      % Loss-18.8%-18.8%
      % Gain to Breakeven23.2%23.1%
      Time to Breakeven81 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-18.0%-9.5%
      % Gain to Breakeven21.9%10.5%
      Time to Breakeven38 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-41.2%-6.7%
      % Gain to Breakeven70.1%7.1%
      Time to Breakeven431 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-27.8%-24.5%
      % Gain to Breakeven38.6%32.4%
      Time to Breakeven797 days427 days
    2020 COVID-19 Crash
      % Loss-51.4%-33.7%
      % Gain to Breakeven106.0%50.9%
      Time to Breakeven246 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.7%-19.2%
      % Gain to Breakeven31.1%23.8%
      Time to Breakeven744 days105 days

    Compare to PNC, MTB, FULT, CUBI, UVSP

    In The Past

    WSFS Financial's stock fell -18.8% during the 2025 US Tariff Shock. Such a loss loss requires a 23.2% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventWSFSS&P 500
    2023 SVB Regional Banking Crisis
      % Loss-41.2%-6.7%
      % Gain to Breakeven70.1%7.1%
      Time to Breakeven431 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-27.8%-24.5%
      % Gain to Breakeven38.6%32.4%
      Time to Breakeven797 days427 days
    2020 COVID-19 Crash
      % Loss-51.4%-33.7%
      % Gain to Breakeven106.0%50.9%
      Time to Breakeven246 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.7%-19.2%
      % Gain to Breakeven31.1%23.8%
      Time to Breakeven744 days105 days
    2011 US Debt Ceiling Crisis & European Contagion
      % Loss-28.6%-17.9%
      % Gain to Breakeven40.1%21.8%
      Time to Breakeven123 days123 days
    2010 Eurozone Sovereign Debt Crisis / Flash Crash
      % Loss-21.7%-15.4%
      % Gain to Breakeven27.8%18.2%
      Time to Breakeven153 days125 days
    2008-2009 Global Financial Crisis
      % Loss-68.6%-53.4%
      % Gain to Breakeven218.2%114.4%
      Time to Breakeven1565 days1085 days

    Compare to PNC, MTB, FULT, CUBI, UVSP

    In The Past

    WSFS Financial's stock fell -18.8% during the 2025 US Tariff Shock. Such a loss loss requires a 23.2% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About WSFS Financial (WSFS)

    WSFS Financial Corporation (WSFS) is a regional bank holding company that provides a comprehensive range of financial services primarily through its subsidiary, Wilmington Savings Fund Society, FSB. Operating across three main segments—WSFS Bank, Cash Connect, and Wealth Management—the company serves a diverse client base by offering traditional banking, specialized cash logistics, and investment management solutions.

    The WSFS Bank segment is the cornerstone, accepting various deposit products such as savings, checking, money market accounts, and certificates of deposit from individuals, businesses, and municipalities. It also originates a wide array of loans, including residential mortgages, commercial real estate loans, business loans for working capital and expansion, and consumer credit products like auto and home equity loans. Complementing this, the Wealth Management segment provides investment advisory services to high-net-worth individuals and institutions, alongside offering third-party investment and insurance products.

    A unique offering is provided by the Cash Connect segment, which specializes in ATM vault cash, smart safe, and comprehensive cash logistics services. This includes predictive cash ordering, armored carrier management, loss protection, and ATM processing equipment sales, primarily for businesses. Headquartered in Wilmington, Delaware, WSFS predominantly serves customers through its extensive branch network across Pennsylvania, Delaware, and New Jersey, with a limited presence in Virginia and Nevada.

    AI Analysis | Feedback

    A PNC Bank with a national ATM cash logistics business like Brinks.

    AI Analysis | Feedback

    • Deposit Accounts: Offers various savings, checking, money market, and certificate of deposit accounts for individuals, businesses, and municipalities.
    • Loan Products: Provides a comprehensive range of loans including residential mortgages, commercial real estate, commercial construction, business, and consumer credit products.
    • Cash Logistics and Management Services (Cash Connect): Delivers ATM vault cash, smart safe, online cash management, and other cash logistics solutions for businesses.
    • Wealth Management Services: Offers investment advisory services, trust services, and third-party investment and insurance products.
    • Mortgage and Title Services: Facilitates mortgage origination and title processing for real estate transactions.
    • Leasing Services: Provides financing for small equipment and fixed asset leases.

    AI Analysis | Feedback

    WSFS Financial (WSFS) serves a diverse customer base that includes both individuals and various types of businesses and organizations across its WSFS Bank, Cash Connect, and Wealth Management segments. While the company provides extensive services to other companies, the provided description does not identify specific major customer companies by name. Therefore, the major customer categories are described below:

    • Individuals and Households: This category encompasses consumers utilizing a full range of retail banking products, including savings accounts, demand deposits, money market accounts, certificates of deposit, residential mortgage loans, and various consumer credit products such as home improvement, automobile, and personal installment loans, as well as home equity lines and government-insured reverse mortgages. Additionally, it includes high-net-worth individuals who receive investment advisory and wealth management services.
    • Businesses and Commercial Enterprises: This broad category includes small to large businesses, developers, and institutions. They are served with commercial loans for real estate, construction, working capital, equipment financing, and business expansion. This segment also provides deposit products, including jumbo certificates of deposit, cash management, trust services, and institutional wealth management.
    • Cash Logistics and ATM Service Clients: Through its Cash Connect segment, WSFS specializes in serving businesses that operate ATMs or require comprehensive cash logistics solutions. These clients, which can include retailers and other financial institutions, utilize services such as ATM vault cash, smart safe solutions, online cash management, predictive cash ordering, armored carrier management, and ATM processing equipment sales.

    AI Analysis | Feedback

    • Fiserv (FI)
    • NCR (NCR)
    • The Brink's Company (BCO)

    AI Analysis | Feedback

    Rodger Levenson, Chairman, President and Chief Executive Officer

    Rodger Levenson has been a member of the WSFS Executive Management team since joining the company in 2006, holding various leadership roles including Executive Vice President (EVP) and Chief Operating Officer, EVP and Chief Corporate Development Officer, interim EVP and Chief Financial Officer, and EVP and Chief Commercial Banking Officer. His banking career commenced in 1986 at CoreStates Financial (now part of Wells Fargo), where he led several business units for over 17 years. Prior to his tenure at WSFS, he served as a Senior Vice President at Citizens Bank from 2003 to 2006.

    David Burg, Executive Vice President, Chief Financial Officer

    David Burg joined WSFS as Executive Vice President, Chief Financial Officer on August 15, 2024. Before joining WSFS, he spent nearly 17 years at Citigroup, where his most recent role was Head of Strategy and Execution for Legacy Franchises. From 2021 to 2023, he served as Chief Financial Officer for Citigroup's Latin America region and from 2017 to 2021, he was the Chief Financial Officer of Citigroup's Treasury & Trade Solutions. Earlier in his career at Citigroup, Mr. Burg was a Managing Director in the Corporate Mergers & Acquisitions Group.

    Arthur J. Bacci, Executive Vice President, Chief Operating Officer

    Arthur J. Bacci assumed the role of Executive Vice President, Chief Operating Officer in May 2024. He initially joined WSFS in April 2018 as Executive Vice President, Chief Wealth Officer, and also served as interim Chief Financial Officer from August 2023. Prior to WSFS, Mr. Bacci spent 16 years at Principal Financial Group, where he led multiple business segments, including serving as President and CEO of Principal Bank, CFO and CEO of Principal Trust Company, and CFO of Ashton Technology Group, Inc.

    Lisa Washington, Senior Vice President and Chief Legal Officer

    Lisa Washington joined WSFS Bank in September 2019 as Senior Vice President and Chief Legal Officer. She brings over 25 years of legal experience, including expertise in corporate governance and public company compliance. Prior to WSFS, Ms. Washington held multiple executive roles, including Vice President, Chief Legal Officer, and Corporate Secretary, at Atlas Energy Group, LLC from November 2005 to January 2019. Her earlier career included positions as a Corporate Associate at Blank Rome LLP and a Litigation Associate at Fox Rothschild LLP.

    Patrick J. Ward, Executive Vice President, Pennsylvania Market President

    Patrick J. Ward joined WSFS Bank in August 2016 as Executive Vice President, Pennsylvania Market President. Before his time at WSFS, he was Chairman and CEO of Penn Liberty Bank from 2004 to 2016, which was subsequently acquired by WSFS Financial Corporation in 2016. He also served as President and Chief Executive Officer for Commonwealth Bank until its acquisition by Citizens Bank in 2003. Mr. Ward was also an Executive Vice President at Citizens Bank of Pennsylvania. He currently serves as an Operating Advisor for Falcon Capital Partners, an investment bank.

    AI Analysis | Feedback

    Key Risks to WSFS Financial

    1. Intense Market Competition and Technological Disruption: WSFS Financial faces significant competition from other financial institutions in the Mid-Atlantic region, necessitating continuous investment and adaptation to maintain its competitive edge. The rapid pace of technological advancements and disruption within the financial sector requires ongoing efforts and substantial investment to stay competitive.
    2. Evolving Regulatory Frameworks and Increased Costs: Changes in regulatory frameworks and compliance requirements pose potential headwinds for WSFS Financial. Heavier regulatory costs could exert pressure on the company's earnings.
    3. Interest Rate Risk and Net Interest Margin Pressure: Recent commentary indicates expectations for lower net interest income and pressure on net interest margins. Volatile market conditions and uncertain economic trends can impact financial markets, affecting WSFS Financial's performance.

    AI Analysis | Feedback

    The following are clear emerging threats for WSFS Financial:
    • The ongoing shift towards digital-only banks and financial technology (Fintech) platforms, which offer consumers and businesses alternative banking, lending, and payment solutions with often lower costs and enhanced digital experiences, directly challenging the traditional branch-based model and service offerings of WSFS Bank.
    • The accelerating decline in the use of physical cash and the widespread adoption of digital payment methods, which directly threatens the core business model of the Cash Connect segment reliant on ATM vault cash, smart safe, and cash logistics services.

    AI Analysis | Feedback

    WSFS Financial (WSFS) Addressable Market Sizes

    WSFS Financial Corporation operates within several large addressable markets in the United States for its diverse range of banking, cash management, and wealth management services.

    WSFS Bank Segment

    • Retail Banking: The addressable market for retail banking in the United States was valued at approximately USD 870 billion in 2025 and is projected to grow to USD 1.11 trillion by 2031.
    • Commercial Banking: The U.S. commercial banking market size was estimated at USD 732.5 billion in 2025 and is forecasted to reach USD 954.48 billion by 2031.
    • Mortgage Originations (Single-Family): The total single-family mortgage origination volume in the United States is expected to be USD 2.0 trillion in 2025, with a projected increase to USD 2.2 trillion in 2026.

    Cash Connect Segment

    • ATM Managed Services: The U.S. ATM managed services market size was USD 1.80 billion in 2025 and is expected to reach USD 3.69 billion by 2033.
    • Cash Vault Services: The North American cash vault services market, which includes ATM vault cash and other cash logistics, was approximately USD 5.51 billion in 2025, representing 40% of the global market size of USD 13.77 billion.

    Wealth Management Segment

    • Private Banking: The U.S. private banking market is valued at USD 59.54 billion in 2025 and is expected to reach USD 94.89 billion by 2030. (This represents a segment of the broader wealth management market, which includes investment advisory services to high net worth individuals and institutions).
    • Equipment Leasing and Finance: The equipment leasing and finance industry in the United States reached USD 1.34 trillion in 2023. (This market is relevant to WSFS Financial's offering of leasing small equipment and fixed assets).

    AI Analysis | Feedback

    WSFS Financial (NASDAQ: WSFS) anticipates several key drivers to fuel its revenue growth over the next two to three years:

    1. Strong Performance and Investment in Fee-Based Businesses, particularly Wealth and Trust: WSFS is strategically prioritizing and investing in its fee-based businesses, which contribute a significant portion of its total revenue. The Wealth and Trust segment, encompassing Institutional Services, Private Wealth Management, and The Bryn Mawr Trust Company of Delaware, has consistently demonstrated strong double-digit year-over-year growth in fee revenue. The company expects this momentum to continue with double-digit growth in Wealth and Trust in 2026. Strategic initiatives, including talent additions and technology investments, are aimed at expanding this franchise and broadening product offerings.
    2. Loan Growth, particularly in Commercial and Residential Mortgages: WSFS projects mid-single-digit loan growth overall, with a specific focus on expanding its Commercial and Industrial (C&I) loan portfolio, commercial mortgage loans, and WSFS-originated consumer loans, including residential mortgages. The company has seen significant increases in these areas and anticipates low single-digit growth in its commercial portfolio, with positive loan growth expected in the latter half of 2025 and into 2026. This growth is supported by a healthy loan-to-deposit ratio providing ample capacity for expansion.
    3. Deposit Growth and Optimized Net Interest Margin (NIM): The company emphasizes consistent client deposit growth across its commercial, consumer, and wealth and trust businesses. This broad-based deposit growth is expected to be in the mid-single digits. Effective management of interest-earning assets and liabilities is crucial for net interest margin expansion, which has shown positive trends. WSFS anticipates maintaining a strong net interest margin, which contributes significantly to net interest income, its largest source of revenue.
    4. Strategic Technological Enhancements and Digital Transformation: WSFS Financial is actively investing in innovation and technology to drive future growth. This includes digital transformation initiatives such as advancements in mobile banking and the implementation of AI-driven services. These enhancements are designed to improve the customer experience, attract new client segments (including a younger demographic), reduce operational costs, and expand market reach, thereby contributing to sustained revenue growth and competitive advantage.

    AI Analysis | Feedback

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    Share Repurchases

    • In the fourth quarter of 2025, WSFS Financial repurchased $109.3 million of common stock, representing 3.7% of outstanding shares.
    • For the full year 2024, the company repurchased 2,049,739 shares of common stock for $95.4 million, representing 3% of outstanding shares.
    • As of September 30, 2025, WSFS had approximately 5.65 million shares, or 10% of outstanding shares, available for repurchase under its current authorizations.

    Share Issuance

    • In January 2022, WSFS Financial completed the acquisition of Bryn Mawr Bank Corporation, where Bryn Mawr shareholders received 0.90 shares of WSFS common stock for each Bryn Mawr share, resulting in approximately 27% ownership of the combined company for Bryn Mawr's shareholders.

    Outbound Investments

    • WSFS Financial completed the acquisition of Bryn Mawr Bank Corporation for $976.4 million in January 2022. This acquisition aimed to expand WSFS's market presence in the Greater Philadelphia and Delaware region and strengthen its wealth management franchise.

    Capital Expenditures

    • For the last 12 months leading up to March 2026, capital expenditures were reported as -$6.39 million, indicating that proceeds from asset sales may have exceeded new capital asset purchases.
    • WSFS's 2025-2027 Strategic Plan includes strategic investments focused on leveraging its network of 115 offices to enhance deposit and loan capture and to fuel growth in diversified business lines, particularly within its Wealth and Trust and Cash Connect segments.
    • In 2024, talent additions were primarily focused on key business areas such as Wealth and Trust, Commercial, and Technology, reflecting investments in human capital for strategic growth.
    ```

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    More From Trefis

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    Peer Comparisons

    Peers to compare with:

    Financials

    WSFSPNCMTBFULTCUBIUVSPMedian
    NameWSFS Fin.PNC Fina.M&T Bank Fulton F.Customer.Univest . 
    Mkt Price79.46250.38248.6624.6277.0544.4278.25
    Mkt Cap4.2101.437.14.42.61.24.3
    Rev LTM1,08523,7879,7241,3278853361,206
    Op Inc LTM-------
    FCF LTM2936,8213,166406287105349
    FCF 3Y Avg2357,4763,48235217185294
    CFO LTM2986,8213,380418436108427
    CFO 3Y Avg2447,4763,70138426189322

    Growth & Margins

    WSFSPNCMTBFULTCUBIUVSPMedian
    NameWSFS Fin.PNC Fina.M&T Bank Fulton F.Customer.Univest . 
    Rev Chg LTM3.2%12.7%4.5%7.6%36.5%11.6%9.6%
    Rev Chg 3Y Avg3.8%2.9%2.8%7.9%15.2%3.2%3.5%
    Rev Chg Q7.5%13.0%4.4%4.2%60.4%10.4%8.9%
    QoQ Delta Rev Chg LTM1.8%3.1%1.1%1.0%10.4%2.5%2.2%
    Op Inc Chg LTM-------
    Op Inc Chg 3Y Avg-------
    Op Mgn LTM-------
    Op Mgn 3Y Avg-------
    QoQ Delta Op Mgn LTM-------
    CFO/Rev LTM27.4%28.7%34.8%31.5%49.2%32.1%31.8%
    CFO/Rev 3Y Avg23.3%34.2%39.0%32.2%33.6%28.6%32.9%
    FCF/Rev LTM27.0%28.7%32.6%30.6%32.4%31.2%30.9%
    FCF/Rev 3Y Avg22.4%34.2%36.7%29.5%22.0%27.2%28.3%

    Valuation

    WSFSPNCMTBFULTCUBIUVSPMedian
    NameWSFS Fin.PNC Fina.M&T Bank Fulton F.Customer.Univest . 
    Mkt Cap4.2101.437.14.42.61.24.3
    P/S3.94.33.83.33.03.73.8
    P/Op Inc-------
    P/EBIT-------
    P/E13.614.112.711.29.413.012.9
    P/CFO14.114.911.010.66.011.511.3
    Total Yield8.2%9.8%10.3%12.1%10.7%9.7%10.0%
    Dividend Yield0.9%2.7%2.4%3.2%0.0%2.0%2.2%
    FCF Yield 3Y Avg7.1%10.2%11.7%10.5%7.8%9.5%9.8%
    D/E0.10.70.50.30.70.20.4
    Net D/E-0.50.3-0.6-0.5-1.40.1-0.5

    Returns

    WSFSPNCMTBFULTCUBIUVSPMedian
    NameWSFS Fin.PNC Fina.M&T Bank Fulton F.Customer.Univest . 
    1M Rtn7.2%8.8%10.5%8.4%1.7%6.7%7.8%
    3M Rtn14.5%10.7%14.4%13.5%0.1%21.8%14.0%
    6M Rtn42.0%15.1%19.1%27.3%2.2%36.7%23.2%
    12M Rtn38.9%31.9%31.1%31.6%20.5%43.3%31.8%
    3Y Rtn98.2%108.4%98.7%107.1%91.8%155.6%102.9%
    1M Excs Rtn7.1%8.6%10.3%8.2%1.5%6.6%7.7%
    3M Excs Rtn7.2%5.5%8.4%6.6%-7.3%14.3%6.9%
    6M Excs Rtn32.9%6.6%10.6%17.0%-10.0%26.0%13.8%
    12M Excs Rtn19.0%12.3%11.3%10.9%0.9%24.1%11.8%
    3Y Excs Rtn46.4%55.7%42.7%59.1%48.7%100.0%52.2%

    Comparison Analyses

    null

    FDIC Bank Data

    Bank Assets

    FDIC Data As Of3312021
    ASSETS 
    Cash Balance ($ Bil)2
    Securities ($ Bil)3
    Net Loans ($ Bil)9
    Trading Assets ($ Bil)0
    Bank Premises Assets ($ Bil)0
    Other Real Estate Owned ($ Bil)0
    Goodwill & Intangibles ($ Bil)1
    Other Assets ($ Bil)0
    Total Assets (Sum) ($ Bil)15
    Total Assets (Reported) ($ Bil)15
    Risk Weighted Assets ($ Bil)10
    SECURITIES DETAILS 
    US Govt Securities ($ Bil)3
    Equity Securities Not Held for Trading ($ Bil)0
    Total Debt Securities ($ Bil)3
    Mortgage-Backed Securities ($ Bil)3
    SECURITIES VALUATION 
    Securities Held to Maturity (Book Value) ($ Bil)0
    Securities Available for Sale (Fair Market) ($ Bil)3

    Bank Loans

    FDIC Data As Of3312021
    LOAN DETAILS 
    All Real Estate Loans ($ Bil)7
    Farm Loans ($ Bil)0
    Commercial and Industrial Loans ($ Bil)2
    Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil)0
    Commercial Real Estate Loans not Secured by Real Estate ($ Bil)0
    Commercial Real Estate Owner-Occupied ($ Bil)1
    Commercial Real Estate Other Non-Farm Non-Residential ($ Bil)2
    Total Net Loans ($ Bil)9

    Financials

    $ Mil | FY: 12/312026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2
    Period End3/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/2023
    Filing Date5/4/20263/2/202611/4/20257/31/20255/7/20252/28/202511/6/20248/2/20245/6/20242/29/202411/3/20238/3/2023
    Key Financials Quarterly            
    Total Revenue275272270268256262268266251265255249
    Net Income877376726664646966647469
    EPS1.641.361.371.281.131.091.091.161.091.061.221.12
    Key Financials TTM            
    Total Revenue TTM1,0851,0661,0561,0531,0511,0461,0501,0381,0201,0151,008993
    Net Income TTM308287279267264264263273273269290289
    Growth Rates Quarterly            
    Total Revenue Growth7.5%4.0%1.1%0.5%2.0%-1.4%4.9%7.0%2.2%2.5%6.6%10.2%
    Net Income Growth31.8%13.2%18.6%4.4%0.2%0.5%-13.1%0.9%5.4%-24.3%1.1%13.1%
    Margins Quarterly            
    Net Income Margin31.5%26.7%28.3%27.0%25.7%24.6%24.1%26.0%26.2%24.1%29.1%27.6%
    Cash & Debt            
    Total Cash2,5031,7381,6121,3501,0391,1701,0041,0369791,0896061,126
    Total Debt3103032553033183841,0751,1421,125895893899
    Net Debt / (Cash)-2,192-1,436-1,357-1,047-721-78671106145-194286-227
    Cash Flows Quarterly            
    FCF from Operations865312237959345113-5116592
    Cash Flows TTM            
    FCF from Operations TTM298220226108116220110272320237362364
    Returns to Shareholders Quarterly            
    Dividends9991099999999
    Share Repurchases8711147825421134121101616
    Return on Invested Capital (ROIC) Quarterly            
    ROIC------85.7%127.5%77.3%306.5%75.6%850.2%
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM------87.4%125.6%80.0%324.6%73.8%895.6%

    Segment Financials

    Revenue by Segment
    $ Mil20252024202320222021
    Wilmington Savings Fund Society, FSB (WSFS Bank) Bank753750812733505
    Wealth and Trust26723218513472
    Cash Connect ®85101595643
    Loan workout and other credit costs   -1 
    Total1,1061,0831,056922619


    Operating Income by Segment
    $ Mil20152014201320122011
    WSFS Bank60    
    Wealth and Trust13    
    Cash Connect ®119898
    Trust & Wealth Management 161097
    WSFS 46543019
    Total8471724834


    Assets by Segment
    $ Mil20252024202320222021
    Wilmington Savings Fund Society, FSB (WSFS Bank) Bank20,26419,73319,54618,89614,973
    Wealth and Trust686644590532320
    Cash Connect ®364437459487485
    Total21,31420,81420,59519,91515,777


    Price Behavior

    Price Behavior
    Market Price$79.46 
    Market Cap ($ Bil)4.2 
    First Trading Date03/26/1990 
    Distance from 52W High-1.0% 
       50 Days200 Days
    DMA Price$74.32$63.93
    DMA Trendupup
    Distance from DMA6.9%24.3%
     3M1YR
    Volatility18.8%24.0%
    Downside Capture7.7448.75
    Upside Capture64.5376.79
    Correlation (SPY)10.2%32.2%
    WSFS Betas & Captures as of 6/30/2026

     1M2M3M6M1Y3Y
    Beta-0.150.000.270.440.620.99
    Up Beta-1.03-0.350.350.410.830.93
    Down Beta-0.05-0.24-0.350.140.410.85
    Up Capture50%39%61%82%70%144%
    Bmk +ve Days11244067140429
    Stock +ve Days15243973135388
    Down Capture-32%0%17%27%57%102%
    Bmk -ve Days10172358112321
    Stock -ve Days6162350115359

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with WSFS
    WSFS38.4%23.9%1.30-
    Sector ETF (XLF)8.1%14.6%0.3254.0%
    Equity (SPY)20.3%12.6%1.1932.1%
    Gold (GLD)21.6%28.1%0.692.5%
    Commodities (DBC)31.4%19.1%1.30-10.5%
    Real Estate (VNQ)15.0%14.0%0.7636.3%
    Bitcoin (BTCUSD)-44.6%42.9%-1.2510.6%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with WSFS
    WSFS13.7%32.5%0.44-
    Sector ETF (XLF)10.7%18.5%0.4566.4%
    Equity (SPY)12.9%17.1%0.5850.0%
    Gold (GLD)17.3%18.4%0.76-1.0%
    Commodities (DBC)8.9%19.5%0.3510.3%
    Real Estate (VNQ)2.9%18.9%0.0548.6%
    Bitcoin (BTCUSD)14.9%53.4%0.4617.8%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with WSFS
    WSFS10.2%35.6%0.37-
    Sector ETF (XLF)13.7%22.0%0.5671.9%
    Equity (SPY)15.2%17.9%0.7255.2%
    Gold (GLD)11.2%16.1%0.57-4.4%
    Commodities (DBC)7.2%17.9%0.3218.4%
    Real Estate (VNQ)5.1%20.7%0.2153.3%
    Bitcoin (BTCUSD)58.7%66.2%0.9913.6%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date6302026
    Short Interest: Shares Quantity1.9 Mil
    Short Interest: % Change Since 6152026-6.2%
    Average Daily Volume0.6 Mil
    Days-to-Cover Short Interest3
    Basic Shares Quantity52.8 Mil
    Short % of Basic Shares3.7%

    Returns Analyses

    Earnings Returns History

    Updated 6/2/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    4/23/20261.8%2.6%2.5%
    1/26/20266.5%14.6%14.3%
    7/24/2025-0.4%-3.1%2.5%
    4/24/2025-0.9%-0.3%1.5%
    1/27/20251.3%1.3%-2.4%
    10/24/2024-3.2%-3.1%19.5%
    7/25/2024-0.4%-5.1%-2.7%
    4/25/2024-3.8%0.8%-0.9%
    ...
    SUMMARY STATS   
    # Positive121113
    # Negative10119
    Median Positive1.6%2.4%10.7%
    Median Negative-2.9%-3.9%-2.5%
    Max Positive6.5%14.6%21.5%
    Max Negative-6.0%-7.0%-8.7%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    4/23/20261.8%2.6%2.5%
    1/26/20266.5%14.6%14.3%
    7/24/2025-0.4%-3.1%2.5%
    4/24/2025-0.9%-0.3%1.5%
    1/27/20251.3%1.3%-2.4%
    10/24/2024-3.2%-3.1%19.5%
    7/25/2024-0.4%-5.1%-2.7%
    4/25/2024-3.8%0.8%-0.9%
    1/25/20241.4%-5.0%-8.7%
    10/23/20230.4%2.3%13.6%
    7/24/2023-3.9%1.2%-7.8%
    1/26/20232.8%7.0%7.6%
    10/24/2022-6.0%-5.3%-1.9%
    7/25/20223.3%11.7%15.6%
    4/21/2022-2.6%-4.6%-7.6%
    1/24/20222.2%0.1%-2.2%
    10/21/20210.4%-7.0%-2.5%
    7/22/20210.3%2.4%3.9%
    4/22/20213.5%6.5%10.7%
    1/25/2021-1.6%-3.9%17.8%
    10/22/20200.1%-2.8%21.5%
    7/23/2020-3.8%-1.2%0.8%
    SUMMARY STATS   
    # Positive121113
    # Negative10119
    Median Positive1.6%2.4%10.7%
    Median Negative-2.9%-3.9%-2.5%
    Max Positive6.5%14.6%21.5%
    Max Negative-6.0%-7.0%-8.7%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    03/31/202605/04/202610-Q
    12/31/202503/02/202610-K
    09/30/202511/04/202510-Q
    06/30/202507/31/202510-Q
    03/31/202505/07/202510-Q
    12/31/202402/28/202510-K
    09/30/202411/06/202410-Q
    06/30/202408/02/202410-Q
    03/31/202405/06/202410-Q
    12/31/202302/29/202410-K
    09/30/202311/03/202310-Q
    06/30/202308/03/202310-Q
    03/31/202305/05/202310-Q
    12/31/202202/28/202310-K
    09/30/202211/04/202210-Q
    06/30/202208/04/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    03/31/202605/04/202610-Q
    12/31/202503/02/202610-K
    09/30/202511/04/202510-Q
    06/30/202507/31/202510-Q
    03/31/202505/07/202510-Q
    12/31/202402/28/202510-K
    09/30/202411/06/202410-Q
    06/30/202408/02/202410-Q
    03/31/202405/06/202410-Q
    12/31/202302/29/202410-K
    09/30/202311/03/202310-Q
    06/30/202308/03/202310-Q
    03/31/202305/05/202310-Q
    12/31/202202/28/202310-K
    09/30/202211/04/202210-Q
    06/30/202208/04/202210-Q
    03/31/202205/10/202210-Q
    12/31/202103/01/202210-K
    09/30/202111/05/202110-Q
    06/30/202108/06/202110-Q
    03/31/202105/07/202110-Q
    12/31/202003/01/202110-K
    09/30/202011/04/202010-Q
    06/30/202008/10/202010-Q
    03/31/202005/08/202010-Q
    12/31/201903/02/202010-K
    09/30/201911/08/201910-Q
    06/30/201908/07/201910-Q

    Insider Activity

    Updated 6/12/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Levenson, RodgerPresident & CEODirectSell612202674.1165,4464,850,12913,790,771Form
    2Bacci, Arthur JEVP, COODirectSell211202670.512,005141,3731,859,067Form
    3Wechsler, James JEVP Chief Comm'l Banking OfcDirectSell209202669.8945031,453403,783Form
    4Kruzinski, ShariEVP, Chief Consumer Bk OfficerDirectSell209202670.101,00070,1001,033,274Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Levenson, RodgerPresident & CEODirectSell612202674.1165,4464,850,12913,790,771Form
    2Bacci, Arthur JEVP, COODirectSell211202670.512,005141,3731,859,067Form
    3Wechsler, James JEVP Chief Comm'l Banking OfcDirectSell209202669.8945031,453403,783Form
    4Kruzinski, ShariEVP, Chief Consumer Bk OfficerDirectSell209202670.101,00070,1001,033,274Form

    Industry Resources

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