Form ARS WSFS FINANCIAL CORP For: Dec 31
This document is WSFS Financial Corporation's annual report (Form ARS) for the fiscal year ended December 31, 2025. It details the company's financial condition, results of operations, risk factors, and regulatory information. Key highlights include improved EPS and ROA, increased net interest income, growth in client deposits, and strategic exits from non-core businesses.
WSFS Financial (NASDAQ: WSFS) — $21.3B assets, core EPS up 19% in 2025
WSFS Financial Corporation concluded 2025 with $21.3 billion in total assets and $97.4 billion in assets under management and administration, reporting a core EPS of $5.21, a 19% increase from 2024. The company returned $325 million to shareholders, including $288 million in share repurchases, while maintaining a robust Common Equity Tier 1 ratio of 13.92%. Key financial drivers included lower deposit and wholesale funding costs, higher cash balances from deposit growth, and a 5 basis point expansion in net interest margin.
WSFS Financial Corporation (WSFS) Stock Forecasts
This article provides a stock forecast for WSFS Financial Corporation (WSFS) but contains an error message indicating that data could not be retrieved. The content primarily consists of navigation links and various section headers from a finance website, rather than specific financial analysis or stock predictions for WSFS. The core information regarding the stock forecast for WSFS is missing due to a data retrieval error.
WSFS Financial (NASDAQ:WSFS) Cut to "Hold" at Zacks Research
Zacks Research downgraded WSFS Financial (NASDAQ:WSFS) from a "strong-buy" to a "hold" rating, though the bank still maintains a "Moderate Buy" consensus from analysts with a target price of $70.58. The company recently exceeded EPS expectations and reported a 4% year-over-year revenue increase. Insider selling activity was noted, with executives selling 3,455 shares over the last quarter, while institutional investors hold a significant 88.49% of the shares.
WSFS Financial Corp. Experiences Revision in Stock Evaluation Amid Market Dynamics
WSFS Financial Corp., a small-cap savings bank, has seen its stock price fluctuate around $63.46, despite some mixed technical indicators. The company shows strong performance with year-to-date returns of 14.88% and a one-year return of 19.98%, significantly outperforming the S&P 500. Over three years, WSFS has returned 67.35%, indicating its ability to navigate market challenges effectively.
WSFS Financial Corp (WSFS) Stock Price Quote Today & Current Price Chart
This article provides the current stock price quote and chart for WSFS Financial Corp (WSFS). It also mentions the availability of online trading through the Capital.com smart investment app.
Tudor Investment Corp ET AL Buys Shares of 21,382 WSFS Financial Corporation $WSFS
Tudor Investment Corp ET AL has acquired a new stake of 21,382 shares in WSFS Financial Corporation, valued at approximately $1.15 million in the third quarter. Other institutional investors like Norges Bank, Citadel, Cooke & Bieler, and Pzena Investment Management also increased their positions, bringing institutional ownership to 88.49%. Despite insider sales totaling 3,455 shares, analysts maintain a "Moderate Buy" rating with a consensus target price of $70.58.
Vanguard realignment leaves WSFS holdings at 0 (WSFS)
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of WSFS Financial Corp shares following an internal realignment effective January 12, 2026. This change means that certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538, rather than indicating a sale of WSFS shares. The filing, signed by Ashley Grim, Head of Global Fund Administration, emphasizes a recalculation of reporting responsibilities, not a market transaction.
WSFS Financial (NASDAQ:WSFS) Shares Pass Above Two Hundred Day Moving Average - Time to Sell?
WSFS Financial (NASDAQ:WSFS) shares recently surpassed their 200-day moving average, trading as high as $65.35. Analysts have a "Moderate Buy" consensus rating with a target price of $70.58, indicating potential upside. The company reported strong quarterly EPS results and a 1.0% dividend yield, despite some insider selling but with significant institutional ownership.
WSFS Financial Corporation (NASDAQ:WSFS) Receives Average Rating of "Moderate Buy" from Brokerages
WSFS Financial Corporation (NASDAQ:WSFS) has received a "Moderate Buy" consensus rating from eight brokerages, with an average one-year price target of $70.58. Key points include recent insider selling of 3,455 shares valued at $242,923 by company executives, and the bank reporting quarterly EPS of $1.43, exceeding the $1.26 consensus. WSFS also declared a quarterly dividend of $0.17, leading to an annualized yield of 1.1%.
WSFS PE Ratio & Valuation, Is WSFS Overvalued
WSFS Financial Corp (WSFS) is currently considered undervalued, with its forward PE ratio of 11.03 being lower than its five-year average. Its fair price, based on a relative valuation method, ranges from $70.77 to $90.52, indicating it is undervalued by 11.94% compared to its current price of $62.32. However, its P/S ratio of 2.81 is -41.58% above the industry average, which is seen as unsustainable given its 2.94% revenue growth.
WSFS Financial Corporation Form 8-K Filing Details for March 11, 2026: Company Information, Stock, and Exchange Data
WSFS Financial Corporation's CEO, Rodger Levenson, has adopted a Rule 10b5-1 stock trading plan to potentially sell up to 65,446 shares between June 10, 2026, and June 30, 2027, for personal financial and estate planning. Despite these potential sales, Levenson will retain ownership significantly above the company's guidelines, demonstrating continued alignment with shareholder interests. The company emphasizes that this move is for personal reasons and doesn't reflect any change in business outlook.
WSFS Financial adopts 10b5-1 plan to sell up to 65,446 shares starting June 2026
WSFS Financial has adopted a 10b5-1 trading plan to sell up to 65,446 shares between June 10, 2026, and June 30, 2027. CEO Rodger Levenson initiated the plan for personal financial and estate planning, ensuring he will still retain a significant stake in the company well above guidelines after the sales. This information was disclosed in an SEC filing on March 11, 2026.
Brean Capital Begins Coverage on WSFS Financial (NASDAQ:WSFS)
Brean Capital initiated coverage on WSFS Financial (NASDAQ:WSFS) with a "Buy" rating and a $74.50 price target, suggesting a 16.86% upside from its previous close. This new coverage aligns with a "Moderate Buy" consensus from other analysts, who have an average price target of $70.58, following recent upgrades and raised targets from several firms. The company recently reported strong quarterly earnings, beating expectations with $1.43 EPS against an estimated $1.26, and its stock shows positive technical indicators with its 50-day moving average above its 200-day moving average.
Dimensional Fund Advisors LP Lowers Position in WSFS Financial Corporation $WSFS
Dimensional Fund Advisors LP reduced its stake in WSFS Financial Corporation by 0.8% in Q3 2025, now holding 3,637,654 shares valued at $196.18 million. Despite this, other institutional investors have increased their positions. The article also details recent analyst ratings, insider trading activity, and the company's financial performance.
Quantbot Technologies LP Invests $1.17 Million in WSFS Financial Corporation $WSFS
Quantbot Technologies LP initiated a new stake in WSFS Financial Corporation, acquiring 21,667 shares valued at approximately $1.17 million. This move contributes to institutional investors holding about 88.49% of the stock. Despite some insider selling, WSFS Financial has an analyst consensus of "Moderate Buy" with a target price of $69.80, and the company recently surpassed EPS estimates while paying a quarterly dividend.
American Century Companies Inc. Decreases Stock Holdings in WSFS Financial Corporation $WSFS
American Century Companies Inc. reduced its stake in WSFS Financial Corporation by 9.3% in the third quarter, selling over 72,000 shares. Despite this, other institutional investors increased their holdings. WSFS Financial reported strong earnings per share and revenue growth, currently holding a "Moderate Buy" consensus rating from analysts with a target price of $69.80.
Citigroup Inc. Sells 34,310 Shares of WSFS Financial Corporation $WSFS
Citigroup Inc. reduced its stake in WSFS Financial Corporation by 36.9% in the third quarter, selling 34,310 shares and holding 58,681 shares valued at $3.165 million. Other institutional investors like Norges Bank and Cooke & Bieler LP increased their positions. WSFS Financial reported strong earnings, beating estimates, and announced a quarterly dividend of $0.17 per share.
WSFS Bank Announces Rene Gonzales as Senior Vice President, Chief Technology Officer
WSFS Bank has appointed Rene Gonzales as Senior Vice President, Chief Technology Officer, where he will oversee the company's technology strategy, infrastructure, and operations. Gonzales brings over 30 years of experience in technological transformations within financial services and manufacturing, previously serving as CTO for Cenlar Federal Savings Bank. His leadership will be crucial in enhancing WSFS Bank's technology capabilities and supporting its strategic objectives.
WSFS executives head to New York to brief investors at RBC conference
WSFS Financial Corporation announced its executives will participate in the 2026 RBC Capital Markets Global Financial Institutions Conference in New York City on March 11, 2026. David Burg, Arthur J. Bacci, and Andrew Basile will host discussions with investors, presenting the company's current Investor Presentation. WSFS Financial Corporation is a multibillion-dollar financial services company with $21.3 billion in assets as of December 31, 2025.
WSFS Management to Participate in the 2026 RBC Capital Markets Global Financial Institutions Conference
WSFS Financial Corporation announced its management will participate in the 2026 RBC Capital Markets Global Financial Institutions Conference on March 11, 2026, in New York City. Key executives, including the CFO and COO, will engage in discussions with investors. The company will also make its current investor presentation available on its website.
WSFS Management to Participate in the 2026 RBC Capital Markets Global Financial Institutions Conference
WSFS Financial Corporation will participate in the 2026 RBC Capital Markets Global Financial Institutions Conference on March 11, 2026. David Burg, Arthur J. Bacci, and Andrew Basile will represent WSFS at the event in New York City. The company will present its current Investor Presentation, which details its financial standing with $21.3 billion in assets and $97.4 billion in assets under management as of December 31, 2025.
WSFS Financial (WSFS) Margin Improvement Reinforces Earnings Stability Narrative In FY 2025 Results
WSFS Financial reported strong FY 2025 results with Q4 revenue of US$259.2 million and EPS of US$1.34, contributing to a full-year net profit margin of 28.3%. This margin improvement, combined with stable net interest margins and reduced non-performing loans, strengthens the narrative of earnings stability despite slower forecast profit growth of 3% per year. The company's current P/E ratio is 11.9x, trading near peers but significantly below its DCF fair value of US$121.68, highlighting a potential undervaluation based on its consistent earnings and asset quality.
[Form 4] WSFS FINANCIAL CORP Insider Trading Activity
This article details an insider trading activity for WSFS Financial Corp. Executive Lisa M. Brubaker exercised stock options resulting in a net acquisition of 2,168 shares of common stock, with 4,641 shares withheld for taxes and exercise price. This transaction, dated February 27, 2026, was part of the company's 2018 Equity Incentive Plan and increased her direct holdings to 50,644 shares.
WSFS Financial (WSFS) CEO nets 2,976 shares from option exercise
Rodger Levenson, President & CEO of WSFS Financial Corp (WSFS), recently net exercised employee stock options, gaining 2,976 shares after 10,015 shares were withheld to cover the exercise price and taxes. The transaction occurred on February 27, 2026, with the shares valued at $63.51 each. Following this, Levenson directly owns 198,423 common shares, along with additional stock options and shares held indirectly.
WSFS Financial (NASDAQ: WSFS) EVP and CIO granted 2,517 common shares
WSFS Financial's EVP and CIO, Allan Michael Junior, was granted 2,517 shares of common stock valued at $66.38 per share on February 26, 2026. This award increases his direct holdings to 5,118 shares and will vest annually over three years, beginning April 15, 2027. He also holds 973 shares indirectly through a 401(k) plan, with any performance-based restricted stock units to be reported separately later.
WSFS Financial 10-K: Net Income $287.3M, EPS $5.09, NII $726.1M
WSFS Financial reported full-year results with a net income of $287.3 million and diluted EPS of $5.09, largely due to net interest and dividend income totaling $726.1 million. The bank saw a 3% increase in net interest income, driven by lower funding costs and higher cash balances, alongside stable noninterest income and expenses. Strategic exits and operational efficiencies also contributed to an income before taxes of $380.6 million.
Vanguard Group Inc. Has $330.78 Million Stock Holdings in WSFS Financial Corporation $WSFS
Vanguard Group Inc. has slightly reduced its stake in WSFS Financial Corporation by 3.6%, though it still holds over 6.1 million shares valued at approximately $330.78 million, representing nearly 11% of the company. Recent insider selling has been observed, with executives selling shares totaling over $242,000, while the stock has been trading down. Despite missing revenue estimates, WSFS Financial beat EPS expectations, and analysts generally maintain a "Moderate Buy" rating for the stock.
WSFS (WSFS) risk chief gets stock awards, withholds shares for taxes
WSFS Financial Corp's EVP and Chief Risk Officer, Christine Elizabeth Davis, received stock awards, acquiring 4,754 and 2,820 shares at $66.38 each. She also disposed of 2,149 shares to cover taxes on vested performance-based restricted share units (PSUs), where she achieved a 76% performance level. Following these transactions, Davis directly holds 15,103 shares and indirectly holds 2,902 shares through a 401(k).
WSFS (WSFS) EVP Jamie Hopkins receives 2,766-share restricted stock grant
WSFS Financial Corp Executive Vice President Jamie Patrick Hopkins received a restricted stock grant of 2,766 shares of common stock on February 26, 2026, valued at $66.38 per share. This award increases his direct holdings to 15,835 shares and vests over three years in 33% increments, with the first vesting date set for April 15, 2027. The filing also notes that performance-based restricted stock units are not included in this figure and will be reported separately upon performance assessment.
CFO David Burg granted 3,975 WSFS (WSFS) common shares in award
WSFS Financial Corp Executive Vice President and CFO David Burg was granted 3,975 common shares as an equity award on February 26, 2026, priced at $66.38 per share. This grant vests over three years in 33% increments beginning April 15, 2027. Following this transaction, Burg directly owns 29,104 shares of WSFS common stock, not including unassessed performance-based RSUs.
WSFS (WSFS) EVP Lisa Brubaker reports stock awards and tax withholding
Lisa M. Brubaker, EVP, CHRO of WSFS Financial Corp, reported equity compensation activity including the acquisition of 5,165 and 3,054 shares on February 26, 2026, stemming from performance-based restricted share units and other awards at $66.38 per share. The filing also detailed a disposition of 2,334 shares at the same price to cover tax obligations on vested units, which was not an open-market sale. Following these transactions, Brubaker's direct ownership totals 48,476 shares, with an additional 1,964 shares held indirectly through a 401(k) plan.
WSFS Financial (NASDAQ: WSFS) EVP Bacci reports stock grants and tax share withholding
WSFS Financial Corp's EVP, Arthur J. Bacci, reported acquiring 5,370 and 4,198 shares of common stock through grants on February 26, 2026, priced at $66.38 per share. Concurrently, 2,427 shares were disposed of at the same price to cover tax obligations resulting from vested performance-based restricted share units. After these transactions, Bacci directly holds 33,507 shares and indirectly holds 3,723 shares through a 401(k) plan.
Equity awards for WSFS (NASDAQ: WSFS) EVP include tax share withholding
WSFS Financial Corp EVP Shari Kruzinski reported equity compensation, acquiring 5,011 and 2,827 shares at $66.38 each through grant or award transactions on February 26, 2026. Simultaneously, 2,266 shares were withheld to cover taxes related to vested performance-based restricted share units. Following these transactions, Kruzinski directly holds 20,312 shares and an additional 2,135 shares indirectly through a 401(k).
WSFS Financial (NASDAQ:WSFS) Upgraded to "Hold" at DA Davidson
DA Davidson has upgraded WSFS Financial (NASDAQ:WSFS) to a "Hold" rating, though the street consensus remains a "Moderate Buy" with an average target price of $69.80. The company recently surpassed quarterly EPS estimates, reporting $1.43 against an expected $1.26. Despite recent insider sales of 3,455 shares, institutional investors maintain a significant 88.49% ownership of the stock.
WSFS Financial (NASDAQ:WSFS) Now Covered by DA Davidson
DA Davidson initiated coverage of WSFS Financial (NASDAQ:WSFS) with a neutral rating and a $74 price target, suggesting a 12.96% upside. This follows several other analysts who recently raised their price targets for the company, and Zacks upgraded the stock to a "strong-buy." WSFS Financial recently beat Q4 EPS estimates and achieved 4% year-over-year revenue growth.
Zacks Industry Outlook Highlights ServisFirst Bancshares, WSFS Financial and Heritage Financial
The Zacks Savings and Loan industry is poised for growth due to falling interest rates, easing lending standards, and digital transformation efforts. Three key players – ServisFirst Bancshares Inc. (SFBS), WSFS Financial Corp. (WSFS), and Heritage Financial Corp., Inc. (HFWA) – are highlighted as strong investment opportunities. These companies are expected to benefit from increased loan demand, stable funding costs, and strategic expansions, indicating positive earnings growth and shareholder value.
JPMorgan Chase & Co. Acquires 33,398 Shares of WSFS Financial Corporation $WSFS
JPMorgan Chase & Co. increased its stake in WSFS Financial Corporation by 2.2% in the third quarter, acquiring 33,398 additional shares, bringing its total to 1,544,508 shares valued at approximately $83.3 million. Despite WSFS Financial beating quarterly EPS estimates, its revenue fell short of expectations. Analysts maintain a "Moderate Buy" rating for WSFS, with a consensus price target of $69.00 and the company pays a quarterly dividend of $0.17.
WSFS Financial Corporation (NASDAQ:WSFS) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
WSFS Financial Corporation (NASDAQ:WSFS) has received a "Moderate Buy" consensus rating from seven brokerage firms, with an average one-year price target of $69.00. While analysts are generally positive, company insiders have recently been net sellers, disposing of 3,455 shares worth $242,923 in the last quarter. The company reported strong Q4 2025 earnings, beating EPS estimates and increasing revenue year-over-year, and declared a quarterly dividend.
Pzena Investment Management LLC Acquires 117,244 Shares of WSFS Financial Corporation $WSFS
Pzena Investment Management LLC significantly increased its stake in WSFS Financial Corporation by 14.5%, purchasing 117,244 additional shares, now holding 928,413 shares valued at approximately $50.07 million. Institutional investors collectively own over 88% of the company. WSFS Financial recently surpassed quarterly EPS estimates and announced a quarterly dividend, while analysts maintain a "Moderate Buy" rating with a $69 consensus price target.
Aberdeen Group plc Sells 39,207 Shares of WSFS Financial Corporation $WSFS
Aberdeen Group plc reduced its stake in WSFS Financial Corporation by 8.9%, selling 39,207 shares but still retaining over 400,000 shares valued at approximately $21.7 million, with institutional investors collectively holding about 88.5% of the company. WSFS Financial reported strong Q4 results, surpassing earnings per share expectations and seeing a 4% year-over-year revenue increase. The bank declared a quarterly dividend of $0.17 and currently holds a "Moderate Buy" analyst consensus with an average target price of $69.
WSFS Financial: Quiet Regional Bank With Surprising Upside?
WSFS Financial Corporation, a regional bank in the Philadelphia–Wilmington region, is gaining attention for its potential upside despite trading below larger bank valuations. The article highlights the bank's strategies for navigating current financial trends, including maintaining net interest margin, conservative credit standards, and returning capital to shareholders. Its strong capital position, diversified business, and manageability of nonperforming assets position it favorably among regional banks, making it a nuanced investment opportunity for those in U.S. financials or regional bank ETFs.
Public Sector Pension Investment Board Has $11.77 Million Stock Position in WSFS Financial Corporation $WSFS
The Public Sector Pension Investment Board increased its stake in WSFS Financial Corporation by 12.8% to 218,282 shares, now valued at approximately $11.77 million. This move comes as WSFS Financial reported strong quarterly earnings, beating EPS estimates, and declared a $0.17 quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating with a target price of $69 for the stock.
WSFS Financial (NASDAQ:WSFS) EVP Arthur Bacci Sells 2,005 Shares
WSFS Financial (NASDAQ:WSFS) EVP Arthur Bacci sold 2,005 shares of the company's stock on February 9th for a total of $141,372.55, reducing his stake by 7.07%. This sale follows the bank's recent quarterly earnings report where it beat EPS estimates and reported a 4% year-over-year revenue increase. WSFS also announced a quarterly dividend of $0.17 per share.
Wechsler James J, WSFS Financial EVP, sells $31k in WSFS stock
James J. Wechsler, EVP and Chief Commercial Banking Officer of WSFS Financial Corp, sold 450 shares of WSFS stock for a total of $31,452. The transaction occurred while the stock was near its 52-week high and considered overbought by RSI, though InvestingPro analysis suggests it's trading below its Fair Value. Following the sale, Wechsler directly owns 5,777 shares and indirectly owns 679 shares.
Principal Financial Group Inc. Sells 59,402 Shares of WSFS Financial Corporation $WSFS
Principal Financial Group Inc. reduced its stake in WSFS Financial Corporation by 18% in the third quarter, selling 59,402 shares and retaining 270,256 shares valued at $14.58 million. This comes as WSFS Financial reported strong earnings, beating analyst estimates with $1.43 EPS, and announced a quarterly dividend. Insider selling by two EVPs was also disclosed, while institutional investors collectively own 88.49% of the company.
Wechsler James J, WSFS Financial EVP, sells $31k in WSFS stock
James J. Wechsler, EVP of WSFS Financial Corp, sold 450 shares of company stock for $31,452 on February 5, 2026. This transaction occurred while WSFS shares were trading near their 52-week high, with InvestingPro data indicating an overbought condition. Despite the sale, WSFS Financial continues to demonstrate strong financial performance, exceeding analyst expectations in its Q4 2025 earnings report.
WSFS Management to Hold Meetings with Investors at the 2026 KBW Winter Financial Services Conference
WSFS Financial Corporation announced that its management team will meet with investors at the 2026 KBW Winter Financial Services Conference in Boca Raton, Florida, on February 12-13, 2026. The discussions will be led by Rodger Levenson, David Burg, and Arthur J. Bacci. The company's current investor presentation is available on its website.
WSFS CEO and leadership to meet investors at 2026 KBW Boca Raton conference
WSFS Financial Corporation's leadership, including Chairman, President, and CEO Rodger Levenson, will participate in the 2026 KBW Winter Financial Services Conference in Boca Raton, Florida, on February 12-13, 2026. They will host discussions with investors and present the company's current Investor Presentation. WSFS Financial Corporation is a multibillion-dollar financial services company with $21.3 billion in assets and $97.4 billion in assets under management and administration as of December 31, 2025.
WSFS Financial (WSFS) PT Raised to $70 by Keefe Bruyette
Keefe Bruyette raised its price target for WSFS Financial (WSFS) to $70 from $63, maintaining a Market Perform rating, following other firms like Piper Sandler and TD Cowen that also increased their price targets. The positive revisions are attributed to factors such as stronger pre-provision net revenue, an aggressive share buyback strategy, accelerating loan and deposit trends, and sustained growth through the bank's Wealth and Trust divisions. This comes after WSFS Financial reported a 29% year-over-year increase in EPS to $1.43 in Q4 2025.
