WSFS Financial Corporation (WSFS)

In July 2025, KBRA affirmed WSFS's senior unsecured debt rating at 'A-' with a stable outlook, and the company sold a portion of its unsecured consumer loans. WSFS held its 2nd Quarter Earnings Call on July 25, 2025. In October 2025, WSFS held its 3rd Quarter Earnings Call on October 24, 2025, following the release of its 3Q 2025 Earnings Release Supplement on October 23, 2025. On November 7, 2025, the closing share price for WSFS Financial stock was $54.37, while the all-time high closing price was $60.36 on November 25, 2024. On January 7, 2026, TD Cowen maintained a "Buy" rating for WSFS Financial and increased its price target from $68.00 to $70.00, and the stock closed at $56.46 on January 9, 2026. WSFS Financial Corporation's 4th Quarter Earnings Call was scheduled for January 28, 2025.

Demand for WSFS Financial Corp.'s products and services can be seasonal, influenced by economic activity and market segments. Small businesses often see increased activity in the fourth quarter, driving demand for banking services. The housing market, impacting WSFS Mortgage services, also follows seasonal patterns. Financial institutions may experience fluctuations in loan demand, deposit growth, and wealth management activities tied to economic cycles, interest rates, and year-end financial planning.

WSFS Financial Corporation is a multibillion-dollar financial services company operating as a savings and loan holding company. Its main subsidiary, WSFS Bank, is the oldest and largest locally based bank and wealth management firm in the Greater Philadelphia and Delaware region. WSFS provides financial products and services through three segments: WSFS Bank, Cash Connect, and Wealth Management. The WSFS Bank segment offers commercial and consumer banking, treasury management, loans, deposits, retail securities, and insurance services, including mortgage lending and title insurance. The Cash Connect segment provides ATM vault cash, smart safe, and cash logistics services nationwide, and manages WSFS Bank's ATM network. The Wealth Management segment offers planning, advisory, investment management, trust services, and credit and deposit products to individual, corporate, and institutional clients through businesses like Bryn Mawr Trust and NewLane Finance.

WSFS Financial Corporation primarily operates in the Mid-Atlantic region, focusing on the Greater Philadelphia and Delaware areas. As of September 30, 2025, it has 114 offices, including 88 banking offices in Pennsylvania, Delaware, New Jersey, Florida, Nevada, and Virginia. The company also has an extensive ATM network in Delaware, Maryland, Pennsylvania, and New Jersey.

WSFS Financial Corporation has maintained a strong brand reputation, being ranked among Forbes' Best Banks in America in 2024. The company has been recognized as a top workplace by Gallup, the Philadelphia Inquirer, and the News Journal, and received the Culture Transformation Award by Gallup in 2020. WSFS's creditworthiness was reaffirmed with an 'A-' senior unsecured debt rating by KBRA in July 2025 and a Baa2 issuer rating by Moody's Investors Service in June 2025. WSFS demonstrates community engagement, with associates volunteering over 33,000 hours and donating over $3.3 million to local non-profits in 2024. The company reported strong financial performance in 2024, with solid loan and customer deposit growth and record revenue in its wealth and trust segments.

Institutional investors are the primary owners of WSFS Financial Corporation, holding approximately 94.40% of shares as of June 2025, which rose to 90.0% as of September 2025. BlackRock, Inc. holds 7.94 million shares, The Vanguard Group, Inc. owns 6.13 million shares, State Street Corporation possesses 3.02 million shares, and Dimensional Fund Advisors LP has 3.64 million shares as of September 2025. Insider ownership stands at 0.89% as of June 2025.