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WSFS

Wsfs Financial Corp
$77.61 +0.46 (+0.60%) At close · Jul 10
Market Cap
$4.04B
Shares
52,044,046

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$77.61 Open$77.35 Day$77.06–77.86 52W$49.64–79.13 Avg vol 30d484K Short int1.9M · 3.7% float · 3.0d Short vol67% Last earningsApr 23, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 4
Up next
Next earnings call
Jul 23, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 4, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Strong Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very Low
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +23%
      above
      Price vs 50-day avg +6%
      above
      RSI (14) 60
      neutral
      MACD trend Negative
      52-week position 95%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +5%
      trailing
      6-month return +36%
      trailing
      YTD return +41%
      this year
      Relative strength +27%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $73 › 200d $63 — 50d above 200d
      Institutional flow Accumulating
      9 of 328 funds reported for Jun 30 · net +9.5K sh shares · +2 new
      Insider flow Distributing
      Net -$4.9M over 90 days · 100% sells
      Short interest Falling
      3.74% of float · ▼ -6.2% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      328 holders — near 3-yr high, broad support
      Squeeze score 62
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +50%
      Y/Y
      EPS growth +15%
      Y/Y
      Free cash flow $213.6M
      Valuation P/E 13.8
      in line
      Balance sheet $1.7B
      net cash
      Quant / Vol
      risk profile
      Very Low
      Volatility 24%
      annualized · 1-yr
      Max drawdown −15%
      past year
      ATR 2.0%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the Earnings Call filed Mar 31, 2026
      Net charge-offs · for the year Initiated 0.25% – 0.35%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +23% Bullish
      Price vs 50-day avg
      +6% Bullish
      RSI (14)
      60 Neutral
      MACD trend
      Negative Bearish
      52-week position
      95% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $73 › 200d $63 — 50d above 200d
      Institutional flow Accumulating
      9 of 328 funds reported for Jun 30 · net +9.5K sh shares · +2 new
      Insider flow Distributing
      Net -$4.9M over 90 days · 100% sells
      Short interest Falling
      3.74% of float · ▼ -6.2% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      328 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $50 Now $78 · 95% 52-wk high $79
      vs 200-day avg +23% vs 50-day avg +6%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      annualized C&I growth (linked quarter) 7% Q1 FY2026 call
      annualized small business banking growth (linked quarter) 11% Q1 FY2026 call
      Bryn Mawr Trust Company of Delaware growth 27% Q1 FY2026 call
      buybacks $85M Q1 FY2026 call
      capital returned $94M Q1 FY2026 call
      Cash Connect profit margin 15% Q1 FY2026 call
      core EPS non-GAAP $1.68 Q1 FY2026 call
      core EPS (excluding loan recovery) non-GAAP $1.45 Q1 FY2026 call
      core EPS growth non-GAAP 49% Q1 FY2026 call
      core fee revenue growth non-GAAP 11% Q1 FY2026 call
      core net income growth non-GAAP 35% Q1 FY2026 call
      core PPNR growth non-GAAP 10% Q1 FY2026 call
      core return on tangible common equity non-GAAP 20.7% Q1 FY2026 call
      core ROA non-GAAP 1.65% Q1 FY2026 call
      core ROA (excluding loan recovery) non-GAAP 1.43% Q1 FY2026 call
      delinquencies decline (year over year) 32% Q1 FY2026 call
      interest bearing deposit beta 46% Q1 FY2026 call
      net charge-offs (excluding recovery) $12.2M Q1 FY2026 call
      net interest margin 3.83% Q1 FY2026 call
      net recoveries $3.5M Q1 FY2026 call
      non-interest deposits as percent of total deposits 34% Q1 FY2026 call
      non-interest deposits growth (linked quarter) 14% Q1 FY2026 call
      non-performing assets decline (year over year) 25% Q1 FY2026 call
      problem assets decline (year over year) 26% Q1 FY2026 call
      residential mortgage and WSFS originated consumer loans annualized growth (linked quarter) 3% Q1 FY2026 call
      residential mortgage and WSFS originated consumer loans growth (year over year) 14% Q1 FY2026 call
      tangible book value per share growth non-GAAP 15% Q1 FY2026 call
      total client deposit costs 1.33% Q1 FY2026 call
      wealth and trust fee growth non-GAAP 25% Q1 FY2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Banks - Regional — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WSFS
      Wsfs Financial Corp
      this stock
      $4.04B +40.9% +50.2% 13.8 3.7%
      HDB
      Hdfc Bank Ltd
      $136.10B -27.4% +15.2% 0.4%
      MFG
      Mizuho Financial Group Inc
      $127.67B +43.2% 0.1%
      IBN
      Icici Bank Ltd
      $104.01B -2.7% 0.7%
      PNC
      Pnc Financial Services Group, Inc.
      $101.16B +21.6% +7.2% 14.6 1.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      329
      % held
      84.2%
      Reported
      9 of 328
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      337
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      1.9M
      Days to cover
      3.0d
      Change
      -128.3K sh
      View
      Short Volume
      Short vol %
      67%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      700
      Value
      $49.3K
      As of
      Jun 2, 2026
      View
      Off-Exchange
      Off-exchange %
      41.6%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$4.9M
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Lisa McClain
      Amount
      $1.0K–$15.0K
      Traded
      Oct 31, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $963.9M
      Net income (FY)
      $287.3M
      EPS diluted
      $5.09
      View
      Buybacks
      Authorized
      shares 1.1M
      Remaining
      shares 353.0K
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 11, 2026
      This year
      8
      View
      Proposed Sales
      Value
      $4.8M
      Shares
      65.4K
      Filed
      Jun 10, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 23, 2026
      View
      Investor Relations
      Latest news
      WSFS Financial Corporation Announ…
      Published
      Jul 9, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      WSFS +0.6% +4.8% +36.1% +1.2% +40.9%
      SPY +1.4% +4.1% +9.1% +1.1% +10.7%
      vs SPY -0.8% +0.8% +27.0% +0.1% +30.2%

      Capital returns

      Latest dividend
      $0.20 / share · ex May 8, 2026
      Raised 17.6%
      Paid (TTM)
      $0.71 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.91%
      Buyback program · as of Dec 31, 2014
      Authorized
      shares 1.06M
      Spent (derived)
      shares 707,137
      Remaining
      shares 353,000
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 828944 CUSIP 929328102 13F (30d) 10 filings 9 filers Visit website Investor relations