WSFS FinancialWSFS
WSFS
About: WSFS Financial Corp is a savings and loan holding company. The company operates in three segments: WSFS Bank provides loans and leases and other financial products to commercial and consumer customers. Cash Connect segment provides ATM vault cash, smart safe, and other cash logistics services; and Wealth Management provides a broad array of planning and advisor services, investment management, personal and institutional trust services, and credit and deposit products to individuals, corporate, and institutional clients. Majority revenue is generated from WSFS Bank segment.
Employees: 2,309
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
705% more call options, than puts
Call options by funds: $515K | Put options by funds: $64K
6% more capital invested
Capital invested by funds: $2.7B [Q3] → $2.86B (+$158M) [Q4]
2.06% more ownership
Funds ownership: 89.34% [Q3] → 91.4% (+2.06%) [Q4]
2% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 82
6% less funds holding
Funds holding: 261 [Q3] → 246 (-15) [Q4]
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$68
31%
upside
Avg. target
$68
31%
upside
High target
$68
31%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Keefe, Bruyette & Woods Kelly Motta 32% 1-year accuracy 6 / 19 met price target | 31%upside $68 | Market Perform Maintained | 3 Feb 2025 |
Stephens & Co. Russell Gunther 32% 1-year accuracy 9 / 28 met price target | 31%upside $68 | Overweight Reiterated | 28 Jan 2025 |
Financial journalist opinion
Neutral
Business Wire
1 week ago
WSFS Bank Partners with Greenlight to Help Increase Financial Literacy Among Kids and Teens
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced a partnership with Greenlight® Financial Technology, Inc. (“Greenlight”), the leading family fintech company, to provide an innovative banking* solution for kids, teens, and families. Starting today, WSFS Bank clients will have complimentary access to Greenlight's award-winning family finance app, giving more kids and teens hands-on financial experience that helps c.
Neutral
Business Wire
3 weeks ago
WSFS Names Chris Ballard, Senior Vice President, Director of Total Rewards
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), has named Chris Ballard as Senior Vice President, Director of Total Rewards, reporting to Lisa Brubaker, Executive Vice President and Chief Human Resources Officer. “I am thrilled to welcome Chris to our team,” said Brubaker. “With his many years of experience in the compensation, benefits, and total rewards field, Chris brings a wealth of expertise that will be invaluable as we co.
Neutral
Business Wire
1 month ago
WSFS Bank Offers Down Payment Assistance Through 2025 Mortgage Grant Program with $1.5 Million Commitment
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced the launch of its 2025 WSFS Down Payment Grant Program, reaffirming its commitment to making the dream of homeownership a reality for individuals and families in the community. With $1.5 million in grants available for 2025, WSFS continues its mission to help those with limited savings secure safe and affordable housing. Since the program's launch three years ago, W.
Neutral
Business Wire
1 month ago
Bryn Mawr Trust Expands Bucks County Presence with New Team and Office
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, announced the addition of a new team of experienced Wealth Advisory professionals to support its growing presence in Bucks County, Pennsylvania. Joining from Truist Wealth are Brandon McFadden as Senior Vice President and Wealth Director, Jim Fisher and Chris Freddo, as Senior Vice Presidents and Senior Investment Advisors, and Heather Weinhold as Senior Financial Associate. McFa.
Neutral
Business Wire
1 month ago
WSFS Announces Kathryn Bittner as Chief Operating Officer, Commercial Banking
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the appointment of Kathryn Bittner to the position of Senior Vice President, Chief Operating Officer, Commercial Banking, reporting to James (Jim) Wechsler, Executive Vice President and Chief Commercial Banking Officer. Bittner succeeds Wechsler who was promoted to Chief Commercial Banking Officer effective January 1, 2025. In her new role, Bittner will overs.
Neutral
Seeking Alpha
1 month ago
WSFS Financial Corporation (WSFS) Q4 2024 Earnings Call Transcript
WSFS Financial Corporation (NASDAQ:WSFS ) Q4 2024 Earnings Conference Call January 28, 2025 1:00 PM ET Company Participants David Burg - Chief Financial Officer Rodger Levenson - Chairman, President & Chief Executive Officer Arthur Bacci - Chief Operating Officer Conference Call Participants Russell Gunther - Stephens Frank Schiraldi - Piper Sandler Kelly Motta - KBW Manuel Navas - DA Davidson Operator Thank you for standing by. My name is Janine, and I will be your conference operator for today.
Neutral
Zacks Investment Research
1 month ago
WSFS (WSFS) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for WSFS (WSFS) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
WSFS Financial (WSFS) Q4 Earnings Beat Estimates
WSFS Financial (WSFS) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $1.15 per share a year ago.
Neutral
Business Wire
1 month ago
WSFS Reports 4Q 2024 EPS of $1.09, ROA of 1.21%, NIM of 3.80%; Strong Deposit Growth and Record Wealth and Trust Revenue Full-Year EPS of $4.41 and ROA of 1.27%
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, today announced its financial results for the full year and fourth quarter of 2024. Selected financial results and metrics are as follows: (Dollars in millions, except per share data) 4Q 2024 3Q 2024 4Q 2023 2024 2023 Net interest income $ 178.2 $ 177.5 $ 178.1 $ 705.4 $ 725.1 Fee revenue 83.3 90.2 87.2 340.9 .
Positive
Zacks Investment Research
1 month ago
Countdown to WSFS (WSFS) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Beyond analysts' top -and-bottom-line estimates for WSFS (WSFS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
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