WSFS Bank (WSFS)
Combines regional banking, nationwide cash logistics, and trust-led wealth management.
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Provides commercial and consumer banking across the Greater Philadelphia and Delaware region, with lending funded primarily by client deposits. Nationwide Cash Connect® services manage ATM vault cash and smart safes, while Wealth and Trust earns advisory, investment-management, private-banking, and fiduciary fees.
Centers its business on commercial and consumer banking across Delaware, southeastern Pennsylvania, and southern New Jersey. WSFS Bank gathers client deposits to fund commercial loans, residential mortgages, consumer credit, and small-business equipment leases; treasury management and capital-markets services broaden those relationships.
Extends beyond its regional branches through two nationwide fee businesses. Cash Connect® provides ATM vault cash, smart-safe, reconciliation, and cash-logistics services. Wealth and Trust, led by the Bryn Mawr Trust brand, delivers planning, investment management, private banking, and personal and institutional trust services.
Founded in 1832, the bank remains locally managed in the Greater Philadelphia and Delaware region. Its results depend on credit quality, client deposit funding, interest rates, and compliance with capital, liquidity, and other banking regulations.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Stephens & Co. | Downgrade | ||
| Jul 27, 2026 | Stephens | Reiterate | Rating: —Target: $81 | Target: $87 |
| Jul 27, 2026 | DA Davidson | Reiterate | Rating: —Target: — | Target: $83 |
| May 6, 2026 | Piper Sandler | Reiterate | Rating: —Target: $67 | Target: $80 |
| Apr 27, 2026 | UBS | Target | Target: — | Target: $76 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $7.39B · Total debt $307.0M · Total assets $22.65B · Shareholders' equity $2.72B
- Revenue
- $346.8M
- Operating income
- $115.9M
- Net income
- $84.4M
HistoryDividendAnnual yield
| Institutions | 94.22% | 48.14M shares | |
|---|---|---|---|
| 358 holders · as of Jun 30, 2026 | |||
| Insiders | 1.07% | 547.9K shares | |
| 20 holders · as of Sep 15, 2026 | |||
| Other | 4.71% | 2.41M shares | |
| remainder | |||
51.09M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 14.71% | 7.52M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.99% | 3.57M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.48% | 3.31M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.94% | 3.03M | as of Jun 30, 2026 |
Franklin Resources IncInstitution | 4.52% | 2.31M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Michael J. Donahue | director | −3,247 | $79.46 |
| Jul 28, 2026 | Shari Kruzinski | officer: EVP, Chief Consumer Bk Officer | −3,500 | $81.74 |
| Jun 10, 2026 | Rodger Levenson | officer: President & CEO | −65,446 | $74.11 |
| Feb 9, 2026 | Arthur J. Bacci | officer: EVP, COO | −2,005 | $70.51 |
| Feb 5, 2026 | Shari Kruzinski | officer: EVP, Chief Consumer Bk Officer | −1,000 | $70.10 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| WSFS Bank | $77.03 | +0.18% | $4.00B | 12.9 | 11.7 | 2.9 | +5.6% |
| M&T Bank | $220.90 | −1.13% | $32.38B | 11.8 | 11.1 | 2.6 | +5.7% |
| Fulton Financial | $22.95 | −0.31% | $4.40B | 11.0 | 10.4 | 2.3 | +13.5% |
| Provident Financial Services | $22.61 | −0.18% | $2.95B | 9.4 | 9.1 | 2.1 | +9.7% |
| Customers Bancorp | $77.22 | −0.17% | $2.62B | 9.4 | 8.6 | 1.8 | +12.4% |
| Univest Financial | $41.68 | −0.38% | $1.15B | 12.1 | 10.8 | 2.2 | +4.1% |
| Peapack-Gladstone Financial | $44.35 | −0.74% | $791.7M | 15.5 | 10.7 | 1.7 | +25.4% |
| Brink's | $105.90 | −1.14% | $4.41B | 24.8 | 10.9 | 0.8 | +7.0% |
| Median | 11.8 | 10.7 | 2.1 | +9.7% |