SummerHaven Investment Management LLC Takes Position in WSFS Financial Corporation $WSFS

SummerHaven Investment Management LLC purchased a new stake in WSFS Financial Corporation (NASDAQ:WSFS) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 14,562 shares of the bank’s stock, valued at approximately $785,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. First Horizon Corp acquired a new stake in shares of WSFS Financial in the third quarter valued at about $31,000. CWM LLC raised its position in shares of WSFS Financial by 31.2% during the 2nd quarter. CWM LLC now owns 920 shares of the bank’s stock worth $51,000 after purchasing an additional 219 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in WSFS Financial by 265.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 972 shares of the bank’s stock valued at $53,000 after buying an additional 706 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in WSFS Financial by 618.4% in the 2nd quarter. Farther Finance Advisors LLC now owns 1,250 shares of the bank’s stock valued at $69,000 after buying an additional 1,076 shares in the last quarter. Finally, Parkside Financial Bank & Trust boosted its holdings in WSFS Financial by 17.3% in the 2nd quarter. Parkside Financial Bank & Trust now owns 1,437 shares of the bank’s stock worth $79,000 after buying an additional 212 shares during the last quarter. Hedge funds and other institutional investors own 88.49% of the company’s stock.

Wall Street Analysts Forecast Growth

WSFS has been the subject of a number of research analyst reports. Stephens reissued an “overweight” rating and set a $71.00 target price (up previously from $66.00) on shares of WSFS Financial in a report on Wednesday. Piper Sandler set a $62.00 price target on WSFS Financial and gave the stock a “neutral” rating in a research report on Wednesday, December 17th. TD Cowen restated a “buy” rating on shares of WSFS Financial in a report on Wednesday. DA Davidson cut shares of WSFS Financial from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of WSFS Financial in a report on Wednesday, January 21st. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $66.80.

More WSFS Financial News

Here are the key news stories impacting WSFS Financial this week:

• Positive Sentiment: Q4 results beat expectations — WSFS reported stronger EPS and revenue for Q4 2025 (EPS topped estimates), a direct catalyst for the share gain. WSFS Financial Corp (WSFS) Q4 2025 Earnings Call Highlights: Strong EPS Growth and Robust …
• Positive Sentiment: Management issued upbeat 2026 outlook — company expects double?digit core EPS growth, mid?single?digit deposit growth, continued capital returns and healthy fee momentum; this forward guidance supports investor confidence. WSFS expects double-digit core EPS growth and mid-single-digit deposit gains in 2026 amid capital returns and strong fee momentum
• Positive Sentiment: Revenue beat confirmation from multiple outlets — media coverage reiterates that Q4 revenue beat consensus, reinforcing the earnings surprise narrative. WSFS Financial’s (NASDAQ:WSFS) Q4 CY2025: Beats On Revenue
• Positive Sentiment: Dividend declared — WSFS announced a quarterly dividend of $0.17 per share (record/ex?dividend dates set), which supports income?oriented investor demand. (Company release)
• Neutral Sentiment: Earnings call transcript and presentation available — the full call and slides provide detail on loan growth, fee trends and capital deployment for investors doing deeper diligence. WSFS Financial Corporation (WSFS) Q4 2025 Earnings Call Transcript WSFS Financial Corporation 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Brand/strategy piece — coverage on the importance of relationship banking highlights WSFS’s regional relationship focus, a qualitative positive but with indirect near?term stock impact. The human side of banking: Why relationships still matter in an increasingly digital world

WSFS Financial Stock Up 0.9%

Shares of NASDAQ:WSFS opened at $62.23 on Thursday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.11. The business has a fifty day moving average of $56.83 and a two-hundred day moving average of $55.72. The stock has a market cap of $3.40 billion, a P/E ratio of 12.20 and a beta of 0.80. WSFS Financial Corporation has a 52-week low of $42.44 and a 52-week high of $64.11.

WSFS Financial (NASDAQ:WSFS) last posted its quarterly earnings results on Monday, January 26th. The bank reported $1.43 EPS for the quarter, topping the consensus estimate of $1.26 by $0.17. WSFS Financial had a return on equity of 10.89% and a net margin of 21.14%.The business had revenue of $90.08 million for the quarter, compared to analyst estimates of $267.36 million. During the same quarter in the previous year, the firm earned $1.11 EPS. The company’s quarterly revenue was up 4.0% compared to the same quarter last year. On average, research analysts expect that WSFS Financial Corporation will post 4.47 earnings per share for the current year.

WSFS Financial Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.17 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.68 annualized dividend and a dividend yield of 1.1%. WSFS Financial’s dividend payout ratio is 14.02%.

WSFS Financial Company Profile

WSFS Financial Corporation is the bank holding company for WSFS Bank, a regional financial institution headquartered in Wilmington, Delaware. The company traces its roots to the Safe Deposit & Trust Company, founded in 1832, and formally organized as WSFS Financial in the mid-1980s. Over its long history, WSFS has grown through a combination of organic expansion and selective acquisitions to serve a broad base of individual, commercial and institutional clients.

WSFS Bank offers a full suite of banking and financial services, including retail and commercial deposit accounts, commercial and industrial lending, real estate financing, and treasury management solutions.