SummerHaven Investment Management LLC Makes New $785,000 Investment in WSFS Financial Corporation $WSFS

Posted by Patrick Bannon on Jan 29th, 2026

SummerHaven Investment Management LLC purchased a new stake in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) during the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 14,562 shares of the bank’s stock, valued at approximately $785,000.

Other hedge funds have also modified their holdings of the company. First Horizon Corp purchased a new stake in WSFS Financial in the 3rd quarter valued at about $31,000. CWM LLC increased its position in shares of WSFS Financial by 31.2% during the second quarter. CWM LLC now owns 920 shares of the bank’s stock valued at $51,000 after acquiring an additional 219 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of 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 acquiring an additional 706 shares during the period. Farther Finance Advisors LLC raised its stake in shares of 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 acquiring an additional 1,076 shares during the period. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of 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 acquiring an additional 212 shares during the last quarter. 88.49% of the stock is currently owned by hedge funds and other institutional investors.

WSFS Financial Price Performance

WSFS stock opened at $62.23 on Thursday. The stock has a market cap of $3.40 billion, a price-to-earnings ratio of 12.20 and a beta of 0.80. WSFS Financial Corporation has a fifty-two week low of $42.44 and a fifty-two week high of $64.11. 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 50 day moving average price of $56.83 and a 200 day moving average price of $55.72.

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

WSFS Financial Announces Dividend

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

WSFS Financial News Summary

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

Wall Street Analyst Weigh In

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

View Our Latest Stock Report on WSFS Financial

WSFS Financial Profile

(Free Report)

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.