Haverford Trust Co Invests $571,000 in WSFS Financial Corporation $WSFS

Posted by Francis Steltz on Aug 23rd, 2026

Haverford Trust Co acquired a new stake in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 7,441 shares of the bank’s stock, valued at approximately $571,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Root Financial Partners LLC raised its position in WSFS Financial by 92.4% during the first quarter. Root Financial Partners LLC now owns 431 shares of the bank’s stock worth $28,000 after acquiring an additional 207 shares in the last quarter. NewEdge Advisors LLC acquired a new stake in WSFS Financial in the fourth quarter valued at $33,000. Torren Management LLC bought a new position in shares of WSFS Financial in the 4th quarter valued at about $35,000. Clearstead Advisors LLC grew its position in shares of WSFS Financial by 167.5% in the 4th quarter. Clearstead Advisors LLC now owns 781 shares of the bank’s stock valued at $43,000 after acquiring an additional 489 shares during the period. Finally, Quarry LP increased its stake in shares of WSFS Financial by 159.7% during the 3rd quarter. Quarry LP now owns 813 shares of the bank’s stock worth $44,000 after purchasing an additional 500 shares during the last quarter. 88.49% of the stock is owned by institutional investors.

WSFS Financial Price Performance

Shares of WSFS opened at $79.88 on Friday. The firm has a market capitalization of $4.08 billion, a PE ratio of 13.36 and a beta of 0.77. The company’s 50-day moving average is $78.69 and its 200-day moving average is $71.95. WSFS Financial Corporation has a fifty-two week low of $49.92 and a fifty-two week high of $82.94. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.84 and a quick ratio of 0.84.

WSFS Financial (NASDAQ:WSFS – Get Free Report) last posted its earnings results on Thursday, July 23rd. The bank reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.50 by $0.16. The company had revenue of $284.70 million during the quarter, compared to analysts’ expectations of $278.41 million. WSFS Financial had a net margin of 23.34% and a return on equity of 11.71%. WSFS Financial’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.27 EPS. Equities analysts forecast that WSFS Financial Corporation will post 6.58 EPS for the current year.

WSFS Financial Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 21st. Shareholders of record on Friday, August 7th were issued a $0.20 dividend. This represents a $0.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, August 7th. WSFS Financial’s dividend payout ratio is currently 13.38%.

Insider Activity at WSFS Financial

In other news, EVP Shari Kruzinski sold 3,500 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $81.74, for a total value of $286,090.00. Following the transaction, the executive vice president owned 15,207 shares of the company’s stock, valued at approximately $1,243,020.18. This represents a 18.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rodger Levenson sold 65,446 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $74.11, for a total value of $4,850,203.06. Following the transaction, the chief executive officer owned 186,088 shares in the company, valued at approximately $13,790,981.68. This trade represents a 26.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on WSFS. Stephens cut shares of WSFS Financial from an “overweight” rating to an “equal weight” rating and set a $87.00 target price on the stock. in a report on Wednesday, August 12th. UBS Group set a $76.00 price target on WSFS Financial in a report on Monday, April 27th. Keefe, Bruyette & Woods boosted their price target on WSFS Financial from $83.00 to $89.00 and gave the stock a “market perform” rating in a research report on Monday, July 27th. Weiss Ratings restated a “buy (b)” rating on shares of WSFS Financial in a research note on Friday, June 12th. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $90.00 price objective (up from $80.00) on shares of WSFS Financial in a research report on Monday, August 3rd. Three investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $83.07.

Check Out Our Latest Analysis on WSFS

WSFS Financial Company 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.