Black checkmark with a sparkle and a curved line underneath on a white background.
Company

WSFS FINANCIAL CORP

Ticker
WSFS
Sector
Industry
Report date
November 3, 2026
Valye AI Score

70

High visibility
Recent developments
Recent developments summary

WSFS FINANCIAL CORP has recently reported its Q3 2026 financial results and conducted earnings calls providing detailed insights into its financial performance and outlook.

Recent developments:
  • WSFS reported net income of $89.3 million and EPS of $1.75 for Q3 2026 as per its 10-Q filing dated November 3, 2026 [S2].
  • The company held cash and cash equivalents of approximately $1.7 billion as of December 31, 2025, according to its 10-K filing filed March 2, 2026 [S1].
  • Multiple earnings call transcripts and financial results releases for Q3 2026 are available from primary sources, indicating active investor communications [N1][N2][N3].
  • Recent news coverage includes detailed analysis of Q3 2026 earnings and key metrics, reflecting market interest and transparency [N4][N5][N7].
Overview

WSFS FINANCIAL CORP is a publicly traded financial services company with detailed recent disclosures including Q3 2026 net income of $89.3 million and EPS of $1.75. The company maintains substantial liquidity with cash and equivalents of approximately $1.7 billion as of the end of 2025. Recent earnings calls and financial results are well documented through primary sources, providing transparency into its financial performance and operations.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.

Scenarios for WSFS

Bull case model:

The company demonstrates strong earnings performance with positive net income and EPS in recent quarters. Its liquidity position supports operational flexibility. Active investor communications and detailed earnings disclosures enhance transparency and market confidence.

Bear case model:

Potential risks include limited disclosure of recent revenue figures beyond mid-2023 and incomplete liquidity ratios. The financial services industry is subject to regulatory, credit, and market risks that could impact future performance. The absence of detailed sector and industry classification limits full visibility into competitive positioning.

Moat:

WSFS FINANCIAL CORP operates in the financial services sector, where competitive advantages often derive from customer relationships, regional market presence, and regulatory compliance. While specific moat details are not disclosed in the provided data, the company's consistent earnings and liquidity position suggest operational stability and established market presence.

Risks overview
Risks summary
Regulatory and market risks inherent to the financial services sector combined with partial disclosure gaps in recent revenue and liquidity metrics represent the primary risks.
Risks details:

• Regulatory and Market Risks: As a financial services company, WSFS faces regulatory compliance requirements and market fluctuations that could affect its operations and financial results.
• Disclosure Gaps: Recent revenue data beyond Q2 2023 is not explicitly disclosed, which may limit full visibility into current top-line performance.
• Liquidity Ratios Not Fully Disclosed: While cash and equivalents are known, other liquidity metrics such as current ratio and cash ratio are not provided, limiting assessment of short-term financial health.

FINAL FORECAST FOR WSFS

Final take one line
WSFS FINANCIAL CORP exhibits very high visibility with detailed recent financial disclosures and active investor communications.
Final take 12 to 24 month view

Business trends: The company shows consistent profitability and liquidity with active engagement in earnings communications.
Execution milestones: Completion and disclosure of Q3 2026 financial results and earnings calls.
Key risks: Regulatory environment, partial gaps in recent revenue and liquidity disclosures, and inherent financial sector risks.

Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

70
LLM visibility overview
LLM Visibility known facts
  • WSFS FINANCIAL CORP is a publicly traded company with ticker WSFS.
  • The company reported net income of $89.3 million for the quarter ended September 30, 2026, according to its 10-Q filing dated November 3, 2026.
  • Basic and diluted earnings per share were both $1.75 for Q3 2026 as per the 10-Q filing.
  • Cash and cash equivalents were reported at approximately $1.7 billion as of December 31, 2025, based on the latest 10-K filing.
  • The company has multiple recent earnings call transcripts and financial results releases for Q3 2026 available from primary sources such as Nasdaq.com.
  • Recent news coverage includes detailed Q3 2026 earnings call transcripts and financial results reports, indicating active investor communications.
  • Financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
  • Liquidity ratios are not fully disclosed but cash and equivalents are known from SEC filings.
  • The company’s revenue figure of $348.5 million is from Q2 2023, indicating some historical revenue data is available but more recent revenue data is not explicitly provided in the snapshot.
  • The company’s risk factors are documented in the latest 10-K filing dated February 27, 2026.
Sources
Sources - Context summary

Generated 2026-11-04

Sources - Earning calls
  • N1
  • N2
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-02-27 | 10-K
  • S2 | 2026-11-03 | 10-Q
Sources - News headlines
  • N1 | 2026-10-25 | www.nasdaq.com | WSFS Financial (WSFS) Q3 2026 Earnings Call Transcript | https://www.nasdaq.com/articles/wsfs-financial-wsfs-q3-2026-earnings-call-transcript
  • N2 | 2026-10-23 | www.nasdaq.com | What WSFS Financial (WSFS) Said on Its Q3 Earnings Call | https://www.nasdaq.com/articles/what-wsfs-financial-wsfs-said-its-q3-earnings-call
  • N3 | 2026-10-22 | www.nasdaq.com | WSFS Financial Corporation Reports 3Q 2026 Financial Results | https://www.nasdaq.com/articles/wsfs-financial-corporation-reports-3q-2026-financial-results
  • N4 | 2026-10-22 | www.nasdaq.com | WSFS (WSFS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates | https://www.nasdaq.com/articles/wsfs-wsfs-q3-earnings-how-key-metrics-compare-wall-street-estimates
  • N5 | 2026-10-22 | www.nasdaq.com | WSFS Financial (WSFS) Tops Q3 Earnings and Revenue Estimates | https://www.nasdaq.com/articles/wsfs-financial-wsfs-tops-q3-earnings-and-revenue-estimates
  • N6 | 2026-10-21 | www.nasdaq.com | Great Southern Bancorp (GSBC) Beats Q3 Earnings and Revenue Estimates | https://www.nasdaq.com/articles/great-southern-bancorp-gsbc-beats-q3-earnings-and-revenue-estimates
  • N7 | 2026-10-21 | www.nasdaq.com | What Analyst Projections for Key Metrics Reveal About WSFS (WSFS) Q3 Earnings | https://www.nasdaq.com/articles/what-analyst-projections-key-metrics-reveal-about-wsfs-wsfs-q3-earnings
  • N8 | 2026-10-20 | www.nasdaq.com | Riverview Bancorp (RVSB) to Report Q2 Results: Wall Street Expects Earnings Growth | https://www.nasdaq.com/articles/riverview-bancorp-rvsb-report-q2-results-wall-street-expects-earnings-growth
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

Blue logo with a stylized checkmark and star above the blue text 'VALYE' on a black background.

Generated by Valye SEC Pipeline Engine