WSFS Financial (NASDAQ:WSFS) Shares Acquired Rep. Lisa C. McClain

Key Points

• Representative Lisa C. McClain purchased shares of WSFS Financial Corporation on June 17th, with an investment between $1,001 and $15,000, and disclosed this in a filing made on August 13th.
• WSFS Financial recently reported quarterly earnings of $1.27 per share, surpassing expectations, with a net margin of 19.29% and a revenue of $267.50 million.
• The company announced a quarterly dividend of $0.17 per share, representing a 1.2% yield, with payment set for August 22nd for investors of record as of August 8th.

Representative Lisa C. McClain (R-Michigan) recently bought shares of WSFS Financial Corporation NASDAQ: WSFS. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in WSFS Financial stock on June 17th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

WSFS Financial Trading Up 1.7%

WSFS Financial stock traded up $0.96 during mid-day trading on Tuesday, reaching $58.34. 77,632 shares of the company traded hands, compared to its average volume of 330,353. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.84 and a quick ratio of 0.83. The firm's 50 day moving average price is $55.93 and its 200 day moving average price is $53.54. The firm has a market capitalization of $3.27 billion, a price-to-earnings ratio of 12.79 and a beta of 0.89. WSFS Financial Corporation has a 52-week low of $42.44 and a 52-week high of $62.75.

WSFS Financial (NASDAQ:WSFS - Get Free Report) last issued its quarterly earnings data on Thursday, July 24th. The bank reported $1.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.13 by $0.14. The business had revenue of $267.50 million for the quarter, compared to the consensus estimate of $221.93 million. WSFS Financial had a net margin of 19.29% and a return on equity of 10.15%. The company's quarterly revenue was up .6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.08 EPS. On average, analysts anticipate that WSFS Financial Corporation will post 4.47 earnings per share for the current fiscal year.

WSFS Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Shareholders of record on Friday, August 8th were given a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Friday, August 8th. WSFS Financial's payout ratio is presently 14.91%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on WSFS. DA Davidson upped their target price on shares of WSFS Financial from $68.00 to $70.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. Stephens reaffirmed an "overweight" rating and issued a $64.00 target price on shares of WSFS Financial in a research report on Monday, April 28th. Wall Street Zen downgraded shares of WSFS Financial from a "hold" rating to a "sell" rating in a research report on Friday, May 30th. Finally, Keefe, Bruyette & Woods reduced their target price on shares of WSFS Financial from $66.00 to $64.00 and set a "market perform" rating on the stock in a research report on Monday, April 28th. Two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, WSFS Financial presently has an average rating of "Moderate Buy" and a consensus target price of $66.00.

Institutional Trading of WSFS Financial

Several institutional investors have recently bought and sold shares of the company. Public Sector Pension Investment Board grew its position in WSFS Financial by 4.0% during the 2nd quarter. Public Sector Pension Investment Board now owns 193,591 shares of the bank's stock valued at $10,648,000 after purchasing an additional 7,530 shares during the last quarter. Tower Research Capital LLC TRC boosted its holdings in shares of WSFS Financial by 313.8% during the 2nd quarter. Tower Research Capital LLC TRC now owns 8,467 shares of the bank's stock valued at $466,000 after acquiring an additional 6,421 shares during the last quarter. State of Tennessee Department of Treasury boosted its holdings in shares of WSFS Financial by 18.6% during the 2nd quarter. State of Tennessee Department of Treasury now owns 33,230 shares of the bank's stock valued at $1,828,000 after acquiring an additional 5,219 shares during the last quarter. Tidal Investments LLC purchased a new stake in shares of WSFS Financial during the 2nd quarter valued at about $530,000. Finally, Rafferty Asset Management LLC boosted its holdings in shares of WSFS Financial by 27.5% during the 2nd quarter. Rafferty Asset Management LLC now owns 55,250 shares of the bank's stock valued at $3,039,000 after acquiring an additional 11,930 shares during the last quarter. 88.49% of the stock is owned by hedge funds and other institutional investors.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

WSFS Financial Company Profile

WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities.