Sep 30, 2024

WSFS Q3 2024 Earnings Report

WSFS reported a core ROA of 1.22% and EPS of $1.08, reflecting loan, deposit, and fee revenue growth.

Key Takeaways

WSFS Financial Corporation announced its Q3 2024 financial results, with a core Return on Average Assets (ROA) of 1.22% and Earnings Per Share (EPS) of $1.08. The results reflect continued growth in loans, deposits, and fee revenue. Gross loan growth was reported at 1% (5% annualized), driven by commercial, consumer, and residential mortgage portfolios. Customer deposits increased by 1% (3% annualized), primarily due to seasonal municipal deposit inflows.

Core ROA was 1.22%, compared to 1.25% for 2Q 2024.

Core EPS was $1.08, flat from 2Q 2024.

Gross loan growth of 1% (5% annualized) from 2Q 2024 driven by growth in commercial, consumer, and residential mortgage.

Customer deposits increased 1% (3% annualized) compared to 2Q 2024, driven by seasonal increases in municipal deposits and continued increases in customer time deposits, partially offset by expected outflows in Wealth and Trust deposits.

Total Revenue
$178M
Previous year: $183M
-2.8%
EPS
$1.08
Previous year: $1.23
-12.2%
Net Interest Margin
3.78%
Previous year: 4.08%
-7.4%
Efficiency Ratio
61.1%
Previous year: 54.64%
+11.8%
Cash and Equivalents
$991M
Previous year: $611M
+62.1%
Free Cash Flow
$2.21M
Previous year: $164M
-98.7%
Total Assets
$20.9B
Previous year: $20B
+4.3%

WSFS

WSFS

WSFS Revenue by Segment

Forward Guidance

While the 50 basis point decrease in the Fed Funds Rate in mid-September had a minimal impact on 3Q results, WSFS has updated their full-year 2024 Outlook in their Earnings Release Supplement to reflect this change.