“Partially offsetting these increases to non-interest expense, amortization of intangibles decreased $1.9 million to $17.1 million for the six months ended June 30, 2026, compared to $19.0 million for the six months ended June 30, 2025, largely due to a schedu…”10-Q · Aug 7, 2026 ↗
Provident Financial Services, Inc.
PFS
Market read
Provident Financial Services, Inc.'s move is spreading beyond its market group.
PFS accounts for 34.8% of the group's measured movement across 3.1 effective names. raw member direction is mixed; 3 of 5 session-normalized paths align to the upside. Capital-flow agreement is 0%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
FLG, HOPE moved materially before PFS. PFS crossed its material path threshold at 13:55 ET, 55 minutes after the first measured mover. EBC, BKU followed.
4 of 5 members in Regional Banks are active. 0 of 1 disclosed connections are confirming.
- At least 4 of 5 durable members become active together.
- Capital-flow agreement rises above 55%.
- ONB remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 1 of 5 members or fewer.
Research brief
The story so far
PFS accounts for 34.8% of the group's measured movement across 3.1 effective names. raw member direction is mixed; 3 of 5 session-normalized paths align to the upside. Capital-flow agreement is 0%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 4 of 5 durable members become active together.
- Capital-flow agreement rises above 55%.
- ONB remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +7.1% year over year.
- Net margin changed +229.1 percentage points in the latest annual period.
- Diluted shares increased 19.0% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Demand and volume has repeated adverse evidence across 4 filings.
- P/E is 30% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 57% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
23.31Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase in savings and demand deposits was largely attributable to a $351.4 million increase in money market deposits and a $94.1 million increase in non-interest bearing demand deposits, partially offset by a $328.7 million decrease in interest bearing…”10-Q · Aug 7, 2026 ↗
“The ability of our subsidiaries to pay dividends is subject to legal and regulatory limitations, profitability, financial condition, capital expenditures and other cash flow requirements.”10-K · Feb 27, 2026 ↗
“The ability of our subsidiaries to pay dividends is subject to legal and regulatory limitations, profitability, financial condition, capital expenditures and other cash flow requirements.”10-K · Feb 27, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 41.6× · EV/sales 38.8×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PFS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for PFS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind PFS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TBBKThe Bancorp, Inc.partnerFeb 27, 2026 ▾
“The Bank has a 401(k) plan, and in connection with the merger with Lakeland assumed the Lakeland Bancorp, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PFS is currently a Early Follower in the organic co-movement group Regional Banks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.