Wintrust Financial Stock Analysis
WTFC Stock | USD 114.04 0.14 0.12% |
Wintrust Financial is undervalued with Real Value of 131.56 and Target Price of 144.77. The main objective of Wintrust Financial stock analysis is to determine its intrinsic value, which is an estimate of what Wintrust Financial is worth, separate from its market price. There are two main types of Wintrust Financial's stock analysis: fundamental analysis and technical analysis.
The Wintrust Financial stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Wintrust Financial's ongoing operational relationships across important fundamental and technical indicators.
Wintrust |
Wintrust Stock Analysis Notes
About 96.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.26. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wintrust Financial recorded earning per share (EPS) of 10.32. The entity last dividend was issued on the 6th of February 2025. The firm had 3:2 split on the 15th of March 2002. Wintrust Financial Corporation operates as a financial holding company. Wintrust Financial Corporation was founded in 1991 and is headquartered in Rosemont, Illinois. Wintrust Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 52 people. For more information please call Edward Wehmer at (847) 939-9000 or visit https://www.wintrust.com.Wintrust Financial Quarterly Total Revenue |
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Wintrust Financial Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Wintrust Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Wintrust Financial or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Wintrust Financial generated a negative expected return over the last 90 days | |
Wintrust Financial has a poor financial position based on the latest SEC disclosures | |
Over 96.0% of the company outstanding shares are owned by institutional investors | |
Latest headline from news.google.com: Royce Associates LP Sells 22,842 Shares of Wintrust Financial Co. - MarketBeat |
Wintrust Financial Upcoming and Recent Events
Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wintrust Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
17th of April 2024 Upcoming Quarterly Report | View | |
17th of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
15th of January 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
Wintrust Largest EPS Surprises
Earnings surprises can significantly impact Wintrust Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
1998-04-21 | 1998-03-31 | 0.09 | 0.08 | -0.01 | 11 | ||
2001-10-16 | 2001-09-30 | 0.3 | 0.33 | 0.03 | 10 | ||
2001-04-20 | 2001-03-31 | 0.28 | 0.31 | 0.03 | 10 |
Wintrust Financial Environmental, Social, and Governance (ESG) Scores
Wintrust Financial's ESG score is a quantitative measure that evaluates Wintrust Financial's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Wintrust Financial's operations that may have significant financial implications and affect Wintrust Financial's stock price as well as guide investors towards more socially responsible investments.
Wintrust Stock Institutional Investors
Shares | Amvescap Plc. | 2024-12-31 | 1.1 M | Jpmorgan Chase & Co | 2024-12-31 | 1.1 M | Alliancebernstein L.p. | 2024-12-31 | 1 M | Victory Capital Management Inc. | 2024-12-31 | 938.5 K | Bank Of America Corp | 2024-12-31 | 897.9 K | Clearbridge Advisors, Llc | 2024-12-31 | 865.4 K | Charles Schwab Investment Management Inc | 2024-12-31 | 800.7 K | Channing Capital Management, Llc | 2024-12-31 | 797.3 K | Federated Hermes Inc | 2024-12-31 | 775.2 K | Vanguard Group Inc | 2024-12-31 | 6.9 M | Blackrock Inc | 2024-12-31 | 6.2 M |
Wintrust Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 7.6 B.Wintrust Profitablity
The company has Profit Margin (PM) of 0.3 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.43 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.43.Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.11 | 0.07 |
Management Efficiency
Wintrust Financial has return on total asset (ROA) of 0.0115 % which means that it generated a profit of $0.0115 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1184 %, meaning that it created $0.1184 on every $100 dollars invested by stockholders. Wintrust Financial's management efficiency ratios could be used to measure how well Wintrust Financial manages its routine affairs as well as how well it operates its assets and liabilities. As of March 20, 2025, Return On Tangible Assets is expected to decline to 0.01. In addition to that, Return On Capital Employed is expected to decline to 0.0009. At present, Wintrust Financial's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 52.9 B, whereas Non Current Assets Total are forecasted to decline to about 1.6 B.Last Reported | Projected for Next Year | ||
Book Value Per Share | 99.62 | 104.60 | |
Tangible Book Value Per Share | 85.20 | 89.46 | |
Enterprise Value Over EBITDA | 179.79 | 188.78 | |
Price Book Value Ratio | 1.25 | 1.51 | |
Enterprise Value Multiple | 179.79 | 188.78 | |
Price Fair Value | 1.25 | 1.51 | |
Enterprise Value | 3 B | 3.2 B |
The strategic decisions made by Wintrust Financial management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Technical Drivers
As of the 20th of March, Wintrust Financial maintains the Standard Deviation of 1.73, mean deviation of 1.32, and Market Risk Adjusted Performance of (0.19). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wintrust Financial, as well as the relationship between them.Wintrust Financial Price Movement Analysis
The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Wintrust Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Wintrust Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Wintrust Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wintrust Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wintrust Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wintrust Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wintrust Financial Outstanding Bonds
Wintrust Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wintrust Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wintrust bonds can be classified according to their maturity, which is the date when Wintrust Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Wintrust Financial Predictive Daily Indicators
Wintrust Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wintrust Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Accumulation Distribution | 14841.95 | |||
Daily Balance Of Power | 0.0491 | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 114.15 | |||
Day Typical Price | 114.11 | |||
Price Action Indicator | (0.04) | |||
Period Momentum Indicator | 0.14 | |||
Relative Strength Index | 35.86 |
Wintrust Financial Corporate Filings
F4 | 5th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 28th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 24th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 7th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 29th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 27th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 21st of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 3rd of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Wintrust Financial Forecast Models
Wintrust Financial's time-series forecasting models are one of many Wintrust Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wintrust Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Wintrust Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Wintrust Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wintrust shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Wintrust Financial. By using and applying Wintrust Stock analysis, traders can create a robust methodology for identifying Wintrust entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.27 | 0.20 | |
Operating Profit Margin | 0.02 | 0.02 | |
Net Profit Margin | 0.20 | 0.14 | |
Gross Profit Margin | 0.90 | 0.78 |
Current Wintrust Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Wintrust analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Wintrust analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
144.77 | Strong Buy | 13 | Odds |
Most Wintrust analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Wintrust stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Wintrust Financial, talking to its executives and customers, or listening to Wintrust conference calls.
Wintrust Stock Analysis Indicators
Wintrust Financial stock analysis indicators help investors evaluate how Wintrust Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Wintrust Financial shares will generate the highest return on investment. By understating and applying Wintrust Financial stock analysis, traders can identify Wintrust Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow | 423.5 M | |
Long Term Debt | 4.2 B | |
Common Stock Shares Outstanding | 65.9 M | |
Total Stockholder Equity | 6.3 B | |
Tax Provision | 252 M | |
Quarterly Earnings Growth Y O Y | 0.41 | |
Property Plant And Equipment Net | 779.1 M | |
Cash And Short Term Investments | 4.6 B | |
Cash | 452 M | |
Net Debt | -452 M | |
50 Day M A | 125.0404 | |
Other Operating Expenses | 3.4 B | |
Non Current Assets Total | 1.7 B | |
Forward Price Earnings | 10.8814 | |
Stock Based Compensation | 38.1 M |
Complementary Tools for Wintrust Stock analysis
When running Wintrust Financial's price analysis, check to measure Wintrust Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wintrust Financial is operating at the current time. Most of Wintrust Financial's value examination focuses on studying past and present price action to predict the probability of Wintrust Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wintrust Financial's price. Additionally, you may evaluate how the addition of Wintrust Financial to your portfolios can decrease your overall portfolio volatility.
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