Wintrust Financial Stock Alpha and Beta Analysis
| WTFC Stock | USD 107.76 2.01 1.83% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Wintrust Financial. It also helps investors analyze the systematic and unsystematic risks associated with investing in Wintrust Financial over a specified time horizon. Remember, high Wintrust Financial's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Wintrust Financial's market risk premium analysis include:
Beta 1.12 | Alpha (0.19) | Risk 1.74 | Sharpe Ratio (0.18) | Expected Return (0.32) |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Wintrust |
Wintrust Financial Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Wintrust Financial market risk premium is the additional return an investor will receive from holding Wintrust Financial long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wintrust Financial. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Wintrust Financial's performance over market.| α | -0.19 | β | 1.12 |
Wintrust Financial expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Wintrust Financial's Buy-and-hold return. Our buy-and-hold chart shows how Wintrust Financial performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Wintrust Financial Market Price Analysis
Market price analysis indicators help investors to 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 market price indicators, traders can identify Wintrust Financial position entry and exit signals to maximize returns.
Wintrust Financial Return and Market Media
The median price of Wintrust Financial for the period between Sat, Dec 14, 2024 and Fri, Mar 14, 2025 is 129.07 with a coefficient of variation of 5.18. The daily time series for the period is distributed with a sample standard deviation of 6.58, arithmetic mean of 127.02, and mean deviation of 5.04. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Acquisition by Connelly Elizabeth H. of 514 shares of Wintrust Financial at 108.53 subject to Rule 16b-3 | 12/31/2024 |
2 | Wintrust Financial Corporation Announces Fourth Quarter and Year-to-Date 2024 Earnings Release ... | 01/02/2025 |
3 | Wintrust Financial Corp Q4 2024 Earnings EPS of 2. ... | 01/21/2025 |
4 | Acquisition by Jeffrey Hahnfeld of 1310 shares of Wintrust Financial at 133.62 subject to Rule 16b-3 | 01/23/2025 |
5 | LPL Financial Holdings Inc Partners with Wintrust Financial Corporation to Enhance ... | 01/28/2025 |
6 | Acquisition by David Dykstra of 12780 shares of Wintrust Financial at 133.62 subject to Rule 16b-3 | 01/31/2025 |
7 | Acquisition by Edward Wehmer of 417 shares of Wintrust Financial at 25.16 subject to Rule 16b-3 | 02/05/2025 |
8 | Wintrust Financial Corporation to Present at Raymond James 46th Annual Institutional Investors Conference | 02/20/2025 |
9 | Wintrust Financial Corporation to Present at RBC Capital Markets Global Financial Institutions ... | 02/25/2025 |
10 | Disposition of 9546 shares by Edward Wehmer of Wintrust Financial at 123.48 subject to Rule 16b-3 | 02/26/2025 |
11 | Insider Sell Jeffrey Hahnfeld Sells Shares of Wintrust Financial Corp | 02/28/2025 |
12 | Wintrust Financial Corporation to Present at RBC Capital Markets Global Financial Institutions Conference on March 4, 2025 - Barchart | 03/04/2025 |
13 | Wintrust Financial Co. Shares Sold by US Bancorp DE - MarketBeat | 03/07/2025 |
14 | Wintrust Recognized with 14 Coalition Greenwich Best Bank Awards in Middle Market Banking | 03/12/2025 |
About Wintrust Financial Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Wintrust or other stocks. Alpha measures the amount that position in Wintrust Financial has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Dividend Yield | 0.0216 | 0.0222 | 0.018 | 0.0102 | Price To Sales Ratio | 2.56 | 2.63 | 2.28 | 3.29 |
Wintrust Financial Upcoming Company Events
As portrayed in its financial statements, the presentation of Wintrust Financial's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wintrust Financial's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Wintrust Financial's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Wintrust Financial. Please utilize our Beneish M Score to check the likelihood of Wintrust Financial's management manipulating its earnings.
| 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 |
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Check out Wintrust Financial Backtesting, Wintrust Financial Valuation, Wintrust Financial Correlation, Wintrust Financial Hype Analysis, Wintrust Financial Volatility, Wintrust Financial History and analyze Wintrust Financial Performance. For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Wintrust Financial technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.