Wintrust Financial (WTFC)

• Market cap: $7.38B
• 1 day: 3.44%
• 5 days: 8.43%
• 1 month: -5.12%
• 3 months: -17.06%
• 6 months: -3.50%
• Year to date: -11.03%
• 1 year: 10.46%
• 5 years: 213.08%
• 10 years: 125.26%
• Sector: Financials
• Industry: Banks - Regional

About: Wintrust Financial Corp is a financial holding company that provides community-oriented, personal, and commercial banking services to customers generally located in the Chicago metropolitan area, southern Wisconsin, northwest Indiana, and western Michigan. The company provides specialty finance services, including financing for the payment of property and casualty insurance premiums and life insurance premiums, and wealth management services to customers in its market area. The company's operations consist of three primary segments: community banking, specialty finance, and wealth management. The company generates the majority of its revenue from the community banking segment.

Employees: 5,903

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

21% more capital invested

Capital invested by funds: $6.51B [Q3] → $7.86B (+$1.35B) [Q4]

13% more funds holding in top 10

Funds holding in top 10: 8 [Q3] → 9 (+1) [Q4]

6% more funds holding

Funds holding: 411 [Q3] → 436 (+25) [Q4]

4.39% more ownership

Funds ownership: 90.45% [Q3] → 94.85% (+4.39%) [Q4]

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 147

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $132 20% upside
• Avg. target: $147 33% upside
• High target: $156 41% upside

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

Stephens & Co. Terry McEvoy 29% 1-year accuracy 8 / 28 met price target	20% upside $132	Overweight Maintained	23 Apr 2025
Barclays Jared Shaw 44% 1-year accuracy 35 / 79 met price target	31% upside $145	Overweight Maintained	23 Apr 2025
RBC Capital Karl Shepard 38% 1-year accuracy 3 / 8 met price target	38% upside $152	Outperform Maintained	23 Jan 2025
Piper Sandler Nathan Race 24% 1-year accuracy 6 / 25 met price target	41% upside $156	Overweight Maintained	23 Jan 2025
Raymond James David Long 27% 1-year accuracy 4 / 15 met price target	36% upside $150	Strong Buy Reiterated	23 Jan 2025