Wintrust Financial (WTFC)

• Market cap: $7.41B
• 1 day: -2.11%
• 5 days: -3.29%
• 1 month: -10.45%
• 3 months: -10.41%
• 6 months: 2.70%
• Year to date: -10.12%
• 1 year: 6.77%
• 5 years: 244.44%
• 10 years: 135.20%
• Sector: Financials
• Industry: State Commercial Banks

About: Wintrust Financial Corp is a financial holding company operating in the Chicago metropolitan area and southern Wisconsin through its wholly-owned banking subsidiaries. Wintrust conducts its business through three segments: community banking, specialty finance, and wealth management. Among other services, the company provides community-oriented, personal, and commercial banking, as well as the origination and purchase of residential mortgages for sale into the secondary market. A majority of its banks are banks chartered by the state of Illinois with scores of locations. The company has historically grown through both de novo organization and acquisitions. A majority of its loan portfolio is commercial, mostly in real estate. A majority of Wintrust's net revenue is net interest income.

Employees: 5,521

Fund manager confidence

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

79% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 38

19% more capital invested

Capital invested by funds: $6.64B [Q3] → $7.86B (+$1.23B) [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] → 435 (+24) [Q4]

2.71% more ownership

Funds ownership: 92.15% [Q3] → 94.85% (+2.71%) [Q4]

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 147

Research analyst outlook

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

• Low target: $150 35% upside
• Avg. target: $153 37% upside
• High target: $156 40% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

RBC Capital Karl Shepard 0% 1-year accuracy 0 / 5 met price target	36% upside $152	Outperform Maintained	23 Jan 2025
Piper Sandler Nathan Race 56% 1-year accuracy 14 / 25 met price target	40% upside $156	Overweight Maintained	23 Jan 2025
Raymond James David Long 42% 1-year accuracy 5 / 12 met price target	35% upside $150	Strong Buy Reiterated	23 Jan 2025
Barclays Jared Shaw 56% 1-year accuracy 34 / 61 met price target	39% upside $155	Overweight Maintained	23 Jan 2025