Wintrust Financial (WTFC)

• Market cap: $8.23B
• 1 day: -3.90%
• 5 days: -4.78%
• 1 month: -9.58%
• 3 months: -7.36%
• 6 months: 21.10%
• Year to date: -0.17%
• 1 year: 28.37%
• 5 years: 93.92%
• 10 years: 159.38%
• 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)

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $6.64B [Q3] → $7.85B (+$1.21B) [Q4]

13% more funds holding in top 10

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

4% more funds holding

Funds holding: 410 [Q3] → 425 (+15) [Q4]

2.47% more ownership

Funds ownership: 92.16% [Q3] → 94.62% (+2.47%) [Q4]

10% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 145

Research analyst outlook

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

• Low target: $150 21% upside
• Avg. target: $154 24% upside
• High target: $157 27% upside

5 analyst ratings

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

RBC Capital Karl Shepard 20% 1-year accuracy 1 / 5 met price target	23% upside $152	Outperform Maintained	23 Jan 2025
Piper Sandler Nathan Race 81% 1-year accuracy 21 / 26 met price target	26% upside $156	Overweight Maintained	23 Jan 2025
Raymond James David Long 75% 1-year accuracy 9 / 12 met price target	21% upside $150	Strong Buy Reiterated	23 Jan 2025
Barclays Jared Shaw 64% 1-year accuracy 45 / 70 met price target	25% upside $155	Overweight Maintained	23 Jan 2025
UBS Nicholas Holowko 75% 1-year accuracy 6 / 8 met price target	27% upside $157	Buy Assumed	17 Dec 2024