Wintrust Financial Corporation $WTFC Shares Sold by Lightrock Netherlands B.V.

Lightrock Netherlands B.V. cut its holdings in shares of Wintrust Financial Corporation (NASDAQ:WTFC) by 8.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 177,508 shares of the bank’s stock after selling 16,350 shares during the quarter. Wintrust Financial comprises 5.2% of Lightrock Netherlands B.V.’s investment portfolio, making the stock its 3rd biggest position. Lightrock Netherlands B.V. owned about 0.27% of Wintrust Financial worth $23,509,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Root Financial Partners LLC acquired a new position in shares of Wintrust Financial during the 3rd quarter worth approximately $27,000. Advisors Asset Management Inc. purchased a new position in Wintrust Financial during the first quarter worth approximately $27,000. REAP Financial Group LLC boosted its stake in Wintrust Financial by 196.0% during the second quarter. REAP Financial Group LLC now owns 296 shares of the bank’s stock worth $37,000 after buying an additional 196 shares during the last quarter. Richardson Financial Services Inc. grew its holdings in Wintrust Financial by 75.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 312 shares of the bank’s stock valued at $41,000 after buying an additional 134 shares in the last quarter. Finally, Quent Capital LLC acquired a new stake in shares of Wintrust Financial in the 3rd quarter worth $41,000. Institutional investors and hedge funds own 93.48% of the company’s stock.

Wintrust Financial Stock Down 4.1%

Wintrust Financial stock opened at $145.99 on Friday. The company has a market capitalization of $9.78 billion, a PE ratio of 12.81 and a beta of 0.88. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.00 and a current ratio of 1.00. Wintrust Financial Corporation has a fifty-two week low of $89.10 and a fifty-two week high of $155.99. The firm has a 50 day moving average price of $140.28 and a 200 day moving average price of $134.29.

Wintrust Financial (NASDAQ:WTFC) last released its quarterly earnings results on Tuesday, January 20th. The bank reported $3.15 EPS for the quarter, topping the consensus estimate of $2.93 by $0.22. Wintrust Financial had a return on equity of 12.95% and a net margin of 19.48%.The business had revenue of $586.67 million during the quarter, compared to analyst estimates of $700.85 million. During the same period last year, the business posted $2.63 earnings per share. Research analysts expect that Wintrust Financial Corporation will post 10.36 earnings per share for the current year.

Wintrust Financial Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Thursday, February 5th will be given a $0.55 dividend. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $2.20 annualized dividend and a yield of 1.5%. This is an increase from Wintrust Financial’s previous quarterly dividend of $0.50. Wintrust Financial’s dividend payout ratio is presently 19.30%.

Analyst Ratings Changes

A number of brokerages recently issued reports on WTFC. Royal Bank Of Canada upped their price objective on shares of Wintrust Financial from $160.00 to $175.00 and gave the company an “outperform” rating in a report on Thursday. Jefferies Financial Group dropped their price target on shares of Wintrust Financial from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, October 21st. Truist Financial lifted their price target on shares of Wintrust Financial from $151.00 to $158.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. TD Cowen increased their price objective on Wintrust Financial from $170.00 to $177.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Citigroup lifted their target price on Wintrust Financial from $167.00 to $178.00 and gave the company a “buy” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $163.42.

More Wintrust Financial News

Here are the key news stories impacting Wintrust Financial this week:

• Positive Sentiment: Q4 earnings beat and record profit: WTFC reported EPS of $3.15, topping estimates, and published commentary highlighting record net income and solid credit metrics—this is the core reason shares rallied earlier in the week. Q4 Earnings Highlights
• Positive Sentiment: Dividend increase: the board approved a 10% raise to a $0.55 quarterly dividend (payable Feb 19; record Feb 5), signaling confidence in cash flow and supporting income-focused investor demand. Dividend Announcement
• Positive Sentiment: Analysts lifted targets: multiple firms raised price targets and maintained buy ratings (TD Cowen to $177, DA Davidson to $172), reflecting the stronger-than-expected results and improving outlook for loan growth. Analyst Target Increases
• Neutral Sentiment: Management outlook: Wintrust is targeting mid‑ to high‑single‑digit loan growth for 2026 while aiming to keep margins stable—positive for medium-term revenue but reliant on execution and rate/macro conditions. Outlook Coverage
• Neutral Sentiment: Technical/market context: WTFC reached a 12‑month high after the earnings beat, which can concentrate short‑term trading and volatility as investors rotate profits. 12‑Month High Note
• Negative Sentiment: Top-line miss/dispersion in metrics: while EPS beat, reported revenue was lower than some street estimates, creating mixed interpretation of the quarter and giving traders a reason to sell into strength. Higher trading volume today suggests profit‑taking after the run‑up. Analyst Commentary

Wintrust Financial Profile

Wintrust Financial Corporation is a Chicago‐area bank holding company headquartered in Rosemont, Illinois. Through its primary subsidiary, Wintrust Bank, the company operates a network of community banks serving metropolitan Chicago and select markets in southeastern Wisconsin. These locally branded banks provide personalized commercial and consumer banking solutions tailored to small and mid‐size businesses, professionals, and individual clients.

The firm’s core offerings include deposit products, commercial and residential lending, treasury management, and mortgage banking services.