Western Alliance Bancorporation (NYSE:WAL) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Western Alliance Bancorporation (NYSE:WAL) had its target price increased by equities research analysts at Keefe, Bruyette & Woods from $98.00 to $101.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has an “outperform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price target would suggest a potential upside of 13.50% from the stock’s current price.

Several other equities analysts have also recently commented on the stock. Wall Street Zen raised shares of Western Alliance Bancorporation from a “sell” rating to a “hold” rating in a research report on Saturday, October 25th. TD Cowen reduced their price objective on shares of Western Alliance Bancorporation from $109.00 to $108.00 and set a “buy” rating for the company in a research report on Wednesday, January 7th. JPMorgan Chase & Co. downgraded Western Alliance Bancorporation from an “overweight” rating to a “neutral” rating and set a $105.00 price target on the stock. in a research note on Wednesday. Royal Bank Of Canada increased their price target on shares of Western Alliance Bancorporation from $93.00 to $100.00 and gave the stock an “outperform” rating in a research note on Friday, October 10th. Finally, Industrial Alliance Securities set a $101.00 price objective on shares of Western Alliance Bancorporation in a research note on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $102.13.

Western Alliance Bancorporation Price Performance

Shares of Western Alliance Bancorporation stock traded down $0.46 on Wednesday, hitting $88.99. 150,653 shares of the company were exchanged, compared to its average volume of 854,677. Western Alliance Bancorporation has a 1-year low of $57.05 and a 1-year high of $93.81. The stock has a market capitalization of $9.79 billion, a price-to-earnings ratio of 10.96, a price-to-earnings-growth ratio of 0.54 and a beta of 1.34. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 0.61. The company has a 50-day moving average price of $85.56 and a 200 day moving average price of $83.67.

Western Alliance Bancorporation (NYSE:WAL) last released its quarterly earnings data on Monday, January 26th. The financial services provider reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.19. Western Alliance Bancorporation had a return on equity of 12.93% and a net margin of 17.14%.The firm had revenue of $913.50 million for the quarter, compared to analysts’ expectations of $912.69 million. During the same period in the prior year, the firm posted $1.95 earnings per share. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. As a group, sell-side analysts predict that Western Alliance Bancorporation will post 9.05 earnings per share for the current fiscal year.

Insider Activity

In related news, CFO Dale Gibbons acquired 4,000 shares of Western Alliance Bancorporation stock in a transaction dated Thursday, October 30th. The stock was acquired at an average cost of $77.00 per share, with a total value of $308,000.00. Following the purchase, the chief financial officer directly owned 300,358 shares in the company, valued at $23,127,566. The trade was a 1.35% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 2.75% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Western Alliance Bancorporation

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Ritholtz Wealth Management grew its holdings in shares of Western Alliance Bancorporation by 4.6% during the fourth quarter. Ritholtz Wealth Management now owns 3,030 shares of the financial services provider’s stock valued at $255,000 after buying an additional 133 shares in the last quarter. Silver Oak Securities Incorporated grew its stake in Western Alliance Bancorporation by 1.0% during the 3rd quarter. Silver Oak Securities Incorporated now owns 14,318 shares of the financial services provider’s stock valued at $1,242,000 after acquiring an additional 138 shares in the last quarter. EJF Capital LLC increased its holdings in shares of Western Alliance Bancorporation by 2.5% in the 2nd quarter. EJF Capital LLC now owns 6,223 shares of the financial services provider’s stock valued at $485,000 after purchasing an additional 149 shares during the period. Salzhauer Michael increased its holdings in shares of Western Alliance Bancorporation by 0.3% in the 3rd quarter. Salzhauer Michael now owns 44,815 shares of the financial services provider’s stock valued at $3,886,000 after purchasing an additional 152 shares during the period. Finally, GAMMA Investing LLC lifted its position in shares of Western Alliance Bancorporation by 6.1% in the fourth quarter. GAMMA Investing LLC now owns 2,732 shares of the financial services provider’s stock worth $230,000 after purchasing an additional 158 shares in the last quarter. 79.15% of the stock is currently owned by hedge funds and other institutional investors.

Western Alliance Bancorporation News Roundup

Here are the key news stories impacting Western Alliance Bancorporation this week:

• Positive Sentiment: WAL reported Q4 results that topped estimates — $2.59 EPS vs. $2.40 expected and revenue of $913.5M (up 17% YoY); the quarter showed healthy margins and ROE, supporting fundamentals and near-term earnings momentum. Western Alliance Q4 Press Release / Slide Deck
• Positive Sentiment: Analyst and media coverage highlighted the quarter as evidence of building growth momentum; Seeking Alpha published an “upgrade” view noting solid Q4 performance and improving trends that could support higher earnings trajectories. Seeking Alpha Upgrade
• Neutral Sentiment: The company posted its full earnings release and slide deck (Business Wire / investor materials) and held the conference call; these documents provide management commentary on loan growth, deposit trends and capital that investors will parse for forward guidance. Business Wire: Q4 & Full-Year 2025 Results
• Neutral Sentiment: Full Q4 2025 earnings call transcript and presentation are available for investors seeking detail on credit quality, deposit behavior and net interest income outlook — items that will influence forward multiple and stress-test assumptions. Earnings Call Transcript Q4 Presentation
• Neutral Sentiment: Commentary pieces (e.g., Yahoo Finance) are questioning whether WAL’s current pricing reflects longer-term returns and the resilience of regional banks — useful context for valuation debates but not a direct catalyst. Yahoo Finance: Pricing / Regional Bank Resilience
• Negative Sentiment: JPMorgan lowered WAL from “overweight” to “neutral” while keeping a $105 price target — the downgrade removes some buy-side conviction despite the target implying upside, and likely contributed to selling/short-term pressure.

Western Alliance Bancorporation Company Profile

Western Alliance Bancorporation is a bank holding company headquartered in Phoenix, Arizona. Through its principal subsidiary, Western Alliance Bank, the company provides a range of banking services to commercial clients, entrepreneurs and real estate developers. As one of the largest regional banks in the western United States, it focuses on relationship-driven banking solutions tailored to niche industries and growing businesses.

The company’s core offerings include deposit products, treasury management and a variety of lending services.