Dimensional Fund Advisors LP Sells 5,693 Shares of Wintrust Financial Corporation $WTFC

Dimensional Fund Advisors LP trimmed its stake in Wintrust Financial Corporation (NASDAQ:WTFC) by 0.2% in the first quarter, HoldingsChannel.com reports. The firm owned 2,701,984 shares of the bank’s stock after selling 5,693 shares during the period. Dimensional Fund Advisors LP’s holdings in Wintrust Financial were worth $375,390,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. F m Investments LLC boosted its position in shares of Wintrust Financial by 61.6% during the 4th quarter. F m Investments LLC now owns 70,857 shares of the bank’s stock valued at $9,907,000 after purchasing an additional 27,013 shares in the last quarter. Artemis Investment Management LLP bought a new position in shares of Wintrust Financial in the 4th quarter worth $59,287,000. Westfield Capital Management Co. LP grew its holdings in shares of Wintrust Financial by 22.5% during the fourth quarter. Westfield Capital Management Co. LP now owns 559,762 shares of the bank’s stock valued at $78,266,000 after buying an additional 102,798 shares during the last quarter. SG Americas Securities LLC boosted its stake in Wintrust Financial by 132.1% during the 4th quarter. SG Americas Securities LLC now owns 51,637 shares of the bank’s stock valued at $7,220,000 after purchasing an additional 29,386 shares during the last quarter. Finally, Horizon Investments LLC boosted its position in shares of Wintrust Financial by 79.8% during the fourth quarter. Horizon Investments LLC now owns 33,287 shares of the bank’s stock valued at $4,654,000 after buying an additional 14,776 shares during the last quarter. 93.48% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Raymond James Financial started coverage on shares of Wintrust Financial in a report on Tuesday, July 7th. They set an “outperform” rating and a $180.00 price target on the stock. Stephens assumed coverage on Wintrust Financial in a report on Friday, March 27th. They issued an “equal weight” rating and a $160.00 price objective for the company. Piper Sandler reiterated an “overweight” rating and issued a $188.00 price objective (up from $184.00) on shares of Wintrust Financial in a research note on Wednesday, April 22nd. UBS Group reiterated a “neutral” rating and set a $170.00 price target on shares of Wintrust Financial in a research report on Tuesday, July 7th. Finally, Barclays increased their price objective on Wintrust Financial from $190.00 to $192.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $174.21.

More Wintrust Financial News

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

• Positive Sentiment: Wintrust reported Q2 2026 net income of $233.7 million, or $3.30 per share, ahead of consensus estimates, with revenue also slightly above expectations.
• Positive Sentiment: Management highlighted continued earning-asset growth, deposit inflows, and stable credit trends, which support the company’s fundamental outlook.
• Neutral Sentiment: Brean Capital downgraded Wintrust Financial from buy to neutral and set a $170 price target, signaling less immediate upside enthusiasm from at least one analyst.
• Neutral Sentiment: Insider and institutional activity has been mixed overall, with some large investors adding shares while others reduced positions, offering no clear directional signal for the stock.
• Negative Sentiment: Investors seem to be weighing the fact that net interest margin slipped to 3.50% from 3.54% in the prior quarter, suggesting pressure on profitability despite the strong top-line and EPS beat.
• Negative Sentiment: The sell-off may also reflect profit-taking after a strong earnings report, as the market appears disappointed that growth did not come with improving margins.

Insider Buying and Selling at Wintrust Financial

In other news, CFO David L. Stoehr sold 3,020 shares of Wintrust Financial stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $150.45, for a total value of $454,359.00. Following the sale, the chief financial officer directly owned 13,213 shares in the company, valued at approximately $1,987,895.85. This trade represents a 18.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO David A. Dykstra sold 9,579 shares of Wintrust Financial stock in a transaction on Monday, April 27th. The shares were sold at an average price of $148.82, for a total transaction of $1,425,546.78. Following the completion of the sale, the chief operating officer owned 179,810 shares in the company, valued at approximately $26,759,324.20. This trade represents a 5.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 13,099 shares of company stock valued at $1,954,386 in the last quarter. Company insiders own 1.24% of the company’s stock.

Wintrust Financial Trading Down 2.9%

Shares of WTFC opened at $158.93 on Wednesday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.97 and a current ratio of 0.98. The firm has a market cap of $10.72 billion, a price-to-earnings ratio of 12.77 and a beta of 0.84. The firm has a 50 day moving average price of $155.70 and a 200-day moving average price of $149.20. Wintrust Financial Corporation has a fifty-two week low of $119.61 and a fifty-two week high of $167.21.

Wintrust Financial (NASDAQ:WTFC) last posted its quarterly earnings results on Monday, July 20th. The bank reported $3.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.15 by $0.15. The business had revenue of $738.63 million during the quarter, compared to analyst estimates of $735.36 million. Wintrust Financial had a net margin of 20.72% and a return on equity of 13.52%. During the same period in the prior year, the business posted $2.78 earnings per share. As a group, equities research analysts forecast that Wintrust Financial Corporation will post 13 earnings per share for the current year.

About Wintrust Financial

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.