Convergence Investment Partners LLC Acquires Shares of 11,998 Wintrust Financial Corporation $WTFC

Convergence Investment Partners LLC acquired a new stake in Wintrust Financial Corporation (NASDAQ:WTFC) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 11,998 shares of the bank’s stock, valued at approximately $1,667,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new stake in Wintrust Financial in the 4th quarter valued at $111,924,000. Wellington Management Group LLP bought a new position in Wintrust Financial during the third quarter worth $90,187,000. Artemis Investment Management LLP bought a new position in Wintrust Financial during the fourth quarter worth $59,287,000. Vaughan Nelson Investment Management L.P. acquired a new position in shares of Wintrust Financial in the first quarter valued at $34,272,000. Finally, Balyasny Asset Management L.P. increased its holdings in shares of Wintrust Financial by 491.6% in the fourth quarter. Balyasny Asset Management L.P. now owns 254,329 shares of the bank’s stock valued at $35,560,000 after purchasing an additional 211,338 shares during the last quarter. 93.48% of the stock is currently owned by institutional investors.

Trending Headlines about Wintrust Financial

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.

Wintrust Financial Stock Performance

NASDAQ:WTFC opened at $158.93 on Wednesday. The company has a market cap of $10.72 billion, a price-to-earnings ratio of 12.77 and a beta of 0.84. Wintrust Financial Corporation has a fifty-two week low of $119.61 and a fifty-two week high of $167.21. 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 stock has a fifty day moving average price of $155.70 and a 200-day moving average price of $149.20.

Wintrust Financial (NASDAQ:WTFC) last issued its quarterly earnings results on Monday, July 20th. The bank reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $3.15 by $0.15. The company had revenue of $738.63 million for the quarter, compared to analysts’ expectations of $735.36 million. Wintrust Financial had a return on equity of 13.52% and a net margin of 20.72%.During the same quarter last year, the business earned $2.78 earnings per share. As a group, equities analysts anticipate that Wintrust Financial Corporation will post 13 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Suzet M. Mckinney sold 500 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $148.96, for a total transaction of $74,480.00. Following the completion of the sale, the director owned 3,303 shares of the company’s stock, valued at approximately $492,014.88. This represents a 13.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO David A. Dykstra sold 9,579 shares of the stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $148.82, for a total transaction of $1,425,546.78. Following the sale, the chief operating officer owned 179,810 shares in the company, valued at $26,759,324.20. This represents a 5.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,099 shares of company stock worth $1,954,386 over the last ninety days. Corporate insiders own 1.24% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Brean Capital lowered shares of Wintrust Financial from a “buy” rating to a “neutral” rating and set a $170.00 price objective on the stock. in a research report on Tuesday. Citigroup downgraded shares of Wintrust Financial from a “buy” rating to a “neutral” rating in a research note on Tuesday. Royal Bank Of Canada raised their price target on shares of Wintrust Financial from $175.00 to $185.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. DA Davidson set a $185.00 price objective on shares of Wintrust Financial in a research note on Tuesday. Finally, Stephens assumed coverage on shares of Wintrust Financial in a report on Friday, March 27th. They issued an “equal weight” rating and a $160.00 price objective for the company. Nine research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $174.21.

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.