Clearbridge Investments LLC Has $122.31 Million Position in Wintrust Financial Corporation $WTFC

Posted by Stanley Muller on Jun 8th, 2026

Clearbridge Investments LLC reduced its stake in shares of Wintrust Financial Corporation (NASDAQ:WTFC – Free Report) by 3.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 874,770 shares of the bank’s stock after selling 32,713 shares during the quarter. Clearbridge Investments LLC’s holdings in Wintrust Financial were worth $122,310,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. First Trust Advisors LP grew its position in shares of Wintrust Financial by 5.4% during the 3rd quarter. First Trust Advisors LP now owns 1,992,906 shares of the bank’s stock worth $263,940,000 after buying an additional 102,833 shares during the period. Earnest Partners LLC grew its position in shares of Wintrust Financial by 0.6% during the 3rd quarter. Earnest Partners LLC now owns 1,442,018 shares of the bank’s stock worth $190,981,000 after buying an additional 8,048 shares during the period. Geode Capital Management LLC grew its position in shares of Wintrust Financial by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 1,273,042 shares of the bank’s stock worth $178,038,000 after buying an additional 16,997 shares during the period. Bank of America Corp DE grew its position in shares of Wintrust Financial by 1.4% during the 3rd quarter. Bank of America Corp DE now owns 1,071,763 shares of the bank’s stock worth $141,944,000 after buying an additional 15,044 shares during the period. Finally, Norges Bank acquired a new position in shares of Wintrust Financial during the 4th quarter worth about $111,924,000. 93.48% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Wintrust Financial news, COO David A. Dykstra sold 9,579 shares of the company’s 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 completion of the transaction, the chief operating officer owned 179,810 shares of the company’s stock, valued at $26,759,324.20. This represents a 5.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO David L. Stoehr sold 3,020 shares of the company’s 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 transaction, the chief financial officer directly owned 13,213 shares of the company’s stock, valued at approximately $1,987,895.85. This trade represents a 18.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 13,099 shares of company stock valued at $1,954,386 in the last quarter. 1.24% of the stock is currently owned by insiders.

Wintrust Financial Price Performance

Shares of WTFC opened at $152.90 on Monday. 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 50 day simple moving average of $146.87 and a 200 day simple moving average of $144.34. Wintrust Financial Corporation has a 52-week low of $116.57 and a 52-week high of $162.96. The firm has a market capitalization of $10.31 billion, a PE ratio of 12.82 and a beta of 0.85.

Wintrust Financial (NASDAQ:WTFC – Get Free Report) last released its quarterly earnings results on Monday, April 20th. The bank reported $3.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $0.26. Wintrust Financial had a return on equity of 13.15% and a net margin of 20.11%.The firm had revenue of $713.17 million during the quarter, compared to the consensus estimate of $707.23 million. During the same quarter in the prior year, the firm posted $2.69 EPS. The business’s revenue was up 10.9% on a year-over-year basis. Sell-side analysts predict that Wintrust Financial Corporation will post 13.07 EPS for the current fiscal year.

Wintrust Financial Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th were given a dividend of $0.55 per share. The ex-dividend date of this dividend was Thursday, May 14th. This represents a $2.20 dividend on an annualized basis and a yield of 1.4%. Wintrust Financial’s dividend payout ratio is 18.44%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on WTFC shares. Stephens started coverage on Wintrust Financial in a research report on Friday, March 27th. They set an “equal weight” rating and a $160.00 target price for the company. Citigroup boosted their price objective on Wintrust Financial from $178.00 to $182.00 and gave the company a “buy” rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada boosted their price objective on Wintrust Financial from $175.00 to $185.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. DA Davidson reiterated a “buy” rating and issued a $165.00 price objective on shares of Wintrust Financial in a research report on Tuesday, April 21st. Finally, Truist Financial decreased their price objective on Wintrust Financial from $170.00 to $150.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $168.92.

Check Out Our Latest Report on WTFC

About Wintrust Financial

(Free Report)

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.