Wintrust Financial Net Worth

Wintrust Financial Net Worth Breakdown

  WTFC
The net worth of Wintrust Financial is the difference between its total assets and liabilities. Wintrust Financial's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Wintrust Financial's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Wintrust Financial's net worth can be used as a measure of its financial health and stability which can help investors to decide if Wintrust Financial is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Wintrust Financial stock.

Wintrust Financial Net Worth Analysis

Wintrust Financial's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Wintrust Financial's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Wintrust Financial's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Wintrust Financial's net worth analysis. One common approach is to calculate Wintrust Financial's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Wintrust Financial's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Wintrust Financial's net worth. This approach calculates the present value of Wintrust Financial's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Wintrust Financial's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Wintrust Financial's net worth. This involves comparing Wintrust Financial's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Wintrust Financial's net worth relative to its peers.

Enterprise Value

3.18 Billion

To determine if Wintrust Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Wintrust Financial's net worth research are outlined below:
Over 93.0% of the company outstanding shares are owned by institutional investors
On 22nd of November 2024 Wintrust Financial paid $ 0.45 per share dividend to its current shareholders
Latest headline from gurufocus.com: Disposition of 327 shares by Jeffrey Hahnfeld of Wintrust Financial at 140.2 subject to Rule 16b-3

Wintrust Financial Quarterly Good Will

800.78 Million

Wintrust Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Wintrust Financial. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wintrust Financial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
17th of April 2024
Upcoming Quarterly Report
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17th of July 2024
Next Financial Report
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31st of March 2024
Next Fiscal Quarter End
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15th of January 2025
Next Fiscal Year End
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31st of December 2023
Last Quarter Report
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31st of December 2023
Last Financial Announcement
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Know Wintrust Financial's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wintrust Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wintrust Financial backward and forwards among themselves. Wintrust Financial's institutional investor refers to the entity that pools money to purchase Wintrust Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fuller & Thaler Asset Management Inc2024-09-30
1.1 M
Morgan Stanley - Brokerage Accounts2024-06-30
1.1 M
Alliancebernstein L.p.2024-06-30
M
Channing Capital Management, Llc2024-09-30
839.5 K
Federated Hermes Inc2024-09-30
821.5 K
Hhg Plc2024-06-30
803.5 K
Charles Schwab Investment Management Inc2024-09-30
802.8 K
Reinhart Mahoney Capital Management Inc2024-09-30
781.4 K
First Trust Advisors L.p.2024-06-30
734 K
Vanguard Group Inc2024-09-30
6.9 M
Blackrock Inc2024-06-30
5.7 M
Note, although Wintrust Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow Wintrust Financial's market capitalization trends

The company currently falls under 'Mid-Cap' category with a current market capitalization of 9.21 B.

Market Cap

3.81 Billion

Project Wintrust Financial's profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.12  0.06 
The company has Profit Margin (PM) of 0.28 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.41 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.41.
When accessing Wintrust Financial's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Wintrust Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Wintrust Financial's profitability and make more informed investment decisions.
Please note, the presentation of Wintrust Financial's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wintrust Financial's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Wintrust Financial's management manipulating its earnings.

Evaluate Wintrust Financial's management efficiency

Wintrust Financial has return on total asset (ROA) of 0.0106 % which means that it generated a profit of $0.0106 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1109 %, meaning that it created $0.1109 on every $100 dollars invested by stockholders. Wintrust Financial's management efficiency ratios could be used to measure how well Wintrust Financial manages its routine affairs as well as how well it operates its assets and liabilities. At present, Wintrust Financial's Return On Assets are projected to increase slightly based on the last few years of reporting. At present, Wintrust Financial's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 9.4 B, whereas Non Currrent Assets Other are projected to grow to (8.5 B).
Last ReportedProjected for Next Year
Book Value Per Share 88.30  92.72 
Tangible Book Value Per Share 77.19  81.05 
Enterprise Value Over EBITDA 3.00  2.85 
Price Book Value Ratio 1.05  1.51 
Enterprise Value Multiple 3.00  2.85 
Price Fair Value 1.05  1.51 
Enterprise ValueB3.2 B
The strategic decisions made by Wintrust Financial management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Enterprise Value Revenue
5.8716
Revenue
2.3 B
Quarterly Revenue Growth
0.069
Revenue Per Share
36.15
Return On Equity
0.1109
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wintrust Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wintrust Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wintrust Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Jeffrey Hahnfeld 3 days ago
Disposition of 158 shares by Jeffrey Hahnfeld of Wintrust Financial at 138.28 subject to Rule 16b-3
 
Teglia Karin Gustafson over two weeks ago
Disposition of 2000 shares by Teglia Karin Gustafson of Wintrust Financial subject to Rule 16b-3
 
Mckinney Suzet M over a month ago
Acquisition by Mckinney Suzet M of 448 shares of Wintrust Financial at 104. subject to Rule 16b-3
 
Smith Gregory A over a month ago
Acquisition by Smith Gregory A of 457 shares of Wintrust Financial at 98.56 subject to Rule 16b-3
 
David Stoehr over two months ago
Disposition of 758 shares by David Stoehr of Wintrust Financial at 98.99 subject to Rule 16b-3
 
Postma Richard L over three months ago
Disposition of 46355 shares by Postma Richard L of Wintrust Financial subject to Rule 16b-3
 
Kenney Brian A over three months ago
Acquisition by Kenney Brian A of 433 shares of Wintrust Financial at 104. subject to Rule 16b-3
 
Heitmann Scott K over three months ago
Acquisition by Heitmann Scott K of 261 shares of Wintrust Financial at 104. subject to Rule 16b-3
 
Edward Wehmer over six months ago
Acquisition by Edward Wehmer of 372 shares of Wintrust Financial at 96.8 subject to Rule 16b-3
 
Jeffrey Hahnfeld over six months ago
Disposition of 221 shares by Jeffrey Hahnfeld of Wintrust Financial at 100.71 subject to Rule 16b-3
 
Connelly Elizabeth H. over six months ago
Acquisition by Connelly Elizabeth H. of 572 shares of Wintrust Financial at 92.75 subject to Rule 16b-3
 
Edward Wehmer over six months ago
Disposition of 3310 shares by Edward Wehmer of Wintrust Financial at 102.84 subject to Rule 16b-3

Wintrust Financial Corporate Filings

F4
27th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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10Q
8th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
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8K
21st of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F3
2nd of August 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
Wintrust Financial time-series forecasting models is one of many Wintrust Financial's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wintrust Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Wintrust Financial Earnings per Share Projection vs Actual

Wintrust Financial Corporate Executives

Elected by the shareholders, the Wintrust Financial's board of directors comprises two types of representatives: Wintrust Financial inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Wintrust. The board's role is to monitor Wintrust Financial's management team and ensure that shareholders' interests are well served. Wintrust Financial's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Wintrust Financial's outside directors are responsible for providing unbiased perspectives on the board's policies.
Edward CPAFounder AdvisorProfile
David StoehrCFO and Executive VPProfile
David DykstraCOO and Sr. Executive VPProfile

Already Invested in Wintrust Financial?

The danger of trading Wintrust Financial is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wintrust Financial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wintrust Financial. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wintrust Financial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Wintrust Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wintrust Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wintrust Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wintrust Financial Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wintrust Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wintrust Financial. If investors know Wintrust will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wintrust Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.02)
Dividend Share
1.75
Earnings Share
9.54
Revenue Per Share
36.15
Quarterly Revenue Growth
0.069
The market value of Wintrust Financial is measured differently than its book value, which is the value of Wintrust that is recorded on the company's balance sheet. Investors also form their own opinion of Wintrust Financial's value that differs from its market value or its book value, called intrinsic value, which is Wintrust Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wintrust Financial's market value can be influenced by many factors that don't directly affect Wintrust Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wintrust Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wintrust Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wintrust Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.