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

Dimensional Fund Advisors LP trimmed its holdings in shares of Wintrust Financial Corporation (NASDAQ:WTFC) by 0.2% in the first quarter, according to its most recent filing with the SEC. The firm owned 2,701,984 shares of the bank’s stock after selling 5,693 shares during the period. Dimensional Fund Advisors LP owned approximately 4.01% of Wintrust Financial worth $375,390,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of the stock. Parallel Advisors LLC lifted its holdings in shares of Wintrust Financial by 7.7% during the first quarter. Parallel Advisors LLC now owns 976 shares of the bank’s stock valued at $136,000 after acquiring an additional 70 shares during the period. KBC Group NV lifted its position in shares of Wintrust Financial by 2,145.7% during the first quarter. KBC Group NV now owns 45,072 shares of the bank’s stock worth $6,262,000 after purchasing an additional 43,065 shares in the last quarter. California Public Employees Retirement System lifted its holdings in Wintrust Financial by 20.1% during the 1st quarter. California Public Employees Retirement System now owns 156,063 shares of the bank’s stock worth $21,683,000 after buying an additional 26,070 shares in the last quarter. Future Fund LLC lifted its stake in shares of Wintrust Financial by 26.8% during the first quarter. Future Fund LLC now owns 24,800 shares of the bank’s stock valued at $3,446,000 after acquiring an additional 5,248 shares during the period. Finally, Bank of New York Mellon Corp boosted its stake in shares of Wintrust Financial by 13.2% in the 1st quarter. Bank of New York Mellon Corp now owns 595,830 shares of the bank’s stock valued at $82,785,000 after purchasing an additional 69,444 shares during the last quarter. Institutional investors and hedge funds own 93.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on WTFC. Brean Capital lowered Wintrust Financial from a “buy” rating to a “neutral” rating and set a $170.00 price target on the stock. in a research report on Tuesday. TD Cowen lifted their price target on shares of Wintrust Financial from $173.00 to $176.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Barclays upped 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. Royal Bank Of Canada increased their target price on shares of Wintrust Financial from $175.00 to $185.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, Stephens assumed coverage on Wintrust Financial in a research report on Friday, March 27th. They set an “equal weight” rating and a $160.00 price target for the company. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $174.21.

Wintrust Financial Trading Down 2.9%

Shares of NASDAQ:WTFC opened at $158.93 on Wednesday. The business has a 50 day moving average of $155.70 and a 200-day moving average of $149.20. The stock has a market cap of $10.72 billion, a PE ratio of 12.77 and a beta of 0.84. Wintrust Financial Corporation has a 12-month low of $119.61 and a 12-month high of $167.21. The company has a quick ratio of 0.97, a current ratio of 0.98 and a debt-to-equity ratio of 0.62.

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

Wintrust Financial News Roundup

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 Activity at Wintrust Financial

In related news, 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 of the company’s stock, valued at $26,759,324.20. This represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO David L. Stoehr sold 3,020 shares of the stock in a transaction 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 13,099 shares of company stock worth $1,954,386. Company insiders own 1.24% of the company’s stock.

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.