Bank of New York Mellon Corp Grows Stock Position in Wintrust Financial Corporation $WTFC

Bank of New York Mellon Corp grew its stake in Wintrust Financial Corporation (NASDAQ:WTFC) by 13.2% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 595,830 shares of the bank’s stock after purchasing an additional 69,444 shares during the period. Bank of New York Mellon Corp’s holdings in Wintrust Financial were worth $82,785,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Illinois Municipal Retirement Fund acquired a new stake in Wintrust Financial during the first quarter worth about $908,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new stake in Wintrust Financial in the 1st quarter worth approximately $261,000. State of Michigan Retirement System boosted its position in Wintrust Financial by 1.9% in the 1st quarter. State of Michigan Retirement System now owns 16,163 shares of the bank’s stock worth $2,246,000 after purchasing an additional 300 shares in the last quarter. Chicago Partners Investment Group LLC grew its stake in shares of Wintrust Financial by 91.2% during the 1st quarter. Chicago Partners Investment Group LLC now owns 2,688 shares of the bank’s stock worth $398,000 after purchasing an additional 1,282 shares during the period. Finally, Teachers Retirement System of The State of Kentucky increased its holdings in shares of Wintrust Financial by 11.5% during the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 20,395 shares of the bank’s stock valued at $2,833,000 after purchasing an additional 2,100 shares in the last quarter. Hedge funds and other institutional investors own 93.48% of the company’s stock.

Wintrust Financial Stock Performance

Shares of NASDAQ:WTFC opened at $158.93 on Wednesday. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.98 and a quick ratio of 0.97. Wintrust Financial Corporation has a 1 year low of $119.61 and a 1 year high of $167.21. The firm has a market capitalization of $10.72 billion, a PE ratio of 12.77 and a beta of 0.84. The business’s 50 day moving average price is $155.70 and its 200-day moving average price is $149.20.

Wintrust Financial (NASDAQ:WTFC) last posted its quarterly earnings data on Monday, July 20th. The bank reported $3.30 EPS for the quarter, beating the consensus estimate of $3.15 by $0.15. The firm had revenue of $738.63 million during the quarter, compared to the consensus estimate 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 company earned $2.78 EPS. As a group, equities research analysts expect that Wintrust Financial Corporation will post 13 earnings per share for the current fiscal year.

Wintrust Financial News Summary

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.

Wall Street Analyst Weigh In

Several analysts recently commented on WTFC shares. Truist Financial raised their price target on shares of Wintrust Financial from $170.00 to $183.00 and gave the company a “buy” rating in a research report on Friday, July 10th. DA Davidson set a $185.00 price objective on shares of Wintrust Financial in a research report on Tuesday. TD Cowen increased their target price on shares of Wintrust Financial from $173.00 to $176.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Stephens began coverage on Wintrust Financial in a research report on Friday, March 27th. They set an “equal weight” rating and a $160.00 target price on the stock. Finally, Raymond James Financial started coverage on Wintrust Financial in a research note on Tuesday, July 7th. They issued an “outperform” rating and a $180.00 price target for the company. Nine analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $174.21.

Insider Activity

In related news, COO David A. Dykstra sold 9,579 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at approximately $26,759,324.20. This represents a 5.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO David L. Stoehr sold 3,020 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $150.45, for a total transaction of $454,359.00. Following the completion of the sale, the chief financial officer owned 13,213 shares of the company’s stock, valued at approximately $1,987,895.85. The trade was a 18.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 13,099 shares of company stock worth $1,954,386 over the last three months. Insiders own 1.24% of the company’s stock.

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.