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Wintrust Financial Corp. (WTFCN) Stock Fundamental Analysis & AI Rating 2026

WTFCN Nasdaq State Commercial Banks IL CIK: 0001015328
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 WTFCN Key Takeaways

Revenue: $265.6M
Net Margin: 310.1%
Free Cash Flow: $860.4M
Current Ratio: N/A
Debt/Equity: 0.11x
EPS: $11.40
AI Rating: HOLD with 65% confidence
Wintrust Financial Corp. (WTFCN) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $265.6M, net profit margin of 310.1%, and return on equity (ROE) of 11.3%, Wintrust Financial Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete WTFCN stock analysis for 2026.

Is Wintrust Financial Corp. (WTFCN) a Good Investment?

Claude

Wintrust demonstrates resilient earnings growth (+16.1% net income YoY, +10.6% EPS YoY) and strong cash generation ($860.4M FCF), supported by conservative leverage (0.11x debt/equity). However, critical financial distress signals including interest coverage of only 0.7x—indicating inability to cover interest from operating income—combined with an unexplained 92.9% revenue collapse and unrealistic profitability margins, necessitate immediate investigation before investment.

Why Buy Wintrust Financial Corp. Stock? WTFCN Key Strengths

Claude
  • + Strong free cash flow generation of $860.4M with positive operating cash flow of $910.3M
  • + Growing profitability with net income up 16.1% YoY and diluted EPS up 10.6% YoY
  • + Conservative capital structure with debt-to-equity ratio of only 0.11x and manageable long-term debt of $764.3M

WTFCN Stock Risks: Wintrust Financial Corp. Investment Risks

Claude
  • ! Critical interest coverage ratio of 0.7x indicates company cannot cover interest obligations from operating income—major financial distress signal requiring immediate clarification
  • ! Revenue collapsed 92.9% year-over-year, suggesting either severe business deterioration, significant accounting changes, or data quality errors
  • ! Reported operating margin (421%) and net margin (310%) are mathematically unrealistic and indicate potential data anomalies or accounting irregularities

Key Metrics to Watch

Claude
  • * Interest coverage ratio—must improve above 2.5x minimum threshold to indicate financial stability
  • * Revenue stabilization and quarterly trend—investigate causes of 92.9% YoY decline
  • * Operating margin normalization and validation of reported profitability metrics

Wintrust Financial Corp. (WTFCN) Financial Metrics & Key Ratios

Revenue
$265.6M
Net Income
$823.8M
EPS (Diluted)
$11.40
Free Cash Flow
$860.4M
Total Assets
$71.1B
Cash Position
$467.9M

💡 AI Analyst Insight

The 323.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

WTFCN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 421.0%
Net Margin 310.1%
ROE 11.3%
ROA 1.2%
FCF Margin 323.9%

WTFCN vs Finance Sector: How Wintrust Financial Corp. Compares

How Wintrust Financial Corp. compares to Finance sector averages

Net Margin
WTFCN 310.1%
vs
Sector Avg 25.0%
WTFCN Sector
ROE
WTFCN 11.3%
vs
Sector Avg 12.0%
WTFCN Sector
Current Ratio
WTFCN 0.0x
vs
Sector Avg 1.2x
WTFCN Sector
Debt/Equity
WTFCN 0.1x
vs
Sector Avg 2.0x
WTFCN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Wintrust Financial Corp. Stock Overvalued? WTFCN Valuation Analysis 2026

Based on fundamental analysis, Wintrust Financial Corp. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
11.3%
Sector avg: 12%
Net Profit Margin
310.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.11x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Wintrust Financial Corp. Balance Sheet: WTFCN Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.11x
Debt/Assets
89.8%
Interest Coverage
0.74x
Long-term Debt
$764.3M

WTFCN Revenue & Earnings Growth: 5-Year Financial Trend

WTFCN 5-year financial data: Year 2021: Revenue $207.2M, Net Income $355.7M, EPS $6.03. Year 2022: Revenue $217.7M, Net Income $293.0M, EPS $4.68. Year 2023: Revenue $220.4M, Net Income $466.2M, EPS $7.58. Year 2024: Revenue $250.7M, Net Income $509.7M, EPS $8.02. Year 2025: Revenue $265.6M, Net Income $622.6M, EPS $9.58.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Wintrust Financial Corp.'s revenue has grown significantly by 28% over the 5-year period, indicating strong business expansion. The most recent EPS of $9.58 reflects profitable operations.

WTFCN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
323.9%
Free cash flow / Revenue

WTFCN Quarterly Earnings & Performance

Quarterly financial performance data for Wintrust Financial Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $574.8M $164.2M $2.47
Q2 2024 $560.6M $152.4M $2.32
Q1 2024 $565.8M $180.2M $2.80
Q3 2023 $502.9M $143.0M $2.21
Q2 2023 $440.7M $94.5M $1.49
Q1 2023 $462.1M $127.4M $2.07
Q3 2022 $53.2M $109.1M $1.77
Q2 2022 $50.7M $94.5M $1.49

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Wintrust Financial Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$910.3M
Cash generated from operations
Capital Expenditures
$50.0M
Investment in assets
Dividends Paid
$169.4M
Returned to shareholders

WTFCN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Wintrust Financial Corp. (CIK: 0001015328)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 DEF 14A tm261521-1_def14a.htm View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775075727.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775075721.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775075713.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775075707.xml View →

Frequently Asked Questions about WTFCN

What is the AI rating for WTFCN?

Wintrust Financial Corp. (WTFCN) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WTFCN's key strengths?

Claude: Strong free cash flow generation of $860.4M with positive operating cash flow of $910.3M. Growing profitability with net income up 16.1% YoY and diluted EPS up 10.6% YoY.

What are the risks of investing in WTFCN?

Claude: Critical interest coverage ratio of 0.7x indicates company cannot cover interest obligations from operating income—major financial distress signal requiring immediate clarification. Revenue collapsed 92.9% year-over-year, suggesting either severe business deterioration, significant accounting changes, or data quality errors.

What is WTFCN's revenue and growth?

Wintrust Financial Corp. reported revenue of $265.6M.

Does WTFCN pay dividends?

Wintrust Financial Corp. pays dividends, with $169.4M distributed to shareholders in the trailing twelve months.

Where can I find WTFCN SEC filings?

Official SEC filings for Wintrust Financial Corp. (CIK: 0001015328) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WTFCN's EPS?

Wintrust Financial Corp. has a diluted EPS of $11.40.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WTFCN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Wintrust Financial Corp. has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WTFCN stock overvalued or undervalued?

Valuation metrics for WTFCN: ROE of 11.3% (sector avg: 12%), net margin of 310.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy WTFCN stock in 2026?

Our dual AI analysis gives Wintrust Financial Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WTFCN's free cash flow?

Wintrust Financial Corp.'s operating cash flow is $910.3M, with capital expenditures of $50.0M. FCF margin is 323.9%.

How does WTFCN compare to other Finance stocks?

Vs Finance sector averages: Net margin 310.1% (avg: 25%), ROE 11.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI