CoverageForm 410-K10-Q8-K13D13G13F

WTFC · Wintrust Financial Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · WTFC

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue------$615.73M$591.76M$604.77M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A----------
Total Operating Expenses----------
D&A----------
Operating Income$300.94M-$296.04M$267.09M$253.06M-$232.71M$211.34M$249.96M-
Interest Expense$348.54M-$396.82M$374.21M$360.49M-$406.02M$379.37M$341.32M-
Income Tax$73.55M-$79.79M$71.56M$64.02M-$62.71M$58.95M$62.66M-
Net Income$227.39M-$216.25M$195.53M$189.04M-$170.00M$152.39M$187.29M-
EPS - Basic$3.26-$2.82$2.82$2.73-$2.51$2.35$2.93-
EPS - Diluted$3.22-$2.78$2.78$2.69-$2.47$2.32$2.89-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$543.72M$467.94M$565.47M$695.56M$616.28M$458.54M$731.13M$415.52M$379.89M$423.46M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$72.16B$71.14B$69.63B$68.98B$65.87B$64.88B$63.79B$59.78B$57.58B$56.26B
Current Liabilities----------
Long-term Debt----------
Total Liabilities$64.78B$63.88B$62.58B$61.76B$59.27B$58.54B$57.39B$54.24B$52.14B$50.86B
Stockholders' Equity$7.38B$7.26B$7.05B$7.23B$6.60B$6.34B$6.40B$5.54B$5.44B$5.40B
Retained Earnings$4.72B$4.54B$4.36B$4.20B$4.05B$3.90B$3.75B$3.62B$3.50B$3.35B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$927.18M---$119.75M---$71.13M-
Investing Cash Flow($1.87B)---($973.37M)---($1.42B)-
Financing Cash Flow$1.02B---$1.01B---$1.30B-
CapEx--------$10.60M-
Free Cash Flow--------$60.53M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin------37.8%35.7%41.3%-
EBITDA margin----------
Net margin------27.6%25.8%31.0%-
Free cash flow margin--------10.0%-
FCF / Net income--------0.32-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate24.4%-27.0%26.8%25.3%-26.9%27.9%25.1%-
Return on assets0.3%-0.3%0.3%0.3%-0.3%0.3%0.3%-
Return on equity3.1%-3.1%2.7%2.9%-2.7%2.8%3.4%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage0.9x-0.7x0.7x0.7x-0.6x0.6x0.7x-
Equity multiplier9.789.809.889.559.9810.239.9710.8010.5910.42
Liabilities / Assets0.900.900.900.900.900.900.900.910.910.90
Efficiency
Asset turnover------0.010.010.01-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E43.1x-47.6x44.6x41.8x-43.9x42.5x36.1x-
P / B1.3x-1.3x1.2x1.2x-1.1x1.1x1.2x-
P / S------11.6x10.5x10.8x-
EV / EBITDA----------
Growth
Revenue growth (YoY)------7.1%5.6%6.9%-
Revenue CAGR (3y)------13.2%13.1%10.5%-
Revenue CAGR (5y)------10.1%10.2%12.0%-
Gross profit growth (YoY)----------
Operating income growth (YoY)18.9%-27.2%26.4%1.2%-3.5%-0.0%2.6%-
Net income growth (YoY)20.3%-27.2%28.3%0.9%-3.5%-1.5%3.9%-
EPS growth (YoY)19.7%-12.6%19.8%-6.9%--2.4%-2.5%3.2%-
EPS CAGR (3y)4.8%-7.9%23.1%9.1%-11.7%10.9%4.4%-
EPS CAGR (5y)4.9%-10.7%52.2%20.9%-7.9%10.9%13.7%-
FCF growth (YoY)--------2.1%-
FCF CAGR (5y)---------4.0%-
Book value growth (YoY)11.8%14.4%10.1%30.5%21.4%17.5%27.6%9.8%8.4%12.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$413.05M total
Wealth Management$147.42M · 35.7%
Asset Management Revenue$99.58M · 24.1%
Service Charges On Deposit Accounts Revenue$79.09M · 19.1%
Trust Revenue$29.06M · 7.0%
Brokerage And Insurance Product Commissions$18.78M · 4.5%
Card Related Fee Revenue$15.97M · 3.9%
Other Deposit Related Fee Revenue$15.10M · 3.7%
Administrative Services Revenue$5.30M · 1.3%
Mortgage Broker Fees$2.76M · 0.7%

Peer comparison

Same SIC group: State Commercial Banks

CompanyRevenue (last FY)Net marginROE
ASB--9.5%
CZNC$5.98M392.0%6.9%
SBSI--8.2%
CBSH--14.9%
BUSE$719.58M18.8%5.5%

Comparing WINTRUST FINANCIAL CORP against the 5 most active filers in the same SIC group.

Dividends

$2.10/share trailing 12 months · +10.5% YoY

Ex-datePer share
May 14, 2026$0.5500
Feb 5, 2026$0.5500
Nov 6, 2025$0.5000
Aug 7, 2025$0.5000
May 8, 2025$0.5000
Feb 6, 2025$0.5000
Nov 7, 2024$0.4500
Aug 8, 2024$0.4500
May 8, 2024$0.4500
Feb 7, 2024$0.4500
Nov 8, 2023$0.4000
Aug 9, 2023$0.4000
May 10, 2023$0.4000
Feb 8, 2023$0.4000
Nov 9, 2022$0.3400
Aug 10, 2022$0.3400
May 11, 2022$0.3400
Feb 9, 2022$0.3400
Nov 9, 2021$0.3100
Aug 4, 2021$0.3100
May 5, 2021$0.3100
Feb 10, 2021$0.3100
Nov 10, 2020$0.2800
Aug 5, 2020$0.2800