WBS Stock Analysis: Webster Financial | NYSE

Banks - Regional | NYSE, USA | Market Cap: 12.416m USD | 12M Return: 32.5% | Charts, Fundamentals & Technical Analysis

Commercial Banking, Consumer Banking, Mortgages, Wealth Management
Total Rating 39
Safety 33
Buy Signal 0.48
Banks - Regional
Industry Rotation: -5.9
Market Cap: 12.4B
Avg Turnover: 265M
Risk 3d forecast
Volatility28.9%
VaR 5th Pctl4.51%
VaR vs Median-4.74%
Reward TTM
Sharpe Ratio1.09
Rel. Str. IBD75
Rel. Str. Peer Group51.2
Character TTM
Beta1.244
Beta Downside1.328
Hurst Exponent0.521
Drawdowns 3y
Max DD33.08%
CAGR/Max DD0.65
CAGR/Mean DD2.49
EPS (Earnings per Share) EPS (Earnings per Share) of WBS over the last years for every Quarter: "2021-06": 1.21, "2021-09": 1.08, "2021-12": 1.31, "2022-03": 1.24, "2022-06": 1.29, "2022-09": 1.46, "2022-12": 1.6, "2023-03": 1.49, "2023-06": 1.5, "2023-09": 1.55, "2023-12": 1.46, "2024-03": 1.35, "2024-06": 1.26, "2024-09": 1.34, "2024-12": 1.43, "2025-03": 1.3, "2025-06": 1.52, "2025-09": 1.54, "2025-12": 1.59, "2026-03": 1.57, "2026-06": 1.6,
EPS CAGR: 1.34%
EPS Trend: 20.7%
Last SUE: -0.14
Qual. Beats: 0
Revenue Revenue of WBS over the last years for every Quarter: 2021-06: 304.26, 2021-09: 323.467, 2021-12: 324.922, 2022-03: 513.863, 2022-06: 634.68, 2022-09: 728.657, 2022-12: 842.74, 2023-03: 901.694, 2023-06: 1022.77, 2023-09: 1021.171, 2023-12: 996.962, 2024-03: 1051.203, 2024-06: 1018.584, 2024-09: 1061.804, 2024-12: 1047.594, 2025-03: 1066.093, 2025-06: 1095.244, 2025-09: 1129.208, 2025-12: 1132.482, 2026-03: 994.279, 2026-06: 1120.623,
Rev. CAGR: 4.90%
Rev. Trend: 94.4%
Last SUE: 0.70
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.2% 2
Feb +1.0% 16
Mar -8.9% 48
Apr -4.6% 33
May -1.6% 14
Jun +0.1% 2
Jul +3.6% 12
Aug -0.9% 23
Sep -2.5% 40
Oct -1.2% 9
Nov +4.7% 34
Dec +0.2% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: WBS Webster Financial

Webster Financial Corporation (WBS) is a U.S. regional bank holding company headquartered in Stamford, Connecticut, founded in 1870. Through its primary subsidiary, Webster Bank, National Association, the company provides consumer and commercial banking, lending, and wealth management services across three operating segments: Commercial Banking, Healthcare Financial Services, and Consumer Banking.

The banks product offering spans deposit accounts, mortgages, home equity loans, business and commercial lending, credit cards, treasury management, and digital banking services. Webster also offers insurance, retirement planning, and private banking solutions, positioning it as a full-service regional financial institution serving businesses, individuals, and families in the Northeast.

Headlines to Watch Out For
  • Net interest margin pressured by rising deposit costs
  • Healthcare Financial Services segment drives deposit and fee growth
  • Commercial real estate exposure raises credit loss provisions
Piotroski VR-10 (Strict) 4.0
Net Income: 1.02b TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.09 > 1.0
NWC/Revenue: -1.08k% < 20% (prev -1.54k%; Δ 465.4% < -1%)
CFO/TA 0.01 > 3% & CFO 1.25b > Net Income 1.02b
Net Debt (-16.4b) to EBITDA (1.31b): -12.55 < 3
Current Ratio: 0.33 > 1.5 & < 3
Outstanding Shares: last quarter (160.2m) vs 12m ago -3.58% < -2%
Gross Margin: 62.51% > 18% (prev 58.25%; Δ 4.26% > 0.5%)
Asset Turnover: 5.21% > 50% (prev 5.21%; Δ 0.00% > 0%)
Interest Coverage Ratio: 0.77 > 6 (EBIT TTM 1.18b / Interest Expense TTM 1.52b)
Altman Z'' -3.20
A: -0.55 (Total Current Assets 23.3b - Total Current Liabilities 70.4b) / Total Assets 85.9b
B: 0.05 (Retained Earnings 4.48b / Total Assets 85.9b)
C: 0.01 (EBIT TTM 1.18b / Avg Total Assets 83.9b)
D: 0.13 (Book Value of Equity 9.76b / Total Liabilities 76.2b)
Altman-Z'' = -3.20 = D
Beneish M -2.53
DSRI: 1.82 (Receivables 2.24b/1.20b, Revenue 4.38b/4.27b)
GMI: 0.93 (GM 58.25% / 62.51%)
AQI: 0.77 (AQ_t 0.72 / AQ_t-1 0.94)
SGI: 1.02 (Revenue 4.38b / 4.27b)
TATA: -0.00 (NI 1.02b - CFO 1.25b) / TA 85.9b)
Beneish M = -2.53 (Cap -4..+1) = A
What is the price of WBS shares?

As of July 28, 2026, the stock is trading at USD 76.95 with a total of 6,762,752 shares traded. Over the past week, the price has changed by +2.12%, over one month by +1.22%, over three months by +7.70% and over the past year by +32.53%.

Current recommended Stop Loss: 74.70 (which is 2.9% or 2.7 ATR below the current price).

Is WBS a buy, sell or hold?

Webster Financial has received a consensus analysts rating of 3.07. Therefore, it is recommended to hold WBS.

  • StrongBuy: 1
  • Buy: 1
  • Hold: 11
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the WBS price?
Analysts Target Price 75.3 -2.2%
Webster Financial (WBS) - Fundamental Data Overview as of 24 July 2026
Market Cap USD = 12.4b (12.4b USD * 1.0 USD.USD)
P/E Trailing = 12.5623
P/E Forward = 11.6822
P/S = 4.5477
P/B = 1.3268
P/EG = 1.7275
Revenue TTM = 4.38b USD
EBIT TTM = 1.18b USD
EBITDA TTM = 1.31b USD
Long Term Debt = 739.5m USD (from longTermDebt, last fiscal year)
Short Term Debt = 73.4m USD (from shortTermDebt, last quarter)
Debt = 4.58b USD (from shortLongTermDebtTotal, last quarter) + Leases 106.9m
Net Debt = -16.4b USD (calculated: Debt 4.58b - CCE 21.0b)
Enterprise Value = 12.4b USD (floored to Market Cap, CCE > MCap+Debt)
Interest Coverage Ratio = 0.77 (Ebit TTM 1.18b / Interest Expense TTM 1.52b)
EV/FCF = 10.34x (Enterprise Value 12.4b / FCF TTM 1.20b)
FCF Yield = 9.67% (FCF TTM 1.20b / Enterprise Value 12.4b)
FCF Margin = 27.42% (FCF TTM 1.20b / Revenue TTM 4.38b)
Net Margin = 23.31% (Net Income TTM 1.02b / Revenue TTM 4.38b)
Gross Margin = 62.51% ((Revenue TTM 4.38b - Cost of Revenue TTM 1.64b) / Revenue TTM)
Gross Margin QoQ = 63.22% (prev 63.81%)
Tobins Q-Ratio = 0.14 (Enterprise Value 12.4b / Total Assets 85.9b)
Interest Expense / Debt = 33.26% (Interest Expense 1.52b / Debt 4.58b)
Taxrate = 20.26% (259.1m / 1.28b)
NOPAT = 939.1m (EBIT 1.18b * (1 - 20.26%))
Current Ratio = 0.33 (Total Current Assets 23.3b / Total Current Liabilities 70.4b)
Debt / Equity = 0.47 (Debt 4.58b / totalStockholderEquity, last quarter 9.76b)
Debt / EBITDA = -12.55 (Net Debt -16.4b / EBITDA 1.31b)
Debt / FCF = -13.69 (Net Debt -16.4b / FCF TTM 1.20b)
Total Stockholder Equity = 9.57b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.22% (Net Income 1.02b / Total Assets 85.9b)
RoE = 10.66% (Net Income TTM 1.02b / Total Stockholder Equity 9.57b)
RoCE = 11.42% (EBIT 1.18b / Capital Employed (Equity 9.57b + L.T.Debt 739.5m))
RoIC = 6.08% (NOPAT 939.1m / Invested Capital 15.4b)
WACC = 14.72% (E(12.4b)/V(17.0b) * Re(10.36%) + D(4.58b)/V(17.0b) * Rd(33.26%) * (1-Tc(0.20)))
Discount Rate = 10.36% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -93.97 | Cagr: -2.79%
[DCF] Terminal Value 56.23% ; FCFF base≈1.21b ; Y1≈1.20b ; Y5≈1.24b
[DCF] Fair Price = 159.0 (EV 9.32b - Net Debt -16.4b = Equity 25.8b / Shares 162.0m; r=14.72% [WACC]; 5y FCF grow -1.33% → 2.50% )
EPS Correlation: 20.73 | EPS CAGR: 1.34% | SUE: -0.14 | # QB: 0
Revenue Correlation: 94.42 | Revenue CAGR: 4.90% | SUE: 0.70 | # QB: 0
EPS current Quarter (2026-09-30): EPS=1.63 | Chg30d=-3.01% | Revisions=+25% | Analysts=2
EPS current Year (2026-12-31): EPS=6.47 | Chg30d=-1.44% | Revisions=+40% | GrowthEPS=+8.9% | GrowthRev=+3.5%
EPS next Year (2027-12-31): EPS=7.30 | Chg30d=-0.35% | Revisions=+40% | GrowthEPS=+12.9% | GrowthRev=+7.4%
[Analyst] Revisions Ratio: +62% (up=5, down=0)