(WBS) Webster Financial - Overview

Sector: Financial Services | Industry: Banks - Regional | Exchange: NYSE (USA) | Market Cap: 11.844m USD | Total Return: 43.5% in 12m

Commercial Loans, Deposits, Health Savings, Mortgages, Wealth Management
Total Rating 45
Safety 34
Buy Signal -0.64
Banks - Regional
Industry Rotation: +1.2
Market Cap: 11.8B
Avg Turnover: 195M
Risk 3d forecast
Volatility31.0%
VaR 5th Pctl4.80%
VaR vs Median-6.18%
Reward TTM
Sharpe Ratio1.45
Rel. Str. IBD65.9
Rel. Str. Peer Group71.8
Character TTM
Beta1.281
Beta Downside1.444
Hurst Exponent0.475
Drawdowns 3y
Max DD33.08%
CAGR/Max DD0.91
CAGR/Mean DD3.43
EPS (Earnings per Share) EPS (Earnings per Share) of WBS over the last years for every Quarter: "2021-03": 1.25, "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,
EPS CAGR: -0.87%
EPS Trend: -14.8%
Last SUE: 0.54
Qual. Beats: 0
Revenue Revenue of WBS over the last years for every Quarter: 2021-03: 312.331, 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,
Rev. CAGR: 6.90%
Rev. Trend: 90.8%
Last SUE: 0.51
Qual. Beats: 0

Warnings

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: WBS Webster Financial

Webster Financial Corporation (NYSE: WBS) is a bank holding company headquartered in Stamford, Connecticut, operating primarily through its subsidiary, Webster Bank. The firm manages three distinct segments: Commercial Banking, Healthcare Financial Services, and Consumer Banking. Its service suite encompasses traditional deposit products, residential and commercial lending, wealth management, and treasury services for diverse client bases.

As a regional bank, Webster Financial generates the majority of its revenue through net interest income, which is the spread between interest earned on loans and interest paid on deposits. The company’s specialized Healthcare Financial Services segment focuses on Health Savings Accounts (HSAs), a high-growth niche within the banking sector that provides stable, low-cost deposit funding compared to traditional retail accounts.

Investors can evaluate the firms valuation metrics and historical performance trends further on ValueRay.

Headlines to Watch Out For
  • Net interest margin sensitivity to Federal Reserve interest rate policy shifts
  • HSA Bank deposit growth drives low-cost funding and fee revenue stability
  • Commercial real estate loan portfolio quality impacts credit loss provision levels
  • Integration of recent acquisitions determines operational efficiency and expense ratios
  • Regional economic health in the Northeast dictates loan demand and volume
Piotroski VR-10 (Strict) 5.0
Net Income: 1.02b TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.11 > 1.0
NWC/Revenue: -1.63k% < 20% (prev -1.55k%; Δ -86.89% < -1%)
CFO/TA 0.01 > 3% & CFO 1.25b > Net Income 1.02b
Net Debt (2.86b) to EBITDA (1.32b): 2.17 < 3
Current Ratio: 0.04 > 1.5 & < 3
Outstanding Shares: last quarter (159.8m) vs 12m ago -5.72% < -2%
Gross Margin: 61.97% > 18% (prev 0.57%; Δ 6.14k% > 0.5%)
Asset Turnover: 5.25% > 50% (prev 5.22%; Δ 0.02% > 0%)
Interest Coverage Ratio: 0.77 > 6 (EBITDA TTM 1.32b / Interest Expense TTM 1.52b)
Altman Z'' -5.11
A: -0.83 (Total Current Assets 2.87b - Total Current Liabilities 73.9b) / Total Assets 85.6b
B: 0.05 (Retained Earnings 4.66b / Total Assets 85.6b)
C: 0.01 (EBIT TTM 1.18b / Avg Total Assets 82.9b)
D: 0.06 (Book Value of Equity 4.23b / Total Liabilities 76.0b)
Altman-Z'' = -5.11 = D
Beneish M -3.67
DSRI: 0.28 (Receivables 348.1m/1.21b, Revenue 4.35b/4.19b)
GMI: 0.91 (GM 61.97% / 56.60%)
AQI: 1.01 (AQ_t 0.96 / AQ_t-1 0.95)
SGI: 1.04 (Revenue 4.35b / 4.19b)
TATA: -0.00 (NI 1.02b - CFO 1.25b) / TA 85.6b)
Beneish M = -3.67 (Cap -4..+1) = AAA
What is the price of WBS shares?

As of May 24, 2026, the stock is trading at USD 72.58 with a total of 8,917,603 shares traded.
Over the past week, the price has changed by +0.90%, over one month by +0.05%, over three months by -0.80% and over the past year by +43.53%.

Is WBS a buy, sell or hold?

Webster Financial has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy WBS.

  • StrongBuy: 9
  • Buy: 6
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the WBS price?
Analysts Target Price 74.3 2.4%
Webster Financial (WBS) - Fundamental Data Overview as of 22 May 2026
P/E Trailing = 11.9836
P/E Forward = 11.0132
P/S = 4.3382
P/B = 1.2507
P/EG = 1.7275
Revenue TTM = 4.35b USD
EBIT TTM = 1.18b USD
EBITDA TTM = 1.32b USD
Long Term Debt = 748.9m USD (from longTermDebt, last quarter)
Short Term Debt = 4.87b USD (from shortTermDebt, last quarter)
Debt = 5.73b USD (from shortLongTermDebtTotal, last quarter) + Leases 106.9m
Net Debt = 2.86b USD (calculated: Debt 5.73b - CCE 2.87b)
Enterprise Value = 14.7b USD (11.8b + Debt 5.73b - CCE 2.87b)
Interest Coverage Ratio = 0.77 (Ebit TTM 1.18b / Interest Expense TTM 1.52b)
EV/FCF = 12.25x (Enterprise Value 14.7b / FCF TTM 1.20b)
FCF Yield = 8.16% (FCF TTM 1.20b / Enterprise Value 14.7b)
FCF Margin = 27.58% (FCF TTM 1.20b / Revenue TTM 4.35b)
Net Margin = 23.49% (Net Income TTM 1.02b / Revenue TTM 4.35b)
Gross Margin = 61.97% ((Revenue TTM 4.35b - Cost of Revenue TTM 1.65b) / Revenue TTM)
Gross Margin QoQ = 63.81% (prev 62.18%)
Tobins Q-Ratio = 0.17 (Enterprise Value 14.7b / Total Assets 85.6b)
Interest Expense / Debt = 26.59% (Interest Expense 1.52b / Debt 5.73b)
Taxrate = 18.67% (56.5m / 302.8m)
NOPAT = 957.9m (EBIT 1.18b * (1 - 18.67%))
Current Ratio = 0.04 (Total Current Assets 2.87b / Total Current Liabilities 73.9b)
Debt / Equity = 0.60 (Debt 5.73b / totalStockholderEquity, last quarter 9.57b)
Debt / EBITDA = 2.17 (Net Debt 2.86b / EBITDA 1.32b)
Debt / FCF = 2.38 (Net Debt 2.86b / FCF TTM 1.20b)
Total Stockholder Equity = 9.47b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.23% (Net Income 1.02b / Total Assets 85.6b)
RoE = 10.80% (Net Income TTM 1.02b / Total Stockholder Equity 9.47b)
RoCE = 11.53% (EBIT 1.18b / Capital Employed (Equity 9.47b + L.T.Debt 748.9m))
RoIC = 5.79% (NOPAT 957.9m / Invested Capital 16.5b)
WACC = 14.12% (E(11.8b)/V(17.6b) * Re(10.49%) + D(5.73b)/V(17.6b) * Rd(26.59%) * (1-Tc(0.19)))
Discount Rate = 10.49% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -86.67 | Cagr: -2.86%
[DCF] Terminal Value 57.75% ; FCFF base≈1.21b ; Y1≈1.20b ; Y5≈1.24b
[DCF] Fair Price = 42.85 (EV 9.80b - Net Debt 2.86b = Equity 6.94b / Shares 162.0m; r=14.12% [WACC]; 5y FCF grow -1.33% → 2.50% )
EPS Correlation: -14.79 | EPS CAGR: -0.87% | SUE: 0.54 | # QB: 0
Revenue Correlation: 90.84 | Revenue CAGR: 6.90% | SUE: 0.51 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.62 | Chg30d=-0.59% | Revisions=-27% | Analysts=15
EPS next Quarter (2026-09-30): EPS=1.69 | Chg30d=-1.01% | Revisions=-56% | Analysts=15
EPS current Year (2026-12-31): EPS=6.58 | Chg30d=-0.69% | Revisions=+0% | GrowthEPS=+10.7% | GrowthRev=+4.8%
EPS next Year (2027-12-31): EPS=7.32 | Chg30d=-1.33% | Revisions=-11% | GrowthEPS=+11.3% | GrowthRev=+6.1%
[Analyst] Revisions Ratio: -56%