WBS Stock Analysis: Webster Financial | NYSE

Banks - Regional | NYSE, USA | Market Cap: 12.431m USD | 12M Return: 35.8% | Charts, Fundamentals & Technical Analysis

Commercial Banking, Consumer Banking, Mortgages, Wealth Management
Total Rating 49
Safety 61
Buy Signal 0.17
Banks - Regional
Industry Rotation: +3.8
Market Cap: 12.4B
Avg Turnover: 260M
Risk 3d forecast
Volatility29.0%
VaR 5th Pctl4.50%
VaR vs Median-5.31%
Reward TTM
Sharpe Ratio1.20
Rel. Str. IBD70.1
Rel. Str. Peer Group57.8
Character TTM
Beta1.260
Beta Downside1.325
Hurst Exponent0.531
Drawdowns 3y
Max DD33.08%
CAGR/Max DD0.87
CAGR/Mean DD3.34
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,
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: 2021-06: 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

No concerns identified

Tailwinds

Supp Ema8

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) 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 56.60%; Δ 5.37% > 0.5%)
Asset Turnover: 5.25% > 50% (prev 5.22%; Δ 0.02% > 0%)
Interest Coverage Ratio: 0.77 > 6 (EBIT TTM 1.18b / Interest Expense TTM 1.52b)
Altman Z'' -5.04
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: 0.13 (Book Value of Equity 9.57b / Total Liabilities 76.0b)
Altman-Z'' = -5.04 = D
What is the price of WBS shares?

As of July 08, 2026, the stock is trading at USD 77.09 with a total of 2,469,497 shares traded. Over the past week, the price has changed by +1.41%, over one month by +6.55%, over three months by +11.10% and over the past year by +35.81%.

Current recommended Stop Loss: 76.10 (which is 1.3% or 1.3 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 74.3 -3.6%
Webster Financial (WBS) - Fundamental Data Overview as of 04 July 2026
Market Cap USD = 12.4b (12.4b USD * 1.0 USD.USD)
P/E Trailing = 12.577
P/E Forward = 11.7647
P/S = 4.553
P/B = 1.3365
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 = 15.3b USD (12.4b + Debt 5.73b - CCE 2.87b)
Interest Coverage Ratio = 0.77 (Ebit TTM 1.18b / Interest Expense TTM 1.52b)
EV/FCF = 12.74x (Enterprise Value 15.3b / FCF TTM 1.20b)
FCF Yield = 7.85% (FCF TTM 1.20b / Enterprise Value 15.3b)
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 = 0.18 (Enterprise Value 15.3b / Total Assets 85.6b)
Interest Expense / Debt = 26.59% (Interest Expense 1.52b / Debt 5.73b)
Taxrate = 20.10% (257.1m / 1.28b)
NOPAT = 941.0m (EBIT 1.18b * (1 - 20.10%))
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 = 5.76% (NOPAT 941.0m / Invested Capital 16.3b)
WACC = 13.83% (E(12.4b)/V(18.2b) * Re(10.41%) + D(5.73b)/V(18.2b) * Rd(26.59%) * (1-Tc(0.20)))
Discount Rate = 10.41% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -86.67 | Cagr: -2.86%
[DCF] Terminal Value 58.51% ; FCFF base≈1.21b ; Y1≈1.20b ; Y5≈1.24b
[DCF] Fair Price = 44.39 (EV 10.0b - Net Debt 2.86b = Equity 7.19b / Shares 162.0m; r=13.83% [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=1.60 | Chg30d=+0.24% | Revisions=-30% | Analysts=13
EPS next Quarter (2026-09-30): EPS=1.68 | Chg30d=+0.14% | Revisions=-62% | Analysts=13
EPS current Year (2026-12-31): EPS=6.57 | Chg30d=+0.15% | Revisions=+0% | GrowthEPS=+10.6% | GrowthRev=+5.0%
EPS next Year (2027-12-31): EPS=7.34 | Chg30d=+0.16% | Revisions=-12% | GrowthEPS=+11.7% | GrowthRev=+5.9%
[Analyst] Revisions Ratio: -35% (up=7, down=16)