Webster Financial Corporation $WBS Stake Increased by Algebris UK Ltd.

Algebris UK Ltd. boosted its position in Webster Financial Corporation (NYSE:WBS) by 35.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 532,639 shares of the financial services provider’s stock after purchasing an additional 140,817 shares during the period. Webster Financial makes up approximately 3.6% of Algebris UK Ltd.’s investment portfolio, making the stock its 9th biggest holding. Algebris UK Ltd. owned approximately 0.32% of Webster Financial worth $31,636,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Norges Bank purchased a new stake in shares of Webster Financial in the second quarter worth approximately $131,780,000. AQR Capital Management LLC grew its holdings in shares of Webster Financial by 221.0% in the second quarter. AQR Capital Management LLC now owns 1,565,623 shares of the financial services provider’s stock worth $85,483,000 after purchasing an additional 1,077,819 shares during the last quarter. Azora Capital LP grew its holdings in shares of Webster Financial by 30.5% in the second quarter. Azora Capital LP now owns 1,886,385 shares of the financial services provider’s stock worth $102,997,000 after purchasing an additional 440,347 shares during the last quarter. American Century Companies Inc. increased its stake in Webster Financial by 14.5% in the 2nd quarter. American Century Companies Inc. now owns 3,453,778 shares of the financial services provider’s stock worth $188,576,000 after buying an additional 438,131 shares during the period. Finally, Assenagon Asset Management S.A. lifted its holdings in Webster Financial by 959.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 358,294 shares of the financial services provider’s stock valued at $21,297,000 after buying an additional 324,471 shares in the last quarter. Hedge funds and other institutional investors own 85.58% of the company’s stock.

Trending Headlines about Webster Financial

Here are the key news stories impacting Webster Financial this week:

• Positive Sentiment: Q4 earnings beat — Adjusted EPS of $1.59 topped consensus and net income rose year-over-year; revenue of ~$760.5M also exceeded estimates, driven by loan growth. These beats are the primary fundamental drivers supporting the shares. Business Wire: Webster Reports Fourth Quarter 2025
• Positive Sentiment: Loan-led revenue growth highlighted by multiple outlets — analysts point to core loan expansion as a key revenue driver this quarter, supporting margin stability. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Analyst bullish case: Seeking Alpha keeps WBS as a Buy with a $70 target, citing low‑cost, sticky deposit mix (notably the HSA franchise), resilient credit quality, and strong capital — factors that can sustain earnings and limit rate‑sensitivity vs. peers. Seeking Alpha: Low-Cost Deposit Growth Can Drive Further Upside
• Neutral Sentiment: Earnings call transcript and slides are available for deeper read — management commentary and slides will be useful to assess sustainability of loan growth, deposit trends, and one-time items included in results. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst estimate revisions were active ahead of the print — some shops updated forecasts pre-earnings, which can amplify intraday moves even when results beat. Benzinga: Analysts Revise Forecasts Ahead Of Earnings
• Negative Sentiment: CRE exposure is a noted risk — Seeking Alpha flags roughly $1.3B in rent‑regulated loans and other CRE concentrations; while reserves and capital are positioned well, this portfolio remains a potential headwind if localized stress emerges. Seeking Alpha: CRE Exposure Note
• Negative Sentiment: Market reaction: despite the beat, the stock is trading lower on the session with above-average volume — suggests profit-taking, where investors are parsing one-time items (gains on debt redemption, charitable items) and portfolio risks rather than the headline beat. MarketBeat: WBS Stock Page

Insiders Place Their Bets

In other Webster Financial news, CEO John R. Ciulla sold 8,000 shares of Webster Financial stock in a transaction on Monday, November 17th. The shares were sold at an average price of $55.45, for a total value of $443,600.00. Following the transaction, the chief executive officer directly owned 231,872 shares of the company’s stock, valued at approximately $12,857,302.40. The trade was a 3.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.54% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of brokerages have commented on WBS. Morgan Stanley upped their target price on shares of Webster Financial from $64.00 to $77.00 and gave the stock an “underperform” rating in a research note on Monday, September 29th. Citigroup reissued a “buy” rating on shares of Webster Financial in a research note on Tuesday, December 30th. Barclays raised their price objective on Webster Financial from $78.00 to $80.00 and gave the stock an “overweight” rating in a report on Tuesday, November 11th. JPMorgan Chase & Co. upped their target price on Webster Financial from $70.00 to $75.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Finally, Raymond James Financial increased their price target on Webster Financial from $65.00 to $73.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 7th. Thirteen equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Webster Financial currently has a consensus rating of “Moderate Buy” and an average price target of $72.77.

Webster Financial Price Performance

Shares of WBS stock opened at $64.13 on Monday. The stock’s 50-day moving average is $62.60 and its 200 day moving average is $60.17. Webster Financial Corporation has a 1-year low of $39.43 and a 1-year high of $67.43. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.86 and a quick ratio of 0.86. The company has a market cap of $10.34 billion, a P/E ratio of 10.85, a PEG ratio of 0.53 and a beta of 1.05.

Webster Financial (NYSE:WBS) last announced its earnings results on Friday, January 23rd. The financial services provider reported $1.59 EPS for the quarter, topping analysts’ consensus estimates of $1.52 by $0.07. Webster Financial had a net margin of 22.67% and a return on equity of 11.10%. The business had revenue of $760.48 million during the quarter, compared to the consensus estimate of $731.95 million. During the same period in the previous year, the company posted $1.43 earnings per share. Research analysts predict that Webster Financial Corporation will post 5.88 earnings per share for the current fiscal year.

Webster Financial Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Shareholders of record on Monday, November 10th were paid a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, November 10th. Webster Financial’s dividend payout ratio (DPR) is 27.07%.

Webster Financial Profile

Webster Financial Corporation is a bank holding company headquartered in Waterbury, Connecticut. Through its principal subsidiary, Webster Bank, N.A., the company offers a broad range of banking products and financial services to individuals, small businesses, and middle-market commercial clients. Key offerings include deposit accounts, residential and commercial real estate lending, equipment finance, treasury management, and payment processing solutions.

In addition to traditional banking services, Webster Financial provides wealth management and insurance products designed to help clients plan for retirement, preserve assets, and manage risk.