Wintrust Financial Corporation Just Beat EPS By 7.0%: Here's What Analysts Think Will Happen Next

Wintrust Financial Corporation (NASDAQ:WTFC) came out with its second-quarter results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Wintrust Financial reported US$671m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$2.78 beat expectations, being 7.0% higher than what the analysts expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, the current consensus from Wintrust Financial's twelve analysts is for revenues of US$2.70b in 2025. This would reflect a decent 8.9% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 2.7% to US$10.92. In the lead-up to this report, the analysts had been modelling revenues of US$2.66b and earnings per share (EPS) of US$10.74 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

View our latest analysis for Wintrust Financial

The consensus price target rose 7.6% to US$154despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Wintrust Financial's earnings by assigning a price premium. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Wintrust Financial analyst has a price target of US$170 per share, while the most pessimistic values it at US$138. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting Wintrust Financial's growth to accelerate, with the forecast 19% annualised growth to the end of 2025 ranking favourably alongside historical growth of 11% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 7.4% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Wintrust Financial to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Wintrust Financial going out to 2027, and you can see them free on our platform here..

Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.