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WBS

WEBSTER FINANCIAL CORPORATION

At today's price, WEBSTER FINANCIAL CORPORATION (WBS) is priced for 14.1% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
14.1% return on equity
Priced In
extreme

Key Takeaways

• Webster runs a healthcare-financial-services arm most regional banks do not have, holding $10.4 billion of HSA and related deposits with another $6.5 billion of investment balances administered off the balance sheet [Source: FY2025 10-K, accession 0000801337-26-000008], a low-cost sticky funding base that anchors a 46.83% efficiency ratio and a net interest margin of 3.36% in the first quarter of 2026 [Source: Q1 2026 earnings release]. • The defining fact is no longer standalone: Banco Santan

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Institutional ownership

516 institutional managers reported holding WBS in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 41%. 100 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 11.9M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.2 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

WBS's share count grew 77.2% over the past five years even with $1.09B spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.60 a share annually. Cash returned over the past three years: $743.98M in dividends and $709.04M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at WBS over the trailing three years. Absence is a fact about the company, not a signal. 31 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

WBS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-09+1.3%-11.0%
2023-11-08-2.9%+28.0%
2024-02-28-5.9%-5.7%
2024-05-11-1.0%+1.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

WBS's latest 8-K filings: 2026-06-16 (items 8.01, 9.01); 2026-05-27 (items 5.07, 9.01); 2026-05-18 (items 8.01); 2026-04-28 (items 2.02, 9.01); 2026-02-06 (items 1.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 28, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.