Webster Financial Corp is a full-service provider of financial services, offering commercial and consumer banking, mortgages, and investment advisory along with trust and wealth management services in Connecticut, New York, Rhode Island, Massachusetts, and Pennsylvania. The company's segment includes Commercial Banking, HSA Bank, and Consumer Banking. It generates maximum revenue from the Commercial Banking segment.
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The chart shows the growth of an initial investment of $10,000 in Webster Financial Corporation Waterbury, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Webster Financial Corporation Waterbury (WBS) has returned 10.78% so far this year and 75.44% over the past 12 months. Looking at the last ten years, WBS has achieved an annualized return of 6.94%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Webster Financial Corporation Waterbury (WBS) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.40% | 10.09% | -2.50% | -0.11% | ||||||||
| 2025 | 8.19% | -4.23% | -8.47% | -7.31% | 8.95% | 5.96% | 5.59% | 10.26% | -2.89% | -3.06% | 5.04% | 5.87% |
| 2024 | -1.47% | -4.38% | 8.51% | -13.74% | -2.31% | 14.07% | -4.38% | -0.81% | 12.07% | 19.40% | -10.99% | |
| 2023 | 10.45% | 1.53% | -24.89% | -5.57% | -4.67% | 4.72% | 24.40% | -9.38% | -6.17% | -5.69% | 18.46% | 13.33% |
| 2022 | 0.02% | 5.04% | -5.57% | -12.60% | -2.66% | -14.45% | 10.54% | 3.13% | -3.48% | 18.24% | -1.02% | -13.06% |
| 2021 | 12.79% | 17.23% | -2.75% | -3.99% | 5.59% | -7.04% | -10.73% | 5.82% | 7.67% | 2.25% | -4.70% | 0.85% |
| 2020 | -16.18% | -16.09% | -39.77% | 31.70% | 3.47% | 0.39% | -5.21% | 0.84% | -2.83% | 21.68% | 15.16% | 8.13% |
| 2019 | 11.12% | 6.23% | -12.34% | 4.30% | -16.80% | 7.91% | 4.57% | -12.13% | 5.94% | -6.80% | 8.80% | 8.72% |
| 2018 | 0.19% | -3.11% | 1.22% | 8.67% | 6.83% | -2.14% | 1.81% | 0.97% | -9.85% | -0.78% | 1.26% | -19.05% |
| 2017 | -3.47% | 2.92% | -11.15% | 1.22% | -4.94% | 6.38% | -1.65% | -10.81% | 12.43% | 4.64% | 3.56% | -2.14% |
| 2016 | 2.78% | 6.82% | -12.36% | 7.41% | 7.07% | -1.99% | 7.16% | 22.19% | 8.54% |
The charts below present risk-adjusted performance metrics for Webster Financial Corporation Waterbury (WBS) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of WBS compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Webster Financial Corporation Waterbury volatility is 1.12%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 84.07B | 74.95B | 71.28B | 34.92B | 32.59B | 30.39B | 27.61B | 26.49B | 26.07B | 24.68B | 22.53B | 20.85B | 20.15B | 18.71B |
| Equity Attributable To Parent (USD) | 9.49B | 8.69B | 8.06B | 3.44B | 3.23B | 3.21B | 2.89B | 2.70B | 2.53B | 2.42B | 2.32B | 2.21B | 2.09B | 1.85B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 9.49B | 8.69B | 8.06B | 3.44B | 3.23B | 3.21B | 2.89B | 2.70B | 2.53B | 2.42B | 2.32B | 2.21B | 2.09B | 1.85B |
| Long-term Debt (USD) | 739.45M | 1.05B | 1.07B | 562.93M | 567.66M | 540.36M | 226.02M | 225.77M | 225.51M | 226.36M | 226.24M | 228.37M | 334.28M | 552.59M |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 74.58B | 66.26B | 63.22B | 31.48B | 29.36B | 27.18B | 24.72B | 23.79B | 23.55B | 22.26B | 20.21B | 18.64B | 18.05B | 16.87B |
| Liabilities (USD) | 74.58B | 66.26B | 63.22B | 31.48B | 29.36B | 27.18B | 24.72B | 23.79B | 23.55B | 22.26B | 20.21B | 18.64B | 18.05B | 16.87B |
| Intangible Assets (USD) | - | - | - | - | - | - | - | - | - | - | 2.67M | 5.35M | 10.27M | 15.69M |
| Fixed Assets (USD) | 432.04M | 246.12M | 239.12M | 84.63M | 226.74M | 270.41M | 124.85M | 130.00M | 137.41M | 129.43M | 121.93M | 121.61M | 134.56M | 147.38M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 84.07B | 74.95B | 71.28B | 34.92B | 32.59B | 30.39B | 27.61B | 26.49B | 26.07B | 24.68B | 22.53B | 20.85B | 20.15B | 18.71B |
| Assets (USD) | 84.07B | 74.95B | 71.28B | 34.92B | 32.59B | 30.39B | 27.61B | 26.49B | 26.07B | 24.68B | 22.53B | 20.85B | 20.15B | 18.71B |
Investment fund 140 Summer Partners increased its position in Acuity Brands by 178,360 shares in Q4 2025, bringing its stake to 225,860 shares valued at $81.3 million (6% of AUM). Despite the stock underperforming the S&P 500 by 17.9 percentage points over the past year, the company showed strong growth with 13% revenue increase in fiscal 2025 and 20% quarterly growth, trading at a relatively low 14x expected earnings with projected 20% annualized earnings growth.
140 Summer Partners LP established a new $75.46 million position in Webster Financial Corporation (WBS), acquiring 1.27 million shares and making it the fund's fifth-largest holding. Webster Financial, a 90-year-old regional bank, reported strong Q3 earnings of $1.54 per share on $732.6 million in revenue, with 18% returns on tangible common equity and a 46% efficiency ratio, while maintaining solid loan and deposit growth.
Luxury retailer The Webster has sold a majority stake to Frasers Group, with founder Laure Hériard Dubreuil retaining a minority stake and continuing to manage operations. BDA Partners facilitated the transaction as part of Frasers Group's strategy to expand its luxury segment.
SLR Investment Corp. (SLRC) announced that its wholly-owned portfolio company, SLR Business Credit, acquired an asset-based factoring portfolio and operations from Webster Bank's Commercial Services Division. This acquisition expands SLRC's specialty finance platform and diversifies its asset-based lending and factoring offerings.
Webster Financial (WBS) is close to forming a private credit partnership with Marathon Asset. If finalized, it will underscore their shared commitment to delivering tailored financial solutions.
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