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Webster Financial Corporation (WBS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9478901096
CUSIP
947890109
IPO Date
Dec 12, 1986

Highlights

Market Cap
$11.15B
Enterprise Value
$11.52B
EPS (TTM)
$6.12
PE Ratio
11.33
PEG Ratio
1.12
Total Revenue (TTM)
$4.42B
Gross Profit (TTM)
$2.69B
EBITDA (TTM)
$1.31B
Year Range
$39.43 - $74.00
Target Price
$89.33
ROA (TTM)
1.19%
ROE (TTM)
10.56%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Webster Financial Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Webster Financial Corporation (WBS) has returned 10.90% so far this year and 38.45% over the past 12 months. Over the last ten years, WBS has returned 10.23% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Webster Financial Corporation

1D
2.21%
1M
-3.76%
YTD
10.90%
6M
18.25%
1Y
38.45%
3Y*
24.82%
5Y*
7.72%
10Y*
10.23%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 12, 1986, WBS's average daily return is +0.07%, while the average monthly return is +1.31%. At this rate, your investment would double in approximately 4.4 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +42.6%, while the worst month was Jan 2009 at -69.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WBS closed higher 46% of trading days. The best single day was Jan 28, 2009 with a return of +36.4%, while the worst single day was Jan 20, 2009 at -21.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.50%10.27%-3.76%10.90%
20259.09%-5.89%-8.47%-8.24%9.72%6.06%5.59%8.71%-4.47%-4.04%5.22%5.60%17.31%
2024-2.52%-2.90%6.57%-13.67%1.80%-1.42%14.77%-4.41%-1.73%11.13%20.19%-10.62%12.48%
202311.22%1.64%-25.79%-5.38%-3.49%6.19%25.35%-9.61%-4.95%-5.81%19.38%13.18%11.48%
20222.42%5.98%-6.79%-10.92%-0.96%-14.14%10.20%2.17%-3.93%20.04%0.91%-12.88%-12.51%
202110.91%19.27%-0.36%-3.99%7.94%-5.89%-9.82%5.91%7.80%2.75%-3.04%3.62%36.63%

Benchmark Metrics

Webster Financial Corporation has an annualized alpha of 5.89%, beta of 1.10, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since December 15, 1986.

  • This stock captured 112.94% of S&P 500 Index gains and 109.63% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.26 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.89%
Beta
1.10
0.26
Upside Capture
112.94%
Downside Capture
109.63%

Return for Risk

Risk / Return Rank

WBS ranks 75 for risk / return — better than 75% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


WBS Risk / Return Rank: 7575
Overall Rank
WBS Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
WBS Sortino Ratio Rank: 6969
Sortino Ratio Rank
WBS Omega Ratio Rank: 7474
Omega Ratio Rank
WBS Calmar Ratio Rank: 7777
Calmar Ratio Rank
WBS Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Webster Financial Corporation (WBS) and compare them to a chosen benchmark (S&P 500 Index).


WBSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.90

+0.20

Sortino ratio

Return per unit of downside risk

1.58

1.39

+0.20

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

2.10

1.40

+0.70

Martin ratio

Return relative to average drawdown

6.34

6.61

-0.27

Explore WBS risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Webster Financial Corporation provided a 2.30% dividend yield over the last twelve months, with an annual payout of $1.60 per share. The company has been increasing its dividends for 16 consecutive years.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.60$1.60$1.60$1.60$1.60$1.60$1.60$1.53$1.25$1.03$0.98$0.89

Dividend yield

2.30%2.54%2.90%3.15%3.38%2.87%3.80%2.87%2.54%1.83%1.81%2.39%

Monthly Dividends

The table displays the monthly dividend distributions for Webster Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.40$0.00$0.40
2025$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.60
2024$0.00$0.40$0.00$0.00$0.40$0.00$0.40$0.00$0.00$0.00$0.40$0.00$1.60
2023$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.60
2022$0.40$0.00$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.60
2021$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.60

Dividend Yield & Payout


Dividend Yield

Webster Financial Corporation has a dividend yield of 2.30%, which is quite average when compared to the overall market.

Payout Ratio

Webster Financial Corporation has a payout ratio of 28.60%, which is quite average when compared to the overall market. This suggests that Webster Financial Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Webster Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Webster Financial Corporation was 93.72%, occurring on Mar 6, 2009. Recovery took 1935 trading sessions.

The current Webster Financial Corporation drawdown is 5.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.72%Feb 21, 2007515Mar 6, 20091935Nov 9, 20162450
-71.99%Jul 24, 2018419Mar 23, 2020453Jan 6, 2022872
-70.3%Mar 3, 1987930Nov 1, 1990324Feb 13, 19921254
-47.9%Jan 12, 2022329May 4, 2023380Nov 6, 2024709
-47.56%Apr 16, 1998123Oct 8, 1998699Jul 18, 2001822

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Webster Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Webster Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WBS, comparing it with other companies in the Banks - Regional industry. Currently, WBS has a P/E ratio of 11.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WBS compared to other companies in the Banks - Regional industry. WBS currently has a PEG ratio of 1.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WBS relative to other companies in the Banks - Regional industry. Currently, WBS has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WBS in comparison with other companies in the Banks - Regional industry. Currently, WBS has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items