January 23, 2026
Finance

Webster Financial's Q4 Earnings Approaching: Analysts Update Forecasts Ahead of Report

Market analysts adjust price targets and ratings as Webster Financial prepares to announce fourth-quarter results

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Summary

Webster Financial Corporation is set to release its fourth-quarter earnings before the market opens on January 23. Leading analysts have recently revised their price targets and ratings based on current market conditions and company performance indicators. Expectations suggest an upward trend in both earnings per share and total revenue compared to the prior year.

Key Points

Webster Financial is expected to announce Q4 earnings of $1.53 per share, up from $1.43 in the previous year.
Revenue projections for the quarter stand at approximately $731.66 million, marking an increase versus last year's $660.98 million.
Several leading analysts have maintained positive ratings such as Buy and Outperform, with adjusted price targets reflecting evolving market conditions.
The company lowered its prime lending rate to 6.75% in December, signaling potential impacts on lending and income streams.

Webster Financial Corporation (NYSE:WBS), headquartered in Jacksonville, Florida, is scheduled to report its fourth-quarter earnings ahead of the market opening on Friday, January 23. Financial analysts anticipate the company to deliver earnings per share of $1.53, representing an increase from $1.43 in the same quarter last year. In terms of revenue, consensus estimates project approximately $731.66 million, up from $660.98 million recorded a year earlier, according to data aggregated by Benzinga Pro.

In a notable move impacting its lending strategy, Webster adjusted its prime lending rate downward to 6.75% as of December 10. This decision might influence the company's interest income and loan growth dynamics moving forward.

Reflecting current market sentiment, Webster Financial's stock closed at $66.22 on Thursday, marking a modest gain of 0.5%.


Investor insights are enriched by the latest analyst recommendations, which can be accessed on the Analyst Stock Ratings page where Benzinga readers can filter by various parameters including ticker, firm, and rating changes.

Focusing on prominent analysts noted for their accuracy, recent evaluations of Webster Financial reveal a range of rating affirmations and adjustments:

  • Janet Lee of TD Cowen has sustained a Buy rating but revised the price target slightly downward from $78 to $77 as of January 7, 2026. Lee carries an accuracy rate of 63%.
  • Daniel Tamayo from Raymond James maintains an Outperform rating and increased his price target from $65 to $73 on the same date. Tamayo also holds an accuracy rate of 63%.
  • Christopher Mcgratty at Keefe, Bruyette & Woods upheld an Outperform rating and raised his price target from $70 to $75 on December 16, 2025. His accuracy rate stands at 74%.
  • Jared Shaw of Barclays continues to rate the stock as Overweight, enhancing the price target from $78 to $80 on November 11, 2025, with an accuracy rate of 70%.
  • David Smith from Truist Securities kept a Buy rating but lowered his price target from $69 to $67 as of October 20, 2025. Smith is noted for a higher accuracy rate of 81%.

These diverse yet predominantly positive outlooks from reputable analysts denote general confidence in Webster Financial’s performance metrics heading into the upcoming earnings announcement.


Stock performance and analyst opinions have been encapsulated in various metrics, including Benzinga Rankings, which offer insights into momentum and quality among other dimensions.

Risks
  • Actual earnings or revenue results may differ from current analyst forecasts, impacting stock performance.
  • Adjustments in lending rates might influence loan demand and interest margins unpredictably.
  • Analyst price targets and ratings vary, indicating some level of uncertainty in valuation.
  • Market conditions and macroeconomic factors could affect the company's financial results and investor sentiment.
Disclosure
Education only / not financial advice
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Ticker Sentiment
WBS - neutral
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