WBS

Financial Services

Webster Financial Corporation · Banks - Regional · $12B

UQS Score — Balanced Preset
52.6
Good

Webster Financial Corporation scores 52.6/100 using the Balanced preset.

UQS vs Financial Services Sector
WBS
52.6
Sector avg
39.7
Quality
Good
Moat
Weak
Growth
Neutral
Risk
Weak
Valuation
Attractive

What is Webster Financial Corporation?

Webster Financial Corporation is the holding company for Webster Bank, a regional bank serving individuals, families, and businesses across the United States. Its three operating segments span commercial banking, health savings accounts, and retail banking.

Webster Financial generates revenue through traditional banking activities — lending, deposit-taking, and fee-based services — alongside a differentiated HSA Bank segment that administers health savings accounts, flexible spending accounts, and health reimbursement arrangements for employers and individuals. The Commercial Banking arm serves business clients with lending, leasing, treasury, and wealth management solutions, while Retail Banking handles consumer mortgages, home equity lines, and credit products. Online and mobile banking channels support all three segments.

Webster Financial was founded in 1986 and is headquartered in Stamford, Connecticut.

  • Commercial and industrial lending, leasing, and asset-based financing
  • Health savings accounts and employer benefit spending solutions via HSA Bank
  • Retail deposit accounts, residential mortgages, and consumer loans
  • Wealth management, trust, and retirement planning services
  • Treasury, payment, and cash management services for businesses

Is WBS a Good Stock to Buy?

UQS Score rates WBS as Good overall, reflecting a balanced but mixed picture across its five quality pillars.

The Quality pillar registers as Good, suggesting Webster maintains reasonable earnings consistency and balance sheet discipline relative to regional bank peers. Valuation is rated Attractive, meaning the stock appears reasonably priced compared to its fundamentals — a potential entry-point consideration for value-oriented investors.

Both the Moat and Risk pillars are rated Weak, indicating limited competitive differentiation and above-average risk exposure — factors worth weighing carefully. Growth is Neutral, pointing to a modest near-term expansion trajectory.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does WBS pay dividends?

Yes — Webster Financial Corporation pays a dividend.

Webster Financial pays a regular dividend, consistent with the income-oriented tradition of established regional banks. The dividend reflects management's commitment to returning capital to shareholders alongside reinvestment in the business. Investors seeking income exposure in the financial services sector may find WBS's dividend cadence relevant to their screening criteria.

When does WBS report earnings?

Webster Financial reports earnings on a quarterly cadence, typical for US-listed bank holding companies.

Revenue and credit quality trends in regional banking have been shaped by the interest rate environment and loan demand cycles. Webster's three-segment structure means results can vary across commercial lending activity, HSA account growth, and retail deposit trends in any given quarter.

For the most recent quarter's results and guidance, visit Webster Financial's investor relations page directly.

WBS Price History

+48.5% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Webster Financial Corporation?

$
Today it would be worth
$16,777
That's a +67.8% total return, or +10.9% annualized.

Based on Webster Financial Corporation's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

WBS Long-term Outlook

Webster Financial's Growth pillar is rated Neutral, suggesting the company is expanding at a measured pace rather than posting outsized gains. The HSA Bank segment represents a structurally differentiated growth avenue within an otherwise competitive regional banking landscape. However, the Weak Risk pillar signals that credit risk, interest rate sensitivity, and capital adequacy warrant ongoing attention. The Attractive Valuation label suggests the market may not be fully pricing in the company's longer-term potential, though the Weak Moat rating tempers confidence in sustained outperformance.

Growth drivers

  • Continued expansion of HSA Bank's employer and insurance carrier distribution network
  • Commercial lending growth tied to business investment and equipment financing demand
  • Digital banking adoption supporting lower-cost deposit acquisition

Key risks

  • Credit quality deterioration in commercial real estate and industrial loan portfolios
  • Interest rate sensitivity compressing net interest margins in volatile rate environments
  • Limited competitive moat in retail and commercial banking against larger national banks

WBS vs Peers

Webster Financial competes in the regional bank space alongside several similarly sized institutions, each with distinct geographic and business-model emphases.

FHNWBS scores higher
First Horizon Corporation

First Horizon focuses heavily on the southeastern US market, giving it a distinct regional footprint compared to Webster's northeastern and HSA-driven model.

SSBSimilar UQS
SouthState Corporation

SouthState operates primarily across the Southeast and has grown through community bank acquisitions, contrasting with Webster's specialized HSA segment strategy.

WTFCWBS scores higher
Wintrust Financial Corporation

Wintrust is concentrated in the Chicago metropolitan area and emphasizes community banking relationships, whereas Webster competes across broader northeastern markets with a benefits-administration niche.

Frequently Asked Questions

What does Webster Financial do?

Webster Financial is the holding company for Webster Bank, offering commercial lending, retail banking, and a specialized HSA Bank segment that administers health savings accounts and employer benefit spending accounts. It serves individuals, families, and businesses primarily across the United States through branch, digital, and employer-distribution channels.

Does WBS pay dividends?

Yes, Webster Financial pays a regular dividend. The company has maintained a dividend program consistent with its regional bank peers, returning capital to shareholders while balancing reinvestment in lending and technology. Investors should verify the current dividend rate and payment schedule on Webster's investor relations page.

When does WBS report earnings?

Webster Financial reports on a quarterly cadence, as is standard for US-listed bank holding companies. Exact dates vary each quarter. For the most current earnings schedule and recent results, check Webster Financial's investor relations page or financial data aggregators.

Is WBS a good stock to buy?

UQS Score rates WBS as Good overall. The Valuation pillar is Attractive and Quality is Good, but the Moat and Risk pillars are both Weak. Whether WBS fits your portfolio depends on your risk tolerance and investment goals. The full pillar breakdown is available to UQS Pro members.

Is WBS overvalued?

Based on the UQS Valuation pillar, WBS is rated Attractive — suggesting the stock is not considered overvalued relative to its fundamentals at the time of scoring. Valuation assessments can shift with earnings results and broader market conditions, so ongoing monitoring is worthwhile.

How does WBS compare to its competitors?

Webster Financial differentiates itself from peers like First Horizon, SouthState, and Wintrust primarily through its HSA Bank segment, which operates nationally via employer and insurance carrier partnerships. Most regional bank competitors lack a dedicated health-benefit administration business of comparable scale.

What is WBS's market cap bracket?

Webster Financial is classified as a large-cap company, placing it among the more substantial regional bank holding companies in the US financial services sector.

Who founded Webster Financial?

Webster Financial's banking roots trace back to 1935 with the founding of Webster Bank. The holding company structure was established in 1986. For detailed founding history, Webster Financial's corporate website and public filings provide authoritative context.

Is WBS a long-term quality stock?

As a long-term quality indicator, WBS scores as Good on the UQS composite. The Attractive Valuation and Good Quality pillar support a reasonable long-term case, but the Weak Moat and Risk ratings suggest investors should monitor competitive positioning and credit quality over time. Pro members can access the complete analysis.

What is the main competitive advantage of Webster Financial?

Webster's most distinctive asset is its HSA Bank segment, one of the largest administrators of health savings accounts in the US. This business operates through employer and insurance carrier relationships nationwide, providing a fee-based revenue stream that most traditional regional banks do not have.

What sector does WBS belong to?

Webster Financial operates in the Financial Services sector, specifically within regional banking. Its HSA Bank segment also gives it exposure to the employee benefits administration space, which is less common among traditional bank holding companies.

Is WBS a growth stock or value stock?

Based on UQS pillar labels, WBS leans toward value characteristics — the Valuation pillar is Attractive while Growth is rated Neutral. This profile may appeal more to income and value-oriented investors than to those seeking high-growth names in the financial sector.

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Pro Analysis

WBS — Score History

45505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 8 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 19, 202652.578.924.042.130.292.3-0.5
May 3, 202653.078.924.042.533.292.30.0
May 1, 202653.078.924.042.533.292.4-0.2
Apr 26, 202653.278.924.043.233.292.40.0
Apr 18, 202653.278.924.043.233.292.3-1.0
Apr 12, 202654.278.924.043.233.299.10.0
Apr 9, 202654.278.924.043.133.299.3-0.1
Apr 2, 202654.378.924.043.533.299.2

WBS — Pillar Breakdown

Quality

78.9/100 (25%)

Webster Financial Corporation demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityModerate

Profitability relative to shareholders' equity.

Operating ProfitabilityModerate

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

42.2/100 (20%)

Webster Financial Corporation shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRModerate

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

30.2/100 (15%)

Webster Financial Corporation presents elevated risk with concerns around leverage or financial stability.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

92.6/100 (15%)

Webster Financial Corporation appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

Moat

24/100 (25%)

Webster Financial Corporation operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for WBS.

Score Composition

Quality
78.9×25%19.7
Growth
42.2×20%8.4
Risk
30.2×15%4.5
Valuation
92.6×15%13.9
Moat
24.0×25%6.0
Total
52.6Good

Financial Data

More Stock Analysis

How is the WBS UQS Score Calculated?

The UQS (Unified Quality Score) for Webster Financial Corporation is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Webster Financial Corporation's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Webster Financial Corporation is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.