What smart money is saying about Webster Financial Corporation
2 funds in our archive have pitched Webster Financial Corporation, most recently Ariel Global in December 2025.
Webster Financial Corporation operates as the bank holding company for Webster Bank, National Association that provides a range of banking, investment, and financial services to individuals, families, and businesses in the United States. It operates through three segments: Commercial Banking, HSA Bank, and Retail Banking. The Commercial Banking segment provides lending, deposit, and cash management services; commercial and industrial lending and leasing, commercial real estate lending, equipment financing, and asset-based lending, as well as treasury and payment services; wealth management solutions to business owners, operators, and consumers; and trust, asset management, financial planning, insurance, retirement, and investment products. The HSA Bank segment offers health savings accounts, health reimbursement arrangements, flexible spending accounts, and commuter services that are distributed directly to employers and individual consumers, as well as through national and regional insurance carriers, consultants, and financial advisors. The Retail Banking segment provides deposit and fee-based services, residential mortgages, home equity lines, secured and unsecured loans, and credit cards to consumers. The company also offers online and mobile banking services. As of December 31, 2021, it operated 130 banking centers and 251 ATMs. The company was founded in 1935 and is headquartered in Stamford, Connecticut.
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Fund signal · last 12 months
8 lettersMore funds are selling than buying
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 9 fund letters reported a position in Webster Financial Corporation, with 6 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2 | 0 |
| Q2 2026 | 4 | 0 | 4 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 7 moves
- September 2026
“Webster Financial (U.S.) Webster Financial is a regional bank based in Connecticut with branches also in New York, Rhode Island, and Massachusetts. The position left the portfolio when Banco Santander completed its previously announced acquisition.”
Webster Financial Corporation - September 2026
“Exited Positions Webster Financial (U.S.) Webster Financial is a regional bank based in Connecticut with branches also in New York, Rhode Island, and Massachusetts. The position left the portfolio when Banco Santander completed its previously announced acquisition.”
Webster Financial Corporation - ExitedPolaris Capital Management Global Equity CompositeSeptember 2026
“We also exited Webster Financial Corp. following its acquisition by Banco Santander.”
Webster Financial Corporation - June 2026
“we added five new positions in 2Q26 and sold four positions, which included both Webster (WBS) and Cross Country (CCRN) as they both have acquisition offers.”
Webster Financial Corporation - June 2026
“We exited positions in Becton Dickinson and UCB in the health care sector, Webster Financial, MGIC Investment and Ryan Specialty Holdings in the financials sector, American Homes 4 Rent in the real estate sector and TFI International in the industrials sector.”
Webster Financial Corporation - June 2026
“• Pressure exchanger manufacturer Energy Recovery, diversified provider of tech-enabled services and software to the financial services industry SS&C Technologies and regional commercial bank Webster Financial were sold to allocate funds to more attractive opportunities.”
Webster Financial Corporation - June 2026
“• Global life sciences provider Avantor, diversified provider of tech-enabled services and software to the financial services industry SS&C Technologies and regional commercial bank Webster Financial were sold to allocate funds to more attractive opportunities.”
Webster Financial Corporation - March 2026
Listed in Cambiar Smid Cap fund’s reported holdings.
Webster Financial Corporation - December 2024
“Other top Q4 contributors included Allegiant Travel, Webster Financial and Gates Industrial.”
Webster Financial Corporation
Fund coverage · 2 theses
- Ariel GlobalDecember 2025
Webster Financial Corporation is a U.S. bank with solid credit, strong capital, specialty deposits, NIM recovery, and buybacks positioning it as undervalued.
Read the full thesis - Smid FundMarch 2025
Webster is a regional bank with strong fundamentals and an attractive valuation, poised for a positive re-rating.
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