J. Safra Sarasin Holding AG Invests $1.09 Million in Wells Fargo & Company $WFC

J. Safra Sarasin Holding AG bought a new stake in shares of Wells Fargo & Company (NYSE:WFC) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 12,939 shares of the financial services provider’s stock, valued at approximately $1,085,000.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Wells Fargo & Company by 62.3% during the fourth quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider’s stock worth $4,652,000 after buying an additional 25,436 shares in the last quarter. V Square Quantitative Management LLC lifted its position in shares of Wells Fargo & Company by 43.6% in the 2nd quarter. V Square Quantitative Management LLC now owns 5,158 shares of the financial services provider’s stock worth $413,000 after acquiring an additional 1,567 shares during the period. Trivium Point Advisory LLC grew its holdings in shares of Wells Fargo & Company by 19.3% during the 2nd quarter. Trivium Point Advisory LLC now owns 4,962 shares of the financial services provider’s stock worth $398,000 after purchasing an additional 804 shares in the last quarter. Impact Capital Partners LLC grew its holdings in shares of Wells Fargo & Company by 8.3% during the 2nd quarter. Impact Capital Partners LLC now owns 4,298 shares of the financial services provider’s stock worth $344,000 after purchasing an additional 330 shares in the last quarter. Finally, Panoramic Capital Partners LLC bought a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $245,000. 75.90% of the stock is owned by institutional investors.

Key Stories Impacting Wells Fargo & Company

Here are the key news stories impacting Wells Fargo & Company this week:

• Positive Sentiment: Board approved a quarterly common-stock dividend of $0.45 per share, payable March 1 to holders of record Feb. 6 — a clear cash-return signal for income investors. Wells Fargo Announces Common Stock Dividend
• Positive Sentiment: Short interest fell ~12.3% in January to ~33.7M shares (≈1.1% of float; 2.0 days to cover), lowering short-driven downside risk and potentially removing a seller cohort. Source: market data
• Positive Sentiment: Wells Fargo hired an Amazon Web Services executive, Faraz Shafiq, to lead AI efforts — a strategic hire that may improve productivity, risk modeling and client-facing tech over time. Wells Fargo hires Amazon Web Services exec Faraz Shafiq for AI push
• Positive Sentiment: Industry trend: coverage notes that major banks (including Wells Fargo) are investing heavily in generative AI — a structural tailwind that could boost efficiency and margins over time. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: Analyst sentiment is mixed-to-moderately optimistic: coverage roundup shows analysts broadly neutral-to-positive on WFC, citing slower recent performance but steady fundamentals and reasonable valuation. This keeps upside possible but not unanimous. Are Wall Street Analysts Predicting Wells Fargo Stock Will Climb or Sink?
• Neutral Sentiment: Wells Fargo research activity (e.g., updating revenue forecasts for other companies such as Alnylam) signals an active equity research desk but has limited direct impact on WFC’s own fundamentals. Wells Fargo Raises Alnylam (ALNY) Revenue Estimates for Amvuttra Despite Projected Margin Compression
• Negative Sentiment: Talent loss — BMO Capital Markets hired Wells Fargo’s Malik as operating chief, reflecting some executive turnover and potential loss of institutional knowledge. That kind of departure can concern investors about bench strength and continuity. BMO Capital Markets hires Wells Fargo’s Malik as operating chief

Wells Fargo & Company Trading Down 0.6%

Shares of Wells Fargo & Company stock opened at $88.16 on Thursday. The stock has a market capitalization of $276.74 billion, a P/E ratio of 14.06, a price-to-earnings-growth ratio of 0.97 and a beta of 1.09. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.05. The company has a 50-day simple moving average of $90.60 and a 200 day simple moving average of $85.12. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76.

Wells Fargo & Company (NYSE:WFC) last released its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10. The firm had revenue of $11.97 billion for the quarter, compared to analyst estimates of $21.63 billion. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The company’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.43 earnings per share. Research analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be given a dividend of $0.45 per share. The ex-dividend date is Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a yield of 2.0%. Wells Fargo & Company’s dividend payout ratio is 28.71%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on WFC. Cfra Research upgraded shares of Wells Fargo & Company to a “moderate buy” rating in a research note on Wednesday, October 15th. Evercore ISI reduced their price objective on shares of Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. CICC Research initiated coverage on shares of Wells Fargo & Company in a research report on Wednesday, January 14th. They set a “market perform” rating and a $96.00 target price on the stock. Truist Financial dropped their price target on shares of Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, January 15th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Wells Fargo & Company in a research note on Wednesday, January 21st. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $94.87.

Wells Fargo & Company Profile

Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.

Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.