Stonebridge Financial Group LLC MO bought a new stake in Wells Fargo & Company (NYSE:WFC) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 8,321 shares of the financial services provider’s stock, valued at approximately $776,000.
Other institutional investors also recently modified their holdings of the company. Joseph Group Capital Management bought a new position in shares of Wells Fargo & Company in the fourth quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new position in shares of Wells Fargo & Company in the third quarter valued at approximately $27,000. Grey Fox Wealth Advisors LLC bought a new position in shares of Wells Fargo & Company in the third quarter valued at approximately $30,000. Imprint Wealth LLC bought a new position in shares of Wells Fargo & Company in the third quarter valued at approximately $31,000. Finally, Main Street Group LTD grew its holdings in shares of Wells Fargo & Company by 36.9% in the third quarter. Main Street Group LTD now owns 438 shares of the financial services provider’s stock valued at $37,000 after acquiring an additional 118 shares in the last quarter. 75.90% of the stock is owned by institutional investors.
Analyst Ratings Changes
Several research firms have recently issued reports on WFC. Piper Sandler reaffirmed an “overweight” rating and issued a $94.00 target price (down from $100.00) on shares of Wells Fargo & Company in a report on Wednesday, April 15th. Jefferies Financial Group began coverage on Wells Fargo & Company in a research note on Thursday, March 26th. They issued a “buy” rating and a $100.00 price objective on the stock. CICC Research began coverage on Wells Fargo & Company in a research note on Wednesday, January 14th. They issued a “market perform” rating and a $96.00 price objective on the stock. HSBC upgraded Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 price objective on the stock in a research note on Wednesday, April 1st. Finally, The Goldman Sachs Group dropped their price objective on Wells Fargo & Company from $109.00 to $93.00 and set a “buy” rating on the stock in a research note on Monday, March 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $97.53.
Wells Fargo & Company News Roundup
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Phillip Securities upgraded Wells Fargo to Buy and set a $98 price target, signaling confidence in further upside for WFC. Phillip Securities Upgrades Wells Fargo & Company (WFC)
- Positive Sentiment: Another recent market view says Wells Fargo could still offer roughly 16% upside, framing the post-selloff move as a potential buying opportunity. Wells Fargo Set for 16% Upside Despite Recent Selloff
- Neutral Sentiment: Recent articles also highlight Wells Fargo’s shift in crypto ETF exposure in its Q1 2026 13F filing, but this looks more like portfolio management than a direct stock-moving catalyst. Wells Fargo lifts Ether ETF holdings in Q1 as Bitcoin positions shift
- Neutral Sentiment: Some coverage notes the stock’s recent pullback and asks whether it is now a value opportunity, which reflects investor debate rather than a new fundamental setback. Is Wells Fargo (WFC) Offering Opportunity After Recent Share Price Pullback?
Insiders Place Their Bets
In other Wells Fargo & Company news, EVP Kleber Santos sold 25,000 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the sale, the executive vice president owned 79,876 shares in the company, valued at $7,006,722.72. This represents a 23.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Bridget E. Engle sold 30,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $87.10, for a total value of $2,613,000.00. Following the sale, the executive vice president owned 83,478 shares in the company, valued at approximately $7,270,933.80. This represents a 26.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 115,000 shares of company stock worth $10,050,000 over the last 90 days. Corporate insiders own 0.14% of the company’s stock.
Wells Fargo & Company Trading Up 2.1%
NYSE:WFC opened at $75.16 on Wednesday. The company has a market cap of $229.99 billion, a P/E ratio of 11.60, a P/E/G ratio of 0.86 and a beta of 0.96. The stock’s fifty day moving average price is $79.87 and its two-hundred day moving average price is $85.89. Wells Fargo & Company has a 1 year low of $71.89 and a 1 year high of $97.76. The company has a debt-to-equity ratio of 1.12, a current ratio of 0.90 and a quick ratio of 0.90.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.02. The firm had revenue of $11.62 billion for the quarter, compared to the consensus estimate of $21.85 billion. Wells Fargo & Company had a return on equity of 13.27% and a net margin of 17.26%.The business’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.39 earnings per share. As a group, analysts expect that Wells Fargo & Company will post 6.82 EPS for the current year.
Wells Fargo & Company Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Friday, May 8th will be given a dividend of $0.45 per share. The ex-dividend date is Friday, May 8th. This represents a $1.80 annualized dividend and a dividend yield of 2.4%. Wells Fargo & Company’s dividend payout ratio is currently 27.78%.
About Wells Fargo & Company
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.
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