Sivia Capital Partners LLC Raises Holdings in Wells Fargo & Company $WFC

Sivia Capital Partners LLC lifted its position in shares of Wells Fargo & Company (NYSE:WFC) by 538.2% during the second quarter, Holdings Channel reports. The firm owned 23,544 shares of the financial services provider’s stock after acquiring an additional 19,855 shares during the quarter. Sivia Capital Partners LLC’s holdings in Wells Fargo & Company were worth $1,946,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its stake in Wells Fargo & Company by 62.3% during the 4th 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 during the last quarter. Jump Financial LLC lifted its stake in Wells Fargo & Company by 12.9% in the second quarter. Jump Financial LLC now owns 22,904 shares of the financial services provider’s stock valued at $1,835,000 after buying an additional 2,615 shares during the last quarter. Main Street Financial Solutions LLC boosted its holdings in shares of Wells Fargo & Company by 111.0% in the second quarter. Main Street Financial Solutions LLC now owns 14,008 shares of the financial services provider’s stock valued at $1,122,000 after acquiring an additional 7,368 shares during the period. Vivaldi Capital Management LP grew its position in shares of Wells Fargo & Company by 5.4% during the second quarter. Vivaldi Capital Management LP now owns 3,229 shares of the financial services provider’s stock worth $259,000 after acquiring an additional 165 shares during the last quarter. Finally, Diversify Advisory Services LLC grew its position in shares of Wells Fargo & Company by 51.2% during the second quarter. Diversify Advisory Services LLC now owns 25,718 shares of the financial services provider’s stock worth $2,044,000 after acquiring an additional 8,714 shares during the last quarter. 75.90% of the stock is owned by hedge funds and other institutional investors.

Wells Fargo & Company Stock Performance

NYSE WFC opened at $85.92 on Thursday. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.09. The business’s 50 day moving average is $86.05 and its two-hundred day moving average is $83.01. Wells Fargo & Company has a 12-month low of $72.78 and a 12-month high of $97.76. The stock has a market capitalization of $259.81 billion, a price-to-earnings ratio of 12.49, a PEG ratio of 0.95 and a beta of 0.92.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $1.96 earnings per share for the quarter, beating analysts’ consensus estimates of $1.73 by $0.23. Wells Fargo & Company had a return on equity of 13.85% and a net margin of 17.55%.The firm had revenue of $22.62 billion for the quarter, compared to the consensus estimate of $21.86 billion. During the same period in the previous year, the business earned $1.60 earnings per share. The company’s revenue for the quarter was up 8.6% compared to the same quarter last year. Research analysts expect that Wells Fargo & Company will post 7.26 EPS for the current year.

Wells Fargo & Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Friday, August 7th. This is an increase from Wells Fargo & Company’s previous quarterly dividend of $0.45. Wells Fargo & Company’s payout ratio is presently 29.07%.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Wells Fargo still appears attractively valued. A recent analysis said the stock trades below its estimated fair value, while its dividend profile and exposure to a rotation into financial stocks could provide support. However, the bank’s 126.5% three-year total return means investors may be questioning how much future improvement is already reflected in the share price. Wells Fargo Stock Looks Cheap on Fair Value but Full on Earnings
• Positive Sentiment: Dividend-focused coverage described Wells Fargo as a potentially appealing income investment, which may attract investors seeking bank dividends. This is supportive for the long-term investment case, although the article does not identify a new dividend increase or other immediate catalyst. Wells Fargo Could Be a Great Choice
• Neutral Sentiment: Wells Fargo established a new Series HH preferred stock through a certificate of designation. The move may support capital-raising and funding flexibility, but the announcement provides limited information about the size, terms, or near-term effect on common shareholders. Wells Fargo Establishes New Series HH Preferred Stock
• Negative Sentiment: Wells Fargo lagged Bank of America and especially BNY Mellon in 2026, highlighting weaker relative investor performance and potentially prompting portfolio rotation away from WFC. Which Big Bank Stock Has Dominated in 2026
• Negative Sentiment: One market review noted that WFC declined even as market conditions improved, suggesting stock-specific profit-taking or investor concern about valuation and earnings expectations. The company’s latest reported quarter was strong, so the selling appears more related to expectations than an earnings miss. Wells Fargo Stock Declines While Market Improves

Analysts Set New Price Targets

WFC has been the subject of several research reports. Phillip Securities upgraded shares of Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. raised their price objective on shares of Wells Fargo & Company from $93.50 to $95.50 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. Morgan Stanley lifted their price objective on shares of Wells Fargo & Company from $97.00 to $102.00 and gave the company an “equal weight” rating in a research note on Monday, June 29th. Bank of America upped their target price on shares of Wells Fargo & Company from $95.00 to $102.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Finally, Wall Street Zen upgraded shares of Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Sunday, June 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, Wells Fargo & Company has an average rating of “Moderate Buy” and an average price target of $98.61.

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.