Clear Harbor Asset Management LLC cut its position in Wells Fargo & Company (NYSE:WFC) by 33.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,168 shares of the financial services provider’s stock after selling 15,925 shares during the period. Clear Harbor Asset Management LLC’s holdings in Wells Fargo & Company were worth $2,613,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. Access Investment Management LLC bought a new stake in Wells Fargo & Company during the 2nd quarter worth approximately $25,000. CBIZ Investment Advisory Services LLC grew its holdings in shares of Wells Fargo & Company by 585.5% during the first quarter. CBIZ Investment Advisory Services LLC now owns 377 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 322 shares during the last quarter. McElhenny Sheffield Capital Management LLC acquired a new stake in shares of Wells Fargo & Company in the second quarter valued at $27,000. 1248 Management LLC acquired a new stake in shares of Wells Fargo & Company in the first quarter valued at $31,000. Finally, Kilter Group LLC bought a new position in shares of Wells Fargo & Company in the second quarter valued at about $31,000. Institutional investors and hedge funds own 75.90% of the company’s stock.
Analyst Ratings Changes
A number of equities research analysts have commented on the stock. Robert W. Baird reissued an “underperform” rating and set a $90.00 price objective on shares of Wells Fargo & Company in a report on Tuesday. Morgan Stanley increased their price target on shares of Wells Fargo & Company from $95.00 to $97.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 15th. HSBC reissued a “hold” rating and issued a $74.00 price target on shares of Wells Fargo & Company in a report on Wednesday. Wall Street Zen raised Wells Fargo & Company from a “sell” rating to a “hold” rating in a report on Saturday, October 4th. Finally, Weiss Ratings raised Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a research note on Wednesday, October 8th. Twelve analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Wells Fargo & Company currently has an average rating of “Hold” and an average price target of $93.91.
Key Wells Fargo & Company News
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Analyst preview arguing Wells Fargo’s rerating is largely complete and that execution (fee growth, capital returns) should justify a higher valuation; the author raised a $110 target. Wells Fargo Preview Q4 2025: The Rerating Is Done, Now Execution
- Positive Sentiment: TD Cowen raised its price target on WFC from $93 to $102 (hold), signaling incremental analyst confidence and providing near-term upside for the stock. Benzinga
- Positive Sentiment: Zacks and other note writers highlighted Wells Fargo’s history of earnings beats and the firm’s potential to beat again, supporting investor expectations ahead of the quarterly report. Will Wells Fargo (WFC) Beat Estimates Again in Its Next Earnings Report?
- Neutral Sentiment: Wells Fargo research flagged that December CPI—delayed from November—will likely look firmer than the shutdown-softened November print, but still consistent with easing underlying inflation; this is a macro datapoint investors will watch for Fed implications. December CPI rebound expected after shutdown-softened November: Wells Fargo
- Neutral Sentiment: Wells Fargo confirmed its Q4 2025 earnings release date (Jan. 14); the print and guidance will be the immediate catalyst for further moves. Wells-Fargo-to-Announce-Fourth-Quarter-2025-Earnings-on-Jan.-14-2026
- Neutral Sentiment: Wells Fargo published thematic research (e.g., top AI-driven software stocks) — useful for institutional clients but only indirectly relevant to WFC’s share price. Wells Fargo Names Its Top AI-Driven Software Stocks for 2026
- Negative Sentiment: Robert W. Baird downgraded WFC from hold to strong sell (and other notes showed reiterated underperform views), creating downside pressure from institutional desks that disagree with the optimistic re-rating. Wells Fargo downgraded by Baird
- Negative Sentiment: Some outlets noted recent sharper intraday weakness versus the broader market, reflecting ongoing concern that upside is now more dependent on flawless execution and the upcoming quarter’s beat. Wells Fargo (WFC) Sees a More Significant Dip Than Broader Market
Wells Fargo & Company Stock Performance
Shares of Wells Fargo & Company stock opened at $95.64 on Friday. The firm has a fifty day moving average of $89.56 and a two-hundred day moving average of $84.27. The company has a debt-to-equity ratio of 1.07, a quick ratio of 0.84 and a current ratio of 0.84. The stock has a market capitalization of $300.22 billion, a price-to-earnings ratio of 15.73, a PEG ratio of 0.86 and a beta of 1.09. Wells Fargo & Company has a 52 week low of $58.42 and a 52 week high of $97.76.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last posted its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $1.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.55 by $0.18. Wells Fargo & Company had a return on equity of 12.51% and a net margin of 17.18%.The business had revenue of $21.44 billion for the quarter, compared to analyst estimates of $21.11 billion. During the same period last year, the company earned $1.42 EPS. The firm’s revenue was up 5.3% on a year-over-year basis. As a group, equities research analysts predict that Wells Fargo & Company will post 5.89 EPS for the current year.
Wells Fargo & Company Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 7th were given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, November 7th. Wells Fargo & Company’s payout ratio is presently 29.61%.
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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