Ferguson Wellman Capital Management Inc. Acquires 11,859 Shares of Wells Fargo & Company $WFC

Ferguson Wellman Capital Management Inc. grew its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 1.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 935,821 shares of the financial services provider’s stock after purchasing an additional 11,859 shares during the period. Wells Fargo & Company comprises 1.3% of Ferguson Wellman Capital Management Inc.’s holdings, making the stock its 23rd largest holding. Ferguson Wellman Capital Management Inc.’s holdings in Wells Fargo & Company were worth $78,441,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Livforsakringsbolaget Skandia Omsesidigt grew its position in Wells Fargo & Company by 2,735,254.3% during the second quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 949,769,723 shares of the financial services provider’s stock worth $76,095,550,000 after buying an additional 949,735,001 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Wells Fargo & Company by 0.4% during the 2nd quarter. Vanguard Group Inc. now owns 302,092,955 shares of the financial services provider’s stock valued at $24,203,688,000 after acquiring an additional 1,341,222 shares during the period. Norges Bank bought a new stake in shares of Wells Fargo & Company during the 2nd quarter valued at $3,990,551,000. Massachusetts Financial Services Co. MA grew its holdings in shares of Wells Fargo & Company by 54.9% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider’s stock worth $1,332,851,000 after purchasing an additional 5,894,747 shares in the last quarter. Finally, Amundi increased its position in shares of Wells Fargo & Company by 18.2% in the second quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock worth $1,165,868,000 after purchasing an additional 2,180,693 shares during the period. 75.90% of the stock is currently owned by institutional investors and hedge funds.

More 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

Wall Street Analyst Weigh In

WFC has been the topic of a number of analyst reports. Evercore ISI reiterated an “outperform” rating and set a $110.00 price objective on shares of Wells Fargo & Company in a research note on Tuesday. Citigroup increased their price target on shares of Wells Fargo & Company from $85.00 to $90.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 23rd. Cfra Research raised shares of Wells Fargo & Company to a “moderate buy” rating in a research note on Wednesday, October 15th. Weiss Ratings upgraded Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a research note on Wednesday, October 8th. Finally, Dbs Bank raised Wells Fargo & Company to a “moderate buy” rating in a report on Tuesday, October 21st. Twelve analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $93.91.

Wells Fargo & Company Stock Performance

NYSE WFC opened at $95.64 on Friday. The firm’s fifty day moving average price is $89.56 and its two-hundred day moving average price is $84.27. The stock has a market cap of $300.22 billion, a PE ratio of 15.73, a PEG ratio of 0.86 and a beta of 1.09. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76. The company has a debt-to-equity ratio of 1.07, a quick ratio of 0.84 and a current ratio of 0.84.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $1.73 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $21.44 billion during the quarter, compared to analysts’ expectations of $21.11 billion. During the same period in the prior year, the company earned $1.42 EPS. Wells Fargo & Company’s revenue was up 5.3% compared to the same quarter last year. On average, equities analysts expect that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 7th were paid a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Friday, November 7th. Wells Fargo & Company’s dividend payout ratio (DPR) is presently 29.61%.

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.