Wells Fargo & Company (NYSE:WFC) Price Target Lowered to $105.00 at Evercore ISI

Wells Fargo & Company (NYSE:WFC) had its target price decreased by Evercore ISI from $110.00 to $105.00 in a research report sent to investors on Thursday, MarketBeat reports. Evercore ISI currently has an outperform rating on the financial services provider’s stock.

A number of other research analysts have also recently weighed in on WFC. HSBC reaffirmed a “hold” rating and issued a $74.00 price objective on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Morgan Stanley lifted their price target on 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. Baird R W downgraded Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 6th. Weiss Ratings raised Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a report on Wednesday, October 8th. Finally, CICC Research initiated coverage on Wells Fargo & Company in a research note on Wednesday. They set a “market perform” rating and a $96.00 target price for the company. Thirteen analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $94.87.

Wells Fargo & Company Stock Performance

Shares of WFC stock opened at $88.80 on Thursday. The stock has a market cap of $278.75 billion, a PE ratio of 14.16, a price-to-earnings-growth ratio of 0.82 and a beta of 1.09. The business has a 50-day simple moving average of $90.12 and a 200-day simple moving average of $84.75. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.05. Wells Fargo & Company has a 52-week low of $58.42 and a 52-week high of $97.76.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The company had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same period in the previous year, the company posted $1.43 earnings per share. Wells Fargo & Company’s revenue for the quarter was up 4.5% on a year-over-year basis. On average, equities analysts expect that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were given a $0.45 dividend. This represents a $1.80 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Friday, November 7th. Wells Fargo & Company’s payout ratio is currently 29.61%.

Institutional Investors Weigh In On Wells Fargo & Company

Several large investors have recently added to or reduced their stakes in WFC. Brighton Jones LLC grew its stake in shares of Wells Fargo & Company by 62.3% in the fourth quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider’s stock worth $4,652,000 after acquiring an additional 25,436 shares in the last quarter. Balefire LLC acquired a new position in Wells Fargo & Company during the 2nd quarter worth $295,000. Sunpointe LLC increased its holdings in Wells Fargo & Company by 4.8% during the 2nd quarter. Sunpointe LLC now owns 3,866 shares of the financial services provider’s stock worth $310,000 after purchasing an additional 178 shares during the period. Financial Management Network Inc. acquired a new stake in Wells Fargo & Company in the 2nd quarter valued at about $315,000. Finally, Sunflower Bank N.A. grew its position in shares of Wells Fargo & Company by 9.6% during the second quarter. Sunflower Bank N.A. now owns 8,088 shares of the financial services provider’s stock worth $648,000 after buying an additional 708 shares in the last quarter. 75.90% of the stock is owned by hedge funds and other institutional investors.

Key Wells Fargo & Company News

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

• Positive Sentiment: EPS beat and profit rise — Wells Fargo reported Q4 EPS above consensus and net income growth driven by higher net interest income, showing core profitability improvement. Wells Fargo Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Post‑asset‑cap growth runway — Management highlighted early balance-sheet expansion after the Fed lifted the asset cap (assets up ~11%), supporting management’s push into growth initiatives (cards, wealth, AI). This underpins medium‑term revenue potential. Wells Fargo Grew Assets by 11% After Fed Lifted Asset Cap
• Positive Sentiment: Wealth management tailwind — A strong bull market lifted fee revenue in the wealth unit, helping offset weakness elsewhere. This provides a diversified revenue stream if markets hold. Bull Market for Stocks Lifts Wells Fargo’s Wealth Unit
• Neutral Sentiment: Mixed analyst reactions — Following the quarter multiple firms adjusted targets and ratings (some trims, some raises); consensus remains around a “hold” with modest upside, so analyst activity is unlikely to sharply alter sentiment alone. These Analysts Revise Their Forecasts On Wells Fargo Following Q4 Earnings
• Neutral Sentiment: Earnings call context — Management emphasized a shift toward growth and said the bank can compete on a “more level playing field” in 2026; investors should watch 2026 NII guidance and execution on cost cuts. Wells Fargo CEO Says Bank Can Compete On ‘More Level Playing Field’ In 2026
• Negative Sentiment: Revenue miss and severance drag — Revenue fell short of expectations and the quarter included roughly $612M of severance, which weighed on reported results and raised questions about near‑term operating leverage. That combination triggered the post‑earnings pullback. Wells Fargo (WFC) Stock: Earnings Miss Sends Shares Down After Strong 2025
• Negative Sentiment: Policy overhang on card rates — Broader sector risk from a proposed cap on credit‑card interest rates (10% headline) is an overhang; even if unlikely to pass easily, it increases uncertainty about future card revenue and has pressured bank stocks. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Negative Sentiment: Market reaction and sector weakness — WFC shares slipped after results and the bank’s miss contributed to broader index weakness on bank earnings day; short‑term volatility is likely to persist until guidance clarity and cost progress reassure investors. Wall Street Powers Nation’s Biggest Banks to Record Year

Wells Fargo & Company 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.