Rep. Julie Johnson Sells Off Shares of Wells Fargo & Company (NYSE:WFC)

Representative Julie Johnson (D-Texas) recently sold shares of Wells Fargo & Company (NYSE:WFC). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Wells Fargo & Company stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Wells Fargo & Company Trading Down 0.7%

Shares of WFC stock opened at $88.36 on Monday. Wells Fargo & Company has a 1 year low of $58.42 and a 1 year high of $97.76. The firm has a market capitalization of $277.37 billion, a PE ratio of 14.09, a price-to-earnings-growth ratio of 0.81 and a beta of 1.09. The stock has a fifty day moving average of $90.17 and a two-hundred day moving average of $84.85. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.84 and a current ratio of 0.90.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 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 for the quarter, compared to analyst estimates of $21.63 billion. During the same period last year, the company earned $1.43 earnings per share. The company’s quarterly revenue was up 4.5% compared to the same quarter last year. As a group, research analysts expect that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were paid a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, November 7th. This represents a $1.80 annualized dividend and a yield of 2.0%. Wells Fargo & Company’s payout ratio is presently 28.71%.

Analyst Ratings Changes

Several analysts have recently weighed in on WFC shares. Keefe, Bruyette & Woods upped their price objective on Wells Fargo & Company from $92.00 to $101.00 and gave the company a “market perform” rating in a report on Wednesday, December 17th. Weiss Ratings upgraded shares of Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a research report on Wednesday, October 8th. TD Cowen reduced their price objective on shares of Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a research report on Thursday. Cowen reaffirmed a “hold” rating on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Finally, Barclays boosted their target price on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Thirteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Wells Fargo & Company currently has a consensus rating of “Hold” and an average price target of $94.87.

Wells Fargo & Company News Roundup

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

• Positive Sentiment: Asset‑cap lift enabling growth — management is ramping lending and growth initiatives now that the Fed’s asset cap is gone, which supports higher future loan volumes and revenue potential. Freed from Asset Cap, Wells Fargo Ramps up Lending
• Positive Sentiment: Q4 EPS beat — Wells Fargo reported EPS above consensus (helping underlying profitability) even as revenue missed estimates; management flagged improving core profitability and stronger wealth results. Wells Fargo posts earnings beat but revenue misses expectations
• Positive Sentiment: Insider/insider‑adjacent buying — a disclosed purchase by Sen. John Boozman was reported, which some investors view as a modest signal of confidence. Sen. John Boozman Buys Wells Fargo & Company Shares
• Neutral Sentiment: Analyst reactions are mixed — several firms revised price targets and ratings after Q4 (some trims, some raises); consensus remains around a “hold”/modest upside, creating balanced near‑term analyst flow rather than a uniform boost. These Analysts Revise Their Forecasts On Wells Fargo Following Q4 Earnings
• Neutral Sentiment: New coverage and broader industry commentary — CICC initiated coverage and major outlets highlighted sector‑wide strength in trading and wealth, which could support longer‑term estimates but doesn’t remove near‑term uncertainty. Wells Fargo Coverage Initiated at CICC Research
• Negative Sentiment: Revenue missed and severance dragged on profits — commentary and reporting pointed to material severance and restructuring charges that pressured reported profit and prompted concern about near‑term earnings quality. Wells Fargo misses profit estimates on severance costs, shares fall
• Negative Sentiment: Sector and policy overhang — bank stocks broadly pulled back after earnings, and proposals to cap credit‑card rates have emerged as a regulatory risk that could hit consumer finance revenue if enacted. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Negative Sentiment: Housing sentiment softens — the NAHB/Wells Fargo Housing Market Index fell unexpectedly in January, a modest negative for mortgage origination outlooks and related loan growth. U.S. Homebuilder Confidence Unexpectedly Deteriorates In January

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake 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 buying an additional 1,341,222 shares during the period. Norges Bank purchased a new stake in shares of Wells Fargo & Company during the second quarter worth $3,990,551,000. Capital Research Global Investors boosted its position in Wells Fargo & Company by 18.6% during the third quarter. Capital Research Global Investors now owns 35,660,903 shares of the financial services provider’s stock valued at $2,989,104,000 after purchasing an additional 5,584,930 shares during the last quarter. Legal & General Group Plc grew its stake in Wells Fargo & Company by 1.9% in the third quarter. Legal & General Group Plc now owns 21,009,237 shares of the financial services provider’s stock valued at $1,760,994,000 after purchasing an additional 399,088 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its stake in Wells Fargo & Company by 7.4% in the third quarter. Massachusetts Financial Services Co. MA now owns 17,859,680 shares of the financial services provider’s stock valued at $1,496,998,000 after purchasing an additional 1,223,999 shares in the last quarter. 75.90% of the stock is owned by hedge funds and other institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.