Dynasty Wealth Management LLC Increases Stock Holdings in Wells Fargo & Company $WFC

Dynasty Wealth Management LLC raised its position in Wells Fargo & Company (NYSE:WFC) by 43.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,347 shares of the financial services provider’s stock after buying an additional 9,439 shares during the quarter. Dynasty Wealth Management LLC’s holdings in Wells Fargo & Company were worth $2,627,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently modified their holdings of the stock. Hilton Capital Management LLC acquired a new position in shares of Wells Fargo & Company during the second quarter worth $3,656,000. Three Bridge Wealth Advisors LLC acquired a new stake in Wells Fargo & Company in the second quarter worth $364,000. Board of the Pension Protection Fund bought a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $40,000. Synergy Asset Management LLC bought a new stake in shares of Wells Fargo & Company during the third quarter valued at about $10,729,000. Finally, Guggenheim Capital LLC lifted its position in Wells Fargo & Company by 13.2% in the second quarter. Guggenheim Capital LLC now owns 406,303 shares of the financial services provider’s stock worth $32,553,000 after purchasing an additional 47,257 shares during the period. 75.90% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on WFC. Keefe, Bruyette & Woods lifted their target price on shares of Wells Fargo & Company from $92.00 to $101.00 and gave the stock a “market perform” rating in a research report on Wednesday, December 17th. Argus raised their price target on Wells Fargo & Company from $94.00 to $101.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Citigroup upped their price target on Wells Fargo & Company from $85.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, September 23rd. HSBC reiterated a “hold” rating and issued a $74.00 price target on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. Finally, Baird R W downgraded shares of Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 6th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Wells Fargo & Company has a consensus rating of “Hold” and a consensus price target of $94.87.

Wells Fargo & Company Price Performance

NYSE:WFC opened at $88.36 on Tuesday. The firm’s 50-day simple moving average is $90.21 and its 200 day simple moving average is $84.89. The firm has a market cap of $277.37 billion, a price-to-earnings ratio of 14.09, a P/E/G ratio of 0.81 and a beta of 1.09. 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 has a 52 week low of $58.42 and a 52 week high of $97.76.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, beating the consensus estimate of $1.66 by $0.10. The business had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The firm’s revenue was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.43 EPS. As a group, sell-side analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Announces Dividend

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

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo projects net interest income (NII) of about $50B for 2026, citing asset-cap removal, loan growth and stronger markets revenue — a direct positive for future core earnings. Wells Fargo Expects 2026 NII to Reach $50B: What’s Fueling Growth?
• Positive Sentiment: Bank of America highlights WFC’s attractive risk/reward, which can bolster investor confidence and support the stock if sentiment improves. Wells Fargo & Company (WFC)’s Risk/Reward Looks Compelling, Says BofA
• Positive Sentiment: Jim Cramer commented that “when you drill down, the business is doing pretty well,” which can boost retail investor interest and short-term sentiment. Jim Cramer on Wells Fargo: “When You Drill Down, the Business Is Doing Pretty Well”
• Neutral Sentiment: Recent quarterly results were mixed: an EPS beat but a slight revenue shortfall — the quarter shows improving profitability but some top-line softness, which explains split investor reactions.
• Neutral Sentiment: Wells Fargo’s analysts are active on large tech names (recommending buying the dip in Broadcom), reflecting analyst research flow rather than direct impact on WFC’s fundamentals. Wells Fargo Says You Should Buy the Dip in Broadcom Stock
• Neutral Sentiment: Wells Fargo highlights Monolithic Power as a “picks-and-shovels” play tied to Nvidia’s Rubin chips — indicative of analyst sector calls, not WFC-specific drivers. Want to Invest in Nvidia’s Futuristic Rubin Chips? Consider This 1 ‘Picks-and-Shovels’ Stock Instead.
• Neutral Sentiment: Wells Fargo raised DoorDash’s price target (reiterated Equal Weight), showing the firm’s active coverage but minimal direct effect on WFC’s stock. Analysts See Over 30% Upside in DoorDash Inc. (DASH) Despite Margin Uncertainty
• Neutral Sentiment: Coverage noting Wells Fargo’s semiconductor stock picks underscores the bank’s research visibility but doesn’t directly move WFC fundamentals. Wells Fargo Can’t Get Enough of These 2 Semiconductor Stocks
• Negative Sentiment: A Seeking Alpha piece argues Wells Fargo has an “unappealing growth setup,” which can pressure investor expectations for long-term growth and weigh on the multiple. Wells Fargo: Unappealing Growth Setup
• Negative Sentiment: A reported sale of WFC shares by Rep. Julie Johnson may add short-term selling pressure or signal caution to some investors (insider sale headlines often attract attention). Rep. Julie Johnson Sells Wells Fargo & Company (NYSE:WFC) Stock

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.