Foundations Investment Advisors LLC Lowers Holdings in Wells Fargo & Company $WFC

Foundations Investment Advisors LLC reduced its stake in Wells Fargo & Company (NYSE:WFC) by 21.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 34,483 shares of the financial services provider’s stock after selling 9,362 shares during the period. Foundations Investment Advisors LLC’s holdings in Wells Fargo & Company were worth $2,890,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Access Investment Management LLC purchased a new stake in Wells Fargo & Company during the 2nd quarter worth approximately $25,000. Marquette Asset Management LLC boosted its position in shares of Wells Fargo & Company by 472.4% during the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after acquiring an additional 274 shares in the last quarter. McElhenny Sheffield Capital Management LLC acquired a new position in shares of Wells Fargo & Company in the 2nd quarter valued at $27,000. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Wells Fargo & Company in the 3rd quarter valued at about $30,000. Finally, Kilter Group LLC acquired a new stake in shares of Wells Fargo & Company in the second quarter valued at approximately $31,000. 75.90% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on WFC. HSBC reaffirmed a “hold” rating and set a $74.00 price objective on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. Evercore ISI decreased their price objective on shares of Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating on the stock in a research report on Thursday, January 15th. UBS Group dropped their price target on Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating for the company in a research report on Tuesday, October 7th. Finally, Wolfe Research reiterated an “outperform” rating and set a $109.00 price target on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Thirteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $94.87.

Wells Fargo & Company Stock Down 0.2%

Shares of NYSE WFC opened at $90.50 on Friday. 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 1 year low of $58.42 and a 1 year high of $97.76. The stock’s 50-day simple moving average is $90.91 and its 200-day simple moving average is $85.21. The firm has a market cap of $284.08 billion, a price-to-earnings ratio of 14.43, a PEG ratio of 0.99 and a beta of 1.09.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share 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 firm had revenue of $11.97 billion during the quarter, compared to analyst estimates of $21.63 billion. During the same quarter last year, the firm earned $1.43 EPS. Wells Fargo & Company’s quarterly revenue was up 4.5% on a year-over-year basis. As a group, equities analysts anticipate that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, February 6th. Wells Fargo & Company’s payout ratio is 28.71%.

Key Wells Fargo & Company News

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

• Positive Sentiment: Strong middle‑market lending / private credit deal flow — Wells Fargo‑linked ventures reported sizable origination totals that support fee income and lending growth. Truist and Evercore lower Wells Fargo (WFC) price targets, stay bullish
• Positive Sentiment: Wells Fargo/Centerbridge direct‑lending venture has originated >$7B and a related Overland partnership financed ~$4B in 2025 — signals growing non‑interest income and diversification into private credit. Wells Fargo and Centerbridge Venture Has Inked $7 Billion in Deals
• Neutral Sentiment: Wells Fargo launched an in‑house proxy‑voting system — may reduce reliance on third‑party advisers and regulatory friction, but the near‑term financial impact is limited. Wells Fargo Launches In-House Voting System To Cut Reliance On Proxy Advisors
• Neutral Sentiment: Wells Fargo research is active and visible (e.g., raised Broadcom target, maintained calls on Comcast/Mosaic); useful for fee/flow businesses but not an immediate driver of WFC’s valuation. Wells Fargo Boosts Broadcom (AVGO) Price Target on New Growth Catalysts
• Neutral Sentiment: Wells Fargo analysts flagged a potential slowdown in AI capex in coming quarters — relevant to market tech exposure but an indirect factor for WFC. The $600 billion wave of AI ‘capex’ growth boosting tech stocks will slow down this year or next, analysts warn
• Negative Sentiment: CEO Charlie Scharf’s total pay rose ~28% to $40M for 2025 — a governance/cost signal that can provoke investor pushback despite management saying pay reflects progress on regulatory issues. Wells Fargo CEO Charlie Scharf gets 28% pay boost to $40 million
• Negative Sentiment: Cited broker/analyst moves: some firms trimmed Wells Fargo price targets (Truist, Evercore references), which can cap near‑term upside and weigh on sentiment. Truist and Evercore lower Wells Fargo (WFC) price targets, stay bullish

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.