National Pension Service Has $556.18 Million Stock Position in Wells Fargo & Company $WFC

National Pension Service lifted its stake in Wells Fargo & Company (NYSE:WFC) by 3.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,635,396 shares of the financial services provider’s stock after purchasing an additional 218,361 shares during the period. National Pension Service owned 0.21% of Wells Fargo & Company worth $556,179,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in Wells Fargo & Company by 0.4% in the second quarter. Vanguard Group Inc. now owns 302,092,955 shares of the financial services provider’s stock valued at $24,203,688,000 after purchasing an additional 1,341,222 shares in the last quarter. Norges Bank bought a new position in shares of Wells Fargo & Company during the second quarter worth $3,990,551,000. Massachusetts Financial Services Co. MA grew its holdings in shares of Wells Fargo & Company by 7.4% in the 3rd 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 buying an additional 1,223,999 shares during the period. Amundi increased its position in shares of Wells Fargo & Company by 18.2% in the 2nd quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock valued at $1,165,868,000 after buying an additional 2,180,693 shares in the last quarter. Finally, Pzena Investment Management LLC raised its stake in Wells Fargo & Company by 5.5% during the 2nd quarter. Pzena Investment Management LLC now owns 10,371,812 shares of the financial services provider’s stock worth $830,990,000 after buying an additional 542,493 shares during the period. 75.90% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. CICC Research initiated coverage on Wells Fargo & Company in a report on Wednesday, January 14th. They set a “market perform” rating and a $96.00 target price on the stock. Wolfe Research reiterated an “outperform” rating and set a $109.00 price objective on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Keefe, Bruyette & Woods raised 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 report on Wednesday, December 17th. Cfra Research upgraded shares of Wells Fargo & Company to a “moderate buy” rating in a report on Wednesday, October 15th. Finally, Bank of America increased their price objective on shares of Wells Fargo & Company from $92.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. Thirteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Wells Fargo & Company has an average rating of “Moderate Buy” and an average target price of $94.87.

Trending Headlines about Wells Fargo & Company

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 Stock Down 0.2%

WFC stock opened at $90.50 on Friday. The company has a market cap of $284.08 billion, a price-to-earnings ratio of 14.43, a P/E/G ratio of 0.99 and a beta of 1.09. Wells Fargo & Company has a twelve month low of $58.42 and a twelve month high of $97.76. The business has a 50 day moving average price of $90.91 and a two-hundred day moving average price of $85.21. 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 (NYSE:WFC) last announced its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping 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 $11.97 billion for the quarter, compared to analysts’ expectations of $21.63 billion. During the same quarter in the prior year, the business posted $1.43 EPS. The business’s revenue was up 4.5% compared to the same quarter last year. Analysts anticipate that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The company also recently announced 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 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, February 6th. Wells Fargo & Company’s dividend payout ratio (DPR) is 28.71%.

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.