Wells Fargo & Company $WFC Shares Bought by AlphaQuest LLC

AlphaQuest LLC lifted its stake in shares of Wells Fargo & Company (NYSE:WFC) by 1,121.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,079 shares of the financial services provider’s stock after acquiring an additional 22,107 shares during the period. AlphaQuest LLC’s holdings in Wells Fargo & Company were worth $2,018,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WFC. Norges Bank purchased a new position in shares of Wells Fargo & Company during the second quarter valued at approximately $3,990,551,000. Massachusetts Financial Services Co. MA raised its holdings in Wells Fargo & Company by 54.9% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider’s stock valued at $1,332,851,000 after acquiring an additional 5,894,747 shares during the last quarter. Amundi raised its holdings in 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 acquiring an additional 2,180,693 shares during the last quarter. Laurel Wealth Advisors LLC lifted its stake in shares of Wells Fargo & Company by 8,010.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,973,730 shares of the financial services provider’s stock worth $158,135,000 after purchasing an additional 1,949,395 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Wells Fargo & Company by 939.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,920,799 shares of the financial services provider’s stock worth $153,894,000 after purchasing an additional 1,736,036 shares during the period. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Key Stories Impacting 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 Performance

NYSE:WFC opened at $90.50 on Friday. Wells Fargo & Company has a twelve month low of $58.42 and a twelve month high of $97.76. The firm has a market capitalization of $284.08 billion, a price-to-earnings ratio of 14.43, a PEG ratio of 0.99 and a beta of 1.09. The company has a current ratio of 0.90, a quick ratio of 0.84 and a debt-to-equity ratio of 1.05. The firm’s fifty day simple moving average is $90.91 and its 200 day simple moving average is $85.21.

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, 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 previous year, the firm posted $1.43 earnings per share. The firm’s quarterly revenue was up 4.5% on a year-over-year basis. As a group, equities research analysts expect 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. Shareholders of record on Friday, February 6th will be issued a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Friday, February 6th. Wells Fargo & Company’s dividend payout ratio is currently 28.71%.

Analyst Ratings Changes

Several equities analysts recently commented on WFC shares. Robert W. Baird lowered Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 6th. Freedom Capital lowered Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. UBS Group dropped their price objective on shares of Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating for the company in a research note on Tuesday, October 7th. Keefe, Bruyette & Woods increased their price objective 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. Finally, TD Cowen decreased their target price on shares of Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating on the stock in a research report on Thursday, January 15th. Thirteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $94.87.

About Wells Fargo & Company

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.