Wells Fargo & Company (NYSE:WFC) Price Target Cut to $100.00 by Analysts at Morgan Stanley

Wells Fargo & Company (NYSE:WFC) had its price target decreased by Morgan Stanley from $108.00 to $100.00 in a research report released on Tuesday,Benzinga reports. Morgan Stanley currently has an equal weight rating on the financial services provider’s stock.

WFC has been the subject of a number of other reports. UBS Group reissued a “buy” rating and issued a $113.00 target price on shares of Wells Fargo & Company in a report on Wednesday, February 4th. Weiss Ratings reiterated a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. Argus increased their price objective on Wells Fargo & Company from $94.00 to $101.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Truist Financial cut their price objective on Wells Fargo & Company from $98.00 to $94.00 and set a “buy” rating for the company in a report on Tuesday, March 17th. Finally, TD Cowen reduced 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 note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $97.13.

Wells Fargo & Company Stock Performance

NYSE WFC opened at $79.52 on Tuesday. Wells Fargo & Company has a twelve month low of $58.42 and a twelve month high of $97.76. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.05. The stock has a market cap of $245.38 billion, a P/E ratio of 12.68, a PEG ratio of 0.82 and a beta of 1.08. The company’s 50-day simple moving average is $84.20 and its 200 day simple moving average is $86.25.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results 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. The firm had revenue of $21.29 billion during the quarter, compared to analysts’ expectations of $21.63 billion. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The company’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.43 earnings per share. As a group, research analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Sunday, March 1st. Investors of record on Friday, February 6th were given a dividend of $0.45 per share. The ex-dividend date was Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a yield of 2.3%. Wells Fargo & Company’s dividend payout ratio is 28.71%.

Insider Activity at Wells Fargo & Company

In other Wells Fargo & Company news, EVP Kleber Santos sold 25,000 shares of Wells Fargo & Company stock in a transaction on Friday, February 20th. The stock was sold at an average price of $87.72, for a total value of $2,193,000.00. Following the completion of the transaction, the executive vice president owned 79,876 shares in the company, valued at approximately $7,006,722.72. The trade was a 23.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Bridget E. Engle sold 30,000 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $87.10, for a total value of $2,613,000.00. Following the completion of the transaction, the executive vice president directly owned 83,478 shares in the company, valued at approximately $7,270,933.80. This represents a 26.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 115,000 shares of company stock valued at $10,050,000 in the last three months. Corporate insiders own 0.14% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in WFC. Godfrey Financial Associates Inc. acquired a new position in shares of Wells Fargo & Company during the fourth quarter worth approximately $25,000. Miller Capital Partners Inc. bought a new stake in shares of Wells Fargo & Company during the fourth quarter valued at approximately $25,000. Navalign LLC acquired a new stake in shares of Wells Fargo & Company in the fourth quarter valued at approximately $26,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Wells Fargo & Company in the third quarter valued at approximately $27,000. Finally, Marquette Asset Management LLC raised its position in Wells Fargo & Company by 472.4% in the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 274 shares during the last quarter. Institutional investors and hedge funds own 75.90% of the company’s stock.

More Wells Fargo & Company News

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

• Positive Sentiment: Broker consensus remains supportive: several broker notes still rate WFC as a buy / moderate-buy, which helps underpin demand for the shares. Wells Fargo & Company (NYSE:WFC) Receives Average Rating of “Moderate Buy” from Brokerages
• Positive Sentiment: Investor income angle: analysis highlighting ~5% capital appreciation potential from WFC.PR.L preferred shares provides an alternate, yield-focused investment route tied to the Wells Fargo franchise. Wells Fargo: 5% Capital Appreciation Potential From WFC.PR.L Preferred Shares
• Positive Sentiment: CEO commentary: Charlie Scharf pushed back on market pessimism, arguing Main Street data remain resilient — messaging that can calm investor fears about credit and consumer fragility. Markets are nervous, but Main Street isn’t: Wells Fargo CEO flags economic disconnect
• Positive Sentiment: Customer engagement research: Wells Fargo’s 2026 Money Study (wide press coverage) highlights consumer behavior and engagement that can support fee businesses and cross‑sell opportunities over time. Wells Fargo 2026 Money Study Reveals Americans Redefining the American Dream; Gen Z leaning on Parents for Financial Support
• Neutral Sentiment: Wells Fargo’s analyst shop remains active: its notes (e.g., raising GE Vernova) show the bank continues to influence sector flows, but these calls are indirect for WFC equity performance. GE Vernova Stock Jumps After Wells Fargo Boosts Price Target
• Neutral Sentiment: Analyst activity elsewhere: Wells Fargo research trimming targets on other companies (Wingstop/Uber) underscores sector-by-sector repositioning but is not a direct signal on WFC fundamentals. Wingstop Stock Near 52-Week Low as Wells Fargo Trims Target to $225
• Neutral Sentiment: Near-term rate/inflation headwinds: commentary and analyst notes (Zacks) remind investors steady Fed rates keep pressure on net interest income growth in the short run. How to Approach Wells Fargo Stock Now as the Fed Keeps Rates Steady?
• Negative Sentiment: Morgan Stanley trimmed its WFC price target (from $108 to $100) and set an equal‑weight rating — a valuation downgrade that can cool near‑term enthusiasm despite the target still implying upside. Morgan Stanley lowers WFC price target to $100 (Benzinga)
• Negative Sentiment: Wells Fargo’s research cut the S&P 500 2026 target to 7,300 citing geopolitical and growth risks — a sign the bank sees elevated macro downside that could pressure trading, markets revenue and overall sentiment. S&P 500 Price Target Slashed to 7,300 by Wells Fargo on ‘Emerging Risk’

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.