Aaron Wealth Advisors LLC Has $3.81 Million Stock Holdings in Wells Fargo & Company $WFC

Aaron Wealth Advisors LLC lifted its holdings in Wells Fargo & Company (NYSE:WFC) by 22.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,917 shares of the financial services provider’s stock after buying an additional 7,418 shares during the period. Aaron Wealth Advisors LLC’s holdings in Wells Fargo & Company were worth $3,813,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of WFC. Brighton Jones LLC raised its holdings in shares of Wells Fargo & Company by 62.3% during the fourth quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider’s stock worth $4,652,000 after acquiring an additional 25,436 shares in the last quarter. Jump Financial LLC raised its holdings in shares of Wells Fargo & Company by 12.9% during the second quarter. Jump Financial LLC now owns 22,904 shares of the financial services provider’s stock worth $1,835,000 after acquiring an additional 2,615 shares in the last quarter. Cerity Partners LLC raised its holdings in shares of Wells Fargo & Company by 6.3% during the second quarter. Cerity Partners LLC now owns 939,515 shares of the financial services provider’s stock worth $75,274,000 after acquiring an additional 55,433 shares in the last quarter. Cary Street Partners Financial LLC raised its holdings in shares of Wells Fargo & Company by 120.0% during the second quarter. Cary Street Partners Financial LLC now owns 29,768 shares of the financial services provider’s stock worth $2,385,000 after acquiring an additional 16,239 shares in the last quarter. Finally, Navis Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company during the second quarter worth $258,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Insider Activity

In related news, EVP Bridget E. Engle sold 30,000 shares of Wells Fargo & Company stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the sale, the executive vice president directly owned 83,478 shares of the company’s stock, valued at $7,270,933.80. This trade represents a 26.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kleber Santos sold 25,000 shares of Wells Fargo & Company stock in a transaction dated 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 sale, the executive vice president directly owned 79,876 shares in the company, valued at approximately $7,006,722.72. This trade represents a 23.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 115,000 shares of company stock valued at $10,050,000. 0.08% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Argus increased their price objective on Wells Fargo & Company from $94.00 to $101.00 and gave the stock a “buy” rating in a report 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. Robert W. Baird upgraded Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 target price on the stock in a report on Friday, February 13th. UBS Group restated a “buy” rating and set a $113.00 target price on shares of Wells Fargo & Company in a report on Wednesday, February 4th. Finally, JPMorgan Chase & Co. raised their target price on Wells Fargo & Company from $99.00 to $99.50 and gave the company a “neutral” rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Wells Fargo & Company currently has an average rating of “Moderate Buy” and a consensus price target of $98.13.

Key Wells Fargo & Company News

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

• Positive Sentiment: Wells Fargo Investment Institute no longer expects Fed rate cuts in 2026, a shift that implies higher-for-longer rates and can support banks’ net interest margins and earnings. Read More.
• Positive Sentiment: US payrolls showed continued job growth and a lower unemployment rate, reinforcing the view of a resilient economy and reducing near-term odds of Fed easing — another tailwind for bank profitability. Read More.
• Positive Sentiment: Income-focused investors are being reminded of Wells Fargo’s dividend appeal, with coverage highlighting WFC as an attractive dividend stock — this can support demand from yield-seeking holders. Read More.
• Neutral Sentiment: Analyst views are being rebalanced: Wells Fargo’s fair value estimate moved only slightly (to ~$99.30) and analysts are split — some raising targets into the low $100s while others trim upside. That mixed but active coverage can increase trading interest even if it doesn’t change the fundamental picture dramatically. Read More.
• Neutral Sentiment: Wells Fargo research teams remain active across sectors (for example, initiating coverage of Boeing), which helps the bank’s institutional franchise but is only indirectly relevant to WFC’s stock performance. Read More.
• Negative Sentiment: Wells Fargo Investment Institute downgraded the energy sector to “unfavorable,” signaling caution about parts of the market and geopolitical drag; this reflects a more cautious macro overlay that could temper risk appetite in broader bank-related flows. Read More.

Wells Fargo & Company Price Performance

NYSE WFC opened at $81.78 on Tuesday. The firm has a market cap of $252.34 billion, a P/E ratio of 13.04, a price-to-earnings-growth ratio of 0.86 and a beta of 1.06. The stock’s 50-day moving average is $83.69 and its two-hundred day moving average is $86.22. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.90.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.10. The company had revenue of $21.29 billion for the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The firm’s revenue was up 4.5% compared to the same quarter last year. During the same period last year, the business posted $1.43 earnings per share. On average, analysts anticipate 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. Stockholders of record on Friday, February 6th were given a $0.45 dividend. This represents a $1.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, February 6th. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 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.