Brookwood Investment Group LLC Takes Position in Wells Fargo & Company $WFC

Brookwood Investment Group LLC acquired a new stake in Wells Fargo & Company (NYSE:WFC) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 7,973 shares of the financial services provider’s stock, valued at approximately $743,000.

A number of other institutional investors have also modified their holdings of the company. Private Wealth Group LLC grew its stake in shares of Wells Fargo & Company by 2.5% in the fourth quarter. Private Wealth Group LLC now owns 4,514 shares of the financial services provider’s stock valued at $421,000 after buying an additional 108 shares in the last quarter. Main Street Group LTD grew its stake in Wells Fargo & Company by 36.9% during the 3rd quarter. Main Street Group LTD now owns 438 shares of the financial services provider’s stock worth $37,000 after purchasing an additional 118 shares in the last quarter. D Orazio & Associates Inc. grew its stake in Wells Fargo & Company by 3.6% during the 3rd quarter. D Orazio & Associates Inc. now owns 3,436 shares of the financial services provider’s stock worth $288,000 after purchasing an additional 118 shares in the last quarter. Stonebrook Private Inc. grew its stake in Wells Fargo & Company by 2.7% during the 3rd quarter. Stonebrook Private Inc. now owns 4,511 shares of the financial services provider’s stock worth $378,000 after purchasing an additional 118 shares in the last quarter. Finally, Hidden Cove Wealth Management LLC grew its stake in Wells Fargo & Company by 2.0% during the 3rd quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock worth $499,000 after purchasing an additional 119 shares in the last quarter. 75.90% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently commented on WFC. Argus boosted their target price 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. Keefe, Bruyette & Woods boosted their target price on Wells Fargo & Company from $92.00 to $101.00 and gave the stock a “market perform” rating in a research note on Wednesday, December 17th. Barclays boosted their target price on Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. CICC Research began coverage on Wells Fargo & Company in a research note on Wednesday, January 14th. They set a “market perform” rating and a $96.00 target price for the company. Finally, HSBC raised Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 target price for the company in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $97.70.

Wells Fargo & Company Stock Down 0.7%

Shares of NYSE WFC opened at $85.43 on Friday. The company has a market capitalization of $263.62 billion, a price-to-earnings ratio of 13.63, a price-to-earnings-growth ratio of 0.96 and a beta of 1.06. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.90. The business has a 50-day moving average of $83.29 and a two-hundred day moving average of $86.19. Wells Fargo & Company has a 1 year low of $59.65 and a 1 year high of $97.76.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results 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. The company had revenue of $21.29 billion during 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%.Wells Fargo & Company’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.43 EPS. On average, 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. Shareholders of record on Friday, February 6th were issued a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Friday, February 6th. Wells Fargo & Company’s payout ratio is 28.71%.

More Wells Fargo & Company News

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

• Positive Sentiment: Several analysts have nudged Q1 earnings/revenue estimates higher and highlighted incremental strength ahead of the April 14 report; management changes (new head of Business Banking) are being viewed as constructive. Wells Fargo Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Positive Sentiment: Broader market relief after a temporary ceasefire in the Middle East pushed oil prices lower and lifted bank stocks, giving Wells Fargo a short-term boost ahead of earnings. Wells Fargo (WFC) Stock Trades Up, Here Is Why
• Neutral Sentiment: Pre-earnings previews expect solid revenue and EPS growth but flag mortgage volume/margin weakness and higher credit costs as offsets — this creates binary risk: beat could lift the shares, a miss or weak guidance could pressure them. Wells Fargo Q1 Earnings on the Deck: What’s in Store for the Stock?
• Neutral Sentiment: Deeper previews examine key metrics beyond headline EPS — look for details on net interest margin, mortgage pipelines, trading revenue and loan-loss provisioning for clearer direction. Countdown to Wells Fargo (WFC) Q1 Earnings: Wall Street Forecasts for Key Metrics
• Neutral Sentiment: Sector-wide previews (JPM, C, WFC) suggest banks could benefit from easing macro oil/geo fears, but risks to asset quality and rising costs remain a moderating factor. What Can Investors Expect from Bank Earnings?
• Negative Sentiment: JPMorgan cut its price target on WFC (flagging bank-sector volatility and risks), which can amplify downside if Wells Fargo misses or issues cautious guidance. JPMorgan Trims Wells Fargo & Company (WFC) Target, Flags Volatility Risks for Banks
• Negative Sentiment: Separate reports note pessimistic near-term forecasts for WFC from some sell-side commentary — negative headlines or analyst downgrades ahead of earnings could pressure the share price. JPMorgan Chase & Co. Issues Pessimistic Forecast for Wells Fargo & Company (NYSE:WFC) Stock Price
• Negative Sentiment: Despite occasional daily gains, Wells Fargo has recently underperformed peers — an underperformance trend can weigh on sentiment if earnings don’t show clear improvement. Wells Fargo & Co. stock underperforms Thursday when compared to competitors despite daily gains

Insiders Place Their Bets

In other Wells Fargo & Company news, EVP Ellen R. Patterson sold 60,000 shares of Wells Fargo & Company stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the completion of the sale, the executive vice president directly owned 169,496 shares of the company’s stock, valued at $14,813,950.40. The trade was a 26.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 of the company’s stock, valued at $7,006,722.72. This trade represents a 23.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 115,000 shares of company stock valued at $10,050,000 in the last ninety days. Insiders own 0.14% of the company’s stock.

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.