Cullen Investment Group LTD. Buys 79,109 Shares of Wells Fargo & Company $WFC

Cullen Investment Group LTD. raised its stake in Wells Fargo & Company (NYSE:WFC) by 653.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,207 shares of the financial services provider’s stock after acquiring an additional 79,109 shares during the quarter. Wells Fargo & Company comprises approximately 1.1% of Cullen Investment Group LTD.’s investment portfolio, making the stock its 21st biggest holding. Cullen Investment Group LTD.’s holdings in Wells Fargo & Company were worth $8,751,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Private Wealth Group LLC increased its holdings 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 purchasing an additional 108 shares in the last quarter. Main Street Group LTD raised its position in Wells Fargo & Company by 36.9% in 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 during the last quarter. D Orazio & Associates Inc. lifted its holdings 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 buying an additional 118 shares in the last quarter. Stonebrook Private Inc. lifted its holdings 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 buying an additional 118 shares in the last quarter. Finally, Hidden Cove Wealth Management LLC boosted its position in Wells Fargo & Company by 2.0% in the 3rd quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock valued at $499,000 after buying an additional 119 shares during the last quarter. 75.90% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Wells Fargo & Company

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

• Positive Sentiment: Analysts expect solid Q1 results and double‑digit profit growth heading into earnings season, supporting confidence that Wells Fargo can sustain earnings momentum. Wells Fargo’s Q1 2026 Earnings: What to Expect
• Positive Sentiment: Active options/trading ideas tied to WFC (example: a covered‑put/put‑selling trade pitched by analysts) signal investor income strategies and can mechanically support the share price by encouraging buy/hold positions. Wells Fargo Trade Idea
• Positive Sentiment: Wells Fargo’s $2.25M grant to the ICA Fund under its Open for Business Growth initiative is a modest positive for reputation and community lending visibility, which can help local deposit/growth narratives. ICA Fund Announces $2.25 Million in New Funding
• Neutral Sentiment: Wells Fargo research activity remains high (example: a raised price target on Cheniere Energy) — shows the firm’s capital‑markets/research presence but has limited direct impact on WFC’s fundamentals. Wells Fargo Research on Cheniere Energy
• Neutral Sentiment: Broader market/commentary from Wells Fargo economists (e.g., commentary on weak 2‑year auctions and “bunker mentality”) influences rate expectations and bank net interest margin outlooks but is not an immediate WFC‑specific catalyst. Wells Fargo Economist on Two‑Year Note Auction
• Negative Sentiment: CEO Charlie Scharf warned of potential credit losses as private‑credit strains (withdrawal restrictions) create spillover risk — a direct investor concern because higher credit losses would pressure provisions and profitability. CEO Warns of Credit Losses
• Negative Sentiment: Analyst sentiment has softened in places: selective price‑target trims and lowered expectations from firms such as Truist and reports noting reduced Street expectations introduce downside risk to near‑term sentiment. Analyst Revisions and Investor Guidance Goldman Lowers Expectations
• Negative Sentiment: Industry reporting on banks’ exposure to private‑credit stress highlights structural risk that could lead to higher provisions or slower fee growth if the private‑credit dislocation deepens. WSJ: Private Credit Meltdown

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. The Goldman Sachs Group lowered their target price on Wells Fargo & Company from $109.00 to $93.00 and set a “buy” rating for the company in a research note on Monday. HSBC reiterated a “hold” rating and issued a $74.00 price target on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Wolfe Research reiterated an “outperform” rating and issued a $109.00 price objective on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. Keefe, Bruyette & Woods boosted their price objective on 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, Barclays raised their target price on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Thirteen research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, Wells Fargo & Company currently has a consensus rating of “Moderate Buy” and an average price target of $96.82.

Insider Transactions at Wells Fargo & Company

In other news, EVP Ellen R. Patterson sold 60,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $87.40, for a total value 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. This represents a 26.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Kleber Santos sold 25,000 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the completion of the sale, the executive vice president owned 79,876 shares in the company, valued at $7,006,722.72. This represents a 23.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 115,000 shares of company stock worth $10,050,000. 0.08% of the stock is currently owned by company insiders.

Wells Fargo & Company Stock Performance

WFC stock opened at $80.24 on Thursday. 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 company has a market cap of $247.58 billion, a P/E ratio of 12.80, a price-to-earnings-growth ratio of 0.87 and a beta of 1.08. The business’s fifty day moving average is $84.99 and its 200-day moving average is $86.28.

Wells Fargo & Company (NYSE:WFC) last announced 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. The business had revenue of $21.29 billion during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 4.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.43 earnings per share. Equities research analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 6th were given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Friday, February 6th. Wells Fargo & Company’s payout ratio is presently 28.71%.

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.