Dorato Capital Management Takes Position in Wells Fargo & Company $WFC

Dorato Capital Management purchased a new position in shares of Wells Fargo & Company (NYSE:WFC) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,085 shares of the financial services provider’s stock, valued at approximately $632,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in WFC. Private Wealth Group LLC boosted its stake in Wells Fargo & Company by 2.5% during the 4th quarter. Private Wealth Group LLC now owns 4,514 shares of the financial services provider’s stock valued at $421,000 after acquiring an additional 108 shares during the last quarter. Main Street Group LTD grew its holdings 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 acquiring an additional 118 shares in the last quarter. D Orazio & Associates Inc. increased its position in shares of Wells Fargo & Company by 3.6% in 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 during the last quarter. Stonebrook Private Inc. raised its stake in shares of Wells Fargo & Company by 2.7% in the 3rd quarter. Stonebrook Private Inc. now owns 4,511 shares of the financial services provider’s stock valued at $378,000 after purchasing an additional 118 shares in the last quarter. Finally, Hidden Cove Wealth Management LLC raised its stake in shares of 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 purchasing an additional 119 shares in the last quarter. Institutional investors own 75.90% of the company’s stock.

Wells Fargo & Company Price Performance

WFC opened at $80.75 on Friday. 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’s 50-day moving average price is $83.94 and its 200 day moving average price is $86.17. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76. The firm has a market cap of $249.17 billion, a price-to-earnings ratio of 12.88, a price-to-earnings-growth ratio of 0.86 and a beta of 1.06.

Wells Fargo & Company (NYSE:WFC) last issued its earnings results on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, beating 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 quarterly revenue was up 4.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.43 earnings per share. As a group, sell-side analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Sunday, March 1st. Investors of record on Friday, February 6th were issued a $0.45 dividend. The ex-dividend date of this dividend was Friday, February 6th. This represents a $1.80 annualized dividend and a dividend yield of 2.2%. Wells Fargo & Company’s dividend payout ratio (DPR) is 28.71%.

Wells Fargo & Company News Summary

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

• Positive Sentiment: HSBC upgraded WFC from “hold” to “buy” with a $94 price target, giving the stock a near-term positive catalyst and supporting the rally. Article Title
• Neutral Sentiment: Zacks notes rising investor attention in WFC (analysis/flow of interest rather than new fundamental news); this can amplify moves but is not a direct fundamental catalyst. Article Title
• Neutral Sentiment: Wells Fargo analysts trimmed coverage/price targets on other large names (Fiserv, Meta) this week—a sign the firm’s research desks are re‑calibrating multiples across sectors rather than issuing bank‑specific downgrades; this creates mixed headline flow for investors tracking analyst activity. Article Title Article Title
• Negative Sentiment: Morgan Stanley lowered its price target on WFC to $100 — a downward revision that injects some selling pressure and offsets part of the HSBC-driven buying. Article Title
• Negative Sentiment: Wells Fargo’s own equity team lowered its year‑end S&P 500 target and its strategist Ohsung Kwon warned markets will remain volatile in coming months—comments that strengthen a risk‑off backdrop and can cap upside for bank stocks broadly. Article Title Article Title

Analyst Upgrades and Downgrades

WFC has been the subject of a number of research reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $100.00 price target on shares of Wells Fargo & Company in a research note on Thursday, January 15th. Jefferies Financial Group assumed coverage on Wells Fargo & Company in a research note on Thursday, March 26th. They set a “buy” rating and a $100.00 price objective on the stock. HSBC upgraded Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 target price for the company in a research report on Wednesday. Wolfe Research reiterated an “outperform” rating and issued a $109.00 price target on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Finally, Freedom Capital lowered Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. One investment 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, the company currently has an average rating of “Moderate Buy” and a consensus price target of $98.13.

Insider Activity at Wells Fargo & Company

In related news, EVP Ellen R. Patterson sold 60,000 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 169,496 shares in the company, valued at $14,813,950.40. This represents a 26.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Bridget E. Engle sold 30,000 shares of the 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 sale, the executive vice president directly owned 83,478 shares in the company, valued at $7,270,933.80. This represents a 26.44% 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 worth $10,050,000 in the last 90 days. 0.08% of the stock is currently owned by company insiders.

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.