Wells Fargo & Company (NYSE:WFC) Price Target Lowered to $105.00 at Evercore ISI

Wells Fargo & Company (NYSE:WFC) had its target price reduced by stock analysts at Evercore ISI from $110.00 to $105.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has an “outperform” rating on the financial services provider’s stock. Evercore ISI’s price target points to a potential upside of 17.88% from the stock’s current price.

A number of other research analysts have also weighed in on the stock. Dbs Bank raised shares of Wells Fargo & Company to a “moderate buy” rating in a research note on Tuesday, October 21st. Truist Financial reduced their price objective on Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating on the stock in a research note on Thursday. HSBC reaffirmed a “hold” rating and set a $74.00 target price on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. Wall Street Zen raised Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Saturday, October 4th. Finally, Robert W. Baird restated an “underperform” rating and set a $90.00 price objective on shares of Wells Fargo & Company in a report on Tuesday, January 6th. Thirteen analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $94.97.

Wells Fargo & Company Price Performance

NYSE:WFC traded down $0.17 during trading hours on Thursday, reaching $89.08. 2,260,472 shares of the company’s stock were exchanged, compared to its average volume of 14,708,029. Wells Fargo & Company has a 12 month low of $58.42 and a 12 month high of $97.76. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.07. The company has a market capitalization of $279.62 billion, a P/E ratio of 14.67, a price-to-earnings-growth ratio of 0.86 and a beta of 1.09. The business’s 50-day simple moving average is $90.07 and its two-hundred day simple moving average is $84.72.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings data 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 business had revenue of $21.29 billion for the quarter, compared to analyst estimates of $21.63 billion. Wells Fargo & Company had a return on equity of 12.51% and a net margin of 17.18%.The firm’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.43 EPS. Sell-side analysts expect that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the stock. Access Investment Management LLC acquired a new position in Wells Fargo & Company during the second quarter valued at $25,000. McElhenny Sheffield Capital Management LLC acquired a new stake in Wells Fargo & Company during the second quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new position in Wells Fargo & Company during the third quarter worth $27,000. Marquette Asset Management LLC lifted its holdings in Wells Fargo & Company by 472.4% during the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after buying an additional 274 shares in the last quarter. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company during the third quarter worth approximately $30,000. 75.90% of the stock is owned by institutional investors.

Key Wells Fargo & Company News

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

• Positive Sentiment: EPS beat and improving profitability metrics — Wells Fargo reported Q4 EPS above consensus ($1.76 vs. $1.66) and management highlighted improving pre‑tax, pre‑provision profit and core profitability. Wells Fargo posts earnings beat but revenue misses expectations
• Positive Sentiment: Post‑asset‑cap growth runway — The Fed lift of the asset cap has already correlated with asset growth (reported ~11% y/y), giving management more room to expand lending and product initiatives. Wells Fargo Grew Assets by 11% After Fed Lifted Asset Cap
• Positive Sentiment: Management upbeat on 2026 competitiveness — CEO commentary framed 2026 as a “more level playing field,” signalling confidence in execution and the bank’s ability to compete as restrictions ease. Wells Fargo CEO Says Bank Can Compete On ‘More Level Playing Field’ In 2026
• Neutral Sentiment: Analyst views mixed / Hold consensus — Some analysts keep a cautious stance (e.g., Morgan Stanley maintained a Hold), implying modest upside while management executes on cost cuts and growth. Wells Fargo: Modest Upside Amid Improving Efficiency but Mixed Revenue Trends Support Hold Rating
• Neutral Sentiment: Conference call signals strategic shift to growth but execution remains key — Management’s earnings call and transcript describe a pivot toward growth investments and efficiency gains; investors will watch whether cost cuts offset revenue pressures. Wells Fargo & Company (WFC) Q4 2025 earnings call transcript
• Negative Sentiment: Revenue shortfall and NII disappointment — Total revenue ($21.29B) missed Street estimates (~$21.63B) and net interest income rose less than some investors expected, which undercut the headline beat. Wells Fargo Q4 revenue misses as net interest income rises less than expected
• Negative Sentiment: One‑time severance and high efficiency ratio weigh on earnings quality — The quarter included a roughly $612M severance charge and a still‑elevated efficiency ratio (~64), reducing operating leverage and prompting near‑term investor caution. Wells Fargo (WFC) Stock: Earnings Miss Sends Shares Down After Strong 2025
• Negative Sentiment: Sector and policy overhangs pressure the stock — Bank stocks fell broadly after earnings season started, amplified by valuation concerns and headlines about potential credit‑card rate caps that could hurt card yields. Wells Fargo profit climbs on interest income boost

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.