Wells Fargo & Company $WFC Stock Holdings Lessened by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA lessened its stake in shares of Wells Fargo & Company (NYSE:WFC) by 20.5% in the first quarter, according to its most recent filing with the SEC. The fund owned 40,371 shares of the financial services provider’s stock after selling 10,399 shares during the period. Union Bancaire Privee UBP SA’s holdings in Wells Fargo & Company were worth $3,055,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Cambient Family Office LLC boosted its position in shares of Wells Fargo & Company by 8.1% in the 1st quarter. Cambient Family Office LLC now owns 11,754 shares of the financial services provider’s stock valued at $936,000 after purchasing an additional 876 shares during the period. Venturi Wealth Management LLC increased its stake in Wells Fargo & Company by 8.5% in the 1st quarter. Venturi Wealth Management LLC now owns 9,989 shares of the financial services provider’s stock worth $795,000 after purchasing an additional 781 shares in the last quarter. Crown Wealth Group LLC raised its holdings in Wells Fargo & Company by 20.9% during the 1st quarter. Crown Wealth Group LLC now owns 15,893 shares of the financial services provider’s stock worth $1,265,000 after buying an additional 2,747 shares during the period. Pinnacle Wealth Management Advisory Group LLC raised its holdings in Wells Fargo & Company by 5.2% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 12,562 shares of the financial services provider’s stock worth $1,000,000 after buying an additional 623 shares during the period. Finally, Wealth Effects LLC purchased a new stake in Wells Fargo & Company during the first quarter valued at about $209,000. 75.90% of the stock is owned by institutional investors.

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo completed the Fed’s 2026 stress test and said it intends to raise its quarterly dividend by 11% to $0.50 per share, pending board approval. That signals confidence in the bank’s capital strength and can support investor sentiment. Wells Fargo Completes 2026 Stress Test and Intends to Raise Dividend by 11% to $0.50
• Positive Sentiment: Truist Financial raised its price target on Wells Fargo to $94 from $90 and kept a Buy rating, implying further upside from current levels. Wells Fargo & Company had its price target raised by Truist Financial Corporation
• Positive Sentiment: Analyst previews ahead of Wells Fargo’s upcoming quarterly results suggest modest double-digit profit growth, which could reinforce the bank’s earnings momentum if delivered. Wells Fargo’s Quarterly Earnings Preview: What You Need to Know
• Positive Sentiment: Wells Fargo also flagged improved Anthropic coding performance, a small but constructive sign that its AI checks are seeing more autonomous execution from the startup. Wells Fargo Flags Anthropic Coding Improvement
• Neutral Sentiment: Broader bank news showed multiple large lenders passing the Fed stress test and planning dividend hikes and buybacks, which is supportive for the sector but not unique to Wells Fargo.

Analyst Ratings Changes

WFC has been the subject of several recent analyst reports. HSBC upgraded shares of Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 target price for the company in a report on Wednesday, April 1st. Jefferies Financial Group assumed coverage on shares of Wells Fargo & Company in a research report on Thursday, March 26th. They issued a “buy” rating and a $100.00 price target for the company. KGI Securities downgraded shares of Wells Fargo & Company to a “hold” rating in a research report on Thursday, April 16th. Morgan Stanley decreased their price objective on shares of Wells Fargo & Company from $108.00 to $100.00 and set an “equal weight” rating for the company in a research note on Tuesday, March 31st. Finally, Barclays lowered their price objective on shares of Wells Fargo & Company from $113.00 to $108.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 15th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $98.24.

Wells Fargo & Company Trading Down 1.0%

Shares of NYSE WFC opened at $83.87 on Friday. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.12. Wells Fargo & Company has a one year low of $72.78 and a one year high of $97.76. The business has a 50-day moving average price of $79.72 and a two-hundred day moving average price of $84.45. The firm has a market capitalization of $256.66 billion, a PE ratio of 12.94, a PEG ratio of 0.96 and a beta of 0.93.

Wells Fargo & Company (NYSE:WFC) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share for the quarter, beating analysts’ consensus estimates of $1.58 by $0.02. The company had revenue of $11.62 billion for the quarter, compared to the consensus estimate of $21.85 billion. Wells Fargo & Company had a return on equity of 13.27% and a net margin of 17.26%.The firm’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.39 EPS. As a group, analysts predict that Wells Fargo & Company will post 6.99 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Friday, May 8th were given a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a yield of 2.1%. Wells Fargo & Company’s payout ratio is presently 27.78%.

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.