Wells Fargo & Company’s (WFC) “Underperform” Rating Reiterated at Robert W. Baird

Robert W. Baird reissued their underperform rating on shares of Wells Fargo & Company (NYSE:WFC) in a report issued on Tuesday, Marketbeat.com reports. The brokerage currently has a $90.00 price objective on the financial services provider’s stock.

A number of other analysts also recently weighed in on WFC. Citigroup increased their price target on shares of Wells Fargo & Company from $85.00 to $90.00 and gave the company a “neutral” rating in a research report on Tuesday, September 23rd. Barclays increased their target price on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a report on Monday. Evercore ISI boosted their price target on shares of Wells Fargo & Company from $101.00 to $107.00 and gave the company an “outperform” rating in a report on Monday, December 15th. TD Cowen raised their price objective on Wells Fargo & Company from $90.00 to $93.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Finally, Dbs Bank upgraded Wells Fargo & Company to a “moderate buy” rating in a report on Tuesday, October 21st. Twelve analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Wells Fargo & Company has a consensus rating of “Hold” and a consensus target price of $93.91.

Wells Fargo & Company Stock Performance

Shares of NYSE:WFC opened at $95.64 on Tuesday. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.07. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $97.76. The stock has a market capitalization of $300.22 billion, a P/E ratio of 15.73, a P/E/G ratio of 0.86 and a beta of 1.09. The business has a 50-day moving average price of $89.56 and a two-hundred day moving average price of $84.27.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $1.73 EPS for the quarter, topping the consensus estimate of $1.55 by $0.18. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The company had revenue of $21.44 billion during the quarter, compared to analysts’ expectations of $21.11 billion. During the same quarter in the previous year, the company earned $1.42 EPS. Wells Fargo & Company’s revenue was up 5.3% on a year-over-year basis. Equities analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were paid a $0.45 dividend. This represents a $1.80 annualized dividend and a yield of 1.9%. The ex-dividend date was Friday, November 7th. Wells Fargo & Company’s payout ratio is presently 29.61%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Access Investment Management LLC bought a new position in shares of Wells Fargo & Company in the second quarter valued at $25,000. Redmont Wealth Advisors LLC acquired a new position in shares of Wells Fargo & Company during the 3rd quarter worth about $27,000. Marquette Asset Management LLC raised its holdings in shares of Wells Fargo & Company by 472.4% in the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 274 shares during the period. McElhenny Sheffield Capital Management LLC bought a new stake in shares of Wells Fargo & Company in the 2nd quarter valued at about $27,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in Wells Fargo & Company in the 3rd quarter valued at about $30,000. 75.90% of the stock is owned by institutional investors and hedge funds.

Wells Fargo & Company News Roundup

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

• Positive Sentiment: Analyst preview arguing Wells Fargo’s rerating is largely complete and that execution (fee growth, capital returns) should justify a higher valuation; the author raised a $110 target. Wells Fargo Preview Q4 2025: The Rerating Is Done, Now Execution
• Positive Sentiment: TD Cowen raised its price target on WFC from $93 to $102 (hold), signaling incremental analyst confidence and providing near-term upside for the stock. Benzinga
• Positive Sentiment: Zacks and other note writers highlighted Wells Fargo’s history of earnings beats and the firm’s potential to beat again, supporting investor expectations ahead of the quarterly report. Will Wells Fargo (WFC) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Wells Fargo research flagged that December CPI—delayed from November—will likely look firmer than the shutdown-softened November print, but still consistent with easing underlying inflation; this is a macro datapoint investors will watch for Fed implications. December CPI rebound expected after shutdown-softened November: Wells Fargo
• Neutral Sentiment: Wells Fargo confirmed its Q4 2025 earnings release date (Jan. 14); the print and guidance will be the immediate catalyst for further moves. Wells-Fargo-to-Announce-Fourth-Quarter-2025-Earnings-on-Jan.-14-2026
• Neutral Sentiment: Wells Fargo published thematic research (e.g., top AI-driven software stocks) — useful for institutional clients but only indirectly relevant to WFC’s share price. Wells Fargo Names Its Top AI-Driven Software Stocks for 2026
• Negative Sentiment: Robert W. Baird downgraded WFC from hold to strong sell (and other notes showed reiterated underperform views), creating downside pressure from institutional desks that disagree with the optimistic re-rating. Wells Fargo downgraded by Baird
• Negative Sentiment: Some outlets noted recent sharper intraday weakness versus the broader market, reflecting ongoing concern that upside is now more dependent on flawless execution and the upcoming quarter’s beat. Wells Fargo (WFC) Sees a More Significant Dip Than Broader Market

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.