Wells Fargo & Company $WFC Shares Bought by Klingman & Associates LLC

Klingman & Associates LLC increased its stake in Wells Fargo & Company (NYSE:WFC) by 179.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,417 shares of the financial services provider’s stock after acquiring an additional 6,683 shares during the quarter. Klingman & Associates LLC’s holdings in Wells Fargo & Company were worth $873,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in WFC. Access Investment Management LLC purchased a new position in shares of Wells Fargo & Company during the 2nd quarter worth $25,000. Marquette Asset Management LLC increased its position in shares of Wells Fargo & Company by 472.4% during the third quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after acquiring an additional 274 shares during the period. McElhenny Sheffield Capital Management LLC purchased a new stake in Wells Fargo & Company during the 2nd quarter worth about $27,000. Kilter Group LLC purchased a new stake in shares of Wells Fargo & Company during the second quarter worth approximately $31,000. Finally, Aventus Investment Advisors Inc. acquired a new stake in shares of Wells Fargo & Company in the 3rd quarter valued at $37,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Analyst Ratings Changes

WFC has been the topic of a number of research analyst reports. Wolfe Research restated an “outperform” rating and issued a $109.00 price objective on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Dbs Bank upgraded Wells Fargo & Company to a “moderate buy” rating in a research note on Tuesday, October 21st. Cfra Research raised Wells Fargo & Company to a “moderate buy” rating in a research report on Wednesday, October 15th. UBS Group reduced their price target on shares of Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating for the company in a research report on Tuesday, October 7th. Finally, Truist Financial upped their target price on shares of Wells Fargo & Company from $100.00 to $104.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Twelve investment 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. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $93.91.

Wells Fargo & Company Price Performance

Shares of NYSE WFC opened at $93.55 on Wednesday. Wells Fargo & Company has a 52 week low of $58.42 and a 52 week high of $97.76. The stock has a market cap of $293.67 billion, a price-to-earnings ratio of 15.39, a PEG ratio of 0.87 and a beta of 1.09. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.07. The company’s 50-day moving average price is $90.02 and its 200 day moving average price is $84.69.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, topping analysts’ consensus estimates of $1.65 by $0.11. The firm 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 12.51% and a net margin of 17.18%. As a group, research analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

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

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: Q4 earnings beat and outlook lift — WFC reported $1.76 EPS vs. $1.65 consensus and disclosed net income of about $5.4B; management raised its outlook, which supports upward earnings revisions and investor confidence. Wells Fargo Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Interest-income tailwind — Profit climbed as higher interest income boosted net interest margin and overall profitability, a key driver for bank stock re-rating in a rising-rate environment. Wells Fargo profit climbs on interest income boost
• Positive Sentiment: Post-asset-cap growth narrative — This quarter is seen as the first full-scale test after asset-cap relief; results that show sustainable loan and revenue momentum could materially change growth expectations. Wells Fargo Enters Its First Post-Asset-Cap Earnings Test: Here’s Why Q4 Results Could Redefine The Bank’s Growth Story
• Neutral Sentiment: Revenue slightly below estimates — Total revenue was $21.29B vs. consensus ~$21.63B, which tempers the beat and will keep focus on top-line recovery and fee income trends. View Press Release
• Neutral Sentiment: Conference materials available — The company posted its slide deck and is hosting a live call; investors will parse management commentary for guidance on loan growth, credit quality and capital deployment. View Slide Deck
• Negative Sentiment: Regulatory/policy risk — Proposed political measures (e.g., a 10% cap on credit card rates) and broader regulatory scrutiny could pressure margin and card revenue, representing a headline risk for bank earnings. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates

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.