Wells Fargo & Company $WFC Position Boosted by Cahill Financial Advisors Inc.

Cahill Financial Advisors Inc. lifted its holdings in Wells Fargo & Company (NYSE:WFC) by 96.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,760 shares of the financial services provider’s stock after purchasing an additional 8,706 shares during the period. Cahill Financial Advisors Inc.’s holdings in Wells Fargo & Company were worth $1,489,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Hidden Cove Wealth Management LLC boosted its holdings in Wells Fargo & Company by 2.0% during the third quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock worth $499,000 after buying an additional 119 shares in the last quarter. Zullo Investment Group Inc. lifted its position in shares of Wells Fargo & Company by 2.0% during the 3rd quarter. Zullo Investment Group Inc. now owns 6,340 shares of the financial services provider’s stock valued at $532,000 after acquiring an additional 122 shares during the last quarter. Embree Financial Group lifted its position in shares of Wells Fargo & Company by 3.9% during the 3rd quarter. Embree Financial Group now owns 3,330 shares of the financial services provider’s stock valued at $279,000 after acquiring an additional 126 shares during the last quarter. Trust Co. of Vermont boosted its stake in shares of Wells Fargo & Company by 1.1% during the 3rd quarter. Trust Co. of Vermont now owns 12,098 shares of the financial services provider’s stock worth $1,014,000 after acquiring an additional 126 shares in the last quarter. Finally, Traphagen Investment Advisors LLC grew its holdings in shares of Wells Fargo & Company by 2.0% in the 3rd quarter. Traphagen Investment Advisors LLC now owns 6,346 shares of the financial services provider’s stock worth $532,000 after acquiring an additional 127 shares during the last quarter. 75.90% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. CICC Research started coverage on Wells Fargo & Company in a report on Wednesday, January 14th. They set a “market perform” rating and a $96.00 target price for the company. Barclays upped their price objective on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Evercore ISI decreased their target price on shares of Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. Bank of America boosted their price target on shares of Wells Fargo & Company from $92.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, October 15th. Finally, TD Cowen decreased their price objective on shares of Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a research note on Thursday, January 15th. Thirteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Wells Fargo & Company presently has an average rating of “Moderate Buy” and an average target price of $94.87.

Wells Fargo & Company Trading Up 2.8%

NYSE:WFC opened at $90.53 on Friday. The company has a market capitalization of $284.19 billion, a P/E ratio of 14.44, a P/E/G ratio of 0.96 and a beta of 1.09. The stock’s 50 day moving average price is $90.76 and its 200 day moving average price is $85.16. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.84 and a current ratio of 0.90. Wells Fargo & Company has a 52 week low of $58.42 and a 52 week high of $97.76.

Wells Fargo & Company (NYSE:WFC) last released its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.10. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The business had revenue of $11.97 billion during the quarter, compared to analyst estimates of $21.63 billion. During the same quarter in the previous year, the business earned $1.43 EPS. Wells Fargo & Company’s quarterly revenue was up 4.5% compared to the same quarter last year. On average, research analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be issued a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, February 6th. Wells Fargo & Company’s dividend payout ratio is currently 28.71%.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Board-approved quarterly dividend of $0.45 per share (record Feb. 6; yield ~2.0%) reinforces shareholder returns and supports yield-oriented demand.
• Positive Sentiment: Wells Fargo’s partnerships are producing deal flow: Overland Advantage financed about $4B across 18 transactions in 2025, highlighting Wells Fargo’s middle‑market sourcing strength. Overland Advantage Finances ~$4B
• Positive Sentiment: The Wells Fargo — Centerbridge direct‑lending venture has arranged over $7B of deals since launch, signaling scalable fee income and expanded lending capabilities. Wells Fargo and Centerbridge Venture Has Inked $7 Billion
• Positive Sentiment: Short interest fell ~12.3% in January to ~33.7M shares (≈1.1% of float), reducing headline downside pressure and potentially supporting near‑term price stability.
• Neutral Sentiment: Zacks compares Citigroup vs. Wells Fargo for 2026 upside; analysts note Citi’s restructuring and 2026 EPS outlook may give it an edge — useful context but not an immediate company-specific catalyst. Citigroup or Wells Fargo: Which Bank Stock Has More Upside
• Neutral Sentiment: Wells Fargo flagged that the surge in AI-related capex that has been boosting tech stocks may slow this year or next — macro commentary that could affect sector flow into bank trading and underwriting activity. AI capex growth will slow
• Neutral Sentiment: Wells Fargo research raised revenue estimates for Alnylam (ALNY) on Amvuttra outlook — reflects the bank’s analyst activity but is not a company earnings driver. Wells Fargo Raises Alnylam Revenue Estimates
• Neutral Sentiment: BMO Capital Markets hired a Wells Fargo executive (Malik) as operating chief — small talent loss but typical industry movement. BMO Capital Markets hires Wells Fargo’s Malik
• Neutral Sentiment: Analyst coverage is mixed but generally modestly constructive; Wall Street sentiment remains cautiously optimistic after recent earnings beats. Are Wall Street Analysts Predicting Wells Fargo Stock Will Climb or Sink?
• Negative Sentiment: The board awarded CEO Charlie Scharf $40M for 2025 (up ~28% vs. prior year). That sizable pay increase may raise governance and activist investor concerns and could weigh on sentiment for some shareholders. Wells Fargo CEO Charlie Scharf gets 28% pay boost

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.