Union Bancaire Privee UBP SA Reduces Holdings in Wells Fargo & Company $WFC

Union Bancaire Privee UBP SA lowered its position in Wells Fargo & Company (NYSE:WFC) by 22.9% during the 4th quarter, HoldingsChannel reports. The fund owned 50,770 shares of the financial services provider’s stock after selling 15,097 shares during the period. Union Bancaire Privee UBP SA’s holdings in Wells Fargo & Company were worth $4,695,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in WFC. Redmont Wealth Advisors LLC bought a new position in Wells Fargo & Company during the 3rd quarter valued at about $27,000. Marquette Asset Management LLC raised its position in 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 worth $28,000 after purchasing an additional 274 shares during the period. Grey Fox Wealth Advisors LLC bought a new stake in Wells Fargo & Company in the third quarter worth about $30,000. Imprint Wealth LLC bought a new stake in Wells Fargo & Company in the third quarter worth about $31,000. Finally, Kilter Group LLC purchased a new position in shares of Wells Fargo & Company during the second quarter valued at approximately $31,000. Institutional investors own 75.90% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Wells Fargo & Company in a report on Wednesday, January 21st. TD Cowen dropped their price objective on Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a report on Thursday, January 15th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $100.00 target price on shares of Wells Fargo & Company in a research note on Thursday, January 15th. Truist Financial decreased their target price on Wells Fargo & Company from $98.00 to $94.00 and set a “buy” rating for the company in a research report on Tuesday. Finally, Barclays upped their price target on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Thirteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $96.71.

Wells Fargo & Company Price Performance

WFC opened at $77.59 on Friday. The company has a market capitalization of $239.41 billion, a price-to-earnings ratio of 12.37, a PEG ratio of 0.83 and a beta of 1.08. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.05. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76. The business’s fifty day simple moving average is $85.79 and its 200-day simple moving average is $86.27.

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 for the quarter, beating the consensus estimate of $1.66 by $0.10. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The firm had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same period in the previous year, the company posted $1.43 earnings per share. The firm’s quarterly revenue was up 4.5% on a year-over-year basis. On average, equities research analysts anticipate that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 6th were issued a $0.45 dividend. The ex-dividend date was Friday, February 6th. This represents a $1.80 annualized dividend and a dividend yield of 2.3%. Wells Fargo & Company’s payout ratio is currently 28.71%.

Insider Transactions at Wells Fargo & Company

In related news, EVP Bridget E. Engle sold 30,000 shares of Wells Fargo & Company stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the transaction, the executive vice president directly owned 83,478 shares of the company’s stock, valued at $7,270,933.80. This trade represents a 26.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kleber Santos sold 25,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the completion of the transaction, the executive vice president directly owned 79,876 shares of the company’s stock, valued at $7,006,722.72. This trade represents a 23.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 115,000 shares of company stock valued at $10,050,000. Company insiders own 0.08% of the company’s stock.

More Wells Fargo & Company News

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

• Positive Sentiment: Senator Mitch McConnell disclosed a purchase of WFC shares, a symbolic vote of confidence that can support sentiment among retail and political-watch investors. Congress Trade: Senator Mitch McConnell Just Disclosed New Stock Trades
• Positive Sentiment: Recent bullish retail/analysis pieces highlight WFC’s dividend yield and improving earnings (Wells Fargo beat EPS estimates in January), which can attract income-focused investors. Wells Fargo (WFC) Could Be a Great Choice
• Neutral Sentiment: Wells Fargo initiated coverage of SoFi Technologies at Equal Weight; the move influenced SoFi shares but is primarily a research event rather than a corporate catalyst for WFC itself. Wells Fargo starts SoFi Technologies at Equal Weight on valuation, loan sale risk
• Neutral Sentiment: Goldman Sachs moving to rolling, phased layoffs signals industry-wide cost and staffing adjustments as banks adapt to AI and flexibility — a sector context item that could influence competitive dynamics over time. GS’ Rolling Layoffs in 2026: A Strategic Shift in Workforce Management
• Neutral Sentiment: Analyst activity at Wells Fargo (e.g., raising coverage/targets on other companies) shows the firm’s research footprint is active but is an indirect factor for WFC’s share moves. Rhythm Pharmaceuticals (RYTM) PT Increased From $136 to $143 at Wells Fargo
• Negative Sentiment: Unusual options activity: traders bought roughly 108,090 WFC put contracts (about +99% vs. average), signaling increased hedging or bearish bets that can pressure sentiment and raise volatility.
• Negative Sentiment: The Fed held rates and flagged higher inflation, pressuring bank stocks (including WFC) on concerns about margins and economic headwinds; this macro update is a near-term drag on bank valuations. Fed Keeps Rates Steady Amid Rising Inflation: What it Means for Banks
• Negative Sentiment: Truist lowered its expectations for WFC’s stock price, reflecting some analyst skepticism that could weigh on sentiment until clearer earnings/loan trends emerge. Truist Financial Has Lowered Expectations for Wells Fargo & Company

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.