Avion Wealth Has $472,000 Stock Position in Wells Fargo & Company $WFC

Avion Wealth lowered its position in Wells Fargo & Company (NYSE:WFC) by 54.5% during the 3rd quarter, Holdings Channel reports. The fund owned 5,642 shares of the financial services provider’s stock after selling 6,769 shares during the period. Avion Wealth’s holdings in Wells Fargo & Company were worth $472,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of WFC. Livforsakringsbolaget Skandia Omsesidigt grew its position in Wells Fargo & Company by 2,735,254.3% in the 2nd quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 949,769,723 shares of the financial services provider’s stock valued at $76,095,550,000 after purchasing an additional 949,735,001 shares during the period. Norges Bank bought a new position in shares of Wells Fargo & Company in the second quarter valued at $3,990,551,000. Massachusetts Financial Services Co. MA grew its holdings in shares of Wells Fargo & Company by 54.9% during the second quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider’s stock valued at $1,332,851,000 after buying an additional 5,894,747 shares during the last quarter. Amundi grew its holdings in shares of Wells Fargo & Company by 18.2% during the second quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock valued at $1,165,868,000 after buying an additional 2,180,693 shares during the last quarter. Finally, Laurel Wealth Advisors LLC increased its position in shares of Wells Fargo & Company by 8,010.7% during the second quarter. Laurel Wealth Advisors LLC now owns 1,973,730 shares of the financial services provider’s stock worth $158,135,000 after acquiring an additional 1,949,395 shares in the last quarter. Institutional investors own 75.90% of the company’s stock.

More Wells Fargo & Company News

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

• Positive Sentiment: Zacks and other previews expect rising NII and solid loan demand for Q4, supporting the view that Wells Fargo could beat estimates again — a catalyst for upside if confirmed when results arrive. Should You Buy, Hold or Sell Wells Fargo Stock Ahead of Q4 Earnings?
• Positive Sentiment: Zacks and other analysts highlight WFC’s strong earnings-surprise history and expect the bank to have the earnings mix that supports another beat — positive for near-term sentiment. Will Wells Fargo (WFC) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: TD Cowen published a bullish forecast calling for strong price appreciation, which may attract momentum buyers and support the rally. TD Cowen Forecasts Strong Price Appreciation for WFC
• Positive Sentiment: Seeking Alpha’s preview argues WFC’s rerating is largely complete and that execution and fee-based revenue strength support a higher valuation target — a constructive medium-term thesis. Wells Fargo Preview Q4 2025
• Neutral Sentiment: Zacks published a detailed piece on Wall Street projections for WFC’s Q4 metrics (NII, loans, fees and credit metrics) — useful for traders sizing expectations but not an immediate price driver by itself. Insights Into Wells Fargo Q4
• Neutral Sentiment: Wells Fargo research published sector notes (on Walmart and Nucor) and added Merck to a tactical list — signals that WFC’s research desk is active but these items are indirect to WFC equity moves. Wells Fargo Sees Opportunity at Walmart
• Neutral Sentiment: Wells Fargo economists flagged a likely rebound in December CPI after a shutdown-distorted November — a macro note that could influence rate expectations and bank NII, but its net effect is ambiguous. December CPI rebound expected
• Negative Sentiment: Robert W. Baird reiterated an Underperform/low-rating for WFC and related coverage noted downgrades; bearish notes can pressure the stock by discouraging institutional buyers. Baird Reiterates Underperform
• Negative Sentiment: Baird R W cut WFC to “Strong Sell” in a separate note, creating a counterweight to bullish expectations and increasing near-term volatility. WFC Cut to Strong Sell at Baird R W
• Negative Sentiment: Some previews warn of lower non-interest income and potential asset-quality pressure that could blunt upside even if NII rises — a key risk for the upcoming report. Should You Buy, Hold or Sell WFC Ahead of Q4?

Wells Fargo & Company Price Performance

Shares of NYSE:WFC opened at $95.94 on Friday. The firm has a market capitalization of $301.17 billion, a PE ratio of 15.78, a P/E/G ratio of 0.88 and a beta of 1.09. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.07. The company has a 50-day moving average price of $89.74 and a two-hundred day moving average price of $84.41. Wells Fargo & Company has a twelve month low of $58.42 and a twelve month high of $97.76.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $1.73 EPS for the quarter, beating analysts’ consensus estimates of $1.55 by $0.18. The company had revenue of $21.44 billion for the quarter, compared to analysts’ expectations of $21.11 billion. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. Wells Fargo & Company’s revenue was up 5.3% compared to the same quarter last year. During the same period in the prior year, the company posted $1.42 EPS. Equities analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Morgan Stanley lifted their price target on Wells Fargo & Company from $95.00 to $97.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 15th. Barclays lifted their target price on Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research report on Monday. Truist Financial upped their price target on Wells Fargo & Company from $100.00 to $104.00 and gave the stock a “buy” rating in a report on Tuesday. Wall Street Zen upgraded Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Saturday, October 4th. Finally, Robert W. Baird reiterated an “underperform” rating and issued a $90.00 target price on shares of Wells Fargo & Company in a research note on Tuesday. Twelve equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Wells Fargo & Company presently has an average rating of “Hold” and a consensus target price of $93.91.

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.