Wells Fargo & Company (NYSE:WFC) Given Average Rating of “Hold” by Brokerages

Wells Fargo & Company (NYSE:WFC) has been assigned a consensus rating of “Hold” from the twenty-three analysts that are presently covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation and twelve have given a buy recommendation to the company. The average 12-month target price among brokerages that have issued ratings on the stock in the last year is $94.0278.

Several research firms have recently issued reports on WFC. Robert W. Baird reaffirmed an “underperform” rating and set a $90.00 price target on shares of Wells Fargo & Company in a research note on Tuesday, January 6th. Truist Financial raised 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. Morgan Stanley upped their price target on shares of Wells Fargo & Company from $95.00 to $97.00 and gave the company an “equal weight” rating in a report on Wednesday, October 15th. Baird R W lowered shares of Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 6th. Finally, Dbs Bank raised shares of Wells Fargo & Company to a “moderate buy” rating in a research note on Tuesday, October 21st.

Key Wells Fargo & Company News

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

• Positive Sentiment: Q4 profit and EPS beat — Wells Fargo reported higher net income and beat EPS expectations (reported EPS ~$1.76 vs. street ~$1.66), helped by stronger net interest income. This demonstrates improving earnings power as rates stay elevated. Wells Fargo Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Post‑asset‑cap growth — Early evidence the bank can scale: Wells Fargo has grown assets ~11% after the Fed lifted its asset cap, supporting the company’s growth thesis if execution continues. Wells Fargo Grew Assets by 11% After Fed Lifted Asset Cap
• Neutral Sentiment: Improving core profitability metrics — Management highlighted higher pre‑tax, pre‑provision income (improving core profitability), even as efficiency remains elevated; this signals progress but not yet a clean transition to lower costs. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Neutral Sentiment: Sector and macro backdrop — Broad weakness in big‑bank stocks and a soft market reaction to other banks’ reports amplified the move in WFC; investors are re‑pricing bank valuations after several mixed quarters. How major US stock indexes fared Wednesday, 1/14/2026
• Negative Sentiment: Revenue miss — Total revenue of $21.29B fell short of consensus (~$21.6B), which disappointed investors who had been looking for clear top‑line momentum post‑asset cap. The revenue miss was the primary near‑term catalyst cited for the sell‑off. Wells Fargo Q4 revenue miss sends shares lower
• Negative Sentiment: One‑time charges and elevated costs — The quarter included ~$612M in severance/related charges and an efficiency ratio near ~64, undercutting margins and suggesting more work remains on cost takeouts. Wells Fargo (WFC) Stock: Earnings Miss Sends Shares Down After Strong 2025
• Negative Sentiment: Regulatory/political overhang — Headlines about a proposed 10% cap on credit‑card APRs increased investor anxiety about future card income, creating an additional industry‑wide headwind for Wells Fargo. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?

Wells Fargo & Company Price Performance

Shares of NYSE:WFC opened at $89.30 on Thursday. The firm has a market capitalization of $280.33 billion, a price-to-earnings ratio of 14.69, a price-to-earnings-growth ratio of 0.86 and a beta of 1.09. The company has a debt-to-equity ratio of 1.07, a current ratio of 0.84 and a quick ratio of 0.84. The business’s 50 day simple moving average is $90.07 and its 200-day simple moving average is $84.72. Wells Fargo & Company has a 12 month low of $58.42 and a 12 month 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 for the quarter, beating the consensus estimate of $1.66 by $0.10. The firm had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a return on equity of 12.51% and a net margin of 17.18%.Wells Fargo & Company’s quarterly revenue was up 4.5% on a year-over-year basis. During the same period last year, the business posted $1.43 EPS. As a group, equities analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were issued a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, November 7th. Wells Fargo & Company’s dividend payout ratio is 29.61%.

Institutional Trading of Wells Fargo & Company

Institutional investors and hedge funds have recently made changes to their positions in the stock. Centennial Wealth Advisory LLC increased its position in Wells Fargo & Company by 6.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 4,203 shares of the financial services provider’s stock worth $392,000 after purchasing an additional 246 shares in the last quarter. Embree Financial Group boosted its stake in shares of Wells Fargo & Company by 10.0% during the 4th quarter. Embree Financial Group now owns 3,662 shares of the financial services provider’s stock worth $341,000 after purchasing an additional 332 shares during the last quarter. Donaldson Capital Management LLC grew its holdings in shares of Wells Fargo & Company by 78.1% during the fourth quarter. Donaldson Capital Management LLC now owns 4,800 shares of the financial services provider’s stock worth $447,000 after buying an additional 2,105 shares in the last quarter. Alliance Wealth Advisors LLC raised its position in shares of Wells Fargo & Company by 1.8% in the fourth quarter. Alliance Wealth Advisors LLC now owns 10,698 shares of the financial services provider’s stock valued at $997,000 after buying an additional 193 shares during the last quarter. Finally, Congress Park Capital LLC lifted its stake in shares of Wells Fargo & Company by 2.4% during the fourth quarter. Congress Park Capital LLC now owns 37,596 shares of the financial services provider’s stock valued at $3,504,000 after buying an additional 868 shares during the period. 75.90% of the stock is currently owned by hedge funds and other institutional investors.

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.