AustralianSuper Pty Ltd Increases Holdings in Wells Fargo & Company $WFC

AustralianSuper Pty Ltd lifted its holdings in Wells Fargo & Company (NYSE:WFC) by 56.0% in the third quarter, Holdings Channel reports. The fund owned 611,707 shares of the financial services provider’s stock after purchasing an additional 219,596 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Wells Fargo & Company were worth $51,273,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in WFC. Hidden Cove Wealth Management LLC lifted its stake in shares of Wells Fargo & Company by 2.0% in the 3rd quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock valued at $499,000 after purchasing an additional 119 shares during the last quarter. Zullo Investment Group Inc. raised its holdings in 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 buying an additional 122 shares during the period. Embree Financial Group lifted its position in Wells Fargo & Company by 3.9% in the third quarter. Embree Financial Group now owns 3,330 shares of the financial services provider’s stock worth $279,000 after buying an additional 126 shares during the last quarter. Trust Co. of Vermont boosted its stake in Wells Fargo & Company by 1.1% during the third quarter. Trust Co. of Vermont now owns 12,098 shares of the financial services provider’s stock worth $1,014,000 after buying an additional 126 shares during the period. Finally, Traphagen Investment Advisors LLC increased its position in Wells Fargo & Company by 2.0% during the third quarter. Traphagen Investment Advisors LLC now owns 6,346 shares of the financial services provider’s stock valued at $532,000 after acquiring an additional 127 shares during the last quarter. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Wells Fargo & Company Trading Down 0.6%

Shares of NYSE WFC opened at $88.16 on Thursday. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.05. The business has a fifty day simple moving average of $90.60 and a two-hundred day simple moving average of $85.12. The firm has a market cap of $276.74 billion, a PE ratio of 14.06, a price-to-earnings-growth ratio of 0.97 and a beta of 1.09. 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 posted its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.66 by $0.10. The business had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The business’s revenue was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.43 EPS. Analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Sunday, March 1st. Shareholders of record on Friday, February 6th will be given a dividend of $0.45 per share. The ex-dividend date of this dividend is Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a yield of 2.0%. Wells Fargo & Company’s dividend payout ratio (DPR) is 28.71%.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Board approved a quarterly common-stock dividend of $0.45 per share, payable March 1 to holders of record Feb. 6 — a clear cash-return signal for income investors. Wells Fargo Announces Common Stock Dividend
• Positive Sentiment: Short interest fell ~12.3% in January to ~33.7M shares (≈1.1% of float; 2.0 days to cover), lowering short-driven downside risk and potentially removing a seller cohort. Source: market data
• Positive Sentiment: Wells Fargo hired an Amazon Web Services executive, Faraz Shafiq, to lead AI efforts — a strategic hire that may improve productivity, risk modeling and client-facing tech over time. Wells Fargo hires Amazon Web Services exec Faraz Shafiq for AI push
• Positive Sentiment: Industry trend: coverage notes that major banks (including Wells Fargo) are investing heavily in generative AI — a structural tailwind that could boost efficiency and margins over time. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: Analyst sentiment is mixed-to-moderately optimistic: coverage roundup shows analysts broadly neutral-to-positive on WFC, citing slower recent performance but steady fundamentals and reasonable valuation. This keeps upside possible but not unanimous. Are Wall Street Analysts Predicting Wells Fargo Stock Will Climb or Sink?
• Neutral Sentiment: Wells Fargo research activity (e.g., updating revenue forecasts for other companies such as Alnylam) signals an active equity research desk but has limited direct impact on WFC’s own fundamentals. Wells Fargo Raises Alnylam (ALNY) Revenue Estimates for Amvuttra Despite Projected Margin Compression
• Negative Sentiment: Talent loss — BMO Capital Markets hired Wells Fargo’s Malik as operating chief, reflecting some executive turnover and potential loss of institutional knowledge. That kind of departure can concern investors about bench strength and continuity. BMO Capital Markets hires Wells Fargo’s Malik as operating chief

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on WFC shares. HSBC reissued a “hold” rating and issued a $74.00 target price on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Wall Street Zen raised shares of Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Saturday, October 4th. CICC Research assumed coverage on Wells Fargo & Company in a research report on Wednesday, January 14th. They set a “market perform” rating and a $96.00 target price for the company. Cfra Research upgraded Wells Fargo & Company to a “moderate buy” rating in a report on Wednesday, October 15th. Finally, Evercore ISI decreased their price target on Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” 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 assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.87.

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.