Wells Fargo & Company $WFC Stake Decreased by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC trimmed its holdings in Wells Fargo & Company (NYSE:WFC) by 42.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,161 shares of the financial services provider’s stock after selling 5,918 shares during the quarter. Coastal Bridge Advisors LLC’s holdings in Wells Fargo & Company were worth $684,000 at the end of the most recent reporting period.

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

Wells Fargo & Company News Roundup

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

Wells Fargo & Company Stock Up 2.8%

Shares of Wells Fargo & Company stock opened at $90.53 on Friday. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76. The firm has a market capitalization of $284.19 billion, a PE ratio of 14.44, a price-to-earnings-growth ratio of 0.96 and a beta of 1.09. 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 stock’s fifty day moving average is $90.76 and its 200-day moving average is $85.16.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share for the quarter, topping analysts’ consensus estimates of $1.66 by $0.10. The firm had revenue of $11.97 billion for the quarter, compared to analysts’ expectations of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.Wells Fargo & Company’s revenue was up 4.5% on a year-over-year basis. During the same quarter last year, the business posted $1.43 EPS. Equities analysts anticipate that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Sunday, March 1st. Stockholders of record on Friday, February 6th will be given a $0.45 dividend. 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 (DPR) is 28.71%.

Analyst Upgrades and Downgrades

WFC has been the subject of several recent analyst reports. Robert W. Baird cut shares of Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. Freedom Capital lowered Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Bank of America boosted their price objective on Wells Fargo & Company from $92.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, October 15th. UBS Group decreased their target price on Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating for the company in a research note on Tuesday, October 7th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $100.00 target price on shares of Wells Fargo & Company in a report 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 data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $94.87.

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.