Keybank National Association OH Sells 36,620 Shares of Wells Fargo & Company $WFC

Keybank National Association OH lessened its stake in Wells Fargo & Company (NYSE:WFC) by 1.9% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,878,949 shares of the financial services provider’s stock after selling 36,620 shares during the period. Keybank National Association OH’s holdings in Wells Fargo & Company were worth $157,494,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Werba Rubin Papier Wealth Management increased its stake in Wells Fargo & Company by 15.9% during the third quarter. Werba Rubin Papier Wealth Management now owns 3,058 shares of the financial services provider’s stock valued at $256,000 after acquiring an additional 420 shares during the period. National Pension Service lifted its position in shares of Wells Fargo & Company by 3.4% in the 3rd quarter. National Pension Service now owns 6,635,396 shares of the financial services provider’s stock worth $556,179,000 after acquiring an additional 218,361 shares during the period. McKinley Carter Wealth Services Inc. grew its holdings in shares of Wells Fargo & Company by 0.8% during the 3rd quarter. McKinley Carter Wealth Services Inc. now owns 21,649 shares of the financial services provider’s stock worth $1,815,000 after purchasing an additional 176 shares in the last quarter. Twin City Private Wealth LLC grew its holdings in shares of Wells Fargo & Company by 3.3% during the 3rd quarter. Twin City Private Wealth LLC now owns 43,627 shares of the financial services provider’s stock worth $3,657,000 after purchasing an additional 1,403 shares in the last quarter. Finally, Cornerstone Wealth Management LLC lifted its position in Wells Fargo & Company by 17.4% in the third quarter. Cornerstone Wealth Management LLC now owns 17,192 shares of the financial services provider’s stock worth $1,441,000 after purchasing an additional 2,550 shares during the period. 75.90% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

WFC has been the topic of several analyst reports. Argus boosted their price target on shares of Wells Fargo & Company from $94.00 to $101.00 and gave the company a “buy” rating in a report on Thursday, January 15th. UBS Group lowered their target price on shares of Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating on the stock in a research note on Tuesday, October 7th. TD Cowen dropped their price target on shares of Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a research report on Thursday, January 15th. Wall Street Zen raised Wells Fargo & Company from a “sell” rating to a “hold” rating in a report on Saturday, October 4th. Finally, Evercore ISI lowered their price objective on Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $94.87.

Wells Fargo & Company Stock Down 0.2%

NYSE WFC opened at $90.50 on Friday. The stock’s 50 day simple moving average is $90.91 and its 200 day simple moving average is $85.21. Wells Fargo & Company has a one year low of $58.42 and a one year high of $97.76. The firm has a market cap of $284.08 billion, a PE ratio of 14.43, a price-to-earnings-growth ratio of 0.99 and a beta of 1.09. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.84.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $11.97 billion for the quarter, compared to analyst estimates of $21.63 billion. During the same quarter in the previous year, the firm earned $1.43 earnings per share. The business’s revenue was up 4.5% on a year-over-year basis. As a group, sell-side 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 declared a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be issued a $0.45 dividend. The ex-dividend date of this dividend is Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 2.0%. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 28.71%.

More Wells Fargo & Company News

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

• Positive Sentiment: Strong middle‑market lending / private credit deal flow — Wells Fargo‑linked ventures reported sizable origination totals that support fee income and lending growth. Truist and Evercore lower Wells Fargo (WFC) price targets, stay bullish
• Positive Sentiment: Wells Fargo/Centerbridge direct‑lending venture has originated >$7B and a related Overland partnership financed ~$4B in 2025 — signals growing non‑interest income and diversification into private credit. Wells Fargo and Centerbridge Venture Has Inked $7 Billion in Deals
• Neutral Sentiment: Wells Fargo launched an in‑house proxy‑voting system — may reduce reliance on third‑party advisers and regulatory friction, but the near‑term financial impact is limited. Wells Fargo Launches In-House Voting System To Cut Reliance On Proxy Advisors
• Neutral Sentiment: Wells Fargo research is active and visible (e.g., raised Broadcom target, maintained calls on Comcast/Mosaic); useful for fee/flow businesses but not an immediate driver of WFC’s valuation. Wells Fargo Boosts Broadcom (AVGO) Price Target on New Growth Catalysts
• Neutral Sentiment: Wells Fargo analysts flagged a potential slowdown in AI capex in coming quarters — relevant to market tech exposure but an indirect factor for WFC. The $600 billion wave of AI ‘capex’ growth boosting tech stocks will slow down this year or next, analysts warn
• Negative Sentiment: CEO Charlie Scharf’s total pay rose ~28% to $40M for 2025 — a governance/cost signal that can provoke investor pushback despite management saying pay reflects progress on regulatory issues. Wells Fargo CEO Charlie Scharf gets 28% pay boost to $40 million
• Negative Sentiment: Cited broker/analyst moves: some firms trimmed Wells Fargo price targets (Truist, Evercore references), which can cap near‑term upside and weigh on sentiment. Truist and Evercore lower Wells Fargo (WFC) price targets, stay bullish

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.