National Pension Service Acquires 218,361 Shares of Wells Fargo & Company $WFC

National Pension Service boosted its stake in shares of Wells Fargo & Company (NYSE:WFC) by 3.4% in the third quarter, HoldingsChannel reports. The firm owned 6,635,396 shares of the financial services provider’s stock after purchasing an additional 218,361 shares during the quarter. National Pension Service’s holdings in Wells Fargo & Company were worth $556,179,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Hilton Capital Management LLC acquired a new stake in shares of Wells Fargo & Company during the second quarter worth $3,656,000. Three Bridge Wealth Advisors LLC bought a new position in Wells Fargo & Company during the second quarter worth about $364,000. Board of the Pension Protection Fund acquired a new stake in Wells Fargo & Company in the 2nd quarter worth about $40,000. Arkadios Wealth Advisors boosted its holdings in Wells Fargo & Company by 65.2% in the 3rd quarter. Arkadios Wealth Advisors now owns 43,622 shares of the financial services provider’s stock valued at $3,656,000 after purchasing an additional 17,223 shares during the period. Finally, Synergy Asset Management LLC acquired a new position in shares of Wells Fargo & Company during the 3rd quarter worth approximately $10,729,000. 75.90% of the stock is owned by institutional investors.

Wells Fargo & Company Stock Down 0.2%

Shares of WFC opened at $90.50 on Friday. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.84 and a current ratio of 0.90. Wells Fargo & Company has a 52 week low of $58.42 and a 52 week high of $97.76. The stock has a market capitalization of $284.08 billion, a price-to-earnings ratio of 14.43, a PEG ratio of 0.99 and a beta of 1.09. The stock has a fifty day moving average of $90.91 and a 200-day moving average of $85.21.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings data 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. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The business 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 company posted $1.43 EPS. Wells Fargo & Company’s quarterly revenue was up 4.5% compared to the same quarter last year. As a group, sell-side analysts anticipate that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Sunday, March 1st. Stockholders of record on Friday, February 6th will be paid a $0.45 dividend. The ex-dividend date of this dividend is Friday, February 6th. This represents a $1.80 annualized dividend and a dividend yield of 2.0%. Wells Fargo & Company’s dividend payout ratio is currently 28.71%.

Analyst Ratings Changes

Several brokerages recently issued reports on WFC. Bank of America boosted their price target on Wells Fargo & Company from $92.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, October 15th. Dbs Bank raised Wells Fargo & Company to a “moderate buy” rating in a research note on Tuesday, October 21st. Argus upped their price objective on shares of Wells Fargo & Company from $94.00 to $101.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Morgan Stanley increased their price objective on shares of Wells Fargo & Company from $95.00 to $97.00 and gave the stock an “equal weight” rating in a research note on Wednesday, October 15th. Finally, Freedom Capital cut shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $94.87.

Wells Fargo & Company News Summary

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.