Wells Fargo & Company $WFC Shares Sold by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC cut its position in shares of Wells Fargo & Company (NYSE:WFC) by 21.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 34,483 shares of the financial services provider’s stock after selling 9,362 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Wells Fargo & Company were worth $2,890,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Cloud Capital Management LLC acquired a new stake in shares of Wells Fargo & Company during the third quarter worth $37,000. LRI Investments LLC raised its stake in Wells Fargo & Company by 243.3% during the third quarter. LRI Investments LLC now owns 26,284 shares of the financial services provider’s stock worth $2,203,000 after acquiring an additional 18,628 shares during the period. Fidelis Capital Partners LLC lifted its holdings in Wells Fargo & Company by 23.7% in the third quarter. Fidelis Capital Partners LLC now owns 39,938 shares of the financial services provider’s stock worth $3,348,000 after acquiring an additional 7,657 shares during the last quarter. Folger Nolan Fleming Douglas Capital Management Inc. lifted its holdings in shares of Wells Fargo & Company by 1.2% in the 3rd quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 71,533 shares of the financial services provider’s stock worth $5,996,000 after purchasing an additional 837 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its stake in Wells Fargo & Company by 101.7% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 28,337 shares of the financial services provider’s stock valued at $2,375,000 after buying an additional 14,285 shares during the last quarter. Institutional investors own 75.90% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. TD Cowen cut their price target on Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating on the stock in a report on Thursday, January 15th. Wolfe Research reissued an “outperform” rating and issued a $109.00 price target on shares of Wells Fargo & Company in a report on Wednesday, January 7th. UBS Group reduced their price objective 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. 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. Finally, Truist Financial decreased their target price on Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating for the company 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 assigned a Sell rating to the stock. According to MarketBeat.com, Wells Fargo & Company currently has an average rating of “Moderate Buy” and a consensus price target of $94.87.

Wells Fargo & Company Price Performance

Shares of Wells Fargo & Company stock opened at $90.50 on Friday. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.84. The firm has a fifty day moving average price of $90.91 and a two-hundred day moving average price of $85.21. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76. The company 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.

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

Wells Fargo & Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Sunday, March 1st. Shareholders of record on Friday, February 6th will be issued 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 is currently 28.71%.

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

Wells Fargo & 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.