Wells Fargo & Company $WFC Stake Increased by AlphaQuest LLC

AlphaQuest LLC boosted its holdings in Wells Fargo & Company (NYSE:WFC) by 1,121.0% in the third quarter, HoldingsChannel.com reports. The firm owned 24,079 shares of the financial services provider’s stock after acquiring an additional 22,107 shares during the period. AlphaQuest LLC’s holdings in Wells Fargo & Company were worth $2,018,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also made changes to their positions in the company. Access Investment Management LLC acquired a new stake in Wells Fargo & Company in the second quarter worth approximately $25,000. Marquette Asset Management LLC raised its stake in shares of Wells Fargo & Company by 472.4% in the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after buying an additional 274 shares in the last quarter. McElhenny Sheffield Capital Management LLC acquired a new stake in shares of Wells Fargo & Company in the second quarter valued at $27,000. Grey Fox Wealth Advisors LLC bought a new position in Wells Fargo & Company during the third quarter valued at about $30,000. Finally, Kilter Group LLC acquired a new position in Wells Fargo & Company during the second quarter worth about $31,000. 75.90% of the stock is currently owned by institutional investors and hedge funds.

Wells Fargo & Company Price Performance

Shares of NYSE:WFC opened at $90.50 on Friday. The firm has a market cap of $284.08 billion, a price-to-earnings ratio of 14.43, a P/E/G ratio of 0.99 and a beta of 1.09. Wells Fargo & Company has a 1 year low of $58.42 and a 1 year high of $97.76. The company has a current ratio of 0.90, a quick ratio of 0.84 and a debt-to-equity ratio of 1.05. The business has a fifty day simple moving average of $90.91 and a 200 day simple moving average of $85.21.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.10. The business had revenue of $11.97 billion during the quarter, compared to analyst estimates of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The firm’s revenue was up 4.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.43 EPS. As a group, sell-side analysts predict 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 disclosed a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis 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 presently 28.71%.

Trending Headlines about Wells Fargo & Company

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

Analyst Upgrades and Downgrades

WFC has been the topic of a number of research reports. Keefe, Bruyette & Woods boosted their target price on shares of Wells Fargo & Company from $92.00 to $101.00 and gave the stock a “market perform” rating in a report on Wednesday, December 17th. Freedom Capital cut Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Robert W. Baird lowered Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 6th. Bank of America lifted their target price on Wells Fargo & Company from $92.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, October 15th. Finally, TD Cowen reduced their target price on Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a report on Thursday, January 15th. Thirteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target 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.