UMB Bank n.a. increased its holdings in Wells Fargo & Company (NYSE:WFC) by 52.7% during the third quarter, HoldingsChannel reports. The institutional investor owned 138,862 shares of the financial services provider’s stock after acquiring an additional 47,946 shares during the quarter. UMB Bank n.a.’s holdings in Wells Fargo & Company were worth $11,639,000 at the end of the most recent reporting period.
Several other large investors also recently added to or reduced their stakes in the business. Victrix Investment Advisors purchased a new stake in shares of Wells Fargo & Company in the 3rd quarter valued at about $204,000. Cutler Investment Counsel LLC increased its position in shares of Wells Fargo & Company by 2.3% in the third quarter. Cutler Investment Counsel LLC now owns 8,359 shares of the financial services provider’s stock worth $701,000 after purchasing an additional 190 shares during the last quarter. Donaldson Capital Management LLC purchased a new stake in Wells Fargo & Company in the third quarter valued at approximately $226,000. Frank Rimerman Advisors LLC raised its stake in Wells Fargo & Company by 10.2% in the third quarter. Frank Rimerman Advisors LLC now owns 33,324 shares of the financial services provider’s stock valued at $2,793,000 after purchasing an additional 3,086 shares in the last quarter. Finally, Everhart Financial Group Inc. lifted its position in Wells Fargo & Company by 4.8% during the third quarter. Everhart Financial Group Inc. now owns 22,065 shares of the financial services provider’s stock valued at $1,849,000 after purchasing an additional 1,014 shares during the last quarter. Institutional investors own 75.90% of the company’s stock.
Wells Fargo & Company Price Performance
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. The stock has a market capitalization 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 stock’s 50 day moving average price is $90.91 and its 200-day moving average price is $85.25. Wells Fargo & Company has a 52-week low of $58.42 and a 52-week high of $97.76.
Wells Fargo & Company Dividend Announcement
The business also recently declared 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 payout ratio is currently 28.71%.
Wall Street Analyst Weigh In
Several research firms have recently weighed in on WFC. Barclays raised their price objective on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Wells Fargo & Company in a report on Wednesday, January 21st. Keefe, Bruyette & Woods raised their price objective on Wells Fargo & Company from $92.00 to $101.00 and gave the company a “market perform” rating in a report on Wednesday, December 17th. Cfra Research raised Wells Fargo & Company to a “moderate buy” rating in a research note on Wednesday, October 15th. Finally, Morgan Stanley increased their price target on shares of Wells Fargo & Company from $95.00 to $97.00 and gave the company an “equal weight” rating in a research report on Wednesday, October 15th. Thirteen 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. Based on data from MarketBeat.com, Wells Fargo & Company presently has an average rating of “Moderate Buy” and an average target price of $94.87.
Check Out Our Latest Stock Analysis on WFC
Key Headlines Impacting 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
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.
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