Cullen Investment Group LTD. Has $8.75 Million Holdings in Wells Fargo & Company $WFC

Cullen Investment Group LTD. boosted its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 653.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 91,207 shares of the financial services provider’s stock after purchasing an additional 79,109 shares during the period. Wells Fargo & Company accounts for approximately 1.1% of Cullen Investment Group LTD.’s portfolio, making the stock its 21st biggest position. Cullen Investment Group LTD.’s holdings in Wells Fargo & Company were worth $8,751,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of Wells Fargo & Company by 62.3% during the fourth quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider’s stock worth $4,652,000 after purchasing an additional 25,436 shares during the period. CreativeOne Wealth LLC grew its position in shares of Wells Fargo & Company by 5.2% in the 2nd quarter. CreativeOne Wealth LLC now owns 15,733 shares of the financial services provider’s stock valued at $1,260,000 after purchasing an additional 782 shares during the period. FourThought Financial Partners LLC grew its position in shares of Wells Fargo & Company by 43.9% in the 2nd quarter. FourThought Financial Partners LLC now owns 7,302 shares of the financial services provider’s stock valued at $585,000 after purchasing an additional 2,228 shares during the period. North Star Asset Management Inc. increased its stake in Wells Fargo & Company by 14.8% during the 2nd quarter. North Star Asset Management Inc. now owns 14,307 shares of the financial services provider’s stock worth $1,146,000 after purchasing an additional 1,841 shares in the last quarter. Finally, J.W. Cole Advisors Inc. increased its stake in Wells Fargo & Company by 22.8% during the 2nd quarter. J.W. Cole Advisors Inc. now owns 102,378 shares of the financial services provider’s stock worth $8,203,000 after purchasing an additional 18,995 shares in the last quarter. 75.90% of the stock is owned by institutional investors and hedge funds.

Wells Fargo & Company Price Performance

NYSE:WFC opened at $80.24 on Thursday. Wells Fargo & Company has a 52-week low of $58.42 and a 52-week high of $97.76. The company has a market cap of $247.58 billion, a P/E ratio of 12.80, a P/E/G ratio of 0.87 and a beta of 1.08. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.90 and a current ratio of 0.90. The stock’s 50-day simple moving average is $84.99 and its 200 day simple moving average is $86.28.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, beating the consensus estimate of $1.66 by $0.10. The firm had revenue of $21.29 billion during the quarter, compared to analysts’ expectations of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The business’s quarterly revenue was up 4.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.43 earnings per share. As a group, sell-side analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 6th were issued a $0.45 dividend. This represents a $1.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, February 6th. Wells Fargo & Company’s dividend payout ratio is presently 28.71%.

Trending Headlines about Wells Fargo & Company

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

• Positive Sentiment: Analysts expect solid Q1 results and double‑digit profit growth heading into earnings season, supporting confidence that Wells Fargo can sustain earnings momentum. Wells Fargo’s Q1 2026 Earnings: What to Expect
• Positive Sentiment: Active options/trading ideas tied to WFC (example: a covered‑put/put‑selling trade pitched by analysts) signal investor income strategies and can mechanically support the share price by encouraging buy/hold positions. Wells Fargo Trade Idea
• Positive Sentiment: Wells Fargo’s $2.25M grant to the ICA Fund under its Open for Business Growth initiative is a modest positive for reputation and community lending visibility, which can help local deposit/growth narratives. ICA Fund Announces $2.25 Million in New Funding
• Neutral Sentiment: Wells Fargo research activity remains high (example: a raised price target on Cheniere Energy) — shows the firm’s capital‑markets/research presence but has limited direct impact on WFC’s fundamentals. Wells Fargo Research on Cheniere Energy
• Neutral Sentiment: Broader market/commentary from Wells Fargo economists (e.g., commentary on weak 2‑year auctions and “bunker mentality”) influences rate expectations and bank net interest margin outlooks but is not an immediate WFC‑specific catalyst. Wells Fargo Economist on Two‑Year Note Auction
• Negative Sentiment: CEO Charlie Scharf warned of potential credit losses as private‑credit strains (withdrawal restrictions) create spillover risk — a direct investor concern because higher credit losses would pressure provisions and profitability. CEO Warns of Credit Losses
• Negative Sentiment: Analyst sentiment has softened in places: selective price‑target trims and lowered expectations from firms such as Truist and reports noting reduced Street expectations introduce downside risk to near‑term sentiment. Analyst Revisions and Investor Guidance Goldman Lowers Expectations
• Negative Sentiment: Industry reporting on banks’ exposure to private‑credit stress highlights structural risk that could lead to higher provisions or slower fee growth if the private‑credit dislocation deepens. WSJ: Private Credit Meltdown

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $100.00 price target on shares of Wells Fargo & Company in a research note on Thursday, January 15th. TD Cowen lowered their price objective 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. JPMorgan Chase & Co. raised their price objective on shares of Wells Fargo & Company from $99.00 to $99.50 and gave the stock a “neutral” rating in a report on Monday, February 9th. Wolfe Research reaffirmed an “outperform” rating and issued a $109.00 price objective on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. Finally, Evercore reaffirmed an “outperform” rating on shares of Wells Fargo & Company in a research note on Friday, March 6th. Thirteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $96.82.

Insider Activity

In other Wells Fargo & Company news, EVP Bridget E. Engle sold 30,000 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the sale, the executive vice president directly owned 83,478 shares of the company’s stock, valued at approximately $7,270,933.80. This represents a 26.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Ellen R. Patterson sold 60,000 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the completion of the sale, the executive vice president owned 169,496 shares of the company’s stock, valued at approximately $14,813,950.40. This represents a 26.14% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 115,000 shares of company stock valued at $10,050,000. 0.08% of the stock is owned by insiders.

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.