Ferguson Wellman Capital Management Inc. Buys 28,639 Shares of Wells Fargo & Company $WFC

Ferguson Wellman Capital Management Inc. grew its position in Wells Fargo & Company (NYSE:WFC) by 3.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 964,460 shares of the financial services provider’s stock after acquiring an additional 28,639 shares during the quarter. Wells Fargo & Company comprises about 1.4% of Ferguson Wellman Capital Management Inc.’s portfolio, making the stock its 21st largest position. Ferguson Wellman Capital Management Inc.’s holdings in Wells Fargo & Company were worth $89,888,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in WFC. Norges Bank bought a new position in Wells Fargo & Company during the 2nd quarter valued at about $3,990,551,000. Capital Research Global Investors raised its position in Wells Fargo & Company by 18.6% in the 3rd quarter. Capital Research Global Investors now owns 35,660,903 shares of the financial services provider’s stock worth $2,989,104,000 after purchasing an additional 5,584,930 shares during the period. Danske Bank A S bought a new stake in Wells Fargo & Company in the third quarter worth about $215,638,000. M&G PLC boosted its position in shares of Wells Fargo & Company by 320.3% during the third quarter. M&G PLC now owns 2,946,277 shares of the financial services provider’s stock valued at $247,487,000 after buying an additional 2,245,307 shares during the period. Finally, Amundi boosted its position in shares of Wells Fargo & Company by 18.2% during the second quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock valued at $1,165,868,000 after buying an additional 2,180,693 shares during the period. Institutional investors own 75.90% of the company’s stock.

Analysts Set New Price Targets

WFC has been the topic of several recent analyst reports. Argus increased their price target on Wells Fargo & Company from $94.00 to $101.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Truist Financial lowered their price objective on shares of Wells Fargo & Company from $98.00 to $94.00 and set a “buy” rating for the company in a research note on Tuesday, March 17th. The Goldman Sachs Group dropped their target price on Wells Fargo & Company from $109.00 to $93.00 and set a “buy” rating on the stock in a research report on Monday. Barclays boosted their price target on Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. Thirteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, Wells Fargo & Company presently has an average rating of “Moderate Buy” and an average price target of $96.82.

Insider Activity at Wells Fargo & Company

In related news, EVP Kleber Santos sold 25,000 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the transaction, the executive vice president directly owned 79,876 shares of the company’s stock, valued at $7,006,722.72. This represents a 23.84% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Ellen R. Patterson sold 60,000 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $87.40, for a total value 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 trade represents a 26.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 115,000 shares of company stock valued at $10,050,000 in the last ninety days. Corporate insiders own 0.08% of the company’s stock.

Wells Fargo & Company Price Performance

Shares of WFC opened at $80.24 on Thursday. The company has a market cap of $247.58 billion, a price-to-earnings ratio of 12.80, a price-to-earnings-growth ratio of 0.87 and a beta of 1.08. Wells Fargo & Company has a twelve month low of $58.42 and a twelve month high of $97.76. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.05. The company has a 50 day moving average of $84.99 and a two-hundred day moving average of $86.28.

Wells Fargo & Company (NYSE:WFC) last released its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.10. The business had revenue of $21.29 billion for the quarter, compared to analyst estimates of $21.63 billion. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The business’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.43 earnings per share. As a group, analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

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

More Wells Fargo & Company News

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

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.