Fort Washington Investment Advisors Inc. OH boosted its holdings in Wells Fargo & Company (NYSE:WFC) by 2.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 940,133 shares of the financial services provider’s stock after acquiring an additional 23,643 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in Wells Fargo & Company were worth $87,620,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Hilton Capital Management LLC bought a new stake in Wells Fargo & Company in the second quarter valued at $3,656,000. Diversified Trust Co. grew its position in shares of Wells Fargo & Company by 59.7% during the fourth quarter. Diversified Trust Co. now owns 35,285 shares of the financial services provider’s stock worth $3,289,000 after acquiring an additional 13,196 shares during the last quarter. Mawer Investment Management Ltd. acquired a new stake in shares of Wells Fargo & Company in the 3rd quarter worth about $147,165,000. Guerra Advisors Inc increased its holdings in shares of Wells Fargo & Company by 43.2% in the 3rd quarter. Guerra Advisors Inc now owns 38,439 shares of the financial services provider’s stock worth $3,222,000 after acquiring an additional 11,594 shares during the period. Finally, AlphaQuest LLC lifted its position in Wells Fargo & Company by 1,121.0% in the 3rd quarter. AlphaQuest LLC now owns 24,079 shares of the financial services provider’s stock valued at $2,018,000 after purchasing an additional 22,107 shares during the last quarter. 75.90% of the stock is currently owned by institutional investors and hedge funds.
Wells Fargo & Company Stock Down 1.7%
Wells Fargo & Company stock opened at $78.90 on Friday. The stock has a market cap of $243.46 billion, a price-to-earnings ratio of 12.58, a PEG ratio of 0.88 and a beta of 1.08. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.05. The company’s 50-day moving average price is $84.79 and its two-hundred day moving average price is $86.23. 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 company also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Investors of record on Friday, February 6th were issued a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, February 6th. This represents a $1.80 annualized dividend and a yield of 2.3%. Wells Fargo & Company’s payout ratio is presently 28.71%.
More Wells Fargo & Company News
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Wells Fargo announced major digital milestones — Fargo® (its AI virtual assistant) has handled over 1 billion interactions in under three years and the bank surpassed 33 million mobile active users, signaling stronger customer engagement, potential cost efficiencies and higher digital cross‑sell opportunities. Wells Fargo Reaches Major Digital Milestones
- Positive Sentiment: Jefferies initiated coverage with a Buy and $100 price target, implying meaningful upside vs. current levels — this type of institutional endorsement can lift sentiment and trading flows. Jefferies Initiates Coverage (Benzinga)
- Positive Sentiment: Wells Fargo provided a $2.25M grant to the ICA Fund as part of community/SMB initiatives — positive for reputation and small‑business relationships, but a modest near‑term financial impact. ICA Fund Announces $2.25 Million in New Funding From Wells Fargo
- Neutral Sentiment: Analyst commentary and valuation pieces note WFC’s recent pullback and strong longer‑term returns — these show mixed investor views on whether the current price already reflects risks/opportunities. Useful for investors reassessing fair value, not an immediate catalyst. Is Wells Fargo (WFC) Pricing Reflect Its Recent Pullback And Strong Valuation Signals
- Neutral Sentiment: Options‑based trade ideas (selling short‑dated puts) are circulating as income/entry strategies given recent share levels — highlights investor interest in using WFC as an income/entry play but also implies expectations of limited near‑term downside. Wells Fargo Trade Idea: 7% Discount or 30% Annual Income?
- Negative Sentiment: CEO Charlie Scharf warned of potential credit losses ahead as private credit firms restrict withdrawals — an explicit management caution that raises concerns about asset‑quality pressure and loan‑book vulnerability. Wells Fargo CEO warns of credit losses ahead as private credit firms restrict withdrawals
- Negative Sentiment: Goldman Sachs and other outlets have trimmed expectations for WFC, and some analysts (e.g., Truist) have modestly lowered price targets — these cuts contribute to negative sentiment and can weigh on the stock until new earnings or clearer guidance arrive. The Goldman Sachs Group Has Lowered Expectations for Wells Fargo & Company (NYSE:WFC) Stock Price Wells Fargo (WFC)’s 2026 Outlook: Analyst Revisions and Investor Guidance
Insiders Place Their Bets
In other news, EVP Bridget E. Engle sold 30,000 shares of Wells Fargo & Company stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the transaction, the executive vice president directly owned 83,478 shares in the company, valued at approximately $7,270,933.80. This trade represents a 26.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Ellen R. Patterson sold 60,000 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was 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 directly owned 169,496 shares in the company, valued at $14,813,950.40. This represents a 26.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 115,000 shares of company stock worth $10,050,000 over the last ninety days. Company insiders own 0.08% of the company’s stock.
Wall Street Analyst Weigh In
A number of research analysts have issued reports on the stock. Truist Financial reduced their target price 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. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a report on Wednesday, January 21st. JPMorgan Chase & Co. boosted their price objective on Wells Fargo & Company from $99.00 to $99.50 and gave the stock a “neutral” rating in a research report on Monday, February 9th. Royal Bank Of Canada reissued an “outperform” rating and issued a $100.00 price objective on shares of Wells Fargo & Company in a report on Thursday, January 15th. Finally, Freedom Capital cut Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Fourteen research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, Wells Fargo & Company presently has a consensus rating of “Moderate Buy” and an average price target of $96.98.
Check Out Our Latest Analysis on Wells Fargo & Company
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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