Dorato Capital Management Takes Position in Wells Fargo & Company $WFC

Dorato Capital Management acquired a new position in Wells Fargo & Company (NYSE:WFC) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 7,085 shares of the financial services provider’s stock, valued at approximately $632,000.

Several other hedge funds have also recently added to or reduced their stakes in WFC. Earned Wealth Advisors LLC increased its holdings in shares of Wells Fargo & Company by 3.6% during the fourth quarter. Earned Wealth Advisors LLC now owns 8,301 shares of the financial services provider’s stock valued at $774,000 after purchasing an additional 286 shares during the period. Abacus Planning Group Inc. lifted its holdings in Wells Fargo & Company by 24.5% in the fourth quarter. Abacus Planning Group Inc. now owns 7,785 shares of the financial services provider’s stock worth $726,000 after purchasing an additional 1,534 shares during the period. Wealth Advisory Solutions LLC acquired a new stake in Wells Fargo & Company in the fourth quarter worth about $222,000. Matauro LLC bought a new position in Wells Fargo & Company in the 4th quarter valued at about $343,000. Finally, HF Advisory Group LLC increased its stake in Wells Fargo & Company by 141.0% during the 4th quarter. HF Advisory Group LLC now owns 125,521 shares of the financial services provider’s stock valued at $11,699,000 after buying an additional 73,442 shares during the period. Institutional investors own 75.90% of the company’s stock.

Wells Fargo & Company Stock Performance

Shares of WFC opened at $80.75 on Friday. The company has a 50-day moving average of $83.94 and a two-hundred day moving average of $86.17. The stock has a market cap of $249.17 billion, a price-to-earnings ratio of 12.88, a PEG ratio of 0.86 and a beta of 1.06. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.90. Wells Fargo & Company has a one year low of $58.42 and a one year high of $97.76.

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. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The business had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same quarter in the prior year, the firm earned $1.43 EPS. The firm’s quarterly revenue was up 4.5% on a year-over-year basis. On average, equities research analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Announces Dividend

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

Wall Street Analyst Weigh In

WFC has been the subject of a number of research analyst reports. Barclays upped their price target on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. UBS Group reaffirmed a “buy” rating and set a $113.00 price target on shares of Wells Fargo & Company in a research note on Wednesday, February 4th. Evercore reissued an “outperform” rating on shares of Wells Fargo & Company in a research note on Friday, March 6th. HSBC upgraded shares of Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 price target on the stock in a research report on Wednesday. Finally, The Goldman Sachs Group cut their target price on shares of Wells Fargo & Company from $109.00 to $93.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $98.13.

Insider Activity at Wells Fargo & Company

In other Wells Fargo & Company news, EVP Ellen R. Patterson sold 60,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was 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 directly owned 169,496 shares in the company, valued at approximately $14,813,950.40. This trade represents a 26.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Bridget E. Engle sold 30,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $87.10, for a total value of $2,613,000.00. Following the completion of the transaction, the executive vice president owned 83,478 shares in the company, valued at $7,270,933.80. This represents a 26.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 115,000 shares of company stock valued at $10,050,000. Company insiders own 0.08% of the company’s stock.

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: HSBC upgraded WFC from “hold” to “buy” with a $94 price target, giving the stock a near-term positive catalyst and supporting the rally. Article Title
• Neutral Sentiment: Zacks notes rising investor attention in WFC (analysis/flow of interest rather than new fundamental news); this can amplify moves but is not a direct fundamental catalyst. Article Title
• Neutral Sentiment: Wells Fargo analysts trimmed coverage/price targets on other large names (Fiserv, Meta) this week—a sign the firm’s research desks are re‑calibrating multiples across sectors rather than issuing bank‑specific downgrades; this creates mixed headline flow for investors tracking analyst activity. Article Title Article Title
• Negative Sentiment: Morgan Stanley lowered its price target on WFC to $100 — a downward revision that injects some selling pressure and offsets part of the HSBC-driven buying. Article Title
• Negative Sentiment: Wells Fargo’s own equity team lowered its year‑end S&P 500 target and its strategist Ohsung Kwon warned markets will remain volatile in coming months—comments that strengthen a risk‑off backdrop and can cap upside for bank stocks broadly. Article Title Article Title

Wells Fargo & 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.