Aaron Wealth Advisors LLC Has $3.81 Million Stock Position in Wells Fargo & Company $WFC

Aaron Wealth Advisors LLC raised its stake in shares of Wells Fargo & Company (NYSE:WFC) by 22.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 40,917 shares of the financial services provider’s stock after purchasing an additional 7,418 shares during the quarter. Aaron Wealth Advisors LLC’s holdings in Wells Fargo & Company were worth $3,813,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Hilton Capital Management LLC bought a new position in Wells Fargo & Company in the 2nd quarter worth approximately $3,656,000. Diversified Trust Co. raised its position in Wells Fargo & Company by 59.7% in the 4th quarter. Diversified Trust Co. now owns 35,285 shares of the financial services provider’s stock worth $3,289,000 after purchasing an additional 13,196 shares during the last quarter. Mawer Investment Management Ltd. bought a new position in Wells Fargo & Company in the 3rd quarter worth approximately $147,165,000. Guerra Advisors Inc raised its position in 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 purchasing an additional 11,594 shares during the last quarter. Finally, AlphaQuest LLC raised 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 worth $2,018,000 after purchasing an additional 22,107 shares during the last quarter. 75.90% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Ellen R. Patterson sold 60,000 shares of the business’s stock in a transaction on 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 transaction, the executive vice president owned 169,496 shares of the company’s stock, valued at $14,813,950.40. The trade was a 26.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Bridget E. Engle sold 30,000 shares of the business’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 completion of the transaction, the executive vice president directly owned 83,478 shares of the company’s stock, valued at $7,270,933.80. This trade represents a 26.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 115,000 shares of company stock valued at $10,050,000 in the last quarter. Company insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on WFC. Robert W. Baird upgraded shares of Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 price objective for the company in a research report on Friday, February 13th. Weiss Ratings restated a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. CICC Research assumed coverage on shares of Wells Fargo & Company in a research report on Wednesday, January 14th. They issued a “market perform” rating and a $96.00 price objective for the company. Truist Financial dropped 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 report on Tuesday, March 17th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $100.00 target price on shares of Wells Fargo & Company in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $98.13.

Wells Fargo & Company Stock Performance

Shares of Wells Fargo & Company stock opened at $81.78 on Tuesday. The firm has a fifty day moving average of $83.69 and a two-hundred day moving average of $86.22. The stock has a market capitalization of $252.34 billion, a price-to-earnings ratio of 13.04, a PEG ratio of 0.86 and a beta of 1.06. Wells Fargo & Company has a 52 week low of $58.42 and a 52 week high of $97.76. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.90 and a current ratio of 0.90.

Wells Fargo & Company (NYSE:WFC) last issued its 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 company had revenue of $21.29 billion during the quarter, compared to analysts’ expectations of $21.63 billion. During the same quarter in the previous year, the company posted $1.43 EPS. The business’s revenue for the quarter was up 4.5% compared to the same quarter last year. As a group, equities research analysts predict that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Dividend Announcement

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

Wells Fargo & Company News Summary

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

• Positive Sentiment: Wells Fargo Investment Institute no longer expects Fed rate cuts in 2026, a shift that implies higher-for-longer rates and can support banks’ net interest margins and earnings. Read More.
• Positive Sentiment: US payrolls showed continued job growth and a lower unemployment rate, reinforcing the view of a resilient economy and reducing near-term odds of Fed easing — another tailwind for bank profitability. Read More.
• Positive Sentiment: Income-focused investors are being reminded of Wells Fargo’s dividend appeal, with coverage highlighting WFC as an attractive dividend stock — this can support demand from yield-seeking holders. Read More.
• Neutral Sentiment: Analyst views are being rebalanced: Wells Fargo’s fair value estimate moved only slightly (to ~$99.30) and analysts are split — some raising targets into the low $100s while others trim upside. That mixed but active coverage can increase trading interest even if it doesn’t change the fundamental picture dramatically. Read More.
• Neutral Sentiment: Wells Fargo research teams remain active across sectors (for example, initiating coverage of Boeing), which helps the bank’s institutional franchise but is only indirectly relevant to WFC’s stock performance. Read More.
• Negative Sentiment: Wells Fargo Investment Institute downgraded the energy sector to “unfavorable,” signaling caution about parts of the market and geopolitical drag; this reflects a more cautious macro overlay that could temper risk appetite in broader bank-related flows. Read More.

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.