Epoch Investment Partners Inc. Sells 14,309 Shares of Wells Fargo & Company $WFC

Epoch Investment Partners Inc. trimmed its stake in Wells Fargo & Company (NYSE:WFC) by 3.8% during the 4th quarter, Holdings Channel reports. The firm owned 358,975 shares of the financial services provider’s stock after selling 14,309 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Wells Fargo & Company were worth $33,456,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Godfrey Financial Associates Inc. bought a new position in shares of Wells Fargo & Company in the fourth quarter worth approximately $25,000. Navalign LLC bought a new position in shares of Wells Fargo & Company in the fourth quarter worth approximately $26,000. Redmont Wealth Advisors LLC bought a new position in shares of Wells Fargo & Company in the third quarter worth approximately $27,000. Joseph Group Capital Management bought a new position in shares of Wells Fargo & Company in the fourth quarter worth approximately $28,000. Finally, Core Wealth Advisors LLC bought a new position in shares of Wells Fargo & Company in the fourth quarter worth approximately $29,000. 75.90% of the stock is currently owned by institutional investors.

Key Wells Fargo & Company News

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

• Positive Sentiment: Wells Fargo highlighted its balance-sheet strategy and said it expects about $50 billion in net interest income for 2026, supported by loan and deposit trends. That reinforces the bank’s earnings outlook and may be helping sentiment on the stock. Wells Fargo’s Long-Dated Funding And NII Outlook Might Change The Case For Investing In WFC
• Positive Sentiment: Analysts and market commentary continue to point to WFC as an attractive dividend stock, which can support demand for the shares among income-focused investors. Why Wells Fargo (WFC) is a Top Dividend Stock for Your Portfolio
• Positive Sentiment: Wells Fargo announced a $1 million donation to support skilled trades training and workforce development in Pennsylvania, a reputationally positive move that underscores its community investment efforts. Wells Fargo Pledges $1 Million Donation Toward Skilled Trades in Pennsylvania
• Neutral Sentiment: Wells Fargo is also being mentioned in connection with Tilly’s extending a credit agreement with the bank. This is more of a client-services headline than a direct stock-moving catalyst for WFC. Tilly’s Extends Credit Agreement Maturity with Wells Fargo
• Negative Sentiment: Wells Fargo was named in a DOJ subpoena related to Trump-era “debanking” claims, which adds regulatory overhang and could weigh on the stock if the probe broadens or creates legal costs. JPMorgan, BofA, Wells Fargo Subpoenaed By DOJ In Trump’s Explosive ‘Debanking’ Crackdown: Report
• Neutral Sentiment: A video discussing summer food inflation referenced Wells Fargo’s Agri-Food Institute, but it appears more macroeconomic and consumer-focused than directly tied to WFC’s fundamentals. Best ways to barbecue on a budget this summer

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on WFC. Piper Sandler restated an “overweight” rating and issued a $94.00 price objective (down from $100.00) on shares of Wells Fargo & Company in a research report on Wednesday, April 15th. Barclays reduced their price target on shares of Wells Fargo & Company from $113.00 to $108.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 15th. Phillip Securities upgraded shares of Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, May 7th. 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, April 1st. Finally, Jefferies Financial Group initiated coverage on shares of Wells Fargo & Company in a research report on Thursday, March 26th. They set a “buy” rating and a $100.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, Wells Fargo & Company currently has an average rating of “Moderate Buy” and a consensus target price of $97.53.

Wells Fargo & Company Stock Down 0.1%

Shares of Wells Fargo & Company stock opened at $83.67 on Monday. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.90 and a current ratio of 0.90. Wells Fargo & Company has a 52-week low of $71.93 and a 52-week high of $97.76. The stock has a market capitalization of $256.05 billion, a price-to-earnings ratio of 12.91, a P/E/G ratio of 0.98 and a beta of 0.93. The company’s 50 day moving average price is $79.56 and its 200-day moving average price is $84.66.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $1.60 EPS for the quarter, topping analysts’ consensus estimates of $1.58 by $0.02. Wells Fargo & Company had a return on equity of 13.27% and a net margin of 17.26%.The company had revenue of $11.62 billion during the quarter, compared to analyst estimates of $21.85 billion. During the same quarter last year, the firm posted $1.39 earnings per share. The firm’s revenue was up 6.4% on a year-over-year basis. Equities research analysts forecast that Wells Fargo & Company will post 6.84 EPS for the current year.

Wells Fargo & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Friday, May 8th were paid a $0.45 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a yield of 2.2%. Wells Fargo & Company’s dividend payout ratio (DPR) is presently 27.78%.

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.