Birchwood Financial Partners Inc. Takes $671,000 Position in Wells Fargo & Company $WFC

Posted by ABMN Staff on Jun 19th, 2026

Birchwood Financial Partners Inc. purchased a new position in shares of Wells Fargo & Company (NYSE:WFC) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,200 shares of the financial services provider’s stock, valued at approximately $671,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Godfrey Financial Associates Inc. bought a new position in Wells Fargo & Company during the 4th quarter valued at $25,000. Miller Capital Partners Inc. bought a new stake in shares of Wells Fargo & Company in the 4th quarter worth about $25,000. Navalign LLC acquired a new stake in shares of Wells Fargo & Company in the 4th quarter valued at about $26,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Wells Fargo & Company in the 3rd quarter valued at about $27,000. Finally, Joseph Group Capital Management bought a new position in shares of Wells Fargo & Company during the fourth quarter worth about $28,000. Institutional investors own 75.90% of the company’s stock.

Wells Fargo & Company Price Performance

WFC opened at $82.31 on Friday. The firm has a market cap of $251.89 billion, a price-to-earnings ratio of 12.70, a price-to-earnings-growth ratio of 0.98 and a beta of 0.93. Wells Fargo & Company has a fifty-two week low of $72.78 and a fifty-two week high of $97.76. The company’s 50-day moving average price is $79.75 and its 200 day moving average price is $84.60. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.12.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.58 by $0.02. Wells Fargo & Company had a net margin of 17.26% and a return on equity of 13.27%. The firm had revenue of $11.62 billion for the quarter, compared to analysts’ expectations of $21.85 billion. During the same quarter last year, the company posted $1.39 earnings per share. Wells Fargo & Company’s revenue was up 6.4% on a year-over-year basis. As a group, sell-side analysts expect that Wells Fargo & Company will post 6.86 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

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

Key Headlines Impacting Wells Fargo & Company

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

Positive Sentiment: The Federal Reserve’s move to soften Basel III capital requirements could be a meaningful tailwind for U.S. banks, including Wells Fargo, by easing regulatory pressure and potentially improving capital flexibility and returns. The Quiet Revolution at the Fed: The U.S. Banking Sector Received a Catalyst More Potent than Rate Cuts
Positive Sentiment: Wells Fargo has been drawing investor attention as a trending stock, likely reflecting continued interest in the bank’s earnings outlook, valuation, and sector positioning. Here is What to Know Beyond Why Wells Fargo & Company (WFC) is a Trending Stock
Neutral Sentiment: Wells Fargo Investment Institute’s midyear outlook emphasized discipline amid volatility and uncertainty, which is more of a market-commentary update than a direct catalyst for WFC shares. Wells Fargo Investment Institute: When Every Headline Shouts, Discipline Matters Most
Neutral Sentiment: Wells Fargo also raised its S&P 500 year-end target on stronger earnings and easing macro risks, which supports a constructive market backdrop for financial stocks, though it is not specific to WFC’s fundamentals. US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risks
Negative Sentiment: Osaic said Signature Private Wealth Management left Wells Fargo Advisors Financial Network with more than $300 million in client assets, a small but notable advisor-asset outflow that could weigh on sentiment around Wells Fargo’s wealth management business. Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network with over $300 Million in Client Assets

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. The Goldman Sachs Group decreased their price target on 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. HSBC raised Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 target price on the stock in a report on Wednesday, April 1st. Evercore reiterated an “outperform” rating on shares of Wells Fargo & Company in a report on Friday, March 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Monday, April 20th. Finally, Phillip Securities upgraded Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $98.24.

View Our Latest Report on Wells Fargo & Company

Wells Fargo & Company Profile

(Free Report)

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.