Wells Fargo & Company (NYSE:WFC) Price Target Cut to $100.00 by Analysts at TD Cowen

Wells Fargo & Company (NYSE:WFC) had its price objective dropped by TD Cowen from $102.00 to $100.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “hold” rating on the financial services provider’s stock. TD Cowen’s target price would indicate a potential upside of 12.18% from the company’s previous close.

WFC has been the topic of a number of other reports. Truist Financial decreased their target price on Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating on the stock in a report on Thursday. CICC Research assumed coverage on Wells Fargo & Company in a research note on Wednesday. They issued a “market perform” rating and a $96.00 price objective on the stock. Cowen reiterated a “hold” rating on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Barclays increased their target price on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Finally, Argus lifted their price target on shares of Wells Fargo & Company from $94.00 to $101.00 and gave the company a “buy” rating in a report on Thursday. Thirteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Wells Fargo & Company presently has an average rating of “Hold” and a consensus price target of $94.87.

Wells Fargo & Company Stock Performance

Shares of WFC traded down $0.11 on Thursday, reaching $89.14. The company’s stock had a trading volume of 8,809,862 shares, compared to its average volume of 15,303,996. The company has a debt-to-equity ratio of 1.07, a current ratio of 0.84 and a quick ratio of 0.84. The stock has a market capitalization of $279.82 billion, a P/E ratio of 14.69, a PEG ratio of 0.86 and a beta of 1.09. The stock’s 50 day simple moving average is $90.07 and its two-hundred day simple moving average is $84.72. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76.

Wells Fargo & Company (NYSE:WFC) last announced its earnings results on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10. The business had revenue of $21.29 billion during the quarter, compared to analysts’ expectations of $21.63 billion. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The firm’s revenue was up 4.5% on a year-over-year basis. During the same period in the prior year, the company earned $1.43 earnings per share. Research analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Wells Fargo & Company

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Wells Fargo & Company by 0.4% in the second quarter. Vanguard Group Inc. now owns 302,092,955 shares of the financial services provider’s stock valued at $24,203,688,000 after purchasing an additional 1,341,222 shares during the period. Norges Bank acquired a new stake in shares of Wells Fargo & Company in the 2nd quarter worth $3,990,551,000. Capital Research Global Investors boosted its holdings in Wells Fargo & Company by 18.6% in the 3rd quarter. Capital Research Global Investors now owns 35,660,903 shares of the financial services provider’s stock valued at $2,989,104,000 after purchasing an additional 5,584,930 shares in the last quarter. Legal & General Group Plc lifted its holdings in shares of Wells Fargo & Company by 1.9% in the 3rd quarter. Legal & General Group Plc now owns 21,009,237 shares of the financial services provider’s stock valued at $1,760,994,000 after buying an additional 399,088 shares during the period. Finally, Massachusetts Financial Services Co. MA boosted its stake in shares of Wells Fargo & Company by 7.4% in the third quarter. Massachusetts Financial Services Co. MA now owns 17,859,680 shares of the financial services provider’s stock valued at $1,496,998,000 after buying an additional 1,223,999 shares in the last quarter. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Key Headlines Impacting Wells Fargo & Company

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

• Positive Sentiment: Q4 beat on earnings and profit lift from higher net interest income; management presented improving core profitability and early post‑asset‑cap growth (assets up). Wells Fargo Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Some analysts increased or reaffirmed bullish views (Argus raised its PT to $101; RBC kept an ‘Outperform’ rating), supporting the view of longer‑term upside despite short‑term weakness. These Analysts Revise Their Forecasts On Wells Fargo Following Q4 Earnings
• Neutral Sentiment: Analysts trimmed some price targets (Evercore lowered its PT to $105 while keeping an ‘Outperform’; Truist trimmed to $100) — indicating modestly lower near‑term expectations but continued conviction among some shops. WFC: Wells Fargo price target lowered by Evercore ISI
• Neutral Sentiment: Management messaging: CEO said the bank can compete on a ‘more level playing field’ in 2026 and the company signaled a shift to growth after the Fed lifted its asset cap — constructive but execution‑dependent. Wells Fargo CEO Says Bank Can Compete On ‘More Level Playing Field’ In 2026
• Negative Sentiment: Revenue missed expectations (total revenue below consensus) and the quarter included ~$612M in severance, keeping the efficiency ratio elevated — key reasons investors sold the stock despite an EPS beat. Wells Fargo profit climbs on interest income boost
• Negative Sentiment: Sector and policy headwinds: broad bank‑stock pullback after earnings and investor worries about a proposed cap on credit‑card rates (10% talk) create an overhang that would hurt card income if enacted. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?

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.