J. Safra Sarasin Holding AG Invests $1.09 Million in Wells Fargo & Company $WFC

J. Safra Sarasin Holding AG acquired a new stake in shares of Wells Fargo & Company (NYSE:WFC) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 12,939 shares of the financial services provider’s stock, valued at approximately $1,085,000.

Several other large investors have also recently added to or reduced their stakes in WFC. Hidden Cove Wealth Management LLC grew its holdings in shares of Wells Fargo & Company by 2.0% during the 3rd quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock valued at $499,000 after acquiring an additional 119 shares in the last quarter. Zullo Investment Group Inc. boosted its position in Wells Fargo & Company by 2.0% during the third quarter. Zullo Investment Group Inc. now owns 6,340 shares of the financial services provider’s stock valued at $532,000 after purchasing an additional 122 shares during the last quarter. Embree Financial Group grew its stake in Wells Fargo & Company by 3.9% in the third quarter. Embree Financial Group now owns 3,330 shares of the financial services provider’s stock valued at $279,000 after purchasing an additional 126 shares in the last quarter. Trust Co. of Vermont increased its position in Wells Fargo & Company by 1.1% in the 3rd quarter. Trust Co. of Vermont now owns 12,098 shares of the financial services provider’s stock worth $1,014,000 after purchasing an additional 126 shares during the last quarter. Finally, Traphagen Investment Advisors LLC increased its position in Wells Fargo & Company by 2.0% in the 3rd quarter. Traphagen Investment Advisors LLC now owns 6,346 shares of the financial services provider’s stock worth $532,000 after purchasing an additional 127 shares during the last quarter. Institutional investors and hedge funds own 75.90% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on WFC shares. Wall Street Zen upgraded Wells Fargo & Company from a “sell” rating to a “hold” rating in a report on Saturday, October 4th. Truist Financial reduced their target price on shares of Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, January 15th. Freedom Capital downgraded shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Royal Bank Of Canada restated an “outperform” rating and set a $100.00 price target on shares of Wells Fargo & Company in a report on Thursday, January 15th. Finally, Evercore ISI reduced their price objective on shares of Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating for the company in a research note on Thursday, January 15th. Thirteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $94.87.

Key Wells Fargo & Company News

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

• Positive Sentiment: Board approved a quarterly common-stock dividend of $0.45 per share, payable March 1 to holders of record Feb. 6 — a clear cash-return signal for income investors. Wells Fargo Announces Common Stock Dividend
• Positive Sentiment: Short interest fell ~12.3% in January to ~33.7M shares (≈1.1% of float; 2.0 days to cover), lowering short-driven downside risk and potentially removing a seller cohort. Source: market data
• Positive Sentiment: Wells Fargo hired an Amazon Web Services executive, Faraz Shafiq, to lead AI efforts — a strategic hire that may improve productivity, risk modeling and client-facing tech over time. Wells Fargo hires Amazon Web Services exec Faraz Shafiq for AI push
• Positive Sentiment: Industry trend: coverage notes that major banks (including Wells Fargo) are investing heavily in generative AI — a structural tailwind that could boost efficiency and margins over time. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: Analyst sentiment is mixed-to-moderately optimistic: coverage roundup shows analysts broadly neutral-to-positive on WFC, citing slower recent performance but steady fundamentals and reasonable valuation. This keeps upside possible but not unanimous. Are Wall Street Analysts Predicting Wells Fargo Stock Will Climb or Sink?
• Neutral Sentiment: Wells Fargo research activity (e.g., updating revenue forecasts for other companies such as Alnylam) signals an active equity research desk but has limited direct impact on WFC’s own fundamentals. Wells Fargo Raises Alnylam (ALNY) Revenue Estimates for Amvuttra Despite Projected Margin Compression
• Negative Sentiment: Talent loss — BMO Capital Markets hired Wells Fargo’s Malik as operating chief, reflecting some executive turnover and potential loss of institutional knowledge. That kind of departure can concern investors about bench strength and continuity. BMO Capital Markets hires Wells Fargo’s Malik as operating chief

Wells Fargo & Company Price Performance

NYSE WFC opened at $88.16 on Thursday. Wells Fargo & Company has a 1 year low of $58.42 and a 1 year high of $97.76. The company has a fifty day simple moving average of $90.60 and a 200 day simple moving average of $85.12. The company has a current ratio of 0.90, a quick ratio of 0.84 and a debt-to-equity ratio of 1.05. The company has a market cap of $276.74 billion, a P/E ratio of 14.06, a P/E/G ratio of 0.97 and a beta of 1.09.

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, topping 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 firm had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $21.63 billion. During the same quarter last year, the firm posted $1.43 EPS. The business’s quarterly revenue was up 4.5% on a year-over-year basis. On average, sell-side analysts predict that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be paid a dividend of $0.45 per share. The ex-dividend date is Friday, February 6th. This represents a $1.80 annualized dividend and a yield of 2.0%. Wells Fargo & Company’s dividend payout ratio is presently 28.71%.

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.