Stevens Capital Management LP Has $1.10 Million Stock Position in Wells Fargo & Company $WFC

Stevens Capital Management LP lowered its stake in shares of Wells Fargo & Company (NYSE:WFC) by 79.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,079 shares of the financial services provider’s stock after selling 49,363 shares during the quarter. Stevens Capital Management LP’s holdings in Wells Fargo & Company were worth $1,096,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Access Investment Management LLC bought a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $25,000. Redmont Wealth Advisors LLC bought a new position in Wells Fargo & Company in the 3rd quarter worth approximately $27,000. Marquette Asset Management LLC lifted its holdings in Wells Fargo & Company by 472.4% during the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after buying an additional 274 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new position in Wells Fargo & Company in the 3rd quarter valued at $30,000. Finally, Kilter Group LLC bought a new position in Wells Fargo & Company in the 2nd quarter valued at $31,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Insider Activity at Wells Fargo & Company

In related news, EVP Kleber Santos sold 25,000 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the sale, the executive vice president owned 79,876 shares of the company’s stock, valued at approximately $7,006,722.72. This trade represents a 23.84% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.08% of the stock is currently owned by corporate insiders.

Wells Fargo & Company Stock Performance

Shares of WFC stock opened at $88.61 on Friday. The stock has a market cap of $278.17 billion, a PE ratio of 14.13, a price-to-earnings-growth ratio of 0.95 and a beta of 1.09. The stock has a 50-day moving average of $91.49 and a 200-day moving average of $86.15. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.84. Wells Fargo & Company has a one year low of $58.42 and a one year high of $97.76.

Wells Fargo & Company (NYSE:WFC) last released its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share 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 business had revenue of $11.97 billion for the quarter, compared to analyst estimates of $21.63 billion. During the same quarter last year, the firm earned $1.43 EPS. Wells Fargo & Company’s quarterly revenue was up 4.5% compared to the same quarter last year. As a group, sell-side analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

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

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on WFC shares. Freedom Capital lowered Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Evercore dropped their price objective on Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. JPMorgan Chase & Co. upped their target price on shares of Wells Fargo & Company from $99.00 to $99.50 and gave the company a “neutral” rating in a research report on Monday, February 9th. Royal Bank Of Canada reiterated an “outperform” rating and set a $100.00 price target on shares of Wells Fargo & Company in a research report on Thursday, January 15th. Finally, UBS Group reissued a “buy” rating and set a $113.00 price target on shares of Wells Fargo & Company in a research note on Wednesday, February 4th. Thirteen analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $97.03.

Wells Fargo & Company News Roundup

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

• Positive Sentiment: Analysts at Zacks highlighted that banks including Wells Fargo could regain mortgage market share if the Fed eases capital rules, which would support loan growth and margins for WFC. The Zacks Analyst Blog Rocket, PennyMac , Wells Fargo , Bank of America and JPMorgan
• Positive Sentiment: Coverage noting that Wells Fargo has outpaced broader market gains recently reinforces momentum/relative strength narratives for investors looking for banking exposure. Wells Fargo (WFC) outpaces stock market gains: What you should know
• Positive Sentiment: Wells Fargo research citing stronger user spending trends at Snowflake (SNOW) demonstrates the firm’s influence in equity research and can be a modest positive for perception of WFC’s research franchise. Snowflake Stock (SNOW) Rises after Wells Fargo Says Users Expect to Up Spending
• Neutral Sentiment: Wells Fargo updated its 2026 earnings release dates and conference call schedule — helpful operational detail for investors monitoring upcoming catalysts but not a fundamental change. Wells Fargo Updates 2026 Earnings Release Date Information
• Neutral Sentiment: Wells Fargo analysts trimmed their price target on Genius Sports (GENI), citing uncertainty around GENI’s Legend acquisition — this is research-driven and speaks to WFC’s analyst activity rather than WFC’s financials. Wells Fargo Cites Legend Acquisition Uncertainty as Potential Headwind for Genius Sports (GENI) Valuation
• Neutral Sentiment: Wells Fargo analysts maintained coverage/ratings on other consumer names (e.g., Wingstop), underscoring the firm’s active equity research but with limited direct impact on WFC stock. Wingstop Nears Growth Inflection on Improving Operations, Strategic Initiatives, and 2026 Expansion Outlook
• Negative Sentiment: EVP Kleber Santos sold 25,000 WFC shares (~$2.19M at ~$87.72), reducing his stake by ~24% — insider selling can raise short-term caution among investors even if not unusual. Insider Form 4 – Kleber Santos
• Negative Sentiment: Coverage comparing Wells Fargo and peers highlights investor worries about pressure on net interest income in a higher-for-longer rate environment — a key risk that can cap upside and explains recent underperformance vs. peers. Citigroup vs Wells Fargo: Which Wins on Dividends, Buybacks, Interest Rate Exposure?

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.