Mercer Global Advisors Inc. ADV Purchases 76,051 Shares of Wells Fargo & Company $WFC

Mercer Global Advisors Inc. ADV lifted its position in Wells Fargo & Company (NYSE:WFC) by 11.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 733,918 shares of the financial services provider’s stock after buying an additional 76,051 shares during the period. Mercer Global Advisors Inc. ADV’s holdings in Wells Fargo & Company were worth $61,517,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Hilton Capital Management LLC bought a new stake in shares of Wells Fargo & Company during the 2nd quarter valued at about $3,656,000. Mawer Investment Management Ltd. bought a new position in shares of Wells Fargo & Company in the 3rd quarter worth approximately $147,165,000. Guerra Advisors Inc lifted its stake in shares of Wells Fargo & Company by 43.2% in the 3rd quarter. Guerra Advisors Inc now owns 38,439 shares of the financial services provider’s stock worth $3,222,000 after purchasing an additional 11,594 shares during the period. AlphaQuest LLC lifted its stake in shares of Wells Fargo & Company by 1,121.0% in the 3rd quarter. AlphaQuest LLC now owns 24,079 shares of the financial services provider’s stock worth $2,018,000 after purchasing an additional 22,107 shares during the period. Finally, UMB Bank n.a. boosted its holdings in shares of Wells Fargo & Company by 52.7% in the third quarter. UMB Bank n.a. now owns 138,862 shares of the financial services provider’s stock worth $11,639,000 after buying an additional 47,946 shares during the last quarter. Institutional investors own 75.90% of the company’s stock.

Wells Fargo & Company Trading Up 2.1%

Wells Fargo & Company stock opened at $75.69 on Tuesday. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76. The firm has a market capitalization of $233.54 billion, a price-to-earnings ratio of 12.07, a P/E/G ratio of 0.81 and a beta of 1.08. The firm has a 50 day moving average of $87.31 and a 200 day moving average of $86.49. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.05.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.66 by $0.10. The business had revenue of $21.29 billion for the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The company’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.43 earnings per share. As a group, research analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 6th were given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Friday, February 6th. Wells Fargo & Company’s dividend payout ratio (DPR) is presently 28.71%.

Insider Activity

In related news, EVP Bridget E. Engle sold 30,000 shares of Wells Fargo & Company stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the transaction, the executive vice president owned 83,478 shares in the company, valued at approximately $7,270,933.80. The trade was a 26.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kleber Santos sold 25,000 shares of the company’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 completion of the transaction, the executive vice president directly owned 79,876 shares of the company’s stock, valued at $7,006,722.72. This represents a 23.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 115,000 shares of company stock worth $10,050,000 in the last three months. Company insiders own 0.08% of the company’s stock.

Wells Fargo & Company News Roundup

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

• Positive Sentiment: NAHB/Wells Fargo Housing Market Index ticked up to 38 in March from 37 in February — a small improvement in builder confidence that, while still below the 50 expansion threshold, suggests modestly firmer demand for mortgages and home lending activity. U.S. Homebuilder Confidence Improves Modestly In March
• Positive Sentiment: Wells Fargo’s head of AI outlines a playbook aimed at keeping skills current and applying AI across bank workflows — signals of potential efficiency gains and product/operations improvements that could support margins over time. Wells Fargo’s head of AI shares his playbook
• Neutral Sentiment: Wells Fargo research warns that a sustained oil-price shock could tip the U.S. into recession — a macro scenario investors should watch because it would affect loan demand and credit quality across banks. What Would It Take to Tip the Economy into Recession?
• Neutral Sentiment: Wells Fargo analysts are active on tech names: a top analyst’s recent coverage (including a raised Micron target and other “strong buy” ratings) highlights the bank’s research visibility but has limited direct bearing on WFC’s fundamentals. These research moves can influence market flow but not WFC earnings directly. 3 Tech Stocks Rated ‘Strong Buy’ by Wells Fargo’s Top Analyst
• Neutral Sentiment: Separate Wells Fargo analyst note raising Micron (MU) price target ahead of Q2 results is driving activity in semiconductor names; this is tangential market news from WFC’s research arm rather than the bank itself. Top Wells Fargo Analyst Raises Micron Stock (MU) Price Target
• Neutral Sentiment: Micron Q2 preview from the market press (referenced by Wells Fargo analysts) is boosting tech volatility; again, this is market noise tied to WFC’s research presence rather than bank operations. Micron Q2 Earnings Preview
• Neutral Sentiment: Industry coverage on cybersecurity vendor Check Point and shifting growth expectations is not directly relevant to Wells Fargo’s business, but reflects the broader re‑rating environment in tech that can affect market sentiment. How The Check Point (CHKP) Investment Story Is Shifting
• Negative Sentiment: Analysis warns of mounting pressure on Wells Fargo (and Deutsche Bank) from private credit exposure and shadow-banking instability — items that raise investor concerns about hidden credit risk and regulatory/market spillovers for large banks. This is a direct negative narrative that can weigh on the stock if concerns escalate. Now It’s Wells Fargo And Deutsche Bank

Analyst Ratings Changes

WFC has been the subject of several recent research reports. TD Cowen cut their target price on shares of Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a research report on Thursday, January 15th. JPMorgan Chase & Co. increased their price target on shares of Wells Fargo & Company from $99.00 to $99.50 and gave the stock a “neutral” rating in a research report on Monday, February 9th. HSBC reiterated a “hold” rating and set a $74.00 price target on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Weiss Ratings restated a “buy (b)” rating on shares of Wells Fargo & Company in a research note on Wednesday, January 21st. Finally, CICC Research began coverage on Wells Fargo & Company in a report on Wednesday, January 14th. They issued a “market perform” rating and a $96.00 target price on the stock. Thirteen investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Wells Fargo & Company has an average rating of “Moderate Buy” and an average target price of $97.03.

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.