Highline Wealth Partners LLC lowered its position in shares of Wells Fargo & Company (NYSE:WFC) by 94.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 769 shares of the financial services provider’s stock after selling 12,994 shares during the period. Highline Wealth Partners LLC’s holdings in Wells Fargo & Company were worth $72,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds also recently added to or reduced their stakes in WFC. Capital Research Global Investors increased its holdings in shares of 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 worth $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% during the third 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 purchasing an additional 399,088 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of Wells Fargo & Company by 7.4% during 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 purchasing an additional 1,223,999 shares in the last quarter. Amundi boosted its position in shares of Wells Fargo & Company by 18.2% during the second quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock valued at $1,165,868,000 after buying an additional 2,180,693 shares during the last quarter. Finally, Boston Partners boosted its position in shares of Wells Fargo & Company by 1.9% during the third quarter. Boston Partners now owns 9,128,470 shares of the financial services provider’s stock valued at $763,675,000 after buying an additional 174,350 shares during the last quarter. 75.90% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Wells Fargo & Company
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Broker consensus remains supportive: several broker notes still rate WFC as a buy / moderate-buy, which helps underpin demand for the shares. Wells Fargo & Company (NYSE:WFC) Receives Average Rating of “Moderate Buy” from Brokerages
- Positive Sentiment: Investor income angle: analysis highlighting ~5% capital appreciation potential from WFC.PR.L preferred shares provides an alternate, yield-focused investment route tied to the Wells Fargo franchise. Wells Fargo: 5% Capital Appreciation Potential From WFC.PR.L Preferred Shares
- Positive Sentiment: CEO commentary: Charlie Scharf pushed back on market pessimism, arguing Main Street data remain resilient — messaging that can calm investor fears about credit and consumer fragility. Markets are nervous, but Main Street isn’t: Wells Fargo CEO flags economic disconnect
- Positive Sentiment: Customer engagement research: Wells Fargo’s 2026 Money Study (wide press coverage) highlights consumer behavior and engagement that can support fee businesses and cross‑sell opportunities over time. Wells Fargo 2026 Money Study Reveals Americans Redefining the American Dream; Gen Z leaning on Parents for Financial Support
- Neutral Sentiment: Wells Fargo’s analyst shop remains active: its notes (e.g., raising GE Vernova) show the bank continues to influence sector flows, but these calls are indirect for WFC equity performance. GE Vernova Stock Jumps After Wells Fargo Boosts Price Target
- Neutral Sentiment: Analyst activity elsewhere: Wells Fargo research trimming targets on other companies (Wingstop/Uber) underscores sector-by-sector repositioning but is not a direct signal on WFC fundamentals. Wingstop Stock Near 52-Week Low as Wells Fargo Trims Target to $225
- Neutral Sentiment: Near-term rate/inflation headwinds: commentary and analyst notes (Zacks) remind investors steady Fed rates keep pressure on net interest income growth in the short run. How to Approach Wells Fargo Stock Now as the Fed Keeps Rates Steady?
- Negative Sentiment: Morgan Stanley trimmed its WFC price target (from $108 to $100) and set an equal‑weight rating — a valuation downgrade that can cool near‑term enthusiasm despite the target still implying upside. Morgan Stanley lowers WFC price target to $100 (Benzinga)
- Negative Sentiment: Wells Fargo’s research cut the S&P 500 2026 target to 7,300 citing geopolitical and growth risks — a sign the bank sees elevated macro downside that could pressure trading, markets revenue and overall sentiment. S&P 500 Price Target Slashed to 7,300 by Wells Fargo on ‘Emerging Risk’
Insider Activity at Wells Fargo & Company
Wells Fargo & Company Stock Up 3.5%
WFC stock opened at $79.52 on Wednesday. The company has a market cap of $245.38 billion, a price-to-earnings ratio of 12.68, a P/E/G ratio of 0.82 and a beta of 1.08. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.90 and a current ratio of 0.90. The business’s 50-day moving average is $84.20 and its two-hundred day moving average is $86.25. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last released its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The business had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same period in the previous year, the company posted $1.43 EPS. The business’s quarterly revenue was up 4.5% compared to the same quarter last year. As a group, analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current year.
Wells Fargo & Company Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Investors of record on Friday, February 6th were given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 2.3%. The ex-dividend date was Friday, February 6th. Wells Fargo & Company’s payout ratio is 28.71%.
Analysts Set New Price Targets
A number of equities analysts have weighed in on WFC shares. JPMorgan Chase & Co. boosted their target price on Wells Fargo & Company from $99.00 to $99.50 and gave the stock a “neutral” rating in a research report on Monday, February 9th. UBS Group reaffirmed a “buy” rating and set a $113.00 price target on shares of Wells Fargo & Company in a report on Wednesday, February 4th. HSBC reiterated a “hold” rating and issued a $74.00 price target on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. CICC Research initiated coverage on shares of Wells Fargo & Company in a report on Wednesday, January 14th. They set a “market perform” rating and a $96.00 price objective for the company. Finally, Wolfe Research restated an “outperform” rating and set a $109.00 price objective on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $97.13.
Get Our Latest Stock Report on Wells Fargo & Company
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.
Further Reading
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