Tweedy Browne Co LLC Has $48.75 Million Holdings in Wells Fargo & Company $WFC

Tweedy Browne Co LLC cut its holdings in Wells Fargo & Company (NYSE:WFC) by 2.9% in the third quarter, Holdings Channel reports. The fund owned 581,595 shares of the financial services provider’s stock after selling 17,186 shares during the quarter. Wells Fargo & Company accounts for approximately 4.2% of Tweedy Browne Co LLC’s portfolio, making the stock its 7th largest position. Tweedy Browne Co LLC’s holdings in Wells Fargo & Company were worth $48,749,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Redmont Wealth Advisors LLC bought a new stake in shares of Wells Fargo & Company in the 3rd quarter valued at about $27,000. Marquette Asset Management LLC boosted its stake in shares of Wells Fargo & Company by 472.4% during the third quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 274 shares in the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in Wells Fargo & Company during the third quarter valued at approximately $30,000. Kilter Group LLC purchased a new position in Wells Fargo & Company during the second quarter valued at approximately $31,000. Finally, Imprint Wealth LLC bought a new position in Wells Fargo & Company in the third quarter worth approximately $31,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on WFC. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $100.00 target price on shares of Wells Fargo & Company in a research report on Thursday, January 15th. CICC Research started coverage on Wells Fargo & Company in a research report on Wednesday, January 14th. They issued a “market perform” rating and a $96.00 price target for the company. Robert W. Baird upgraded Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 price objective for the company in a research note on Friday, February 13th. Barclays raised their price objective on Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Finally, Freedom Capital downgraded shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Thirteen research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $96.71.

Wells Fargo & Company Stock Up 0.6%

Wells Fargo & Company stock opened at $76.23 on Wednesday. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.90. The stock has a market capitalization of $235.21 billion, a price-to-earnings ratio of 12.16, a PEG ratio of 0.83 and a beta of 1.08. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $97.76. The business has a fifty day moving average price of $86.90 and a 200-day moving average price of $86.45.

Wells Fargo & Company (NYSE:WFC) last announced its earnings results 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 return on equity of 12.90% and a net margin of 17.27%.The firm had revenue of $21.29 billion for the quarter, compared to the consensus estimate of $21.63 billion. During the same period in the previous year, the business earned $1.43 EPS. The firm’s revenue for the quarter was up 4.5% on a year-over-year basis. Equities research analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Dividend Announcement

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

Insider Activity

In related news, EVP Ellen R. Patterson sold 60,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $87.40, for a total value of $5,244,000.00. Following the completion of the transaction, the executive vice president directly owned 169,496 shares of the company’s stock, valued at $14,813,950.40. This trade represents a 26.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Bridget E. Engle sold 30,000 shares of Wells Fargo & Company stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the completion of the sale, the executive vice president owned 83,478 shares of the company’s stock, valued at $7,270,933.80. This trade represents a 26.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 115,000 shares of company stock worth $10,050,000 over the last 90 days. 0.08% of the stock is currently owned by corporate insiders.

Key Wells Fargo & Company News

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

• Positive Sentiment: Wells Fargo filed a trademark for “WFUSD,” signaling a potential stablecoin and deeper crypto/payments initiatives that could open new fee and transaction revenues if regulators permit. Wells Fargo WFUSD Stablecoin Filing Meets Weak Share Momentum And Valuation
• Positive Sentiment: FiNet (Wells Fargo’s independent channel) recruited advisory teams from UBS, Commonwealth and Stifel representing about $1.2B in client assets — a direct AUM/fee lift and validation of advisor recruiting efforts. Wells Fargo’s FiNet Recruits Advisory Teams from UBS, Commonwealth, and Stifel
• Positive Sentiment: Wells Fargo co‑branded NAHB Housing Market Index ticked up, a modest sign of improving homebuilder sentiment that could support mortgage originations and related banking revenue. U.S. Homebuilder Confidence Improves Modestly In March
• Neutral Sentiment: Truist cut its WFC price target to $94 from $98 but kept a Buy rating — a modest analyst repricing that still implies upside, so mixed near‑term signal for the stock. Wells Fargo (WFC) PT Lowered to $94 at Truist Securities
• Neutral Sentiment: Evercore ISI similarly trimmed its target but maintained a Buy — another analyst adjustment that tempers enthusiasm but doesn’t indicate broad downgrade pressure. Evercore ISI Lowers PT on Wells Fargo (WFC), Keeps a Buy Rating
• Neutral Sentiment: Coverage and analyst activity from Wells Fargo (research on Dover, Polaris, Merck, tech picks) signal the bank’s active franchise in equity research but are indirect to WFC’s own fundamentals. Wells Fargo Sets $230 Target on Dover as Short-Cycle Recovery Gains Steam
• Negative Sentiment: Broader market risks — geopolitical fallout from the Iran war and rising concerns about private credit — are creating caution among managers and could weigh on bank trading, credit and capital markets revenue. 11 Investment Must Reads for This Week (March 17, 2026)

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.