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Daniel Welden Analyst Performance

Analyst at Wells Fargo & Company

Daniel Welden is a stock analyst at Wells Fargo & Company in the finance sector, covering 23 publicly traded companies. Over the past year, Daniel Welden has issued 23 stock ratings, including buy, hold, and sell recommendations. While full access to Daniel Welden's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Daniel Welden's coverage history, rating activity, and performance tendencies - helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
23 Last 0 Years
Buy Recommendations
43.48% 10 Buy Ratings
Companies Covered
23 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy43.5%10 ratings
Hold52.2%12 ratings
Sell4.3%1 ratings

Out of 23 total stock ratings issued by Daniel Welden at Wells Fargo & Company, the majority (52.2%) have been Hold recommendations, followed by 43.5% Buy and 4.3% Sell.

Best & Worst Calls

This analyst does not have any ratings with enough history to determine best and worst calls.

Exchange Coverage

ExchangePercentageCount
NASDAQ
52.2% of companies on NASDAQ
12 companies
NYSE
43.5% of companies on NYSE
10 companies
BATS
4.3% of companies on BATS
1 company

Daniel Welden, an analyst at Wells Fargo & Company, currently covers 23 companies listed on NASDAQ, NYSE and BATS, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Finance
23 companies
100.0%

Daniel Welden of Wells Fargo & Company specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
CAPITAL MARKETS
23 companies
100.0%

Daniel Welden's Ratings History at Wells Fargo & Company

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Blackstone Inc. stock logo
BX
Blackstone
10/2/2026Initiated Coverage$112.24$122.00Equal Weight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
10/2/2026Initiated Coverage$114.22$127.00Equal Weight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
10/2/2026Initiated Coverage$91.15$97.00Equal Weight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
10/2/2026Initiated Coverage$114.72$125.00Equal Weight
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
10/1/2026Set Price Target$159.71$172.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
10/1/2026Initiated Coverage$91.67$100.00Positive
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/1/2026Initiated Coverage$98.34$105.00Equal Weight
Carlyle Group Inc. stock logo
CG
Carlyle Group
10/1/2026Initiated Coverage$40.39$43.00Equal Weight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
10/1/2026Initiated Coverage$189.29$200.00Equal Weight
TPG Inc. stock logo
TPG
TPG
10/1/2026Initiated Coverage$44.73$47.00Equal Weight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/1/2026Initiated Coverage$8.94$10.00Equal Weight
Ares Management Corporation stock logo
ARES
Ares Management
10/1/2026Initiated Coverage$116.50$136.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/1/2026Initiated Coverage$312.15$362.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/1/2026Initiated Coverage$85.81$102.00Overweight
SEI Investments Company stock logo
SEIC
SEI Investments
10/1/2026Initiated Coverage$103.87$129.00Overweight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
10/1/2026Set Price Target$44.63$51.00Overweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
10/1/2026Initiated Coverage$88.57$103.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
10/1/2026Initiated Coverage$44.71$55.00Overweight
Bullish stock logo
BLSH
Bullish
10/1/2026Initiated Coverage$34.72$38.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
10/1/2026Initiated Coverage$277.19$301.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
10/1/2026Initiated Coverage$265.10$301.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
10/1/2026Initiated Coverage$103.30$118.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
10/1/2026Initiated Coverage$151.43$159.00Underweight