43,645 Shares in Wells Fargo & Company $WFC Bought by SWS Partners

Key Points

• SWS Partners acquired 43,645 Wells Fargo shares during the second quarter, valued at approximately $3.61 million. Hedge funds and other institutional investors collectively own 75.9% of the company.
• Wells Fargo’s latest quarter exceeded expectations, with EPS of $1.96 versus the $1.73 consensus and revenue of $22.62 billion, up 8.6% year over year.
• The company raised its quarterly dividend to $0.50 from $0.45, implying a 2.4% annual yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $98.61, versus a recent share price of $83.69.

SWS Partners bought a new position in shares of Wells Fargo & Company (NYSE:WFC) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 43,645 shares of the financial services provider's stock, valued at approximately $3,607,000.

Several other hedge funds have also modified their holdings of the stock. Swiss Life Asset Management Ltd boosted its holdings in shares of Wells Fargo & Company by 4.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 350,567 shares of the financial services provider's stock worth $32,673,000 after buying an additional 14,168 shares during the period. Vanguard Personalized Indexing Management LLC raised its holdings in shares of Wells Fargo & Company by 4.4% during the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 412,511 shares of the financial services provider's stock valued at $38,446,000 after acquiring an additional 17,302 shares during the period. Norges Bank purchased a new stake in shares of Wells Fargo & Company in the 4th quarter valued at approximately $4,512,563,000. Winning Points Advisors LLC purchased a new stake in shares of Wells Fargo & Company in the 4th quarter valued at approximately $3,384,000. Finally, Xponance LLC boosted its stake in Wells Fargo & Company by 4.4% in the 4th quarter. Xponance LLC now owns 502,070 shares of the financial services provider's stock worth $46,793,000 after purchasing an additional 20,967 shares during the period. 75.90% of the stock is owned by hedge funds and other institutional investors.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Wells Fargo established a new Series HH preferred stock, expanding its capital-raising options. A related analysis highlights the preferred shares’ roughly 6.6% yield, which may appeal to income-focused investors and support interest in Wells Fargo’s securities. Skip The CDs For Wells Fargo's 6.6% Yielding Preferred Share Wells Fargo Establishes New Series HH Preferred Stock
• Positive Sentiment: Valuation commentary says WFC still appears discounted to an intrinsic-value estimate after generating a 126.5% total return over three years. That suggests potential long-term upside, although the size of the discount may be narrowing. Wells Fargo Stock Looks Cheap On Fair Value But Full On Earnings
• Neutral Sentiment: Recent fundamental performance remains solid: Wells Fargo’s latest reported quarter exceeded earnings and revenue estimates, with year-over-year revenue growth. However, investors may be weighing those results against the stock’s already substantial gains.
• Negative Sentiment: Wells Fargo has lagged some major-bank peers in 2026, particularly BNY Mellon, highlighting concerns that its business mix may be less favorable in the current market environment. Which Big Bank Stock Has Dominated in 2026
• Negative Sentiment: Commentary noting that WFC looks attractive on fair value but “full” on earnings suggests investors may be taking profits or demanding stronger catalysts before pushing the stock higher. Separate market coverage also recorded a recent decline while the broader market improved, indicating relative selling pressure. Wells Fargo Stock Declines While Market Improves

Wells Fargo & Company Stock Down 2.6%

WFC stock opened at $83.69 on Friday. Wells Fargo & Company has a 12-month low of $72.78 and a 12-month high of $97.76. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.09. The company has a market cap of $253.08 billion, a price-to-earnings ratio of 12.16, a PEG ratio of 0.93 and a beta of 0.92. The company has a 50 day moving average of $86.08 and a two-hundred day moving average of $82.97.

Wells Fargo & Company (NYSE:WFC - Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $1.96 EPS for the quarter, beating the consensus estimate of $1.73 by $0.23. Wells Fargo & Company had a net margin of 17.55% and a return on equity of 13.85%. The business had revenue of $22.62 billion for the quarter, compared to analysts' expectations of $21.86 billion. During the same period in the previous year, the company posted $1.60 EPS. Wells Fargo & Company's revenue was up 8.6% on a year-over-year basis. On average, equities analysts anticipate that Wells Fargo & Company will post 7.26 earnings per share for the current fiscal year.

Wells Fargo & Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 2.4%. This is an increase from Wells Fargo & Company's previous quarterly dividend of $0.45. The ex-dividend date is Friday, August 7th. Wells Fargo & Company's dividend payout ratio is presently 29.07%.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Wall Street Zen upgraded shares of Wells Fargo & Company from a "sell" rating to a "hold" rating in a research report on Sunday, June 14th. Morgan Stanley increased their target price on Wells Fargo & Company from $97.00 to $102.00 and gave the company an "equal weight" rating in a report on Monday, June 29th. Keefe, Bruyette & Woods decreased their target price on Wells Fargo & Company from $98.00 to $94.00 and set a "market perform" rating for the company in a research report on Wednesday, July 15th. Raymond James Financial reiterated a "market perform" rating on shares of Wells Fargo & Company in a report on Tuesday, July 14th. Finally, Phillip Securities raised Wells Fargo & Company from a "moderate buy" rating to a "strong-buy" rating in a research note on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $98.61.

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.

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