Capitolis Liquid Global Markets LLC Lowers Holdings in Wells Fargo & Company $WFC

Key Points

• Capitolis Liquid Global Markets LLC cut its Wells Fargo stake by 76.2%, selling 215,000 shares and ending the quarter with 67,270 shares valued at $5.639 million.
• Company insiders have been selling: EVP Ellen R. Patterson sold 60,000 shares and EVP Bridget E. Engle sold 30,000 shares (90,000 combined), with insiders totaling 115,000 shares sold in the quarter and now owning just 0.08% of the stock.
• Sell‑side analysts hold a consensus Moderate Buy rating with a $97.03 price target, while the stock recently traded around $74.11 and is described as technically deeply oversold, suggesting potential upside if sentiment improves.

Capitolis Liquid Global Markets LLC decreased its holdings in Wells Fargo & Company (NYSE:WFC - Free Report) by 76.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,270 shares of the financial services provider's stock after selling 215,000 shares during the period. Capitolis Liquid Global Markets LLC's holdings in Wells Fargo & Company were worth $5,639,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. Norges Bank purchased a new position in Wells Fargo & Company in the 2nd quarter worth approximately $3,990,551,000. Capital Research Global Investors boosted its stake in 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 during the period. M&G PLC grew its holdings in Wells Fargo & Company by 320.3% during the 3rd quarter. M&G PLC now owns 2,946,277 shares of the financial services provider's stock valued at $247,487,000 after buying an additional 2,245,307 shares in the last quarter. Amundi grew its holdings in Wells Fargo & Company by 18.2% during the 2nd 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 in the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in shares of Wells Fargo & Company by 8,010.7% during the second quarter. Laurel Wealth Advisors LLC now owns 1,973,730 shares of the financial services provider's stock valued at $158,135,000 after buying an additional 1,949,395 shares during the last quarter. Hedge funds and other institutional investors own 75.90% of the company's stock.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Technically deeply oversold and analyst support could spark a relief bounce — MarketBeat notes WFC is trading well below recent highs, its RSI is in oversold territory, and several outlets/analysts maintain Outperform/Buy ratings and high price targets that imply significant upside if sentiment stabilizes. Bargain Alert: Wells Fargo and Goldman Sachs Look Deeply Oversold
• Positive Sentiment: Strategic optionality in digital assets — filings show Wells Fargo has applied for a WFUSD trademark covering stablecoins and blockchain payment services, signaling a possible future new revenue stream (still speculative and regulatory-dependent). Wells Fargo Submits WFUSD Trademark Application
• Neutral Sentiment: Active analyst research flow — Wells Fargo analysts continue to move ratings/targets across sectors (cuts on Aptiv, upgrades in chemicals, positive calls on travel and retail names). This shows robust research activity that can influence trading in other names but is not directly catalytic for WFC’s fundamentals. Wells Fargo Cuts Aptiv Price Target Wells Fargo Upgrades Chemical Stocks
• Negative Sentiment: Earnings, revenue and operational concerns remain — MarketBeat highlights that WFC missed revenue/earnings expectations in January, has a relatively high efficiency ratio vs. peers, and saw headline risk from reported exposure to the failed U.K. mortgage finance firm Market Financial Solutions; those issues help explain selling pressure and could limit near-term multiple expansion. Bargain Alert: Wells Fargo and Goldman Sachs Look Deeply Oversold

Insider Activity at Wells Fargo & Company

In other Wells Fargo & Company news, EVP Ellen R. Patterson sold 60,000 shares of the company's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the sale, the executive vice president directly owned 169,496 shares in the company, valued at $14,813,950.40. This represents a 26.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Bridget E. Engle sold 30,000 shares of the company's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $87.10, for a total value of $2,613,000.00. Following the sale, the executive vice president owned 83,478 shares in the company, valued at approximately $7,270,933.80. This trade represents a 26.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 115,000 shares of company stock valued at $10,050,000. Insiders own 0.08% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Robert W. Baird raised shares of Wells Fargo & Company from an "underperform" rating to a "neutral" rating and set a $85.00 target price on the stock in a report on Friday, February 13th. Truist Financial cut their target price on shares of Wells Fargo & Company from $104.00 to $100.00 and set a "buy" rating for the company in a research note on Thursday, January 15th. Barclays boosted their price target on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an "overweight" rating in a research note on Monday, January 5th. Argus increased their price objective on shares of Wells Fargo & Company from $94.00 to $101.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. Thirteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $97.03.

Wells Fargo & Company Trading Down 1.5%

Shares of WFC opened at $74.11 on Monday. The stock has a market capitalization of $228.67 billion, a PE ratio of 11.82, a P/E/G ratio of 0.81 and a beta of 1.08. The company's fifty day moving average is $87.72 and its 200 day moving average is $86.53. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.90 and a current ratio of 0.90. 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 data on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, beating the consensus estimate of $1.66 by $0.10. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The business had revenue of $21.29 billion during the quarter, compared to analyst estimates of $21.63 billion. During the same quarter last year, the business earned $1.43 earnings per share. Wells Fargo & Company's quarterly revenue was up 4.5% compared to the same quarter last year. Sell-side analysts expect that Wells Fargo & Company will post 5.89 earnings per share 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. Investors of record on Friday, February 6th were issued a $0.45 dividend. The ex-dividend date of this dividend 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 dividend payout ratio (DPR) is presently 28.71%.

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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