Focus Partners Advisor Solutions LLC Acquires New Stake in Wells Fargo & Company $WFC

Key Points

• Focus Partners Advisor Solutions acquired 69,083 Wells Fargo shares in the second quarter, valued at approximately $5.7 million. Institutional investors collectively own 75.9% of WFC’s outstanding stock.
• Analysts maintain a generally positive outlook, with Wells Fargo carrying a consensus rating of “Moderate Buy” and an average price target of $98.61, above its reported $83.69 opening price.
• Wells Fargo exceeded quarterly earnings and revenue expectations, while revenue rose 8.6% year over year. The bank also increased its quarterly dividend to $0.50 per share, equivalent to a 2.4% annualized yield.

Focus Partners Advisor Solutions LLC acquired a new position in shares of Wells Fargo & Company (NYSE:WFC - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 69,083 shares of the financial services provider's stock, valued at approximately $5,709,000.

Several other institutional investors have also recently added to or reduced their stakes in WFC. Godfrey Financial Associates Inc. purchased a new position in Wells Fargo & Company in the 4th quarter valued at about $25,000. Miller Capital Partners Inc. purchased a new stake in shares of Wells Fargo & Company during the fourth quarter worth about $25,000. Navalign LLC purchased a new stake in shares of Wells Fargo & Company during the fourth quarter worth about $26,000. Joseph Group Capital Management acquired a new position in shares of Wells Fargo & Company in the fourth quarter valued at approximately $28,000. Finally, Core Wealth Advisors LLC acquired a new position in shares of Wells Fargo & Company in the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 75.90% of the company's stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on WFC shares. JPMorgan Chase & Co. raised their target price on shares of Wells Fargo & Company from $93.50 to $95.50 and gave the stock a "neutral" rating in a research report on Wednesday, July 29th. Raymond James Financial reiterated a "market perform" rating on shares of Wells Fargo & Company in a report on Tuesday, July 14th. Wall Street Zen raised Wells Fargo & Company from a "sell" rating to a "hold" rating in a research note on Sunday, June 14th. Phillip Securities raised Wells Fargo & Company from a "moderate buy" rating to a "strong-buy" rating in a research note on Thursday, May 7th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Wells Fargo & Company in a report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, Wells Fargo & Company presently has an average rating of "Moderate Buy" and a consensus target price of $98.61.

Wells Fargo & Company Trading Down 2.6%

Shares of WFC stock opened at $83.69 on Friday. The firm has a market cap of $253.08 billion, a P/E ratio of 12.16, a PEG ratio of 0.93 and a beta of 0.92. Wells Fargo & Company has a 1-year low of $72.78 and a 1-year high of $97.76. The company has a debt-to-equity ratio of 1.09, a current ratio of 0.90 and a quick ratio of 0.90. The firm's 50-day simple moving average is $86.08 and its 200-day simple moving average is $82.97.

Wells Fargo & Company (NYSE:WFC - Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $1.96 earnings per share (EPS) for the quarter, topping 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 last year, the company earned $1.60 earnings per share. The company's quarterly revenue was up 8.6% on a year-over-year basis. As a group, equities analysts forecast that Wells Fargo & Company will post 7.26 EPS for the current year.

Wells Fargo & Company Increases Dividend

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

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 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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