Wells Fargo & Company $WFC Shares Bought by Sivia Capital Partners LLC

Key Points

• Sivia Capital Partners increased its Wells Fargo stake by 538.2% in the second quarter, bringing its holdings to 23,544 shares valued at approximately $1.95 million. Institutional investors collectively own 75.9% of the company.
• Wells Fargo reported quarterly EPS of $1.96, beating estimates of $1.73, while revenue rose 8.6% year over year to $22.62 billion. The bank also raised its quarterly dividend from $0.45 to $0.50 per share, representing a 2.3% yield.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $98.61, above the reported share price of $85.92, although the stock has recently declined and trails some major bank peers.

Sivia Capital Partners LLC increased its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 538.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,544 shares of the financial services provider's stock after buying an additional 19,855 shares during the quarter. Sivia Capital Partners LLC's holdings in Wells Fargo & Company were worth $1,946,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Wells Fargo & Company in the fourth quarter worth $4,512,563,000. Amundi increased its stake in shares of Wells Fargo & Company by 73.0% in the 1st quarter. Amundi now owns 16,463,550 shares of the financial services provider's stock valued at $1,310,663,000 after purchasing an additional 6,944,316 shares in the last quarter. Mawer Investment Management Ltd. raised its stake in shares of Wells Fargo & Company by 177.7% during the 4th quarter. Mawer Investment Management Ltd. now owns 4,876,127 shares of the financial services provider's stock worth $454,455,000 after buying an additional 3,120,399 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Wells Fargo & Company by 13.0% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 20,625,070 shares of the financial services provider's stock worth $1,922,257,000 after acquiring an additional 2,369,260 shares during the period. Finally, PFA Pension Forsikringsaktieselskab acquired a new position in shares of Wells Fargo & Company during the 4th quarter worth about $173,651,000. Hedge funds and other institutional investors own 75.90% of the company's stock.

Wells Fargo & Company Stock Down 1.7%

Wells Fargo & Company stock opened at $85.92 on Thursday. The stock has a market cap of $259.81 billion, a PE ratio of 12.49, a P/E/G ratio of 0.95 and a beta of 0.92. 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 stock's fifty day moving average is $86.05 and its two-hundred day moving average is $83.01. Wells Fargo & Company has a 1-year low of $72.78 and a 1-year high of $97.76.

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

Wells Fargo & Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 7th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, August 7th. This represents a $2.00 annualized dividend and a dividend yield of 2.3%. This is a boost from Wells Fargo & Company's previous quarterly dividend of $0.45. Wells Fargo & Company's payout ratio is presently 29.07%.

Key Headlines Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo still appears attractively valued. A recent analysis said the stock trades below its estimated fair value, while its dividend profile and exposure to a rotation into financial stocks could provide support. However, the bank’s 126.5% three-year total return means investors may be questioning how much future improvement is already reflected in the share price. Wells Fargo Stock Looks Cheap on Fair Value but Full on Earnings
• Positive Sentiment: Dividend-focused coverage described Wells Fargo as a potentially appealing income investment, which may attract investors seeking bank dividends. This is supportive for the long-term investment case, although the article does not identify a new dividend increase or other immediate catalyst. Wells Fargo Could Be a Great Choice
• Neutral Sentiment: Wells Fargo established a new Series HH preferred stock through a certificate of designation. The move may support capital-raising and funding flexibility, but the announcement provides limited information about the size, terms, or near-term effect on common shareholders. Wells Fargo Establishes New Series HH Preferred Stock
• Negative Sentiment: Wells Fargo lagged Bank of America and especially BNY Mellon in 2026, highlighting weaker relative investor performance and potentially prompting portfolio rotation away from WFC. Which Big Bank Stock Has Dominated in 2026
• Negative Sentiment: One market review noted that WFC declined even as market conditions improved, suggesting stock-specific profit-taking or investor concern about valuation and earnings expectations. The company’s latest reported quarter was strong, so the selling appears more related to expectations than an earnings miss. Wells Fargo Stock Declines While Market Improves

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Bank of America raised their price objective on Wells Fargo & Company from $95.00 to $102.00 and gave the company a "buy" rating in a report on Tuesday, July 7th. Wall Street Zen upgraded Wells Fargo & Company from a "sell" rating to a "hold" rating in a report on Sunday, June 14th. JPMorgan Chase & Co. increased 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 note on Wednesday, July 29th. Robert W. Baird raised their price target on Wells Fargo & Company from $85.00 to $92.00 and gave the stock a "neutral" rating in a research report on Wednesday, July 15th. Finally, Raymond James Financial restated a "market perform" rating on shares of Wells Fargo & Company in a report on Tuesday, July 14th. Two investment 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's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $98.61.

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.

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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