Wells Fargo & Company $WFC Shares Sold by Consilium Wealth Advisory LLC

Key Points

• Consilium Wealth Advisory LLC trimmed its Wells Fargo stake by 7.2% in the first quarter, selling 11,906 shares and leaving it with 154,496 shares valued at about $12.3 million.
• Institutional ownership remains heavy, with hedge funds and other investors holding about 75.9% of Wells Fargo’s stock, while several firms recently increased their positions.
• Wells Fargo reported quarterly EPS of $1.60, beating estimates, and it continues to return cash to shareholders with a $0.45 quarterly dividend that works out to a 2.1% yield.

Consilium Wealth Advisory LLC lessened its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 7.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 154,496 shares of the financial services provider's stock after selling 11,906 shares during the period. Wells Fargo & Company accounts for approximately 4.2% of Consilium Wealth Advisory LLC's portfolio, making the stock its 6th biggest position. Consilium Wealth Advisory LLC's holdings in Wells Fargo & Company were worth $12,299,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of WFC. Brighton Jones LLC increased its position in Wells Fargo & Company by 62.3% during the fourth quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider's stock worth $4,652,000 after purchasing an additional 25,436 shares during the last quarter. Jump Financial LLC boosted its holdings in Wells Fargo & Company by 12.9% in the 2nd quarter. Jump Financial LLC now owns 22,904 shares of the financial services provider's stock valued at $1,835,000 after purchasing an additional 2,615 shares during the last quarter. Main Street Financial Solutions LLC boosted its holdings in Wells Fargo & Company by 111.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 14,008 shares of the financial services provider's stock valued at $1,122,000 after purchasing an additional 7,368 shares during the last quarter. Vivaldi Capital Management LP grew its stake in shares of Wells Fargo & Company by 5.4% in the 2nd quarter. Vivaldi Capital Management LP now owns 3,229 shares of the financial services provider's stock valued at $259,000 after buying an additional 165 shares during the period. Finally, Diversify Advisory Services LLC grew its stake in shares of Wells Fargo & Company by 51.2% in the 2nd quarter. Diversify Advisory Services LLC now owns 25,718 shares of the financial services provider's stock valued at $2,044,000 after buying an additional 8,714 shares during the period. Institutional investors and hedge funds own 75.90% of the company's stock.

Key Headlines Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo’s economists are being cited in market coverage for a more constructive view on rates and equity markets, which can help boost expectations for bank net interest income and trading/market-related activity. Wells Fargo revamps S&P 500 target for the rest of 2026
• Positive Sentiment: Bank of America’s call for higher interest rates later this year underscores the possibility of a more favorable rate backdrop for large banks like Wells Fargo, potentially supporting lending margins. Bank of America Sees Interest Rates Exploding Higher Soon: Play It Safe With 4 Dividend Giants
• Neutral Sentiment: Wells Fargo remains active in sell-side coverage across other companies, with recent price-target increases and positive calls on names like DTE Energy, Citigroup, Stanley Black & Decker, and Constellation Energy, reinforcing the firm’s influence as a market research house. Wells Fargo Lifts DTE Energy (DTE) Price Target by $5. Here is Why
• Negative Sentiment: Merrill Lynch said it hired three father-son advisory teams with more than $1 billion in assets from rivals, including Wells Fargo, highlighting ongoing competitive pressure in wealth management and potential advisor attrition. Merrill Lynch Hires 3 Father-Son Advisory Teams With More Than $1 Billion in Assets
• Negative Sentiment: Recent commentary also points to regulatory scrutiny and a year-to-date pullback in Wells Fargo shares, reminding investors that legal and regulatory overhangs still matter even as the stock has recovered from earlier weakness. Wells Fargo (WFC) Stock After Regulatory Scrutiny And Recent Pullback In 2026

Wells Fargo & Company Stock Performance

Shares of WFC stock opened at $84.28 on Wednesday. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.90 and a current ratio of 0.90. The firm has a market cap of $257.91 billion, a P/E ratio of 13.01, a P/E/G ratio of 0.98 and a beta of 0.93. The firm's 50 day moving average price is $79.63 and its 200-day moving average price is $84.53. Wells Fargo & Company has a one year low of $72.78 and a one year high of $97.76.

Wells Fargo & Company (NYSE:WFC - Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.02. The firm had revenue of $11.62 billion during the quarter, compared to the consensus estimate of $21.85 billion. Wells Fargo & Company had a net margin of 17.26% and a return on equity of 13.27%. The firm's revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.39 EPS. As a group, equities research analysts predict that Wells Fargo & Company will post 6.86 EPS for the current year.

Wells Fargo & Company Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Friday, May 8th were paid a $0.45 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 2.1%. Wells Fargo & Company's payout ratio is presently 27.78%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on WFC. Keefe, Bruyette & Woods reduced their price target on shares of Wells Fargo & Company from $101.00 to $98.00 and set a "market perform" rating on the stock in a research report on Wednesday, April 15th. JPMorgan Chase & Co. lowered their price objective on Wells Fargo & Company from $91.00 to $86.50 and set a "neutral" rating for the company in a research report on Thursday, April 30th. Evercore reissued an "outperform" rating on shares of Wells Fargo & Company in a research note on Friday, March 6th. The Goldman Sachs Group reduced their target price on Wells Fargo & Company from $109.00 to $93.00 and set a "buy" rating on the stock in a research report on Monday, March 23rd. Finally, Jefferies Financial Group initiated coverage on Wells Fargo & Company in a research note on Thursday, March 26th. They issued a "buy" rating and a $100.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $98.24.

About Wells Fargo & Company

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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