Seaport Res Ptn Issues Optimistic Forecast for WFC Earnings

Key Points

• Seaport Res Ptn has raised its Q4 2025 earnings per share estimate for Wells Fargo & Company from $1.56 to $1.69, reflecting growing optimism about the bank's financial performance.
• The average consensus rating for Wells Fargo is currently a "Moderate Buy," with numerous analysts adjusting target prices, including Morgan Stanley raising it from $95 to $97.
• Wells Fargo recently increased its quarterly dividend to $0.45 per share, up from $0.40, representing an annualized dividend of $1.80 and a yield of 2.1%.

Wells Fargo & Company (NYSE:WFC - Free Report) - Equities researchers at Seaport Res Ptn lifted their Q4 2025 EPS estimates for Wells Fargo & Company in a research report issued on Monday, October 20th. Seaport Res Ptn analyst J. Mitchell now forecasts that the financial services provider will post earnings of $1.69 per share for the quarter, up from their prior forecast of $1.56. The consensus estimate for Wells Fargo & Company's current full-year earnings is $5.89 per share. Seaport Res Ptn also issued estimates for Wells Fargo & Company's Q3 2026 earnings at $1.89 EPS, Q4 2026 earnings at $1.91 EPS, FY2026 earnings at $7.15 EPS and FY2027 earnings at $8.15 EPS.

Other equities research analysts have also recently issued reports about the stock. Phillip Securities cut shares of Wells Fargo & Company from a "strong-buy" rating to a "moderate buy" rating in a research report on Thursday, July 17th. Morgan Stanley upped their target price on shares of Wells Fargo & Company from $95.00 to $97.00 and gave the company an "equal weight" rating in a report on Wednesday, October 15th. Wall Street Zen raised shares of Wells Fargo & Company from a "sell" rating to a "hold" rating in a report on Saturday, October 4th. UBS Group reduced their target price on shares of Wells Fargo & Company from $95.00 to $93.00 and set a "buy" rating for the company in a report on Tuesday, October 7th. Finally, Piper Sandler reiterated an "overweight" rating on shares of Wells Fargo & Company in a research note on Tuesday, July 8th. Ten analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $89.57.

Wells Fargo & Company Price Performance

Shares of WFC opened at $85.97 on Tuesday. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $87.47. The stock has a market cap of $275.39 billion, a PE ratio of 14.14, a price-to-earnings-growth ratio of 1.15 and a beta of 1.25. The company has a debt-to-equity ratio of 1.07, a current ratio of 0.84 and a quick ratio of 0.84. The firm has a fifty day moving average price of $81.38 and a 200 day moving average price of $77.19.

Wells Fargo & Company Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 1st. Investors of record on Friday, August 8th were paid a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, August 8th. This is a positive change from Wells Fargo & Company's previous quarterly dividend of $0.40. This represents a $1.80 annualized dividend and a dividend yield of 2.1%. Wells Fargo & Company's payout ratio is currently 29.61%.

Hedge Funds Weigh In On Wells Fargo & Company

A number of large investors have recently bought and sold shares of the stock. Livforsakringsbolaget Skandia Omsesidigt raised its stake in Wells Fargo & Company by 2,735,254.3% during the second quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 949,769,723 shares of the financial services provider's stock worth $76,095,550,000 after purchasing an additional 949,735,001 shares during the period. Vanguard Group Inc. raised its stake in Wells Fargo & Company by 0.4% during the second quarter. Vanguard Group Inc. now owns 302,092,955 shares of the financial services provider's stock worth $24,203,688,000 after purchasing an additional 1,341,222 shares during the period. Norges Bank purchased a new position in shares of Wells Fargo & Company in the 2nd quarter valued at $3,990,551,000. Dimensional Fund Advisors LP raised its stake in shares of Wells Fargo & Company by 0.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 20,497,429 shares of the financial services provider's stock valued at $1,471,259,000 after acquiring an additional 128,207 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of Wells Fargo & Company by 54.9% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider's stock valued at $1,332,851,000 after acquiring an additional 5,894,747 shares during the period. Hedge funds and other institutional investors own 75.90% of the company's stock.

Wells Fargo & Company Company Profile

Wells Fargo & Co is a diversified and community-based financial services company, which engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance products and services. It operates through the following segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management.

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