Wells Fargo & Company (WFC) News Today

Wells Fargo & Company (NYSE: WFC) shares climbed today on the back of bullish analyst commentary, prospective Fed rate cuts, and optimism around the removal of its asset cap. Investors are also encouraged by a solid dividend outlook and an above-consensus price target. Key takeaways:

• Positive Sentiment: Analysts at Zacks highlight potential benefits for Wells Fargo from upcoming Federal Reserve rate cuts, the possible lifting of its asset cap, and ongoing cost-saving initiatives, which could boost net interest income and accelerate loan growth. Should You Hold Wells Fargo Stock Now for Potential Fed Rate Cuts?
• Positive Sentiment: A Zacks analysis underscores Wells Fargo’s attractive dividend yield and solid capital position, reaffirming its appeal as a reliable income stock with potential for dividend growth. Wells Fargo (WFC) Could Be a Great Choice
• Positive Sentiment: Analysts’ consensus target price for WFC stands at $81.58, implying roughly 3% upside from current levels and signaling further support from the Street. Wells Fargo & Company (NYSE:WFC) Receives $81.58 Consensus Target Price from Analysts
• Neutral Sentiment: Wells Fargo’s equity research team reaffirmed an overweight rating on Swiss Re (GEF) and lifted its price target, reflecting confidence in its research capabilities and potential fee-based revenue. GEF Sees Price Target Increase as Wells Fargo Reaffirms Overweight Rating
• Neutral Sentiment: Key healthcare players—including Eli Lilly, CareDx, Agilent, and Jazz Pharmaceuticals—confirmed participation in Wells Fargo’s upcoming 20th Annual Healthcare Conference, highlighting strength in its investment banking and advisory services. Lilly to participate in Wells Fargo 20th Annual Healthcare Conference, CareDx to Participate in Wells Fargo Healthcare Conference, Agilent to Participate in 2025 Wells Fargo Healthcare Conference, Jazz Pharmaceuticals to Participate in the 2025 Wells Fargo Healthcare Conference
• Neutral Sentiment: Wells Fargo analysts adjusted price targets for several retail and homebuilding names—raising Lowe’s to $300, Toll Brothers to $160, TJX Companies higher, while trimming Progressive (PGR)—underscoring selective sector views but limited direct impact on WFC’s near-term trading. Wells Fargo Raises Price Target for Lowe's (LOW) to $300, Maintains Overweight Rating, TOL: Wells Fargo Raises Price Target for Toll Brothers to $160, TJX Companies (TJX) Analyst Rating Update: Wells Fargo Raises Price Target, and Wells Fargo Maintains Overweight Rating on PGR, Lowers Price Target, signalling a balanced research outlook. AppLovin (APP) Receives Updated Rating and Price Target from Wells Fargo