Inside the research
Wells Fargo & Company
WFC Research profile · latest available data
Price overview
$82.97
▲ +0.79 (+1.0%)
| 52w hi | $94.83 |
|---|---|
| 52w lo | $73.00 |
| Vol | 9.45M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.12
| Short | -0.04 |
|---|---|
| Medium | +0.13 |
| Long | +0.39 |
computed 2026-09-27
Key fundamentals
Wells Fargo & Company
Financial Services · Banks - Diversified
| Market cap | $250.90B |
|---|---|
| Enterprise value | $250.44B |
| Trailing P/E | 12.06x |
| Forward P/E | 10.45x |
| P / S (ttm) | 3.02x |
| Profit margin | 27.2% |
| Return on equity | 12.6% |
| Revenue growth | +9.5% |
| Earnings growth | +25.0% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.37 | |
| Sector | +0.02 | |
| Technical | -0.02 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The company's financial products and services includes checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. It also provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services; and financial solutions to private, family owned and public companies through products and services including banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. In addition, it offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 1.00 |
|---|---|
| Corr SPX | 0.54 |
| Annual vol | 29.5% |
| Annual ret | +23.7% |
| Sharpe | 0.80 |
| Max DD | -25.1% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $96.02 |
|---|---|
| High / Low | $113.00 / $85.00 |
| Median | $95.00 |
| Analysts | 23 |
| Strong Buy | 5 | |
|---|---|---|
| Buy | 12 | |
| Hold | 8 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-30 | JP Morgan | → Neutral |
| 2026-04-15 | Piper Sandler | → Overweight |
| 2026-04-15 | Keefe, Bruyette & Woods | → Market Perform |
| 2026-04-15 | Barclays | → Overweight |
| 2026-04-07 | JP Morgan | → Neutral |
| 2026-04-06 | Evercore ISI Group | → Outperform |
Officers & Board
| Director | CeCe Morken since 2022 |
|---|---|
| Director | Richard K. Davis since 2022 |
| Director | Felicia Norwood since 2022 |
| Director | Steven Black since 2020 |
| Director | Mark Chancy since 2020 |
| Director | Richard Payne since 2019 |
| Director | Wayne Hewett since 2019 |
| Director | Charlie Scharf since 2019 |
| Director | Theodore Craver since 2018 |
| Director | Maria Morris since 2018 |
| Director | Celeste Clark since 2018 |
| Director | Juan Pujadas since 2017 |
| Director | Ron Sargent since 2017 |
| Director | Zan Vautrinot since 2015 |
| CEO | Charlie Scharf current |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-14 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-20 | Exhibits | read |
| 2026-04-30 | Officer / Director Change, Shareholder Vote… | read |
| 2026-04-14 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-18 | Bylaws Amendment, Exhibits | read |
| 2026-03-17 | Bylaws Amendment, Exhibits | read |
| 2026-02-25 | Other Material Event, Exhibits | read |
| 2026-02-13 | Exhibits | read |
| 2026-01-29 | Other Material Event | read |
| 2026-01-23 | Exhibits | read |
| 2026-01-22 | Other Material Event, Exhibits | read |
| 2026-01-14 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | Flowers Derek A. | Sr. EVP and Chief Risk Of | Gift | 67.97K | — |
| 2026-06-15 | Rosenberg Jason M. | SEVP & Head of Public Aff | Option exercise | 17.22K | — |
| 2026-06-15 | Rosenberg Jason M. | SEVP & Head of Public Aff | Withheld for tax | 8.08K | $676.50K |
| 2026-05-14 | CRAVER THEODORE F JR | Gift | 89 | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 10 |
| Top-5 share | 99.7% |
| HHI | 7,202 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $12.61B | 152.56M |
| Citadel Advisors | $1.26B | 15.23M |
| AQR Capital Management | $888.37M | 10.75M |
| Bridgewater Associates | $94.69M | 1.15M |
| State Street Corp | $69.34M | 59.86K |
| Norges Bank (Norway sovereign) | $29.78M | 25.74K |
| Capital Research / Capital World | $10.55M | 9.12K |
| Renaissance Technologies | $6.24M | 75.57K |
| T. Rowe Price Group | $1.27M | 15.34M |
| Millennium Management | $181.72K | 156.00K |
As of 2026-06-30
Connections
Subsidiarys: Wells Fargo Advisors
Dividends
| Yield (TTM) | 1.63% |
|---|---|
| $ / share (TTM) | $1.35 |
| 5y CAGR | +6.9% |
Annual dividend per share
| 2021 | $0.60 |
|---|---|
| 2022 | $1.10 |
| 2023 | $1.30 |
| 2024 | $1.50 |
| 2025 | $1.70 |
| 2026 | $0.90 |
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $246.59K | Department of the Interior | OFFICE, WAREHOUSE AND WAREYARD SPACE |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $86.41B | -1.1% | |
| Net income | $19.72B | +13.4% | |
| Cash from ops | $40.36B | +17.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $82.30 | $83.10 | $81.74 | $82.97 | 9.45M |
| Sep 24 | $81.79 | $82.54 | $80.95 | $82.18 | 12.23M |
| Sep 23 | $82.75 | $83.40 | $81.81 | $81.90 | 14.61M |
| Sep 22 | $86.62 | $86.62 | $82.79 | $83.15 | 15.86M |
| Sep 21 | $86.83 | $87.15 | $86.23 | $86.54 | 9.71M |
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