20,279 Shares in Wells Fargo & Company $WFC Acquired by One Wealth Advisors LLC

One Wealth Advisors LLC bought a new position in Wells Fargo & Company (NYSE:WFC) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 20,279 shares of the financial services provider’s stock, valued at approximately $1,676,000.

Other large investors have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Wells Fargo & Company in the fourth quarter worth $4,512,563,000. Amundi boosted its stake in Wells Fargo & Company by 73.0% during the first quarter. Amundi now owns 16,463,550 shares of the financial services provider’s stock valued at $1,310,663,000 after buying an additional 6,944,316 shares during the period. Mawer Investment Management Ltd. boosted its stake in Wells Fargo & Company by 177.7% during the fourth quarter. Mawer Investment Management Ltd. now owns 4,876,127 shares of the financial services provider’s stock valued at $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 grew 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 buying an additional 2,369,260 shares in the last quarter. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in Wells Fargo & Company during the fourth quarter worth about $173,651,000. 75.90% of the stock is owned by institutional investors.

Wells Fargo & Company Trading Down 2.6%

NYSE WFC opened at $83.69 on Friday. The stock’s 50-day simple moving average is $86.08 and its two-hundred day simple moving average is $82.97. Wells Fargo & Company has a twelve month low of $72.78 and a twelve month high of $97.76. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.09. The company has a market capitalization of $253.08 billion, a price-to-earnings ratio of 12.16, a PEG ratio of 0.93 and a beta of 0.92.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $1.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.73 by $0.23. Wells Fargo & Company had a return on equity of 13.85% and a net margin of 17.55%.The firm had revenue of $22.62 billion during the quarter, compared to analyst estimates of $21.86 billion. During the same quarter in the previous year, the company posted $1.60 earnings per share. The company’s revenue was up 8.6% compared to the same quarter last year. Research analysts forecast that Wells Fargo & Company will post 7.26 EPS for the current fiscal year.

Wells Fargo & Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 7th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Friday, August 7th. This is a positive change from Wells Fargo & Company’s previous quarterly dividend of $0.45. Wells Fargo & Company’s dividend payout ratio is presently 29.07%.

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo established a new Series HH preferred stock, expanding its capital-raising options. A related analysis highlights the preferred shares’ roughly 6.6% yield, which may appeal to income-focused investors and support interest in Wells Fargo’s securities. Skip The CDs For Wells Fargo’s 6.6% Yielding Preferred Share Wells Fargo Establishes New Series HH Preferred Stock
• Positive Sentiment: Valuation commentary says WFC still appears discounted to an intrinsic-value estimate after generating a 126.5% total return over three years. That suggests potential long-term upside, although the size of the discount may be narrowing. Wells Fargo Stock Looks Cheap On Fair Value But Full On Earnings
• Neutral Sentiment: Recent fundamental performance remains solid: Wells Fargo’s latest reported quarter exceeded earnings and revenue estimates, with year-over-year revenue growth. However, investors may be weighing those results against the stock’s already substantial gains.
• Negative Sentiment: Wells Fargo has lagged some major-bank peers in 2026, particularly BNY Mellon, highlighting concerns that its business mix may be less favorable in the current market environment. Which Big Bank Stock Has Dominated in 2026
• Negative Sentiment: Commentary noting that WFC looks attractive on fair value but “full” on earnings suggests investors may be taking profits or demanding stronger catalysts before pushing the stock higher. Separate market coverage also recorded a recent decline while the broader market improved, indicating relative selling pressure. Wells Fargo Stock Declines While Market Improves

Analyst Upgrades and Downgrades

Several analysts have weighed in on WFC shares. Morgan Stanley raised their price target on Wells Fargo & Company from $97.00 to $102.00 and gave the company an “equal weight” rating in a report on Monday, June 29th. Wall Street Zen raised Wells Fargo & Company from a “sell” rating to a “hold” rating in a report on Sunday, June 14th. Raymond James Financial restated a “market perform” rating on shares of Wells Fargo & Company in a research report on Tuesday, July 14th. UBS Group lowered their target price on shares of Wells Fargo & Company from $105.00 to $104.00 and set a “buy” rating on the stock in a research note on Tuesday, July 7th. Finally, Phillip Securities upgraded shares of Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, Wells Fargo & Company has an average rating of “Moderate Buy” and a consensus target price of $98.61.

Wells Fargo & 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.