Wells Fargo & Company (NYSE:WFC) Given New $105.00 Price Target at Evercore ISI

Wells Fargo & Company (NYSE:WFC) had its target price cut by research analysts at Evercore ISI from $110.00 to $105.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has an “outperform” rating on the financial services provider’s stock. Evercore ISI’s target price points to a potential upside of 17.88% from the stock’s previous close.

WFC has been the topic of several other research reports. Cfra Research upgraded Wells Fargo & Company to a “moderate buy” rating in a research note on Wednesday, October 15th. CICC Research started coverage on shares of Wells Fargo & Company in a research report on Wednesday. They issued a “market perform” rating and a $96.00 price target on the stock. Barclays increased their price objective on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Morgan Stanley increased their target price on shares of Wells Fargo & Company from $95.00 to $97.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 15th. Finally, Truist Financial cut their price target on shares of Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating for the company in a report on Thursday. Thirteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $94.97.

Wells Fargo & Company Stock Down 0.2%

Shares of NYSE:WFC traded down $0.17 during midday trading on Thursday, reaching $89.08. The company had a trading volume of 2,260,472 shares, compared to its average volume of 14,708,029. The business’s 50 day moving average price is $90.07 and its 200 day moving average price is $84.72. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $97.76. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.07. The stock has a market cap of $279.62 billion, a PE ratio of 14.67, a P/E/G ratio of 0.86 and a beta of 1.09.

Wells Fargo & Company (NYSE:WFC) last issued its earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.10. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The business had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same period last year, the business posted $1.43 EPS. Wells Fargo & Company’s revenue was up 4.5% on a year-over-year basis. Research analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Institutional Investors Weigh In On Wells Fargo & Company

A number of institutional investors and hedge funds have recently modified their holdings of WFC. Private Wealth Group LLC lifted its stake in Wells Fargo & Company by 2.5% in the 4th quarter. Private Wealth Group LLC now owns 4,514 shares of the financial services provider’s stock worth $421,000 after purchasing an additional 108 shares in the last quarter. Main Street Group LTD raised its stake in Wells Fargo & Company by 36.9% in the third quarter. Main Street Group LTD now owns 438 shares of the financial services provider’s stock valued at $37,000 after buying an additional 118 shares in the last quarter. D Orazio & Associates Inc. grew its position in shares of Wells Fargo & Company by 3.6% in the 3rd quarter. D Orazio & Associates Inc. now owns 3,436 shares of the financial services provider’s stock valued at $288,000 after buying an additional 118 shares during the last quarter. Stonebrook Private Inc. increased its holdings in shares of Wells Fargo & Company by 2.7% in the 3rd quarter. Stonebrook Private Inc. now owns 4,511 shares of the financial services provider’s stock valued at $378,000 after acquiring an additional 118 shares during the period. Finally, Hidden Cove Wealth Management LLC boosted its stake in shares of Wells Fargo & Company by 2.0% during the 3rd quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock worth $499,000 after acquiring an additional 119 shares in the last quarter. Institutional investors and hedge funds own 75.90% of the company’s stock.

More Wells Fargo & Company News

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

• Positive Sentiment: EPS beat and improving profitability metrics — Wells Fargo reported Q4 EPS above consensus ($1.76 vs. $1.66) and management highlighted improving pre‑tax, pre‑provision profit and core profitability. Wells Fargo posts earnings beat but revenue misses expectations
• Positive Sentiment: Post‑asset‑cap growth runway — The Fed lift of the asset cap has already correlated with asset growth (reported ~11% y/y), giving management more room to expand lending and product initiatives. Wells Fargo Grew Assets by 11% After Fed Lifted Asset Cap
• Positive Sentiment: Management upbeat on 2026 competitiveness — CEO commentary framed 2026 as a “more level playing field,” signalling confidence in execution and the bank’s ability to compete as restrictions ease. Wells Fargo CEO Says Bank Can Compete On ‘More Level Playing Field’ In 2026
• Neutral Sentiment: Analyst views mixed / Hold consensus — Some analysts keep a cautious stance (e.g., Morgan Stanley maintained a Hold), implying modest upside while management executes on cost cuts and growth. Wells Fargo: Modest Upside Amid Improving Efficiency but Mixed Revenue Trends Support Hold Rating
• Neutral Sentiment: Conference call signals strategic shift to growth but execution remains key — Management’s earnings call and transcript describe a pivot toward growth investments and efficiency gains; investors will watch whether cost cuts offset revenue pressures. Wells Fargo & Company (WFC) Q4 2025 earnings call transcript
• Negative Sentiment: Revenue shortfall and NII disappointment — Total revenue ($21.29B) missed Street estimates (~$21.63B) and net interest income rose less than some investors expected, which undercut the headline beat. Wells Fargo Q4 revenue misses as net interest income rises less than expected
• Negative Sentiment: One‑time severance and high efficiency ratio weigh on earnings quality — The quarter included a roughly $612M severance charge and a still‑elevated efficiency ratio (~64), reducing operating leverage and prompting near‑term investor caution. Wells Fargo (WFC) Stock: Earnings Miss Sends Shares Down After Strong 2025
• Negative Sentiment: Sector and policy overhangs pressure the stock — Bank stocks fell broadly after earnings season started, amplified by valuation concerns and headlines about potential credit‑card rate caps that could hurt card yields. Wells Fargo profit climbs on interest income boost

Wells Fargo & Company 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.