Wells Fargo & Company (NYSE:WFC) Lowered to Strong Sell Rating by Baird R W

Baird R W cut shares of Wells Fargo & Company (NYSE:WFC) from a hold rating to a strong sell rating in a research report report published on Tuesday,Zacks.com reports.

Several other equities research analysts have also weighed in on the stock. Truist Financial increased their target price on shares of Wells Fargo & Company from $100.00 to $104.00 and gave the stock a “buy” rating in a report on Tuesday. Cowen reissued a “hold” rating on shares of Wells Fargo & Company in a research report on Wednesday, October 15th. Wall Street Zen raised shares of Wells Fargo & Company from a “sell” rating to a “hold” rating in a research report on Saturday, October 4th. UBS Group cut their price target on shares of Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating on the stock in a research report on Tuesday, October 7th. Finally, Morgan Stanley raised their price objective on Wells Fargo & Company from $95.00 to $97.00 and gave the company an “equal weight” rating in a report on Wednesday, October 15th. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Wells Fargo & Company currently has a consensus rating of “Hold” and a consensus target price of $93.63.

Wells Fargo & Company Price Performance

Shares of Wells Fargo & Company stock opened at $95.18 on Tuesday. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.07. The stock has a market capitalization of $298.76 billion, a price-to-earnings ratio of 15.66, a P/E/G ratio of 0.88 and a beta of 1.09. The firm’s 50-day moving average price is $89.20 and its two-hundred day moving average price is $84.12. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $97.76.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $1.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.55 by $0.18. The business had revenue of $21.44 billion for the quarter, compared to the consensus estimate of $21.11 billion. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The firm’s quarterly revenue was up 5.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.42 EPS. On average, equities analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were issued a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Friday, November 7th. Wells Fargo & Company’s dividend payout ratio is presently 29.61%.

Hedge Funds Weigh In On Wells Fargo & Company

Several institutional investors have recently modified their holdings of the business. Livforsakringsbolaget Skandia Omsesidigt boosted its holdings in Wells Fargo & Company by 2,735,254.3% during the 2nd quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 949,769,723 shares of the financial services provider’s stock valued at $76,095,550,000 after acquiring an additional 949,735,001 shares during the period. Norges Bank purchased a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $3,990,551,000. Massachusetts Financial Services Co. MA grew its holdings in shares of Wells Fargo & Company by 54.9% in the second quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider’s stock worth $1,332,851,000 after purchasing an additional 5,894,747 shares during the last quarter. Capital Research Global Investors increased its stake in shares of Wells Fargo & Company by 18.6% in the third quarter. Capital Research Global Investors now owns 35,660,903 shares of the financial services provider’s stock worth $2,989,104,000 after buying an additional 5,584,930 shares during the period. Finally, Danske Bank A S bought a new position in shares of Wells Fargo & Company during the third quarter valued at about $215,638,000. 75.90% of the stock is owned by institutional investors.

Key Wells Fargo & Company News

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

• Positive Sentiment: Wells Fargo hired credit‑trading veteran McCarthy to run a key revenue‑generating unit, a move investors view as strengthening the bank’s fixed‑income and trading capabilities and potential fee revenue. Wells Fargo Hires Credit‑Trading Veteran McCarthy for Key Unit
• Positive Sentiment: Wall‑street commentary and trend pieces note recent strong performance (nearly +19% in three months) and renewed interest in legacy banks as rate and asset‑cap dynamics shift — supporting momentum and buyer interest in WFC. Wells Fargo Stock Jumps Nearly 19% in 3 Months: Right Time to Buy?
• Neutral Sentiment: Wells Fargo confirmed it will release Q4 2025 results on Jan. 14, 2026 (7:00 a.m. ET). Earnings and management commentary next week are the clearest near‑term catalysts for the shares. Wells Fargo to Announce Fourth Quarter 2025 Earnings on Jan. 14, 2026
• Neutral Sentiment: Wells Fargo’s research team remains active — adding names (e.g., Roku) to tactical lists and updating sector models/targets (BankUnited, Conagra, Casey’s). This reflects the firm’s continued analyst footprint but has mixed direct impact on WFC equity sentiment. ROKU Gains Spotlight as Wells Fargo Adds It to Q1 Tactical Ideas List
• Negative Sentiment: Robert W. Baird reaffirmed an “underperform” rating with a $90 price target, implying downside versus current levels and providing a formal sell-side headwind. Baird Reaffirms Underperform on WFC
• Negative Sentiment: Coverage notes WFC has underperformed peers on a relative basis despite recent daily gains, a sign that investors are watching comparative metrics (net interest margin, asset‑cap progress, fee income) that could limit upside. Wells Fargo Co. stock underperforms Monday when compared to competitors despite daily gains

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.