Fidelis Capital Partners LLC Grows Stake in Wells Fargo & Company $WFC

Fidelis Capital Partners LLC boosted its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 23.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 39,938 shares of the financial services provider’s stock after purchasing an additional 7,657 shares during the quarter. Fidelis Capital Partners LLC’s holdings in Wells Fargo & Company were worth $3,348,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Hidden Cove Wealth Management LLC lifted its holdings in shares of Wells Fargo & Company by 2.0% in the third quarter. Hidden Cove Wealth Management LLC now owns 5,948 shares of the financial services provider’s stock worth $499,000 after buying an additional 119 shares in the last quarter. Zullo Investment Group Inc. increased its holdings in Wells Fargo & Company by 2.0% in the 3rd quarter. Zullo Investment Group Inc. now owns 6,340 shares of the financial services provider’s stock valued at $532,000 after acquiring an additional 122 shares during the last quarter. Embree Financial Group increased its holdings in Wells Fargo & Company by 3.9% in the 3rd quarter. Embree Financial Group now owns 3,330 shares of the financial services provider’s stock valued at $279,000 after acquiring an additional 126 shares during the last quarter. Trust Co. of Vermont lifted its stake in Wells Fargo & Company by 1.1% in the 3rd quarter. Trust Co. of Vermont now owns 12,098 shares of the financial services provider’s stock worth $1,014,000 after purchasing an additional 126 shares in the last quarter. Finally, Traphagen Investment Advisors LLC boosted its holdings in shares of Wells Fargo & Company by 2.0% during the 3rd quarter. Traphagen Investment Advisors LLC now owns 6,346 shares of the financial services provider’s stock valued at $532,000 after purchasing an additional 127 shares during the last quarter. 75.90% of the stock is owned by hedge funds and other institutional investors.

Wells Fargo & Company Stock Performance

NYSE WFC opened at $88.16 on Thursday. The business’s 50 day moving average price is $90.60 and its 200-day moving average price is $85.12. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76. The company has a market cap of $276.74 billion, a P/E ratio of 14.06, a P/E/G ratio of 0.97 and a beta of 1.09. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.84 and a current ratio of 0.90.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.66 by $0.10. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The company had revenue of $11.97 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same period last year, the company earned $1.43 earnings per share. Wells Fargo & Company’s revenue was up 4.5% on a year-over-year basis. Sell-side analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be paid a dividend of $0.45 per share. The ex-dividend date of this dividend is Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 2.0%. Wells Fargo & Company’s payout ratio is currently 28.71%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on WFC. HSBC reaffirmed a “hold” rating and issued a $74.00 target price on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Freedom Capital downgraded Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Bank of America increased their target price on Wells Fargo & Company from $92.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, October 15th. Argus raised their target price on shares of Wells Fargo & Company from $94.00 to $101.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Finally, Dbs Bank raised shares of Wells Fargo & Company to a “moderate buy” rating in a research note on Tuesday, October 21st. Thirteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Wells Fargo & Company presently has an average rating of “Moderate Buy” and an average target price of $94.87.

More Wells Fargo & Company News

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

• Positive Sentiment: Board approved a quarterly common-stock dividend of $0.45 per share, payable March 1 to holders of record Feb. 6 — a clear cash-return signal for income investors. Wells Fargo Announces Common Stock Dividend
• Positive Sentiment: Short interest fell ~12.3% in January to ~33.7M shares (≈1.1% of float; 2.0 days to cover), lowering short-driven downside risk and potentially removing a seller cohort. Source: market data
• Positive Sentiment: Wells Fargo hired an Amazon Web Services executive, Faraz Shafiq, to lead AI efforts — a strategic hire that may improve productivity, risk modeling and client-facing tech over time. Wells Fargo hires Amazon Web Services exec Faraz Shafiq for AI push
• Positive Sentiment: Industry trend: coverage notes that major banks (including Wells Fargo) are investing heavily in generative AI — a structural tailwind that could boost efficiency and margins over time. From JPMorgan to Wells Fargo, here’s how the biggest banks on Wall Street are using AI
• Neutral Sentiment: Analyst sentiment is mixed-to-moderately optimistic: coverage roundup shows analysts broadly neutral-to-positive on WFC, citing slower recent performance but steady fundamentals and reasonable valuation. This keeps upside possible but not unanimous. Are Wall Street Analysts Predicting Wells Fargo Stock Will Climb or Sink?
• Neutral Sentiment: Wells Fargo research activity (e.g., updating revenue forecasts for other companies such as Alnylam) signals an active equity research desk but has limited direct impact on WFC’s own fundamentals. Wells Fargo Raises Alnylam (ALNY) Revenue Estimates for Amvuttra Despite Projected Margin Compression
• Negative Sentiment: Talent loss — BMO Capital Markets hired Wells Fargo’s Malik as operating chief, reflecting some executive turnover and potential loss of institutional knowledge. That kind of departure can concern investors about bench strength and continuity. BMO Capital Markets hires Wells Fargo’s Malik as operating chief

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.