Vinva Investment Management Ltd lifted its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 22.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 240,565 shares of the financial services provider’s stock after purchasing an additional 44,267 shares during the quarter. Vinva Investment Management Ltd’s holdings in Wells Fargo & Company were worth $20,364,000 at the end of the most recent quarter.
Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its position in shares of Wells Fargo & Company by 62.3% during the 4th quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider’s stock valued at $4,652,000 after buying an additional 25,436 shares in the last quarter. Ethos Financial Group LLC grew its position in Wells Fargo & Company by 8.7% in the second quarter. Ethos Financial Group LLC now owns 3,098 shares of the financial services provider’s stock worth $248,000 after acquiring an additional 247 shares in the last quarter. Modera Wealth Management LLC increased its stake in Wells Fargo & Company by 3.4% in the second quarter. Modera Wealth Management LLC now owns 21,825 shares of the financial services provider’s stock valued at $1,749,000 after acquiring an additional 715 shares during the last quarter. Texas Yale Capital Corp. bought a new position in Wells Fargo & Company in the second quarter valued at $207,000. Finally, Savant Capital LLC raised its position in Wells Fargo & Company by 3.0% during the second quarter. Savant Capital LLC now owns 103,466 shares of the financial services provider’s stock valued at $8,290,000 after purchasing an additional 2,990 shares in the last quarter. 75.90% of the stock is currently owned by institutional investors.
Wells Fargo & Company Stock Down 2.0%
Shares of Wells Fargo & Company stock opened at $80.44 on Friday. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.90 and a current ratio of 0.90. Wells Fargo & Company has a 52-week low of $58.42 and a 52-week high of $97.76. The company’s 50 day moving average price is $89.46 and its 200-day moving average price is $86.60. The stock has a market capitalization of $248.21 billion, a price-to-earnings ratio of 12.83, a P/E/G ratio of 0.88 and a beta of 1.08.
Wells Fargo & Company Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 6th were paid a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, February 6th. Wells Fargo & Company’s dividend payout ratio is 28.71%.
Analysts Set New Price Targets
Several brokerages have issued reports on WFC. Argus lifted their price target on Wells Fargo & Company from $94.00 to $101.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. CICC Research assumed coverage on Wells Fargo & Company in a research report on Wednesday, January 14th. They set a “market perform” rating and a $96.00 price objective on the stock. Freedom Capital downgraded Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a research note on Wednesday, January 21st. Finally, Keefe, Bruyette & Woods increased their price target on shares of Wells Fargo & Company from $92.00 to $101.00 and gave the company a “market perform” rating in a research report on Wednesday, December 17th. Thirteen analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, Wells Fargo & Company has an average rating of “Moderate Buy” and an average target price of $97.03.
More Wells Fargo & Company News
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Federal Reserve ends its 2018 enforcement action related to the fake‑accounts scandal, removing a long‑running regulatory overhang that could free Wells Fargo to accelerate capital returns and strategic initiatives. Wells Fargo’s 2018 Enforcement Action Terminated by the Federal Reserve
- Positive Sentiment: Wells Fargo added a $1.7 billion UBS advisor team to its independent wealth channel, boosting AUM and fee revenue growth potential in wealth management. Wells Fargo Recruits $1.7 Billion UBS Financial Advisor Team
- Positive Sentiment: Several outlets highlight Wells Fargo as a steady dividend payer and draw for income investors, which supports a valuation floor amid volatility. Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life
- Neutral Sentiment: Wells Fargo published its 2027 quarterly earnings release schedule (administrative item); useful for investors tracking upcoming results and guidance windows. Wells Fargo Announces 2027 Earnings Release Date Information
- Neutral Sentiment: Analyst coverage is mixed-to-supportive (average “Moderate Buy”), and WFC has attracted recent investor attention in screeners — signals that the stock remains on institutional radars. Wells Fargo & Company (NYSE:WFC) Receives Average Rating of “Moderate Buy” from Analysts
- Negative Sentiment: Macro and sector pressure: banks were broadly sold after a disappointing U.S. jobs report and oil price volatility tied to the Middle East, weighing on WFC alongside peers. Investors Dump Bank, Brokerage Stocks As Oil Spikes and Jobs Report Disappoints
- Negative Sentiment: Negative headlines and opinion pieces arguing there are reasons to avoid WFC may drive short‑term selling or caution among retail investors despite the regulatory clearance. 3 Reasons to Avoid WFC and 1 Stock to Buy Instead
Insider Transactions at Wells Fargo & Company
In other news, EVP Ellen R. Patterson sold 60,000 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the completion of the sale, the executive vice president directly owned 169,496 shares in the company, valued at approximately $14,813,950.40. This represents a 26.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kleber Santos sold 25,000 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $87.72, for a total value of $2,193,000.00. Following the completion of the sale, the executive vice president directly owned 79,876 shares in the company, valued at $7,006,722.72. The trade was a 23.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 115,000 shares of company stock worth $10,050,000. Company insiders own 0.08% of the company’s stock.
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.
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