Moody Lynn & Lieberson LLC cut its stake in shares of Wells Fargo & Company (NYSE:WFC) by 8.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 187,468 shares of the financial services provider’s stock after selling 18,371 shares during the period. Wells Fargo & Company accounts for about 0.9% of Moody Lynn & Lieberson LLC’s investment portfolio, making the stock its 27th biggest holding. Moody Lynn & Lieberson LLC’s holdings in Wells Fargo & Company were worth $17,472,000 as of its most recent filing with the SEC.
Other hedge funds have also recently bought and sold shares of the company. Redmont Wealth Advisors LLC bought a new position in shares of Wells Fargo & Company in the third quarter valued at $27,000. Marquette Asset Management LLC increased its holdings in Wells Fargo & Company by 472.4% during the third quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after buying an additional 274 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in Wells Fargo & Company during the third quarter worth $30,000. Kilter Group LLC acquired a new stake in Wells Fargo & Company in the second quarter valued at $31,000. Finally, Imprint Wealth LLC acquired a new stake in Wells Fargo & Company in the third quarter valued at $31,000. 75.90% of the stock is currently owned by institutional investors.
Trending Headlines about Wells Fargo & Company
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Broker consensus remains supportive: several broker notes still rate WFC as a buy / moderate-buy, which helps underpin demand for the shares. Wells Fargo & Company (NYSE:WFC) Receives Average Rating of “Moderate Buy” from Brokerages
- Positive Sentiment: Investor income angle: analysis highlighting ~5% capital appreciation potential from WFC.PR.L preferred shares provides an alternate, yield-focused investment route tied to the Wells Fargo franchise. Wells Fargo: 5% Capital Appreciation Potential From WFC.PR.L Preferred Shares
- Positive Sentiment: CEO commentary: Charlie Scharf pushed back on market pessimism, arguing Main Street data remain resilient — messaging that can calm investor fears about credit and consumer fragility. Markets are nervous, but Main Street isn’t: Wells Fargo CEO flags economic disconnect
- Positive Sentiment: Customer engagement research: Wells Fargo’s 2026 Money Study (wide press coverage) highlights consumer behavior and engagement that can support fee businesses and cross‑sell opportunities over time. Wells Fargo 2026 Money Study Reveals Americans Redefining the American Dream; Gen Z leaning on Parents for Financial Support
- Neutral Sentiment: Wells Fargo’s analyst shop remains active: its notes (e.g., raising GE Vernova) show the bank continues to influence sector flows, but these calls are indirect for WFC equity performance. GE Vernova Stock Jumps After Wells Fargo Boosts Price Target
- Neutral Sentiment: Analyst activity elsewhere: Wells Fargo research trimming targets on other companies (Wingstop/Uber) underscores sector-by-sector repositioning but is not a direct signal on WFC fundamentals. Wingstop Stock Near 52-Week Low as Wells Fargo Trims Target to $225
- Neutral Sentiment: Near-term rate/inflation headwinds: commentary and analyst notes (Zacks) remind investors steady Fed rates keep pressure on net interest income growth in the short run. How to Approach Wells Fargo Stock Now as the Fed Keeps Rates Steady?
- Negative Sentiment: Morgan Stanley trimmed its WFC price target (from $108 to $100) and set an equal‑weight rating — a valuation downgrade that can cool near‑term enthusiasm despite the target still implying upside. Morgan Stanley lowers WFC price target to $100 (Benzinga)
- Negative Sentiment: Wells Fargo’s research cut the S&P 500 2026 target to 7,300 citing geopolitical and growth risks — a sign the bank sees elevated macro downside that could pressure trading, markets revenue and overall sentiment. S&P 500 Price Target Slashed to 7,300 by Wells Fargo on ‘Emerging Risk’
Insiders Place Their Bets
Wells Fargo & Company Stock Performance
Shares of NYSE WFC opened at $79.52 on Wednesday. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.90. The firm has a market cap of $245.38 billion, a price-to-earnings ratio of 12.68, a P/E/G ratio of 0.82 and a beta of 1.08. The stock’s fifty day moving average price is $84.20 and its two-hundred day moving average price is $86.25. Wells Fargo & Company has a one year low of $58.42 and a one year high of $97.76.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last posted its earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share for the quarter, topping analysts’ consensus estimates of $1.66 by $0.10. The company had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The company’s revenue was up 4.5% on a year-over-year basis. During the same quarter last year, the firm earned $1.43 earnings per share. On average, equities analysts forecast that Wells Fargo & Company will post 5.89 EPS for the current year.
Wells Fargo & Company Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Sunday, March 1st. Shareholders of record on Friday, February 6th were paid a $0.45 dividend. The ex-dividend date was Friday, February 6th. This represents a $1.80 annualized dividend and a yield of 2.3%. Wells Fargo & Company’s payout ratio is 28.71%.
Wall Street Analysts Forecast Growth
A number of research analysts have recently commented on the stock. Wolfe Research restated an “outperform” rating and set a $109.00 price objective on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Barclays raised their target price 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. Keefe, Bruyette & Woods lifted their price target on Wells Fargo & Company from $92.00 to $101.00 and gave the stock a “market perform” rating in a report on Wednesday, December 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. Finally, Evercore restated an “outperform” rating on shares of Wells Fargo & Company in a research note on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Wells Fargo & Company has a consensus rating of “Moderate Buy” and a consensus price target of $97.13.
Get Our Latest Report on Wells Fargo & Company
About Wells Fargo & Company
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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