Marathon Asset Management Ltd Cuts Stock Position in Wells Fargo & Company $WFC

Posted by Michael Walen on May 20th, 2026

Marathon Asset Management Ltd lessened its holdings in Wells Fargo & Company (NYSE:WFC) by 8.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 100,021 shares of the financial services provider’s stock after selling 9,721 shares during the quarter. Marathon Asset Management Ltd’s holdings in Wells Fargo & Company were worth $9,322,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Navalign LLC acquired a new stake in Wells Fargo & Company in the fourth quarter worth about $26,000. Joseph Group Capital Management acquired a new stake in Wells Fargo & Company in the fourth quarter worth about $28,000. Redmont Wealth Advisors LLC acquired a new stake in Wells Fargo & Company in the third quarter worth about $27,000. Grey Fox Wealth Advisors LLC acquired a new stake in Wells Fargo & Company in the third quarter worth about $30,000. Finally, Imprint Wealth LLC acquired a new stake in Wells Fargo & Company in the third quarter worth about $31,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Wells Fargo & Company Trading Up 0.2%

Shares of NYSE:WFC opened at $74.55 on Wednesday. Wells Fargo & Company has a 12-month low of $71.89 and a 12-month high of $97.76. The company has a market capitalization of $228.12 billion, a PE ratio of 11.50, a PEG ratio of 0.87 and a beta of 0.96. The business has a 50 day moving average of $79.03 and a two-hundred day moving average of $85.46. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.12.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.02. Wells Fargo & Company had a return on equity of 13.27% and a net margin of 17.26%.The company had revenue of $11.62 billion during the quarter, compared to the consensus estimate of $21.85 billion. During the same period in the previous year, the company posted $1.39 earnings per share. Wells Fargo & Company’s revenue for the quarter was up 6.4% on a year-over-year basis. As a group, analysts forecast that Wells Fargo & Company will post 6.82 EPS for the current year.

Wells Fargo & Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Friday, May 8th will be issued a $0.45 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a yield of 2.4%. Wells Fargo & Company’s payout ratio is presently 27.78%.

Wells Fargo & Company News Roundup

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

Positive Sentiment: Wells Fargo will present at the Bernstein Strategic Decisions Conference on May 27, keeping management visible to investors and potentially reinforcing the bank’s strategy and outlook. Wells Fargo to Present at the Bernstein Strategic Decisions Conference
Positive Sentiment: The NAHB/Wells Fargo Housing Market Index unexpectedly rose to 37 in May from 34 in April, a sign that homebuilder sentiment is improving and could support loan demand in the housing market. U.S. Homebuilder Confidence Unexpectedly Rebounds In May
Positive Sentiment: Wells Fargo and other banks moved up league tables after helping arrange NextEra Energy’s $67 billion deal for Dominion Energy, highlighting stronger investment-banking activity. Lazard, Wells Fargo Vault Up League Tables on NextEra-Dominion Deal
Neutral Sentiment: One article noted Wells Fargo’s preferred shares offer a discounted yield opportunity with interest-rate optionality, which is more of an investor commentary piece than a direct company catalyst. Wells Fargo Long Duration Preferred: Safe Yield, Discount To Par, And Interest Rate Optionality
Negative Sentiment: Wells Fargo agreed to a $110 million settlement over lending and hiring discrimination claims, including a $100 million borrower-assistance fund, which may weigh on sentiment despite removing legal uncertainty. Wells Fargo agrees to $110M lending, hiring discrimination settlement

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Barclays lowered their price target on Wells Fargo & Company from $113.00 to $108.00 and set an “overweight” rating for the company in a report on Wednesday, April 15th. Morgan Stanley lowered their price target on Wells Fargo & Company from $108.00 to $100.00 and set an “equal weight” rating for the company in a report on Tuesday, March 31st. Keefe, Bruyette & Woods lowered their price target on Wells Fargo & Company from $101.00 to $98.00 and set a “market perform” rating for the company in a report on Wednesday, April 15th. Robert W. Baird raised Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 target price for the company in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. decreased their target price on Wells Fargo & Company from $91.00 to $86.50 and set a “neutral” rating for the company in a report on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $97.53.

Get Our Latest Analysis on Wells Fargo & Company

Insider Transactions at Wells Fargo & Company

In other news, EVP Kleber Santos sold 25,000 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the completion of the transaction, the executive vice president directly owned 79,876 shares of the company’s stock, valued at $7,006,722.72. This represents a 23.84% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Bridget E. Engle sold 30,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $87.10, for a total value of $2,613,000.00. Following the sale, the executive vice president owned 83,478 shares of the company’s stock, valued at $7,270,933.80. The trade was a 26.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 115,000 shares of company stock valued at $10,050,000 in the last three months. 0.14% of the stock is currently owned by company insiders.

Wells Fargo & Company Profile

(Free Report)

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.