Wells Fargo & Company $WFC Shares Sold by Sustainable Insight Capital Management LLC

Sustainable Insight Capital Management LLC decreased its holdings in Wells Fargo & Company (NYSE:WFC) by 21.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 40,882 shares of the financial services provider’s stock after selling 11,000 shares during the quarter. Wells Fargo & Company accounts for about 1.3% of Sustainable Insight Capital Management LLC’s holdings, making the stock its 22nd largest holding. Sustainable Insight Capital Management LLC’s holdings in Wells Fargo & Company were worth $3,810,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. RKL Wealth Management LLC raised its holdings in Wells Fargo & Company by 1.9% in the 4th quarter. RKL Wealth Management LLC now owns 8,126 shares of the financial services provider’s stock worth $757,000 after purchasing an additional 148 shares during the period. Glaxis Capital Management LLC raised its holdings in Wells Fargo & Company by 36.1% in the 4th quarter. Glaxis Capital Management LLC now owns 37,697 shares of the financial services provider’s stock worth $3,513,000 after purchasing an additional 10,000 shares during the period. Great Valley Advisor Group Inc. raised its holdings in Wells Fargo & Company by 5.8% in the 4th quarter. Great Valley Advisor Group Inc. now owns 24,890 shares of the financial services provider’s stock worth $2,320,000 after purchasing an additional 1,368 shares during the period. Xponance LLC raised its holdings in Wells Fargo & Company by 4.4% in the 4th quarter. Xponance LLC now owns 502,070 shares of the financial services provider’s stock worth $46,793,000 after purchasing an additional 20,967 shares during the period. Finally, UniSuper Management Pty Ltd raised its holdings in Wells Fargo & Company by 0.6% in the 4th quarter. UniSuper Management Pty Ltd now owns 1,427,647 shares of the financial services provider’s stock worth $133,057,000 after purchasing an additional 7,820 shares during the period. Institutional investors and hedge funds own 75.90% of the company’s stock.

Key Headlines Impacting Wells Fargo & Company

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

• Positive Sentiment: Management reiterated a roughly $50 billion 2026 net interest income target and signaled stronger second-quarter NII, which suggests earnings momentum could improve if loan and deposit trends hold. Wells Fargo’s Long-Dated Funding And NII Outlook Might Change The Case For Investing In WFC
• Positive Sentiment: Wells Fargo continues to attract attention as a dividend stock, reinforcing its appeal for income-focused investors and supporting the valuation case. Why Wells Fargo (WFC) is a Top Dividend Stock for Your Portfolio
• Positive Sentiment: Wells Fargo Advisors’ FiNet unit added a $650 million advisory team from Stifel, a modest sign of franchise growth in wealth management. Wells Fargo’s FiNet Recruits $650 Million Team From Stifel
• Neutral Sentiment: The company also received more supportive coverage around a $1.2 million community grant, which highlights capital-allocation and community-impact efforts but is unlikely to materially move the stock. Wells Fargo Grant Highlights Community Focus And Potential Valuation Upside
• Negative Sentiment: Headlines that the DOJ subpoenaed Wells Fargo in a widening debanking probe add regulatory overhang and could pressure sentiment until there is more clarity. JPMorgan, BofA, Wells Fargo Subpoenaed By DOJ In Trump’s Explosive ‘Debanking’ Crackdown: Report

Wells Fargo & Company Price Performance

NYSE:WFC opened at $82.45 on Friday. Wells Fargo & Company has a 12 month low of $71.93 and a 12 month high of $97.76. The stock has a 50 day moving average of $79.50 and a two-hundred day moving average of $84.67. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.12. The firm has a market cap of $252.32 billion, a P/E ratio of 12.72, a price-to-earnings-growth ratio of 0.96 and a beta of 0.93.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $1.60 EPS for the quarter, topping the consensus estimate 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 analyst estimates of $21.85 billion. During the same period in the previous year, the business earned $1.39 EPS. Wells Fargo & Company’s quarterly revenue was up 6.4% on a year-over-year basis. On average, analysts expect that Wells Fargo & Company will post 6.84 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Friday, May 8th were paid a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 2.2%. The ex-dividend date was Friday, May 8th. Wells Fargo & Company’s payout ratio is 27.78%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Jefferies Financial Group assumed coverage on Wells Fargo & Company in a report on Thursday, March 26th. They issued a “buy” rating and a $100.00 price target for the company. Barclays reduced 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 reduced 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. JPMorgan Chase & Co. reduced their price target 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. Finally, Phillip Securities raised Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a report on Thursday, May 7th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, Wells Fargo & Company presently has an average rating of “Moderate Buy” and a consensus target price of $97.53.

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.