Prudent Man Advisors LLC Sells 8,030 Shares of Wells Fargo & Company $WFC

Posted by Chris Copeland on Mar 12th, 2026

Prudent Man Advisors LLC trimmed its position in shares of Wells Fargo & Company (NYSE:WFC) by 49.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,340 shares of the financial services provider’s stock after selling 8,030 shares during the period. Prudent Man Advisors LLC’s holdings in Wells Fargo & Company were worth $699,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Hilton Capital Management LLC acquired a new position in shares of Wells Fargo & Company in the second quarter valued at $3,656,000. Mawer Investment Management Ltd. bought a new position in Wells Fargo & Company in the third quarter worth $147,165,000. Guerra Advisors Inc boosted its stake in Wells Fargo & Company by 43.2% during the third quarter. Guerra Advisors Inc now owns 38,439 shares of the financial services provider’s stock worth $3,222,000 after buying an additional 11,594 shares in the last quarter. AlphaQuest LLC increased its holdings in Wells Fargo & Company by 1,121.0% in the 3rd quarter. AlphaQuest LLC now owns 24,079 shares of the financial services provider’s stock valued at $2,018,000 after buying an additional 22,107 shares during the period. Finally, UMB Bank n.a. raised its stake in shares of Wells Fargo & Company by 52.7% in the 3rd quarter. UMB Bank n.a. now owns 138,862 shares of the financial services provider’s stock valued at $11,639,000 after buying an additional 47,946 shares in the last quarter. 75.90% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Wells Fargo & Company

In other news, EVP Kleber Santos sold 25,000 shares of the stock in a transaction 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 sale, the executive vice president owned 79,876 shares in the company, valued at approximately $7,006,722.72. This represents a 23.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Ellen R. Patterson sold 60,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $87.40, for a total value of $5,244,000.00. Following the completion of the sale, the executive vice president owned 169,496 shares of the company’s stock, valued at approximately $14,813,950.40. This trade represents a 26.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 115,000 shares of company stock worth $10,050,000. Insiders own 0.08% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on WFC shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Wednesday, January 21st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $100.00 price objective on shares of Wells Fargo & Company in a research note on Thursday, January 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. Argus boosted their price target on Wells Fargo & Company from $94.00 to $101.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Finally, Evercore reiterated an “outperform” rating on shares of Wells Fargo & Company in a research report on Friday, March 6th. Thirteen investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $97.03.

Read Our Latest Analysis on Wells Fargo & Company

Wells Fargo & Company Price Performance

Shares of Wells Fargo & Company stock opened at $76.85 on Thursday. The stock has a market capitalization of $237.13 billion, a price-to-earnings ratio of 12.26, a P/E/G ratio of 0.85 and a beta of 1.08. The firm’s 50-day moving average price is $88.50 and its two-hundred day moving average price is $86.59. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.05. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $97.76.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last announced its earnings results on Wednesday, January 14th. The financial services provider reported $1.76 EPS for the quarter, topping the consensus estimate of $1.66 by $0.10. The business had revenue of $21.29 billion for 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%.Wells Fargo & Company’s revenue was up 4.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.43 EPS. On average, equities analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Dividend Announcement

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 of this dividend was Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a yield of 2.3%. Wells Fargo & Company’s payout ratio is currently 28.71%.

Wells Fargo & Company News Summary

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

Positive Sentiment: Wells Fargo filed a trademark for “WFUSD” covering tokenization, crypto payments, exchange and wallet services — a visible signal the bank may pursue a stablecoin/digital‑assets payments effort that could create new fee streams and payment rails if it clears regulators. Wells Fargo Files Plan for WFUSD Digital Assets Effort
Positive Sentiment: Market activity shows large call‑option volume on WFC, indicating traders are positioning bullishly or hedging ahead of potential catalysts (e.g., digital‑assets initiative, regulatory developments). This speculative demand can support near‑term upside if sentiment improves. Traders Buy High Volume of Call Options on Wells Fargo & Company (NYSE:WFC)
Positive Sentiment: Analyst commentary highlights that recent regulatory relief could free Wells Fargo to grow its balance sheet and expand fee businesses, which supports the thesis that improved regulatory standing could materially raise returns over the next several quarters. Can Wells Fargo Turn Regulatory Relief Into Sustainable Growth?
Neutral Sentiment: Wells Fargo is refining its commercial banking products and hiring to pursue middle‑market clients — a strategic move that can lift loan and fee growth over time but is unlikely to produce immediate earnings surprises. Wells Fargo chases lead bank role for middle-market clients
Neutral Sentiment: Analyst shop activity (Wells Fargo and peers raising targets on other companies) underscores a busy research environment but has limited direct impact on WFC’s near‑term fundamentals. BMO and Wells Fargo Raise Targets on Matador (MTDR) and United Natural Foods (UNFI)
Negative Sentiment: Wells Fargo shares are trading down on the day amid broader market weakness and profit‑taking; short‑term pressure could persist if macro or sector sentiment remains soft or if investors view the WFUSD filing as raising regulatory risk. Wells Fargo (WFC) Dips More Than Broader Market: What You Should Know

Wells Fargo & Company 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.