Tweedy Browne Co LLC Trims Stock Holdings in Wells Fargo & Company $WFC

Tweedy Browne Co LLC trimmed its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 2.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 581,595 shares of the financial services provider’s stock after selling 17,186 shares during the quarter. Wells Fargo & Company accounts for approximately 4.2% of Tweedy Browne Co LLC’s holdings, making the stock its 7th biggest holding. Tweedy Browne Co LLC’s holdings in Wells Fargo & Company were worth $48,749,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Redmont Wealth Advisors LLC bought a new stake in Wells Fargo & Company during the third quarter worth approximately $27,000. Marquette Asset Management LLC lifted its stake in shares of Wells Fargo & Company by 472.4% in the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 274 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in shares of Wells Fargo & Company in the 3rd quarter valued at approximately $30,000. Imprint Wealth LLC purchased a new stake in Wells Fargo & Company during the 3rd quarter valued at $31,000. Finally, Kilter Group LLC bought a new position in Wells Fargo & Company during the second quarter valued at $31,000. Institutional investors own 75.90% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on WFC shares. TD Cowen reduced their target price on shares of Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating on the stock in a research note on Thursday, January 15th. Royal Bank Of Canada reiterated an “outperform” rating and set a $100.00 price target on shares of Wells Fargo & Company in a report on Thursday, January 15th. Freedom Capital lowered shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of Wells Fargo & Company in a research note on Wednesday, January 21st. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $109.00 target price on shares of Wells Fargo & Company in a research note on Wednesday, January 7th. Thirteen investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $96.71.

Wells Fargo & Company Stock Up 0.6%

Shares of WFC opened at $76.23 on Wednesday. The firm has a fifty day moving average price of $86.90 and a 200-day moving average price of $86.45. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.05. The firm has a market capitalization of $235.21 billion, a P/E ratio of 12.16, a P/E/G ratio of 0.83 and a beta of 1.08. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly 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. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The company had revenue of $21.29 billion for the quarter, compared to the consensus estimate of $21.63 billion. During the same quarter last year, the firm posted $1.43 EPS. The firm’s revenue was up 4.5% compared to the same quarter last year. Equities research analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Shareholders of record on Friday, February 6th were paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date was Friday, February 6th. Wells Fargo & Company’s dividend payout ratio is currently 28.71%.

Insider Transactions at Wells Fargo & Company

In related news, EVP Ellen R. Patterson sold 60,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $87.40, for a total value of $5,244,000.00. Following the transaction, the executive vice president owned 169,496 shares of the company’s stock, valued at $14,813,950.40. This represents a 26.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kleber Santos sold 25,000 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 115,000 shares of company stock valued at $10,050,000. 0.08% of the stock is currently owned by company insiders.

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo filed a trademark for “WFUSD,” signaling a potential stablecoin and deeper crypto/payments initiatives that could open new fee and transaction revenues if regulators permit. Wells Fargo WFUSD Stablecoin Filing Meets Weak Share Momentum And Valuation
• Positive Sentiment: FiNet (Wells Fargo’s independent channel) recruited advisory teams from UBS, Commonwealth and Stifel representing about $1.2B in client assets — a direct AUM/fee lift and validation of advisor recruiting efforts. Wells Fargo’s FiNet Recruits Advisory Teams from UBS, Commonwealth, and Stifel
• Positive Sentiment: Wells Fargo co‑branded NAHB Housing Market Index ticked up, a modest sign of improving homebuilder sentiment that could support mortgage originations and related banking revenue. U.S. Homebuilder Confidence Improves Modestly In March
• Neutral Sentiment: Truist cut its WFC price target to $94 from $98 but kept a Buy rating — a modest analyst repricing that still implies upside, so mixed near‑term signal for the stock. Wells Fargo (WFC) PT Lowered to $94 at Truist Securities
• Neutral Sentiment: Evercore ISI similarly trimmed its target but maintained a Buy — another analyst adjustment that tempers enthusiasm but doesn’t indicate broad downgrade pressure. Evercore ISI Lowers PT on Wells Fargo (WFC), Keeps a Buy Rating
• Neutral Sentiment: Coverage and analyst activity from Wells Fargo (research on Dover, Polaris, Merck, tech picks) signal the bank’s active franchise in equity research but are indirect to WFC’s own fundamentals. Wells Fargo Sets $230 Target on Dover as Short-Cycle Recovery Gains Steam
• Negative Sentiment: Broader market risks — geopolitical fallout from the Iran war and rising concerns about private credit — are creating caution among managers and could weigh on bank trading, credit and capital markets revenue. 11 Investment Must Reads for This Week (March 17, 2026)

Wells Fargo & Company 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.