Wells Fargo & Company $WFC Stock Holdings Reduced by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA cut its position in shares of Wells Fargo & Company (NYSE:WFC) by 20.5% in the first quarter, Holdings Channel reports. The firm owned 40,371 shares of the financial services provider’s stock after selling 10,399 shares during the period. Union Bancaire Privee UBP SA’s holdings in Wells Fargo & Company were worth $3,055,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Godfrey Financial Associates Inc. bought a new position in Wells Fargo & Company during the fourth quarter valued at approximately $25,000. Miller Capital Partners Inc. acquired a new stake in Wells Fargo & Company in the fourth quarter valued at approximately $25,000. Navalign LLC bought a new stake in Wells Fargo & Company in the fourth quarter worth approximately $26,000. Joseph Group Capital Management bought a new stake in Wells Fargo & Company in the fourth quarter worth approximately $28,000. Finally, Core Wealth Advisors LLC acquired a new position in shares of Wells Fargo & Company during the 4th quarter worth $29,000. 75.90% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on WFC shares. KGI Securities downgraded shares of Wells Fargo & Company to a “hold” rating in a report on Thursday, April 16th. Keefe, Bruyette & Woods decreased their price objective on shares of 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. Piper Sandler reissued an “overweight” rating and set a $94.00 target price (down from $100.00) on shares of Wells Fargo & Company in a research report on Wednesday, April 15th. HSBC upgraded Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 target price on the stock in a report on Wednesday, April 1st. Finally, The Goldman Sachs Group reduced their price target on Wells Fargo & Company from $109.00 to $93.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $98.24.

Wells Fargo & Company News Roundup

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

• Positive Sentiment: Wells Fargo completed the Fed’s 2026 stress test and said it intends to raise its quarterly dividend by 11% to $0.50 per share, pending board approval. That signals confidence in the bank’s capital strength and can support investor sentiment. Wells Fargo Completes 2026 Stress Test and Intends to Raise Dividend by 11% to $0.50
• Positive Sentiment: Truist Financial raised its price target on Wells Fargo to $94 from $90 and kept a Buy rating, implying further upside from current levels. Wells Fargo & Company had its price target raised by Truist Financial Corporation
• Positive Sentiment: Analyst previews ahead of Wells Fargo’s upcoming quarterly results suggest modest double-digit profit growth, which could reinforce the bank’s earnings momentum if delivered. Wells Fargo’s Quarterly Earnings Preview: What You Need to Know
• Positive Sentiment: Wells Fargo also flagged improved Anthropic coding performance, a small but constructive sign that its AI checks are seeing more autonomous execution from the startup. Wells Fargo Flags Anthropic Coding Improvement
• Neutral Sentiment: Broader bank news showed multiple large lenders passing the Fed stress test and planning dividend hikes and buybacks, which is supportive for the sector but not unique to Wells Fargo.

Wells Fargo & Company Trading Down 1.0%

NYSE:WFC opened at $83.87 on Friday. Wells Fargo & Company has a 12 month low of $72.78 and a 12 month high of $97.76. The firm has a market cap of $256.66 billion, a price-to-earnings ratio of 12.94, a P/E/G ratio of 0.96 and a beta of 0.93. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.12. The company’s 50 day moving average is $79.72 and its 200-day moving average is $84.45.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.02. Wells Fargo & Company had a net margin of 17.26% and a return on equity of 13.27%. The business had revenue of $11.62 billion during the quarter, compared to the consensus estimate of $21.85 billion. During the same period in the prior year, the firm earned $1.39 EPS. Wells Fargo & Company’s quarterly revenue was up 6.4% compared to the same quarter last year. Equities analysts anticipate that Wells Fargo & Company will post 6.99 EPS for the current year.

Wells Fargo & Company Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Friday, May 8th were given a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a yield of 2.1%. Wells Fargo & Company’s payout ratio is currently 27.78%.

Wells Fargo & 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.