Wells Fargo & Company (NYSE:WFC) Issues Quarterly Earnings Results

Wells Fargo & Company (NYSE:WFC) announced its quarterly earnings data on Wednesday. The financial services provider reported $1.76 EPS for the quarter, topping the consensus estimate of $1.65 by $0.11, FiscalAI reports. The business had revenue of $21.29 billion for the quarter, compared to analyst estimates of $21.63 billion. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%.

Wells Fargo & Company Stock Down 1.5%

WFC stock opened at $93.55 on Wednesday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.07. The firm has a market capitalization of $293.67 billion, a PE ratio of 15.39, a PEG ratio of 0.87 and a beta of 1.09. Wells Fargo & Company has a twelve month low of $58.42 and a twelve month high of $97.76. The stock has a 50-day simple moving average of $90.02 and a two-hundred day simple moving average of $84.69.

Wells Fargo & Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were paid a $0.45 dividend. The ex-dividend date was Friday, November 7th. This represents a $1.80 annualized dividend and a yield of 1.9%. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 29.61%.

Trending Headlines about Wells Fargo & Company

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

• Positive Sentiment: Q4 earnings beat and outlook lift — WFC reported $1.76 EPS vs. $1.65 consensus and disclosed net income of about $5.4B; management raised its outlook, which supports upward earnings revisions and investor confidence. Wells Fargo Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Interest-income tailwind — Profit climbed as higher interest income boosted net interest margin and overall profitability, a key driver for bank stock re-rating in a rising-rate environment. Wells Fargo profit climbs on interest income boost
• Positive Sentiment: Post-asset-cap growth narrative — This quarter is seen as the first full-scale test after asset-cap relief; results that show sustainable loan and revenue momentum could materially change growth expectations. Wells Fargo Enters Its First Post-Asset-Cap Earnings Test: Here’s Why Q4 Results Could Redefine The Bank’s Growth Story
• Neutral Sentiment: Revenue slightly below estimates — Total revenue was $21.29B vs. consensus ~$21.63B, which tempers the beat and will keep focus on top-line recovery and fee income trends. View Press Release
• Neutral Sentiment: Conference materials available — The company posted its slide deck and is hosting a live call; investors will parse management commentary for guidance on loan growth, credit quality and capital deployment. View Slide Deck
• Negative Sentiment: Regulatory/policy risk — Proposed political measures (e.g., a 10% cap on credit card rates) and broader regulatory scrutiny could pressure margin and card revenue, representing a headline risk for bank earnings. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates

Wall Street Analysts Forecast Growth

WFC has been the subject of several research reports. TD Cowen increased their price objective on Wells Fargo & Company from $93.00 to $102.00 and gave the company a “hold” rating in a report on Wednesday, January 7th. Barclays upped their price target on Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Citigroup lifted their price objective on Wells Fargo & Company from $85.00 to $90.00 and gave the stock a “neutral” rating in a report on Tuesday, September 23rd. UBS Group lowered their price objective on Wells Fargo & Company from $95.00 to $93.00 and set a “buy” rating on the stock in a research note on Tuesday, October 7th. Finally, Wall Street Zen raised shares of Wells Fargo & Company from a “sell” rating to a “hold” rating in a report on Saturday, October 4th. Twelve research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Wells Fargo & Company presently has an average rating of “Hold” and a consensus price target of $93.91.

Hedge Funds Weigh In On Wells Fargo & Company

Hedge funds have recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Wells Fargo & Company by 62.3% in the 4th quarter. Brighton Jones LLC now owns 66,233 shares of the financial services provider’s stock worth $4,652,000 after purchasing an additional 25,436 shares in the last quarter. Victory Financial Group LLC increased its holdings in shares of Wells Fargo & Company by 99.3% in the third quarter. Victory Financial Group LLC now owns 7,440 shares of the financial services provider’s stock worth $624,000 after purchasing an additional 3,706 shares during the period. Hayek Kallen Investment Management raised its position in shares of Wells Fargo & Company by 33.6% in the second quarter. Hayek Kallen Investment Management now owns 6,360 shares of the financial services provider’s stock worth $510,000 after buying an additional 1,600 shares in the last quarter. Oxford Asset Management LLP bought a new stake in Wells Fargo & Company during the second quarter valued at $458,000. Finally, Legacy Advisors LLC bought a new stake in Wells Fargo & Company during the third quarter valued at $449,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.

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.