Wells Fargo & Company $WFC Shares Bought by Todd Asset Management LLC

Posted by Brenda Bartman on May 25th, 2026

Todd Asset Management LLC grew its stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 297,601 shares of the financial services provider’s stock after purchasing an additional 6,921 shares during the quarter. Todd Asset Management LLC’s holdings in Wells Fargo & Company were worth $27,736,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in WFC. Capital Research Global Investors raised its holdings in Wells Fargo & Company by 18.6% during the third quarter. Capital Research Global Investors now owns 35,660,903 shares of the financial services provider’s stock worth $2,989,104,000 after purchasing an additional 5,584,930 shares in the last quarter. Danske Bank A S acquired a new stake in Wells Fargo & Company during the third quarter worth approximately $215,638,000. M&G PLC raised its holdings in Wells Fargo & Company by 320.3% during the third quarter. M&G PLC now owns 2,946,277 shares of the financial services provider’s stock worth $247,487,000 after purchasing an additional 2,245,307 shares in the last quarter. PFA Pension Forsikringsaktieselskab acquired a new stake in Wells Fargo & Company during the fourth quarter worth approximately $173,651,000. Finally, Mawer Investment Management Ltd. acquired a new stake in Wells Fargo & Company during the third quarter worth approximately $147,165,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Ellen R. Patterson sold 60,000 shares of Wells Fargo & Company 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 transaction, the executive vice president directly owned 169,496 shares in the company, valued at $14,813,950.40. This trade represents a 26.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Bridget E. Engle sold 30,000 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $87.10, for a total transaction of $2,613,000.00. Following the transaction, the executive vice president owned 83,478 shares of the company’s stock, valued at approximately $7,270,933.80. The trade was a 26.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.14% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on WFC shares. Truist Financial cut their price objective on shares of Wells Fargo & Company from $98.00 to $94.00 and set a “buy” rating on the stock in a report on Tuesday, March 17th. UBS Group reissued a “buy” rating and set a $113.00 price objective on shares of Wells Fargo & Company in a report on Wednesday, February 4th. KGI Securities cut shares of Wells Fargo & Company to a “hold” rating in a report on Thursday, April 16th. JPMorgan Chase & Co. reduced their price target on shares of Wells Fargo & Company from $91.00 to $86.50 and set a “neutral” rating for the company in a research report on Thursday, April 30th. Finally, HSBC upgraded shares of Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 price target for the company in a research note on Wednesday, April 1st. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, Wells Fargo & Company has an average rating of “Moderate Buy” and an average price target of $97.53.

Read Our Latest Stock Analysis on Wells Fargo & Company

Wells Fargo & Company Stock Up 0.2%

Wells Fargo & Company stock opened at $76.52 on Monday. The stock has a 50 day moving average of $78.92 and a two-hundred day moving average of $85.24. Wells Fargo & Company has a twelve month low of $71.89 and a twelve month high of $97.76. The stock has a market capitalization of $234.15 billion, a price-to-earnings ratio of 11.81, a PEG ratio of 0.90 and a beta of 0.96. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.12.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.02. The business had revenue of $11.62 billion for the quarter, compared to analyst estimates of $21.85 billion. Wells Fargo & Company had a return on equity of 13.27% and a net margin of 17.26%.The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.39 earnings per share. As a group, research analysts expect that Wells Fargo & Company will post 6.82 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 8th will be given a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Friday, May 8th. Wells Fargo & Company’s dividend payout ratio (DPR) is 27.78%.

Key Wells Fargo & Company News

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

Positive Sentiment: Wells Fargo launched Advisor Gateway, a new desktop platform for financial advisors that gives access to more than 200 tools and applications. Investors may see this as a sign the bank is investing in technology and advisor productivity, which could support fee growth and client retention. Wells Fargo & Company (WFC) Launches Advisor Gateway, Here’s What You Need to Know
Positive Sentiment: Analysts and market commentary continue to frame WFC as undervalued, with cost cuts and efficiency improvements potentially helping the bank reach its 17%–18% ROTCE target. That supports the case for earnings leverage if management executes well. WFC’s Efficiency Story: Will Cost Cuts Lift ROTCE to Its Target Level?
Positive Sentiment: Wall Street reaction to the recent $110 million discrimination settlement has been relatively muted to constructive, with commentary noting a buy-skewed analyst consensus and insider buying. That suggests investors may be looking past the legal overhang. Wall Street’s Verdict on Wells Fargo After the $110 Million Discrimination Settlement
Neutral Sentiment: One article on Wells Fargo’s revised price target for Alphabet is only indirectly relevant to WFC and does not appear to be a direct driver of the stock today.
Neutral Sentiment: Several repeat items discuss the same Advisor Gateway launch and efficiency/cost-cutting story, reinforcing the same theme rather than adding a new catalyst.

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.