Leonteq Securities AG Takes $1.94 Million Position in Wells Fargo & Company $WFC

Posted by Brenda Bartman on May 21st, 2026

Leonteq Securities AG bought a new stake in Wells Fargo & Company (NYSE:WFC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 20,840 shares of the financial services provider’s stock, valued at approximately $1,942,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Princeton Capital Management LLC raised its stake in shares of Wells Fargo & Company by 3.8% in the fourth quarter. Princeton Capital Management LLC now owns 3,759 shares of the financial services provider’s stock valued at $350,000 after acquiring an additional 136 shares during the period. ABN Amro Investment Solutions raised its stake in shares of Wells Fargo & Company by 176.8% in the fourth quarter. ABN Amro Investment Solutions now owns 221,278 shares of the financial services provider’s stock valued at $20,623,000 after acquiring an additional 141,330 shares during the period. Rathbones Group PLC raised its stake in shares of Wells Fargo & Company by 0.4% in the fourth quarter. Rathbones Group PLC now owns 113,850 shares of the financial services provider’s stock valued at $10,611,000 after acquiring an additional 509 shares during the period. BlueStem Wealth Partners LLC raised its stake in shares of Wells Fargo & Company by 3.1% in the fourth quarter. BlueStem Wealth Partners LLC now owns 7,562 shares of the financial services provider’s stock valued at $705,000 after acquiring an additional 230 shares during the period. Finally, Northbridge Financial Group LLC purchased a new stake in shares of Wells Fargo & Company in the fourth quarter valued at $917,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Wells Fargo & Company Trading Up 1.8%

WFC stock opened at $75.88 on Thursday. The company has a market capitalization of $232.22 billion, a PE ratio of 11.71, a P/E/G ratio of 0.88 and a beta of 0.96. Wells Fargo & Company has a 12 month low of $71.89 and a 12 month high of $97.76. The firm’s 50-day moving average is $78.97 and its 200 day moving average is $85.39. The company has a debt-to-equity ratio of 1.12, a current ratio of 0.90 and a quick ratio of 0.90.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $1.60 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 the consensus estimate of $21.85 billion. Wells Fargo & Company had a net margin of 17.26% and a return on equity of 13.27%. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.39 EPS. On average, research analysts anticipate that Wells Fargo & Company will post 6.82 EPS for the current year.

Wells Fargo & Company Dividend Announcement

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

Analyst Ratings Changes

WFC has been the topic of several recent analyst reports. Keefe, Bruyette & Woods reduced their target price on shares of Wells Fargo & Company from $101.00 to $98.00 and set a “market perform” rating on the stock in a research note on Wednesday, April 15th. Morgan Stanley reduced their price target on shares of Wells Fargo & Company from $108.00 to $100.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a research note on Monday, April 20th. Truist Financial reduced their price target on shares of Wells Fargo & Company from $98.00 to $94.00 and set a “buy” rating on the stock in a research note on Tuesday, March 17th. Finally, Wall Street Zen raised shares of Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Saturday, May 16th. Two equities 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, Wells Fargo & Company presently has an average rating of “Moderate Buy” and a consensus price target of $97.53.

Get Our Latest Stock Report on Wells Fargo & Company

Key Headlines Impacting Wells Fargo & Company

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

Positive Sentiment: Wells Fargo agreed to a $110 million settlement tied to lending and hiring discrimination claims, and the court framed the borrower assistance fund as a step toward expanding equitable access to financial services. The removal of a legal overhang could be viewed as positive for sentiment. Wells Fargo agrees to $110M lending, hiring discrimination settlement
Neutral Sentiment: Wells Fargo is also getting attention from brokers and news readers, with recent coverage noting the stock has a “Moderate Buy” consensus and strong investor interest, which supports ongoing trading activity but does not materially change the fundamental story. Wells Fargo & Company (NYSE:WFC) Given Average Recommendation of “Moderate Buy” by Brokerages
Neutral Sentiment: The company also announced that CEO Charlie Scharf will present at the Bernstein Strategic Decisions Conference on May 27, keeping Wells Fargo in the spotlight and potentially giving management a venue to discuss strategy, but this is more of a near-term event than a direct catalyst. Wells Fargo to Present at the Bernstein Strategic Decisions Conference
Negative Sentiment: The settlement news also highlights that Wells Fargo continues to work through legacy legal and regulatory issues, which can weigh on investor confidence even when the financial cost is manageable.
Negative Sentiment: One analyst note today trimmed Meta Platforms’ price target from Wells Fargo’s research desk, but that update is about Meta rather than Wells Fargo stock itself and is unlikely to be a direct driver for WFC.

Insider Buying and Selling at Wells Fargo & Company

In other Wells Fargo & Company news, EVP Bridget E. Engle sold 30,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were 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. This trade represents a 26.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kleber Santos sold 25,000 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the transaction, the executive vice president directly owned 79,876 shares in the company, valued at $7,006,722.72. This trade represents a 23.84% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 115,000 shares of company stock valued at $10,050,000. Company insiders own 0.14% of the company’s stock.

Wells Fargo & 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.