Wells Fargo & Company $WFC Holdings Lifted by NEOS Investment Management LLC

Posted by George Bondi on Sep 4th, 2026

NEOS Investment Management LLC increased its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 10.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 507,034 shares of the financial services provider’s stock after acquiring an additional 50,003 shares during the period. NEOS Investment Management LLC’s holdings in Wells Fargo & Company were worth $41,901,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Godfrey Financial Associates Inc. acquired a new position in shares of Wells Fargo & Company in the 4th quarter worth approximately $25,000. Miller Capital Partners Inc. bought a new stake in Wells Fargo & Company during the fourth quarter worth approximately $25,000. Navalign LLC bought a new stake in Wells Fargo & Company during the fourth quarter worth approximately $26,000. Core Wealth Advisors LLC acquired a new position in Wells Fargo & Company in the fourth quarter worth approximately $29,000. Finally, Strive Financial Group LLC acquired a new position in Wells Fargo & Company in the fourth quarter worth approximately $29,000. 75.90% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

WFC has been the topic of several research reports. Morgan Stanley upped their price target on Wells Fargo & Company from $97.00 to $102.00 and gave the company an “equal weight” rating in a report on Monday, June 29th. UBS Group decreased their target price on Wells Fargo & Company from $105.00 to $104.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Raymond James Financial reaffirmed a “market perform” rating on shares of Wells Fargo & Company in a research report on Tuesday, July 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a report on Friday, July 17th. Finally, Phillip Securities upgraded Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, Wells Fargo & Company presently has a consensus rating of “Moderate Buy” and a consensus price target of $98.61.

View Our Latest Stock Analysis on WFC

Wells Fargo & Company Stock Down 0.1%

Shares of NYSE:WFC opened at $89.15 on Friday. The firm has a 50 day simple moving average of $86.56 and a 200 day simple moving average of $82.61. Wells Fargo & Company has a 52 week low of $72.78 and a 52 week high of $97.76. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.90 and a current ratio of 0.90. The company has a market cap of $269.59 billion, a PE ratio of 12.96, a price-to-earnings-growth ratio of 0.97 and a beta of 0.92.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $1.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.73 by $0.23. Wells Fargo & Company had a net margin of 17.55% and a return on equity of 13.85%. The company had revenue of $22.62 billion for the quarter, compared to the consensus estimate of $21.86 billion. During the same period in the previous year, the business earned $1.60 EPS. The company’s revenue was up 8.6% on a year-over-year basis. As a group, research analysts expect that Wells Fargo & Company will post 7.26 earnings per share for the current year.

Wells Fargo & Company Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Friday, August 7th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, August 7th. This is a positive change from Wells Fargo & Company’s previous quarterly dividend of $0.45. This represents a $2.00 annualized dividend and a yield of 2.2%. Wells Fargo & Company’s payout ratio is presently 29.07%.

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.