Wells Fargo Croissance future
Future contrôle des critères 1/6
Wells Fargo devrait augmenter ses bénéfices et son chiffre d'affaires de 4.5% et de 6.4% par an respectivement. Le BPA devrait croître de de 9.2% par an. Le rendement des capitaux propres devrait être 13.7% dans 3 ans.
Informations clés
4.5%
Taux de croissance des bénéfices
9.17%
Taux de croissance du BPA
| Banks croissance des bénéfices | 8.2% |
| Taux de croissance des recettes | 6.4% |
| Rendement futur des capitaux propres | 13.68% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 09 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 20
Wells Fargo Long Duration Preferred: Safe Yield, Discount To Par, And Interest Rate Optionality
Summary Wells Fargo preferred shares WFC.PR.A, WFC.PR.C, WFC.PR.D, and WFC.PR.Z saw significant price drawdowns over the last five years due to the Fed interest rate upcycle. These preferreds yield ~6.3%, trade below par, and offer interest rate optionality if rates decline, with strong coverage metrics and substantial balance sheet support. Lower coupon structures of these preferreds, while responsible for the recent drawdowns, simultaneously create stronger upside participation in a declining rate environment. WFC.PR.A, WFC.PR.C, WFC.PR.D, and WFC.PR.Z are rated a buy due to their strong qualified dividend yield for individual investors, discount to par, and interest rate optionality on the upside, in case of reversal of interest rate upcycle. A ~6% regular income stream, without any near-term call risk at present, is a noteworthy advantage for an income- or goal-based investor allocating without much regard to price fluctuations. Read the full article on Seeking Alpha
Mise à jour du récit • May 05
WFC: Future Returns Will Reflect Repo Market Role And Earnings Execution
Analysts have trimmed their average price targets on Wells Fargo, and the updated $96.63 fair value reflects slightly higher discount rate assumptions and modestly adjusted revenue growth, profit margin, and future P/E inputs across recent research updates. Analyst Commentary Recent research on Wells Fargo has been active, with a mix of target cuts, rating changes, and a few upgrades feeding into the current fair value view.Mise à jour du récit • Apr 20
WFC: Future Returns Will Reflect Repo Market Role And Capital Return Strength
Analyst models for Wells Fargo now point to a slightly lower implied price target of about $96, down from roughly $99. Analysts are factoring in sector wide valuation resets, modestly higher required returns and small tweaks to revenue growth, profit margins and future P/E assumptions.
Nouveau récit • Apr 13
Wells Fargo & Co. (WFC): The "Offense" Era and the Q1 2026 Asset Growth Test
Wells Fargo & Co. (WFC) entered the session on April 13, 2026 , trading at $85.45 USD on the NYSE, positioning itself as the most significant "transformation story" in the banking sector. The central narrative for 2026 is "Unfettered Growth" : For the first time in nearly eight years, Wells Fargo is operating without the $1.95 trillion Federal Reserve asset cap that was lifted in mid-2025.Mise à jour du récit • Apr 06
WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return Strength
The analyst price target for Wells Fargo has been trimmed slightly to align with a fair value estimate, moving from $100.52 to $99.30. Analysts are recalibrating assumptions for profit margins and sector P/E multiples, while still citing mixed but generally constructive research commentary across recent upgrades, downgrades, and target changes.Mise à jour du récit • Mar 22
WFC: Future Returns Will Reflect ROTCE Expansion Despite Sector Multiple Pressure
The analyst price target on Wells Fargo has been trimmed slightly, reflecting a modest fair value adjustment to about $100.52 as analysts weigh mixed target changes across the Street and updated assumptions on profitability and sector valuations. Analyst Commentary Recent research on Wells Fargo points to a split view, with some analysts focusing on upside to earnings power and capital return, while others question how much of that story is already reflected in the share price.Mise à jour du récit • Mar 08
WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return Durability
Analysts have nudged our Wells Fargo fair value estimate slightly lower to about $101 from roughly $102, reflecting modestly reduced sector valuation assumptions, even as they highlight stable earnings forecasts, steady profitability expectations, and a slightly lower future P/E multiple in recent price target moves across the Street. Analyst Commentary Recent Street research on Wells Fargo reflects a mix of optimism and caution, with several firms adjusting price targets in both directions while largely keeping earnings assumptions intact.Mise à jour du récit • Feb 21
WFC: Future Returns Will Reflect ROTCE Expansion And Higher Earnings Quality
Our Wells Fargo analyst price target edges up by about $0.40 to $101.65. This reflects analysts' updated assumptions around a slightly higher future P/E multiple and supporting research that includes a mix of recent target hikes and rating changes across major firms.Mise à jour du récit • Feb 07
WFC: Future Returns Will Reflect ROTCE Expansion And Mixed 2026 Sector Tailwinds
Analysts have raised their price target on Wells Fargo, with our fair value estimate moving to $101.25 from $100.44. This change reflects updated assumptions for slightly stronger profit margins, a lower discount rate, and modestly lower revenue growth and future P/E, in line with recent mixed target changes across the Street.Mise à jour du récit • Jan 22
WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return Capacity
Analysts have adjusted their price targets on Wells Fargo in a tight range, with an updated fair value estimate of US$100.44 reflecting a blend of recent target raises and trims as they factor in revised revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on Wells Fargo reflects a mix of optimism and caution, with price targets adjusted both higher and lower as analysts refine their views on earnings power, valuation, and execution through 2026.Article d’analyse • Jan 17
Here's What Analysts Are Forecasting For Wells Fargo & Company (NYSE:WFC) After Its Annual Results
Wells Fargo & Company ( NYSE:WFC ) shareholders are probably feeling a little disappointed, since its shares fell 7.9...Mise à jour du récit • Jan 08
WFC: Future Returns Will Reflect Fee Strength And Execution On ROTCE Targets
Analysts have raised their fair value estimate for Wells Fargo to $100.00 from $94.50. This change reflects updated price targets and views on revenue growth, profitability, and future P/E assumptions across recent research.Mise à jour du récit • Dec 15
WFC: Future Returns Will Reflect Fee Strength Amid Ongoing Execution Risks
We raise our Wells Fargo price target modestly to $94.50 from $93.71, reflecting analysts' increased confidence in fee driven earnings strength, improving profitability metrics, and higher medium term return targets following a series of post Q3 estimate and target upgrades. Analyst Commentary Recent Street research indicates a generally constructive stance on Wells Fargo, with a series of price target increases following the Q3 print.Mise à jour du récit • Dec 01
WFC: Future Results Will Balance Improved Margins With Easing Regulatory Pressures
Analysts have modestly increased their price target for Wells Fargo from $93.54 to $93.71, citing stronger fee revenue and improved profit margins in recent quarterly results. Analyst Commentary Recent street research reflects both optimism and caution from analysts regarding Wells Fargo's outlook following its latest financial results and updated strategic targets.Mise à jour du récit • Nov 17
WFC: Future Earnings Will Reflect Improved Profitability And Recent Regulatory Developments
Analysts have raised their price target for Wells Fargo from $93.13 to $93.54. They cite continued earnings strength and improved medium-term growth expectations for the bank.Mise à jour du récit • Nov 01
WFC: Fee Revenue Strength And Profitability Targets Will Balance Regulatory Headwinds
Wells Fargo's analyst price target has increased by $1.69 to $93.13. Analysts cite the company's core earnings beat, stronger fee revenue, and improved profitability targets as reasons for the upward revision.Mise à jour du récit • Oct 18
Digital Banking And Wealth Management Will Expand Future Reach
Wells Fargo's analyst price target has been raised from $89.13 to $91.44. This change reflects stronger-than-expected Q3 earnings, improved fee revenue, and updated guidance.Mise à jour du récit • Oct 04
Digital Banking And Wealth Management Will Expand Future Reach
Wells Fargo's fair value estimate has increased to $89.13 from $87.00. Analysts cite improved revenue growth assumptions, as well as anticipated benefits from higher fee income and accelerated share buybacks, as key factors behind their updated price targets.Mise à jour du récit • Sep 02
Digital Banking And Wealth Management Will Expand Future Reach
Analysts trimmed Wells Fargo's price target slightly to $86.00, citing elevated valuations and limited near-term upside despite improved fundamentals and asset cap removal, as recent gains appear priced in amid macro and earnings quality concerns. Analyst Commentary Removal of the asset cap is a significant long-term positive, allowing Wells Fargo to grow its balance sheet and increase trading and investment banking revenues, but much of the near-term optimism is already priced in.Seeking Alpha • Mar 31
Wells Fargo: A Classical Comeback Story Worth Playing!
Summary With only 4 consent orders remaining, momentum is building toward the potential lifting of the $1.95T asset cap—a major growth catalyst. The company has delivered 18 consecutive earnings beats and 11% Y/Y EPS growth, signaling operational consistency and improving profitability. Despite a 28% stock rally, the firm remains undervalued, trading at a ~9% discount to its sector on a PEG basis. Read the full article on Seeking AlphaNouveau récit • Mar 27
Increasing Dividends
Analysts also project moderate revenue and earnings growth over the next couple of years, with expected revenue growth of about 1.2% in 2025 and EPS growth of 6.6%, which suggests a positive long-termSeeking Alpha • Mar 10
Wells Fargo: A Strong Bank, But Is It A Good Buy Right Now?
Summary Wells Fargo has improved efficiency and profitability but lacks significant revenue growth and faces regulatory issues, making the stock fully valued at $71 per share. Buybacks have boosted EPS, but real revenue expansion is needed for substantial stock price growth; current valuation isn't a bargain. Management is committed to shareholder returns, but regulatory hurdles and economic risks could limit future buybacks and growth. Hold WFC if you own it; consider buying at $60-$65 for a better entry point, given limited upside potential at current prices. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
Wells Fargo: Using A 5.8% Preferred Stock To Bet On Lower Interest Rates
Summary Wells Fargo's Series Z preferred shares offer a 5.80% yield and potential capital gains if interest rates decrease, making them a "total return" idea. The bank's preferred dividends are well covered, requiring less than 6% of net profit, ensuring financial stability. I aim for a high single-digit or low double-digit total return in two years, leveraging potential interest rate declines. While focusing on preferred shares, I also consider Wells Fargo's common stock, especially during market weakness, using put options for better entry points. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
Wells Fargo: Likely Fairly Valued (Rating Upgrade)
Summary Wells Fargo exceeded Q4 earnings expectations, driven by strong investment banking performance and a 1.2% Q/Q increase in net interest income. Despite an improved net interest income outlook for FY 2025, I maintain a hold rating due to Wells Fargo's high valuation relative to book value. Wells Fargo's balance sheet quality remained solid with declining credit provisions, but commercial real estate exposure poses some risk. The delay in federal fund rate cuts supports a positive net interest income growth outlook of 1-3% for Wells Fargo in 2025. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Wells Fargo: More Good Earnings To Come
Summary Wells Fargo & Company's strong earnings, robust balance sheet, and strategic focus on credit cards and technology drive positive outlook and expected 4Q 2024 performance. Anticipated removal of the asset cap and collaboration with Volkswagen will enhance operational efficiency and profitability, supporting future growth. Despite challenges in commercial real estate and interest rate volatility, Wells Fargo's solid fundamentals and capital position provide resilience. Valuation metrics indicate WFC stock is fairly valued, with growth expected to align with peers, supported by a favorable regulatory environment. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Wells Fargo: Not Much Value For Long-Term Investors
Summary Wells Fargo's asset cap limits growth, impacting profitability and putting it at a disadvantage compared to peers like JPMorgan and Bank of America. Higher interest rates have boosted Wells Fargo's performance, but rising deposit costs and declining net interest income are concerning trends. Despite recent share price gains, Wells Fargo appears overvalued given its weak earnings momentum and regulatory constraints. The bank's credit quality remains stable, but increasing credit costs and operational inefficiencies hinder potential earnings growth. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Wells Fargo Stock: Why It Could Continue Its Bull Run Once The Asset Cap Is Lifted
Summary Wells Fargo has submitted a third-party review to the Federal Reserve to lift a $1.95 trillion asset cap imposed after the 2016 fake accounts scandal. CEO Charlie Scharf has been addressing compliance issues since 2019, aiming to remove the cap and secure a significant victory for the bank. Despite a 2024 jump in shares, executives anticipate the asset cap will remain in place at least into next year. The removal of the asset cap is crucial for Wells Fargo's growth, having paid billions in penalties and facing numerous lawsuits. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Wells Fargo Q3 Earnings Preview: Stock Attractive As Interest Rates Fall
Summary Wells Fargo's earnings saw a decline in net interest income due to higher funding costs, despite beating earnings and revenue expectations in its last quarter. WFC stock underperformed the S&P 500, returning a loss of 4.29% over the last year, with weak momentum scoring a D+. Opportunities include leveraging AI for efficiency, expanding wealth management, and benefiting from falling interest rates and strong stock markets. Investors have low expectations but may find Wells Fargo attractive as interest rates fall, and the economy grows, earning WFC stock a buy ahead of the earnings report. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
Wells Fargo: A Stable Dividend Payer With Growth In Fees-Driven Segments
Summary Wells Fargo has a proven record of stable quarterly dividend payouts, though its yield is around 2.8% now and growth history mixed. Although loan growth appears to have declined, its fees-driven business segments have shown growth potential recently, which, I think, can grow future fees income. With such a huge loan book, it is exposed to loan charge-off trends like many banking peers, as well as Fed rate decisions. Its capitalization and liquidity coverage is above regulatory minimums. Its valuation appears relatively in line with key peers, while it is trading near its 200-day moving average. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Wells Fargo's New Enforcement Action Pushes Back The Asset Cap Lifting Timeline (Rating Downgrade)
Summary Wells Fargo's ongoing regulatory issues, including a recent OCC enforcement action, delay the likelihood of the Federal Reserve lifting its $1.95 trillion asset cap. The bank's efforts to modernize risk management systems have not fully satisfied regulators, impacting its ability to expand and improve profitability. Wells Fargo's valuation remains lower than peers due to regulatory scrutiny, with recent developments lowering near-term price estimates to the high $50s. Future dividend increases and profitability are tied to lifting the asset cap, which now seems less likely to occur before late 2025 at the soonest, and probably later. Read the full article on Seeking AlphaSeeking Alpha • Aug 29
Wells Fargo: Too Much Uncertainty
Summary Wells Fargo's stock has surged around 40% from the beginning of 2023, but mid-term uncertainty remains due to potential Federal Reserve actions and regulatory changes. Q2 2024 results show declining Net Interest Income and loan balances, but a 19% rise in Non-interest Income due to revenue diversification efforts. Lower interest rates may not quickly boost loan demand, risking revenue growth; a potential lifting of the $2 trillion asset cap could benefit earnings. Despite the potential upside, high uncertainty and current valuation make Wells Fargo stock a hold. Read the full article on Seeking AlphaSeeking Alpha • Jul 17
Wells Fargo: Q2 Earnings Suggest NII Drops Are Bottoming (Rating Upgrade)
Summary Wells Fargo's Q2 earnings showed a slight top-line and bottom-line beat, with an unchanged NII guidance that led to an initial market drop that recovered throughout the day. Net interest income has declined every quarter since Q4 22, but with Q2 drop rates decreasing and probabilities of rate cuts increasing, it suggests that this may be the bottom. Despite several risks and WFC being the underperformer among major banks over the past year, I have changed my rating from 'hold' to 'buy' Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 96,079 | 23,901 | N/A | N/A | 2 |
| 12/31/2027 | 91,837 | 22,738 | N/A | N/A | 12 |
| 12/31/2026 | 87,730 | 21,411 | N/A | N/A | 11 |
| 3/31/2026 | 81,135 | 20,669 | 1,179 | 1,179 | N/A |
| 12/31/2025 | 80,041 | 20,285 | -19,001 | -19,001 | N/A |
| 9/30/2025 | 79,072 | 19,972 | -14,218 | -14,218 | N/A |
| 6/30/2025 | 77,618 | 19,483 | -9,143 | -9,143 | N/A |
| 3/31/2025 | 77,254 | 18,909 | 4,123 | 4,123 | N/A |
| 12/31/2024 | 77,962 | 18,606 | 3,035 | 3,035 | N/A |
| 9/30/2024 | 77,875 | 16,965 | 12,333 | 12,333 | N/A |
| 6/30/2024 | 78,234 | 17,563 | 23,632 | 23,632 | N/A |
| 3/31/2024 | 77,601 | 17,582 | 20,827 | 20,827 | N/A |
| 12/31/2023 | 77,198 | 17,982 | 40,358 | 40,358 | N/A |
| 9/30/2023 | 77,079 | 17,699 | 29,401 | 29,401 | N/A |
| 6/30/2023 | 76,201 | 15,562 | 25,912 | 25,912 | N/A |
| 3/31/2023 | 73,841 | 13,766 | 34,255 | 34,255 | N/A |
| 12/31/2022 | 72,834 | 12,562 | 27,048 | 27,048 | N/A |
| 9/30/2022 | 74,983 | 15,155 | 24,620 | 24,620 | N/A |
| 6/30/2022 | 76,434 | 16,629 | 7,794 | 7,794 | N/A |
| 3/31/2022 | 81,541 | 19,509 | -7,856 | -7,856 | N/A |
| 12/31/2021 | 83,321 | 20,818 | -11,525 | -11,525 | N/A |
| 9/30/2021 | 80,119 | 17,527 | -39,107 | -39,107 | N/A |
| 6/30/2021 | 78,440 | 15,641 | -42,873 | -42,873 | N/A |
| 3/31/2021 | 65,655 | 5,738 | -18,692 | -18,692 | N/A |
| 12/31/2020 | 60,172 | 1,786 | 2,051 | 2,051 | N/A |
| 9/30/2020 | 60,802 | 1,591 | 37,239 | 37,239 | N/A |
| 6/30/2020 | 63,563 | 2,727 | 32,840 | 32,840 | N/A |
| 3/31/2020 | 75,862 | 12,735 | 16,052 | 16,052 | N/A |
| 12/31/2019 | 84,227 | 18,105 | N/A | 6,730 | N/A |
| 9/30/2019 | 83,651 | 21,103 | N/A | 9,341 | N/A |
| 6/30/2019 | 83,697 | 22,519 | N/A | 28,974 | N/A |
| 3/31/2019 | 83,717 | 21,463 | N/A | 28,794 | N/A |
| 12/31/2018 | 84,696 | 20,689 | N/A | 36,073 | N/A |
| 9/30/2018 | 85,732 | 20,718 | N/A | 21,314 | N/A |
| 6/30/2018 | 85,503 | 19,396 | N/A | 24,188 | N/A |
| 3/31/2018 | 86,082 | 20,054 | N/A | 20,711 | N/A |
| 12/31/2017 | 85,989 | 20,554 | N/A | 18,619 | N/A |
| 9/30/2017 | 85,283 | 19,686 | N/A | 23,108 | N/A |
| 6/30/2017 | 85,674 | 20,798 | N/A | 11,179 | N/A |
| 3/31/2017 | 85,082 | 20,521 | N/A | 8,170 | N/A |
| 12/31/2016 | 84,541 | 20,373 | N/A | 1,008 | N/A |
| 9/30/2016 | 84,550 | 20,704 | N/A | -8,847 | N/A |
| 6/30/2016 | 84,199 | 20,904 | N/A | 12,487 | N/A |
| 3/31/2016 | 84,129 | 21,094 | N/A | 18,171 | N/A |
| 12/31/2015 | 83,690 | 21,470 | N/A | 15,904 | N/A |
| 9/30/2015 | 83,846 | 21,649 | N/A | 22,666 | N/A |
| 6/30/2015 | 83,519 | 21,614 | N/A | 18,791 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de WFC ( 4.5% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de WFC ( 4.5% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de WFC devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de WFC ( 6.4% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de WFC ( 6.4% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de WFC devrait être faible dans 3 ans ( 13.7 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 04:57 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Wells Fargo & Company est couverte par 50 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| David George | Baird |
| Jason Goldberg | Barclays |