View ValuationWells Fargo 将来の成長Future 基準チェック /26Wells Fargo利益と収益がそれぞれ年間4.5%と6.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.7% 9.2%なると予測されています。主要情報4.5%収益成長率9.18%EPS成長率Banks 収益成長6.8%収益成長率6.3%将来の株主資本利益率13.66%アナリストカバレッジGood最終更新日29 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 25Wells Fargo & Company Provides Dividend Guidance for the Third Quarter of 2026Wells Fargo & Company announced that it expects to increase its third quarter 2026 common stock dividend by 11% to $0.50 per share from $0.45 per share, subject to approval by the Company’s Board of Directors at its regularly scheduled meeting in July 2026.Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Independent Director Richard Davis was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29Wells Fargo & Company announces Quarterly dividend, payable on June 01, 2026Wells Fargo & Company announced Quarterly dividend of USD 0.4500 per share payable on June 01, 2026, ex-date on May 08, 2026 and record date on May 08, 2026.お知らせ • Apr 16Wells Fargo & Company Reports Net Charge-Offs for the First Quarter Ended March 31, 2026Wells Fargo & Company reported net charge-offs for the first quarter ended March 31, 2026. For the quarter, the company reported net charge offs of $1,106 million compared to $1,009 million in the same period last year.お知らせ • Mar 19Wells Fargo & Company, Annual General Meeting, Apr 28, 2026Wells Fargo & Company, Annual General Meeting, Apr 28, 2026.お知らせ • Mar 06+ 3 more updatesWells Fargo & Company to Report Q4, 2027 Results on Jan 14, 2028Wells Fargo & Company announced that they will report Q4, 2027 results at 7:00 AM, US Eastern Standard Time on Jan 14, 2028Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$6.34 (vs US$5.43 in FY 2024)Full year 2025 results: EPS: US$6.34 (up from US$5.43 in FY 2024). Revenue: US$80.0b (up 2.7% from FY 2024). Net income: US$20.3b (up 9.0% from FY 2024). Profit margin: 25% (up from 24% in FY 2024). Net interest margin (NIM): 2.64% (down from 2.73% in FY 2024). Cost-to-income ratio: 66.0% (no change from 66.0% in FY 2024). Non-performing loans: 0.83% (down from 0.85% in FY 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.お知らせ • Feb 24Wells Fargo & Company Appoints Dennis Devine as Head of Business Banking, Effective February 23, 2026Wells Fargo & Company announced that Dennis Devine has been named the company’s new head of Business Banking, effective February 23, 2026. In this role, Devine will lead the Business Banking team, which serves the financial needs of business owners with annual sales of up to $25 million. Dennis Devine brings to Wells Fargo more than 20 years of financial services experience and a deep understanding of how to meet the needs of Business Banking customers. During his career, Devine has served in primarily consumer and business banking-focused leadership roles. Most recently, he was president and CEO of Alliant Credit Union. Earlier, Devine led consumer and business banking at KeyBank, where he was responsible for retail, business banking, wealth management, home lending, and auto finance. Devine also has served in banking leadership roles at Citizens Financial Group, PNC, and National City.Recent Insider Transactions • Feb 21Insider recently sold €1.9m worth of stockOn the 20th of February, Kleber Santos sold around 25k shares on-market at roughly €74.46 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Declared Dividend • Feb 01Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 5th February 2026 Payment date: 1st March 2026 Dividend yield will be 1.6%, which is lower than the industry average of 5.8%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (29% forecast payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 28Wells Fargo & Company Declares Quarterly Common Stock Dividend, Payable on March 1, 2026Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable March 1, 2026, to stockholders of record on Feb. 6, 2026.お知らせ • Jan 26Wells Fargo & Company Appoints Faraz Shafiq as Head of AI Products and Solutions, Effective February 9, 2026Wells Fargo & Company announced the appointment of Faraz Shafiq as Head of AI Products and Solutions, effective February 9, 2026. This move demonstrates the bank’s commitment to leveraging artificial intelligence (AI) to shape the future of financial services and transform how it works to deliver for employees, customers, and communities. Shafiq will report to Saul Van Beurden, Head of AI and Co-CEO of Consumer Banking and Lending, and work out of San Francisco. With more than 15 years of experience in technology leadership and product innovation across notable companies like Amazon Web Services, Verizon, AT&T, and Google, Shafiq will oversee the vision, roadmap, and development for enterprise-wide, AI-powered products.Reported Earnings • Jan 14Full year 2025 earnings released: EPS: US$6.34 (vs US$5.43 in FY 2024)Full year 2025 results: EPS: US$6.34 (up from US$5.43 in FY 2024). Revenue: US$80.0b (up 2.7% from FY 2024). Net income: US$20.3b (up 9.0% from FY 2024). Profit margin: 25% (up from 24% in FY 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Dec 18Now 20% undervaluedOver the last 90 days, the stock has risen 10% to €78.93. The fair value is estimated to be €98.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.お知らせ • Dec 05A $33 Million Global Settlement Has Been Reached in A Pair of Consolidated Lawsuits Against Wells Fargo & Company and Wells Fargo Bank, N.AWells Fargo & Company announced a $33 million global settlement has been reached in a pair of consolidated lawsuits against Wells Fargo & Company and Wells Fargo Bank, N.A. (together, "Defendants"), including a class action filed on behalf of consumers by various individuals and another lawsuit filed by a court-appointed receiver. These lawsuits allege that Defendants assisted the "Apex Entities," "Triangle Entities," and "Tarr Entities" (which misled consumers into monthly subscriptions and products), by opening bank accounts for dozens of companies and transferring millions of dollars into their third-party bank accounts. Defendants deny all of the claims in the lawsuits and deny any wrongdoing or liability. Plaintiffs and Defendants do not agree about the claims or allegations made in this lawsuit. The lawsuit has not gone to trial, and the Court has not decided whether Plaintiffs' claims have merit, and has not decided whether Plaintiffs or Defendants are right, or what, if any damages might be awarded if Plaintiffs are right. Plaintiffs and Defendants have agreed to a settlement, subject to the Court's approval, to avoid the uncertainty, burden, and expense of further protracted litigation. The Court has appointed lawyers from Glancy Prongay & Murray LLP to serve as Class Counsel. They will request to be paid legal fees and expenses in pursuing these lawsuits. The Court will hold a Final Approval Hearing on March 26, 2026, at Carter-Keep Courthouse, 333 W. Broadway, Courtroom 14A, San Diego, CA 92101. At that hearing, the Court will hear any objections concerning the fairness of the Settlement and decide whether to approve Class Counsel's requested attorneys' fees and expenses, and the requested service awards to the Class Representatives. The date of the hearing may change without further notice.お知らせ • Nov 22Wells Fargo & Company Announces Management ChangesWells Fargo & Company has named Tim Froehlich as head of Investment Products within its Wealth & Investment Management (WIM) business, effective January 1, 2026. Froehlich will succeed Patty Loepker who, after more than 40 years of service, will retire on March 1, 2026. Froehlich will lead strategy and development of WIM's investment offerings including advisory, packaged products, alternative investments, insurance, and annuities. In the role, he will manage the product platform, ensuring innovation that aligns with client needs, regulatory requirements, and market trends. He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience. Froehlich will report to Darrell Cronk, WIM chief investment officer. Froehlich most recently led Insurance, Annuities, and Market-Linked Investments within WIM and previously co-led the Alternative Investments Group. He joined the company in 2002 after five years with ING Broker/Dealer Network. A CFA charterholder, he earned a Bachelor of Science in Business Administration from the University of Richmond. Froehlich and Loepker will overlap in the role for two months.お知らせ • Nov 21Wells Fargo & Company Announces Executive ExchangesWells Fargo & Company announced that Saul Van Beurden, currently CEO of Consumer and Small Business Banking, will lead Artificial Intelligence for the company. In addition, Kleber Santos, currently CEO of Consumer Lending, will take on expanded responsibilities and serve as co-CEO of Consumer Banking and Lending with Mr. Van Beurden. Mr. Santos and Mr. Van Beurden have been working closely for some time to deliver a seamless experience for consumers; therefore, naming them co-CEOs and combining the businesses formally is a natural out-growth of how they work today. The partnership will also allow Mr. Van Beurden to spend a meaningful portion of his time driving AI across the company.Declared Dividend • Nov 03Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 6th November 2025 Payment date: 1st December 2025 Dividend yield will be 1.6%, which is lower than the industry average of 5.8%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (28% forecast payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: US$1.68 (vs US$1.43 in 3Q 2024)Third quarter 2025 results: EPS: US$1.68 (up from US$1.43 in 3Q 2024). Revenue: US$20.8b (up 7.5% from 3Q 2024). Net income: US$5.34b (up 10% from 3Q 2024). Profit margin: 26% (in line with 3Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.Buy Or Sell Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €74.96. The fair value is estimated to be €93.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.お知らせ • Oct 29Wells Fargo & Company Approves Quarterly Common Stock Dividend, Payable on December 1, 2025Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable December 1, 2025, to stockholders of record on November 7, 2025.お知らせ • Oct 17Scott+Scott Files Lawsuit Against Jpmorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, Pnc, and TruistScott+Scott Attorneys at Law LLP filed a class action lawsuit on behalf of two California and Colorado residents against some of the nation’s leading banks, including JPMorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, PNC, and Truist. The lawsuit of nationwide significance was filed in the United States District Court for the District of Connecticut and alleges that the largest U.S. banks conspired to fix, raise, and stabilize the rate charged to their most creditworthy customers for short-term loans, commonly referred to as “prime rates.” These prime rates, which control the interest rates on millions of consumer and small-business loans, are collected and regularly published by The Wall Street Journal as the Wall Street Journal Prime Rate (“WSJ Prime Rate”). The WSJ Prime Rate, in turn, governs the interest rates most Americans pay on their credit cards and home equity loans. The litigation alleges that by coordinating their interest rates for prime customers, defendant banks not only charged their prime loan customers supracompetitive rates, but also artificially inflated interest rates for millionsof loans explicitly tied to the WSJ Prime Rate, reaping billions in profits. The antitrust class action lawsuit alleges conspiracy and rate fixing related to a variety of financial products, including HELOC (Home Equity Lines of Credit) and Consumer Credit Cards. The case is: Normandin et al. v. JP Morgan Chase Bank, N. A et al. No. 3:25-cv-01749, (D. CT).お知らせ • Oct 15+ 1 more updateWells Fargo & Company Announces Net Loan Charge-Offs for the Third Quarter Ended September 30, 2025Wells Fargo & Company announced net loan charge-offs for the third quarter ended September 30, 2025. For the quarter, the company reported total net loan charge-offs of $942 million, down $169 million from $1,111 million in the same period last year.お知らせ • Oct 14Wells Fargo & Company Announces Board Appointments, Effective October 14, 2025Wells Fargo & Company announced that Effective October 14, 2025, the Wells Fargo Board of Directors appointed Charlie Scharf as Chairman of the Board. Additionally, Steven Black was named as the Lead Independent Director.お知らせ • Aug 12Kessler Topaz Meltzer & Check, LLP Announces Pendency of Class Action Involving Purchasers of Wells Fargo & Company Common StockPursuant to Federal Rule of Civil Procedure 23 and by Order of the United States District Court for the Northern District of California, that the above- captioned action ("Action") against Wells Fargo & Company and its executive officers Charles W. Scharf, Kleber R. Santos, and Carly Sanchez (together with Wells Fargo, "Defendants"), has been certified as a class action on behalf of the following Class: All persons and entities who purchased or otherwise acquired Wells Fargo common stock between February 24, 2021 and June 9, 2022, inclusive, and were damaged thereby. The Court has appointed SEB Investment Management AB and West Palm Beach Firefighters' Pension Fund as Class Representatives and Kessler Topaz Meltzer & Check, LLP as Class Counsel. The Action has not been adjudicated or settled. This notice is not an admission by Defendants or an expression of any opinion by the Court as to the merits of the Action, or a finding by the Court that the claims asserted by Class Representatives in the Action are valid. This notice is not a settlement notice and is intended only to inform members of the Class that the Action is currently in progress.お知らせ • Aug 01Wells Fargo & Company Announces Board of chairman ChangesWells Fargo & Company announced that the Board of Directors of Wells Fargo intends to appoint Charlie Scharf, Chief Executive Officer, Wells Fargo, as Chairman of the Board. When Mr. Scharf becomes Chairman, the Board intends to appoint a Lead Independent Director to support the Board’s continued independent oversight. Steven Black, current Chairman of the Board.お知らせ • Jul 29Wells Fargo & Company Declares Common Stock Dividend, Payable on September 1, 2025Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable September 1, 2025, to stockholders of record on August 8, 2025. The third quarter dividend represents an increase of $0.05 per share, or 12.5%, from the prior quarter.お知らせ • Jul 11Wells Fargo & Company Appints Tim Ruby as Head of Healthcare, Higher Education and Not-For-Profit Banking NationwideWells Fargo Company has said that Tim Ruby has been appointed as division executive for the Healthcare, Higher Education, and Not-for-Profit division (HHN). his role based in Chicago, Ruby will manage relationships with HHN clients nationwide in the nonprofit hospitals, nonprofit insurers, public and private higher education institutions, and a wide range of nonprofit organisations. He will report to Phil Smith, vice chair of Specialised Industries, a business line within Commercial Banking. Ruby replaces Bill Morgan, who retired after a 40-year career in financial services. HHN is part of Wells Fargo Commercial Banking's Specialised Industries group, led by Mary Katherine DuBose. In addition to HHN, DuBose oversees the bank's specialised teams covering clients in the Beverage, Commercial Auto, Commodity, Financial Sponsors, Food Agribusiness, Franchise, Gaming, Government, Healthcare, Sports, and Technology sectors. Ruby was most recently with Bank of America, where he served as market executive for its Midwest Healthcare, Education, and Non-Profit division. In this role, he led a team of relationship managers across 10 states, supporting health systems, senior living communities, higher education institutions, and nonprofit clients. Prior to joining Bank of America, he spent three decades at J.P. Morgan Chase and its predecessors in leadership roles within Commercial Banking, including over 20 years in the healthcare, higher education, and nonprofit sector.お知らせ • Jul 02Wells Fargo & Company Provides Dividend Guidance for the Third Quarter 2025 on Common Stock DividendWells Fargo & Company announced that it expects to increase its third quarter 2025 common stock dividend by 12.5% to $0.45 per share from $0.40 per share, subject to approval by the Company’s Board of Directors at its regularly scheduled meeting in July.お知らせ • May 31GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion.GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion on May 29, 2025. The sale includes Wells Fargo's entire portfolio of rail operating lease assets. Wells Fargo Securities, LLC, BofA Securities, MUFG Bank Ltd., and Sumitomo Mitsui Banking Corporation (SMBC) are providing the joint venture with a fully underwritten $3.2 billion 5-year unsecured term loan and a $250 million unsecured revolving credit facility. The transaction is subject to customary closing conditions, including required regulatory approvals and clearances, and it is expected to close in the first quarter of 2026 or sooner. Wells Fargo Securities, LLC served as exclusive financial advisor, and Simpson Thacher & Bartlett, LLP served as legal counsel to Wells Fargo in connection with the transaction. BofA Securities acted as the sole financial advisor to GATX and Brookfield Infrastructure. Mayer Brown is serving as legal counsel to GATX. Otness, Eric C, Perez, Ralph E, Brill, Jeffrey A, Reed, Michael, Romero, Jeff A, Wagener, David M, Schwartz, Kenneth B, Moniri, Aryan, Kumayama, Ken D of Skadden, Arps, Slate, Meagher & Flom LLP is serving as legal counsel to Brookfield Infrastructure.お知らせ • May 05+ 3 more updatesWells Fargo & Company to Report Q2, 2026 Results on Jul 14, 2026Wells Fargo & Company announced that they will report Q2, 2026 results at 7:00 AM, Eastern Standard Time on Jul 14, 2026お知らせ • Apr 29+ 1 more updateWells Fargo & Company (NYSE:WFC) announces an Equity Buyback for $40,000 million worth of its shares.Wells Fargo & Company (NYSE:WFC) announces a share repurchase program. Under the program, the company will repurchase up to $40,000 million worth of its shares.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €55.31, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Banks industry in Italy. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.お知らせ • Mar 21Wells Fargo & Company, Annual General Meeting, Apr 29, 2025Wells Fargo & Company, Annual General Meeting, Apr 29, 2025.お知らせ • Mar 27+ 1 more updateWells Fargo & Company to Report Q3, 2025 Results on Oct 15, 2025Wells Fargo & Company announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Oct 15, 2025業績と収益の成長予測BIT:1WFC - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202896,07923,901N/AN/A212/31/202791,88322,873N/AN/A1012/31/202687,79421,485N/AN/A93/31/202681,13520,6691,1791,179N/A12/31/202580,04120,285-19,001-19,001N/A9/30/202579,07219,972-14,218-14,218N/A6/30/202577,61819,483-9,143-9,143N/A3/31/202577,25418,9094,1234,123N/A12/31/202477,96218,6063,0353,035N/A9/30/202477,87516,96512,33312,333N/A6/30/202478,23417,56323,63223,632N/A3/31/202477,60117,58220,82720,827N/A12/31/202377,19817,98240,35840,358N/A9/30/202377,07917,69929,40129,401N/A6/30/202376,20115,56225,91225,912N/A3/31/202373,84113,76634,25534,255N/A12/31/202272,83412,56227,04827,048N/A9/30/202274,98315,15524,62024,620N/A6/30/202276,43416,6297,7947,794N/A3/31/202281,54119,509-7,856-7,856N/A12/31/202183,32120,818-11,525-11,525N/A9/30/202180,11917,527-39,107-39,107N/A6/30/202178,44015,641-42,873-42,873N/A3/31/202165,6555,738-18,692-18,692N/A12/31/202060,1721,7862,0512,051N/A9/30/202060,8021,59137,23937,239N/A6/30/202063,5632,72732,84032,840N/A3/31/202075,86212,73516,05216,052N/A12/31/201984,22718,105N/A6,730N/A9/30/201983,65121,103N/A9,341N/A6/30/201983,69722,519N/A28,974N/A3/31/201983,71721,463N/A28,794N/A12/31/201884,69620,689N/A36,073N/A9/30/201885,73220,718N/A21,314N/A6/30/201885,50319,396N/A24,188N/A3/31/201886,08220,054N/A20,711N/A12/31/201785,98920,554N/A18,619N/A9/30/201785,28319,686N/A23,108N/A6/30/201785,67420,798N/A11,179N/A3/31/201785,08220,521N/A8,170N/A12/31/201684,54120,373N/A1,008N/A9/30/201684,55020,704N/A-8,847N/A6/30/201684,19920,904N/A12,487N/A3/31/201684,12921,094N/A18,171N/A12/31/201583,69021,470N/A15,904N/A9/30/201583,84621,649N/A22,666N/A6/30/201583,51921,614N/A18,791N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1WFCの予測収益成長率 (年間4.5% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1WFCの収益 ( 4.5% ) Italian市場 ( 11% ) よりも低い成長が予測されています。高成長収益: 1WFCの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1WFCの収益 ( 6.3% ) Italian市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 1WFCの収益 ( 6.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1WFCの 自己資本利益率 は、3年後には低くなると予測されています ( 13.7 %)。成長企業の発掘7D1Y7D1Y7D1YBanks 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/29 06:08終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Wells Fargo & Company 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47 アナリスト機関Stephen BiggarArgus Research CompanyDavid GeorgeBairdJason GoldbergBarclays44 その他のアナリストを表示
お知らせ • Jun 25Wells Fargo & Company Provides Dividend Guidance for the Third Quarter of 2026Wells Fargo & Company announced that it expects to increase its third quarter 2026 common stock dividend by 11% to $0.50 per share from $0.45 per share, subject to approval by the Company’s Board of Directors at its regularly scheduled meeting in July 2026.
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Independent Director Richard Davis was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29Wells Fargo & Company announces Quarterly dividend, payable on June 01, 2026Wells Fargo & Company announced Quarterly dividend of USD 0.4500 per share payable on June 01, 2026, ex-date on May 08, 2026 and record date on May 08, 2026.
お知らせ • Apr 16Wells Fargo & Company Reports Net Charge-Offs for the First Quarter Ended March 31, 2026Wells Fargo & Company reported net charge-offs for the first quarter ended March 31, 2026. For the quarter, the company reported net charge offs of $1,106 million compared to $1,009 million in the same period last year.
お知らせ • Mar 19Wells Fargo & Company, Annual General Meeting, Apr 28, 2026Wells Fargo & Company, Annual General Meeting, Apr 28, 2026.
お知らせ • Mar 06+ 3 more updatesWells Fargo & Company to Report Q4, 2027 Results on Jan 14, 2028Wells Fargo & Company announced that they will report Q4, 2027 results at 7:00 AM, US Eastern Standard Time on Jan 14, 2028
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$6.34 (vs US$5.43 in FY 2024)Full year 2025 results: EPS: US$6.34 (up from US$5.43 in FY 2024). Revenue: US$80.0b (up 2.7% from FY 2024). Net income: US$20.3b (up 9.0% from FY 2024). Profit margin: 25% (up from 24% in FY 2024). Net interest margin (NIM): 2.64% (down from 2.73% in FY 2024). Cost-to-income ratio: 66.0% (no change from 66.0% in FY 2024). Non-performing loans: 0.83% (down from 0.85% in FY 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Feb 24Wells Fargo & Company Appoints Dennis Devine as Head of Business Banking, Effective February 23, 2026Wells Fargo & Company announced that Dennis Devine has been named the company’s new head of Business Banking, effective February 23, 2026. In this role, Devine will lead the Business Banking team, which serves the financial needs of business owners with annual sales of up to $25 million. Dennis Devine brings to Wells Fargo more than 20 years of financial services experience and a deep understanding of how to meet the needs of Business Banking customers. During his career, Devine has served in primarily consumer and business banking-focused leadership roles. Most recently, he was president and CEO of Alliant Credit Union. Earlier, Devine led consumer and business banking at KeyBank, where he was responsible for retail, business banking, wealth management, home lending, and auto finance. Devine also has served in banking leadership roles at Citizens Financial Group, PNC, and National City.
Recent Insider Transactions • Feb 21Insider recently sold €1.9m worth of stockOn the 20th of February, Kleber Santos sold around 25k shares on-market at roughly €74.46 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Declared Dividend • Feb 01Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 5th February 2026 Payment date: 1st March 2026 Dividend yield will be 1.6%, which is lower than the industry average of 5.8%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (29% forecast payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 28Wells Fargo & Company Declares Quarterly Common Stock Dividend, Payable on March 1, 2026Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable March 1, 2026, to stockholders of record on Feb. 6, 2026.
お知らせ • Jan 26Wells Fargo & Company Appoints Faraz Shafiq as Head of AI Products and Solutions, Effective February 9, 2026Wells Fargo & Company announced the appointment of Faraz Shafiq as Head of AI Products and Solutions, effective February 9, 2026. This move demonstrates the bank’s commitment to leveraging artificial intelligence (AI) to shape the future of financial services and transform how it works to deliver for employees, customers, and communities. Shafiq will report to Saul Van Beurden, Head of AI and Co-CEO of Consumer Banking and Lending, and work out of San Francisco. With more than 15 years of experience in technology leadership and product innovation across notable companies like Amazon Web Services, Verizon, AT&T, and Google, Shafiq will oversee the vision, roadmap, and development for enterprise-wide, AI-powered products.
Reported Earnings • Jan 14Full year 2025 earnings released: EPS: US$6.34 (vs US$5.43 in FY 2024)Full year 2025 results: EPS: US$6.34 (up from US$5.43 in FY 2024). Revenue: US$80.0b (up 2.7% from FY 2024). Net income: US$20.3b (up 9.0% from FY 2024). Profit margin: 25% (up from 24% in FY 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Dec 18Now 20% undervaluedOver the last 90 days, the stock has risen 10% to €78.93. The fair value is estimated to be €98.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
お知らせ • Dec 05A $33 Million Global Settlement Has Been Reached in A Pair of Consolidated Lawsuits Against Wells Fargo & Company and Wells Fargo Bank, N.AWells Fargo & Company announced a $33 million global settlement has been reached in a pair of consolidated lawsuits against Wells Fargo & Company and Wells Fargo Bank, N.A. (together, "Defendants"), including a class action filed on behalf of consumers by various individuals and another lawsuit filed by a court-appointed receiver. These lawsuits allege that Defendants assisted the "Apex Entities," "Triangle Entities," and "Tarr Entities" (which misled consumers into monthly subscriptions and products), by opening bank accounts for dozens of companies and transferring millions of dollars into their third-party bank accounts. Defendants deny all of the claims in the lawsuits and deny any wrongdoing or liability. Plaintiffs and Defendants do not agree about the claims or allegations made in this lawsuit. The lawsuit has not gone to trial, and the Court has not decided whether Plaintiffs' claims have merit, and has not decided whether Plaintiffs or Defendants are right, or what, if any damages might be awarded if Plaintiffs are right. Plaintiffs and Defendants have agreed to a settlement, subject to the Court's approval, to avoid the uncertainty, burden, and expense of further protracted litigation. The Court has appointed lawyers from Glancy Prongay & Murray LLP to serve as Class Counsel. They will request to be paid legal fees and expenses in pursuing these lawsuits. The Court will hold a Final Approval Hearing on March 26, 2026, at Carter-Keep Courthouse, 333 W. Broadway, Courtroom 14A, San Diego, CA 92101. At that hearing, the Court will hear any objections concerning the fairness of the Settlement and decide whether to approve Class Counsel's requested attorneys' fees and expenses, and the requested service awards to the Class Representatives. The date of the hearing may change without further notice.
お知らせ • Nov 22Wells Fargo & Company Announces Management ChangesWells Fargo & Company has named Tim Froehlich as head of Investment Products within its Wealth & Investment Management (WIM) business, effective January 1, 2026. Froehlich will succeed Patty Loepker who, after more than 40 years of service, will retire on March 1, 2026. Froehlich will lead strategy and development of WIM's investment offerings including advisory, packaged products, alternative investments, insurance, and annuities. In the role, he will manage the product platform, ensuring innovation that aligns with client needs, regulatory requirements, and market trends. He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience. Froehlich will report to Darrell Cronk, WIM chief investment officer. Froehlich most recently led Insurance, Annuities, and Market-Linked Investments within WIM and previously co-led the Alternative Investments Group. He joined the company in 2002 after five years with ING Broker/Dealer Network. A CFA charterholder, he earned a Bachelor of Science in Business Administration from the University of Richmond. Froehlich and Loepker will overlap in the role for two months.
お知らせ • Nov 21Wells Fargo & Company Announces Executive ExchangesWells Fargo & Company announced that Saul Van Beurden, currently CEO of Consumer and Small Business Banking, will lead Artificial Intelligence for the company. In addition, Kleber Santos, currently CEO of Consumer Lending, will take on expanded responsibilities and serve as co-CEO of Consumer Banking and Lending with Mr. Van Beurden. Mr. Santos and Mr. Van Beurden have been working closely for some time to deliver a seamless experience for consumers; therefore, naming them co-CEOs and combining the businesses formally is a natural out-growth of how they work today. The partnership will also allow Mr. Van Beurden to spend a meaningful portion of his time driving AI across the company.
Declared Dividend • Nov 03Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 6th November 2025 Payment date: 1st December 2025 Dividend yield will be 1.6%, which is lower than the industry average of 5.8%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (28% forecast payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: US$1.68 (vs US$1.43 in 3Q 2024)Third quarter 2025 results: EPS: US$1.68 (up from US$1.43 in 3Q 2024). Revenue: US$20.8b (up 7.5% from 3Q 2024). Net income: US$5.34b (up 10% from 3Q 2024). Profit margin: 26% (in line with 3Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
Buy Or Sell Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €74.96. The fair value is estimated to be €93.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
お知らせ • Oct 29Wells Fargo & Company Approves Quarterly Common Stock Dividend, Payable on December 1, 2025Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable December 1, 2025, to stockholders of record on November 7, 2025.
お知らせ • Oct 17Scott+Scott Files Lawsuit Against Jpmorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, Pnc, and TruistScott+Scott Attorneys at Law LLP filed a class action lawsuit on behalf of two California and Colorado residents against some of the nation’s leading banks, including JPMorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, PNC, and Truist. The lawsuit of nationwide significance was filed in the United States District Court for the District of Connecticut and alleges that the largest U.S. banks conspired to fix, raise, and stabilize the rate charged to their most creditworthy customers for short-term loans, commonly referred to as “prime rates.” These prime rates, which control the interest rates on millions of consumer and small-business loans, are collected and regularly published by The Wall Street Journal as the Wall Street Journal Prime Rate (“WSJ Prime Rate”). The WSJ Prime Rate, in turn, governs the interest rates most Americans pay on their credit cards and home equity loans. The litigation alleges that by coordinating their interest rates for prime customers, defendant banks not only charged their prime loan customers supracompetitive rates, but also artificially inflated interest rates for millionsof loans explicitly tied to the WSJ Prime Rate, reaping billions in profits. The antitrust class action lawsuit alleges conspiracy and rate fixing related to a variety of financial products, including HELOC (Home Equity Lines of Credit) and Consumer Credit Cards. The case is: Normandin et al. v. JP Morgan Chase Bank, N. A et al. No. 3:25-cv-01749, (D. CT).
お知らせ • Oct 15+ 1 more updateWells Fargo & Company Announces Net Loan Charge-Offs for the Third Quarter Ended September 30, 2025Wells Fargo & Company announced net loan charge-offs for the third quarter ended September 30, 2025. For the quarter, the company reported total net loan charge-offs of $942 million, down $169 million from $1,111 million in the same period last year.
お知らせ • Oct 14Wells Fargo & Company Announces Board Appointments, Effective October 14, 2025Wells Fargo & Company announced that Effective October 14, 2025, the Wells Fargo Board of Directors appointed Charlie Scharf as Chairman of the Board. Additionally, Steven Black was named as the Lead Independent Director.
お知らせ • Aug 12Kessler Topaz Meltzer & Check, LLP Announces Pendency of Class Action Involving Purchasers of Wells Fargo & Company Common StockPursuant to Federal Rule of Civil Procedure 23 and by Order of the United States District Court for the Northern District of California, that the above- captioned action ("Action") against Wells Fargo & Company and its executive officers Charles W. Scharf, Kleber R. Santos, and Carly Sanchez (together with Wells Fargo, "Defendants"), has been certified as a class action on behalf of the following Class: All persons and entities who purchased or otherwise acquired Wells Fargo common stock between February 24, 2021 and June 9, 2022, inclusive, and were damaged thereby. The Court has appointed SEB Investment Management AB and West Palm Beach Firefighters' Pension Fund as Class Representatives and Kessler Topaz Meltzer & Check, LLP as Class Counsel. The Action has not been adjudicated or settled. This notice is not an admission by Defendants or an expression of any opinion by the Court as to the merits of the Action, or a finding by the Court that the claims asserted by Class Representatives in the Action are valid. This notice is not a settlement notice and is intended only to inform members of the Class that the Action is currently in progress.
お知らせ • Aug 01Wells Fargo & Company Announces Board of chairman ChangesWells Fargo & Company announced that the Board of Directors of Wells Fargo intends to appoint Charlie Scharf, Chief Executive Officer, Wells Fargo, as Chairman of the Board. When Mr. Scharf becomes Chairman, the Board intends to appoint a Lead Independent Director to support the Board’s continued independent oversight. Steven Black, current Chairman of the Board.
お知らせ • Jul 29Wells Fargo & Company Declares Common Stock Dividend, Payable on September 1, 2025Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable September 1, 2025, to stockholders of record on August 8, 2025. The third quarter dividend represents an increase of $0.05 per share, or 12.5%, from the prior quarter.
お知らせ • Jul 11Wells Fargo & Company Appints Tim Ruby as Head of Healthcare, Higher Education and Not-For-Profit Banking NationwideWells Fargo Company has said that Tim Ruby has been appointed as division executive for the Healthcare, Higher Education, and Not-for-Profit division (HHN). his role based in Chicago, Ruby will manage relationships with HHN clients nationwide in the nonprofit hospitals, nonprofit insurers, public and private higher education institutions, and a wide range of nonprofit organisations. He will report to Phil Smith, vice chair of Specialised Industries, a business line within Commercial Banking. Ruby replaces Bill Morgan, who retired after a 40-year career in financial services. HHN is part of Wells Fargo Commercial Banking's Specialised Industries group, led by Mary Katherine DuBose. In addition to HHN, DuBose oversees the bank's specialised teams covering clients in the Beverage, Commercial Auto, Commodity, Financial Sponsors, Food Agribusiness, Franchise, Gaming, Government, Healthcare, Sports, and Technology sectors. Ruby was most recently with Bank of America, where he served as market executive for its Midwest Healthcare, Education, and Non-Profit division. In this role, he led a team of relationship managers across 10 states, supporting health systems, senior living communities, higher education institutions, and nonprofit clients. Prior to joining Bank of America, he spent three decades at J.P. Morgan Chase and its predecessors in leadership roles within Commercial Banking, including over 20 years in the healthcare, higher education, and nonprofit sector.
お知らせ • Jul 02Wells Fargo & Company Provides Dividend Guidance for the Third Quarter 2025 on Common Stock DividendWells Fargo & Company announced that it expects to increase its third quarter 2025 common stock dividend by 12.5% to $0.45 per share from $0.40 per share, subject to approval by the Company’s Board of Directors at its regularly scheduled meeting in July.
お知らせ • May 31GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion.GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion on May 29, 2025. The sale includes Wells Fargo's entire portfolio of rail operating lease assets. Wells Fargo Securities, LLC, BofA Securities, MUFG Bank Ltd., and Sumitomo Mitsui Banking Corporation (SMBC) are providing the joint venture with a fully underwritten $3.2 billion 5-year unsecured term loan and a $250 million unsecured revolving credit facility. The transaction is subject to customary closing conditions, including required regulatory approvals and clearances, and it is expected to close in the first quarter of 2026 or sooner. Wells Fargo Securities, LLC served as exclusive financial advisor, and Simpson Thacher & Bartlett, LLP served as legal counsel to Wells Fargo in connection with the transaction. BofA Securities acted as the sole financial advisor to GATX and Brookfield Infrastructure. Mayer Brown is serving as legal counsel to GATX. Otness, Eric C, Perez, Ralph E, Brill, Jeffrey A, Reed, Michael, Romero, Jeff A, Wagener, David M, Schwartz, Kenneth B, Moniri, Aryan, Kumayama, Ken D of Skadden, Arps, Slate, Meagher & Flom LLP is serving as legal counsel to Brookfield Infrastructure.
お知らせ • May 05+ 3 more updatesWells Fargo & Company to Report Q2, 2026 Results on Jul 14, 2026Wells Fargo & Company announced that they will report Q2, 2026 results at 7:00 AM, Eastern Standard Time on Jul 14, 2026
お知らせ • Apr 29+ 1 more updateWells Fargo & Company (NYSE:WFC) announces an Equity Buyback for $40,000 million worth of its shares.Wells Fargo & Company (NYSE:WFC) announces a share repurchase program. Under the program, the company will repurchase up to $40,000 million worth of its shares.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €55.31, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Banks industry in Italy. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.
お知らせ • Mar 21Wells Fargo & Company, Annual General Meeting, Apr 29, 2025Wells Fargo & Company, Annual General Meeting, Apr 29, 2025.
お知らせ • Mar 27+ 1 more updateWells Fargo & Company to Report Q3, 2025 Results on Oct 15, 2025Wells Fargo & Company announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Oct 15, 2025