View ValuationWells Fargo 将来の成長Future 基準チェック /06Wells Fargo利益と収益がそれぞれ年間3.3%と6.4%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12.9% 7.8%なると予測されています。主要情報3.3%収益成長率7.85%EPS成長率Banks 収益成長6.8%収益成長率6.4%将来の株主資本利益率12.87%アナリストカバレッジGood最終更新日24 Jul 2026今後の成長に関する最新情報分析記事 • Jan 17Here's What Analysts Are Forecasting For Wells Fargo & Company (NYSE:WFC) After Its Annual ResultsWells Fargo & Company ( NYSE:WFC ) shareholders are probably feeling a little disappointed, since its shares fell 7.9...Price Target Changed • Jan 29Price target increased by 7.1% to US$82.76Up from US$77.30, the current price target is an average from 21 analysts. New target price is 6.3% above last closing price of US$77.88. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$5.43 last year.すべての更新を表示Recent updatesライブニュース • Jul 16Wells Fargo Unveils AI Teammate to Streamline Adviser Productivity and Client SupportWells Fargo has launched AI Teammate, an AI-powered chat tool for its financial advisers, support staff and client associates, designed to surface product, workflow and process information more quickly across the firm’s technology platform. The tool is intended to cut time spent searching internal systems and support the wealth and investment management division’s productivity and client service, as part of Wells Fargo’s broader effort to modernize its technology stack. Wells Fargo shares trade at $87.51, with the stock down 8.1% year to date, despite recent short-term gains. This AI rollout speaks to operational efficiency rather than direct revenue. The key question is whether it meaningfully reduces adviser friction and errors in ways that can sustain margins and client retention over time.Reported Earnings • Jul 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.02 (up from US$1.61 in 2Q 2025). Revenue: US$21.7b (up 9.5% from 2Q 2025). Net income: US$6.16b (up 18% from 2Q 2025). Profit margin: 28% (up from 26% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Jul 15What To Do After Wells Fargo Stock Slumped After Strong Second Quarter ReportSummary Wells Fargo & Company delivered strong Q2 results, with EPS of $2.00 and revenue up 8.6% Y/Y to $22.62 billion. WFC's growth was driven by net interest income, double-digit loan and deposit growth, and improved efficiency post-asset cap removal. Capital returns remain robust, with nearly $10 billion returned to shareholders and an 11% dividend hike to $0.50 expected in Q3. WFC rating issued, supported by profitability and growth, though peers like BAC and PNC offer stronger momentum or valuation. Read the full article on Seeking Alphaお知らせ • Jul 14Wells Fargo & Company Reports Net Charge Offs for the Second Quarter Ended June 30, 2026Wells Fargo & Company reported net charge offs for the second quarter ended June 30, 2026. For the period, the company reported net charge-offs of $883 million compared to $997 million a year ago. Net loan charge-offs of $876 million compared to $997 million a year ago.ライブニュース • Jul 13Wells Fargo Joins Major Banks to Launch Network for Tokenized Bank Deposits Next YearWells Fargo has joined a consortium of major lenders led by The Clearing House to build a shared network for tokenized bank deposits, with a launch targeted for next year to compete with the growing stablecoin market and potentially support stablecoin settlement. The project aims to create interoperable infrastructure for digital payment and settlement services inside the traditional banking system, which could affect how Wells Fargo handles deposits, payments and future digital-asset activity. Wells Fargo’s stock is trading at US$87.16, with the share price up 6.7% over the past 90 days. This move indicates that Wells Fargo is aligning with other large banks to keep more digital dollar activity within regulated channels, which could influence how its deposit base, payments business and technology spending develop if tokenized deposits see wider use.ナラティブ更新 • Jul 10WFC: Future Returns Will Reflect Post Cap Removal Lending And Capital StrengthThe analyst price target for Wells Fargo has moved higher to $98.34 from $96.11, with analysts pointing to progress on efficiency and risk controls, a focus on sustainable growth, and earnings estimate revisions across large U.S. banks as key supports for the refreshed view. Analyst Commentary Recent research on Wells Fargo highlights a mix of optimism around growth initiatives and risk controls, alongside caution on execution and current valuation.お知らせ • Jul 10Wells Fargo & Co Announces Appointment of Tom Nicholls as Head of Sports Investment BankingWells Fargo & Co had announced a new hire to run its Sports Investment Banking operations. The company had hired Tom Nicholls from PJT Partners Inc. for the position, and he would function as head of the unit. Nicholls had joined the San Francisco-based firm's corporate and investment bank as a managing director.ライブニュース • Jul 08Wells Fargo in Talks to Acquire Stake in Fiserv’s STAR Debit NetworkSeveral large US banks, including Wells Fargo, JPMorgan Chase, Bank of America and PNC, are in early talks to buy Fiserv’s STAR debit payments network, seeking control of an infrastructure asset that could let them sidestep federal interchange fee restrictions. Gaining ownership of STAR could reshape how Wells Fargo manages debit transactions and fees, especially after Capital One’s acquisition of Discover, which has already pushed banks to reconsider how much of the payments stack they control. Wells Fargo shares trade at US$87.18, with the stock down 8.4% year to date, while the stock has risen 5.5% over the past week. The key issue to watch is regulatory scrutiny, since any move that reduces fee caps or changes routing options could draw attention from policymakers and may alter the economics of Wells Fargo’s debit business over time.ライブニュース • Jul 02Wells Fargo Clears 2026 Fed Stress Test With Plans for 11% Dividend HikeWells Fargo cleared the Federal Reserve’s 2026 supervisory stress test with its stress capital buffer held at 2.5%, and, subject to board approval, plans to raise its Q3 2026 common stock dividend by 11% to $0.50 per share. The unchanged capital buffer suggests regulators did not require higher loss-absorption levels, which points to capital strength and allows Wells Fargo to prioritize cash returns to shareholders in line with other large US banks that also passed the tests. Wells Fargo shares trade at $85.94, with the stock up 11.4% over the past 30 days, giving the news about capital resilience and a higher dividend particular relevance for income-focused holders. Taken together, the steady stress capital buffer and planned dividend hike highlight that Wells Fargo currently has room to distribute more capital, although future payouts still depend on board decisions, regulatory views and how upcoming earnings actually land against expectations.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.ライブニュース • Jun 24Wells Fargo Clears Fed Stress Test and Targets 11% Dividend Increase for 2026Wells Fargo passed the Federal Reserve’s 2026 supervisory stress test, keeping its stress capital buffer at 2.5%, and plans to lift its common stock dividend by 11% to $0.50 per share in the third quarter of 2026, subject to Board approval. The unchanged capital requirement and stress test outcome leave Wells Fargo with room to return capital to shareholders through the higher dividend and ongoing common stock repurchases. Wells Fargo shares trade at $84.30, with the stock down 11.4% year to date, despite the bank’s plans for higher shareholder payouts. The combination of a steady capital buffer, a planned dividend increase, and continued buybacks highlights Wells Fargo’s current capital position, while the weaker year-to-date share performance makes the stock’s income profile a more prominent component of the overall return mix.分析記事 • Jun 22Wells Fargo (WFC) Stock Could Be 15% Undervalued After Fed Basel III ShiftFed capital shift puts Wells Fargo stock in focus The Federal Reserve’s plan to soften Basel III capital rules is putting Wells Fargo (WFC) back under the spotlight, as investors weigh how looser capital requirements might affect lending capacity and returns. See our latest analysis for Wells Fargo. At a share price of $82.20, Wells Fargo has seen short term momentum soften, with the 1 day share price return down 1.92% and the 7 day share price return down 1.83%. However, the 30 day share...ナラティブ更新 • Jun 19WFC: Future Returns Will Reflect Post Cap Removal Lending And Capital ReturnsAnalysts have adjusted their price targets on Wells Fargo, with several firms trimming estimates by between $3 and $16, while a few raised targets by about $3. This reflects mixed views on the stock driven by differing expectations for profitability and capital return.ライブニュース • Jun 10Wells Fargo Gains Growth Flexibility as Fed Lifts Restrictions and AI Caution RisesThe Federal Reserve has ended a decade-long enforcement action on Wells Fargo, including lifting a key asset cap imposed in 2025. This allows the bank to pursue growth in areas such as deposits, lending, investment banking, trading and wealth management. CEO Charlie Scharf has outlined growth ambitions for the markets and wealth businesses following first-quarter earnings that exceeded estimates, with total loans above US$1t and a management target of US$50b in net interest income by 2026 reaffirmed by CFO Mike Santomassimo. Separately, Wells Fargo analysts have called a recent AI-related tech selloff a “wake-up call,” suggesting the previous surge was a “sugar rush” and that future gains in AI stocks may come at a slower pace, while other large banks have issued more cautious signals on the sector. Taken together, the regulatory relief and earnings backdrop give Wells Fargo more room to pursue growth in core banking and fee-based businesses, while its research arm is signaling a more measured stance toward crowded AI trades. You may want to weigh the potential benefits of Wells Fargo’s new operating flexibility against sector-wide risks such as net interest margin pressure and volatility in high-growth themes like AI.ナラティブ更新 • Jun 05WFC: Future Returns Will Reflect Repo Role And Post Cap Removal ExecutionAnalysts have trimmed the Wells Fargo price target slightly, with the model update pointing to a modestly lower fair value of about $96. Recent research reflects mixed rating changes, a higher assumed discount rate, and a somewhat richer forward P/E.ナラティブ更新 • May 05WFC: Future Returns Will Reflect Repo Market Role And Earnings ExecutionAnalysts 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.Declared Dividend • Apr 30First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 8th May 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (27% 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 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ライブニュース • Apr 30Wells Fargo Stock Slides as Margin Squeeze Meets Hopes for Higher Fee IncomeWells Fargo shares have come under pressure, falling more than 3% and trading below key technical support levels, with the stock sitting near multi‑year lows and reflecting strong bearish momentum. Recent earnings showed a slight EPS beat but weaker-than-expected revenue and net interest income, alongside higher credit loss provisions and a lower CET1 capital ratio. Management is highlighting expected growth in fee-based businesses such as investment banking, markets, and wealth management for Q2 2026, supported by the removal of the asset cap and without planned additional expense growth. The tension between margin compression and fee income growth potential puts the focus on how quickly Wells Fargo can lean into businesses that are less sensitive to net interest margins. Investors may want to watch credit quality trends, capital ratios, and the pace at which the company converts its expanded balance sheet flexibility into higher-fee client activity.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.ナラティブ更新 • Apr 20WFC: Future Returns Will Reflect Repo Market Role And Capital Return StrengthAnalyst 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.Reported Earnings • Apr 15First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.62 (up from US$1.41 in 1Q 2025). Revenue: US$20.3b (up 5.7% from 1Q 2025). Net income: US$5.00b (up 8.3% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 15Wells 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.ナラティブ更新 • Apr 06WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return StrengthThe 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.ナラティブ更新 • Mar 22WFC: Future Returns Will Reflect ROTCE Expansion Despite Sector Multiple PressureThe 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.お知らせ • Mar 19Wells Fargo & Company, Annual General Meeting, Apr 28, 2026Wells Fargo & Company, Annual General Meeting, Apr 28, 2026.ナラティブ更新 • Mar 08WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return DurabilityAnalysts 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.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, 2028Recent Insider Transactions Derivative • Feb 27Senior EVP & General Counsel notifies of intention to sell stockEllen Patterson intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of February. If the sale is conducted around the recent share price of US$87.38, it would amount to US$5.2m. Since March 2025, Ellen's direct individual holding has increased from 199.97k shares to 230.79k. Company insiders have collectively sold US$78m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Banks industry in the US. 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.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 22Insider recently sold US$2.2m worth of stockOn the 20th of February, Kleber Santos sold around 25k shares on-market at roughly US$87.72 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.ナラティブ更新 • Feb 21WFC: Future Returns Will Reflect ROTCE Expansion And Higher Earnings QualityOur 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.Recent Insider Transactions Derivative • Feb 10Insider exercised options and sold US$7.1m worth of stockOn the 5th of February, Fernando Rivas exercised options to acquire 77k shares at no cost and sold these for an average price of US$93.14 per share. This trade did not impact their existing holding. Since March 2025, Fernando's direct individual holding has increased from 44.22k shares to 44.93k. Company insiders have collectively sold US$76m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Feb 07WFC: Future Returns Will Reflect ROTCE Expansion And Mixed 2026 Sector TailwindsAnalysts 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.Declared Dividend • Jan 30Fourth quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 6th February 2026 Payment date: 1st March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.2%. 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.ナラティブ更新 • Jan 22WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return CapacityAnalysts 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.分析記事 • Jan 17Here's What Analysts Are Forecasting For Wells Fargo & Company (NYSE:WFC) After Its Annual ResultsWells Fargo & Company ( NYSE:WFC ) shareholders are probably feeling a little disappointed, since its shares fell 7.9...Reported Earnings • Jan 14Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Banks industry in the US. 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 27% per year, which means it is tracking significantly ahead of earnings growth.ナラティブ更新 • Jan 08WFC: Future Returns Will Reflect Fee Strength And Execution On ROTCE TargetsAnalysts 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.ナラティブ更新 • Dec 15WFC: Future Returns Will Reflect Fee Strength Amid Ongoing Execution RisksWe 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.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.ナラティブ更新 • Dec 01WFC: Future Results Will Balance Improved Margins With Easing Regulatory PressuresAnalysts 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.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.ナラティブ更新 • Nov 17WFC: Future Earnings Will Reflect Improved Profitability And Recent Regulatory DevelopmentsAnalysts 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.ナラティブ更新 • Nov 01WFC: Fee Revenue Strength And Profitability Targets Will Balance Regulatory HeadwindsWells 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.Declared Dividend • Oct 31Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 7th November 2025 Payment date: 1st December 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. 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.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.ナラティブ更新 • Oct 18Digital Banking And Wealth Management Will Expand Future ReachWells 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.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.Reported Earnings • Oct 14Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Banks industry in the US. 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.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.Buy Or Sell Opportunity • Oct 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to US$79.73. The fair value is estimated to be US$100, 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 15%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.ナラティブ更新 • Oct 04Digital Banking And Wealth Management Will Expand Future ReachWells 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.ナラティブ更新 • Sep 02Digital Banking And Wealth Management Will Expand Future ReachAnalysts 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.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.Declared Dividend • Aug 01Second quarter dividend increased to US$0.45Dividend of US$0.45 is 13% higher than last year. Ex-date: 8th August 2025 Payment date: 1st September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (30% 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 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Reported Earnings • Jul 16Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$1.61 (up from US$1.35 in 2Q 2024). Revenue: US$19.8b (up 1.9% from 2Q 2024). Net income: US$5.21b (up 12% from 2Q 2024). Profit margin: 26% (up from 24% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.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, 2026Declared Dividend • May 02First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 9th May 2025 Payment date: 1st June 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Reported Earnings • Apr 13First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$1.41 (up from US$1.21 in 1Q 2024). Revenue: US$19.2b (down 3.6% from 1Q 2024). Net income: US$4.62b (up 7.0% from 1Q 2024). Profit margin: 24% (up from 22% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.Seeking Alpha • Mar 31Wells 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 Alpha新しいナラティブ • Mar 27Increasing DividendsAnalysts 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-termお知らせ • Mar 21Wells Fargo & Company, Annual General Meeting, Apr 29, 2025Wells Fargo & Company, Annual General Meeting, Apr 29, 2025.Seeking Alpha • Mar 10Wells 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 AlphaRecent Insider Transactions Derivative • Mar 09President exercised options and sold US$12m worth of stockOn the 5th of March, Charles Scharf exercised options to acquire 170k shares at no cost and sold these for an average price of US$73.30 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Charles' direct individual holding has increased from 858.97k shares to 919.24k. Company insiders have collectively sold US$63m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.43 (up from US$4.88 in FY 2023). Revenue: US$78.0b (up 1.0% from FY 2023). Net income: US$18.6b (up 3.5% from FY 2023). Profit margin: 24% (in line with FY 2023). Net interest margin (NIM): 2.73% (down from 3.06% in FY 2023). Cost-to-income ratio: 66.0% (down from 67.0% in FY 2023). Non-performing loans: 0.85% (down from 0.88% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Feb 15Wells Fargo: Using A 5.8% Preferred Stock To Bet On Lower Interest RatesSummary 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 AlphaRecent Insider Transactions Derivative • Feb 09President exercised options and sold US$5.1m worth of stockOn the 5th of February, Charles Scharf exercised options to acquire 64k shares at no cost and sold these for an average price of US$79.47 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Charles' direct individual holding has increased from 800.18k shares to 858.97k. Company insiders have collectively sold US$80m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Jan 31Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 7th February 2025 Payment date: 1st March 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% 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 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 31Wells Fargo & Company Announces Change of Co-CEO of Corporate & Investment BankingWells Fargo & Company announced that Jon Weiss, Co-CEO of Corporate & Investment Banking (CIB), has informed the company of his intention to retire. Weiss, who has been with Wells Fargo for nearly 20 years, will step down as Co-CEO effective immediately and will formally retire on June 1, 2025. Fernando Rivas, who joined Wells Fargo in May 2024 as Co-CEO of CIB, will become CIB’s sole CEO. Weiss started his career with Wells Fargo in 2005 in Investment Banking. In 2008, he became Co-Head of the Investment Banking & Capital Markets division and in 2014 he became President and Head of Wells Fargo Securities. In 2017, he was named Head of Wealth & Investment Management, a position he held until February 2020 when he was named CEO of Corporate & Investment Banking.Price Target Changed • Jan 29Price target increased by 7.1% to US$82.76Up from US$77.30, the current price target is an average from 21 analysts. New target price is 6.3% above last closing price of US$77.88. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$5.43 last year.お知らせ • Jan 29Wells Fargo & Company Announces Common Stock Dividend, Payable on March 1, 2025Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.40 per share, payable March 1, 2025, to stockholders of record on Feb. 7, 2025.お知らせ • Jan 21Wells Fargo & Company Announces Executive ChangesWells Fargo & Company announced that Ed Olebe has been named the company’s new head of Cards and Merchant Services, effective immediately. Olebe joins Wells Fargo from JPMorgan Chase, where he served as president of Branded Cards. Olebe brings more than 25 years of financial services and credit card experience to Wells Fargo. Before his role as president of Branded Cards at JPMorgan Chase, he led Chase’s Co-Branded Cards, Ultimate Rewards and Loyalty Services, and Digital for Cards, Auto, and Home Lending. Prior to Chase, Olebe was co-founder and CEO of Grasp Mobile Commerce. Earlier in his career, he also worked at Mastercard, where he held leadership roles in digital payments and consumer credit, and with American Express, where he directed products and partnerships. Olebe succeeds Ray Fischer, who last year informed leadership of his decision to retire. Since joining Wells Fargo in 2019, Fischer has transformed the credit card business, driving the launch of the company’s new suite of credit card products that offer value and simplicity, as well as the Merchant Services business, ensuring Wells Fargo has the core capabilities to offer best-in-class card payment solutions to businesses of all sizes.Seeking Alpha • Jan 21Wells 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 AlphaReported Earnings • Jan 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.43 (up from US$4.88 in FY 2023). Revenue: US$78.0b (up 1.0% from FY 2023). Net income: US$18.6b (up 3.5% from FY 2023). Profit margin: 24% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Jan 08Wells Fargo: More Good Earnings To ComeSummary 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 24Wells Fargo: Not Much Value For Long-Term InvestorsSummary 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 20Wells Fargo Stock: Why It Could Continue Its Bull Run Once The Asset Cap Is LiftedSummary 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 AlphaDeclared Dividend • Oct 25Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 8th November 2024 Payment date: 1st December 2024 Dividend yield will be 2.3%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (30% payout ratio) and is expected to be well covered in 3 years' time (32% forecast payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 25Wells Fargo & Company Announces Common Stock Dividend, Payable on Dec. 1, 2024Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.40 per share, payable Dec. 1, 2024, to stockholders of record on Nov. 8, 2024.Recent Insider Transactions Derivative • Oct 24President exercised options and sold US$4.6m worth of stockOn the 21st of October, Charles Scharf exercised options to acquire 72k shares at no cost and sold these for an average price of US$64.02 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Charles has owned 800.18k shares directly. Company insiders have collectively sold US$68m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Oct 16Insider recently sold US$2.2m worth of stockOn the 14th of October, Saul Van Beurden sold around 35k shares on-market at roughly US$61.99 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months.業績と収益の成長予測NYSE:WFC - 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12/31/202897,10224,328N/AN/A212/31/202792,92623,156N/AN/A1112/31/202688,90222,278N/AN/A116/30/202683,02621,615N/AN/AN/A3/31/202681,13520,6691,1791,179N/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/A3/31/202075,86212,735N/A16,052N/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/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: WFCの予測収益成長率 (年間3.3% ) は 貯蓄率 ( 3.5% ) を下回っています。収益対市場: WFCの収益 ( 3.3% ) US市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: WFC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: WFCの収益 ( 6.4% ) US市場 ( 12.6% ) よりも低い成長が予測されています。高い収益成長: WFCの収益 ( 6.4% ) 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: WFC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 ( 12.9 %)。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2026/07/26 02:41終値2026/07/24 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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。48 アナリスト機関Stephen BiggarArgus Research CompanyDavid GeorgeBairdJason GoldbergBarclays45 その他のアナリストを表示
分析記事 • Jan 17Here's What Analysts Are Forecasting For Wells Fargo & Company (NYSE:WFC) After Its Annual ResultsWells Fargo & Company ( NYSE:WFC ) shareholders are probably feeling a little disappointed, since its shares fell 7.9...
Price Target Changed • Jan 29Price target increased by 7.1% to US$82.76Up from US$77.30, the current price target is an average from 21 analysts. New target price is 6.3% above last closing price of US$77.88. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$5.43 last year.
ライブニュース • Jul 16Wells Fargo Unveils AI Teammate to Streamline Adviser Productivity and Client SupportWells Fargo has launched AI Teammate, an AI-powered chat tool for its financial advisers, support staff and client associates, designed to surface product, workflow and process information more quickly across the firm’s technology platform. The tool is intended to cut time spent searching internal systems and support the wealth and investment management division’s productivity and client service, as part of Wells Fargo’s broader effort to modernize its technology stack. Wells Fargo shares trade at $87.51, with the stock down 8.1% year to date, despite recent short-term gains. This AI rollout speaks to operational efficiency rather than direct revenue. The key question is whether it meaningfully reduces adviser friction and errors in ways that can sustain margins and client retention over time.
Reported Earnings • Jul 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.02 (up from US$1.61 in 2Q 2025). Revenue: US$21.7b (up 9.5% from 2Q 2025). Net income: US$6.16b (up 18% from 2Q 2025). Profit margin: 28% (up from 26% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Jul 15What To Do After Wells Fargo Stock Slumped After Strong Second Quarter ReportSummary Wells Fargo & Company delivered strong Q2 results, with EPS of $2.00 and revenue up 8.6% Y/Y to $22.62 billion. WFC's growth was driven by net interest income, double-digit loan and deposit growth, and improved efficiency post-asset cap removal. Capital returns remain robust, with nearly $10 billion returned to shareholders and an 11% dividend hike to $0.50 expected in Q3. WFC rating issued, supported by profitability and growth, though peers like BAC and PNC offer stronger momentum or valuation. Read the full article on Seeking Alpha
お知らせ • Jul 14Wells Fargo & Company Reports Net Charge Offs for the Second Quarter Ended June 30, 2026Wells Fargo & Company reported net charge offs for the second quarter ended June 30, 2026. For the period, the company reported net charge-offs of $883 million compared to $997 million a year ago. Net loan charge-offs of $876 million compared to $997 million a year ago.
ライブニュース • Jul 13Wells Fargo Joins Major Banks to Launch Network for Tokenized Bank Deposits Next YearWells Fargo has joined a consortium of major lenders led by The Clearing House to build a shared network for tokenized bank deposits, with a launch targeted for next year to compete with the growing stablecoin market and potentially support stablecoin settlement. The project aims to create interoperable infrastructure for digital payment and settlement services inside the traditional banking system, which could affect how Wells Fargo handles deposits, payments and future digital-asset activity. Wells Fargo’s stock is trading at US$87.16, with the share price up 6.7% over the past 90 days. This move indicates that Wells Fargo is aligning with other large banks to keep more digital dollar activity within regulated channels, which could influence how its deposit base, payments business and technology spending develop if tokenized deposits see wider use.
ナラティブ更新 • Jul 10WFC: Future Returns Will Reflect Post Cap Removal Lending And Capital StrengthThe analyst price target for Wells Fargo has moved higher to $98.34 from $96.11, with analysts pointing to progress on efficiency and risk controls, a focus on sustainable growth, and earnings estimate revisions across large U.S. banks as key supports for the refreshed view. Analyst Commentary Recent research on Wells Fargo highlights a mix of optimism around growth initiatives and risk controls, alongside caution on execution and current valuation.
お知らせ • Jul 10Wells Fargo & Co Announces Appointment of Tom Nicholls as Head of Sports Investment BankingWells Fargo & Co had announced a new hire to run its Sports Investment Banking operations. The company had hired Tom Nicholls from PJT Partners Inc. for the position, and he would function as head of the unit. Nicholls had joined the San Francisco-based firm's corporate and investment bank as a managing director.
ライブニュース • Jul 08Wells Fargo in Talks to Acquire Stake in Fiserv’s STAR Debit NetworkSeveral large US banks, including Wells Fargo, JPMorgan Chase, Bank of America and PNC, are in early talks to buy Fiserv’s STAR debit payments network, seeking control of an infrastructure asset that could let them sidestep federal interchange fee restrictions. Gaining ownership of STAR could reshape how Wells Fargo manages debit transactions and fees, especially after Capital One’s acquisition of Discover, which has already pushed banks to reconsider how much of the payments stack they control. Wells Fargo shares trade at US$87.18, with the stock down 8.4% year to date, while the stock has risen 5.5% over the past week. The key issue to watch is regulatory scrutiny, since any move that reduces fee caps or changes routing options could draw attention from policymakers and may alter the economics of Wells Fargo’s debit business over time.
ライブニュース • Jul 02Wells Fargo Clears 2026 Fed Stress Test With Plans for 11% Dividend HikeWells Fargo cleared the Federal Reserve’s 2026 supervisory stress test with its stress capital buffer held at 2.5%, and, subject to board approval, plans to raise its Q3 2026 common stock dividend by 11% to $0.50 per share. The unchanged capital buffer suggests regulators did not require higher loss-absorption levels, which points to capital strength and allows Wells Fargo to prioritize cash returns to shareholders in line with other large US banks that also passed the tests. Wells Fargo shares trade at $85.94, with the stock up 11.4% over the past 30 days, giving the news about capital resilience and a higher dividend particular relevance for income-focused holders. Taken together, the steady stress capital buffer and planned dividend hike highlight that Wells Fargo currently has room to distribute more capital, although future payouts still depend on board decisions, regulatory views and how upcoming earnings actually land against expectations.
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.
ライブニュース • Jun 24Wells Fargo Clears Fed Stress Test and Targets 11% Dividend Increase for 2026Wells Fargo passed the Federal Reserve’s 2026 supervisory stress test, keeping its stress capital buffer at 2.5%, and plans to lift its common stock dividend by 11% to $0.50 per share in the third quarter of 2026, subject to Board approval. The unchanged capital requirement and stress test outcome leave Wells Fargo with room to return capital to shareholders through the higher dividend and ongoing common stock repurchases. Wells Fargo shares trade at $84.30, with the stock down 11.4% year to date, despite the bank’s plans for higher shareholder payouts. The combination of a steady capital buffer, a planned dividend increase, and continued buybacks highlights Wells Fargo’s current capital position, while the weaker year-to-date share performance makes the stock’s income profile a more prominent component of the overall return mix.
分析記事 • Jun 22Wells Fargo (WFC) Stock Could Be 15% Undervalued After Fed Basel III ShiftFed capital shift puts Wells Fargo stock in focus The Federal Reserve’s plan to soften Basel III capital rules is putting Wells Fargo (WFC) back under the spotlight, as investors weigh how looser capital requirements might affect lending capacity and returns. See our latest analysis for Wells Fargo. At a share price of $82.20, Wells Fargo has seen short term momentum soften, with the 1 day share price return down 1.92% and the 7 day share price return down 1.83%. However, the 30 day share...
ナラティブ更新 • Jun 19WFC: Future Returns Will Reflect Post Cap Removal Lending And Capital ReturnsAnalysts have adjusted their price targets on Wells Fargo, with several firms trimming estimates by between $3 and $16, while a few raised targets by about $3. This reflects mixed views on the stock driven by differing expectations for profitability and capital return.
ライブニュース • Jun 10Wells Fargo Gains Growth Flexibility as Fed Lifts Restrictions and AI Caution RisesThe Federal Reserve has ended a decade-long enforcement action on Wells Fargo, including lifting a key asset cap imposed in 2025. This allows the bank to pursue growth in areas such as deposits, lending, investment banking, trading and wealth management. CEO Charlie Scharf has outlined growth ambitions for the markets and wealth businesses following first-quarter earnings that exceeded estimates, with total loans above US$1t and a management target of US$50b in net interest income by 2026 reaffirmed by CFO Mike Santomassimo. Separately, Wells Fargo analysts have called a recent AI-related tech selloff a “wake-up call,” suggesting the previous surge was a “sugar rush” and that future gains in AI stocks may come at a slower pace, while other large banks have issued more cautious signals on the sector. Taken together, the regulatory relief and earnings backdrop give Wells Fargo more room to pursue growth in core banking and fee-based businesses, while its research arm is signaling a more measured stance toward crowded AI trades. You may want to weigh the potential benefits of Wells Fargo’s new operating flexibility against sector-wide risks such as net interest margin pressure and volatility in high-growth themes like AI.
ナラティブ更新 • Jun 05WFC: Future Returns Will Reflect Repo Role And Post Cap Removal ExecutionAnalysts have trimmed the Wells Fargo price target slightly, with the model update pointing to a modestly lower fair value of about $96. Recent research reflects mixed rating changes, a higher assumed discount rate, and a somewhat richer forward P/E.
ナラティブ更新 • May 05WFC: Future Returns Will Reflect Repo Market Role And Earnings ExecutionAnalysts 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.
Declared Dividend • Apr 30First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 8th May 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (27% 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 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ライブニュース • Apr 30Wells Fargo Stock Slides as Margin Squeeze Meets Hopes for Higher Fee IncomeWells Fargo shares have come under pressure, falling more than 3% and trading below key technical support levels, with the stock sitting near multi‑year lows and reflecting strong bearish momentum. Recent earnings showed a slight EPS beat but weaker-than-expected revenue and net interest income, alongside higher credit loss provisions and a lower CET1 capital ratio. Management is highlighting expected growth in fee-based businesses such as investment banking, markets, and wealth management for Q2 2026, supported by the removal of the asset cap and without planned additional expense growth. The tension between margin compression and fee income growth potential puts the focus on how quickly Wells Fargo can lean into businesses that are less sensitive to net interest margins. Investors may want to watch credit quality trends, capital ratios, and the pace at which the company converts its expanded balance sheet flexibility into higher-fee client activity.
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.
ナラティブ更新 • Apr 20WFC: Future Returns Will Reflect Repo Market Role And Capital Return StrengthAnalyst 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.
Reported Earnings • Apr 15First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.62 (up from US$1.41 in 1Q 2025). Revenue: US$20.3b (up 5.7% from 1Q 2025). Net income: US$5.00b (up 8.3% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 15Wells 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.
ナラティブ更新 • Apr 06WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return StrengthThe 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.
ナラティブ更新 • Mar 22WFC: Future Returns Will Reflect ROTCE Expansion Despite Sector Multiple PressureThe 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.
お知らせ • Mar 19Wells Fargo & Company, Annual General Meeting, Apr 28, 2026Wells Fargo & Company, Annual General Meeting, Apr 28, 2026.
ナラティブ更新 • Mar 08WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return DurabilityAnalysts 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.
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
Recent Insider Transactions Derivative • Feb 27Senior EVP & General Counsel notifies of intention to sell stockEllen Patterson intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of February. If the sale is conducted around the recent share price of US$87.38, it would amount to US$5.2m. Since March 2025, Ellen's direct individual holding has increased from 199.97k shares to 230.79k. Company insiders have collectively sold US$78m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Banks industry in the US. 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.
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 22Insider recently sold US$2.2m worth of stockOn the 20th of February, Kleber Santos sold around 25k shares on-market at roughly US$87.72 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.
ナラティブ更新 • Feb 21WFC: Future Returns Will Reflect ROTCE Expansion And Higher Earnings QualityOur 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.
Recent Insider Transactions Derivative • Feb 10Insider exercised options and sold US$7.1m worth of stockOn the 5th of February, Fernando Rivas exercised options to acquire 77k shares at no cost and sold these for an average price of US$93.14 per share. This trade did not impact their existing holding. Since March 2025, Fernando's direct individual holding has increased from 44.22k shares to 44.93k. Company insiders have collectively sold US$76m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Feb 07WFC: Future Returns Will Reflect ROTCE Expansion And Mixed 2026 Sector TailwindsAnalysts 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.
Declared Dividend • Jan 30Fourth quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 6th February 2026 Payment date: 1st March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.2%. 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.
ナラティブ更新 • Jan 22WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return CapacityAnalysts 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.
分析記事 • Jan 17Here's What Analysts Are Forecasting For Wells Fargo & Company (NYSE:WFC) After Its Annual ResultsWells Fargo & Company ( NYSE:WFC ) shareholders are probably feeling a little disappointed, since its shares fell 7.9...
Reported Earnings • Jan 14Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Banks industry in the US. 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 27% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブ更新 • Jan 08WFC: Future Returns Will Reflect Fee Strength And Execution On ROTCE TargetsAnalysts 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.
ナラティブ更新 • Dec 15WFC: Future Returns Will Reflect Fee Strength Amid Ongoing Execution RisksWe 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.
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.
ナラティブ更新 • Dec 01WFC: Future Results Will Balance Improved Margins With Easing Regulatory PressuresAnalysts 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.
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.
ナラティブ更新 • Nov 17WFC: Future Earnings Will Reflect Improved Profitability And Recent Regulatory DevelopmentsAnalysts 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.
ナラティブ更新 • Nov 01WFC: Fee Revenue Strength And Profitability Targets Will Balance Regulatory HeadwindsWells 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.
Declared Dividend • Oct 31Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 7th November 2025 Payment date: 1st December 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. 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.
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.
ナラティブ更新 • Oct 18Digital Banking And Wealth Management Will Expand Future ReachWells 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.
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.
Reported Earnings • Oct 14Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Banks industry in the US. 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.
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.
Buy Or Sell Opportunity • Oct 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to US$79.73. The fair value is estimated to be US$100, 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 15%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.
ナラティブ更新 • Oct 04Digital Banking And Wealth Management Will Expand Future ReachWells 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.
ナラティブ更新 • Sep 02Digital Banking And Wealth Management Will Expand Future ReachAnalysts 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.
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.
Declared Dividend • Aug 01Second quarter dividend increased to US$0.45Dividend of US$0.45 is 13% higher than last year. Ex-date: 8th August 2025 Payment date: 1st September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (30% 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 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Reported Earnings • Jul 16Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$1.61 (up from US$1.35 in 2Q 2024). Revenue: US$19.8b (up 1.9% from 2Q 2024). Net income: US$5.21b (up 12% from 2Q 2024). Profit margin: 26% (up from 24% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
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
Declared Dividend • May 02First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 9th May 2025 Payment date: 1st June 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Reported Earnings • Apr 13First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$1.41 (up from US$1.21 in 1Q 2024). Revenue: US$19.2b (down 3.6% from 1Q 2024). Net income: US$4.62b (up 7.0% from 1Q 2024). Profit margin: 24% (up from 22% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
Seeking Alpha • Mar 31Wells 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 Alpha
新しいナラティブ • Mar 27Increasing DividendsAnalysts 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-term
お知らせ • Mar 21Wells Fargo & Company, Annual General Meeting, Apr 29, 2025Wells Fargo & Company, Annual General Meeting, Apr 29, 2025.
Seeking Alpha • Mar 10Wells 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 Alpha
Recent Insider Transactions Derivative • Mar 09President exercised options and sold US$12m worth of stockOn the 5th of March, Charles Scharf exercised options to acquire 170k shares at no cost and sold these for an average price of US$73.30 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Charles' direct individual holding has increased from 858.97k shares to 919.24k. Company insiders have collectively sold US$63m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.43 (up from US$4.88 in FY 2023). Revenue: US$78.0b (up 1.0% from FY 2023). Net income: US$18.6b (up 3.5% from FY 2023). Profit margin: 24% (in line with FY 2023). Net interest margin (NIM): 2.73% (down from 3.06% in FY 2023). Cost-to-income ratio: 66.0% (down from 67.0% in FY 2023). Non-performing loans: 0.85% (down from 0.88% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Feb 15Wells Fargo: Using A 5.8% Preferred Stock To Bet On Lower Interest RatesSummary 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 Alpha
Recent Insider Transactions Derivative • Feb 09President exercised options and sold US$5.1m worth of stockOn the 5th of February, Charles Scharf exercised options to acquire 64k shares at no cost and sold these for an average price of US$79.47 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Charles' direct individual holding has increased from 800.18k shares to 858.97k. Company insiders have collectively sold US$80m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Jan 31Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 7th February 2025 Payment date: 1st March 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% 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 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 31Wells Fargo & Company Announces Change of Co-CEO of Corporate & Investment BankingWells Fargo & Company announced that Jon Weiss, Co-CEO of Corporate & Investment Banking (CIB), has informed the company of his intention to retire. Weiss, who has been with Wells Fargo for nearly 20 years, will step down as Co-CEO effective immediately and will formally retire on June 1, 2025. Fernando Rivas, who joined Wells Fargo in May 2024 as Co-CEO of CIB, will become CIB’s sole CEO. Weiss started his career with Wells Fargo in 2005 in Investment Banking. In 2008, he became Co-Head of the Investment Banking & Capital Markets division and in 2014 he became President and Head of Wells Fargo Securities. In 2017, he was named Head of Wealth & Investment Management, a position he held until February 2020 when he was named CEO of Corporate & Investment Banking.
Price Target Changed • Jan 29Price target increased by 7.1% to US$82.76Up from US$77.30, the current price target is an average from 21 analysts. New target price is 6.3% above last closing price of US$77.88. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$5.43 last year.
お知らせ • Jan 29Wells Fargo & Company Announces Common Stock Dividend, Payable on March 1, 2025Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.40 per share, payable March 1, 2025, to stockholders of record on Feb. 7, 2025.
お知らせ • Jan 21Wells Fargo & Company Announces Executive ChangesWells Fargo & Company announced that Ed Olebe has been named the company’s new head of Cards and Merchant Services, effective immediately. Olebe joins Wells Fargo from JPMorgan Chase, where he served as president of Branded Cards. Olebe brings more than 25 years of financial services and credit card experience to Wells Fargo. Before his role as president of Branded Cards at JPMorgan Chase, he led Chase’s Co-Branded Cards, Ultimate Rewards and Loyalty Services, and Digital for Cards, Auto, and Home Lending. Prior to Chase, Olebe was co-founder and CEO of Grasp Mobile Commerce. Earlier in his career, he also worked at Mastercard, where he held leadership roles in digital payments and consumer credit, and with American Express, where he directed products and partnerships. Olebe succeeds Ray Fischer, who last year informed leadership of his decision to retire. Since joining Wells Fargo in 2019, Fischer has transformed the credit card business, driving the launch of the company’s new suite of credit card products that offer value and simplicity, as well as the Merchant Services business, ensuring Wells Fargo has the core capabilities to offer best-in-class card payment solutions to businesses of all sizes.
Seeking Alpha • Jan 21Wells 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 Alpha
Reported Earnings • Jan 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.43 (up from US$4.88 in FY 2023). Revenue: US$78.0b (up 1.0% from FY 2023). Net income: US$18.6b (up 3.5% from FY 2023). Profit margin: 24% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Jan 08Wells Fargo: More Good Earnings To ComeSummary 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 Alpha
Seeking Alpha • Dec 24Wells Fargo: Not Much Value For Long-Term InvestorsSummary 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 Alpha
Seeking Alpha • Nov 20Wells Fargo Stock: Why It Could Continue Its Bull Run Once The Asset Cap Is LiftedSummary 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 Alpha
Declared Dividend • Oct 25Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 8th November 2024 Payment date: 1st December 2024 Dividend yield will be 2.3%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (30% payout ratio) and is expected to be well covered in 3 years' time (32% forecast payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 25Wells Fargo & Company Announces Common Stock Dividend, Payable on Dec. 1, 2024Wells Fargo & Company announced its board of directors approved a quarterly common stock dividend of $0.40 per share, payable Dec. 1, 2024, to stockholders of record on Nov. 8, 2024.
Recent Insider Transactions Derivative • Oct 24President exercised options and sold US$4.6m worth of stockOn the 21st of October, Charles Scharf exercised options to acquire 72k shares at no cost and sold these for an average price of US$64.02 per share. This trade did not impact their existing holding. For the year to December 2019, Charles' total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Charles has owned 800.18k shares directly. Company insiders have collectively sold US$68m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Oct 16Insider recently sold US$2.2m worth of stockOn the 14th of October, Saul Van Beurden sold around 35k shares on-market at roughly US$61.99 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months.
