Wells Fargo (WFC) 주식 개요
웰스파고 & 컴퍼니는 금융 서비스 회사로 미국과 전 세계에서 다양한 은행, 투자, 모기지, 소비자 및 상업 금융 상품과 서비스를 제공합니다. 자세히 보기
WFC Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$74.7
FV
2.3% 고평가 내재 할인율3.00%
Revenue growth p.a.
370
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Wells Fargo & Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$76.40 |
| 52주 최고가 | US$97.76 |
| 52주 최저가 | US$71.93 |
| 베타 | 0.96 |
| 1개월 변동 | -3.80% |
| 3개월 변동 | -10.28% |
| 1년 변동 | 4.90% |
| 3년 변동 | 85.30% |
| 5년 변동 | 63.53% |
| IPO 이후 변동 | 14,532.23% |
최근 뉴스 및 업데이트
Seeking Alpha • May 20
Wells Fargo Long Duration Preferred: Safe Yield, Discount To Par, And Interest Rate Optionality
Summary Wells Fargo preferred shares WFC.PR.A, WFC.PR.C, WFC.PR.D, and WFC.PR.Z saw significant price drawdowns over the last five years due to the Fed interest rate upcycle. These preferreds yield ~6.3%, trade below par, and offer interest rate optionality if rates decline, with strong coverage metrics and substantial balance sheet support. Lower coupon structures of these preferreds, while responsible for the recent drawdowns, simultaneously create stronger upside participation in a declining rate environment. WFC.PR.A, WFC.PR.C, WFC.PR.D, and WFC.PR.Z are rated a buy due to their strong qualified dividend yield for individual investors, discount to par, and interest rate optionality on the upside, in case of reversal of interest rate upcycle. A ~6% regular income stream, without any near-term call risk at present, is a noteworthy advantage for an income- or goal-based investor allocating without much regard to price fluctuations. Read the full article on Seeking Alpha
내러티브 업데이트 • May 05
WFC: Future Returns Will Reflect Repo Market Role And Earnings Execution
Analysts have trimmed their average price targets on Wells Fargo, and the updated $96.63 fair value reflects slightly higher discount rate assumptions and modestly adjusted revenue growth, profit margin, and future P/E inputs across recent research updates. Analyst Commentary Recent research on Wells Fargo has been active, with a mix of target cuts, rating changes, and a few upgrades feeding into the current fair value view.내러티브 업데이트 • Apr 20
WFC: Future Returns Will Reflect Repo Market Role And Capital Return Strength
Analyst models for Wells Fargo now point to a slightly lower implied price target of about $96, down from roughly $99. Analysts are factoring in sector wide valuation resets, modestly higher required returns and small tweaks to revenue growth, profit margins and future P/E assumptions.Recent updates
Seeking Alpha • May 20
Wells Fargo Long Duration Preferred: Safe Yield, Discount To Par, And Interest Rate Optionality
Summary Wells Fargo preferred shares WFC.PR.A, WFC.PR.C, WFC.PR.D, and WFC.PR.Z saw significant price drawdowns over the last five years due to the Fed interest rate upcycle. These preferreds yield ~6.3%, trade below par, and offer interest rate optionality if rates decline, with strong coverage metrics and substantial balance sheet support. Lower coupon structures of these preferreds, while responsible for the recent drawdowns, simultaneously create stronger upside participation in a declining rate environment. WFC.PR.A, WFC.PR.C, WFC.PR.D, and WFC.PR.Z are rated a buy due to their strong qualified dividend yield for individual investors, discount to par, and interest rate optionality on the upside, in case of reversal of interest rate upcycle. A ~6% regular income stream, without any near-term call risk at present, is a noteworthy advantage for an income- or goal-based investor allocating without much regard to price fluctuations. Read the full article on Seeking Alpha내러티브 업데이트 • May 05
WFC: Future Returns Will Reflect Repo Market Role And Earnings Execution
Analysts have trimmed their average price targets on Wells Fargo, and the updated $96.63 fair value reflects slightly higher discount rate assumptions and modestly adjusted revenue growth, profit margin, and future P/E inputs across recent research updates. Analyst Commentary Recent research on Wells Fargo has been active, with a mix of target cuts, rating changes, and a few upgrades feeding into the current fair value view.내러티브 업데이트 • Apr 20
WFC: Future Returns Will Reflect Repo Market Role And Capital Return Strength
Analyst models for Wells Fargo now point to a slightly lower implied price target of about $96, down from roughly $99. Analysts are factoring in sector wide valuation resets, modestly higher required returns and small tweaks to revenue growth, profit margins and future P/E assumptions.
새로운 내러티브 • Apr 13
Wells Fargo & Co. (WFC): The "Offense" Era and the Q1 2026 Asset Growth Test
Wells Fargo & Co. (WFC) entered the session on April 13, 2026 , trading at $85.45 USD on the NYSE, positioning itself as the most significant "transformation story" in the banking sector. The central narrative for 2026 is "Unfettered Growth" : For the first time in nearly eight years, Wells Fargo is operating without the $1.95 trillion Federal Reserve asset cap that was lifted in mid-2025.내러티브 업데이트 • Apr 06
WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return Strength
The analyst price target for Wells Fargo has been trimmed slightly to align with a fair value estimate, moving from $100.52 to $99.30. Analysts are recalibrating assumptions for profit margins and sector P/E multiples, while still citing mixed but generally constructive research commentary across recent upgrades, downgrades, and target changes.내러티브 업데이트 • Mar 22
WFC: Future Returns Will Reflect ROTCE Expansion Despite Sector Multiple Pressure
The analyst price target on Wells Fargo has been trimmed slightly, reflecting a modest fair value adjustment to about $100.52 as analysts weigh mixed target changes across the Street and updated assumptions on profitability and sector valuations. Analyst Commentary Recent research on Wells Fargo points to a split view, with some analysts focusing on upside to earnings power and capital return, while others question how much of that story is already reflected in the share price.내러티브 업데이트 • Mar 08
WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return Durability
Analysts have nudged our Wells Fargo fair value estimate slightly lower to about $101 from roughly $102, reflecting modestly reduced sector valuation assumptions, even as they highlight stable earnings forecasts, steady profitability expectations, and a slightly lower future P/E multiple in recent price target moves across the Street. Analyst Commentary Recent Street research on Wells Fargo reflects a mix of optimism and caution, with several firms adjusting price targets in both directions while largely keeping earnings assumptions intact.내러티브 업데이트 • Feb 21
WFC: Future Returns Will Reflect ROTCE Expansion And Higher Earnings Quality
Our Wells Fargo analyst price target edges up by about $0.40 to $101.65. This reflects analysts' updated assumptions around a slightly higher future P/E multiple and supporting research that includes a mix of recent target hikes and rating changes across major firms.내러티브 업데이트 • Feb 07
WFC: Future Returns Will Reflect ROTCE Expansion And Mixed 2026 Sector Tailwinds
Analysts have raised their price target on Wells Fargo, with our fair value estimate moving to $101.25 from $100.44. This change reflects updated assumptions for slightly stronger profit margins, a lower discount rate, and modestly lower revenue growth and future P/E, in line with recent mixed target changes across the Street.내러티브 업데이트 • Jan 22
WFC: Future Returns Will Reflect ROTCE Expansion And Capital Return Capacity
Analysts have adjusted their price targets on Wells Fargo in a tight range, with an updated fair value estimate of US$100.44 reflecting a blend of recent target raises and trims as they factor in revised revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on Wells Fargo reflects a mix of optimism and caution, with price targets adjusted both higher and lower as analysts refine their views on earnings power, valuation, and execution through 2026.분석 기사 • Jan 17
Here's What Analysts Are Forecasting For Wells Fargo & Company (NYSE:WFC) After Its Annual Results
Wells Fargo & Company ( NYSE:WFC ) shareholders are probably feeling a little disappointed, since its shares fell 7.9...내러티브 업데이트 • Jan 08
WFC: Future Returns Will Reflect Fee Strength And Execution On ROTCE Targets
Analysts have raised their fair value estimate for Wells Fargo to $100.00 from $94.50. This change reflects updated price targets and views on revenue growth, profitability, and future P/E assumptions across recent research.내러티브 업데이트 • Dec 15
WFC: Future Returns Will Reflect Fee Strength Amid Ongoing Execution Risks
We raise our Wells Fargo price target modestly to $94.50 from $93.71, reflecting analysts' increased confidence in fee driven earnings strength, improving profitability metrics, and higher medium term return targets following a series of post Q3 estimate and target upgrades. Analyst Commentary Recent Street research indicates a generally constructive stance on Wells Fargo, with a series of price target increases following the Q3 print.내러티브 업데이트 • Dec 01
WFC: Future Results Will Balance Improved Margins With Easing Regulatory Pressures
Analysts have modestly increased their price target for Wells Fargo from $93.54 to $93.71, citing stronger fee revenue and improved profit margins in recent quarterly results. Analyst Commentary Recent street research reflects both optimism and caution from analysts regarding Wells Fargo's outlook following its latest financial results and updated strategic targets.내러티브 업데이트 • Nov 17
WFC: Future Earnings Will Reflect Improved Profitability And Recent Regulatory Developments
Analysts have raised their price target for Wells Fargo from $93.13 to $93.54. They cite continued earnings strength and improved medium-term growth expectations for the bank.내러티브 업데이트 • Nov 01
WFC: Fee Revenue Strength And Profitability Targets Will Balance Regulatory Headwinds
Wells Fargo's analyst price target has increased by $1.69 to $93.13. Analysts cite the company's core earnings beat, stronger fee revenue, and improved profitability targets as reasons for the upward revision.내러티브 업데이트 • Oct 18
Digital Banking And Wealth Management Will Expand Future Reach
Wells Fargo's analyst price target has been raised from $89.13 to $91.44. This change reflects stronger-than-expected Q3 earnings, improved fee revenue, and updated guidance.내러티브 업데이트 • Oct 04
Digital Banking And Wealth Management Will Expand Future Reach
Wells Fargo's fair value estimate has increased to $89.13 from $87.00. Analysts cite improved revenue growth assumptions, as well as anticipated benefits from higher fee income and accelerated share buybacks, as key factors behind their updated price targets.내러티브 업데이트 • Sep 02
Digital Banking And Wealth Management Will Expand Future Reach
Analysts trimmed Wells Fargo's price target slightly to $86.00, citing elevated valuations and limited near-term upside despite improved fundamentals and asset cap removal, as recent gains appear priced in amid macro and earnings quality concerns. Analyst Commentary Removal of the asset cap is a significant long-term positive, allowing Wells Fargo to grow its balance sheet and increase trading and investment banking revenues, but much of the near-term optimism is already priced in.Seeking Alpha • Mar 31
Wells Fargo: A Classical Comeback Story Worth Playing!
Summary With only 4 consent orders remaining, momentum is building toward the potential lifting of the $1.95T asset cap—a major growth catalyst. The company has delivered 18 consecutive earnings beats and 11% Y/Y EPS growth, signaling operational consistency and improving profitability. Despite a 28% stock rally, the firm remains undervalued, trading at a ~9% discount to its sector on a PEG basis. Read the full article on Seeking Alpha새로운 내러티브 • Mar 27
Increasing Dividends
Analysts also project moderate revenue and earnings growth over the next couple of years, with expected revenue growth of about 1.2% in 2025 and EPS growth of 6.6%, which suggests a positive long-termSeeking Alpha • Mar 10
Wells Fargo: A Strong Bank, But Is It A Good Buy Right Now?
Summary Wells Fargo has improved efficiency and profitability but lacks significant revenue growth and faces regulatory issues, making the stock fully valued at $71 per share. Buybacks have boosted EPS, but real revenue expansion is needed for substantial stock price growth; current valuation isn't a bargain. Management is committed to shareholder returns, but regulatory hurdles and economic risks could limit future buybacks and growth. Hold WFC if you own it; consider buying at $60-$65 for a better entry point, given limited upside potential at current prices. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
Wells Fargo: Using A 5.8% Preferred Stock To Bet On Lower Interest Rates
Summary Wells Fargo's Series Z preferred shares offer a 5.80% yield and potential capital gains if interest rates decrease, making them a "total return" idea. The bank's preferred dividends are well covered, requiring less than 6% of net profit, ensuring financial stability. I aim for a high single-digit or low double-digit total return in two years, leveraging potential interest rate declines. While focusing on preferred shares, I also consider Wells Fargo's common stock, especially during market weakness, using put options for better entry points. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
Wells Fargo: Likely Fairly Valued (Rating Upgrade)
Summary Wells Fargo exceeded Q4 earnings expectations, driven by strong investment banking performance and a 1.2% Q/Q increase in net interest income. Despite an improved net interest income outlook for FY 2025, I maintain a hold rating due to Wells Fargo's high valuation relative to book value. Wells Fargo's balance sheet quality remained solid with declining credit provisions, but commercial real estate exposure poses some risk. The delay in federal fund rate cuts supports a positive net interest income growth outlook of 1-3% for Wells Fargo in 2025. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Wells Fargo: More Good Earnings To Come
Summary Wells Fargo & Company's strong earnings, robust balance sheet, and strategic focus on credit cards and technology drive positive outlook and expected 4Q 2024 performance. Anticipated removal of the asset cap and collaboration with Volkswagen will enhance operational efficiency and profitability, supporting future growth. Despite challenges in commercial real estate and interest rate volatility, Wells Fargo's solid fundamentals and capital position provide resilience. Valuation metrics indicate WFC stock is fairly valued, with growth expected to align with peers, supported by a favorable regulatory environment. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Wells Fargo: Not Much Value For Long-Term Investors
Summary Wells Fargo's asset cap limits growth, impacting profitability and putting it at a disadvantage compared to peers like JPMorgan and Bank of America. Higher interest rates have boosted Wells Fargo's performance, but rising deposit costs and declining net interest income are concerning trends. Despite recent share price gains, Wells Fargo appears overvalued given its weak earnings momentum and regulatory constraints. The bank's credit quality remains stable, but increasing credit costs and operational inefficiencies hinder potential earnings growth. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Wells Fargo Stock: Why It Could Continue Its Bull Run Once The Asset Cap Is Lifted
Summary Wells Fargo has submitted a third-party review to the Federal Reserve to lift a $1.95 trillion asset cap imposed after the 2016 fake accounts scandal. CEO Charlie Scharf has been addressing compliance issues since 2019, aiming to remove the cap and secure a significant victory for the bank. Despite a 2024 jump in shares, executives anticipate the asset cap will remain in place at least into next year. The removal of the asset cap is crucial for Wells Fargo's growth, having paid billions in penalties and facing numerous lawsuits. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Wells Fargo Q3 Earnings Preview: Stock Attractive As Interest Rates Fall
Summary Wells Fargo's earnings saw a decline in net interest income due to higher funding costs, despite beating earnings and revenue expectations in its last quarter. WFC stock underperformed the S&P 500, returning a loss of 4.29% over the last year, with weak momentum scoring a D+. Opportunities include leveraging AI for efficiency, expanding wealth management, and benefiting from falling interest rates and strong stock markets. Investors have low expectations but may find Wells Fargo attractive as interest rates fall, and the economy grows, earning WFC stock a buy ahead of the earnings report. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
Wells Fargo: A Stable Dividend Payer With Growth In Fees-Driven Segments
Summary Wells Fargo has a proven record of stable quarterly dividend payouts, though its yield is around 2.8% now and growth history mixed. Although loan growth appears to have declined, its fees-driven business segments have shown growth potential recently, which, I think, can grow future fees income. With such a huge loan book, it is exposed to loan charge-off trends like many banking peers, as well as Fed rate decisions. Its capitalization and liquidity coverage is above regulatory minimums. Its valuation appears relatively in line with key peers, while it is trading near its 200-day moving average. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Wells Fargo's New Enforcement Action Pushes Back The Asset Cap Lifting Timeline (Rating Downgrade)
Summary Wells Fargo's ongoing regulatory issues, including a recent OCC enforcement action, delay the likelihood of the Federal Reserve lifting its $1.95 trillion asset cap. The bank's efforts to modernize risk management systems have not fully satisfied regulators, impacting its ability to expand and improve profitability. Wells Fargo's valuation remains lower than peers due to regulatory scrutiny, with recent developments lowering near-term price estimates to the high $50s. Future dividend increases and profitability are tied to lifting the asset cap, which now seems less likely to occur before late 2025 at the soonest, and probably later. Read the full article on Seeking AlphaSeeking Alpha • Aug 29
Wells Fargo: Too Much Uncertainty
Summary Wells Fargo's stock has surged around 40% from the beginning of 2023, but mid-term uncertainty remains due to potential Federal Reserve actions and regulatory changes. Q2 2024 results show declining Net Interest Income and loan balances, but a 19% rise in Non-interest Income due to revenue diversification efforts. Lower interest rates may not quickly boost loan demand, risking revenue growth; a potential lifting of the $2 trillion asset cap could benefit earnings. Despite the potential upside, high uncertainty and current valuation make Wells Fargo stock a hold. Read the full article on Seeking AlphaSeeking Alpha • Jul 17
Wells Fargo: Q2 Earnings Suggest NII Drops Are Bottoming (Rating Upgrade)
Summary Wells Fargo's Q2 earnings showed a slight top-line and bottom-line beat, with an unchanged NII guidance that led to an initial market drop that recovered throughout the day. Net interest income has declined every quarter since Q4 22, but with Q2 drop rates decreasing and probabilities of rate cuts increasing, it suggests that this may be the bottom. Despite several risks and WFC being the underperformer among major banks over the past year, I have changed my rating from 'hold' to 'buy' Read the full article on Seeking Alpha주주 수익률
| WFC | US Banks | US 시장 | |
|---|---|---|---|
| 7D | 4.1% | 3.2% | 1.1% |
| 1Y | 4.9% | 22.3% | 28.7% |
수익률 대 산업: WFC은 지난 1년 동안 22.3%의 수익을 기록한 US Banks 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: WFC은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| WFC volatility | |
|---|---|
| WFC Average Weekly Movement | 4.2% |
| Banks Industry Average Movement | 3.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: WFC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: WFC의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1852 | 200,999 | Charlie Scharf | www.wellsfargo.com |
웰스파고 앤 컴퍼니는 금융 서비스 회사로 미국 및 전 세계에서 다양한 은행, 투자, 모기지, 소비자 및 상업 금융 상품과 서비스를 제공합니다. 이 회사는 네 가지 부문으로 운영됩니다: 소비자 금융 및 대출, 상업 은행, 기업 및 투자 은행, 자산 및 투자 관리. 이 회사의 금융 상품 및 서비스에는 당좌 예금 및 저축 예금 계좌, 신용카드 및 직불카드, 주택, 자동차, 개인 및 중소기업 대출 서비스가 포함됩니다.
Wells Fargo & Company 기초 지표 요약
| WFC 기초 통계 | |
|---|---|
| 시가총액 | US$233.80b |
| 순이익 (TTM) | US$20.67b |
| 매출 (TTM) | US$81.14b |
11.3x
주가수익비율(P/E)1.4x
주가순자산비율(P/B)WFC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| WFC 손익계산서 (TTM) | |
|---|---|
| 매출 | US$81.14b |
| 매출원가 | US$0 |
| 총이익 | US$81.14b |
| 기타 비용 | US$60.47b |
| 순이익 | US$20.67b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 14, 2026
| 주당순이익(EPS) | 6.75 |
| 총이익률 | 100.00% |
| 순이익률 | 25.47% |
| 부채/자본 비율 | 257.9% |
WFC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Wells Fargo 배당 일정 | |
|---|---|
| 배당락일 | May 08 2026 |
| 배당 지급일 | Jun 01 2026 |
| 배당락일까지 남은 일수 | 17 days |
| 배당 지급일까지 남은 일수 | 7 days |
WFC는 안정적으로 배당을 지급합니까?
WFC 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 19:14 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Wells Fargo & Company는 50명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Stephen Biggar | Argus Research Company |
| David George | Baird |
| Jason Goldberg | Barclays |