Wells Fargo & Company

NYSE:WFC 주식 리포트

시가총액: US$273.0b

Wells Fargo 향후 성장

Future 기준 점검 0/6

Wells Fargo (는) 각각 연간 3.5% 및 6.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.9% 로 예상됩니다.

핵심 정보

3.5%

이익 성장률

8.02%

EPS 성장률

Banks 이익 성장7.1%
매출 성장률6.2%
향후 자기자본이익률12.90%
애널리스트 커버리지

Good

마지막 업데이트09 Sep 2026

최근 향후 성장 업데이트

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...

Recent updates

내러티브 업데이트 • Sep 08

WFC: Future Returns Will Reflect Efficiency Gains And Wealth Management Expansion

Wells Fargo's analyst price target is updated modestly higher to $100.63. This reflects analysts' refreshed models after Q2 results, with mixed but generally constructive revisions in targets and views on growth, efficiency and valuation across the Street.
Seeking Alpha • Sep 05

Wells Fargo: Stick To High-Yield Preferred Shares During Interest Rate Volatility

Summary Wells Fargo preferred Series L offers a 6.55% yield with robust coverage, supported by strong Q2 2026 earnings. WFC’s net profit of $6.4B and preferred dividends at just 4% of profits highlight low default risk for preferred holders. The "busted" Series L preferred shares are non-callable, with a remote conversion feature, making them a compelling long-term fixed income play. I maintain a long position in WFC.PR.L for multi-year income, while monitoring WFC common shares for potential value at ~10x forward earnings. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 10

WFC: Future Returns Will Reflect Post Cap Removal Lending And Capital Strength

The 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.
분석 기사 • Jun 22

Wells Fargo (WFC) Stock Could Be 15% Undervalued After Fed Basel III Shift

Fed 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...
내러티브 업데이트 • Jun 19

WFC: Future Returns Will Reflect Post Cap Removal Lending And Capital Returns

Analysts 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.
내러티브 업데이트 • Jun 05

WFC: Future Returns Will Reflect Repo Role And Post Cap Removal Execution

Analysts 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.
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.
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 Alpha
새로운 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-term
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NYSE:WFC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202897,26624,540N/AN/A3
12/31/202792,80023,236N/AN/A11
12/31/202688,80622,372N/AN/A11
6/30/202683,02621,61519,17019,170N/A
3/31/202681,13520,6691,1791,179N/A
12/31/202580,04120,285-19,001-19,001N/A
9/30/202579,07219,972-14,218-14,218N/A
6/30/202577,61819,483-9,143-9,143N/A
3/31/202577,25418,9094,1234,123N/A
12/31/202477,96218,6063,0353,035N/A
9/30/202477,87516,96512,33312,333N/A
6/30/202478,23417,56323,63223,632N/A
3/31/202477,60117,58220,82720,827N/A
12/31/202377,19817,98240,35840,358N/A
9/30/202377,07917,69929,40129,401N/A
6/30/202376,20115,56225,91225,912N/A
3/31/202373,84113,76634,25534,255N/A
12/31/202272,83412,56227,04827,048N/A
9/30/202274,98315,15524,62024,620N/A
6/30/202276,43416,6297,7947,794N/A
3/31/202281,54119,509-7,856-7,856N/A
12/31/202183,32120,818-11,525-11,525N/A
9/30/202180,11917,527-39,107-39,107N/A
6/30/202178,44015,641-42,873-42,873N/A
3/31/202165,6555,738-18,692-18,692N/A
12/31/202060,1721,7862,0512,051N/A
9/30/202060,8021,59137,23937,239N/A
6/30/202063,5632,72732,84032,840N/A
3/31/202075,86212,735N/A16,052N/A
12/31/201984,22718,105N/A6,730N/A
9/30/201983,65121,103N/A9,341N/A
6/30/201983,69722,519N/A28,974N/A
3/31/201983,71721,463N/A28,794N/A
12/31/201884,69620,689N/A36,073N/A
9/30/201885,73220,718N/A21,314N/A
6/30/201885,50319,396N/A24,188N/A
3/31/201886,08220,054N/A20,711N/A
12/31/201785,98920,554N/A18,619N/A
9/30/201785,28319,686N/A23,108N/A
6/30/201785,67420,798N/A11,179N/A
3/31/201785,08220,521N/A8,170N/A
12/31/201684,54120,373N/A1,008N/A
9/30/201684,55020,704N/A-8,847N/A
6/30/201684,19920,904N/A12,487N/A
3/31/201684,12921,094N/A18,171N/A
12/31/201583,69021,470N/A15,904N/A
9/30/201583,84621,649N/A22,666N/A

애널리스트 향후 성장 전망

수입 대 저축률: WFC 의 연간 예상 수익 증가율(3.5%)이 saving rate(3.7%) 미만입니다.

수익 vs 시장: WFC 의 연간 수익(3.5%)이 US 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: WFC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: WFC 의 수익(연간 6.2%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WFC 의 수익(연간 6.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WFC의 자본 수익률은 3년 후 12.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 03:50
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

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분석가 소스

Wells Fargo & Company는 48명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Stephen BiggarArgus Research Company
David GeorgeBaird
Jason GoldbergBarclays