Oregon Public Employees Retirement Fund Has $30.69 Million Stock Position in Wells Fargo & Company $WFC

Oregon Public Employees Retirement Fund grew its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 30.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 366,186 shares of the financial services provider’s stock after purchasing an additional 84,905 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Wells Fargo & Company were worth $30,694,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Hilton Capital Management LLC purchased a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $3,656,000. Three Bridge Wealth Advisors LLC bought a new position in Wells Fargo & Company in the 2nd quarter valued at $364,000. Board of the Pension Protection Fund purchased a new stake in shares of Wells Fargo & Company during the 2nd quarter valued at $40,000. Canoe Financial LP raised its stake in shares of Wells Fargo & Company by 21.7% during the 2nd quarter. Canoe Financial LP now owns 3,394,260 shares of the financial services provider’s stock worth $271,948,000 after purchasing an additional 604,930 shares during the period. Finally, Synergy Asset Management LLC bought a new stake in shares of Wells Fargo & Company during the 3rd quarter worth $10,729,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Key Headlines Impacting Wells Fargo & Company

Here are the key news stories impacting Wells Fargo & Company this week:

• Positive Sentiment: TD Cowen raised its price target on WFC to $102 (still a “hold”), signaling modest upside and helping lift sentiment; this follows other Cowen commentary framing upside for the stock. TD Cowen price-target note
• Positive Sentiment: TD Cowen and other bullish takes highlighted potential price appreciation for WFC, keeping the stock on investors’ buy/hold radars. TD Cowen forecast
• Positive Sentiment: A Seeking Alpha preview upgraded the narrative on WFC—calling the rerating largely complete and raising an implied target to $110, emphasizing that consistent execution and fee-growth could justify a higher multiple. Seeking Alpha preview
• Positive Sentiment: Zacks and other pieces note Wells Fargo’s strong history of earnings surprises and expectations for continued earnings growth ahead of the upcoming print, supporting a constructive near-term outlook. Zacks earnings-beat note
• Neutral Sentiment: Wells Fargo confirmed its Q4 2025 earnings release date for Jan. 14 — a key catalyst that could drive intraday volatility around the print. Earnings date release
• Neutral Sentiment: Wells Fargo research teams remain active — publishing sector notes (AI-driven software picks, ideas on Walmart and Nucor) and macro calls such as an expected December CPI bounce; these underscore franchise research revenue but are indirect drivers of WFC equity performance. Wells Fargo research (AI/software)
• Negative Sentiment: Robert W. Baird cut WFC to “Strong Sell” and reiterated an Underperform view in separate notes, increasing downside risk and creating near-term pressure from investors who follow Baird’s guidance. Baird strong-sell cut
• Negative Sentiment: Market reports highlighted a recent sharper-than-market intraday dip in WFC shares, reflecting short-term volatility and sensitivity to analyst headlines and macro updates. Zacks on recent dip

Wells Fargo & Company Stock Performance

Shares of WFC stock opened at $95.64 on Friday. The firm’s 50 day moving average is $89.56 and its 200 day moving average is $84.27. The stock has a market capitalization of $300.22 billion, a P/E ratio of 15.73, a PEG ratio of 0.86 and a beta of 1.09. Wells Fargo & Company has a 12 month low of $58.42 and a 12 month high of $97.76. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.07.

Wells Fargo & Company (NYSE:WFC) last released its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $1.73 earnings per share for the quarter, beating analysts’ consensus estimates of $1.55 by $0.18. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The business had revenue of $21.44 billion during the quarter, compared to analyst estimates of $21.11 billion. During the same period in the previous year, the business earned $1.42 EPS. Wells Fargo & Company’s revenue was up 5.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were paid a $0.45 dividend. The ex-dividend date was Friday, November 7th. This represents a $1.80 annualized dividend and a yield of 1.9%. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 29.61%.

Analyst Ratings Changes

WFC has been the subject of a number of research analyst reports. Keefe, Bruyette & Woods raised their price objective on shares of Wells Fargo & Company from $92.00 to $101.00 and gave the stock a “market perform” rating in a report on Wednesday, December 17th. Barclays raised their price target on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a research note on Monday. Dbs Bank raised shares of Wells Fargo & Company to a “moderate buy” rating in a report on Tuesday, October 21st. Cowen reissued a “hold” rating on shares of Wells Fargo & Company in a report on Wednesday. Finally, Evercore ISI restated an “outperform” rating and issued a $110.00 target price on shares of Wells Fargo & Company in a research note on Tuesday. Twelve research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Wells Fargo & Company currently has an average rating of “Hold” and an average price target of $93.91.

Wells Fargo & Company Company Profile

Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.

Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.