Wells Fargo & Company $WFC Stake Lessened by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC lessened its holdings in Wells Fargo & Company (NYSE:WFC) by 42.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 8,161 shares of the financial services provider’s stock after selling 5,918 shares during the quarter. Coastal Bridge Advisors LLC’s holdings in Wells Fargo & Company were worth $684,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of WFC. Hilton Capital Management LLC bought a new position in Wells Fargo & Company during the second quarter worth about $3,656,000. Three Bridge Wealth Advisors LLC acquired a new position in shares of Wells Fargo & Company in the 2nd quarter worth approximately $364,000. Board of the Pension Protection Fund bought a new position in shares of Wells Fargo & Company during the 2nd quarter worth approximately $40,000. Arkadios Wealth Advisors boosted its stake in Wells Fargo & Company by 65.2% in the 3rd quarter. Arkadios Wealth Advisors now owns 43,622 shares of the financial services provider’s stock valued at $3,656,000 after buying an additional 17,223 shares in the last quarter. Finally, Synergy Asset Management LLC bought a new stake in Wells Fargo & Company in the third quarter valued at $10,729,000. 75.90% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Morgan Stanley lifted their price objective on Wells Fargo & Company from $95.00 to $97.00 and gave the company an “equal weight” rating in a report on Wednesday, October 15th. Wolfe Research reissued an “outperform” rating and set a $109.00 price target on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Keefe, Bruyette & Woods upped 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 research note on Wednesday, December 17th. Freedom Capital lowered shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Finally, Robert W. Baird downgraded Wells Fargo & Company from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $94.87.

Wells Fargo & Company Stock Performance

Shares of Wells Fargo & Company stock opened at $90.53 on Friday. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.84. The firm has a 50 day simple moving average of $90.76 and a 200 day simple moving average of $85.16. Wells Fargo & Company has a fifty-two week low of $58.42 and a fifty-two week high of $97.76. The firm has a market cap of $284.19 billion, a P/E ratio of 14.44, a P/E/G ratio of 0.96 and a beta of 1.09.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.10. The firm had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.The business’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.43 EPS. Sell-side analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Investors of record on Friday, February 6th will be issued a $0.45 dividend. The ex-dividend date is Friday, February 6th. This represents a $1.80 annualized dividend and a yield of 2.0%. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 28.71%.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Board-approved quarterly dividend of $0.45 per share (record Feb. 6; yield ~2.0%) reinforces shareholder returns and supports yield-oriented demand.
• Positive Sentiment: Wells Fargo’s partnerships are producing deal flow: Overland Advantage financed about $4B across 18 transactions in 2025, highlighting Wells Fargo’s middle‑market sourcing strength. Overland Advantage Finances ~$4B
• Positive Sentiment: The Wells Fargo — Centerbridge direct‑lending venture has arranged over $7B of deals since launch, signaling scalable fee income and expanded lending capabilities. Wells Fargo and Centerbridge Venture Has Inked $7 Billion
• Positive Sentiment: Short interest fell ~12.3% in January to ~33.7M shares (≈1.1% of float), reducing headline downside pressure and potentially supporting near‑term price stability.
• Neutral Sentiment: Zacks compares Citigroup vs. Wells Fargo for 2026 upside; analysts note Citi’s restructuring and 2026 EPS outlook may give it an edge — useful context but not an immediate company-specific catalyst. Citigroup or Wells Fargo: Which Bank Stock Has More Upside
• Neutral Sentiment: Wells Fargo flagged that the surge in AI-related capex that has been boosting tech stocks may slow this year or next — macro commentary that could affect sector flow into bank trading and underwriting activity. AI capex growth will slow
• Neutral Sentiment: Wells Fargo research raised revenue estimates for Alnylam (ALNY) on Amvuttra outlook — reflects the bank’s analyst activity but is not a company earnings driver. Wells Fargo Raises Alnylam Revenue Estimates
• Neutral Sentiment: BMO Capital Markets hired a Wells Fargo executive (Malik) as operating chief — small talent loss but typical industry movement. BMO Capital Markets hires Wells Fargo’s Malik
• Neutral Sentiment: Analyst coverage is mixed but generally modestly constructive; Wall Street sentiment remains cautiously optimistic after recent earnings beats. Are Wall Street Analysts Predicting Wells Fargo Stock Will Climb or Sink?
• Negative Sentiment: The board awarded CEO Charlie Scharf $40M for 2025 (up ~28% vs. prior year). That sizable pay increase may raise governance and activist investor concerns and could weigh on sentiment for some shareholders. Wells Fargo CEO Charlie Scharf gets 28% pay boost

About Wells Fargo & Company

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.