Wells Fargo & Company $WFC Stock Position Lifted by Triangle Securities Wealth Management

Triangle Securities Wealth Management raised its stake in Wells Fargo & Company (NYSE:WFC) by 96.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 65,956 shares of the financial services provider’s stock after buying an additional 32,307 shares during the quarter. Wells Fargo & Company accounts for about 1.2% of Triangle Securities Wealth Management’s holdings, making the stock its 21st biggest position. Triangle Securities Wealth Management’s holdings in Wells Fargo & Company were worth $5,831,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Redmont Wealth Advisors LLC acquired a new stake in shares of Wells Fargo & Company during the 3rd quarter valued at $27,000. Marquette Asset Management LLC increased its stake in shares of Wells Fargo & Company by 472.4% in the third quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock worth $28,000 after acquiring an additional 274 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company during the third quarter worth $30,000. Kilter Group LLC purchased a new stake in shares of Wells Fargo & Company during the second quarter worth $31,000. Finally, Imprint Wealth LLC acquired a new stake in Wells Fargo & Company during the third quarter valued at $31,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.

More Wells Fargo & Company News

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

• Positive Sentiment: Wells Fargo announced major digital milestones — Fargo® (its AI virtual assistant) has handled over 1 billion interactions in under three years and the bank surpassed 33 million mobile active users, signaling stronger customer engagement, potential cost efficiencies and higher digital cross‑sell opportunities. Wells Fargo Reaches Major Digital Milestones
• Positive Sentiment: Jefferies initiated coverage with a Buy and $100 price target, implying meaningful upside vs. current levels — this type of institutional endorsement can lift sentiment and trading flows. Jefferies Initiates Coverage (Benzinga)
• Positive Sentiment: Wells Fargo provided a $2.25M grant to the ICA Fund as part of community/SMB initiatives — positive for reputation and small‑business relationships, but a modest near‑term financial impact. ICA Fund Announces $2.25 Million in New Funding From Wells Fargo
• Neutral Sentiment: Analyst commentary and valuation pieces note WFC’s recent pullback and strong longer‑term returns — these show mixed investor views on whether the current price already reflects risks/opportunities. Useful for investors reassessing fair value, not an immediate catalyst. Is Wells Fargo (WFC) Pricing Reflect Its Recent Pullback And Strong Valuation Signals
• Neutral Sentiment: Options‑based trade ideas (selling short‑dated puts) are circulating as income/entry strategies given recent share levels — highlights investor interest in using WFC as an income/entry play but also implies expectations of limited near‑term downside. Wells Fargo Trade Idea: 7% Discount or 30% Annual Income?
• Negative Sentiment: CEO Charlie Scharf warned of potential credit losses ahead as private credit firms restrict withdrawals — an explicit management caution that raises concerns about asset‑quality pressure and loan‑book vulnerability. Wells Fargo CEO warns of credit losses ahead as private credit firms restrict withdrawals
• Negative Sentiment: Goldman Sachs and other outlets have trimmed expectations for WFC, and some analysts (e.g., Truist) have modestly lowered price targets — these cuts contribute to negative sentiment and can weigh on the stock until new earnings or clearer guidance arrive. The Goldman Sachs Group Has Lowered Expectations for Wells Fargo & Company (NYSE:WFC) Stock Price Wells Fargo (WFC)’s 2026 Outlook: Analyst Revisions and Investor Guidance

Wells Fargo & Company Stock Performance

Shares of WFC opened at $78.90 on Friday. The firm has a 50-day moving average of $84.79 and a 200-day moving average of $86.23. The company has a market cap of $243.46 billion, a PE ratio of 12.58, a price-to-earnings-growth ratio of 0.88 and a beta of 1.08. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.90. Wells Fargo & Company has a one year low of $58.42 and a one year high of $97.76.

Wells Fargo & Company (NYSE:WFC) last released its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The company had revenue of $21.29 billion during the quarter, compared to the consensus estimate of $21.63 billion. During the same period in the previous year, the business earned $1.43 earnings per share. The firm’s quarterly revenue was up 4.5% on a year-over-year basis. As a group, equities analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 6th were paid a $0.45 dividend. The ex-dividend date was Friday, February 6th. This represents a $1.80 annualized dividend and a dividend yield of 2.3%. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 28.71%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. UBS Group restated a “buy” rating and issued a $113.00 target price on shares of Wells Fargo & Company in a research note on Wednesday, February 4th. Robert W. Baird upgraded shares of Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 price objective for the company in a report on Friday, February 13th. TD Cowen reduced their target price on Wells Fargo & Company from $102.00 to $100.00 and set a “hold” rating for the company in a report on Thursday, January 15th. Barclays raised their target price on Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $100.00 price target on shares of Wells Fargo & Company in a research note on Thursday, January 15th. Fourteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, Wells Fargo & Company has an average rating of “Moderate Buy” and a consensus price target of $96.98.

Insiders Place Their Bets

In other news, EVP Kleber Santos sold 25,000 shares of Wells Fargo & Company stock in a transaction on Friday, February 20th. The stock was sold at an average price of $87.72, for a total transaction of $2,193,000.00. Following the sale, the executive vice president directly owned 79,876 shares in the company, valued at $7,006,722.72. The trade was a 23.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Ellen R. Patterson sold 60,000 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $87.40, for a total value of $5,244,000.00. Following the completion of the transaction, the executive vice president owned 169,496 shares in the company, valued at approximately $14,813,950.40. The trade was a 26.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 115,000 shares of company stock valued at $10,050,000. Corporate insiders own 0.08% of the company’s stock.

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.