Mizuho Markets Cayman LP bought a new position in Wells Fargo & Company (NYSE:WFC) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 11,303 shares of the financial services provider’s stock, valued at approximately $934,000.
Several other institutional investors have also recently made changes to their positions in WFC. Godfrey Financial Associates Inc. purchased a new position in Wells Fargo & Company during the 4th quarter valued at about $25,000. Miller Capital Partners Inc. purchased a new position in Wells Fargo & Company during the fourth quarter valued at approximately $25,000. Navalign LLC purchased a new position in Wells Fargo & Company during the fourth quarter valued at approximately $26,000. Joseph Group Capital Management bought a new position in Wells Fargo & Company in the fourth quarter worth approximately $28,000. Finally, Phillip James Consulting Co. purchased a new stake in Wells Fargo & Company during the first quarter worth $28,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.
Key Wells Fargo & Company News
Here are the key news stories impacting Wells Fargo & Company this week:
- Positive Sentiment: Wells Fargo still appears attractively valued. A recent analysis said the stock trades below its estimated fair value, while its dividend profile and exposure to a rotation into financial stocks could provide support. However, the bank’s 126.5% three-year total return means investors may be questioning how much future improvement is already reflected in the share price. Wells Fargo Stock Looks Cheap on Fair Value but Full on Earnings
- Positive Sentiment: Dividend-focused coverage described Wells Fargo as a potentially appealing income investment, which may attract investors seeking bank dividends. This is supportive for the long-term investment case, although the article does not identify a new dividend increase or other immediate catalyst. Wells Fargo Could Be a Great Choice
- Neutral Sentiment: Wells Fargo established a new Series HH preferred stock through a certificate of designation. The move may support capital-raising and funding flexibility, but the announcement provides limited information about the size, terms, or near-term effect on common shareholders. Wells Fargo Establishes New Series HH Preferred Stock
- Negative Sentiment: Wells Fargo lagged Bank of America and especially BNY Mellon in 2026, highlighting weaker relative investor performance and potentially prompting portfolio rotation away from WFC. Which Big Bank Stock Has Dominated in 2026
- Negative Sentiment: One market review noted that WFC declined even as market conditions improved, suggesting stock-specific profit-taking or investor concern about valuation and earnings expectations. The company’s latest reported quarter was strong, so the selling appears more related to expectations than an earnings miss. Wells Fargo Stock Declines While Market Improves
Wall Street Analyst Weigh In
Read Our Latest Analysis on Wells Fargo & Company
Wells Fargo & Company Stock Down 1.7%
NYSE:WFC opened at $85.92 on Thursday. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.09. Wells Fargo & Company has a twelve month low of $72.78 and a twelve month high of $97.76. The company has a market cap of $259.81 billion, a PE ratio of 12.49, a P/E/G ratio of 0.95 and a beta of 0.92. The company’s 50 day moving average is $86.05 and its two-hundred day moving average is $83.01.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $1.96 earnings per share for the quarter, beating analysts’ consensus estimates of $1.73 by $0.23. Wells Fargo & Company had a net margin of 17.55% and a return on equity of 13.85%. The firm had revenue of $22.62 billion for the quarter, compared to analyst estimates of $21.86 billion. During the same period in the previous year, the company earned $1.60 earnings per share. The business’s quarterly revenue was up 8.6% compared to the same quarter last year. Analysts anticipate that Wells Fargo & Company will post 7.26 EPS for the current year.
Wells Fargo & Company Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 7th will be paid a $0.50 dividend. The ex-dividend date is Friday, August 7th. This is a positive change from Wells Fargo & Company’s previous quarterly dividend of $0.45. This represents a $2.00 annualized dividend and a dividend yield of 2.3%. Wells Fargo & Company’s dividend payout ratio (DPR) is 29.07%.
Wells Fargo & 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.
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