BIP Wealth LLC Boosts Stock Holdings in Wells Fargo & Company $WFC

BIP Wealth LLC lifted its position in Wells Fargo & Company (NYSE:WFC) by 236.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,021 shares of the financial services provider’s stock after purchasing an additional 8,451 shares during the period. BIP Wealth LLC’s holdings in Wells Fargo & Company were worth $1,008,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in WFC. Access Investment Management LLC purchased a new position in Wells Fargo & Company in the second quarter valued at $25,000. McElhenny Sheffield Capital Management LLC purchased a new stake in shares of Wells Fargo & Company during the 2nd quarter worth about $27,000. Marquette Asset Management LLC grew its position in shares of Wells Fargo & Company by 472.4% during the 3rd quarter. Marquette Asset Management LLC now owns 332 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 274 shares during the period. Grey Fox Wealth Advisors LLC purchased a new position in shares of Wells Fargo & Company in the 3rd quarter valued at about $30,000. Finally, Kilter Group LLC purchased a new position in shares of Wells Fargo & Company in the 2nd quarter valued at about $31,000. 75.90% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Wells Fargo & Company

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

• Positive Sentiment: Wells Fargo is relocating its wealth-management headquarters to West Palm Beach and signing a major local office lease, signaling a strategic push into a fast‑growing high‑net‑worth market. The move can support long‑term fee income growth and recruiting for private wealth teams. Wells Fargo to Move Wealth Headquarters to West Palm Beach Related Ross Lands Wells Fargo HQ At West Palm Beach Office Tower
• Positive Sentiment: WFC added 12 advisers, a concrete sign of AUM/fee‑income expansion in wealth — a higher‑margin business that management has prioritized. This supports the bank’s medium‑term revenue diversification thesis. Wells Fargo & Co. Adds 12 Advisers
• Positive Sentiment: Retail/media attention remains constructive: commentators like Jim Cramer have highlighted WFC’s strong performance, which can help retail sentiment and short‑term flows. Wells Fargo (WFC) “Came in Way Too Hot,” Says Jim Cramer
• Neutral Sentiment: Wells Fargo’s research desk is active with sector calls (e.g., warning of memory‑chip shortages for automakers and upgrades on names like Broadcom), which reinforces WFC’s institutional franchise but does not directly move WFC shares. TSLA, BYD Face Memory Chip Shortage in 2026, Wells Fargo Warns Broadcom (AVGO) Stock: Why This Analyst Says Buy the Dip
• Neutral Sentiment: Wells Fargo’s analysts raised and adjusted targets on other companies (e.g., Stanley Black & Decker), reflecting active research but limited direct impact on WFC’s fundamentals. Wells Fargo Raises Stanley Black & Decker (SWK) Target but Warns Investors Not to Chase
• Negative Sentiment: Analysts note Bank of America’s 2026 outlook looks stronger than Wells Fargo’s, which can pressure relative valuations and investor preference within the bank group; that comparative narrative likely weighs on WFC in the near term. Why Bank of America’s (BAC) 2026 Outlook is Rosier Than Wells Fargo’s (WFC)

Analysts Set New Price Targets

WFC has been the topic of a number of recent analyst reports. Wolfe Research reiterated an “outperform” rating and set a $109.00 price target on shares of Wells Fargo & Company in a research report on Wednesday, January 7th. Truist Financial decreased their target price on Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday, January 15th. Weiss Ratings raised shares of Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a research note on Wednesday, October 8th. Evercore ISI cut their price target on shares of Wells Fargo & Company from $110.00 to $105.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. Finally, Cfra Research upgraded shares of Wells Fargo & Company to a “moderate buy” rating in a research report on Wednesday, October 15th. Thirteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $94.87.

Wells Fargo & Company Price Performance

Wells Fargo & Company stock opened at $86.14 on Thursday. The company has a fifty day simple moving average of $90.22 and a 200-day simple moving average of $84.92. The firm has a market capitalization of $270.38 billion, a price-to-earnings ratio of 13.74, a PEG ratio of 0.80 and a beta of 1.09. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.05. Wells Fargo & Company has a 52-week low of $58.42 and a 52-week high of $97.76.

Wells Fargo & Company (NYSE:WFC) last posted its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $21.29 billion for the quarter, compared to the consensus estimate of $21.63 billion. During the same period last year, the firm posted $1.43 earnings per share. The company’s revenue for the quarter was up 4.5% on a year-over-year basis. On average, equities analysts anticipate that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 7th were issued a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, November 7th. Wells Fargo & Company’s payout ratio is currently 28.71%.

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.