O Neil Global Advisors Inc. Acquires New Holdings in Wells Fargo & Company $WFC

O Neil Global Advisors Inc. bought a new position in Wells Fargo & Company (NYSE:WFC) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 8,292 shares of the financial services provider’s stock, valued at approximately $695,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in WFC. Access Investment Management LLC acquired a new stake in shares of Wells Fargo & Company in the second quarter worth $25,000. Redmont Wealth Advisors LLC bought a new position in Wells Fargo & Company in the 3rd quarter worth $27,000. Marquette Asset Management LLC raised its holdings in Wells Fargo & Company by 472.4% in the 3rd 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 period. Grey Fox Wealth Advisors LLC acquired a new position in Wells Fargo & Company during the 3rd quarter worth $30,000. Finally, Kilter Group LLC bought a new stake in Wells Fargo & Company during the second quarter valued at about $31,000. Institutional investors and hedge funds own 75.90% of the company’s stock.

Wells Fargo & Company News Summary

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

• Positive Sentiment: Analysts at Zacks highlighted that banks including Wells Fargo could regain mortgage market share if the Fed eases capital rules, which would support loan growth and margins for WFC. The Zacks Analyst Blog Rocket, PennyMac , Wells Fargo , Bank of America and JPMorgan
• Positive Sentiment: Coverage noting that Wells Fargo has outpaced broader market gains recently reinforces momentum/relative strength narratives for investors looking for banking exposure. Wells Fargo (WFC) outpaces stock market gains: What you should know
• Positive Sentiment: Wells Fargo research citing stronger user spending trends at Snowflake (SNOW) demonstrates the firm’s influence in equity research and can be a modest positive for perception of WFC’s research franchise. Snowflake Stock (SNOW) Rises after Wells Fargo Says Users Expect to Up Spending
• Neutral Sentiment: Wells Fargo updated its 2026 earnings release dates and conference call schedule — helpful operational detail for investors monitoring upcoming catalysts but not a fundamental change. Wells Fargo Updates 2026 Earnings Release Date Information
• Neutral Sentiment: Wells Fargo analysts trimmed their price target on Genius Sports (GENI), citing uncertainty around GENI’s Legend acquisition — this is research-driven and speaks to WFC’s analyst activity rather than WFC’s financials. Wells Fargo Cites Legend Acquisition Uncertainty as Potential Headwind for Genius Sports (GENI) Valuation
• Neutral Sentiment: Wells Fargo analysts maintained coverage/ratings on other consumer names (e.g., Wingstop), underscoring the firm’s active equity research but with limited direct impact on WFC stock. Wingstop Nears Growth Inflection on Improving Operations, Strategic Initiatives, and 2026 Expansion Outlook
• Negative Sentiment: EVP Kleber Santos sold 25,000 WFC shares (~$2.19M at ~$87.72), reducing his stake by ~24% — insider selling can raise short-term caution among investors even if not unusual. Insider Form 4 – Kleber Santos
• Negative Sentiment: Coverage comparing Wells Fargo and peers highlights investor worries about pressure on net interest income in a higher-for-longer rate environment — a key risk that can cap upside and explains recent underperformance vs. peers. Citigroup vs Wells Fargo: Which Wins on Dividends, Buybacks, Interest Rate Exposure?

Insider Buying and Selling

In other Wells Fargo & Company news, EVP Kleber Santos sold 25,000 shares of Wells Fargo & Company stock in a transaction that occurred 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 of the company’s stock, valued at approximately $7,006,722.72. The trade was a 23.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.08% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

WFC has been the topic of a number of recent analyst reports. Keefe, Bruyette & Woods lifted their price objective on 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. Robert W. Baird raised Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 price target on the stock in a research report on Friday, February 13th. JPMorgan Chase & Co. raised their price objective on shares of Wells Fargo & Company from $99.00 to $99.50 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Argus boosted their target price on shares of Wells Fargo & Company from $94.00 to $101.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Finally, Freedom Capital downgraded shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Thirteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, Wells Fargo & Company presently has an average rating of “Moderate Buy” and a consensus price target of $97.03.

Wells Fargo & Company Stock Performance

Shares of NYSE WFC opened at $88.61 on Monday. The firm has a market capitalization of $278.17 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 0.97 and a beta of 1.09. Wells Fargo & Company has a one year low of $58.42 and a one year high of $97.76. The business has a fifty day simple moving average of $91.49 and a 200 day simple moving average of $86.26. The company has a current ratio of 0.90, a quick ratio of 0.84 and a debt-to-equity ratio of 1.05.

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 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 firm had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $21.63 billion. During the same quarter in the previous year, the company earned $1.43 earnings per share. The business’s revenue was up 4.5% compared to the same quarter last year. Sell-side analysts expect that Wells Fargo & Company will post 5.89 EPS for the current year.

Wells Fargo & Company Dividend Announcement

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