Nordea Investment Management AB Decreases Holdings in Wells Fargo & Company $WFC

Nordea Investment Management AB decreased its holdings in Wells Fargo & Company (NYSE:WFC) by 3.4% in the fourth quarter, Holdings Channel reports. The fund owned 5,982,559 shares of the financial services provider’s stock after selling 208,128 shares during the quarter. Nordea Investment Management AB’s holdings in Wells Fargo & Company were worth $561,104,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in WFC. Redmont Wealth Advisors LLC purchased a new stake in Wells Fargo & Company during the third quarter valued at approximately $27,000. Marquette Asset Management LLC boosted its holdings in shares of 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 purchasing an additional 274 shares during the period. Grey Fox Wealth Advisors LLC bought a new position in shares of Wells Fargo & Company during the 3rd quarter valued at approximately $30,000. Kilter Group LLC bought a new position in shares of Wells Fargo & Company during the 2nd quarter valued at approximately $31,000. Finally, Imprint Wealth LLC purchased a new stake in Wells Fargo & Company during the 3rd quarter valued at $31,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Insider Buying and Selling

In other Wells Fargo & Company news, EVP Kleber Santos sold 25,000 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $87.72, for a total value of $2,193,000.00. Following the transaction, the executive vice president directly owned 79,876 shares in the company, valued at $7,006,722.72. This represents a 23.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Ellen R. Patterson sold 60,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the transaction, the executive vice president directly owned 169,496 shares in the company, valued at approximately $14,813,950.40. This trade represents a 26.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 115,000 shares of company stock valued at $10,050,000 in the last 90 days. Company insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

WFC has been the subject of a number of analyst reports. Robert W. Baird upgraded Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 price target for the company in a research report on Friday, February 13th. UBS Group reissued a “buy” rating and issued a $113.00 target price on shares of Wells Fargo & Company in a research note on Wednesday, February 4th. Wolfe Research restated an “outperform” rating and issued a $109.00 target price on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Freedom Capital cut shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $100.00 price target on shares of Wells Fargo & Company 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $96.71.

Wells Fargo & Company News Roundup

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

• Positive Sentiment: Senator Mitch McConnell disclosed a purchase of WFC shares, a symbolic vote of confidence that can support sentiment among retail and political-watch investors. Congress Trade: Senator Mitch McConnell Just Disclosed New Stock Trades
• Positive Sentiment: Recent bullish retail/analysis pieces highlight WFC’s dividend yield and improving earnings (Wells Fargo beat EPS estimates in January), which can attract income-focused investors. Wells Fargo (WFC) Could Be a Great Choice
• Neutral Sentiment: Wells Fargo initiated coverage of SoFi Technologies at Equal Weight; the move influenced SoFi shares but is primarily a research event rather than a corporate catalyst for WFC itself. Wells Fargo starts SoFi Technologies at Equal Weight on valuation, loan sale risk
• Neutral Sentiment: Goldman Sachs moving to rolling, phased layoffs signals industry-wide cost and staffing adjustments as banks adapt to AI and flexibility — a sector context item that could influence competitive dynamics over time. GS’ Rolling Layoffs in 2026: A Strategic Shift in Workforce Management
• Neutral Sentiment: Analyst activity at Wells Fargo (e.g., raising coverage/targets on other companies) shows the firm’s research footprint is active but is an indirect factor for WFC’s share moves. Rhythm Pharmaceuticals (RYTM) PT Increased From $136 to $143 at Wells Fargo
• Negative Sentiment: Unusual options activity: traders bought roughly 108,090 WFC put contracts (about +99% vs. average), signaling increased hedging or bearish bets that can pressure sentiment and raise volatility.
• Negative Sentiment: The Fed held rates and flagged higher inflation, pressuring bank stocks (including WFC) on concerns about margins and economic headwinds; this macro update is a near-term drag on bank valuations. Fed Keeps Rates Steady Amid Rising Inflation: What it Means for Banks
• Negative Sentiment: Truist lowered its expectations for WFC’s stock price, reflecting some analyst skepticism that could weigh on sentiment until clearer earnings/loan trends emerge. Truist Financial Has Lowered Expectations for Wells Fargo & Company

Wells Fargo & Company Stock Performance

Shares of Wells Fargo & Company stock opened at $77.59 on Friday. The stock’s fifty day moving average is $85.79 and its two-hundred day moving average is $86.30. The company has a market capitalization of $239.41 billion, a PE ratio of 12.37, a price-to-earnings-growth ratio of 0.85 and a beta of 1.08. The company has a quick ratio of 0.90, 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 released its 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 return on equity of 12.90% and a net margin of 17.27%.The business had revenue of $21.29 billion for the quarter, compared to analyst estimates of $21.63 billion. During the same quarter last year, the firm posted $1.43 earnings per share. The business’s revenue was up 4.5% compared to the same quarter last year. As a group, analysts expect that Wells Fargo & Company will post 5.89 earnings per share for the current year.

Wells Fargo & Company Announces Dividend

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

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.