Wells Fargo Stock Analysis
WFC Stock | USD 79.98 1.13 1.43% |
Wells Fargo is undervalued with Real Value of 84.29 and Target Price of 77.3. The main objective of Wells Fargo stock analysis is to determine its intrinsic value, which is an estimate of what Wells Fargo is worth, separate from its market price. There are two main types of Wells Fargo's stock analysis: fundamental analysis and technical analysis.
The Wells Fargo stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Wells Fargo's ongoing operational relationships across important fundamental and technical indicators.
Wells |
Wells Stock Analysis Notes
About 78.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.64. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo recorded earning per share (EPS) of 5.37. The entity last dividend was issued on the 7th of February 2025. The firm had 2:1 split on the 14th of August 2006. Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. Wells Fargo operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 239209 people. For more information please call Charles Scharf at 866 249 3302 or visit https://www.wellsfargo.com.Wells Fargo Quarterly Total Revenue |
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Wells Fargo Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Wells Fargo's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Wells Fargo or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 78.0% of the company outstanding shares are owned by institutional investors | |
Latest headline from thelincolnianonline.com: Coca-Cola Shares Acquired Rep. Josh Gottheimer |
Wells Fargo Upcoming and Recent Events
Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wells Fargo previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
12th of April 2024 Upcoming Quarterly Report | View | |
12th of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
10th of January 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
Wells Largest EPS Surprises
Earnings surprises can significantly impact Wells Fargo's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2001-07-17 | 2001-06-30 | 0.01 | -0.0265 | -0.0365 | 365 | ||
2010-07-21 | 2010-06-30 | 0.48 | 0.55 | 0.07 | 14 | ||
2022-04-14 | 2022-03-31 | 0.8 | 0.88 | 0.08 | 10 |
Wells Fargo Environmental, Social, and Governance (ESG) Scores
Wells Fargo's ESG score is a quantitative measure that evaluates Wells Fargo's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Wells Fargo's operations that may have significant financial implications and affect Wells Fargo's stock price as well as guide investors towards more socially responsible investments.
Wells Fargo Thematic Classifications
In addition to having Wells Fargo stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
![]() | FinTechA collection of large financial service, investment, and banking companies | |
![]() | Baby Boomer ProspectsMega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force | |
![]() | MomentumMacroaxis long run momentum stocks | |
![]() | Dividend BeastSolid, dividend-paying stocks and ETFs |
Wells Stock Institutional Investors
Shares | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 41.7 M | Amvescap Plc. | 2024-09-30 | 37.2 M | T. Rowe Price Associates, Inc. | 2024-09-30 | 36.4 M | Ameriprise Financial Inc | 2024-09-30 | 31.6 M | Northern Trust Corp | 2024-09-30 | 31 M | Nuveen Asset Management, Llc | 2024-09-30 | 29.8 M | Primecap Management Company | 2024-12-31 | 25.5 M | Arrowstreet Capital Limited Partnership | 2024-09-30 | 25.1 M | Bank Of America Corp | 2024-09-30 | 24.1 M | Vanguard Group Inc | 2024-12-31 | 301.9 M | Blackrock Inc | 2024-09-30 | 259.6 M |
Wells Market Capitalization
The company currently falls under 'Mega-Cap' category with a total capitalization of 263.05 B.Wells Profitablity
The company has Net Profit Margin of 0.25 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.28 %, which entails that for every 100 dollars of revenue, it generated $0.28 of operating income.Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.02 | 0.01 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.11 | 0.15 |
Management Efficiency
Wells Fargo has Return on Asset of 0.0103 % which means that on every $100 spent on assets, it made $0.0103 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1084 %, implying that it generated $0.1084 on every 100 dollars invested. Wells Fargo's management efficiency ratios could be used to measure how well Wells Fargo manages its routine affairs as well as how well it operates its assets and liabilities. At present, Wells Fargo's Return On Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.15, whereas Return On Capital Employed is forecasted to decline to 0.01. At present, Wells Fargo's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 177.4 B, whereas Total Assets are forecasted to decline to about 1 T.Last Reported | Projected for Next Year | ||
Book Value Per Share | 52.85 | 55.49 | |
Tangible Book Value Per Share | 43.23 | 45.39 | |
Enterprise Value Over EBITDA | 11.31 | 12.36 | |
Price Book Value Ratio | 1.34 | 2.09 | |
Enterprise Value Multiple | 11.31 | 12.36 | |
Price Fair Value | 1.34 | 2.09 | |
Enterprise Value | 244.2 B | 144 B |
The strategic decisions made by Wells Fargo management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Technical Drivers
As of the 17th of February 2025, Wells Fargo maintains the Mean Deviation of 1.05, market risk adjusted performance of 0.2698, and Downside Deviation of 1.16. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wells Fargo, as well as the relationship between them.Wells Fargo Price Movement Analysis
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Wells Fargo middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Wells Fargo. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Wells Fargo Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wells Fargo insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wells Fargo's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wells Fargo insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Kleber Santos over a week ago Acquisition by Kleber Santos of 14121 shares of Wells Fargo subject to Rule 16b-3 | ||
Wright Michael W over a year ago Purchase by Wright Michael W of 7500 shares of Wells Fargo |
Wells Fargo Outstanding Bonds
Wells Fargo issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wells Fargo uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wells bonds can be classified according to their maturity, which is the date when Wells Fargo has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
WELLS FARGO NEW Corp BondUS949746SH57 | View | |
US949746TB78 Corp BondUS949746TB78 | View | |
US949746TD35 Corp BondUS949746TD35 | View | |
WELLS FARGO NEW Corp BondUS94974BFP04 | View | |
WELLS FARGO NEW Corp BondUS94974BGE48 | View | |
WELLS FARGO NEW Corp BondUS94974BGH78 | View | |
WELLS FARGO NEW Corp BondUS94974BFY11 | View | |
WELLS FARGO NEW Corp BondUS94974BGT17 | View |
Wells Fargo Predictive Daily Indicators
Wells Fargo intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wells Fargo stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Wells Fargo Corporate Filings
13th of February 2025 Other Reports | ViewVerify | |
12th of February 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
F4 | 11th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
7th of February 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
4th of February 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
3rd of February 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
31st of January 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
30th of January 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Wells Fargo Forecast Models
Wells Fargo's time-series forecasting models are one of many Wells Fargo's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wells Fargo's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Wells Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Wells Fargo prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wells shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Wells Fargo. By using and applying Wells Stock analysis, traders can create a robust methodology for identifying Wells entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.30 | 0.23 | |
Operating Profit Margin | 0.37 | 0.57 | |
Net Profit Margin | 0.25 | 0.16 | |
Gross Profit Margin | 0.96 | 0.86 |
Current Wells Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Wells analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Wells analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
77.3 | Buy | 25 | Odds |
Most Wells analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Wells stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Wells Fargo, talking to its executives and customers, or listening to Wells conference calls.
Wells Stock Analysis Indicators
Wells Fargo stock analysis indicators help investors evaluate how Wells Fargo stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Wells Fargo shares will generate the highest return on investment. By understating and applying Wells Fargo stock analysis, traders can identify Wells Fargo position entry and exit signals to maximize returns.
Begin Period Cash Flow | 236.1 B | |
Common Stock Shares Outstanding | 3.5 B | |
Total Stockholder Equity | 179.1 B | |
Quarterly Earnings Growth Y O Y | 0.659 | |
Property Plant And Equipment Net | 10.3 B | |
Cash And Short Term Investments | 142.4 B | |
Cash | 142.4 B | |
Net Debt | 30.7 B | |
50 Day M A | 74.4992 | |
Total Current Liabilities | 78.8 B | |
Other Operating Expenses | 49.5 B | |
Non Current Assets Total | 1.8 T | |
Forward Price Earnings | 13.7931 | |
Non Currrent Assets Other | 1.7 T |
Complementary Tools for Wells Stock analysis
When running Wells Fargo's price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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