Wells Fargo & Company $WFC Shares Bought by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC grew its stake in Wells Fargo & Company (NYSE:WFC) by 22.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 57,328 shares of the financial services provider’s stock after buying an additional 10,698 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Wells Fargo & Company were worth $4,805,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in WFC. Norges Bank acquired a new position in shares of Wells Fargo & Company during the second quarter worth $3,990,551,000. Massachusetts Financial Services Co. MA increased its holdings in shares of Wells Fargo & Company by 54.9% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider’s stock valued at $1,332,851,000 after acquiring an additional 5,894,747 shares during the last quarter. Amundi raised its position in shares of Wells Fargo & Company by 18.2% during the 2nd quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock worth $1,165,868,000 after acquiring an additional 2,180,693 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in shares of Wells Fargo & Company by 8,010.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,973,730 shares of the financial services provider’s stock worth $158,135,000 after acquiring an additional 1,949,395 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Wells Fargo & Company by 939.6% in the second quarter. Arrowstreet Capital Limited Partnership now owns 1,920,799 shares of the financial services provider’s stock valued at $153,894,000 after purchasing an additional 1,736,036 shares in the last quarter. Institutional investors and hedge funds own 75.90% of the company’s stock.

Wells Fargo & Company Price Performance

Shares of NYSE:WFC opened at $86.65 on Wednesday. The firm has a market capitalization of $271.99 billion, a price-to-earnings ratio of 13.82, a price-to-earnings-growth ratio of 0.82 and a beta of 1.09. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.90 and a quick ratio of 0.84. The business’s 50 day simple moving average is $90.22 and its 200-day simple moving average is $84.91. Wells Fargo & Company has a 12 month low of $58.42 and a 12 month high of $97.76.

Wells Fargo & Company (NYSE:WFC) last issued its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.10. The firm had revenue of $21.29 billion during the quarter, compared to analysts’ expectations of $21.63 billion. Wells Fargo & Company had a return on equity of 12.90% and a net margin of 17.27%.Wells Fargo & Company’s revenue was up 4.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.43 earnings per share. As a group, equities analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on WFC shares. Cowen restated a “hold” rating on shares of Wells Fargo & Company in a report on Wednesday, January 7th. Barclays lifted their price objective on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Weiss Ratings raised Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a report on Wednesday, October 8th. Wall Street Zen raised Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Saturday, October 4th. Finally, Argus raised their price target on Wells Fargo & Company from $94.00 to $101.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Wells Fargo & Company currently has a consensus rating of “Hold” and an average target price of $94.87.

More Wells Fargo & Company News

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 as a strategic push to expand access to high?net?worth clients in Florida — a move the bank frames as a long?term growth initiative for fee revenue and client servicing. Wells Fargo becomes first major bank to relocate wealth operations headquarters to Florida
• Positive Sentiment: Related Ross secured a Wells Fargo HQ lease at a West Palm Beach office tower — tangible evidence the firm is relocating operations and taking on new real estate commitments tied to its wealth push. Related Ross Lands Wells Fargo HQ At West Palm Beach Office Tower
• Positive Sentiment: Wells Fargo projects 2026 net interest income (NII) of roughly $50B, highlighting tailwinds from the removal of asset caps, loan growth and markets revenue — a fundamental growth thesis that supports higher core earnings. Wells Fargo Expects 2026 NII to Reach $50B
• Neutral Sentiment: Wells Fargo research warns of a potential memory?chip shortage in 2026 that could pressure automakers — shows the firm’s analyst flow and sector research but has limited direct impact on bank fundamentals. TSLA, BYD Face Memory Chip Shortage in 2026, Wells Fargo Warns
• Neutral Sentiment: Wells Fargo analysts remain active: they raised the target on Stanley Black & Decker but cautioned against chasing the name, and they’ve been telling clients to “buy the dip” in Broadcom — helpful for WFC’s research?revenue profile but not a direct earnings driver. Wells Fargo Raises Stanley Black & Decker (SWK) Target but Warns Investors Not to Chase
• Negative Sentiment: Public commentary is mixed-to-cautious: Jim Cramer said WFC “came in way too hot” after recent moves, a sentiment that can trigger short?term profit?taking or cap gains momentum. Wells Fargo (WFC) “Came in Way Too Hot,” Says Jim Cramer
• Negative Sentiment: Analysts note Bank of America’s 2026 outlook looks rosier than Wells Fargo’s, underscoring relative growth and valuation concerns that can weigh on WFC versus peers. Why Bank of America’s (BAC) 2026 Outlook is Rosier Than Wells Fargo’s (WFC)

About Wells Fargo & Company

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.