Wells Fargo Financial Diagnostics

WFC -- USA Stock  

USD 53.70  0.52  0.96%

Wells Fargo Company diagnostics interface makes it easy to digest most current publicly released information about Wells Fargo as well as get updates on important government artifacts including earning estimates, SEC corporate filings and announcements. This module also helps to analysis Wells Fargo price relationship with some important fundamental indicators such as market cap and management efficiency.
About 80.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.44. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo Company has Price/Earnings To Growth (PEG) ratio of 1.22. This company last dividend was issued on 2018-05-03. The firm had 2:1 split on 2006-08-14. Wells Fargo Company, a diversified financial services company, provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. Wells Fargo operates under Banks - Global classification in USA and traded on New York Stock Exchange. It employs 265700 people. For more information please call John Stumpf at 866-878-5865 or visit http://www.wellsfargo.com.

Wells Fargo Alerts

Wells Fargo has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial commitments
About 80.0% of the company outstanding shares are owned by insiders
On May 3, 2018 Wells Fargo paid $ 0.39 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by Juan Pujadas of 3428 shares of Wells Fargo subject to Rule 16b-3

Wells Fargo Upcoming Events

Upcoming Quarterly ReportApril 13, 2017
Next Earnings ReportJuly 21, 2017

Wells Fargo EPS Estimate

EPSEstimate Date
Quarterly Estimate0.97April 13, 2017

Wells Fargo Thematic Classifications

Dividend Beast IdeaDividend Beast
Solid, dividend paying stocks and ETFs
Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Momentum IdeaMomentum
Macroaxis long run momentum stocks

Institutional Investors

Security TypeSharesValue
Berkshire Hathaway IncCommon Shares456.5 M23.9 B
Vanguard Group IncCommon Shares323.7 M17 B
Blackrock IncCommon Shares289.2 M15.2 B
State Street CorpCommon Shares193.4 M10.1 B
Capital World InvestorsCommon Shares171.1 M9 B
Fmr LlcCommon Shares132.6 M7 B
Capital Research Global InvestorsCommon Shares77.9 M4.1 B

Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 261.67 B.

Profitablity

The company has Net Profit Margin of 26.12 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 38.48 % which entails that for every 100 dollars of revenue it generated 0.38 of operating income.

Management Efficiency

Wells Fargo Company has Return on Asset of 1.18 % which means that on every $100 spent on asset it made $1.18 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 11.17 % implying that it generated $11.17 on every 100 dollars invested.

Stock Holders for Wells Fargo

Information
Ratio
Value
At Risk
VYVY Franklin Income A 0.22 (0.18) 
LeggLegg Mason ClearBridge Value A SGDH Acc(0.0478) (1.10) 
LeggLegg Mason ClearBridge Value GllnInc 0.00  0.00 
VanguardVanguard Value Index Inv 0.00  0.00 
JPMorganJPMorgan Equity Income R6 0.00  0.00 
ClearBridgeClearBridge All Cap Value IS 0.00  0.00 
JVLTXJHancock Disciplined Value I2 0.00  0.00 
PACEPACE Large Co Value Equity P 0.00  0.00 
JPMorganJPMorgan Glb Rsrch Enhncd Idx Eq Fd(0.21) (1.59) 
ISHARESIBlackRock Indexed Int Equity Fund 0.20 (1.18) 
MDLVXBlackRock Advantage Large Cap Val Inv A 0.00  0.00 
ClearBridgeClearBridge All Cap Value I 0.00  0.00 
LoomisLoomis Sayles Value A 0.00  0.00 
ZENTIUSIZentius Inversiones SICAV 0.00  0.00 
ZacksZacks Dividend Institutional 0.00  0.00 
VanguardVanguard SP 500 Value Index Instl 0.00  0.00 
VanguardVanguard Russell 1000 Value Index I 0.00  0.00 
VirtusVirtus Rampart Sector Trend I 0.00  0.00 
T RoweT Rowe Price Instl US Structured Rsrch 0.00  0.00 
TMUTXTransamerica Global Equity T1 0.00  0.00 

Technical Drivers

Wells Fargo Company maintains Mean Deviation of 0.8439 and Downside Deviation of 0.9718. Relative to Fundamental Indicators, Macroaxis technical analysis interface lets you check existing technical drivers of Wells Fargo Company as well as the relationship between them. Specifically you can use this information to find out if the organization will indeed mirror its model of past data patterns or the prices will eventually revert. We found nineteen technical drivers for Wells Fargo which can be compared to its rivals. Please check out Wells Fargo Treynor Ratio as well as the relationship between Downside Variance and Kurtosis to decide if Wells Fargo is priced fairly providing market reflects its latest price of 53.7 per share. Given that Wells Fargo Company has Jensen Alpha of 0.0, we strongly advise you confirm Wells Fargo prevalent market performance to make sure the company can sustain itself at future point.

Wells Fargo Price Movement Analysis

Study
Time Period
Deviations up
Deviations down
MA Type
  Portfolio Suggestion    
  
Execute Study
 
null. The output start index for this execution was zero with a total number of output elements of zero. 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. View also all equity analysis or get more info about bollinger bands overlap studies indicator.

Wells Fargo Insider Trading Activities

Wells Fargo Outstanding Bonds

MaturityCouponRating
337358BA2 7.5%04/15/20357.5
A
337358BD6 6.55%10/15/20356.55
A
33735YAA6 7.95%11/15/20297.95
BBB
669380AW7 6.65%10/15/20236.65
A
66938FJU9 6.75%12/15/20276.75
A+
8447HBAA0 7.69%05/15/20257.69
A+
8447HBAC6 6.565%12/15/20276.565
A+
8447HBAE2 6.125%01/09/20286.125
NA
8447HEAA4 7.74%05/15/20257.74
A+
92976GAA9 5.0%08/15/20155.0
A+
92976GAD3 4.875%02/01/20154.875
A+
92976GAE1 5.6%03/15/20165.6
A+
92976GAG6 5.85%02/01/20375.85
A+
92976GAH4 6.0%11/15/20176.0
A+
92976GAJ0 6.6%01/15/20386.6
A+
92976WBH8 5.75%02/01/20185.75
A+
929771AE3 6.605%10/01/20256.605
A
929903AM4 5.5%08/01/20355.5
A
929903CH3 5.625%10/15/20165.625
A
929903DT6 5.75%06/15/20175.75
A+
949746JE2 5.125%09/15/20165.125
A
949746JM4 5.375%02/07/20355.375
A+
949746NX5 5.625%12/11/20175.625
A+
949746RE3 4.48%01/16/20244.48
A
949746RF0 5.606%01/15/20445.606
A
94974BEU0 3.625%04/15/20153.625
A+
94974BEV8 4.6%04/01/20214.6
A+
94974BEZ9 2.625%12/15/20162.625
A+
94974BFA3 1.25%02/13/20151.25
A+
94974BFC9 3.5%03/08/20223.5
A+
94974BFD7 2.1%05/08/20172.1
A+
94974BFE5 1.5%07/01/20151.5
A+
94974BFG0 1.5%01/16/20181.5
A+
94974BFJ4 3.45%02/13/20233.45
A
94974BFL9 1.25%07/20/20161.25
A+
94974BFN5 4.125%08/15/20234.125
A
94974BFP0 5.375%11/02/20435.375
A
94974BFQ8 2.15%01/15/20192.15
A+
94974BFR6 3.0%01/22/20213.0
A+
94974BFU9 2.125%04/22/20192.125
A+
94974BFW5 1.15%06/02/20171.15
A+
94974BFY1 4.1%06/03/20264.1
A
94974BGA2 3.3%09/09/20243.3
A+
94974BGB0 1.4%09/08/20171.4
A+
94974BGE4 4.65%11/04/20444.65
A
9497C0BG9 4.6%12/15/20144.6
A+
9497C0BJ3 4.55%12/15/20144.55
A+
9497C0BL8 4.5%12/15/20144.5
A+
94980VAA6 4.75%02/09/20154.75
A+
94980VAE8 5.75%05/16/20165.75
A+
94980VAG3 5.95%08/26/20365.95
A+
94985H5F7 0.75%07/20/20150.75
AA-
94986RJD4 2.5%03/29/20192.5
A+
94986RMB4 3.25%11/15/20273.25
A+
94986RNT4 3.25%03/20/20283.25
A+
94974BGF1 2.15%01/30/20202.15
A+
94974BGH7 3.0%02/19/20253.0
A+
33738KAA3 6.18%02/15/20366.18
A+
33738MAA9 6.18%02/15/20366.18
A+
33738MAG6 6.919%12/15/20366.919
A+
94974BGK0 3.9%05/01/20453.9
A+

Wells Fargo Technical and Predictive Indicators

Wells Fargo Corporate Filings

Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations

Wells Fargo Forecast Models

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