Wells Fargo Financial Diagnostics

Wells Fargo Company -- USA Stock  

USD 53.75  1.17  2.13%

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 1.5. 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 1.79. This company last dividend was issued on 2017-08-02. The firm had 2:1 split on 2006-08-14. Wells Fargo & Company offer retail, commercial, and corporate banking services to individuals, businesses, and institutions. For more information please call John Stumpf at 866 878-5865 or visit 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
Latest headline from www.reuters.com: Wells Fargo fires forex bankers, investigates unit WSJ

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

Institutional Investors

Security TypeSharesValue
Bank Of MontrealCommon Shares14 M774.3 M
Apg Asset Management NvCommon Shares9.9 M547.3 M
State Treasurer State Of MichiganCommon Shares4.5 M245.8 M
Vontobel Asset Management IncCommon Shares3.7 M208.2 M
National Pension ServiceCommon Shares3.6 M196.5 M
Pggm InvestmentsCommon Shares3.1 M170.3 M
Gateway Investment Advisers LlcCommon Shares2.6 M142.4 M
Assenagon Asset Management SaPut Options780 K43 M

Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 270.64 B.

Profitablity

The company has Net Profit Margin of 24.86 % 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 38.32 % 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 1.1 % which means that on every $100 spent on asset it made $1.1 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 10.4 % implying that it generated $10.4 on every 100 dollars invested.

Stock Holders for Wells Fargo

Information
Ratio
Value
At Risk
WisdomTreeWisdomTree High Dividend ETF(0.36) (0.29) 
NationalNational Bank Global Equity T5 0.16 (0.33) 
EatonEaton Vance Focused Global Opps I(0.45) (0.26) 
PSLVXPrincipal SystematEx Large Value R6(0.19) (0.23) 
IvyIvy Dividend Opportunities I(0.32) (0.26) 
InvescoInvesco Comstock R6(0.0808) (0.23) 
BBVABBVA Bolsa Desarrollo Sostenible FI(0.11) (1.22) 
AB ValueAB Value K(0.18) (0.33) 
HartfordHartford Value HLS IB(0.21) (0.32) 
SheltonShelton Core Value Direct(0.51) (0.19) 
JHancockJHancock Global Equity A(0.41) (0.16) 
TADVXTransamerica Dividend Focused - Advisor Class(0.21) (0.34) 
TADTXTransamerica Dividend Focused Class T1(0.2) (0.34) 
JHMLJHancock Multifactor Large Cap ETF(0.22) (0.13) 
FidelityFidelity Large Cap Value Index(0.31) (0.25) 
VALICVALIC Company I Growth Income(0.29) (0.23) 
AB ValueAB Value B(0.18) (0.32) 
MDVSXMassMutual Select Diversified Value R5(0.1) (0.18) 
NuveenNuveen Santa Barbara Dividend Growth C(0.26) (0.15) 
DavidsonDavidson Multi Cap Equity A(0.46) (0.36) 

Technical Drivers

Wells Fargo Company maintains Market Risk Adjusted Performance of 0.0479, Mean Deviation of 0.732 and Downside Deviation of 1.4. 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 53.75 per share. Given that Wells Fargo Company has Jensen Alpha of (0.26), we strongly advise you confirm Wells Fargo prevalent market performance to make sure the company can sustain itself at future point.

Bonds

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+

Corporate Filings

Wells Fargo Corporate Reports
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