Wells Fargo Financial Diagnostics

WFC -- USA Stock  

USD 52.64  0.28  0.53%

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.

Wells Fargo Note

About 78.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.41. 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 1.3. This company last dividend was issued on Novemberember 8, 2018. 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 is traded on New York Stock Exchange. It employs 261700 people. For more information please call John Stumpf at 866-878-5865 or visit http://www.wellsfargo.com.

Wells Fargo Alerts

Wells Fargo generates negative expected return over the last 30 days
Wells Fargo has high likelihood to experience some financial distress in the next 2 years
About 78.0% of the company outstanding shares are owned by insiders
Latest headline from MacroaxisInsider: Wells Fargo exotic insider transaction detected

Wells Fargo Upcoming Events

Upcoming Quarterly ReportOctober 12, 2018
Next Earnings ReportJanuary 11, 2019

Wells Fargo Earning Estimates

EPSEstimate Date
Quarterly Estimate1.17October 12, 2018
Wells Fargo Company normalized analysts earnings estimates for actual as well as projected forward EPS values taken as an average expert opinion over time
Earnings Estimate  

Wells Fargo SEC Filings

Financial Statements and Exhibits
Financial Statements and Exhibits. Unclassified Corporate Event
Financial Statements and Exhibits. Results of Operations and Financial Condition
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year
Financial Statements and Exhibits
Financial Statements and Exhibits
Financial Statements and Exhibits
Financial Statements and Exhibits

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
Blackrock IncCommon Shares290.8 M15.3 B
State Street CorpCommon Shares192.1 M10.1 B
Fmr LlcCommon Shares97 M5.1 B
Jpmorgan Chase CoCommon Shares52.7 M2.8 B
Massachusetts Financial Services CoCommon Shares49.6 M2.6 B
Bank Of New York Mellon CorpCommon Shares42.5 M2.2 B
Alliancebernstein LpCommon Shares22.6 M1.2 B

Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 249.9 B.

Profitablity

The company has Net Profit Margin of 26.22 % 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.

Management Efficiency

Wells Fargo Company has Return on Asset of 1.21 % which means that on every $100 spent on asset it made $1.21 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 11.3 % implying that it generated $11.3 on every 100 dollars invested.

Stock Holders for Wells Fargo

Information
Ratio
Value
At Risk
PACEPACE Large Co Value Equity P(0.07) (1.29) 
SA USSA US Value Select 0.00  0.00 
PrincipalPrincipal Large Cap Value III R1(0.09) (1.31) 
LIVVXClearBridge Large Cap Value A2(0.0336) (1.32) 
ZacksZacks Dividend Institutional(0.0095) (1.10) 
YCGYCG Enhanced(0.07) (4.02) 
FinancialFinancial Select Sector SPDR ETF(0.08) (2.14) 
WisdomTrWisdomTree US Equity Inc ETF EUR Hdg Acc(0.52) (0.44) 
WilshireWilshire Large Company Value Instl(0.11) (1.25) 
VanguardVanguard High Dividend Yield ETF(0.08) (1.27) 
VanguardVanguard Windsor II Inv(0.17) (1.32) 
VanguardVanguard Windsor Admiral(0.14) (1.38) 
VanguardVanguard Windsor Inv(0.1) (1.39) 
VanguardVanguard Windsor II Admiral(0.15) (2.64) 
VanguardVanguard Russell 1000 Value Index I(0.05) (1.33) 
VanguardVanguard SP 500 Value ETF(0.08) (1.44) 
VanguardVanguard Russell 1000 Value ETF(0.0417) (2.33) 
VFHVanguard Financials ETF 0.00  0.00 
UnionUnion Street Partners Value A(0.17) (1.23) 
UnionUnion Street Partners Value Advisor(0.18) (1.17) 

Technical Drivers

Wells Fargo Company maintains Market Risk Adjusted Performance of 0.1832, Mean Deviation of 1.09 and Downside Deviation of 1.75. 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 52.64 per share. Given that Wells Fargo Company has Jensen Alpha of 0.0074, 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
 
The output start index for this execution was eleven with a total number of output elements of six. 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 Predictive Indicators

Wells Fargo Forecast Models

Recommendations

Wells Fargo Analyst Recommendations

Target PriceAdvice# of Analysts
64.04Hold13Odds
Wells Fargo Company current and past analyst recommendations published by number of research institutions as well as average analyst consensus
Wells Fargo Analyst Advice  

Vital Value Indicators

Wells Fargo Basic Pricing Drivers

Fifty Two Week Low50.02
Trailing Annual Dividend Rate1.60
Revenue Growth0.70%
Payout Ratio39.69%
Shares Short Prior Month29.73M
Average Daily Volume Last 10 Day20.17M
Average Daily Volume In Three Month20.94M
Earnings Growth34.50%
Shares Percent Shares Out0.47%
Earnings Quarterly Growth30.70%
Short Percent Of Float0.45%
Forward Price Earnings10.36
Float Shares4.23B
Fifty Two Week High66.31
Fifty Day Average52.92
Two Hundred Day Average55.17
Trailing Annual Dividend Yield3.01%
Enterprise Value To Revenue2.98
See also Your Current Watchlist. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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