Wells Stock Analysis

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WFC -- USA Stock  

USD 24.46  0.01  0.0409%

Is it time to embrace Wells Fargo? Wells Fargo Stock analysis can help investors discover the best opportunities and time the market in virtually any economy. Find the stocks trading at a discount of their intrinsic value will give you an edge in creating a market-bitting portfolio. The big decline in price over the last few months for Wells Fargomay raise some interest from investors as it closed today at a share price of 24.34 on 36,829,400 in trading volume. The company directors and management failed to add value to investors and positioning the company supply of money to exploit market volatility in June. However, diversifying your holdings with Wells Fargo or any similar stocks can still protect your portfolios during high-volatility market scenarios. The stock standard deviation of daily returns for 30 days investing horizon is currently 4.16. This high volatility is attributed to the latest market swings and not so good earnings reports for some of the Wells Fargo partners. Check out Your Current Watchlist.

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The Wells Fargo Stock analysis 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. Wells stock analysis module also helps to analyze Wells Fargo price relationship with some important fundamental indicators such as market cap and management efficiency.

Wells Stock Analysis Notes

About 77.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.64. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo last dividend was issued on the 7th of May 2020. The entity had 2:1 split on 14th of August 2006. Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions in the United States and internationally. The 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 BATS Exchange. It employs 263000 people. For more information please call Charles Scharf at 866 249-3302 or visit www.wellsfargo.com.

  Wells Fargo Quarterly Cost of Revenue

Wells Fargo Investment Alerts

Wells Fargo generates negative expected return over the last 30 days
Wells Fargo has high historical volatility and very poor performance
Wells Fargo has high likelihood to experience some financial distress in the next 2 years
Over 77.0% of the company outstanding shares are owned by institutional investors
Latest headline from www.cnbc.com: Stock futures are flat after bank stress test results, Nike reports surprise loss - CNBC

Wells Fargo Upcoming and Recent Events

Upcoming Quarterly Report14th of July 2020
Next Earnings Report20th of October 2020
Next Fiscal Quarter End30th of June 2020
Next Fiscal Year End12th of January 2021
Last Quarter Report31st of March 2020
Last Earning Announcement30th of June 2019

Wells Fargo Earnings Estimate

EPSEstimate Date
Quarterly Estimate0.0914th of July 2020
The above chart is showing Wells Fargo normalized analysts earnings estimates for actual as well as future EPS values taken as an average expert opinion over the last few years and projected forward

Wells Fargo SEC Filings

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
Daily Journal CorpCommon Shares1.6 M40.8 M
Nelson Van Denburg Campbell Wealth Management Group LlcCommon Shares62.5 K1.6 M
Modus Advisors LlcCommon Shares49.6 K1.3 M
Thomasville National BankCommon Shares35.2 K902 K
First Financial BanCommon Shares34.9 K895 K
Boltwood Capital ManagementCommon Shares34.8 K890 K
Mr Capital Management IncCommon Shares19.8 K506 K
Mr Capital Management IncPreferred Shares10.012 K

Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 103.89 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Wells Fargo's market, we take the total number of its shares issued and multiply it by Wells Fargo's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Profitablity

The company has Net Profit Margin of 19.02 %, 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

The entity has Return on Asset of 0.75 % which means that on every $100 spent on asset it made $0.75 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 7.63 %, implying that it generated $7.63 on every 100 dollars invested. Wells Fargo management efficiency ratios could be used to measure of how well wells fargo is managing its routine affairs as well as how well it utilizes its assets and manages liabilities. Wells Fargo Return on Average Assets are expected to slightly decrease based on the last few years of reporting. The past year's Return on Average Assets were at 1.02. The current year Return on Average Equity is expected to grow to 12.14, whereas Return on Sales is expected to decline to 0.32. Wells Fargo Revenue to Assets are expected to slightly decrease based on the last few years of reporting. The past year's Revenue to Assets were at 0.05. The current year Asset Turnover is expected to grow to 0.06, whereas Total Assets are expected to decline to about 1717.7 B. The current year Deposit Liabilities is expected to grow to about 1268.3 B, whereas Total Liabilities is expected to decline to about 1545.1 B.

Technical Drivers

As of the 8th of July, Wells Fargo maintains the mean deviation of 3.52, downside deviation of 4.19, and market risk adjusted performance of 0.0862. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wells Fargo, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We are able to interpolate and collect 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 the downside variance and kurtosis to decide if Wells Fargo is priced fairly, providing market reflects its latest price of 24.46 per share. Given that Wells Fargo has jensen alpha of (0.030769), we strongly advise you to confirm Wells Fargo's prevalent market performance to make sure the company can sustain itself at a future point.

Wells Fargo Price Movement Analysis

Study
The minimum time period for execution of this function requires larger time horizon. Please increase the time horizon for this function. The output start index for this execution was zero with a total number of output elements of zero. The Instantaneous Trendline is a moving-average-like indicator which is formed by removing the Dominant Cycle from Wells Fargo price series. View also all equity analysis or get more info about hilbert transform instantaneous trendline 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

Wells Fargo Predictive Indicators

Wells Fargo Forecast Models

About Wells Fargo Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Wells Fargo stock is reacting to, or reflecting on a current stock 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 ReportedProjected for 2020
EBITDA Margin 0.50  0.51 
Gross Margin 0.90  0.89 
Profit Margin 18.81  18.97 
Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions in the United States and internationally. The 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 BATS Exchange. It employs 263000 people.

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 PriceAdvice# of Analysts
34.21Sell19Odds
Wells Fargo current and past analyst recommendations published by a number of research institutions as well as average analyst consensus. 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 Analyst Advice Details

Wells Stock Analysis Indicators

Fifty Two Week Low22.00
Trailing Annual Dividend Rate1.98
Revenue Growth-34.00%
Payout Ratio69.23%
Shares Short Prior Month50.52M
Average Daily Volume Last 10 Day49.48M
Average Daily Volume In Three Month49.83M
Earnings Growth-99.20%
Shares Percent Shares Out1.10%
Earnings Quarterly Growth-88.90%
Short Percent Of Float1.10%
Forward Price Earnings9.86
Float Shares4.09B
Fifty Two Week High54.75
Fifty Day Average27.08
Two Hundred Day Average36.25
Trailing Annual Dividend Yield7.89%
Enterprise Value To Revenue1.58
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