Wells Fargo Stock Analysis

WFC Stock  USD 55.06  0.53  0.95%   
Wells Fargo is fairly valued with Real Value of 56.34 and Target Price of 50.61. The main objective of Wells Fargo stock analysis is to determine its intrinsic value, which is an estimate of what Wells Fargo is worth, separate from its market price. There are two main types of Wells Fargo's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Wells Fargo's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Wells Fargo's stock to identify patterns and trends that may indicate its future price movements.
The Wells Fargo stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Wells Fargo is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day. Wells Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Wells Fargo's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wells Fargo. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.

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 1.18. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo has Price/Earnings To Growth (PEG) ratio of 1.13. The entity last dividend was issued on the 1st of February 2024. The firm had 2:1 split on the 14th of August 2006. Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo 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 New York Stock Exchange. It employs 239209 people. For more information please call Charles Scharf at 866 249 3302 or visit https://www.wellsfargo.com.

Wells Fargo Quarterly Total Revenue

20.48 Billion

Wells Fargo Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Wells Fargo's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Wells Fargo or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Wells Fargo has a poor financial position based on the latest SEC disclosures
Over 77.0% of the company outstanding shares are owned by institutional investors
On 1st of March 2024 Wells Fargo paid $ 0.35 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: Ancora Advisors LLC Grows Stock Holdings in Honeywell International Inc.

Wells Fargo Upcoming and Recent Events

Earnings reports are used by Wells Fargo to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wells Fargo previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
12th of April 2024
Upcoming Quarterly Report
View
12th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
10th of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
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31st of December 2023
Last Financial Announcement
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Wells Largest EPS Surprises

Earnings surprises can significantly impact Wells Fargo's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2001-07-17
2001-06-300.01-0.0265-0.0365365 
2010-07-21
2010-06-300.480.550.0714 
2022-04-14
2022-03-310.80.880.0810 
View All Earnings Estimates

Wells Fargo SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Wells Fargo prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Wells Fargo investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Wells Fargo specific information freely available to individual and institutional investors to make a timely investment decision.
23rd of February 2024
Unclassified Corporate Event
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13th of February 2024
Unclassified Corporate Event
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6th of February 2024
Financial Statements and Exhibits. Other Events. Unclassified Corporate Event
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26th of January 2024
Unclassified Corporate Event
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25th of January 2024
Other Events
View
24th of January 2024
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year
View
23rd of January 2024
Financial Statements and Exhibits
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12th of January 2024
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View

Wells Fargo Thematic Classifications

In addition to having Wells Fargo stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Momentum Idea
Momentum
Macroaxis long run momentum stocks
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Baby Boomer Prospects Idea
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
FinTech Idea
FinTech
A collection of large financial service, investment, and banking companies

Wells Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wells Fargo is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wells Fargo backward and forwards among themselves. Wells Fargo's institutional investor refers to the entity that pools money to purchase Wells Fargo's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Primecap Management Company2023-12-31
42.8 M
Amvescap Plc.2023-09-30
40.5 M
Morgan Stanley - Brokerage Accounts2023-09-30
40.3 M
Northern Trust Corp2023-09-30
38.2 M
Ameriprise Financial Inc2023-09-30
35.4 M
Arrowstreet Capital Limited Partnership2023-12-31
31.4 M
Bank Of New York Mellon Corp2023-09-30
29.6 M
Davis Selected Advisers2023-12-31
29.4 M
Nuveen Asset Management, Llc2023-09-30
28.9 M
Vanguard Group Inc2023-09-30
323.2 M
Blackrock Inc2023-09-30
258.7 M
Note, although Wells Fargo's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Wells Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 196.97 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 those looking for more risk prefer small-cap and mid-cap equities.

Wells Profitablity

Wells Fargo's profitability indicators refer to fundamental financial ratios that showcase Wells Fargo's ability to generate income relative to its revenue or operating costs. If, let's say, Wells Fargo is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Wells Fargo's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Wells Fargo's profitability requires more research than a typical breakdown of Wells Fargo's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.25 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.29 %, which entails that for every 100 dollars of revenue, it generated $0.29 of operating income.
Last ReportedProjected for 2024
Return on Average Assets 0.01  0.01 
Return on Average Equity 0.1  0.09 
Return on Invested Capital 0.01  0.01 
Return on Sales 0.26  0.27 

Management Efficiency

At present, Wells Fargo's Return on Sales is projected to slightly decrease based on the last few years of reporting. At present, Wells Fargo's Revenue to Assets are projected to slightly decrease based on the last few years of reporting. The current year's Average Assets is expected to grow to about 2.1 T, whereas Goodwill and Intangible Assets are forecasted to decline to about 24.2 B. Wells Fargo's management efficiency ratios could be used to measure how well Wells Fargo manages its routine affairs as well as how well it operates its assets and liabilities.
Last ReportedProjected for 2024
Book Value per Share 50.36  50.63 
Enterprise Value over EBIT 11.00  14.95 
Enterprise Value over EBITDA 8.72  9.92 
Price to Book Value 0.96  1.01 
Tangible Assets Book Value per Share 517.12  507.76 
Enterprise Value244.2 B242.9 B
Tangible Asset Value1.9 T2.1 T
The analysis of Wells Fargo's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Wells Fargo's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Wells Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0254
Forward Dividend Yield
0.0254
Forward Dividend Rate
1.4
Beta
1.182

Technical Drivers

As of the 3rd of March, Wells Fargo maintains the Mean Deviation of 1.08, downside deviation of 1.16, and Market Risk Adjusted Performance of 0.3664. 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 were able to analyze and collect data for 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 55.06 per share. Given that Wells Fargo has jensen alpha of 0.2198, 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

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.
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Wells Fargo Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wells Fargo insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wells Fargo's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wells Fargo insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Wells Fargo Outstanding Bonds

Wells Fargo issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wells Fargo uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wells bonds can be classified according to their maturity, which is the date when Wells Fargo has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Wells Fargo Predictive Daily Indicators

Wells Fargo intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wells Fargo stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Wells Fargo Forecast Models

Wells Fargo's time-series forecasting models are one of many Wells Fargo's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wells Fargo's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Wells Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Wells Fargo prices is reacting to, or reflecting on a current 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 2024
EBITDA Margin 0.34  0.34 
Gross Margin 0.90  0.89 
Profit Margin 0.22  0.21 

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
50.61Buy26Odds
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

Wells Fargo stock analysis indicators help investors evaluate how Wells Fargo stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Wells Fargo shares will generate the highest return on investment. By understating and applying Wells Fargo stock analysis, traders can identify Wells Fargo position entry and exit signals to maximize returns.
Begin Period Cash Flow159.2 B
Long Term Debt207.6 B
Common Stock Shares Outstanding3.7 B
Total Stockholder Equity185.7 B
Tax Provision2.5 B
Quarterly Earnings Growth Y O Y0.15
Property Plant And Equipment Net18.2 B
Cash And Short Term Investments113.5 B
Cash237.2 B
Net Debt-17.7 B
50 Day M A49.8952
Total Current Liabilities71.2 B
Other Operating Expenses55.6 B
Non Current Assets Total43.8 B
Forward Price Earnings11.2108
Non Currrent Assets Other-43.8 B
Stock Based Compensation6.2 B
When determining whether Wells Fargo offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wells Fargo's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wells Fargo Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wells Fargo Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wells Fargo. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.
Note that the Wells Fargo information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running Wells Fargo's price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Is Wells Fargo's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wells Fargo. If investors know Wells will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wells Fargo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.15
Dividend Share
1.3
Earnings Share
4.83
Revenue Per Share
20.931
Quarterly Revenue Growth
0.006
The market value of Wells Fargo is measured differently than its book value, which is the value of Wells that is recorded on the company's balance sheet. Investors also form their own opinion of Wells Fargo's value that differs from its market value or its book value, called intrinsic value, which is Wells Fargo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wells Fargo's market value can be influenced by many factors that don't directly affect Wells Fargo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wells Fargo is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.