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Wells Fargo & Co

WFC

82.500USD

+0.990+1.21%
Close 08/27, 16:00ETQuotes delayed by 15 min
265.68BMarket Cap
14.05P/E TTM

Wells Fargo & Co

82.500

+0.990+1.21%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-27

Key Insights

The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Buy.Despite an average stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
74 / 524
Overall Ranking
110 / 4755
Industry
Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 25 analysts
Buy
Current Rating
87.024
Target Price
+6.76%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Wells Fargo & Company is an American multinational financial services corporation with a significant global footprint. Operating in 35 countries, the company serves over 70 million clients worldwide. Recognized as a systemically important financial institution by the Financial Stability Board, it is considered one of the "Big Four Banks" in the United States, alongside JPMorgan Chase, Bank of America, and Citigroup.

The primary subsidiary of the company is Wells Fargo Bank, N.A., a national bank that designates its main office at its Sioux Falls, South Dakota location. It ranks as the fourth-largest bank in the United States by total assets and also stands out as one of the largest banks based on deposits and market capitalization. With a network of 8,050 branches and 13,000 automated teller machines, as well as 2,000 stand-alone mortgage branches, it is the second-largest retail mortgage originator in the U.S., responsible for originating one out of every four home loans, and services $1.8 trillion in home mortgages, making it one of the largest servicing portfolios in the nation. Additionally, it is recognized as one of the most valuable banking brands, ranking 47th on the Fortune 500 list of the largest U.S. companies.

Beyond traditional banking, Wells Fargo offers equipment financing through subsidiaries like Wells Fargo Rail and provides investment management and brokerage services. A core aspect of Wells Fargo's business approach is cross-selling, which involves encouraging existing customers to acquire additional banking services. This strategy led to the infamous Wells Fargo cross-selling scandal.

The company maintains international offices in cities including London, Dublin, Paris, Milan, Dubai, Singapore, Tokyo, Shanghai, Beijing, and Toronto, among others. Its back-office operations are located in India and the Philippines, employing more than 20,000 staff. Notably, Wells Fargo is the first major national U.S. bank to successfully undergo a unionization effort. As of 2024, 20 branch locations have joined Wells Fargo Workers United-CWA, a division of the Communications Workers of America, within less than a year.

Wells Fargo operates under Charter No. 1, the first national bank charter issued in the United States, which was granted to the First National Bank of Philadelphia on June 20, 1863, by the Office of the Comptroller of the Currency. The current entity known as Wells Fargo is the result of a merger between the original Wells Fargo & Company and Norwest Corporation, based in Minneapolis, in 1998. Following the merger, the combined company adopted the more recognizable Wells Fargo name and relocated to the Wells Fargo headquarters in San Francisco. At that time, Norwest’s banking subsidiary merged with Wells Fargo’s Sioux Falls-based banking unit, allowing Wells Fargo to become a coast-to-coast bank with the acquisition of Wachovia, based in Charlotte, in 2008.

High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 48.11.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 28.18%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 28.18%.
Overvalued
The company’s latest PE is 14.00, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 2.57B shares, decreasing 1.37% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 300.71M shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.19.

Financial Health

Currency: USD Updated2025-08-27

The company's current financial score is 6.31, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 20.00B, representing a year-over-year decrease of 3.05%, while its net profit experienced a year-over-year decrease of 7.03%.

Score

Industry at a Glance

Previous score
6.31
Change
0

Financials

6.48

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

4.18

Operational Efficiency

7.41

Growth Potential

8.22

Shareholder Returns

5.25

Valuation Dimension

Currency: USD Updated2025-08-27

The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 14.00, which is -7.21% below the recent high of 12.99 and 21.99% above the recent low of 10.92.

Score

Industry at a Glance

Previous score
6.40
Change
-0.8

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 74/524
No Data

Forecast

Currency: USD Updated2025-08-27

The company’s current earnings forecast score is 7.68, which is higher than the Banking & Investment Services industry's average of 7.34. The average price target for Wells Fargo & Co is 88.00, with a high of 95.00 and a low of 75.00.

Score

Industry at a Glance

Previous score
7.68
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 25 analysts
Buy
Current Rating
87.024
Target Price
+6.76%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

306
Total
4
Median
5
Average
Company name
Ratings
Analysts
Wells Fargo & Co
WFC
25
JPMorgan Chase & Co
JPM
26
Regions Financial Corp
RF
24
Bank of America Corp
BAC
24
US Bancorp
USB
24
PNC Financial Services Group Inc
PNC
24
1
2
3
...
61

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Momentum

Currency: USD Updated2025-08-27

The company’s current price momentum score is 9.52, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 85.08 and the support level at 78.03, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.14
Change
0.38

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
0.937
Neutral
RSI(14)
62.224
Neutral
STOCH(KDJ)(9,3,3)
88.258
Overbought
ATR(14)
1.651
Low Volatility
CCI(14)
214.428
Overbought
Williams %R
10.284
Overbought
TRIX(12,20)
-0.076
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
80.226
Buy
MA10
79.077
Buy
MA20
78.609
Buy
MA50
79.826
Buy
MA100
75.559
Buy
MA200
74.794
Buy

Institutional Confidence

Currency: USD Updated2025-08-27

The company’s current institutional recognition score is 7.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 80.10%, representing a quarter-over-quarter increase of 1.54%. The largest institutional shareholder is The Vanguard, holding a total of 300.71M shares, representing 9.39% of shares outstanding, with 2.75% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
299.39M
-0.36%
Fidelity Management & Research Company LLC
172.83M
+1.19%
BlackRock Institutional Trust Company, N.A.
154.55M
+2.93%
State Street Global Advisors (US)
141.79M
-0.17%
JP Morgan Asset Management
93.97M
-2.98%
Wellington Management Company, LLP
70.97M
-18.72%
Geode Capital Management, L.L.C.
73.53M
+3.15%
57.63M
-18.20%
Norges Bank Investment Management (NBIM)
47.92M
+6.39%
State Farm Insurance Companies
43.30M
-3.61%
1
2

Risk Assessment

Currency: USD Updated2025-08-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.64, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.24. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.64
Change
0
Beta vs S&P 500 index
1.24
VaR
+2.89%
240-Day Maximum Drawdown
+25.10%
240-Day Volatility
+34.92%
Return
Best Daily Return
60 days
+3.09%
120 days
+6.85%
5 years
+13.11%
Worst Daily Return
60 days
-5.48%
120 days
-9.12%
5 years
-9.12%
Sharpe Ratio
60 days
+1.79
120 days
+0.87
5 years
+1.06
Risk Assessment
Maximum Drawdown
240 days
+25.10%
3 years
+25.30%
5 years
+38.66%
Return-to-Drawdown Ratio
240 days
+2.13
3 years
+1.37
5 years
+1.26
Skewness
240 days
+0.50
3 years
+0.15
5 years
+0.15
Volatility
Realised Volatility
240 days
+34.92%
5 years
+32.30%
Standardised True Range
240 days
+2.25%
5 years
+1.63%
Downside Risk-Adjusted Return
120 days
+98.28%
240 days
+98.28%
Maximum Daily Upside Volatility
60 days
+17.78%
Maximum Daily Downside Volatility
60 days
+20.39%
Liquidity
Average Turnover Rate
60 days
+0.52%
120 days
+0.54%
5 years
--
Turnover Deviation
20 days
-19.33%
60 days
+1.79%
120 days
+6.41%

Peers

Currency: USD Updated2025-08-27
Wells Fargo & Co
Wells Fargo & Co
WFC
7.12 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.13 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.01 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
Synchrony Financial
SYF
7.98 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.97 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
7.93 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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