Jan. 12 at 3:45 AM
$WFC "Heads up alert! Only three days until Upcoming earnings on Wednesday, 1/14/2026 for
$WFC
Neutral (5.5)
Wells Fargo (WFC) has shown a mixed performance in recent months, with the stock currently trading at approximately
$94.29, reflecting an 18% return over the last 90 days and a robust 40% increase over the past year.
Key financial metrics indicate a P/E ratio of around 11.5, which is competitive compared to industry peers like Bank of America (BAC) and Citigroup (C), suggesting that WFC may still offer value despite its recent rally.
Analysts forecast a modest EPS growth of 5% for the upcoming quarter, which aligns with expectations for a slight increase in net interest income (NII) driven by solid loan demand.
However, concerns about lower non-interest income and asset quality pressures could temper investor sentiment.
Revenue forecasts suggest a conservative growth rate of around 6.94%, slightly down from previous estimates, reflecting a cautious outlook amid rising consumer credit stress in the broader banking sector.
Looking ahead, Wells Fargo is set to announce its fourth-quarter earnings on January 14, 2026, with analysts projecting low single-digit earnings growth.
The historical performance of Wells Fargo during earnings seasons has been strong, often exceeding analyst expectations.
The consensus among analysts remains cautiously optimistic, with many expecting the bank to benefit from the recent removal of the Federal Reserve's asset cap, which could enhance its operational flexibility and capital deployment strategies.
Moreover, the bank's strategic moves, including a
$40 billion share repurchase program, are likely to support shareholder value in the long term.
The financial sector as a whole has been performing robustly, with major banks nearing record highs as they capitalize on favorable interest rate environments and improving economic conditions.
However, the sector faces challenges such as tightening regulations and rising loan losses, which could limit upside potential.
Overall, while Wells Fargo's recent performance has been strong, the mixed signals from upcoming earnings and broader market conditions suggest a neutral stance for investors considering positions in WFC.
- Funds were net buyers of
$WFC during the previous reporting quarter.
- Funds with large holdings in
$WFC include:
- Aristotle Capital Management LLC, MV:
$823MM. Fund Rank: 72%
www.aristotlecap.com
- Davis Selected Advisors LP, MV:
$653MM. Fund Rank: 80%
- Canada Pension , MV:
$423MM. Fund Rank: 76%
- Adage Capital P, MV:
$234MM. Fund Rank: 86%
www.adagecapital.com
- Daily Journal Corporation, MV:
$118MM. Fund Rank: 79%
- Last 10 days performance: 3%
- Last 30 days performance: 3%
- Last 90 days performance: 22%
Some of the latest news articles:
- Title: Dow Jones Futures Fall; JPMorgan, Goldman, Delta, Taiwan Semi Ahead
Publication Date: 1/12/2026 12:48:26 AM, Source: yahoo
URL: https://finance.yahoo.com/m/4b46cb61-5537-3f77-8a86-2784a83a1040/dow-jones-futures-fall%3B.html?.tsrc=rss
- Title: Wells Fargo Updates 2026 Assumptions, Lowers General Mills (GIS) Price Target
Publication Date: 1/11/2026 9:56:18 PM, Source: yahoo
URL: https://finance.yahoo.com/news/wells-fargo-updates-2026-assumptions-215618347.html?.tsrc=rss
- Title: Wells Fargo Cuts Clorox (CLX) Price Target as 2026 Staples Models Are Updated
Publication Date: 1/11/2026 9:36:44 PM, Source: yahoo
URL: https://finance.yahoo.com/news/wells-fargo-cuts-clorox-clx-213644061.html?.tsrc=rss
- Title: Dow Jones Futures Loom; JPMorgan, Goldman, Delta, Taiwan Semi Ahead
Publication Date: 1/11/2026 7:35:45 PM, Source: yahoo
URL: https://finance.yahoo.com/m/4b46cb61-5537-3f77-8a86-2784a83a1040/dow-jones-futures-loom%3B.html?.tsrc=rss
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