Wells Fargo & Co.

Wells Fargo & Co.

WFC

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Market Cap$264.55B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Wells Fargo & Co.Wells Fargo & Co.12.32.08%13%2.12.5

Earnings Call Q2 2026

July 14, 2026 - AI Summary

Strong Q2 earnings and broad-based growth (good) - Diluted EPS $2.00, up 25% YoY; net income $4.1B, up 17% YoY. - Revenue +9% YoY; every operating segment reported higher net interest income and noninterest income. - Net interest income (NII) +5% YoY; noninterest income +13% YoY (total noninterest income >$10B).
Net interest margin (NIM) headwind but expected stabilization (good with a caveat) - NIM declined 4 bps QoQ and has been pressured by growth in interest-bearing deposits and markets business growth (lower spread activity). - Management outlook: modest NIM compression in Q3, “broadly in line” with the Q2 decline, and stabilization in Q4 (i.e., not ongoing sharp deterioration expected). - Markets NII is inherently variable; they aim to keep it contained via balance sheet optimization and pacing.
Expense discipline continues; efficiency still a major driver (good) - Noninterest expense +2% YoY, but efficiency ratio improved to 60% (down 4 pts YoY). - Headcount down for 24 consecutive quarters; down 79k vs ~6 years ago, 15k vs last year, 3.5k vs prior quarter (supports cost control while funding growth). - Expense growth partly reflects revenue/incentive compensation and investment in tech/marketing/cyber, but non–revenue-related expenses declined YoY.

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$97.38

Target Price by Analysts

10.8% upsideWells Fargo Target Price DetailsTarget Price
$-1.90

Current Fair Value

102.2% downside

Overvalued by 102.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$264.55 Billion
Enterprise Value$520.32 Billion
Dividend Yield$1.80 (2.08%)
Earnings per Share$6.39
Beta0.92
Outstanding Shares3,049,505,000

Return

Return on Equity12.57%ROE
Return on Assets0.99%
Return on Invested Capital6.11%

Valuation & Multiples

P/E Ratio12.33P/E Ratio
PEG74.21PEG
Price to Sales2.09Price to Sales
Price to Book Ratio1.49Price to Book Ratio
Enterprise Value to Revenue4.03
Enterprise Value to EBIT19.04
Enterprise Value to Net Income22
Total Debt to Enterprise0.88
Debt to Equity2.55Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 21, 2026
EPS Estimate
$1.75
Average shareholder expectation
Revenue Estimate
$21.79 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 13, 2026
EPS Estimate
$1.84
Average shareholder expectation
Revenue Estimate
$22.35 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1376 15.27%
Total Calls294,300 98.98%
Total Puts334,800 99.10%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.84% 69.96%
Total Invested$7.45B 95.95%
Investors Holding1,332 1582.00%

ESG Score

No data

About Wells Fargo & Co.

258,700 employees
CEO: Charles Scharf

Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets and proudly serves one in three U.S. households and more than 10% of all middle market companies in the U.S. It provides a diver...

Relevant Senate Committees

Joint Committee on Taxation

As the body responsible for analyzing and scoring tax legislation, its reports and technical expertise directly influence corporate tax structures, capital investment credits, and the overall tax burden, profoundly impacting Wells Fargo's financial planning and operations.

Finance

This committee's control over taxation, trade, and entitlement spending directly impacts Wells Fargo's corporate tax burden and overall profitability, as well as the financial health and investment strategies of its clients and the broader economy.

Agriculture, Nutrition, and Forestry

This committee's oversight of the CFTC and its role in regulating the derivatives/futures market, as well as its current influence on classifying cryptocurrencies as digital commodities, directly impacts Wells Fargo's corporate and investment banking activities.

Banking, Housing, and Urban Affairs

This is the primary regulatory committee for Wells Fargo, directly overseeing the financial system, bank capital requirements, cryptocurrency regulation, and real estate markets, which are central to Wells Fargo's core business segments.

Foreign Relations

This committee's influence on U.S. foreign policy, sanctions legislation, and international banking access directly impacts Wells Fargo's global operations, corporate and investment banking, and the valuation of sovereign credit risks in its portfolio.