Yahoo · Sep 15, 2026
Wells Fargo Delivers Stark Warning as S&P 500 Could Drop 10%
S&P 500 Faces Fresh Downside as Wells Fargo Cuts Year-End Target

NYSE · WFC
Financial Services · Banks - Diversified
$89.72
Up+$1.01 (+1.14%)
Updated Sep 16, 2026, 12:01 PM
SID Score
7.7/10
Composite research score
Smart Money
60/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
WFC closed at $89.72 after 20 trading sessions, up 2.65% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $90.52 | $91.99 | $87.91 | $89.72 | 15.94M |
| Sep 14, 2026 | $90.165 | $90.48 | $87.3831 | $88.71 | 15.73M |
| Sep 11, 2026 | $90.74 | $91.16 | $89.755 | $90.29 | 12.93M |
| Sep 10, 2026 | $89.65 | $89.99 | $88.645 | $89.45 | 13.09M |
| Sep 9, 2026 | $87.56 | $89.94 | $87.2001 | $89.67 | 14.58M |
| Sep 8, 2026 | $89.635 | $89.73 | $87.96 | $87.96 | 9.75M |
| Sep 4, 2026 | $88.75 | $90.13 | $88.73 | $89.97 | 8M |
| Sep 3, 2026 | $89.80 | $90.34 | $88.68 | $89.19 | 13.21M |
| Sep 2, 2026 | $87.75 | $90.09 | $87.58 | $89.27 | 20.6M |
| Sep 1, 2026 | $86.44 | $87.94 | $86.01 | $87.04 | 19.32M |
| Aug 31, 2026 | $86.29 | $87.09 | $85.88 | $86.39 | 19.13M |
| Aug 28, 2026 | $85.41 | $86.72 | $85.20 | $86.69 | 12.02M |
| Aug 27, 2026 | $84.755 | $85.29 | $83.72 | $84.97 | 10.85M |
| Aug 26, 2026 | $84.99 | $85.585 | $84.10 | $85.23 | 9.9M |
| Aug 25, 2026 | $84.98 | $85.15 | $83.88 | $84.79 | 8.99M |
| Aug 24, 2026 | $84.215 | $85.68 | $84.02 | $84.72 | 7.95M |
| Aug 21, 2026 | $84.50 | $85.00 | $83.48 | $83.84 | 13.3M |
| Aug 20, 2026 | $85.62 | $85.67 | $83.62 | $83.70 | 13.73M |
| Aug 19, 2026 | $87.41 | $87.41 | $85.5845 | $85.94 | 10.69M |
| Aug 18, 2026 | $88.30 | $88.30 | $86.854 | $87.40 | 8.22M |
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WFC research
Company profile and research snapshot.
Wells Fargo is one of the largest banks in the United States, with approximately $2.0 trillion in balance-sheet assets. The company has four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. It is almost entirely focused on the US market.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 29, 2026 | JP Morgan | Neutral | — |
| Jul 15, 2026 | Baird | Neutral | — |
| Jul 15, 2026 | Keefe, Bruyette & Woods | Market Perform | — |
| Jul 8, 2026 | Raymond James | Market Perform | — |
| Jul 7, 2026 | B of A Securities | Buy | — |
No generated briefing is available yet.
Yahoo · Sep 15, 2026
S&P 500 Faces Fresh Downside as Wells Fargo Cuts Year-End Target
Yahoo · Sep 15, 2026
Wells Fargo & Company (NYSE:WFC) Chief Financial Officer Mike Santomassimo said the bank continues to see strong consumer spending, healthy credit trends and expanding business activity as it pursues growth following the removal of its asset cap. Speaking at a financial conference, Santomassimo sai
Yahoo · Sep 15, 2026
Investing.com -- Wells Fargo CFO Mike Santomassimo said Tuesday that the bank’s loan growth will likely surpass its full-year 2026 guidance. He made the remarks while speaking at the Barclays Global Financial Services Conference.
SeekingAlpha · Sep 15, 2026
Wells Fargo & Company (WFC) Barclays 24th Annual Global Financial Services Conference September 15, 2026 8:15 AM EDTCompany ParticipantsMichael...
Interpretive context generated from the platform’s current data sources.
Wells Fargo & Company shares traded at $88.70, reflecting a decline of 0.58% in the most recent session, per SID market data. Despite the daily pullback, the stock has demonstrated notable momentum over the intermediate term, gaining 9.58% over the past three months and 1.53% over the trailing one-month period. On a twelve-month basis, WFC has posted a modest decline of 0.44%, indicating relative stagnation on a longer horizon. The stock currently trades above both its 50-day moving average of $87.08 and its 200-day moving average of $84.12, suggesting a technically constructive positioning according to Massive/Polygon data. However, the 14-day relative strength index sits at 76.5, placing WFC in overbought territory by conventional technical standards. The company maintains a market capitalization of approximately $301.1 billion, with average daily trading volume of roughly 14.6 million shares. WFC carries a beta of 1.108, indicating slightly above-market sensitivity to broad equity movements.
Wells Fargo currently trades at a price-to-earnings ratio of 13.98, which remains below the broader S&P 500 average, consistent with the Financial Services sector's historically lower valuation multiples, per SID market data. The stock's PEG ratio stands at 3.30, suggesting that the current earnings multiple is elevated relative to projected earnings growth rates according to SEC filings. WFC's price-to-book ratio of 1.63 indicates the market values the company at a modest premium to its book value, a relevant metric for evaluating large banking institutions. The company offers shareholders a dividend yield of approximately 1.84%, providing an income component to total returns. Taken together, these valuation metrics position Wells Fargo as moderately priced within its peer group on an earnings basis, though the elevated PEG ratio indicates that growth expectations may not fully justify the current multiple. Investors should note that banking sector valuations are inherently influenced by interest rate dynamics and credit cycle positioning.
Wells Fargo's composite smart money score registers at 60 out of 100, generating a neutral overall signal per SID market data. The institutional component scores a maximum 25 out of 25, reflecting robust and sustained demand from large asset managers in recent 13F institutional filings. The insider trading component is similarly strong at 22 out of 25, supported by five insider transactions over the past 90 days, of which four were purchases and only one was a sale, according to SEC Form 4 filings. This insider buying pattern suggests that company executives and directors have demonstrated confidence in the stock at current price levels. In contrast, dark pool activity scored a modest 9.4 out of 25, indicating relatively subdued off-exchange institutional accumulation. Congressional trading activity contributed a low score of 4.0 out of 25, reflecting minimal recent purchasing by members of Congress. The divergence between strong insider and institutional conviction and weaker dark pool and congressional signals explains the aggregate neutral reading, with the most direct corporate insiders showing the most favorable positioning toward WFC shares.
Wells Fargo delivered a strong earnings result in its most recently reported quarter, posting actual earnings per share of $1.96 against a consensus analyst estimate of $1.71, representing a positive surprise of $0.25 per share, or approximately 14.6%, according to company earnings reports. This beat demonstrates continued execution on revenue generation and expense management initiatives. Looking ahead, analysts project earnings of $1.84 per share for the upcoming quarter with results expected on October 13, 2026, per analyst estimates. The sequential decline in the estimate from the prior quarter's actual result may reflect anticipated seasonal patterns or normalization in certain revenue streams within the banking business. The magnitude of the recent earnings beat suggests that Wells Fargo's operational performance and net interest income trajectory have exceeded Street expectations. Investors will monitor whether the company can sustain above-consensus performance as forward quarters unfold amid evolving macroeconomic conditions and the regulatory landscape.
Recent Wall Street analyst activity on Wells Fargo reflects a predominantly cautious consensus, per SID consensus data. On July 29, 2026, JP Morgan reiterated its Neutral rating on WFC, maintaining its prior stance. Earlier that month, both Baird and Keefe, Bruyette & Woods also reiterated their respective Neutral and Market Perform ratings on July 15, signaling continued reservation among bank-focused research teams. Raymond James maintained its Market Perform rating on July 8, further reinforcing the hold-oriented consensus according to Wall Street analyst reports. The notable outlier is B of A Securities, which reiterated a Buy rating on July 7, representing the sole constructive call among the five most recent ratings actions. This pattern shows four of five recent analyst actions clustering at neutral-equivalent ratings, suggesting the Street largely views WFC as fairly valued near $88.70. The post-earnings reiteration of existing ratings — rather than upgrades following the $0.25 EPS beat — indicates analysts may already have the strong result priced into their models.


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