Wells Fargo & Company WFC SPXR3KFINANCIAL
Company Overview
Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The company's financial products and services includes checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. It also provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services; and financial solutions to private, family owned and public companies through products and services including banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. In addition, it offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.
Why Investors Should Care
Trades at a P/E of 13.1, below the sector median of 14.5.
Maintains a net profit margin of 27.2%.
Offers a dividend yield of 2.28%.
Recent Developments
- Dec 2025 Revenue of $83.70B (+1.7% YoY); net profit $21.34B.
- Trailing 12 Months Year-on-year growth — revenue +9.5%, earnings +25.0%.
- 5-Year Trend Long-term compounding — revenue CAGR -0.8%, profit CAGR 5.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -0.76% |
| 1 Year: | 9.50% |
Compounded Profit Growth
| 5 Years: | 5.90% |
| 1 Year: | 25.00% |
Stock Price Performance
| 1 Year: | +18.03% |
| 6 Months: | +13.16% |
| 3 Months: | +10.43% |
| 1 Month: | +3.31% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)64.30 · Neutral
P/E of 13.08 is below the sector median of 14.52 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 27.2%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Revenue declined at -0.8% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WFC Wells Fargo & Company SPXR3KFINANCIAL | 89.97 | 13.08 | $272.07B | 2.28% | - | 12.57% | -0.76% | 5.90% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2014 | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | 22.25B | 22.23B | 21.85B | 21.93B | 21.55B | 21.94B | 21.61B | 21.58B | 22.01B | 17.72B | 17.84B | 18.86B | - | - | - | - | - | - | - | - | - | - | - | - | - | 20.15B | 20.57B | 21.44B | 21.29B | 21.45B | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 9.48B | 9.61B | 10.47B | 10.27B | 10.35B | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.33B | 6.44B | 6.91B | 6.53B | 5.98B | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 522.00M | 916.00M | 1.30B | 1.10B | 691.00M | - |
| Net Income | 5.89B | 5.73B | 5.73B | 5.80B | 5.72B | 5.80B | 5.46B | 5.56B | 5.64B | 5.63B | 5.86B | 4.54B | 5.14B | 5.19B | 6.01B | 5.86B | 6.21B | 4.61B | 653.00M | -3.85B | 3.22B | 4.64B | 6.04B | 5.12B | 3.79B | 3.14B | 3.59B | 4.99B | 4.94B | 5.77B | 4.62B | 4.91B | 5.11B | - | 4.89B | 5.49B | 5.59B | 5.36B | 5.25B | 6.41B |
| Diluted EPS | 1.05 | 1.01 | 1.02 | 1.04 | 1.03 | 1.05 | 0.99 | 1.01 | 1.03 | 1.03 | 1.08 | 0.83 | 0.96 | 0.98 | 1.13 | 1.20 | 1.30 | 0.92 | 0.01 | -1.01 | 0.70 | 1.02 | 1.38 | 1.17 | 0.91 | 0.75 | 0.86 | 1.23 | 1.25 | 1.48 | 1.20 | 1.33 | 1.42 | - | 1.39 | 1.60 | 1.66 | 1.62 | 1.60 | 2.00 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | 88.27B | 88.39B | 86.41B | 85.06B | - | - | 74.37B | 82.60B | 82.30B | 83.70B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 9.07B | 32.74B | 43.10B | 39.83B |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 15.63B | 21.64B | 23.36B | 25.20B |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.25B | 2.61B | 3.40B | 3.84B |
| Net Income | 8.06B | 2.65B | 12.28B | 12.36B | 15.87B | 18.90B | 21.88B | 23.06B | 22.89B | 21.94B | 22.18B | 22.39B | 19.71B | 3.38B | - | 13.68B | 19.14B | 19.72B | 21.34B |
| Diluted EPS | 2.38 | 0.70 | 1.75 | 2.21 | 2.82 | 3.36 | 3.89 | 4.10 | 4.12 | 3.99 | 4.10 | 4.28 | 4.09 | 0.43 | - | 3.14 | 4.83 | 5.37 | 6.26 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2006 | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 1.31T | 1.24T | 1.26T | 1.31T | 1.42T | 1.52T | 1.69T | 1.79T | 1.93T | 1.95T | 1.90T | 1.93T | 1.95T | - | 1.88T | 1.93T | 1.93T | 2.15T |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Cash & Equivalents | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 159.16B | 237.22B | 203.36B | 174.21B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 27.12B | 34.47B | 23.03B | 22.98B |
| Total Liabilities | - | - | 1.21T | 1.13T | 1.13T | 1.17T | 1.26T | 1.35T | 1.50T | 1.59T | 1.73T | 1.74T | 1.70T | 1.74T | 1.77T | - | 1.70T | 1.75T | 1.75T | 1.97T |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Long Term Debt | - | - | 267.16B | 203.86B | 156.98B | 125.35B | 127.38B | 153.00B | 183.94B | 199.54B | 255.08B | 225.02B | 229.04B | 228.19B | 212.95B | - | 174.85B | 207.57B | 173.08B | 174.71B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 195.39B | 219.47B | 175.78B | 193.03B |
| Total Equity | 46.00B | 47.89B | 99.08B | 111.79B | 126.41B | 140.24B | 157.55B | 170.14B | 184.39B | 193.00B | 199.58B | 206.94B | 196.17B | 187.15B | 184.68B | - | 180.23B | 185.74B | 179.12B | 181.12B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.48B | 5.48B | 5.48B | 5.48B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 9.29B | -4.79B | 28.61B | 18.77B | 13.66B | 58.54B | 57.64B | - | - | - | 18.62B | 36.07B | 6.73B | 2.05B | - | 27.05B | 40.36B | 3.04B | -19.00B |
| Investing Cash Flow | -77.35B | -18.16B | 71.78B | -3.67B | -35.04B | -139.89B | -153.49B | - | - | - | -13.15B | -7.75B | -29.63B | 122.55B | - | -42.48B | 16.04B | -15.65B | -187.90B |
| Financing Cash Flow | 67.79B | 31.95B | -97.08B | -26.13B | 24.77B | 83.77B | 93.91B | - | - | - | -10.92B | -70.98B | -9.14B | -1.24B | - | -59.65B | 20.49B | -21.53B | 177.59B |
| Capital Expenditure | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 27.05B | 40.36B | 3.04B | -19.00B |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -75.07B | 76.89B | -34.15B | -29.31B |
| Share Buybacks | 7.42B | 1.62B | 220.00M | 91.00M | 2.42B | 3.92B | 5.36B | 9.41B | 8.70B | 8.12B | 9.91B | 20.63B | 24.53B | 3.42B | 14.46B | 6.03B | 11.85B | 19.45B | 17.52B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | - | - | - | - | - | - | - | - | - | 24.9% | 25.1% | 25.9% | 23.2% | - | - | 18.4% | 23.2% | 24.0% | 25.5% |
| ROE % | 16.8% | 2.7% | 11.0% | 9.8% | 11.3% | 12.0% | 12.9% | 12.5% | 11.9% | 11.0% | 10.7% | 11.4% | 10.5% | 1.8% | - | 7.6% | 10.3% | 11.0% | 11.8% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.29% | 250.60M | $21.72B |
| 2 | Vanguard Capital Management LLC | 6.61% | 199.90M | $17.33B |
| 3 | FMR, LLC | 5.04% | 152.56M | $13.23B |
| 4 | State Street Corporation | 4.50% | 135.99M | $11.79B |
| 5 | JPMORGAN CHASE & CO | 3.78% | 114.24M | $9.90B |
| 6 | Capital Research Global Investors | 2.53% | 76.40M | $6.62B |
| 7 | Geode Capital Management, LLC | 2.44% | 73.89M | $6.41B |
| 8 | Vanguard Portfolio Management LLC | 2.05% | 62.03M | $5.38B |
| 9 | NORGES BANK | 1.83% | 55.49M | $4.81B |
| 10 | Morgan Stanley | 1.76% | 53.36M | $4.63B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WFC
Wells Fargo (WFC) Stock Looks Undervalued On Fair Value And Earnings
Wells Fargo stock has delivered a strong 137.3% return over the past 3 years, yet several valuation checks still suggest the shares may trade below an internally estimated intrinsic value. With both the Excess Returns model and market multi…
New Study Reveals More than Half of Americans Run Low on Money Before Payday; Benefits of Early Pay Banking Features.
A new survey released today by FinanceBuzz, as part of a sponsored content relationship with Wells Fargo, finds that while nearly 9 in 10 Americans (88%) celebrate payday, most also face real financial strain in the days leading up to it.…
Is Wells Fargo (WFC) a Buy as Wall Street Analysts Look Optimistic?
According to the average brokerage recommendation (ABR), one should invest in Wells Fargo (WFC). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic…
PG&E downgraded by Wells Fargo, BMO as California wildfire reform falls short
Investing.com -- PG&E Corp shares could face further pressure after Wells Fargo and BMO Capital Markets downgraded the utility following California lawmakers' failure to deliver meaningful reforms to the state's wildfire liability framework…
Wells Fargo Stock: Is WFC Underperforming the Financial Sector?
Wells Fargo has lagged the broader financial sector over the past year, but Wall Street remains cautiously bullish on the stock’s outlook.
Wells Fargo’s Fixed‑Income Moves and Dividends Could Be A Game Changer For Wells Fargo (WFC)
Earlier this month, Wells Fargo & Company completed and announced several fixed‑income offerings across 5‑ to 20‑year callable senior notes, alongside declaring quarterly cash dividends on six series of preferred stock payable on September …
WFC — Frequently Asked Questions
What is the current share price of Wells Fargo & Company (WFC)?
As of 2026-09-07 16:24 PDT, Wells Fargo & Company (WFC) trades at $89.97 on NYSE. Its 52-week range is $73.00 to $94.83.
What is the market capitalisation of WFC?
Wells Fargo & Company (WFC) has a market capitalisation of $272.07B on NYSE.
What is the P/E ratio of WFC?
WFC trades at a trailing price-to-earnings (P/E) ratio of 13.08. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 1.64.
Does WFC pay a dividend?
Wells Fargo & Company (WFC) currently offers a dividend yield of 2.28%.
What is the return on equity (ROE) of WFC?
WFC has a return on equity (ROE) of 12.57%.
Is WFC a good stock to buy?
This page provides a data-driven analysis of Wells Fargo & Company (WFC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.