Integrated Investment Consultants LLC Grows Position in Wells Fargo & Company $WFC

18 May 2026, 07:54 by Scott Moore · The Cerbat Gem

Integrated Investment Consultants LLC grew its stake in shares of Wells Fargo & Company (NYSE:WFC) by 96.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,913 shares of the financial services provider’s stock after purchasing an additional 9,303 shares during the quarter. Integrated Investment Consultants LLC’s holdings in Wells Fargo & Company were worth $1,763,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Navalign LLC purchased a new stake in shares of Wells Fargo & Company during the fourth quarter valued at approximately $26,000. Joseph Group Capital Management purchased a new stake in shares of Wells Fargo & Company during the fourth quarter valued at approximately $28,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company during the third quarter valued at approximately $27,000. Grey Fox Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company during the third quarter valued at approximately $30,000. Finally, Imprint Wealth LLC purchased a new stake in shares of Wells Fargo & Company during the third quarter valued at approximately $31,000. Hedge funds and other institutional investors own 75.90% of the company’s stock.

Insider Activity

In other news, EVP Ellen R. Patterson sold 60,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the completion of the transaction, the executive vice president directly owned 169,496 shares in the company, valued at $14,813,950.40. This trade represents a 26.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Bridget E. Engle sold 30,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $87.10, for a total value of $2,613,000.00. Following the transaction, the executive vice president owned 83,478 shares of the company’s stock, valued at $7,270,933.80. The trade was a 26.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 115,000 shares of company stock worth $10,050,000 over the last three months. 0.14% of the stock is currently owned by corporate insiders.

Key Wells Fargo & Company News

Here are the key news stories impacting Wells Fargo & Company this week:

Negative Sentiment: JPMorgan reiterated a Hold rating on Wells Fargo and cut its price target to $86.50 from $91, reinforcing a more cautious near-term outlook for the stock. Wells Fargo (WFC) Stock Expected To Stay Under Pressure In The Short Term
Neutral Sentiment: Wells Fargo announced cash dividends on six series of preferred stock, a routine capital return update that should not materially change the near-term outlook for common shares. Wells Fargo & Company Declares Cash Dividends on Preferred Stock
Neutral Sentiment: Commentary around Wells Fargo’s post-earnings performance noted that the stock remains below its recent levels after the company’s latest results, with investors still assessing whether revenue growth can offset higher compensation and technology costs. Wells Fargo Revenues Are Rising, But Can It Bend the Cost Curve?
Neutral Sentiment: Wells Fargo’s economists changed their view on the timing of the next Fed rate cut, highlighting uncertainty around inflation and interest-rate expectations that could influence bank earnings and net interest income. Wells Fargo sees writing on the wall about the next Fed rate cut
Negative Sentiment: Broader financial stocks weakened in the latest session, which may be adding pressure to Wells Fargo as part of a sector-wide move lower. Sector Update: Financial Stocks Fall Wednesday

Wall Street Analyst Weigh In

A number of analysts recently commented on WFC shares. Keefe, Bruyette & Woods dropped their price target on Wells Fargo & Company from $101.00 to $98.00 and set a “market perform” rating for the company in a research note on Wednesday, April 15th. Phillip Securities raised Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research note on Thursday, May 7th. HSBC raised Wells Fargo & Company from a “hold” rating to a “buy” rating and set a $94.00 price target for the company in a research note on Wednesday, April 1st. UBS Group reaffirmed a “buy” rating and issued a $113.00 price target on shares of Wells Fargo & Company in a research note on Wednesday, February 4th. Finally, Jefferies Financial Group started coverage on Wells Fargo & Company in a research note on Thursday, March 26th. They issued a “buy” rating and a $100.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, Wells Fargo & Company currently has a consensus rating of “Moderate Buy” and a consensus price target of $97.53.

Check Out Our Latest Report on WFC

Wells Fargo & Company Price Performance

Shares of NYSE:WFC opened at $73.46 on Monday. Wells Fargo & Company has a 1-year low of $71.89 and a 1-year high of $97.76. The company has a debt-to-equity ratio of 1.12, a current ratio of 0.90 and a quick ratio of 0.90. The business has a fifty day moving average price of $79.30 and a 200-day moving average price of $85.63. The company has a market capitalization of $224.79 billion, a PE ratio of 11.34, a PEG ratio of 0.86 and a beta of 0.96.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.02. Wells Fargo & Company had a return on equity of 13.27% and a net margin of 17.26%.The firm had revenue of $11.62 billion during the quarter, compared to the consensus estimate of $21.85 billion. During the same period last year, the company earned $1.39 earnings per share. The company’s revenue was up 6.4% on a year-over-year basis. As a group, equities analysts expect that Wells Fargo & Company will post 6.82 EPS for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Friday, May 8th will be issued a dividend of $0.45 per share. The ex-dividend date is Friday, May 8th. This represents a $1.80 annualized dividend and a dividend yield of 2.5%. Wells Fargo & Company’s dividend payout ratio (DPR) is presently 27.78%.

Wells Fargo & Company Profile

(Free Report)

Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.

Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.

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