Tema Etfs LLC Makes New Investment in Wells Fargo & Company $WFC

12 Jan 2026, 12:05 by Mitch Edgeman · The Markets Daily

Tema Etfs LLC purchased a new stake in Wells Fargo & Company (NYSE:WFC) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 63,522 shares of the financial services provider’s stock, valued at approximately $5,324,000.

A number of other institutional investors also recently modified their holdings of the business. Access Investment Management LLC bought a new stake in Wells Fargo & Company during the 2nd quarter valued at $25,000. McElhenny Sheffield Capital Management LLC purchased a new position in shares of Wells Fargo & Company in the second quarter valued at $27,000. Kilter Group LLC purchased a new position in shares of Wells Fargo & Company in the second quarter valued at $31,000. Nova Wealth Management Inc. raised its stake in shares of Wells Fargo & Company by 112.9% during the 2nd quarter. Nova Wealth Management Inc. now owns 428 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 227 shares during the period. Finally, PFS Partners LLC raised its stake in shares of Wells Fargo & Company by 55.0% during the 2nd quarter. PFS Partners LLC now owns 482 shares of the financial services provider’s stock valued at $39,000 after purchasing an additional 171 shares during the period. 75.90% of the stock is currently owned by hedge funds and other institutional investors.

Wells Fargo & Company Stock Up 0.4%

WFC stock opened at $95.94 on Monday. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.07. The company’s 50 day moving average is $89.74 and its 200 day moving average is $84.49. The stock has a market cap of $301.17 billion, a price-to-earnings ratio of 15.78, a price-to-earnings-growth ratio of 0.88 and a beta of 1.09. Wells Fargo & Company has a 1-year low of $58.42 and a 1-year high of $97.76.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last announced its earnings results on Tuesday, October 14th. The financial services provider reported $1.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.55 by $0.18. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The business had revenue of $21.44 billion during the quarter, compared to analyst estimates of $21.11 billion. During the same period in the previous year, the business posted $1.42 earnings per share. Wells Fargo & Company’s revenue for the quarter was up 5.3% on a year-over-year basis. Sell-side analysts predict that Wells Fargo & Company will post 5.89 EPS for the current fiscal year.

Wells Fargo & Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Friday, November 7th were given a $0.45 dividend. The ex-dividend date was Friday, November 7th. This represents a $1.80 annualized dividend and a yield of 1.9%. Wells Fargo & Company’s payout ratio is 29.61%.

Key Wells Fargo & Company News

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

Positive Sentiment: Zacks and other previews expect rising NII and solid loan demand for Q4, supporting the view that Wells Fargo could beat estimates again — a catalyst for upside if confirmed when results arrive. Should You Buy, Hold or Sell Wells Fargo Stock Ahead of Q4 Earnings?
Positive Sentiment: Zacks and other analysts highlight WFC’s strong earnings-surprise history and expect the bank to have the earnings mix that supports another beat — positive for near-term sentiment. Will Wells Fargo (WFC) Beat Estimates Again in Its Next Earnings Report?
Positive Sentiment: TD Cowen published a bullish forecast calling for strong price appreciation, which may attract momentum buyers and support the rally. TD Cowen Forecasts Strong Price Appreciation for WFC
Positive Sentiment: Seeking Alpha’s preview argues WFC’s rerating is largely complete and that execution and fee-based revenue strength support a higher valuation target — a constructive medium-term thesis. Wells Fargo Preview Q4 2025
Neutral Sentiment: Zacks published a detailed piece on Wall Street projections for WFC’s Q4 metrics (NII, loans, fees and credit metrics) — useful for traders sizing expectations but not an immediate price driver by itself. Insights Into Wells Fargo Q4
Neutral Sentiment: Wells Fargo research published sector notes (on Walmart and Nucor) and added Merck to a tactical list — signals that WFC’s research desk is active but these items are indirect to WFC equity moves. Wells Fargo Sees Opportunity at Walmart
Neutral Sentiment: Wells Fargo economists flagged a likely rebound in December CPI after a shutdown-distorted November — a macro note that could influence rate expectations and bank NII, but its net effect is ambiguous. December CPI rebound expected
Negative Sentiment: Robert W. Baird reiterated an Underperform/low-rating for WFC and related coverage noted downgrades; bearish notes can pressure the stock by discouraging institutional buyers. Baird Reiterates Underperform
Negative Sentiment: Baird R W cut WFC to “Strong Sell” in a separate note, creating a counterweight to bullish expectations and increasing near-term volatility. WFC Cut to Strong Sell at Baird R W
Negative Sentiment: Some previews warn of lower non-interest income and potential asset-quality pressure that could blunt upside even if NII rises — a key risk for the upcoming report. Should You Buy, Hold or Sell WFC Ahead of Q4?

Analyst Upgrades and Downgrades

Several brokerages have commented on WFC. Cfra Research upgraded Wells Fargo & Company to a “moderate buy” rating in a research note on Wednesday, October 15th. TD Cowen increased their price target on shares of Wells Fargo & Company from $93.00 to $102.00 and gave the stock a “hold” rating in a report on Wednesday, January 7th. Weiss Ratings upgraded shares of Wells Fargo & Company from a “hold (c)” rating to a “buy (b)” rating in a research report on Wednesday, October 8th. Wall Street Zen raised shares of Wells Fargo & Company from a “sell” rating to a “hold” rating in a research note on Saturday, October 4th. Finally, Robert W. Baird reaffirmed an “underperform” rating and set a $90.00 target price on shares of Wells Fargo & Company in a report on Tuesday, January 6th. Twelve equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Wells Fargo & Company currently has an average rating of “Hold” and a consensus target price of $93.91.

Get Our Latest Stock Report on WFC

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.