WFC WELLS FARGO & COMPANY/MN

NEUTRAL Impact: 4/10 DEFA14A
Horizon months Filed Apr 17, 2026 Processed 1mo ago SEC 0000072971-26-000215
Proxy solicitation materials
Latest settled — T+20d
WFC-PA ▼ -3.29% at T+20d
NEUTRAL call ✗ call lost -3.29% · α vs SPY -7.49% · entry $19.16 → $18.53
Next anchor: T+60d in 4w
Currently $83.73 · +337.00% from $19.16 entry
Entry anchored
Apr 17, 2026
via day open
T+1d
-0.68%
call -0.68% · α -0.03%
$19.03
settled 8w ago
T+5d
-0.44%
call -0.44% · α -1.36%
$19.08
settled 7w ago
T+20d
-3.29%
call -3.29% · α -7.49%
$18.53
settled 29d ago
T+60d
call — · α —
in 4w

Price Chart

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Executive Summary

Wells Fargo is holding its 2026 shareholder meeting, where management recommends voting for all its proposals, including the election of 12 directors, approval of executive compensation, and a special equity award for CEO Charlie Scharf. The company highlights its improved financial performance and the lifting of the asset cap as key achievements.

Actionable Insight

Investors should consider the long-term impact of the special equity award for the CEO and the board's recommendations on executive compensation. The lifting of the asset cap is a positive regulatory development that could enable future growth.

Key Facts

  • Wells Fargo is holding its 2026 shareholder meeting.
  • Management is recommending shareholders vote for all 12 director nominees.
  • The board is recommending approval of executive compensation (Say on Pay).
  • A special equity award of approximately $60 million is being granted to CEO Charlie Scharf.
  • The board is recommending against all shareholder proposals.
  • Wells Fargo achieved key regulatory milestones in 2025, including the lifting of the asset cap.
  • The company reported strong 2025 financial performance with $83.7B in revenue and $21.3B in net income.

Financial Impact

The special equity award for CEO Charlie Scharf is valued at approximately $60 million.

executive compensationstock-based compensation

Risk Factors

  • The special equity award for the CEO may be viewed negatively by some shareholders concerned about executive compensation.
  • The board's opposition to all shareholder proposals could indicate a lack of responsiveness to shareholder concerns.

Market Snapshot

Exchange
NYSE
Sector
National Commercial Banks

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0000072971-26-000215
Document: 0000072971-26-000215-index-headers.html0000072971-26-000215
Document: 0000072971-26-000215-index.html0000072971-26-000215
Document: 0000072971-26-000215.txt0000072971-26-000215
25 reports for WFC
Performance horizon
40% Hit rate 2 of 5 directional calls best @ T+1▲ +0.59%May 31, 2026
Filters
Rows
Reports for WFC — sortable, filterable
Type Now
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$86.91 $85.16▼ −2.01%▼ −2.14%$83.73 (−3.66%)
May 29, 2026
15d ago
Court Ruling
NEUTRAL ★ 1/10
$77.52 $78.68▲ +1.50%▲ +1.79%$83.73 (+8.02%)
May 28, 2026
16d ago
Court Ruling
NEUTRAL ★ 1/10
$76.62 $78.68▲ +2.69%▲ +2.74%$83.73 (+9.28%)
May 28, 2026
16d ago
Court Ruling
NEUTRAL ★ 2/10
$76.62 $78.68▲ +2.69%▲ +2.74%$83.73 (+9.28%)
May 28, 2026
16d ago
Court Ruling
BEARISH ★ 4/10
$76.62 $78.68▼ −2.69%▼ −2.74%$83.73 (−9.28%)
May 18, 2026
26d ago
Court Ruling
BEARISH ★ 4/10
$74.39 $77.52▼ −4.21%▼ −2.59%$83.73 (−12.56%)
May 15, 2026
29d ago
Court Ruling
NEUTRAL ★ 1/10
$73.41 $76.51▲ +4.22%▲ +3.26%$83.73 (+14.06%)
May 13, 2026
4w ago
Court Ruling
NEUTRAL ★ 1/10
$73.52 $75.78▲ +3.07%▲ +3.21%$83.73 (+13.89%)
May 12, 2026
4w ago
Court Ruling
BULLISH ★ 4/10
$75.17 $74.37▼ −1.06%▼ −1.14%$83.73 (+11.39%)
May 11, 2026
4w ago
13F-HR
NEUTRAL ★ 3/10
$18.93 $18.53▼ −2.11%▼ −2.02%$83.73 (+342.31%)
Showing 10 of 25

US Market Status

Market Closed — Opens Mon (49h 9m)

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