WFC WELLS FARGO & COMPANY/MN
BULLISH
Impact: 2/10
ANALYST-UPGRADE
13 firms acted on WFC: Jefferies, Baird, Freedom Broker, CICC, Baird, Morgan Stanley, Raymond James, Piper Sandler, RBC Capital, Truist Securities, Phillip Securities, Wolfe Research, Deutsche Bank
Final — all horizons settled through T+60d ⚠ clustered
WFC ▼ -13.51% at T+60d
LONG call ✗ call lost -13.51% · α vs SPY -21.81% · entry $86.91 → $75.17
Currently $83.73 · -3.66% from $86.91 entry
T+1d
+0.59%
call +0.59% · α +0.39%
$87.42
settled 4mo ago
T+5d
-2.01%
call -2.01% · α -2.14%
$85.16
settled 4mo ago
T+20d
-12.82%
call -12.82% · α -11.00%
$75.77
settled 3mo ago
T+60d
-13.51%
call -13.51% · α -21.81%
$75.17
settled 5w ago
Price Chart
Loading chart...
Executive Summary
13 firms acted on WFC: Jefferies, Baird, Freedom Broker, CICC, Baird, Morgan Stanley, Raymond James, Piper Sandler, RBC Capital, Truist Securities, Phillip Securities, Wolfe Research, Deutsche Bank
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
2/10
Consensus & Targets
Buy / Strong Buy
22 (73%)
Hold
8
Sell / Strong Sell
0
Total Analysts
22
Mean PT
$96.11
Median PT
$95.50
High PT
$113.00
Low PT
$85.00
Current Price
$77.54
Implied Upside
+24%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-30 | JP Morgan | maintain | Neutral | $86.50 |
| 2026-04-15 | Piper Sandler | reiterate | Overweight | $94.00 |
| 2026-04-15 | Keefe, Bruyette & Woods | maintain | Market Perform | $98.00 |
| 2026-04-15 | Barclays | maintain | Overweight | $108.00 |
| 2026-04-07 | JP Morgan | maintain | Neutral | $91.00 |
| 2026-04-06 | Evercore ISI Group | maintain | Outperform | $95.00 |
| 2026-03-31 | Morgan Stanley | maintain | Equal-Weight | $100.00 |
| 2026-03-26 | Jefferies | initiate | Buy | $100.00 |
| 2026-03-23 | Goldman Sachs | maintain | Buy | $93.00 |
| 2026-03-17 | Truist Securities | maintain | Buy | $94.00 |
Firm Track Record — Baird
Baird accuracy: 54% on 2555 calls | avg return: 4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| B of A Securities | 100% | 3/3 | 9.1% | top tier |
| Piper Sandler | 100% | 5/5 | 18.8% | top tier |
| RBC Capital | 100% | 2/2 | 10.7% | top tier |
| Raymond James | 100% | 3/3 | 14.8% | top tier |
| Evercore ISI Group | 82% | 9/11 | 13.2% | top tier |
| Morgan Stanley | 78% | 7/9 | 12.5% | top tier |
| Citigroup | 75% | 3/4 | 6.6% | top tier |
| Goldman Sachs | 67% | 4/6 | 6% | top tier |
| UBS | 50% | 1/2 | 5% | below average |
| Barclays | 50% | 2/4 | 1.5% | below average |
Earnings Estimates
Next earnings: Jul 14, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $6.98 | $6.85 — $7.11 | $87.8B | ↑1 ↓0 |
| 0q | $1.70 | $1.60 — $1.83 | $21.8B | ↑1 ↓0 |
| +1y | $7.87 | $7.42 — $8.12 | $91.9B | ↑0 ↓0 |
| +1q | $1.81 | $1.65 — $1.87 | $22.2B | ↑0 ↓0 |
Cross-Platform Signals
Congressional
Lloyd Smucker (republican) — sell $15,001 - $50,000
Congressional
Mark Warner (democrat) — buy $1,001 - $15,000
Congressional
Mark Warner (democrat) — buy $1,001 - $15,000
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (736.4%)
Institutional
Mawer Investment Management Ltd. — doubled (177.7%)
Institutional
NORGES BANK — new
Short Interest
Short: 2,759,174 | Exempt: 3,741 | TRF Vol: 5,011,002 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
25 reports for WFC
25%
Hit rate
best @ T+1▲ +0.21%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $86.91 $85.16 | ▼ −2.01% | ▼ −2.14% | $83.73 (−3.66%) |
|
May 29, 2026
15d ago
|
Court Ruling
| $77.52 $78.68 | ▲ +1.50% | ▲ +1.79% | $83.73 (+8.02%) |
|
May 28, 2026
16d ago
|
Court Ruling
| $76.62 $78.68 | ▲ +2.69% | ▲ +2.74% | $83.73 (+9.28%) |
|
May 28, 2026
16d ago
|
Court Ruling
| $76.62 $78.68 | ▲ +2.69% | ▲ +2.74% | $83.73 (+9.28%) |
|
May 28, 2026
16d ago
|
Court Ruling
| $76.62 $78.68 | ▼ −2.69% | ▼ −2.74% | $83.73 (−9.28%) |
|
May 18, 2026
26d ago
|
Court Ruling
| $74.39 $77.52 | ▼ −4.21% | ▼ −2.59% | $83.73 (−12.56%) |
|
May 15, 2026
29d ago
|
Court Ruling
| $73.41 $76.51 | ▲ +4.22% | ▲ +3.26% | $83.73 (+14.06%) |
|
May 13, 2026
4w ago
|
Court Ruling
| $73.52 $75.78 | ▲ +3.07% | ▲ +3.21% | $83.73 (+13.89%) |
|
May 12, 2026
4w ago
|
Court Ruling
| $75.17 $74.37 | ▼ −1.06% | ▼ −1.14% | $83.73 (+11.39%) |
|
May 11, 2026
4w ago
|
13F-HR
| $18.93 $18.53 | ▼ −2.11% | ▼ −2.02% | $83.73 (+342.31%) |
Showing 10 of 25
US Market Status
Market Closed — Opens Mon (48h 16m)
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access