Wells Stock Analysis

WFC
 Stock
  

USD 39.17  0.54  1.36%   

The current slip in stock price may raise some interest from investors as it is trading at a share price of 39.17 on very low momentum in trading volume. The company directors and management have failed to build on market volatilities in June. However, diversifying your overall positions with Wells Fargo may protect your principal portfolio during upcoming market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.36. The current volatility is consistent with the ongoing market swings in June 2022 as well as with Wells Fargo unsystematic, company-specific events.
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The Wells Fargo stock analysis report makes it easy to digest most publicly released information about Wells Fargo and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Wells Stock analysis module also helps to analyze the Wells Fargo price relationship with some important fundamental indicators such as market cap and management efficiency.

Wells Stock Analysis Notes

About 74.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.94. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo has Price/Earnings To Growth (PEG) ratio of 1.34. The entity next dividend is scheduled to be issued on the 5th of May 2022. The firm had 2:1 split on the 14th of August 2006. Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. Wells Fargo operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 246577 people. For more information please call Charles Scharf at 866 249-3302 or visit www.wellsfargo.com.

Wells Fargo Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Wells Fargo's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Wells Fargo or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Wells Fargo generated a negative expected return over the last 90 days
Wells Fargo has high likelihood to experience some financial distress in the next 2 years
Wells Fargo has about 416.97 B in cash with (7.86 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 110.01, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Wells Fargo has a frail financial position based on the latest SEC disclosures
Roughly 74.0% of the company outstanding shares are owned by institutional investors
Latest headline from seekingalpha.com: Wells Fargo Stock Still Not A Good Idea - Seeking Alpha

Wells Fargo Upcoming and Recent Events

Earnings reports are used by Wells Fargo to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wells Fargo previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report13th of April 2022
Next Financial Report13th of July 2022
Next Fiscal Quarter End31st of March 2022
Next Fiscal Year End13th of January 2023
Last Quarter Report31st of December 2021
Last Financial Announcement31st of March 2021

Wells Largest EPS Surprises

Earnings surprises can significantly impact Wells Fargo's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2001-07-17
2001-06-300.01-0.0265-0.0365365 
2010-07-21
2010-06-300.480.550.0714 
2022-04-14
2022-03-310.80.880.0810 
View All Earnings Estimates

Wells Fargo Thematic Classifications

In addition to having Wells Fargo stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Momentum IdeaMomentum
Macroaxis long run momentum stocks
Dividend Beast IdeaDividend Beast
Solid, dividend-paying stocks and ETFs
Banks IdeaBanks
All money banks and credit services

Wells Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 150.51 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Wells Fargo's market, we take the total number of its shares issued and multiply it by Wells Fargo's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Wells Profitablity

Wells Fargo's profitability indicators refer to fundamental financial ratios that showcase Wells Fargo's ability to generate income relative to its revenue or operating costs. If, let's say, Wells Fargo is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Wells Fargo's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Wells Fargo's profitability requires more research than a typical breakdown of Wells Fargo's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 25.18 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large.
Last ReportedProjected for 2022
Return on Average Assets 1.10  1.24 
Return on Average Equity 11.57  12.37 
Return on Invested Capital 0.0196  0.0209 
Return on Sales 0.34  0.32 

Management Efficiency

The entity has Return on Asset of 1.15 % which means that on every $100 spent on asset, it made $1.15 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 12.08 %, implying that it generated $12.08 on every 100 dollars invested. Wells Fargo management efficiency ratios could be used to measure how well wells fargo manages its routine affairs as well as how well it operates its assets and liabilities. Wells Fargo Return on Average Assets are projected to slightly decrease based on the last few years of reporting. The past year's Return on Average Assets were at 1.10. The current year Return on Average Equity is expected to grow to 12.37, whereas Return on Sales is forecasted to decline to 0.32. Wells Fargo Revenue to Assets are projected to slightly decrease based on the last few years of reporting. The past year's Revenue to Assets were at 0.042302. The current year Asset Turnover is expected to grow to 0.05, whereas Total Assets are forecasted to decline to about 1748.3 B.
Last ReportedProjected for 2022
Book Value per Share 35.74  38.56 
Enterprise Value over EBIT 11.50  16.87 
Enterprise Value over EBITDA 10.53  13.84 
Price to Book Value 1.60  1.92 
Tangible Assets Book Value per Share 340.88  272.85 
Enterprise Value304.8 B258.8 B
Tangible Asset Value1713.1 B1848.3 B

Technical Drivers

As of the 1st of July, Wells Fargo maintains the market risk adjusted performance of (0.31), and Mean Deviation of 1.75. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wells Fargo, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to analyze and collect data for nineteen technical drivers for Wells Fargo, which can be compared to its rivals. Please check out Wells Fargo treynor ratio, as well as the relationship between the downside variance and kurtosis to decide if Wells Fargo is priced fairly, providing market reflects its latest price of 39.17 per share. Given that Wells Fargo has jensen alpha of (0.16), we strongly advise you to confirm Wells Fargo's prevalent market performance to make sure the company can sustain itself at a future point.

Wells Fargo Price Movement Analysis

The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Wells Fargo middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Wells Fargo. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Wells Fargo Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wells Fargo insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wells Fargo's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wells Fargo insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Michael Weinbach over a week ago via Macroaxis 
Exercise or conversion by Michael Weinbach of 73069 shares of Wells Fargo subject to Rule 16b-3
Derek Flowers over two weeks ago via Macroaxis 
Exercise or conversion by Derek Flowers of 4032 shares of Wells Fargo subject to Rule 16b-3
Kleber Santos over a month ago via Macroaxis 
Sale by Kleber Santos of 22700 shares of Wells Fargo
Kleber Santos over a month ago via Macroaxis 
Sale by Kleber Santos of 22700 shares of Wells Fargo
Norwood Felicia F over two months ago via Macroaxis 
Wells Fargo exotic insider transaction detected
Kyle Hranicky over three months ago via Macroaxis 
Exercise or conversion by Kyle Hranicky of 5010 shares of Wells Fargo subject to Rule 16b-3
Derek Flowers over three months ago via Macroaxis 
Exercise or conversion by Derek Flowers of 6200 shares of Wells Fargo subject to Rule 16b-3
Maria Morris over three months ago via Macroaxis 
Exercise or conversion by Maria Morris of 1384 shares of Wells Fargo subject to Rule 16b-3
Hranicky Kyle G over three months ago via Macroaxis 
Acquisition by Hranicky Kyle G of 7666 shares of Wells Fargo subject to Rule 16b-3
Hranicky Kyle G over three months ago via Macroaxis 
Exercise or conversion by Hranicky Kyle G of 14214 shares of Wells Fargo subject to Rule 16b-3
Charles Scharf over three months ago via Macroaxis 
Payment of 40152 shares by Charles Scharf of Wells Fargo subject to Rule 16b-3
Amanda Norton over six months ago via Macroaxis 
Payment of 14409 shares by Amanda Norton of Wells Fargo subject to Rule 16b-3

Wells Fargo Outstanding Bonds

Wells Fargo issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wells Fargo uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wells bonds can be classified according to their maturity, which is the date when Wells Fargo has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Wells Fargo Technical and Predictive Indicators

Wells Fargo Forecast Models

Wells Fargo time-series forecasting models is one of many Wells Fargo's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wells Fargo's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Wells Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Wells Fargo stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wells shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Wells Fargo. By using and applying Wells Stock analysis, traders can create a robust methodology for identifying Wells entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.50  0.51 
Gross Margin 0.90  0.89 
Profit Margin 26.15  25.61 
Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. Wells Fargo operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 246577 people.

Current Wells Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Wells analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Wells analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
60.08Buy12Odds
Wells Fargo current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Wells analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Wells stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Wells Fargo, talking to its executives and customers, or listening to Wells conference calls.
Wells Analyst Advice Details

Wells Stock Analysis Indicators

Wells Fargo stock analysis indicators help investors evaluate how Wells Fargo stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Wells Fargo shares will generate the highest return on investment. By understating and applying Wells Fargo stock analysis, traders can identify Wells Fargo position entry and exit signals to maximize returns.
Trailing Annual Dividend Rate0.75
Fifty Two Week Low36.54
Revenue Growth-6.10%
Payout Ratio15.59%
Average Daily Volume Last 10 Day30.64M
Shares Short Prior Month36.2M
Average Daily Volume In Three Month25.79M
Earnings Growth-13.70%
Shares Percent Shares Out0.91%
Earnings Quarterly Growth-20.80%
Forward Price Earnings7.65
Short Percent Of Float0.91%
Float Shares3.79B
Fifty Two Week High60.30
Fifty Day Average43.19
Two Hundred Day Average48.82
Enterprise Value To Revenue-0.44
Trailing Annual Dividend Yield1.87%
Check out Your Current Watchlist. Note that the Wells Fargo information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for Wells Stock analysis

When running Wells Fargo price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Is Wells Fargo's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wells Fargo. If investors know Wells will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wells Fargo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.14
Market Capitalization
148.5 B
Quarterly Revenue Growth YOY
-0.061
Return On Assets
0.0115
Return On Equity
0.12
The market value of Wells Fargo is measured differently than its book value, which is the value of Wells that is recorded on the company's balance sheet. Investors also form their own opinion of Wells Fargo's value that differs from its market value or its book value, called intrinsic value, which is Wells Fargo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wells Fargo's market value can be influenced by many factors that don't directly affect Wells Fargo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine Wells Fargo value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.