Q1 2026 Earnings Report
Key Questions
When is Wells Fargo scheduled to release its Q1 2026 earnings report?
Wells Fargo will announce its Q1 2026 earnings on April 14, 2026. The results will be available online at the company's investor relations website.
What are the Zacks consensus estimates for Wells Fargo's Q1 2026 EPS and revenue?
Zacks estimates EPS at $1.57, a 23.6% year-over-year increase, and revenue at $21.71 billion, up 7.7% YoY. The ESP is -0.05%, indicating a slight bearish bias versus consensus.
What recent change did JPMorgan make to its Wells Fargo price target?
JPMorgan lowered its price target for Wells Fargo to $91 from $99.50 while maintaining a neutral rating. The average analyst price target is $98.93, suggesting about 22% upside from the current price around $81.
How has Wells Fargo's stock price and options activity trended ahead of earnings?
The stock is trading around $81, down 0.84% pre-earnings. Options show an IV spike and put/call skew, reflecting bearish sentiment amid earnings anticipation.
What key metrics should investors watch in Wells Fargo's Q1 2026 earnings?
Key areas include CET1 ratio, net interest income (NII), private credit, CCAR results, and investment banking (IB) fees. Sector IB fees rose 37% to $700 billion, providing a tailwind amid an M&A supercycle.
What is the current analyst consensus rating for Wells Fargo stock?
The consensus rating is #3 Hold. Wells Fargo has delivered 4 prior earnings beats.
What is the latest revenue estimate for Wells Fargo's Q1 2026?
The revenue estimate for Q1 2026 is $21.75 billion USD. This aligns closely with Zacks' $21.71 billion projection.
Has there been notable institutional or insider activity in Wells Fargo recently?
Archer Investment Corp bought 1,912 shares of Wells Fargo. There are also reports of insider sells amid pre-earnings positioning.
Official Apr14 release; Zacks EPS $1.57 (+23.6% YoY)/rev $21.71B (+7.7%), ESP -0.05% slight bearish vs cons #3 Hold/4/4 prior beats; JPM PT cut to $91 neutral from $99.50 (avg PT $98.93, 22% upside from $81); sector IB fees +37% to $700B tailwind for CIB amid M&A supercycle/IB blitz post-FRB relief; stock ~$81 -0.84% pre-earnings/options IV spike/P/C skew; CET1/NII/private credit/CCAR/IB fees watch; Archer buy/insider sells.