WFC Ticker Curator

Wells Fargo glitch hits customers hard:

• Uncredited loan payments trigger late notices and credit score drops >100 points.
• Tough resolutions: Proof...

Major FiNet boost: 12-person Touchstone Wealth Partners, led by father-son trio Kenneth, Mitchel, and Kenneth II Wise, jumps from UBS with $2.1B AUM...

Regulatory wake-up for WFC's AI push: Fed's Powell and Treasury's Bessent directly briefed Wells Fargo CEO on Mythos vulnerabilities for financial...

• 15.1% YoY growth expected for Financials, 3rd highest sector, beating initial 14.6% forecast; 75% of next week's S&P reporters are Financials incl....

Key clash: Health needs vs. RTO policy

• Federal judge lets Beth Arbuckle's lawsuit proceed after Wells Fargo's 2022 return-to-office order.
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• Release: April 14 after market close, 7:00 AM ET
• Consensus: EPS $1.58, revenue $21.79B
• Context: Revenue est up from $21.65B (Q4'25), EPS est down from $1.66 (Q4'25); prior EPS mostly beat est (+13% Q1-Q2'25)

• Earnings DCF: $63.76 intrinsic value vs $85.40 price (-19.3% margin)
• FCF DCF: Negative -$66.02, signaling major overvaluation (-100% margin)
• GF...

Key angles for WFC's Tuesday report in big bank earnings week:

• High implied volatility: Expected 4.7% move, signaling market uncertainty...

Q1 2026 Earnings Results

• 🔥 EPS and Revenue Surprises: Wells Fargo reported a +6.02% EPS surprise and -1.62% revenue surprise.

Stress Test...

Largest exposure: Wells Fargo reported the biggest stock of loans to private credit-linked borrowers among US banks at end-2025.

• $71 billion in...

Key metrics to watch for WFC amid big banks' reports:

• C&I loan boom: Up 22% annually through Feb, with overall demand at 10-11%—stronger than macro...

Ahead of WFC's April 14 report, contrasting views emerge:

• HSBC upgrade to Buy: Attractive entry after 17% YTD drop, asset cap lifted, strong...

Wells Fargo reported a strong +6.02% EPS surprise but a -1.62% revenue miss versus analyst forecasts in its latest earnings. The stock price declined post-report.

Wells Fargo shines in latest Fed stress tests from multiple angles:

• Clears Fed hurdles: Banks withstood $550 billion in losses, holding at least...

Institutional Ownership Changes

• Factory Mutual Trims Position: Factory Mutual Insurance Co. reduced its Wells Fargo holdings by 2.4% in Q4,...

Key Upside Drivers for WFCPRC amid banks' earnings week:

• Earnings Stability: Q1'26 net income at ~$5.6B, EPS $1.70 (up from Q4'25's $5.42B/$1.64),...

• Factory Mutual Insurance reduced WFC position by 2.4% in Q4, selling 16,700 shares to hold 689,364 shares worth $64.25M
• Insiders sold 115,000...

Wells Fargo Securities flips the script on banks' YTD slump:

• KBW Bank Index down 6% Q1 2026 (worst since 2023), but reversal via strong Q1 (WFC EPS...

Key lineup: Big banks start Monday with GS, then JPM, Citi, and WFC on Tuesday, BAC and MS Wednesday.

• Less certain footing: Far from January's...

Tracking WFC institutional shifts: Massachusetts Financial Services sold 684,784 shares in Q4, cutting stake to 17.2M shares ($1.6B), yet institutions...