Wells Fargo Stock Performance

WFC Stock  USD 68.11  1.88  2.84%   
The firm maintains a market beta of 1.14, which attests to a somewhat significant risk relative to the market. Wells Fargo returns are very sensitive to returns on the market. As the market goes up or down, Wells Fargo is expected to follow. At this point, Wells Fargo has a negative expected return of -0.21%. Please make sure to check out Wells Fargo's potential upside, as well as the relationship between the daily balance of power and market facilitation index , to decide if Wells Fargo performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Wells Fargo has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's technical and fundamental indicators remain rather sound which may send shares a bit higher in May 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more

Actual Historical Performance (%)

One Day Return
3.47
Five Day Return
2.87
Year To Date Return
(5.64)
Ten Year Return
21.15
All Time Return
6.3 K
Forward Dividend Yield
0.0247
Payout Ratio
0.2237
Last Split Factor
2:1
Forward Dividend Rate
1.6
Dividend Date
2025-03-01
1
Acquisition by Kleber Santos of 14121 shares of Wells Fargo subject to Rule 16b-3
02/05/2025
2
LeMaitre Vascular Issues Q1 2025 Earnings Guidance
02/27/2025
3
Citigroup Could Gain From Trumps Tariffs
03/18/2025
4
Arthur J. Gallagher Co. Short Interest Update
04/02/2025
5
Wells Fargo Company Issues Pessimistic Forecast for LPL Financial Stock Price
04/08/2025
6
SP 500 futures tick higher as traders prepare to end volatile trading week Live updates
04/10/2025
7
F.N.B. Issues Earnings Results
04/16/2025
8
AWS, Microsoft Slow Down Data Center Deployments
04/22/2025
Begin Period Cash Flow236.1 B

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  7,705  in Wells Fargo on January 23, 2025 and sell it today you would lose (1,082) from holding Wells Fargo or give up 14.04% of portfolio value over 90 days. Wells Fargo is generating negative expected returns assuming volatility of 2.4819% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than Wells, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Wells Fargo is expected to under-perform the market. In addition to that, the company is 1.48 times more volatile than its market benchmark. It trades about -0.09 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.12 per unit of volatility.

Wells Fargo Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wells Fargo, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0858

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Negative ReturnsWFC

Estimated Market Risk

 2.48
  actual daily
22
78% of assets are more volatile

Expected Return

 -0.21
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.09
  actual daily
0
Most of other assets perform better
Based on monthly moving average Wells Fargo is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding Wells Fargo to a well-diversified portfolio.

Wells Fargo Fundamentals Growth

Wells Stock prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Stock performance.

About Wells Fargo Performance

By analyzing Wells Fargo's fundamental ratios, stakeholders can gain valuable insights into Wells Fargo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wells Fargo has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wells Fargo has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.02  0.01 
Return On Assets 0.01  0.01 
Return On Equity 0.11  0.15 

Things to note about Wells Fargo performance evaluation

Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wells Fargo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Wells Fargo generated a negative expected return over the last 90 days
Over 79.0% of the company outstanding shares are owned by institutional investors
Latest headline from pymnts.com: AWS, Microsoft Slow Down Data Center Deployments
Evaluating Wells Fargo's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wells Fargo's stock performance include:
  • Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
  • Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Wells Fargo's stock. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Wells Fargo's stock performance is not an exact science, and many factors can impact Wells Fargo's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Wells Stock analysis

When running Wells Fargo's 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 the 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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