Wells Fargo Stock Performance
| WFC Stock | USD 70.69 1.59 2.20% |
Wells Fargo has a performance score of 1 on a scale of 0 to 100. The firm maintains a market beta of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wells Fargo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wells Fargo is expected to be smaller as well. Wells Fargo right now maintains a risk of 1.85%. Please check out Wells Fargo treynor ratio, kurtosis, period momentum indicator, as well as the relationship between the downside variance and day median price , to decide if Wells Fargo will be following its historical returns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Wells Fargo is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 1.56 | Five Day Return (3.50) | Year To Date Return 2.28 | Ten Year Return 31.97 | All Time Return 6.8 K |
Forward Dividend Yield 0.0223 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.6 | Dividend Date 2025-03-01 |
1 | West Oak Capital LLC Buys 6,250 Shares of Ares Management Co. | 01/10/2025 |
2 | Acquisition by Kleber Santos of 14121 shares of Wells Fargo subject to Rule 16b-3 | 02/05/2025 |
3 | Brinker Internationals Options Frenzy What You Need to Know | 02/06/2025 |
4 | Acquisition by Van Beurden Saul of 500 shares of Wells Fargo subject to Rule 16b-3 | 03/07/2025 |
5 | Acquisition by Derek Flowers of 20831 shares of Wells Fargo subject to Rule 16b-3 | 03/10/2025 |
6 | Disposition of 306903 shares by Charles Scharf of Wells Fargo subject to Rule 16b-3 | 03/13/2025 |
7 | TEGNA Inc. Short Interest Up 16.1 percent in February | 03/19/2025 |
8 | Wells Fargo wins prescription drug pricing case filed by former employees | 03/24/2025 |
9 | Braze Releases Q1 2026 Earnings Guidance | 03/27/2025 |
| Begin Period Cash Flow | 236.1 B |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 6,985 in Wells Fargo on January 1, 2025 and sell it today you would earn a total of 84.00 from holding Wells Fargo or generate 1.2% return on investment over 90 days. Wells Fargo is generating 0.0368% of daily returns assuming volatility of 1.8495% on return distribution over 90 days investment horizon. In other words, 16% 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 |
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 = 0.0199
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WFC |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 1% of its full potential. 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 it 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.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0103 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.29 % | ||||
| Current Valuation | 177.44 B | ||||
| Shares Outstanding | 3.27 B | ||||
| Price To Earning | 12.32 X | ||||
| Price To Book | 1.44 X | ||||
| Price To Sales | 3.01 X | ||||
| Revenue | 77.96 B | ||||
| Gross Profit | 77.96 B | ||||
| EBITDA | 24 B | ||||
| Net Income | 19.72 B | ||||
| Cash And Equivalents | 358.38 B | ||||
| Cash Per Share | 94.05 X | ||||
| Total Debt | 173.08 B | ||||
| Debt To Equity | 8.26 % | ||||
| Book Value Per Share | 48.80 X | ||||
| Cash Flow From Operations | 3.04 B | ||||
| Earnings Per Share | 5.37 X | ||||
| Market Capitalization | 234.41 B | ||||
| Total Asset | 1.93 T | ||||
| Retained Earnings | 214.2 B | ||||
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 Reported | Projected 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.| Over 79.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Braze Releases Q1 2026 Earnings Guidance |
- 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.
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.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |