Why Analysts Are Closely Watching Wells Fargo & Company (WFC)

Wells Fargo & Company (NYSE:WFC) is among the most profitable financial stocks to invest in. On January 15, TD Cowen slightly cut the price target on Wells Fargo & Company (NYSE:WFC) to $100 from $102 and reiterated a Hold rating. This follows the company’s fourth-quarter results, which reported a miss on the top line but impressive underlying organic growth.

On the same day, Truist Securities also trimmed the price target on Wells Fargo & Company (NYSE:WFC) to $100 from $104 and maintained a Buy rating on the banking powerhouse. The price reduction is driven by a 2-3% decline in EPS for 2026 and 2027, primarily due to higher estimated fee income and elevated costs. That said, the firm lowered its 2026 EPS guidance to $6.95 from $7.15 and its 2027 EPS forecast to $8, a $0.15 drop from its previously anticipated figure.

The revised model now includes about 5% annual revenue growth and 1-2% expense growth over the upcoming two years. This matches Wells Fargo & Company (NYSE:WFC)’s new expense expectation of approximately $55.7 billion for 2026.

​Wells Fargo & Company (NYSE:WFC), headquartered in San Francisco, is a financial services company incorporated in 1852. With four main segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management, the company considers satisfying the clients’ financial needs as its mission.

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