Company Dossier · Financials
Wells Fargo & Company
- S&P 500
- S&P 100
- Russell 1000
What Wells Fargo & Company is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to September 30, 2020: $74.3 billion, down 14% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $17.5 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $31.3 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 13, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 24, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $10.1 million on the open market.SEC Form 4
- 2,887 institutional managers reported a position at June 30, 2026 (+59 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 153 (195 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 7, of which 1 read positive and 0 negative.Palanor headline tone
Risk events (12 months): 2 — latest Wage and Hour case, Jul 27, 2026 →
Company Posture
How Company Posture is measured →What Wells Fargo & Company is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending—
- Debt raised42nd pct
- Buybacks vs capex—
- Hiring filings73rd pct
- Deals and private raises48th pct
- Patent publications21st pct
Confident ↔ Hedging
Confident
- Call sentiment64th pct
- Call confidence79th pct
- Guidance changes82nd pct
- Risk factors added64th pct
- Insider open-market trades—
- + Guidance changes
- + Call confidence
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver76th pct
- Stress filings49th pct
Credit
How these are built →Wells Fargo & Company's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$4.3B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 13, 2026 | $2.25B | — | 2029 (3y) | — | — |
| May 13, 2026 | — | 4.844% | — | +73bp | 4.844% |
| May 13, 2026 | — | 4.577% | — | +60bp | 4.577% |
| Jan 15, 2026 | — | 4.182% | — | +58bp | 4.182% |
| Jan 15, 2026 | — | 5.433% | — | +70bp | 5.433% |
| Jan 15, 2026 | $2B | — | 2047 (21y) | — | — |
| Jan 15, 2026 | — | 4.960% | — | +80bp | 4.960% |
| Jul 22, 2025 | — | 5.150% | — | +72bp | 4.589% |
| Jul 22, 2025 | $1.5B | — | 2031 (6y) | — | — |
| Apr 15, 2025 | — | 5.605% | — | +128bp | 5.605% |
| Apr 15, 2025 | — | 5.150% | — | +118bp | 5.150% |
| Apr 15, 2025 | $2.25B | — | 2031 (6y) | — | — |
From the pricing term sheets Wells Fargo & Company filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Wells Fargo & Company: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Wells Fargo & Company, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralBrazilian stocks, Wells Fargo top gainers; Crypto shares, HSBC in losers: week's financials wrap
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralTrump Administration Targets Wells Fargo $60 Billion Pledge To Boost Black Homeownership
blackenterprise.com · via Marketaux · Oct 9, 2026
- Neutral
- PositiveMorgan Stanley Upgrades Wells Fargo (WFC) to Overweight on Stronger Balance Sheet and Earnings Outlook
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralWhat is Wells Fargo’s (WFC) Economic Moat, and is it Widening or Narrowing?
insidermonkey.com · via Marketaux · Oct 4, 2026
- NeutralThe Most Powerful Women in Banking, #19, Jennifer Doyle, Wells Fargo
americanbanker.com · via Marketaux · Oct 1, 2026
- NeutralWells Fargo Supplies $456M Refi for Family Dollar’s Distribution Center Portfolio
Commercial Observer · Sep 23, 2026
- NeutralFormer Wells Fargo asset manager Allspring explores $4bn sale
FT Companies · Sep 18, 2026
- NeutralWells Fargo Refis Long Island City Apartments With $115M Fannie Mae Loan
Commercial Observer · Sep 17, 2026
- NeutralWells Fargo Moves To Foreclose On $1.3B Workspace Property Trust Portfolio
Bisnow · Aug 24, 2026
- NeutralWells Fargo Provides $175M Construction Loan for Queens Mixed-Use Development
Commercial Observer · Aug 11, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (EMERGENT STRATEGIES)third_quarter 2026 · $0.0 million
- Oct 21, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 21, 2026LobbyingLobbying report (535 GROUP, LLC)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (OGR)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (COGENT STRATEGIES LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (WELLS FARGO & COMPANY)third_quarter 2026 · $0.6 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 14, 2026LobbyingLobbying report (RMP STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Sep 23, 20268-KDirector or officer changeItem 5.02
- Jul 27, 2026Risk eventWage and Hour case: Wells Fargo & Company, back wages agreed$0.1 million
- Apr 30, 20268-KDirector or officer changeItem 5.02
- Apr 30, 20268-KShareholder vote resultsItem 5.07
- Feb 24, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Oct 24, 2025Risk event
- Jul 31, 20258-KDirector or officer changeItem 5.02
- Jul 21, 2025Risk event
- May 2, 20258-KShareholder vote resultsItem 5.07
- Feb 25, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 30, 20258-KDirector or officer changeItem 5.02
- Feb 20, 202410-KAnnual report (10-K)0 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Bank of America Corp. BAC | $119B | — | Jun 30, 2026 |
| Citigroup Inc. C | $85.2B | −$74.2B | Dec 31, 2025 |
| JPMorgan Chase & Co. JPM | — | — | — |
| PNC Financial Services PNC | $25.0B | — | Jun 30, 2026 |
| Truist Financial TFC | — | — | — |
| U.S. Bancorp USB | $29.7B | — | Jun 30, 2026 |
| Arch Capital Group ACGL | $19.2B | $6.1B | Jun 30, 2026 |
| American Financial Group AFG | $8.3B | — | Jun 30, 2026 |