Wells Fargo Settlement: In December 2025, Wells Fargo agreed to a $33 million global settlement to resolve lawsuits over misleading subscription schemes, while denying any wrongdoing and continuing to address legacy legal issues.
Impact of Asset Cap Removal: The Federal Reserve's removal of Wells Fargo's $1.95 trillion asset cap may influence the bank's growth strategy, as it seeks to translate this change into profitable growth while managing reputational and regulatory risks.
Revenue and Earnings Projections: Wells Fargo projects $90.6 billion in revenue and $22.1 billion in earnings by 2028, requiring consistent revenue growth and an increase in earnings, with varying fair value estimates reflecting differing investor perspectives.
Investment Analysis: The article emphasizes the importance of independent analysis and understanding the risks associated with Wells Fargo, providing a comprehensive report that highlights key rewards and warning signs for potential investors.
WFC
$94.15+Infinity%1D
Analyst Views on WFC
Wall Street analysts forecast WFC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WFC is 94.23 USD with a low forecast of 86.50 USD and a high forecast of 110.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast WFC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WFC is 94.23 USD with a low forecast of 86.50 USD and a high forecast of 110.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 94.520
Low
86.50
Averages
94.23
High
110.00
Current: 94.520
Low
86.50
Averages
94.23
High
110.00
Truist
Buy
maintain
$90 -> $100
2025-12-18
Reason
Truist
Price Target
$90 -> $100
2025-12-18
maintain
Buy
Reason
Truist raised the firm's price target on Wells Fargo to $100 from $90 and keeps a Buy rating on the shares as part of a broader research note updating the firm's model following management commentary at recent conference appearances. The firm is also raising its FY27 EPS view to $8.15 from $7.85 to reflect the company's improving efficiency ratio, the analyst tells investors in a research note.
Keefe Bruyette
Market Perform
maintain
$92 -> $101
2025-12-17
Reason
Keefe Bruyette
Price Target
$92 -> $101
2025-12-17
maintain
Market Perform
Reason
Keefe Bruyette raised the firm's price target on Wells Fargo to $101 from $92 and keeps a Market Perform rating on the shares. The firm updated its estimates following recent conference updates and management meetings.
Evercore ISI
John Campbell
Outperform
maintain
$101 -> $107
2025-12-15
Reason
Evercore ISI
John Campbell
Price Target
$101 -> $107
2025-12-15
maintain
Outperform
Reason
Evercore ISI raised the firm's price target on Wells Fargo to $107 from $101 and keeps an Outperform rating on the shares. After a "fruitful investor meeting" with John Campbell, the firm argues that constructive thesis on Wells Fargo "remains strong."
Barclays
Overweight
maintain
$87 -> $94
2025-10-15
Reason
Barclays
Price Target
$87 -> $94
2025-10-15
maintain
Overweight
Reason
Barclays raised the firm's price target on Wells Fargo to $94 from $87 and keeps an Overweight rating on the shares. The company reported a Q3 earnings beat as its fees and provision were better than expected, the analyst tells investors in a research note.
About WFC
Wells Fargo & Company is a financial services company. The Company provides a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, to individuals, businesses and institutions. The Company operates through four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. The Company provides consumer financial products and services, including checking and savings accounts, credit and debit cards, and auto, residential mortgage, and small business lending. In addition, the Company offers financial planning, private banking, investment management, and fiduciary services. It also provides financial solutions to businesses through products and services including traditional commercial loans and lines of credit, letters of credit, asset-based lending and leasing, trade financing, treasury management, and investment banking services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
