Wells Fargo & Company (WFC)
2026-04-15
Recap: Q1 2026
The Regulatory Saga Ends and the Capital Tailwind Arrives — a Soft EPS Print and an Energy Cloud Mask a Stronger Wells Fargo: Maintaining Outperform
2026-01-15
Recap: Q4 2025
FY25 Closes at 15% ROTCE and the 2026 NII Inflection Finally Arrives ($50B) — Maintaining Wells Fargo at Outperform Through the Severance-Driven Sell-Off
2025-10-15
Recap: Q3 2025
The Flywheel Turns: Assets Cross $2T, Loan Growth Hits a 3-Year High, ROTCE Target Raised to 17–18%. Upgrading Wells Fargo to Outperform
2025-07-16
Recap: Q2 2025
The Asset Cap Is Gone — the Stock Already Knew: A Clean Beat Sells Off 5.5%. Initiating Wells Fargo at Hold