Brandes Investment Partners 13F: Adds $10M to WFC Stake

Brandes Investment Partners Boosts Wells Fargo Position

Brandes Investment Partners increased its investment in Wells Fargo & Company (NYSE:WFC) during the period, adding 125,746 shares to its holdings according to its latest Form 13F filing with the SEC. The purchase brought the firm's total ownership to 2,754,893 shares. The reported value of the stake reached approximately $227.6 million at the close of the reporting window.

Inside Brandes Investment Partners' Latest Move

Prior to the adjustment, the fund held 2,629,147 shares of the major bank. The addition represents a 4.8% increase in the firm's share count for this asset. Brandes Investment Partners adjusted its position while maintaining other parts of its portfolio, steering more capital into the financial services provider.

Wells Fargo Shares Move Within Recent Range

The company's stock has traded within a 52-week window spanning from a low of $72.78 to a high of $97.76. Market participants continue to watch the bank as shares navigate changing interest rate cycles and broader economic trends across the financial sector.

Wells Fargo Earnings and Financial Strength

The banking institution reported revenue of $83.0 billion alongside earnings of $6.88 per share. Profitability metrics include a net margin of 27.2% and a return on equity of 12.5%. The company operates across four core divisions encompassing consumer lending, commercial banking, corporate and investment banking, and wealth management.

Wells Fargo Dividend Payouts

股东 receive an annual dividend of $2.00 per share, delivering a dividend yield of 2.3%. The payout ratio sits at 26.2%, directing about a quarter of profits toward shareholder distributions.

Recent Insider Transactions at Wells Fargo

Company executives have also been active in the open market. Jason Rosenberg, Senior Executive Vice President and Head of Public Affairs, acquired 17,218 shares on June 15, 2026. On the same day, Rosenberg also disposed of 8,080 shares at an average price of $83.73.

Wall Street Analyst Views on Wells Fargo

Analyst firms have frequently updated their outlooks on the lender. On October 14, 2026, Citigroup kept a neutral rating while adjusting its price target to $88.00 from $90.00. Keefe, Bruyette & Woods maintained a market perform rating on October 14, 2026, lowering its target to $90.00 from $94.00. Morgan Stanley kept an overweight rating with a target of $101.00 on the same date, while RBC Capital maintained an outperform rating with a target of $92.00.

What Comes Next for Wells Fargo

Investors tracking these positions should remember that 13F reports offer a retrospective look at institutional holdings and may not reflect current trading activity. Wells Fargo is scheduled to release its next earnings report on October 13, 2026.