How this company measures up on the fundamentals that matter
Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The company's financial products and services includes checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. It also provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services; and financial solutions to private, family owned and public companies through products and services including banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. In addition, it offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $76 against a fair value of $157, a 52% discount. Moderate competitive position. Fails ethical screen (Business activity screen). Ranks better than 80% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-26 | Patterson Ellen R | Sr. EVP, GC | Sale | 60,000 | $5,244,000 |
| 2026-02-26 | Engle Bridget E. | Sr. EVP | Sale | 30,000 | $2,613,000 |
| 2026-02-20 | Santos Kleber | Sr. EVP | Sale | 25,000 | $2,193,000 |
| 2026-05-14 | CRAVER THEODORE F JR | Director | 89 | — | |
| 2026-03-05 | SCHARF CHARLES W | Chief Executive Officer | 379,767 | — | |
| 2026-03-05 | SANTOS KLEBER | Officer | 60,914 | — | |
| 2026-03-05 | FERCHO KRISTY | Officer | 25,823 | — | |
| 2026-03-05 | VAN BEURDEN SAUL | Officer | 88,175 | — | |
| 2026-03-05 | SANTOMASSIMO MICHAEL P | Chief Financial Officer | 125,481 | — | |
| 2026-03-05 | PATTERSON ELLEN REILLY | General Counsel | 97,258 | — |
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 7 Feb2025 | Tim Walberg | Republican | buy | 15K–50K |
Data sourced from public filings and market feeds. Not financial advice. Updated: