Coverage summary
Aardvark Labs Capital Research has covered Wells Fargo & Company (WFC) since July 16, 2025. The company is in the Financial Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 19, 2026. The current rating is Outperform, unchanged since the Q3 2025 Earnings Recap of October 15, 2025. The rating has changed once since coverage began.
Translations: 5 in Chinese.
The Excel model for WFC holds 19 quarters and 4 fiscal years of history and 9 quarters and 5 fiscal years of projections. It was last updated October 19, 2026.
Rating history
All WFC reports
Recap: Q3 2026
The Lumpy Lines Give Back Q2's Windfall, but the Spread Engine Turns Ahead of Plan: Maintaining Outperform as the Margin Holds and Q4 NII Steps Up to $13B
Recap: Q2 2026
The Energy Scare Evaporates and ROTCE Touches 17.7%, But the Beat Is Lumpier Than It Looks: Maintaining Outperform Through a Fourth Straight Earnings Sell-Off
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
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
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
Recap: Q2 2025
The Asset Cap Is Gone — the Stock Already Knew: A Clean Beat Sells Off 5.5%. Initiating Wells Fargo at Hold