Stocks / Banking
WFCBanking
FollowFollowingUnfollowWells Fargo & Co.
$86.071d +3.3%5d +4.1%settled close · 2026-11-02
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7 investor calls on WFC in the last 90 days (6 bullish, 1 bearish). Follow WFC free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $265B (11/2)β 0.6452w $73–96Shares 3.09BInd. National Commercial BanksNYSE since 1962Emp. 205,000HQ San Francisco, CAwellsfargo.com
The tape, with the calls on it
Who said what, and what WFC did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about WFC
15 long1 neutral1 shortlatest 2026-10-23
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Unknown | Bullish | CNBC (uncut) | WFC trades at 1.5x book with improving fundamentals post-asset-cap-lift — better-than-expected NII guidance… |
| 2026-10-16 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | The Real Eisman Playbook | Wells Fargo consistently fails to grow revenue across multiple quarters, has a pattern of missing every other… |
| 2026-10-15 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | Solid earnings quarter signals the turnaround is beginning and the stock remains cheap on valuation, making… |
| 2026-10-15 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Solid Q3 earnings confirm the Wells Fargo turnaround is underway while the stock trades at a cheap valuation… |
| 2026-10-14 | Unknown Portfolio Manager Squawk Box Guest | Bullish | CNBC (uncut) | Wells Fargo's continued efficiency gains, improving NIM trajectory, and capital markets buildout make it… |
| 2026-10-14 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Wells Fargo's net interest margin has finally stabilized after missing estimates for nine of the past ten… |
| 2026-10-13 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | Stephanie Link (newest) | Wells Fargo's turnaround is materializing — NIM beat, expenses and provisions both came in below expectations… |
| 2026-07-10 | Macrae SykesPortfolio manager, Gabelli Funds | Bullish | Bloomberg Television | Wells Fargo is a laggard bank trading at 1.6x tangible book with an improving ROE trajectory, balance sheet… |
| 2026-03-07 | Chris DavisChairman, Davis Advisors | Bullish | The Financial Economics | Wells Fargo has delivered 14–15% ROE for 40 years yet trades at ~12x earnings versus the market's 16–17x… |
| 2026-01-16 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Wells Fargo's pending asset cap removal in 2026 is a structural catalyst that will allow it to take market… |
Show all 17 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-01-02 | Chris DavisChairman, Davis Advisors | Bullish | Barron's | Wells Fargo carries durable franchise characteristics but is valued as if fragile — banks now hold twice the… |
| 2023-04-19 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Large banks like Wells Fargo have seasoned, sticky deposits that justify holding longer-term assets, and… |
| 2023-03-07 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Committee | Diversified revenue mix with capital markets and wealth management bottoming, stock is cheap at 1.2x book… |
| 2022-09-26 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | Capital Allocators with Ted Seides | The fake-accounts scandal's direct financial damage is small relative to crisis-era bank fines, competitor… |
| 2018-02-26 | Tom RussoManaging Member, Gardner Russo & Quinn | Neutral | Talks at Google | Wells Fargo is a domestic-only business with no natural reinvestment opportunity in developing markets, which… |
| 2016-06-22 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | Tim Schaefer | Wells Fargo's long-term management orientation aligns with a portfolio strategy focused on tax-deferred… |
| 2009-03-28 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | interview | Wells Fargo generates $8-10B in profit per quarter which keeps pace with expected $50-120B in losses spread… |
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Earnings
Next report: 14 Jan 2027 after the close
Confirmed date · consensus EPS 1.88. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 13 Oct 2026 | before the open | 1.87 vs 1.87 | -3.5% |
The options tape
Notable options days
Sessions in the last 120 where WFC’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-08 | ||||||
| 2026-09-22 | ||||||
| 2026-08-17 | ||||||
| 2026-07-14 | ||||||
| 2026-07-13 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
WFC on the Wheel
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