Are Wall Street Analysts Bullish on Wells Fargo Stock?

With a market cap of $253.1 billion, Wells Fargo & Company (WFC) is one of the largest financial services firms in the United States. It provides a broad range of banking, investment, mortgage, and financial services through four core segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management.

The San Francisco, California-based company’s shares have outperformed the broader market over the past 52 weeks. WFC stock has surged 46.6% over this time frame, while the broader S&P 500 Index ($SPX) has increased 14.5%. In addition, shares of Wells Fargo are up 11.2% on a YTD basis, compared to SPX’s 6.1% gain.

Looking closer, the biggest U.S. mortgage lender stock has also outpaced the Financial Select Sector SPDR Fund’s (XLF) 22.6% return over the past 52 weeks.

Despite reporting better-than-expected Q2 2025 adjusted EPS of $1.54 and total revenue of $20.82 billion, Wells Fargo shares fell 5.5% on Jul. 15 due to a downward revision in its 2025 net interest income (NII) guidance. The bank now expects NII to remain roughly flat at $47.7 billion, cutting its earlier forecast of 1% – 3% growth, citing lower interest income in its markets business and cautious borrower demand amid elevated interest rates.

For the current fiscal year, ending in December 2025, analysts expect WFC’s adjusted EPS to grow 5.8% year-over-year to $5.84. The company’s earnings surprise history is promising. It beat or met the consensus estimates in the last four quarters.

Among the 25 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 14 “Strong Buy” ratings, three “Moderate Buys,” and eight “Holds.”

On Jul. 31, Evercore ISI analyst John Pancari raised Wells Fargo’s price target to $94 and maintained an “Outperform” rating, citing updated EPS estimates following Q2 results.

As of writing, the stock is trading below the mean price target of $87.39. The Street-high price target of $96 implies a potential upside of 22.8% from the current price levels.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com