WELLS FARGO & COMPANY/MN

WFC, WFC-PY, WFC-PL, WFC-PC, WFCNP, WFC-PA, WFC-PD, WFC-PZ · National Commercial Banks · 3.06B shares · -4%/yr ↓ buyback · EDGAR filings ↗

Net buyback after stock comp: $10.7B (gross $11.9B, SBC $1.1B)

Reference price $87.40 · est. market cap ~$267.5B — last insider sale, 2026-02-26 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B72

Wells Fargo — large bank with recovering returns as the asset cap lifts.

Strengths

ROE 11.8% (73rd pct)
Vast deposit and lending franchise

Risks

High leverage (91st pct)
Lingering regulatory/remediation overhang
Rate and credit sensitivity

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Buying back stockNet buyback — share count -4%/yr over 4y
Insider sellingInsider selling — 3 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$10M, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $20.8B2025-09-30 · $21.4B2025-12-31 · $21.3B2026-03-31 · $21.4B

Last 4 quarters · from SEC filings.

Key metrics

Net margin

25.5%

Return on equity

11.8%

Return on assets

1.0%

Revenue growth (QoQ)

0.7%

Net-income growth

8.2%

Debt / equity

1.0×

Tangible book value

$156.2B

Stock comp / revenue

1.8%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-15	Rosenberg Jason M.	Tax withheld	8.1K	$83.73
2026-06-15	Rosenberg Jason M.	Option exercise	17K	—
2026-06-10	WELLS FARGO & COMPANY/MN	Other	750	—
2026-05-14	CRAVER THEODORE F JR	Gift	89	—
2026-05-14	CRAVER THEODORE F JR	Gift	89	—
2026-04-27	WELLS FARGO & COMPANY/MN	Other	2.3K	—
2026-04-27	WELLS FARGO & COMPANY/MN	Other	2.2K	—
2026-04-27	WELLS FARGO & COMPANY/MN	Other	4.5K	—
2026-03-16	Rivas Fernando	Other	39	$1,000.00
2026-03-11	WELLS FARGO & COMPANY/MN	Other	500	—
2026-03-05	Santomassimo Michael P.	Option exercise	125K	—
2026-03-05	Santomassimo Michael P.	Tax withheld	64K	$83.93
2026-03-05	Santos Kleber	Option exercise	61K	—
2026-03-05	Santos Kleber	Tax withheld	30K	$83.93
2026-03-05	Powell Scott	Option exercise	99K	—
2026-03-05	Powell Scott	Tax withheld	50K	$83.93
2026-03-05	Patterson Ellen R	Option exercise	97K	—
2026-03-05	Patterson Ellen R	Tax withheld	50K	$83.93
2026-03-05	Ling Bei	Option exercise	47K	—
2026-03-05	Ling Bei	Tax withheld	24K	$83.93
2026-03-05	Hranicky Kyle G	Option exercise	58K	—
2026-03-05	Hranicky Kyle G	Tax withheld	25K	$83.93
2026-03-05	Flowers Derek A.	Option exercise	66K	—
2026-03-05	Flowers Derek A.	Tax withheld	29K	$83.93
2026-03-05	Fercho Kristy	Option exercise	26K	—
2026-03-05	Fercho Kristy	Tax withheld	11K	$83.93
2026-03-05	Sommers Barry	Tax withheld	51K	$83.93
2026-03-05	SCHARF CHARLES W	Tax withheld	210K	$83.93
2026-03-05	Sommers Barry	Option exercise	101K	—
2026-03-05	Van Beurden Saul	Tax withheld	45K	$83.93
2026-03-05	Van Beurden Saul	Option exercise	88K	—
2026-03-05	SCHARF CHARLES W	Option exercise	380K	—
2026-02-26	Engle Bridget E.	Sell	30K	$87.10
2026-02-26	Patterson Ellen R	Sell	60K	$87.40
2026-02-20	Santos Kleber	Sell	25K	$87.72
2026-02-19	Van Beurden Saul	Gift	400	—
2026-02-19	Van Beurden Saul	Gift	1.2K	—
2026-02-19	Van Beurden Saul	Gift	400	—
2026-02-19	Van Beurden Saul	Gift	400	—
2026-02-05	Powell Scott	Tax withheld	11K	$93.14
2026-02-05	Powell Scott	Option exercise	24K	—
2026-02-05	Powell Scott	Tax withheld	9.9K	$93.14
2026-02-05	Powell Scott	Option exercise	14K	—
2026-02-05	Powell Scott	Tax withheld	7.1K	$93.14
2026-02-05	Patterson Ellen R	Option exercise	23K	—
2026-02-05	Patterson Ellen R	Tax withheld	12K	$93.14
2026-02-05	Patterson Ellen R	Option exercise	21K	—
2026-02-05	Patterson Ellen R	Tax withheld	11K	$93.14
2026-02-05	Patterson Ellen R	Option exercise	15K	—
2026-02-05	Patterson Ellen R	Tax withheld	6.1K	$93.14
2026-02-05	Ling Bei	Option exercise	11K	—
2026-02-05	Ling Bei	Tax withheld	5.7K	$93.14
2026-02-05	Ling Bei	Option exercise	13K	—
2026-02-05	Ling Bei	Tax withheld	5.0K	$93.14
2026-02-05	Ling Bei	Option exercise	9.1K	—
2026-02-05	Ling Bei	Tax withheld	4.6K	$93.14
2026-02-05	Hranicky Kyle G	Option exercise	14K	—
2026-02-05	Hranicky Kyle G	Tax withheld	5.6K	$93.14
2026-02-05	Hranicky Kyle G	Option exercise	12K	—
2026-02-05	Hranicky Kyle G	Tax withheld	3.1K	$93.14
2026-02-05	Hranicky Kyle G	Option exercise	9.5K	—
2026-02-05	Hranicky Kyle G	Tax withheld	3.9K	$93.14
2026-02-05	Flowers Derek A.	Option exercise	15K	—
2026-02-05	Flowers Derek A.	Tax withheld	6.3K	$93.14
2026-02-05	Flowers Derek A.	Option exercise	20K	—
2026-02-05	Flowers Derek A.	Tax withheld	6.9K	$93.14
2026-02-05	Flowers Derek A.	Option exercise	14K	—
2026-02-05	Flowers Derek A.	Tax withheld	5.8K	$93.14
2026-02-05	Fercho Kristy	Option exercise	5.9K	—
2026-02-05	Fercho Kristy	Tax withheld	2.1K	$93.14
2026-02-05	Fercho Kristy	Option exercise	8.2K	—
2026-02-05	Fercho Kristy	Tax withheld	2.2K	$93.14
2026-02-05	Fercho Kristy	Option exercise	5.1K	—
2026-02-05	Fercho Kristy	Tax withheld	2.2K	$93.14
2026-02-05	Engle Bridget E.	Option exercise	101K	—
2026-02-05	Engle Bridget E.	Tax withheld	50K	$93.14
2026-02-05	Engle Bridget E.	Option exercise	2.8K	—
2026-02-05	Engle Bridget E.	Tax withheld	1.0K	$93.14
2026-02-05	Engle Bridget E.	Option exercise	11K	—
2026-02-05	Engle Bridget E.	Tax withheld	5.8K	$93.14
2026-02-05	Carr Muneera S	Option exercise	9.1K	—
2026-02-05	Carr Muneera S	Tax withheld	3.0K	$93.14
2026-02-05	Carr Muneera S	Option exercise	8.4K	—
2026-02-05	Carr Muneera S	Option exercise	6.0K	—
2026-02-05	Carr Muneera S	Tax withheld	1.8K	$93.14
2026-02-05	Carr Muneera S	Tax withheld	2.2K	$93.14
2026-02-05	Van Beurden Saul	Option exercise	21K	—
2026-02-05	Van Beurden Saul	Tax withheld	10K	$93.14
2026-02-05	Van Beurden Saul	Option exercise	19K	—
2026-02-05	Van Beurden Saul	Tax withheld	7.6K	$93.14
2026-02-05	Van Beurden Saul	Option exercise	13K	—
2026-02-05	Van Beurden Saul	Tax withheld	6.3K	$93.14
2026-02-05	Sommers Barry	Option exercise	23K	—
2026-02-05	Sommers Barry	Tax withheld	11K	$93.14
2026-02-05	Sommers Barry	Option exercise	20K	—
2026-02-05	Sommers Barry	Tax withheld	8.2K	$93.14
2026-02-05	Sommers Barry	Option exercise	14K	—
2026-02-05	Sommers Barry	Tax withheld	6.4K	$93.14
2026-02-05	SCHARF CHARLES W	Option exercise	47K	—
2026-02-05	SCHARF CHARLES W	Tax withheld	23K	$93.14
2026-02-05	SCHARF CHARLES W	Option exercise	49K	—
2026-02-05	SCHARF CHARLES W	Tax withheld	26K	$93.14
2026-02-05	SCHARF CHARLES W	Option exercise	32K	—
2026-02-05	SCHARF CHARLES W	Tax withheld	17K	$93.14
2026-02-05	Santos Kleber	Option exercise	14K	—
2026-02-05	Santos Kleber	Tax withheld	7.1K	$93.14
2026-02-05	Santos Kleber	Option exercise	19K	—
2026-02-05	Santos Kleber	Tax withheld	9.4K	$93.14
2026-02-05	Santos Kleber	Option exercise	15K	—
2026-02-05	Santos Kleber	Tax withheld	6.0K	$93.14
2026-02-05	Santomassimo Michael P.	Option exercise	30K	—
2026-02-05	Santomassimo Michael P.	Tax withheld	15K	$93.14
2026-02-05	Santomassimo Michael P.	Option exercise	28K	—
2026-02-05	Santomassimo Michael P.	Tax withheld	14K	$93.14
2026-02-05	Santomassimo Michael P.	Option exercise	19K	—
2026-02-05	Santomassimo Michael P.	Tax withheld	8.2K	$93.14
2026-02-05	Rosenberg Jason M.	Option exercise	4.3K	—
2026-02-05	Rosenberg Jason M.	Tax withheld	1.4K	$93.14
2026-02-05	Rivas Fernando	Option exercise	133K	—
2026-02-05	Rivas Fernando	Tax withheld	68K	$93.14
2026-02-05	Rivas Fernando	Option exercise	21K	—
2026-02-05	Rivas Fernando	Tax withheld	8.9K	$93.14
2026-02-05	Powell Scott	Option exercise	23K	—
2025-12-05	Flowers Derek A.	Option exercise	1.4K	—
2025-12-05	Van Beurden Saul	Option exercise	1.4K	—
2025-12-05	Van Beurden Saul	Tax withheld	1.4K	$90.21
2025-12-05	Sommers Barry	Option exercise	836	—
2025-12-05	Sommers Barry	Tax withheld	836	$90.21
2025-12-05	Sommers Barry	Option exercise	1.5K	—
2025-12-05	Sommers Barry	Tax withheld	1.5K	$90.21
2025-12-05	Sommers Barry	Option exercise	1.5K	—
2025-12-05	Sommers Barry	Tax withheld	1.5K	$90.21
2025-12-05	SCHARF CHARLES W	Option exercise	3.6K	—
2025-12-05	SCHARF CHARLES W	Tax withheld	3.6K	$90.21
2025-12-05	Powell Scott	Option exercise	1.6K	—
2025-12-05	Powell Scott	Tax withheld	1.6K	$90.21
2025-12-05	Hranicky Kyle G	Option exercise	952	—
2025-12-05	Hranicky Kyle G	Tax withheld	952	$90.21
2025-12-05	Flowers Derek A.	Option exercise	523	—
2025-12-05	Flowers Derek A.	Tax withheld	523	$90.21
2025-12-05	Flowers Derek A.	Tax withheld	1.4K	$90.21
2025-12-05	Flowers Derek A.	Option exercise	1.4K	—
2025-12-05	Flowers Derek A.	Tax withheld	1.4K	$90.21
2025-12-05	Fercho Kristy	Option exercise	203	—
2025-12-05	Fercho Kristy	Tax withheld	203	$90.21
2025-12-05	Fercho Kristy	Option exercise	563	—
2025-12-05	Fercho Kristy	Tax withheld	563	$90.21
2025-12-05	Fercho Kristy	Option exercise	528	—
2025-12-05	Fercho Kristy	Tax withheld	528	$90.21
2025-12-05	Carr Muneera S	Option exercise	605	—
2025-12-05	Carr Muneera S	Tax withheld	605	$90.21
2025-12-05	Carr Muneera S	Option exercise	836	—
2025-12-05	Carr Muneera S	Tax withheld	836	$90.21
2025-12-05	Carr Muneera S	Option exercise	802	—
2025-12-05	Carr Muneera S	Tax withheld	802	$90.21
2025-10-27	WELLS FARGO & COMPANY/MN	Other	3.5K	—
2025-08-01	WELLS FARGO & COMPANY/MN	Other	239	—
2025-08-01	WELLS FARGO & COMPANY/MN	Other	204	—
2025-08-01	WELLS FARGO & COMPANY/MN	Other	292	—
2025-08-01	WELLS FARGO & COMPANY/MN	Other	443	—
2025-07-28	WELLS FARGO & COMPANY/MN	Other	180	—
2025-06-16	Rivas Fernando	Other	46	$1,000.00
2025-06-15	Rosenberg Jason M.	Option exercise	17K	—
2025-06-15	Rosenberg Jason M.	Tax withheld	7.3K	$72.36
2025-05-27	Ling Bei	Gift	75K	—
2025-05-27	Ling Bei	Gift	75K	—
2025-03-10	Flowers Derek A.	Gift	21K	—
2025-03-10	Flowers Derek A.	Gift	21K	—
2025-03-07	Van Beurden Saul	Gift	1.5K	—
2025-03-07	Van Beurden Saul	Gift	500	—
2025-03-07	Van Beurden Saul	Gift	500	—
2025-03-07	Van Beurden Saul	Gift	500	—
2025-03-05	Santos Kleber	Option exercise	34K	—
2025-03-05	Flowers Derek A.	Option exercise	37K	—
2025-03-05	Flowers Derek A.	Tax withheld	16K	$73.30
2025-03-05	Van Beurden Saul	Option exercise	65K	—
2025-03-05	Van Beurden Saul	Tax withheld	33K	$73.30
2025-03-05	Williams Ather III	Option exercise	57K	—
2025-03-05	Williams Ather III	Tax withheld	29K	$73.30
2025-03-05	SCHARF CHARLES W	Option exercise	307K	—
2025-03-05	SCHARF CHARLES W	Tax withheld	170K	$73.30
2025-03-05	Santomassimo Michael P.	Option exercise	112K	—
2025-03-05	Santomassimo Michael P.	Tax withheld	57K	$73.30
2025-03-05	Powell Scott	Option exercise	88K	—
2025-03-05	Powell Scott	Tax withheld	45K	$73.30
2025-03-05	Sommers Barry	Tax withheld	40K	$73.30
2025-03-05	Patterson Ellen R	Option exercise	62K	—
2025-03-05	Patterson Ellen R	Tax withheld	32K	$73.30
2025-03-05	Ling Bei	Option exercise	28K	—
2025-03-05	Ling Bei	Tax withheld	14K	$73.30
2025-03-05	Hranicky Kyle G	Option exercise	29K	—
2025-03-05	Hranicky Kyle G	Tax withheld	13K	$73.30
2025-03-05	Santos Kleber	Tax withheld	14K	$73.30
2025-03-05	Sommers Barry	Option exercise	78K	—
2025-03-01	Chancy Mark A	Option exercise	2.7K	$78.32
2025-02-11	Flowers Derek A.	Gift	29K	—
2025-02-11	Flowers Derek A.	Gift	29K	—
2025-02-07	Flowers Derek A.	Gift	171	—
2025-02-07	Flowers Derek A.	Gift	171	—
2025-02-05	Powell Scott	Option exercise	21K	—
2025-02-05	Powell Scott	Tax withheld	8.2K	$79.47
2025-02-05	Ling Bei	Option exercise	6.7K	—
2025-02-05	Ling Bei	Tax withheld	3.4K	$79.47
2025-02-05	Ling Bei	Option exercise	11K	—
2025-02-05	Ling Bei	Tax withheld	5.6K	$79.47
2025-02-05	Ling Bei	Option exercise	13K	—
2025-02-05	Ling Bei	Tax withheld	4.5K	$79.47
2025-02-05	Sommers Barry	Option exercise	18K	—
2025-02-05	Sommers Barry	Tax withheld	9.4K	$79.47
2025-02-05	Sommers Barry	Option exercise	23K	—
2025-02-05	Sommers Barry	Tax withheld	12K	$79.47
2025-02-05	Sommers Barry	Option exercise	21K	—
2025-02-05	Sommers Barry	Tax withheld	8.7K	$79.47
2025-02-05	Fercho Kristy	Option exercise	7.3K	—
2025-02-05	Fercho Kristy	Tax withheld	3.2K	$79.47
2025-02-05	Fercho Kristy	Option exercise	6.0K	—
2025-02-05	Fercho Kristy	Tax withheld	2.0K	$79.47
2025-02-05	Fercho Kristy	Option exercise	8.3K	—
2025-02-05	Fercho Kristy	Tax withheld	2.5K	$79.47
2025-02-05	Santos Kleber	Option exercise	8.1K	—
2025-02-05	Santos Kleber	Tax withheld	3.2K	$79.47
2025-02-05	Santos Kleber	Option exercise	14K	—
2025-02-05	Santos Kleber	Tax withheld	5.6K	$79.47
2025-02-05	Santos Kleber	Option exercise	19K	—
2025-02-05	Santos Kleber	Tax withheld	5.5K	$79.47
2025-02-05	Carr Muneera S	Option exercise	10K	—
2025-02-05	Carr Muneera S	Tax withheld	4.1K	$79.47
2025-02-05	Carr Muneera S	Option exercise	9.2K	—
2025-02-05	Carr Muneera S	Tax withheld	3.0K	$79.47
2025-02-05	Carr Muneera S	Option exercise	8.5K	—
2025-02-05	Carr Muneera S	Tax withheld	2.1K	$79.47
2025-02-05	Patterson Ellen R	Option exercise	15K	—
2025-02-05	Patterson Ellen R	Tax withheld	7.6K	$79.47
2025-02-05	Patterson Ellen R	Option exercise	23K	—
2025-02-05	Patterson Ellen R	Tax withheld	12K	$79.47
2025-02-05	Patterson Ellen R	Option exercise	21K	—
2025-02-05	Patterson Ellen R	Tax withheld	8.8K	$79.47
2025-02-05	Engle Bridget E.	Option exercise	105K	—
2025-02-05	Engle Bridget E.	Option exercise	4.6K	—
2025-02-05	Engle Bridget E.	Tax withheld	52K	$79.47
2025-02-05	Engle Bridget E.	Tax withheld	2.3K	$79.47
2025-02-05	Flowers Derek A.	Option exercise	13K	—
2025-02-05	Flowers Derek A.	Tax withheld	5.7K	$79.47
2025-02-05	Flowers Derek A.	Option exercise	15K	—
2025-02-05	Flowers Derek A.	Tax withheld	6.8K	$79.47
2025-02-05	Flowers Derek A.	Option exercise	21K	—
2025-02-05	Flowers Derek A.	Tax withheld	7.3K	$79.47
2025-02-05	Hranicky Kyle G	Option exercise	9.8K	—
2025-02-05	Hranicky Kyle G	Tax withheld	4.1K	$79.47
2025-02-05	Hranicky Kyle G	Option exercise	13K	—
2025-02-05	Hranicky Kyle G	Tax withheld	5.1K	$79.47
2025-02-05	Hranicky Kyle G	Option exercise	10K	—
2025-02-05	Hranicky Kyle G	Tax withheld	2.6K	$79.47
2025-02-05	Williams Ather III	Option exercise	13K	—
2025-02-05	Williams Ather III	Tax withheld	6.9K	$79.47
2025-02-05	Williams Ather III	Option exercise	17K	—
2025-02-05	Williams Ather III	Tax withheld	8.8K	$79.47
2025-02-05	Williams Ather III	Option exercise	15K	—
2025-02-05	Williams Ather III	Tax withheld	5.9K	$79.47
2025-02-05	Van Beurden Saul	Option exercise	22K	—
2025-02-05	Van Beurden Saul	Tax withheld	11K	$79.47
2025-02-05	Van Beurden Saul	Option exercise	19K	—
2025-02-05	Van Beurden Saul	Tax withheld	9.3K	$79.47
2025-02-05	Van Beurden Saul	Option exercise	17K	—
2025-02-05	Van Beurden Saul	Tax withheld	6.2K	$79.47
2025-02-05	Rivas Fernando	Option exercise	86K	—
2025-02-05	Rivas Fernando	Tax withheld	42K	$79.47
2025-02-05	SCHARF CHARLES W	Option exercise	38K	—
2025-02-05	SCHARF CHARLES W	Tax withheld	18K	$79.47
2025-02-05	SCHARF CHARLES W	Option exercise	43K	—
2025-02-05	SCHARF CHARLES W	Tax withheld	23K	$79.47
2025-02-05	SCHARF CHARLES W	Option exercise	43K	—
2025-02-05	SCHARF CHARLES W	Tax withheld	23K	$79.47
2025-02-05	Santomassimo Michael P.	Option exercise	26K	—
2025-02-05	Santomassimo Michael P.	Tax withheld	14K	$79.47
2025-02-05	Santomassimo Michael P.	Option exercise	29K	—
2025-02-05	Santomassimo Michael P.	Tax withheld	15K	$79.47
2025-02-05	Santomassimo Michael P.	Option exercise	27K	—
2025-02-05	Santomassimo Michael P.	Tax withheld	12K	$79.47
2025-02-05	Powell Scott	Option exercise	20K	—
2025-02-05	Powell Scott	Tax withheld	9.8K	$79.47
2025-02-05	Powell Scott	Option exercise	21K	—
2025-02-05	Powell Scott	Tax withheld	10K	$79.47

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (6)

Suppliers (0)

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-05-20	Exhibits	filing ↗
2026-04-30	Exec/director changeShareholder voteExhibits	filing ↗
2026-04-14	ResultsReg FDExhibits	filing ↗
2026-03-18	5.03Exhibits	filing ↗
2026-03-17	5.03Exhibits	filing ↗
2026-02-25	OtherExhibits	filing ↗
2026-02-13	Exhibits	filing ↗
2026-01-29	Other	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-05-20	2026-05-20	0001193125-26-232818 ↗
8-K	2026-04-30	2026-04-28	0000072971-26-000227 ↗
10-Q	2026-04-29	2026-03-31	0000072971-26-000217 ↗
8-K	2026-04-14	2026-04-14	0000072971-26-000213 ↗
8-K	2026-03-18	2026-03-16	0001193125-26-113964 ↗
8-K	2026-03-17	2026-03-17	0001193125-26-110792 ↗
8-K	2026-02-25	2026-02-25	0001193125-26-068647 ↗
10-K	2026-02-24	2025-12-31	0000072971-26-000133 ↗
8-K	2026-02-13	2026-02-13	0001839882-26-009703 ↗
8-K	2026-01-29	2026-01-27	0000072971-26-000061 ↗
8-K	2026-01-23	2026-01-23	0001193125-26-021049 ↗
8-K	2026-01-22	2026-01-13	0000072971-26-000011 ↗