Posts on WFC

Latest ideas and analyses related to Wells Fargo & Company Common Stock

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C , JPM , BAC , MS , WFC , PNC , USB

+36 pts



2Q22 Recap: Stronger top lines and NII trajectory, with more capital built

By ethonomics on July 25, 2022, 5:17 p.m.
Tagged topics: investment themes

Views: 18, Votes: 4, Responses: 0, Attachments: 1
WFC

+34 pts



$WFC Wells Fargo - Impairment Led To Earnings Miss

By Btam on July 19, 2022, 7:06 a.m.
Tagged topics: earnings results

Views: 12, Votes: 2, Responses: 1, Attachments: 1
BK , C , PNC , STT , USB , WFC

+35 pts



2Q22 Earnings Day 2: BK, C, PNC, STT, USB, WFC

By realmomobags on July 19, 2022, 4:38 a.m.
Tagged topics: earnings results , Banks

Views: 19, Votes: 3, Responses: 1, Attachments: 1
STT , MS , CFG , WFC , PNC , HBAN , C , TFC

+33 pts



2022 CCAR: Interim SCBs broadly in line with expectations although dividend increases are a bright spot

By ethonomics on June 28, 2022, 4:42 p.m.
Tagged topics: dividend increases

Views: 9, Votes: 3, Responses: 0, Attachments: 1
WFC

+79 pts



Updating Our Outlook for Recent Guidance and the Larger Rate Hike

By toastcrunch.info on June 25, 2022, 2:14 a.m.
Tagged topics: US , banking

Views: 38, Votes: 7, Responses: 0, Attachments: 1
BAC , C , JPM , MS , WFC , BK , STT

+41 pts



Americas Banks: Continued pressure on capital in 1Q22, but banks will optimize, and lower capital return already baked into expectations

By ethonomics on May 27, 2022, 3:51 p.m.
Tagged topics: return of capital

Views: 38, Votes: 4, Responses: 1, Attachments: 1
AJX , CFG , COOP , FBC , HMPT , LDI , NLY , NRZ , PFSI , PMT , RKT , RWT , UWMC , WFC

+33 pts



Refinance mortgage application demand approaching 2018 levels & expected to remain pressured for the foreseeable future

By junkfoodlover on May 26, 2022, 11:52 a.m.
Tagged topics: mortgage origination , housing slowdown

Views: 106, Votes: 5, Responses: 0, Attachments: 1
JPM , WFC , MS , BAC , PNC

+40 pts



Rates rising faster than expected, with offsets from capital markets and credit

By ethonomics on April 4, 2022, 2:57 p.m.
Tagged topics: earnings preview

Views: 42, Votes: 5, Responses: 0, Attachments: 1
BAC , C , JPM , MS , PNC , USB , WFC

+44 pts



Potential impacts of a 21st century stagflation scenario on banks

By ethonomics on April 1, 2022, 4:08 p.m.
Tagged topics: stagflation

Views: 53, Votes: 5, Responses: 1, Attachments: 1
AJX , CFG , COOP , FBC , HMPT , LDI , NLY , NRZ , PFSI , PMT , RKT , RWT , UWMC , WFC

+33 pts



Mortgage & Housing Monitor: Another Tough Quarter Due to Higher Rates

By phenphen on March 31, 2022, 11:14 a.m.
Tagged topics: analyst checks

Views: 27, Votes: 1, Responses: 0, Attachments: 1
ALLY , CARG , CFG , COF , CVNA , HBAN , JPM , OMF , PNC , TSLA , VRM , WFC

+38 pts



Auto Finance Monitor: The Return to "Normal" is Playing Out Now

By bbern3 on March 1, 2022, 10:41 a.m.
Tagged topics: analyst checks

Views: 43, Votes: 2, Responses: 0, Attachments: 1
C , JPM , BAC , MS , WFC

+35 pts



$C the only US Bank with any material exposure to Russia

By ethonomics on Feb. 28, 2022, 4:51 p.m.
Tagged topics: Russia & Ukraine

Views: 39, Votes: 3, Responses: 0, Attachments: 1
TSLA , NFLX , MSFT , MRNA , WFC , XOM , BRK.B , AAPL , PG , KO , US Macro

+42 pts



Mutual funds remain significantly underweight the largest US stocks

By ethonomics on Feb. 25, 2022, 11:45 a.m.
Tagged topics: mutual funds

Views: 44, Votes: 6, Responses: 0, Attachments: 1
WFC

+38 pts



Wells Fargo & Company

By KHUN on Jan. 21, 2022, 11:37 a.m.
Tagged topics: analyst estimates , US banks, #earnings growth , equity valuations

Views: 38, Votes: 2, Responses: 0, Attachments: 1
WFC

+34 pts



$WFC Wells Fargo's 4Q Results Above Expectations

By Btam on Jan. 17, 2022, 2:57 a.m.
Tagged topics: earnings results , beat and raise , US banks, #earnings growth

Views: 36, Votes: 3, Responses: 0, Attachments: 1
BLK , BSIG , BEN , IVZ , TROW , VCTR , VRTS , WETF , SCHW , EQT , BX , WFC

+36 pts



Morgan Stanley see the rise of Alternative Asset Managers and fall of Traditional Asset Managers driven by demand for private market access (deep dive)

By ethonomics on June 10, 2021, 1:28 p.m.
Tagged topics: Wealth Management , deep dive , cryptocurrency , Morgan Stanley , ESG investors , alternative asset managers , UHNW , private market access

Views: 221, Votes: 2, Responses: 0, Attachments: 89
BAC , JPM , MS , GS , WFC , C , USB

+38 pts



Deutsche looks at how rising inflation impacts banks - modest pick up in inflation is good, but a surge would be bad

By ethonomics on May 20, 2021, 3:26 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 185, Votes: 3, Responses: 1, Attachments: 3
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+37 pts



Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years

By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth

Views: 173, Votes: 4, Responses: 0, Attachments: 41