WFC Wells Fargo & Co.

XNYS 84.06 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

WFC $84.06 —
Key stats
$84.06
52-Week Range
$72.78 – $97.76
YTD
-11.70%
IV Rank (30D)
65.46
Straddle Price
$4.90
P/C Vol Ratio
1.11
Market Cap
$254.6B
Open
$83.34
Day Range
$83.04 – $84.90
Volume
5,559,642
Prev Close
$84.80
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.95%
Beta vs SPY0.98
Cost of Equity (CAPM)9.83% (VRP-adj)
WACC8.08%
Volatility Risk Premium+10.7pp (IV − HV30)
Effective Tax Rate15.8%
Rev. Growth (YoY, DCF input)+5.4%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.05 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$28.9B
Return on Equity (TTM)12.5%
Book / Price67.7% — banking bias active (P/B is primary)
Bank Quality Adj×1.09 (target ROE vs peer median)
Gross Margin (TTM)67.0%
FCF Margin (TTM)22.2%
Debt / Equity1.03
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth-1.9% (reverse-DCF on current price)
SMA 50$84.42 (Market Anchor value)
SMA 20 / Bollinger Mid$83.39
Bollinger Width / SMA209.3% (drives anchor stability)
Net Debt$142.3B
Market Cap$263B
Peers used for multiples: BAC, C, COF, GS, JPM, MS, PNC, USB
60-Day Conviction
61%
20-Day Fair Value
≈ by Dec 7, 2026
$85.30
α +1.5% rank 8%
conviction
88%
40-Day Fair Value
≈ by Jan 5, 2027
$87.13
α +3.7% rank 6%
conviction
94%
60-Day Fair Value
≈ by Feb 3, 2027
$85.56
α +1.8% rank 10%
conviction
61%
MethodImplied PriceWeightDetail
DCF $157.91 18%
DDM (Gordon) $51.03 14%
Peer P/E $102.40 5% median 12.6× · 8 peers
Peer EV/EBITDA n/a 0% median 17.8× · 8 peers
Peer P/B $82.05 8% median 1.4× · 8 peers
Peer P/S $98.24 3% median 2.0× · 8 peers
Market Anchor (SMA50) $84.42 35% stability 100% (BB-width)
Options Expected (B-L 30d) $83.60 18% 32 strikes · skew -1.51
As of 2026-11-06 · updated
About
Industry (SIC)
NATIONAL COMMERCIAL BANKS (6021) · industry map
Exchange
XNYS
Market Cap
$254.6B
Employees
194,369
List Date
1962-12-10
CIK
0000072971
Headquarters
San Francisco, CA
Homepage
https://www.wellsfargo.com

Wells Fargo is a premier, North American-focused banking titan that commands a $2.25 trillion balance sheet and the third-highest deposit market share in the United States. The bank uses a dense, expansive network of 4,079 branches to champion retail consumers and the middle market, where the firm has built a particularly strong reputation. Following the removal of its federal asset cap in 2025, the firm is set to deploy its legacy excess liquidity to expand each of its four segments: consumer & business lending, commercial banking, corporate & investment banking, and wealth & investment manag…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan0.61%6.05%12.16%1.72%12.27%-4.95%4.64%
Feb20.61%-4.01%-1.18%14.08%0.23%-11.73%3.00%
Mar5.34%-3.64%-19.92%5.27%-6.80%-3.60%-3.89%
Apr13.68%-10.43%5.38%2.97%-0.42%2.06%2.21%
May2.73%4.81%-1.44%0.67%4.14%-4.05%1.14%
Jun-4.17%-13.26%6.54%0.08%7.23%7.09%0.59%
Jul1.17%9.89%6.36%-2.06%-1.06%0.82%2.52%
Aug-0.20%0.39%-9.67%2.80%5.66%-1.71%-0.46%
Sep6.81%-7.96%-1.90%-3.22%2.49%-8.03%-1.97%
Oct8.80%10.61%0.40%17.21%7.54%3.93%8.08%
Nov-7.60%2.13%12.57%17.76%-1.66%-2.13%*3.51%
Dec1.63%-11.91%9.33%-6.70%9.13%--0.30%
Total57.62%-19.29%14.38%59.02%44.21%-21.37%22.43%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $83.41
SMA 50: $84.41
SMA 200: $83.53
Current: $84.06
EMA 12: $84.37
EMA 26: $83.86
MACD: 0.5098 | Signal: 0.3290
BULLISH
ADX (14): 14.44
RANGE
+DI: 28.48
−DI: 20.74

Momentum Oscillators

RSI (14): 50.70
NEUTRAL
Stoch %K: 57.08
Stoch %D: 75.26
Williams %R: -64.49

Volume & Volatility

BB Upper: $86.66
BB Lower: $80.17
NEUTRAL
OBV: 596,037,275
Vol SMA 20: 15,743,386
Vol ROC: -36.58%
ATR: $2.18
True Range: $1.86
HV 20: 26.9%
HV 30: 25.4%
HV 60: 24.7%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-07T00:00:00 – 2026-11-05T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: WFC (Wells Fargo)

Executive Summary: BULLISH (Confidence Level: 6/10) Key drivers: Strong technical momentum, positive earnings sentiment, and low volatility. Primary risks: Potential mean reversion, regulatory issues, and high implied volatility.

Technical Analysis:

  • Trend Direction: Short-term: Bullish; Medium-term: Neutral; Long-term: Neutral
  • Support/Resistance Levels: SMA 20 ($87.24), Upper Bollinger Band ($89.69)
  • Momentum Signals:
    • RSI (14): 51.78 (neutral)
    • MACD: Bullish (0.67 / Signal: -0.11 / Histogram: 0.78)
    • Bollinger Bands: Neutral (price touching middle band)
  • Volume Analysis: Volume SMA 20: 12584858.49, On-Balance Volume (OBV): 714672964.13

News & Sentiment Analysis:

  • Recent Headlines Summary: Positive earnings sentiment, neutral market commentary
  • Sentiment Assessment: POSITIVE
  • Catalyst Identification: Upcoming earnings release (Q2), regulatory announcements
  • Market Narrative: Technical signals align with positive news sentiment, indicating a potential uptrend

Risk & Volatility Assessment:

  • Beta Interpretation: 0.74 (vs SPY) - Low volatility
  • Volatility Regime: Current vs historical volatility levels: 56.7% (IV Rank: 90.2%) - High implied volatility
  • Options Market Signals: IV Premium vs HV30: 147.2% (positive = implied richer than realized)
  • Downside Protection: Support level at SMA 20 ($87.24)

Market Context & Positioning:

  • Sector Performance: Financials sector performing relatively well
  • Institutional Activity: Volume patterns suggesting institutional interest
  • Correlation Analysis: Stock moves less than market (R-squared interpretation)
  • Relative Valuation: Position within trading range

Key Levels & Action Items:

  • Critical Price Levels: Support at SMA 20 ($87.24), Resistance at Upper Bollinger Band ($89.69)
  • Breakout/Breakdown Levels: Technical levels that could trigger significant moves
  • Time-Sensitive Catalysts: Upcoming earnings release (Q2)
  • Risk Management: Stop-loss levels and position sizing considerations

Recommendations:

  1. Short-term trading: Buy with a stop-loss below SMA 20 ($87.24) and target the Upper Bollinger Band ($89.69).
  2. Medium-term investing: Consider a long position with a stop-loss below SMA 50 ($85.86) and target the SMA 200 ($84.97).
  3. Long-term holding: Hold for a potential uptrend, but monitor market conditions and adjust as needed.

Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. It is essential to evaluate individual circumstances and risk tolerance before making any investment decisions.

Generated
Earnings History
12 of 24 under expected move
Avg Expected Move
4.26%
Avg Actual Move
3.90%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-15 Pre-Market 4.78% 7.80% 1.63x Exceeded
2021-04-14 Pre-Market 4.25% 5.53% 1.30x Exceeded
2021-07-14 Pre-Market 4.00% 3.98% 0.99x Within
2021-10-14 Pre-Market 4.06% 1.61% 0.40x Within
2022-01-14 Pre-Market 3.77% 3.68% 0.98x Within
2022-04-14 Pre-Market 4.14% 4.51% 1.09x Exceeded
2022-07-15 Pre-Market 4.52% 6.17% 1.37x Exceeded
2022-10-14 Pre-Market 5.03% 1.86% 0.37x Within
2023-01-13 Pre-Market 4.13% 3.25% 0.79x Within
2023-04-14 Pre-Market 4.24% 0.05% 0.01x Within
2023-07-14 Pre-Market 3.64% 0.34% 0.09x Within
2023-10-13 Pre-Market 3.72% 3.07% 0.83x Within
2024-01-12 Pre-Market 3.00% 3.34% 1.11x Exceeded
2024-04-12 Pre-Market 3.79% 0.39% 0.10x Within
2024-07-12 Pre-Market 4.24% 6.02% 1.42x Exceeded
2024-10-11 Pre-Market 3.64% 5.61% 1.54x Exceeded
2025-01-15 Pre-Market 4.66% 6.69% 1.44x Exceeded
2025-04-11 Pre-Market 5.97% 0.95% 0.16x Within
2025-07-15 Pre-Market 4.27% 5.48% 1.28x Exceeded
2025-10-14 Pre-Market 4.50% 7.15% 1.59x Exceeded
2026-01-14 Pre-Market 4.17% 4.61% 1.11x Exceeded
2026-04-14 Pre-Market 4.40% 5.70% 1.30x Exceeded
2026-07-14 Pre-Market 4.77% 2.71% 0.57x Within
2026-10-13 Pre-Market 4.58% 3.10% 0.68x Within

Earnings calendar: this week’s reports with expected vs actual moves →

WFC Options Activity & IV Rank

WFC IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 27.9%
7-DTE IV: 30.2%
Expected Move: $4.90
7-DTE Move: $2.85
Days to Exp: 28 (2026-12-04)

Options Flow

Call Volume: 617
Put Volume: 683
P/C Volume: 1.107
NEUTRAL
Call OI: 2,701
Put OI: 1,172
P/C OI: 0.434
Total OI: 3,873

ATM Options Pricing

ATM Call: $2.40
ATM Put: $2.50
Call %: 2.9%
Put %: 3.0%

Chain Summary

Chain Volume: 41,618
Chain OI: 1,178,977
Last Updated: 11/6/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 12th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
12%
vs own history
GEX tilt
-0.13
OI-weighted, today
Vanna tilt
+0.75
δ-sensitivity to IV
Charm tilt
-0.74
δ-decay vs time
Vanna tilt +0.75: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.74: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 185 ATM contracts, 429k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d 44%
+4.3 pts EXTREME
ATM 30.0% / Wing 34.3%
30 DTE / 10d 100%
+18.4 pts EXTREME
ATM 26.4% / Wing 44.8%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)39.2MediumNov 6
IV Rank (30 DTE)65.5MediumNov 6
Straddle Price (30 DTE)$4.90Nov 6
Beta Analysis

Risk Metrics

Beta: 0.6818
Alpha: -6.02%
Correlation: 0.3563
R-Squared: 12.7%
Stock Volatility: 25.9%
Market Volatility: 13.6%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own WFC
7 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$556.9M
0.32%
#36 of 6285+198.9%13F
Millennium Management Hedge fund
Izzy Englander
$392.4M
0.27%
#40 of 3716+33.8%13F
Point72 Hedge fund
Steve Cohen
$140.3M
0.21%
#110 of 1945new13F
Bridgewater Associates Hedge fund
Ray Dalio
$94.7M
0.39%
#43 of 997+21.6%13F
Rockefeller Capital Management Family office
Rockefeller family
$62.3M
0.10%
#196 of 4729-1.5%13F
Markel Group Holding company
Tom Gayner
$16.4M
0.13%
#92 of 1450.0%13F
Renaissance Technologies Hedge fund
Jim Simons
$6.2M
0.01%
#1326 of 3138+126.2%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

WFC Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 3,100,225,000 (as of 2026-09-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

3,033 filers2,646,917,368 shares$221.68B value85.38% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 296,419,877 $27.63B 12.46% 9.56% 2025-12-31
2 BlackRock, Inc. Custodian 250,601,039 $20.71B 9.34% 8.08% 2026-06-30
3 Vanguard Capital Management LLC 199,899,163 $16.52B 7.45% 6.45% 2026-06-30
4 FMR LLC Custodian 152,555,290 $12.61B 5.69% 4.92% 2026-06-30
5 State Street Corp 135,987,935 $11.24B 5.07% 4.39% 2026-06-30
6 JPMorgan Chase & Co Custodian 114,238,700 $9.54B 4.30% 3.68% 2026-06-30
7 Capital Research Global Investors 76,395,745 $6.31B 2.85% 2.46% 2026-06-30
8 Geode Capital Management, LLC Custodian 73,893,386 $6.08B 2.74% 2.38% 2026-06-30
9 Vanguard Portfolio Management LLC 62,029,564 $5.13B 2.31% 2.00% 2026-06-30
10 Norges Bank 55,487,578 $4.59B 2.07% 1.79% 2026-06-30
11 Morgan Stanley Custodian 53,356,165 $4.41B 1.99% 1.72% 2026-06-30
12 Bank of America Corp Custodian 40,883,892 $3.38B 1.52% 1.32% 2026-06-30
13 State Farm Mutual Automobile Insurance Co 39,758,338 $3.29B 1.48% 1.28% 2026-06-30
14 Wellington Management Group LLP Custodian 39,422,141 $3.26B 1.47% 1.27% 2026-06-30
15 Invesco Ltd. Custodian 34,318,308 $2.84B 1.28% 1.11% 2026-06-30
16 Dodge & Cox 31,328,076 $2.59B 1.17% 1.01% 2026-06-30
17 Northern Trust Corp Custodian 30,457,158 $2.52B 1.14% 0.98% 2026-06-30
18 Nuveen, LLC Custodian 22,621,692 $1.87B 0.84% 0.73% 2026-06-30
19 Ameriprise Financial, Inc. Custodian 21,835,452 $1.80B 0.81% 0.70% 2026-06-30
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 21,516,479 $1.78B 0.80% 0.69% 2026-06-30
21 Charles Schwab Investment Management, Inc. 20,931,340 $1.73B 0.78% 0.68% 2026-06-30
22 Legal & General Group Plc Custodian 19,795,267 $1.64B 0.74% 0.64% 2026-06-30
23 Goldman Sachs Group Inc Custodian 19,540,021 $1.61B 0.73% 0.63% 2026-06-30
24 Dimensional Fund Advisors LP Custodian 18,695,330 $1.55B 0.70% 0.60% 2026-06-30
25 Capital International Investors 18,157,561 $1.50B 0.68% 0.59% 2026-06-30
67 filers$2.93B notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $499.10M 17.05% 2026-06-30
2 Citadel Advisors LLC Custodian $353.75M 12.09% 2026-06-30
3 Jane Street Group, LLC Custodian $351.18M 12.00% 2026-06-30
4 Optiver Holding B.V. $233.47M 7.98% 2026-06-30
5 UBS Group AG Custodian $174.77M 5.97% 2026-06-30
6 IMC-Chicago, LLC Custodian $148.57M 5.08% 2026-06-30
7 Barclays PLC Custodian $132.22M 4.52% 2026-06-30
8 Wolverine Trading, LLC Custodian $125.05M 4.27% 2025-09-30
9 D. E. Shaw & Co., Inc. Custodian $108.72M 3.71% 2026-06-30
10 BNP Paribas Financial Markets Custodian $90.33M 3.09% 2026-06-30
11 JPMorgan Chase & Co Custodian $59.71M 2.04% 2026-06-30
12 Walleye Trading LLC $56.17M 1.92% 2026-06-30
13 Simplex Trading, LLC Custodian $52.23M 1.78% 2026-06-30
14 CTC LLC $46.89M 1.60% 2026-06-30
15 Point72 Asset Management, L.P. $34.44M 1.18% 2026-06-30
16 Goldman Sachs Group Inc Custodian $33.91M 1.16% 2026-06-30
17 Citigroup Inc. Custodian $31.59M 1.08% 2026-06-30
18 Qube Research & Technologies Ltd $31.30M 1.07% 2026-06-30
19 Millennium Management LLC Custodian $31.11M 1.06% 2026-06-30
20 TUDOR INVESTMENT CORP ET AL $27.49M 0.94% 2026-06-30
21 Balyasny Asset Management L.P. $27.37M 0.94% 2026-06-30
22 NOMURA HOLDINGS INC $25.19M 0.86% 2026-06-30
23 Allianz Asset Management GmbH $22.21M 0.76% 2026-06-30
24 Parallax Volatility Advisers, L.P. $19.73M 0.67% 2026-06-30
25 GROUP ONE TRADING LLC Custodian $18.94M 0.65% 2026-06-30
73 filers$4.06B notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $680.11M 16.77% 2026-06-30
2 Jane Street Group, LLC Custodian $473.68M 11.68% 2026-06-30
3 Optiver Holding B.V. $394.19M 9.72% 2026-06-30
4 Citadel Advisors LLC Custodian $348.04M 8.58% 2026-06-30
5 Millennium Management LLC Custodian $253.89M 6.26% 2026-06-30
6 Citigroup Inc. Custodian $168.40M 4.15% 2026-06-30
7 BNP Paribas Financial Markets Custodian $156.74M 3.87% 2026-06-30
8 IMC-Chicago, LLC Custodian $146.28M 3.61% 2026-06-30
9 Royal Bank of Canada Custodian $117.94M 2.91% 2026-06-30
10 UBS Group AG Custodian $103.18M 2.54% 2026-06-30
11 Goldman Sachs Group Inc Custodian $95.68M 2.36% 2026-06-30
12 Barclays PLC Custodian $79.76M 1.97% 2026-06-30
13 CTC LLC $71.38M 1.76% 2026-06-30
14 Eisler Capital Management Ltd. $67.65M 1.67% 2025-09-30
15 Marshall Wace, LLP Custodian $65.20M 1.61% 2026-06-30
16 Wolverine Trading, LLC Custodian $61.35M 1.51% 2025-09-30
17 D. E. Shaw & Co., Inc. Custodian $58.22M 1.44% 2026-06-30
18 Simplex Trading, LLC Custodian $57.49M 1.42% 2026-06-30
19 Walleye Trading LLC $51.01M 1.26% 2026-06-30
20 Parallax Volatility Advisers, L.P. $49.61M 1.22% 2026-06-30
21 Balyasny Asset Management L.P. $41.71M 1.03% 2026-06-30
22 CAPSTONE INVESTMENT ADVISORS, LLC $40.63M 1.00% 2026-06-30
23 CMT Capital Markets Trading GmbH $39.41M 0.97% 2026-06-30
24 HSBC Holdings plc Custodian $37.75M 0.93% 2026-06-30
25 Qube Research & Technologies Ltd $36.64M 0.90% 2026-06-30

WFC Insider Trading (Form 4)

Latest: 2026-10-05
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-05 Wayne M. Hewett Director Award (A) — — EDGAR
2026-10-05 Steven D Black Director Award (A) — — EDGAR
2026-10-05 Ronald Sargent Director Award (A) — — EDGAR
2026-07-17 Derek A. Flowers Sr. EVP and Chief Risk Officer Gift (G) — — EDGAR
2026-07-02 Wayne M. Hewett Director Award (A) — — EDGAR
2026-07-02 Steven D Black Director Award (A) — — EDGAR
2026-07-02 Ronald Sargent Director Award (A) — — EDGAR
2026-06-17 Jason M. Rosenberg SEVP & Head of Public Affairs Mixed +9,138 $83.73 -$676.5K EDGAR
2026-05-14 Theodore F Craver Jr Director Gift (G) — — EDGAR
2026-04-30 Steven D Black Director Grant (A) +3,436 RSU — EDGAR
2026-04-30 Mark A Chancy Director Grant (A) +3,436 RSU — EDGAR
2026-04-30 Theodore F Craver Jr Director Grant (A) +3,436 RSU — EDGAR
2026-04-30 Richard K Davis Director Grant (A) +3,436 RSU — EDGAR
2026-04-30 Fabian T Garcia Director Grant (A) +3,436 RSU — EDGAR
2026-04-30 Wayne M. Hewett Director Grant (A) +3,436 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

WFC Insider Holdings

29 insiders · @ $84.06
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Charles W Scharf Chairman and CEO 1,498,707 $125.98M $4.96M 30 2026-03-09
2 Michael P. Santomassimo Sr. EVP & CFO 570,049 $47.92M $0 18 2026-03-09
3 Scott Powell SEVP & Chief Operating Officer 456,533 $38.38M $0 29 2026-03-09
4 Jonathan G. Weiss Sr. Executive Vice President 379,093 $31.87M $0 27 2025-01-30
5 Barry Sommers Sr. Executive Vice President 286,834 $24.11M $0 18 2026-03-09
6 Saul Van Beurden Sr. Executive Vice President 261,550 $21.99M -$2.17M 35 2026-03-09
7 Ellen R Patterson Sr. EVP and General Counsel 218,408 $18.36M -$5.24M 22 2026-03-09
8 Ather Williams III Sr. Executive Vice President 215,883 $18.15M -$3.82M 16 2025-03-07
9 Kyle G Hranicky Sr. Executive Vice President 159,378 $13.40M $0 22 2026-03-09
10 Fernando Rivas Sr. Executive Vice President 121,515 $10.21M $0 8 2026-03-17
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

WFC Board & Officers

As of SEC filings through Oct 5, 2026

Directors 13

Officers 15

Changes in the last 10 years (63)
Dec 9, 2025Charles W Scharf listed as Chairman and CEO (previously CEO & President) in SEC filings
Jan 30, 2025Jonathan G. Weiss reported in an SEC filing no longer being Sr. Executive Vice President
Aug 12, 2024Bridget E. Engle became Sr. Executive Vice President
May 8, 2024Fernando Rivas became Sr. Executive Vice President
Apr 30, 2024Fabian T Garcia became a director
Apr 15, 2024Jason M. Rosenberg became SEVP & Head of Public Affairs
Sep 27, 2023Thomas R Nides became Vice Chairman
May 15, 2023Tracy M Kerrins became Sr. Executive Vice President
Apr 13, 2023The company announced the departure of Mary T Mack as Sr. Executive Vice President in an SEC filing
Feb 22, 2023The company announced the departure of Juan A Pujadas from the board in an SEC filing
Oct 31, 2022Kristy Fercho became Sr. Executive Vice President
Apr 26, 2022Richard K Davis became a director
Apr 26, 2022Felicia F Norwood became a director
Apr 26, 2022CeCelia Morken became a director
Jan 27, 2022Derek A. Flowers listed as Sr. EVP and Chief Risk Officer (previously Sr. Executive Vice President) in SEC filings
Oct 1, 2021Bei Ling became Sr. Executive Vice President
Sep 3, 2021Kyle G Hranicky became Sr. Executive Vice President
Nov 9, 2020Kleber Santos became Sr. Executive Vice President
Oct 19, 2020Ather Williams III became Sr. Executive Vice President
Oct 16, 2020Michael P. Santomassimo became Sr. EVP & CFO
Not reported recently (31)
  • Ather Williams III · Last reported as Sr. Executive Vice President in an SEC filing dated Mar 7, 2025
  • Tracy M Kerrins · Last reported as Sr. Executive Vice President in an SEC filing dated Mar 19, 2024
  • William M Daley · Last reported as Vice Chairman - Public Affairs in an SEC filing dated Mar 7, 2024
  • Thomas R Nides · Last reported as Vice Chairman in an SEC filing dated Oct 26, 2023
  • Richard B Payne JR · Last reported as a director in an SEC filing dated Apr 27, 2023
  • Lester Owens · Last reported as Sr. Executive Vice President in an SEC filing dated Feb 7, 2023
  • Michael S Weinbach · Last reported as Sr. Executive Vice President in an SEC filing dated Jun 22, 2022
  • Amanda G Norton · Last reported as Sr. EVP and Chief Risk Officer in an SEC filing dated Jul 14, 2021
  • Charles H Noski · Last reported as a director in an SEC filing dated Jul 2, 2021
  • Petros G Pelos · Last reported as Sr. Executive Vice President in an SEC filing dated Apr 21, 2021
  • David Galloreese · Last reported as Sr. Executive Vice President in an SEC filing dated Mar 17, 2021
  • John R. Shrewsberry · Last reported as Sr. EVP & CFO in an SEC filing dated Oct 2, 2020
  • Donald M James · Last reported as a director in an SEC filing dated Apr 30, 2020
  • John D Baker II · Last reported as a director in an SEC filing dated Apr 3, 2020
  • Richard Levy · Last reported as EVP & Chief Accounting Officer in an SEC filing dated Mar 31, 2020
  • Douglas R Edwards · Last reported as EVP & Acting General Counsel in an SEC filing dated Mar 17, 2020
  • Elizabeth A Duke · Last reported as a director in an SEC filing dated Jan 3, 2020
  • James H. Quigley · Last reported as a director in an SEC filing dated Apr 25, 2019
  • C. Allen Parker · Last reported as Sr. Executive Vice President in an SEC filing dated Mar 28, 2019
  • Timothy J Sloan · Last reported as a director in an SEC filing dated Mar 19, 2019
  • Hope A. Hardison · Last reported as Sr. Executive Vice President in an SEC filing dated Aug 14, 2018
  • Karen B Peetz · Last reported as a director in an SEC filing dated Apr 26, 2018
  • Lloyd H Dean · Last reported as a director in an SEC filing dated Apr 3, 2018
  • Enrique Hernandez Jr · Last reported as a director in an SEC filing dated Mar 13, 2018
  • John S Chen · Last reported as a director in an SEC filing dated Dec 6, 2017
  • Stephen W Sanger · Last reported as a director in an SEC filing dated Oct 3, 2017
  • David M Carroll · Last reported as Senior Exec. Vice President in an SEC filing dated Jun 9, 2017
  • Susan Swenson · Last reported as a director in an SEC filing dated Apr 27, 2017
  • Federico F Pena · Last reported as a director in an SEC filing dated Apr 27, 2017
  • Susan E Engel · Last reported as a director in an SEC filing dated Apr 18, 2017
  • James M Strother · Last reported as Sr. Executive Vice President in an SEC filing dated Mar 17, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

WFC Proposed Insider Sales (Form 144)

Latest: 2026-02-26
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-02-26 Engle Bridget E. Officer, Senior Executive Vice President; Head of Tech 30,000 $2.61M 2026-02-26 Citigroup Global Markets, Inc. — EDGAR
2026-02-26 Patterson Ellen R Officer 60,000 $5.24M 2026-02-26 Wells Fargo Clearing Services — EDGAR
2026-02-26 KLEBER SANTOS Officer 25,000 $2.19M 2026-02-20 Merrill Lynch — EDGAR
2025-08-21 Weiss Jonathan G. Former Officer 76,505 $5.96M 2025-08-21 Wells Fargo Clearing Services — EDGAR
2024-10-16 Williams Ather III Director 60,000 $3.82M 2024-10-16 Merrill Lynch — EDGAR
2024-10-15 Van Beurden Saul Officer 35,000 $2.17M 2024-10-14 Wells Fargo Clearing Services — EDGAR
2023-08-11 Owens Lester Officer 93,001 $4.07M 2023-08-11 Charles Schwab & Co — EDGAR
2023-04-14 144/A Owens Lester Officer 91,383 $3.52M 2023-04-17 Charles Schwab & Co — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-20 0001193125-26-232818 EDGAR
2026-04-30 0000072971-26-000227 EDGAR
2026-04-14 0000072971-26-000213 EDGAR
2026-03-18 0001193125-26-113964 EDGAR
2026-03-17 0001193125-26-110792 EDGAR
2026-02-25 0001193125-26-068647 EDGAR
2026-02-13 0001839882-26-009703 EDGAR
2026-01-29 0000072971-26-000061 EDGAR
2026-01-23 0001193125-26-021049 EDGAR
2026-01-22 0000072971-26-000011 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-24 0000072971-26-000133 EDGAR
2025-02-25 0000072971-25-000066 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0000072971-26-000217 EDGAR
2025-10-31 0000072971-25-000253 EDGAR
2025-08-05 0000072971-25-000201 EDGAR
2025-04-29 0000072971-25-000129 EDGAR
2024-10-31 0000072971-24-000243 EDGAR
ETF Holders
379 ETFs hold WFC
25 shown · $32.91B total exposure · 0.56% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.33% $7.7B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.37% $6.4B — 2026-09-30
3 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.40% $3.5B $850.0B 2026-11-04
4 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.40% $3.3B $818.5B 2026-11-04
5 VTV Vanguard Morningstar Value ETF Vanguard 0.92% $2.3B — 2026-09-30
6 XLF State Street® Financial Select Sector SPDR® ETF SPDR (State Street) 3.17% $1.8B $55.5B 2026-11-04
7 VYM Vanguard High Dividend Yield ETF Vanguard 1.03% $985.8M — 2026-09-30
8 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.40% $737.9M $185.1B 2026-11-04
9 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.68% $582.8M $83.3B 2026-11-04
10 KBWB Invesco KBW Bank ETF Invesco 8.44% $579.0M — 2026-11-04
11 DGRO iShares Core Dividend Growth ETF iShares (BlackRock) 1.25% $577.8M $44.9B 2026-11-04
12 CGDV Capital Group Dividend Value ETF Capitalgroup 1.32% $520.1M $39.5B 2026-11-04
13 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.85% $442.4M $51.7B 2026-11-04
14 RDVY First Trust Rising Dividend Achievers ETF First Trust 1.54% $401.4M $26.1B 2026-11-04
15 VFH Vanguard Financials ETF Vanguard 2.88% $400.5M — 2026-09-30
16 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.35% $344.0M $92.8B 2026-11-04
17 SPYV State Street® SPDR® Portfolio S&P 500® Value ETF SPDR (State Street) 0.85% $335.9M $39.3B 2026-11-04
18 AVLV Avantis U.S. Large Cap Value ETF Avantis 1.44% $334.1M $23.0B 2026-11-04
19 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.34% $305.9M — 2026-11-04
20 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.38% $285.1M — 2026-09-30
21 SCHX Schwab U.S. Large-Cap ETF Nport 0.35% $254.8M — 2026-05-31
22 PFF iShares Preferred and Income Securities ETF iShares (BlackRock) 2.13% $249.2M $11.5B 2026-11-04
23 IUSV iShares Core S&P U.S. Value ETF iShares (BlackRock) 0.81% $234.4M $29.0B 2026-11-04
24 BLCR iShares Large Cap Core Active ETF iShares (BlackRock) 2.22% $217.5M $9.4B 2026-11-04
25 VT Vanguard Total World Stock ETF Vanguard 0.21% $210.2M — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
11.86
TTM Diluted EPS
$7.09
TTM Revenue
$130.21B
TTM Net Income
$21.98B
TTM Op. Cash Flow
$28.91B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-09-30$33.26B$5.70B$1.87$8.87B
Q2 '262026-06-30$33.59B$6.16B$2.00$6.78B
Q1 '262026-03-31$31.80B$5.00B$1.60$9.14B
Q4 '252025-12-31$31.56B$5.11B$1.62$4.12B
Q3 '252025-09-30$31.91B$5.34B$1.66$-869.00M
Q2 '252025-06-30$30.43B$5.21B$1.60$-11.22B
Q1 '252025-03-31$29.63B$4.62B$1.39$-11.04B
Q4 '242024-12-31$30.60B$4.80B$1.43$8.90B
Q3 '242024-09-30$31.67B$4.85B$1.42$4.21B
Q2 '242024-06-30$31.65B$4.64B$1.33$2.05B
Q1 '242024-03-31$31.48B$4.31B$1.20$-12.12B
Q4 '232023-12-31$30.55B$3.16B$0.87$18.20B
Q3 2026 • period ending 2026-09-30 • filed 2026-10-28
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
12.22
P/B
1.46
P/S
2.06
EV/EBITDA
14.78
EV/Sales
3.15
ROE
11.9%
ROA
0.9%
Div Yield
2.53%
FCF Yield
7.21%
Debt/Equity
1.00
Current Ratio
—
Market Cap
$266.01B
as of 2026-11-06
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
26.71M
SI % of Float
0.88%
Days to Cover
1.54
Short Vol Ratio
55.9%
Free Float
3.02B
Float %
99.9%
Short interest 2026-10-15 • Short volume 2026-11-05 • Float 2026-09-25