NYSE: WFC - Wells Fargo

Доходность за полгода: +19.89%
Сектор: Financials

График акции Wells Fargo


О компании

WellsFargo & Co. — банковская компания, предоставляющая финансовые и страховые услуги в США, Канаде и Пуэрто-Рико. Крупнейший по рыночной капитализации в мире (почти $300 млрд, 2015 и четвёртый по величине банк в США, входит в так называемую «большую четвёрку» банков США (вместе с Bank of America, Citigroup и JPMorgan Chase, занимает 7 место в списке самых дорогих компаний США (S&P 500), также входит в рейтинг Fortune 1000. Wells, Fargo & Company была основана в 1852 году в Калифорнии Генри Уэллсом и Уильямом Фарго.

Подробнее
Компания базируется в Сан-Франциско, в то время как штаб-квартира банковского подразделения находится в Су-Фолс (Южная Дакота).  www.wellsfargo.com/about/investor-relations/quarterly-earnings/

EBITDA 51.93
EV/EBITDA 8.24
IPO date 1972-06-01
ISIN US9497461015
Industry Banks
P/BV 1.26
P/E 11.99
P/S 2.78
Sector Financials
Валюта usd
Валюта отчета usd
Выручка 85.06
Див.доход ао 3.29
Дивиденд ао 1.4
Сайт http://www.wellsfargo.com
Цена ао 65.96
Число акций ао 3.7204 млрд
Изменение цены за день: -0.1695% (70.81)
Изменение цены за неделю: -1.27% (71.6)
Изменение цены за месяц: -4.59% (74.09)
Изменение цены за 3 месяца: +30.28% (54.26)
Изменение цены за полгода: +19.89% (58.96)
Изменение цены за год: +41.13% (50.09)
Изменение цены за 3 года: +25.96% (56.12)
Изменение цены за 5 лет: +177.43% (25.48)
Изменение цены за 10 лет: +28.43% (55.04)
Изменение цены с начала года: +42.87% (49.48)

Недооценка

Название Значение Оценка
P/S 2.22 7
P/BV 0.9761 9
P/E 9.56 9
EV/EBITDA 3.82 10
Итого: 9.38

Эффективность

Название Значение Оценка
ROA, % 0.9905 1
ROE, % 10.31 4
Итого: 4.67

Дивиденды

Название Значение Оценка
Div yield, % 2.31 5.78
DSI 0.7857 7.86
Итого: 3.89

Долг

Название Значение Оценка
Debt/EBITDA 5.07 0
Итого: 4

Импульс роста

Название Значение Оценка
Доходность Revenue, % -9.24 0
Доходность Ebitda, % -34.6 0
Доходность EPS, % 16.41 3
Итого: 2.6

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
0.61% 0.4 III кв. 2024 06.11.2024 08.11.2024 25.11.2024
0.53% 0.35 I кв. 2024 07.05.2024 09.05.2024 24.05.2024
0.62% 0.35 IV кв. 2023 30.01.2024 01.02.2024 16.02.2024
0.65% 0.3 IV кв. 2022 31.01.2023 02.02.2023 17.02.2023
0.65% 0.3 III кв. 2022 01.11.2022 03.11.2022 18.11.2022
0.7% 0.3 II кв. 2022 02.08.2022 04.08.2022 19.08.2022
0.52% 0.25 IV кв. 2021 01.02.2022 03.02.2022 18.02.2022
0.34% 0.2 III кв. 2021 02.11.2021 04.11.2021 19.11.2021
0.39% 0.2 II кв. 2021 03.08.2021 05.08.2021 20.08.2021
0.21% 0.1 I кв. 2021 04.05.2021 06.05.2021 21.05.2021
0.25% 0.1 IV кв. 2020 02.02.2021 04.02.2021 19.02.2021

Институционалы Объем Доля, %
Vanguard Group Inc 321727905 9.09
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State Street Corporation 147273022 4.16
Dodge & Cox Inc 117252015 3.31
JP Morgan Chase & Company 113840509 3.22
Price (T.Rowe) Associates Inc 71230648 2.01
Geode Capital Management, LLC 70166833 1.98
Capital International Investors 64946911 1.83
Norges Bank Investment Management 53292249 1.51

ETF Доля, % Доходность за год, % Дивиденды, %
John Hancock Multifactor Financials ETF 2.77 49.74 1.31
MicroSectors U.S. Big Banks Index 2x Leveraged ETN 9.52 0.95
MicroSectors U.S. Big Banks Index Inverse ETN -9.52 0.95
AdvisorShares DoubleLine Value Equity ETF 3.45 36.21 1.03
iShares Russell 1000 Pure U.S. Revenue ETF 2.05 35.03 1.87
Direxion S&P 500 High minus Low Quality ETF 2.69 27.31 14.09
Direxion High Growth ETF 1.15 24.86 25.07
First Trust Hedged BuyWrite Income ETF 2.29 7.1445412608918 2.96
Natixis U.S. Equity Opportunities ETF 2.05 2.77
JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.43 1.37
FinEx USA UCITS ETF 0.47 54.54
FinEx RUB GLOBAL EQUITY UC ETF 0.12 48.06
FinEx USD GLOBAL EQUITY UC ETF 0.1 37.73
Vanguard S&P 500 Value ETF 0.98 23.316964008205 2.28265
iShares U.S. Financials ETF 3.51786 46.377884734049 2.24822
iShares Russell Top 200 Value ETF 1.22043 25.399644760213 2.21611
Direxion Daily Financial Bull 3X Shares 2.03147 149.13697104677 1.63512
Dimensional US Large Cap Value ETF 1.24461 25.836943678614 1.65
Invesco KBW Bank ETF 6.86597 58.229813664596 3.30625
SPDR S&P Bank ETF 0.9268 47.013352073085 2.93482
iShares U.S. Financial Services ETF 3.70235 46.336854640032 2.39714
JPMorgan Active Value ETF 2.22416 26.87392714095 2.19283
Invesco Large Cap Value ETF 3.25944 28.845466908147 2.79065
Schwab Fundamental U.S. Broad Market Index ETF 1.04922 -57.771210013908 2.19075
Vanguard U.S. Momentum Factor ETF 0.95 45.845704753962 1.05834
Davis Select U.S. Equity ETF 3.91403 32.396449704142 1.59083
iShares Global Financials ETF 1.72561 32.873989664767 3.18552
iShares Core Dividend ETF 1.93735 30.616875986908 3.10166
SPDR S&P 1500 Value Tilt ETF 1.00797 27.14840508514 2.3833
MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10 130.27405991077 3.4085
Vanguard U.S. Multifactor ETF 1.71 30.064749625357 2.39666
SPDR Global Dow ETF 0.7668 21.820806672964 3.27726
Davis Select Financial ETF 4.90199 46.741244962574 3.05892
T. Rowe Price Equity Income ETF 2.41475 23.866279069767 2.6897
FPA Global Equity ETF 3.66126 26.316629428663 2.06562
Fidelity Blue Chip Value ETF 2.26607 18.376630299584 2.3236
Invesco S&P 500® Enhanced Value ETF 3.96033 27.554857709382 2.81942
First Trust Nasdaq Bank ETF 6.81017 53.19246669729 3.04552
PIMCO RAFI ESG U.S. ETF 1.73704 22.852440460314 2.34728
Columbia Research Enhanced Value ETF 1.91596 28.015923103063 2.60097
Gabelli Financial Services Opportunities ETF 4.48935 55.881055124753 1.41177
MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10 81.573705179283 3.4085
Schwab Fundamental U.S. Large Company ETF 1.09366 27.149842839951 2.21151
Dimensional US Marketwide Value ETF 0.95786 24.87762741146 2.11042
Vanguard Financials ETF 2.78969 43.502567027952 1.99939
Vanguard Russell 1000 Value ETF 0.82 25.936599423631 2.15186
iShares MSCI USA Value Factor ETF 1.49037 20.501305483029 2.97219
Invesco FTSE RAFI US 1000 ETF 1.01964 26.838671411625 2.3733
iShares Russell 1000 Value ETF 0.78858 25.937401201391 2.15361
Financial Select Sector SPDR Fund 3.22558 42.070116861436 1.64773
American Conservative Values ETF 0.57524 31.71965733341 1.43825
WisdomTree U.S. AI Enhanced Value Fund 0.30828 21.365082848678 2.46777
Avantis U.S. Large Cap Value ETF 1.09445 27.847633136095 2.05311
Avantis U.S. Equity ETF 0.40788 30.338089728757 1.59151
JPMorgan BetaBuilders U.S. Equity ETF 0.39008 32.060975609756 1.42604
ALPS Barron's 400 ETF 0.22702 40.834548104956 1.39821
Vanguard Intermediate-Term Bond ETF 0.04 1.6430670585092 3.45
BNY Mellon US Large Cap Core Equity ETF 0.42238 31.990740740741 1.41823
Vanguard Long-Term Bond ETF 0.01 -0.44388958246637 4.89
Vanguard Short-Term Bond ETF 0.01 1.5586116568435 3.02
VictoryShares US 500 Volatility Wtd ETF 0.18389 26.922143156132 1.74636
VictoryShares US 500 Enhanced Volatility Wtd ETF 0.18855 26.541831300464 1.74639
Capital Group Core Equity ETF 0.37481 31.580895964458 1.61994
Convergence Long/Short Equity ETF 0.57082 38.084112149533 1.56428
iShares MSCI ACWI Low Carbon Target ETF 0.26589 24.634051907177 2.05381
Proshares Large Cap Core Plus 0.12411 29.052511415525 1.66486
Invesco Zacks Multi-Asset Income ETF 0.99656 18.051558030674 5.46366
First Trust Dorsey Wright Momentum & Dividend ETF 2.06683 39.014845751588 2.99374
Xtrackers Russell US Multifactor ETF 0.0473 31.566701317102 1.63409
Dimensional U.S. Core Equity 2 ETF 0.28242 30.755198832543 1.47098
Dimensional US Core Equity Market ETF 0.32099 30.983243755928 1.40618
Dimensional International Core Equity 2 ETF 0.00008 12.593206296603 3.69996
Dimensional International Small Cap ETF 0.00001 13.318681318681 3.34747
Dimensional U.S. Equity ETF 0.33988 31.530984204131 1.3557
WisdomTree U.S. LargeCap Dividend Fund 0.8254 27.444548578569 2.4447
First Trust Dorsey Wright Momentum & Value ETF 2.31558 37.106382978723 1.83769
First Trust Dorsey Wright Momentum & Low Volatility ETF 0.90319 36.72012218404 1.16447
Davis Select Worldwide ETF 1.13792 35.508142361355 2.28444
BlackRock U.S. Equity Factor Rotation ETF 0.03277 39.321772023762 1.12369
Invesco Russell 1000 Equal Weight ETF 0.05731 24.189418774377 2.1901
ProShares Equities for Rising Rates ETF 1.8656 20.601114649682 2.39701
IQ Engender Equality ETF 1.17471 30.639799204395 1.74017
Invesco S&P 100 Equal Weight ETF 0.88999 28.410194174757 2.37923
iShares MSCI USA Equal Weighted ETF 0.16436 27.495824232301 1.80633
First Trust Multi Cap Value AlphaDEX Fund 0.32045 23.016284603201 2.52798
Fidelity Momentum Factor ETF 0.78095 41.443916168426 1.17922
Fidelity Dividend ETF for Rising Rates 1.0707 26.697903355578 2.64931
Fidelity High Dividend ETF 0.53428 29.060882425438 3.31978
First Trust Large Cap Core AlphaDEX Fund 0.31329 32.899145783189 1.90065
RiverNorth Patriot ETF 0.26711 29.660107334526 2.28129
Fidelity New Millennium ETF 1.90787 14.061909010328 1.58241
First Trust Large Cap Value AlphaDEX Fund 0.6317 22.505909402369 2.64523
First Trust BuyWrite Income ETF 0.39225 14.093959731544 2.11702
CornerCap Fundametrics Large-Cap ETF 1.43956 28.351018488581 2.31933
Fidelity Value Factor ETF 0.84081 26.415470494418 1.98801
First Trust Financials AlphaDEX Fund 0.53401 44.360166381209 2.58773
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.27645 54.896029488361 1.40216
iShares Global Equity Factor ETF 0.13489 22.249395471532 2.38
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.07118 22.222222222222 2.27781
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.18758 29.597746126154 1.78003
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.42643 31.164383561644 1.44147
Gotham Enhanced 500 ETF 0.36591 30.115508276108 1.55253
Goldman Sachs MarketBeta U.S. Equity ETF 0.41148 30.913423351867 1.42124
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.36909 32.996534978682 1.42661
AB US High Dividend ETF 1.25654 33.367862465017 2.37
Humankind US Stock ETF 0.4025 18.809430395549 1.99919
Hartford Longevity Economy ETF 0.30054 25.005998560346 1.53371
Hoya Capital Housing ETF 0.52369 35.786317797765 2.53009
iShares Morningstar U.S. Equity ETF 0.38148 31.964001274291 1.41244
iShares Morningstar Value ETF 0.73874 25.436111525272 2.17567
iShares Russell Top 200 ETF 0.48423 31.398274622574 1.34513
iShares Russell 3000 ETF 0.35785 30.952834139099 1.43482
iShares Dow Jones U.S. ETF 0.362 31.013845466726 1.41797
JPMorgan Carbon Transition U.S. Equity ETF 0.19371 25.534533551555 1.26506
John Hancock Multifactor Large Cap ETF 0.39516 28.849213363974 1.59539
JPMorgan Corporate Bond Research Enhanced ETF 0.16 6.262242562929 4.16
iShares Morningstar Large-Cap ETF 0.38148 257.57492748953 1.41244
iShares Morningstar Large-Cap Value ETF 0.73874 80.329344675526 2.17567
Xtrackers MSCI Kokusai Equity ETF 0.29995 26.333488794521 1.971
First Trust Indxx Innovative Transaction & Process ETF 0.82901 58.242268468618 3.6111
HCM Defender 500 Index ETF 0.30325 39.682126107348 1.34734
FlexShares Credit-Scored US Long Corporate Bond Index Fund 0.25 4.938970211106 5.18
iShares US Equity Factor ETF 0.41006 34.456686109311 1.47335
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3873 30.615850580515 2.01786
Vanguard Mega Cap ETF 0.51 31.125099309418 1.36938
Vanguard Mega Cap Value ETF 1.17 26.392850351778 2.31659
SPDR S&P 1500 Momentum Tilt ETF 0.47265 38.251249368151 1.12176
WisdomTree U.S. Efficient Core Fund 0.24027 28.705945655098 1.39934
Nuveen Global Net Zero Transition ETF 1.10882 16.120844643424 1.77096
SPDR MSCI ACWI Climate Paris Aligned ETF 0.19216 25.31561461794 1.86415
SPDR MSCI USA Climate Paris Aligned ETF 0.22298 30.733765726342 1.24803
iShares S&P 100 ETF 0.57424 32.890903204921 1.37456
SPDR Russell 1000 Momentum Focus ETF 0.03861 27.709048313845 1.54958
Global X Adaptive U.S. Risk Management ETF 0.40397 19.250228374675 1.41275
Invesco S&P 500 BuyWrite ETF 0.41853 8.3522287228583 1.43995
Invesco MSCI USA ETF 0.38995 31.983307709203 1.43215
Invesco S&P 500® Downside Hedged ETF 0.22223 15.955770978491 1.44362
Pacer Trendpilot US Large Cap ETF 0.39821 29.973544156063 1.44165
Principal Value ETF 1.15568 26.651818856719 2.47282
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.35473 22.588674548849 1.44158
FlexShares US Quality Large Cap Index Fund 0.34947 34.829020700637 1.61317
SPDR MSCI World StrategicFactors ETF 0.21055 21.440646130729 2.3827
FlexShares Ultra-Short Income Fund 0.26 0.56640234557206 5.17
Columbia Research Enhanced Core ETF 1.09351 33.583489681051 1.60295
ALPS Active Equity Opportunity ETF 1.04715 39.64063757098 1.48103
Hartford Multifactor US Equity ETF 0.16607 28.958733205374 1.92094
Invesco S&P 500® Pure Value ETF 0.9143 24.230031948882 2.70887
Invesco S&P 500® Equal Weight ETF 0.18084 24.723517654897 1.93354
Invesco S&P 500 Revenue ETF 0.64599 26.317070203188 2.08195
Schwab U.S. Broad Market ETF 0.34645 31.504006586479 1.43354
Schwab 1-5 Year Corporate Bond ETF 0.02 -48.420720151611 3.48
Schwab 1000 Index ETF 0.3621 31.534799365223 1.42441
Schwab U.S. Large-Cap Value ETF 0.80603 25.391849529781 2.38078
Schwab U.S. Large-Cap ETF 0.37192 31.742508324084 1.42733
Schwab U.S. Aggregate Bond ETF 0 1.1800699300699 3.65
ProShares Short Financials 3.19 186.02194229988 5.21
SPDR MSCI USA Gender Diversity ETF 0.78684 31.203713938322 1.66855
ETC 6 Meridian Mega Cap Equity ETF 1.25205 31.252672082086 2.77117
ProShares UltraShort Financials 3.19 102.15674720094 5.07
FlexShares Credit-Scored US Corporate Bond Index Fund 0.07 3.502399403044 4.56
SPDR Portfolio MSCI Global Stock Market ETF 0.33275 22.328279992514 2.19607
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.37036 30.354281645006 1.46083
Direxion Daily S&P 500 Bull 2x Shares 0.35243 63.208342110807 1.4399
Invesco S&P 500 Value with Momentum ETF 0.95089 26.648630019667 2.35402
Direxion Daily S&P 500 Bull 3X Shares 0.42826 93.552885646857 1.45226
ProShares S&P 500 Ex-Technology ETF 0.57825 26.581047476121 1.82312
ProShares S&P 500 Ex-Health Care ETF 0.455 -32.287170288914 1.40888
Syntax Stratified LargeCap ETF 0.11871 21.129804445378 1.99305
T. Rowe Price Dividend Growth ETF 0.66822 21.99941020348 1.63995
FlexShares Morningstar US Market Factor Tilt Index Fund 0.32933 29.893496435497 1.69572
iShares MSCI Kokusai ETF 0.29988 25.89122322104 1.97357
T. Rowe Price U.S. Equity Research ETF 0.46806 33.316764893844 1.24191
VictoryShares US Value Momentum ETF 0.79066 35.597101769877 2.14027
ProShares UltraPro S&P500 0.20813 93.512851897185 1.43997
WisdomTree US Multifactor Fund 0.3204 32.541778378051 1.5745
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.40523 31.302253569585 1.42468
Vanguard Intermediate-Term Corporate Bond ETF 0.01 2.9882738620603 4.17
Vanguard Long-Term Corporate Bond ETF 0.01 0.889978073004 4.94
Vanguard U.S. Value Factor ETF 0.74 27.345739471107 2.96943
Vanguard Russell 1000 ETF 0.39 31.042915368017 1.43539
Vanguard Russell 3000 ETF 0.37 31.87314172448 1.43817
Vanguard Ultra-Short Bond ETF 0.01 0.75050709939148 5.00
Vanguard Large Cap ETF 0.43 31.694015213127 1.41978
WisdomTree U.S. Value Fund 0.7853 34.186156019463 1.98112
Invesco S&P 500® Top 50 ETF 0.688 34.152334152334 1.09598
iShares ESG Screened S&P 500 ETF 0.43473 32.721528076978 1.30173
Global X S&P 500 Covered Call & Growth ETF 0.41501 20.971154550113 1.43973
iShares MSCI ACWI ETF 0.28056 -19.679618719799 2.10908
Amplify Transformational Data Sharing ETF 0.71133 -98.129828571429 3.6111
Columbia U.S. ESG Equity Income ETF 0.33884 -99.180880631677 1.44131
iShares Genomics Immunology and Healthcare ETF 0.36721 -70.077014218009 1.54385
WisdomTree Germany Hedged Equity Fund 2.65232 0.00 2.49366
БПИФ Тинькофф США 500 0.5 -13.594470046083



Руководитель Должность Оплата Год рождения
Mr. Charles W. Scharf President, CEO & Director 9.33M 1965 (59 лет)
Mr. Michael P. Santomassimo Senior EVP & CFO 5.1M 1975 (49 лет)
Mr. Scott E. Powell Senior EVP & COO 4.62M 1962 (62 года)
Mr. David Owen Chief Administrative Officer & Head of Global Operations N/A
Mr. John M. Campbell Director of Investor Relations N/A
Ms. Ellen Reilly Patterson Esq., J.D. Senior EVP & General Counsel N/A 1974 (50 лет)
Mr. Jonathan Geoffrey Weiss Senior EVP and Co-CEO of Corporate & Investment Banking 5.68M 1958 (66 лет)
Mr. Barry Sommers Senior EVP and CEO of Wealth & Investment Management 4.34M 1970 (54 года)
Ms. Amy Bonitatibus Chief Communications & Brand Officer
Ms. Bridget E. Engle Senior EVP & Head of Technology 1964 (60 лет)

Адрес: United States, San Francisco, CA , 420 Montgomery Street - открыть в Google картах, открыть Яндекс картах
Сайт: http://www.wellsfargo.com