Barclays maintains overweight rating on Wells Fargo stock

Published 04/06/2025, 13:28
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On Wednesday, Barclays (LON:BARC) analysts reaffirmed their Overweight rating on Wells Fargo stock, maintaining a price target of $87.00. Currently trading at $75.65, InvestingPro analysis suggests the stock is undervalued. The analysts expressed confidence in the bank’s potential for growth following the anticipated removal of its asset cap.

Barclays analysts highlighted that the removal of the asset cap is expected to positively impact the bank’s earnings per share (EPS) through increased commercial deposits, trade financing, and loans. With a market capitalization of $246.18 billion and a P/E ratio of ~13.4, Wells Fargo has demonstrated strong performance with a 32% return over the past year. They also noted the rationalization of $2.5 billion in risk and control costs as a contributing factor to the bank’s improved financial outlook.

The analysts further stated that while the removal of the asset cap might entail certain costs and capital requirements, they anticipate an increase in Wells Fargo’s return on tangible common equity (ROTCE). The bank’s growth-oriented approach and the elimination of the asset cap’s negative stigma were also emphasized as positive factors. Discover more insights and 8 additional exclusive tips about Wells Fargo with InvestingPro.

Barclays’ reaffirmation of the Overweight rating reflects their continued optimism about Wells Fargo’s financial prospects. The analysts believe that the bank’s strategic initiatives will lead to improved profitability and a stronger market position.

Wells Fargo stock, listed on the New York Stock Exchange under the ticker (NYSE:WFC), continues to be monitored closely by investors and analysts as the bank navigates these changes.

In other recent news, Wells Fargo has experienced several notable developments. Morgan Stanley (NYSE:MS) has raised its price target for Wells Fargo to $87, citing expectations of accelerated loan and deposit growth along with reduced expenses, while maintaining an Overweight rating. Analysts project a rise in earnings per share for the coming years, with significant increases anticipated by 2027. Keefe, Bruyette & Woods also raised their price target to $80, following the Federal Reserve’s decision to lift an asset cap imposed in 2018, highlighting improvements in the bank’s controls and risk management practices. Meanwhile, Citi maintained a Neutral rating with a price target of $78, acknowledging the positive impact of the Fed’s decision but noting that the 2018 consent order remains in effect. Goldman Sachs reaffirmed a Buy rating, with a price target of $76, emphasizing potential earnings growth from cost savings and increased deposit market share. Lastly, Evercore ISI raised its price target to $88, expressing optimism about Wells Fargo’s long-term earnings potential and improved operational framework following the asset cap lift. These updates reflect a range of analyst perspectives on Wells Fargo’s recent regulatory and financial developments.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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