Piper Sandler lifts Wells Fargo stock to Overweight, target $77

Published 08/04/2025, 07:24
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On Tuesday, Wells Fargo & Company (NYSE:WFC) shares received an upgrade from Piper Sandler analysts, moving from a Neutral to an Overweight rating, with a new price target set at $77.00. The decision followed a period of market volatility that affected the banking group's stocks, including Wells Fargo.

Wells Fargo's stock has experienced a notable decline recently, dropping 12.8% over the past week and showing an 11.1% decrease since the start of the year. According to InvestingPro data, the stock's RSI indicates oversold territory, potentially presenting an opportunity for investors. The analysts at Piper Sandler acknowledged the bank's proactive shift from a defensive to an offensive strategy and the accelerated progress in regulatory resolutions as positive steps.

Despite these advancements, the analysts had reservations about the stock's valuation, which they believed fully reflected the company's improving situation. However, the recent market downturn has altered their perspective, presenting a more compelling entry point for investors. Trading at a P/E ratio of 11.4 and maintaining a 55-year streak of dividend payments, Wells Fargo shows strong fundamental value. InvestingPro analysis suggests the stock is currently fairly valued, with additional insights available in the comprehensive Pro Research Report.

Piper Sandler outlined five specific factors that they anticipate will drive Wells Fargo's stock performance going forward. These elements are expected to contribute to the bank's potential outperformance in the market, although the analysts did not publicly detail these factors in their commentary.

The upgrade and new price target indicate a change in the investment firm's outlook on Wells Fargo, suggesting a more optimistic view of the bank's future stock trajectory.

In other recent news, Wells Fargo & Co. has been in the spotlight due to several key developments. The bank recently announced the termination of a consent order by the Office of the Comptroller of the Currency (OCC), which was related to its Home Lending business. This marks the eleventh consent order closed by Wells Fargo's regulators since 2019, signaling progress in resolving its regulatory challenges. Additionally, RBC Capital Markets upgraded Wells Fargo's stock rating from 'Sector Perform' to 'Outperform', setting a new price target of $80, citing the effective leadership of CEO Charlie Scharf and the bank's strong capital position.

In another regulatory update, the U.S. Consumer Financial Protection Bureau (CFPB) decided to drop its lawsuit against Wells Fargo and two other major banks regarding the Zelle payment service. Meanwhile, a multi-state investigation led by Tennessee into Wells Fargo's climate efforts concluded after the bank abandoned its net zero emissions targets. Piper Sandler maintained a Neutral rating for Wells Fargo, noting the positive step of the OCC's consent order termination and suggesting that the asset cap might be lifted soon.

These recent developments reflect Wells Fargo's ongoing efforts to address regulatory issues and improve its financial standing. The bank's strategic initiatives, including cost management and compliance improvements, are seen as significant steps towards achieving its financial goals. Investors and analysts are closely monitoring Wells Fargo's progress as it continues to navigate the regulatory landscape and enhance shareholder value.

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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