Wells Fargo & Co

Wells Fargo & Co (AASTWXX.O) has experienced a series of major holder changes involving investor ID 587, with share counts fluctuating significantly between late June and early July 2026. The investor’s position shifted from 5,589 shares to 1,848 shares, then to 218 shares, and finally to 566 shares, with the most recent adjustment detected on July 1, 2026. These modifications, all flagged with major severity, indicate active trading or reporting corrections by this specific holder during the period. Concurrently, the company’s AI-driven analysis underwent substantial revisions, with the narrative, business summary, and conclusion all modified with medium severity. The key takeaways section saw a net change of seven additions and seven removals, suggesting a recalibration of the firm’s strategic outlook or operational assessment. These updates reflect a significant shift in the analytical framework applied to Wells Fargo, potentially altering how its performance is interpreted by automated systems. A notable metric in the produced data is the company’s market share percentage, which dropped sharply from approximately 0.000815% to 0.000112%, a decline of 86.25%. This drastic reduction in calculated market share, while seemingly small in absolute terms, represents a major proportional change that could impact relative benchmarking or index weighting considerations. The source of this change is attributed to the ha_light_thesis model, indicating it stems from updated analytical inputs rather than new external events. Despite these internal data and holder adjustments, cross-source signals show minimal external news activity, with only one dispatch recorded on July 16, 2026, and no sentiment data available. The company remains covered by 13 analysts and is held by 40 top holders, maintaining its presence in one major index. The lack of broader market commentary suggests that the recent changes are primarily reflective of internal data processing and specific holder activity rather than a widespread shift in market perception.

Net income rose 8.2% year-over-year to $21.3 billion, demonstrating strong profitability growth despite flat revenue trends.

Free cash flow increased 6.7% to $21.5 billion, providing robust liquidity for dividends and share repurchases.

Total assets grew 11.3% year-over-year to $2.15 trillion, reflecting significant balance sheet expansion and scale.

Debt-to-equity ratio of 2.35 is in the bottom quartile of peers, signaling elevated financial leverage risk.

Cash conversion of -0.88% ranks in the bottom quartile, suggesting poor translation of earnings into cash.

Revenue declined 0.4% year-over-year to $47.5 billion, indicating stagnation in top-line growth momentum.

Long-term debt surged to $425.7 billion in FY2026, raising concerns about future interest expense burdens.

Medium liquidity risk flags suggest potential challenges in meeting short-term obligations under stress scenarios.

Revenue $12.10B, +5,2% YoY; Net income +7,3% YoY.

• ▍Revenue $12.10B, +5,2% YoY
• ▍Net income +7,3% YoY
• ▍Free cash flow +8,7% YoY
• ▍Net margin 43.4%

Revenue $12.33B, +4,2% YoY; Net income +5,5% YoY.

• ▍Revenue $12.33B, +4,2% YoY
• ▍Net income +5,5% YoY
• ▍Free cash flow +5,9% YoY
• ▍Net margin 43.5%

Revenue $11.95B, +2,2% YoY; Net income +9,3% YoY.

• ▍Revenue $11.95B, +2,2% YoY
• ▍Net income +9,3% YoY
• ▍Free cash flow +8,2% YoY
• ▍Net margin 46.8%

Revenue $11.71B, −1,8% YoY; Net income +11,9% YoY.

• ▍Revenue $11.71B, −1,8% YoY
• ▍Net income +11,9% YoY
• ▍Free cash flow +9,2% YoY
• ▍Net margin 46.9%

Revenue $11.49B; Net margin 42.6%.

• ▍Revenue $11.49B
• ▍Net margin 42.6%

Revenue $11.84B; Net margin 42.9%.

• ▍Revenue $11.84B
• ▍Net margin 42.9%

Revenue $11.69B; Net margin 43.7%.

• ▍Revenue $11.69B
• ▍Net margin 43.7%

Revenue $11.92B; Net margin 41.2%.

• ▍Revenue $11.92B
• ▍Net margin 41.2%

Revenue $47.48B, −0,4% YoY; Net income +8,2% YoY.

• ▍Revenue $47.48B, −0,4% YoY
• ▍Net income +8,2% YoY
• ▍Free cash flow +6,7% YoY
• ▍Net margin 44.9%

Revenue $47.68B, −9,0% YoY; Net income +3,0% YoY.

• ▍Revenue $47.68B, −9,0% YoY
• ▍Net income +3,0% YoY
• ▍Free cash flow +10,8% YoY
• ▍Net margin 41.4%

Revenue $52.38B, +16,5% YoY; Net income +40,0% YoY.

• ▍Revenue $52.38B, +16,5% YoY
• ▍Net income +40,0% YoY
• ▍Free cash flow +31,9% YoY
• ▍Net margin 36.5%

Revenue $44.95B, +25,6% YoY; Net income −38,1% YoY.

• ▍Revenue $44.95B, +25,6% YoY
• ▍Net income −38,1% YoY
• ▍Free cash flow −48,4% YoY
• ▍Net margin 30.4%