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Source document· April 15, 2026

Wells Fargo Gets Three Price Target Cuts in One Day: Is the ROTCE Recovery Story Falling Apart?

View original at finance.yahoo.com
Wells Fargo Gets Three Price Target Cuts in One Day: Is the ROTCE Recovery Story Falling Apart? Quick Read Wells Fargo (WFC) got hit with price target cuts from Barclays, Bank of America, and Piper Sandler following Q1 earnings, with BofA making the sharpest reduction to $95 from $107…
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  • Wells Fargo's net interest margin contraction of 13 basis points quarter-over-quarter is the real sticker shock

    60% confidence

  • The path to 17% to 18% ROTCE is narrowing for Wells Fargo

    60% confidence

  • Net interest margin contraction raises further doubts around the ROTCE improvement thesis

    60% confidence

  • Wells Fargo asset quality remained stable and buybacks continued

    60% confidence

  • Wells Fargo earnings excluding tax benefit were light, with net interest income, fees, and expenses all coming in below expectations

    60% confidence

Data points we hold from this source

Wells Fargo & Company · eps estimate fy20266.72 USD
Wells Fargo & Company · eps estimate fy20277.36 USD
Wells Fargo & Company · price target108 USD
Wells Fargo & Company · ytd stock performance-13 percent
Wells Fargo & Company · net interest margin change-13 basis_points
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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