NYSE$WFC

Wells Fargo & Co · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported fourth quarter net income with solid performance and significant progress.

Wells Fargo reported a Q4 2024 net income of $5.1 billion, or $1.43 per diluted share. The company saw improvements in its earnings profile, benefited from strategic investments, maintained a strong balance sheet, and returned approximately $25 billion of capital to shareholders.

  • Diluted earnings per share increased 11% year-over-year.
  • Fee-based revenue grew 15% from a year ago, offsetting the decline in net interest income.
  • Expenses decreased from a year ago, with credit trends remaining relatively stable.
  • The company repurchased approximately $20 billion of common stock during the year, up 64% from a year ago.

Headline financials

Total Revenue

$20.4B

Previous: $20.5B-0.5%
EPS (adj)

$1.42

Previous: $1.29+10.1%
Net Interest Margin

2.7%

No prior period
Efficiency Ratio

68.0%

No prior period
Common Equity Tier 1 (CET1) Ratio

11.1%

No prior period
Return on Assets (ROA)

1.1%

No prior period
Return on Equity (ROE)

11.7%

No prior period
Return on Average Tangible Common Equity (ROTCE)

13.9%

No prior period
Total Loss Absorbing Capacity (TLAC) Ratio

24.8%

No prior period
Supplementary Leverage Ratio (SLR)

6.7%

No prior period
Liquidity Coverage Ratio (LCR)

125.0%

No prior period
Net Income

$5.08B

Previous: $3.45B+47.4%
Operating Income

$6.48B

No prior period

Revenue & EPS history

Wells Fargo · Revenue · Quarterly

$20.4B

Q4 2024-0.5%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Wells Fargo · $21.6B total across 4 segments · Q3 2023

  • Consumer Banking and Lending
    $9.58B+3.3%
  • Corporate and Investment Banking
    $4.92B+21.3%
  • Wealth and Investment Management
    $3.7B+1.0%
  • Commercial Banking
    $3.41B+15.3%

Forward guidance

Wells Fargo's financial performance should continue to benefit from the work being done to transform the company. The company sees improved results and increased market share in many businesses.

Tailwinds

  • Credit card business continues to generate strong growth while maintaining a strong credit profile.
  • Net checking accounts grew more meaningfully in 2024.
  • Mobile active customers grew by 1.5 million in 2024.
  • Early benefits from enhancements to Wells Fargo Premier offerings, including higher deposit and investment balances.
  • Fees and market share from investment banking and trading activities have been growing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

56%

40 / 72 earnings

Positive

+7.6%

Q3 2024

Best reaction

-10.9%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-4.3%-6.0%-15.2%
Q1 2026+0.2%-6.0%-15.2%
Q3 2025+7.0%+5.5%+7.3%
Q2 2025+2.0%-0.5%+4.6%
Q1 2025-1.0%+1.4%+14.8%
Q4 2024+6.7%+8.3%+12.3%
Q3 2024+7.6%+10.6%+21.3%
Q2 2024-4.0%+1.2%-12.3%
Q1 2024+0.5%+0.9%+9.2%
Q4 2023-4.5%-4.8%-2.0%
Q3 2023+4.8%+4.5%+2.9%
Q2 2023+2.4%+5.8%+0.0%
Q1 2023+4.1%+6.5%-5.5%
Q4 2022+3.0%+1.3%+10.9%
Q3 2022+3.7%+2.9%+12.2%
Q2 2022+6.3%+10.3%+18.6%
Q1 2022-2.8%-1.5%-12.2%
Q4 2021+1.2%-0.8%+4.1%
Q3 2021+5.1%+9.3%+10.7%
Q2 2021+4.1%-0.4%+16.5%
Q1 2021+6.2%+10.3%+18.0%
Q4 2020-6.1%-6.6%-3.5%
Q3 2020-7.2%-8.9%-2.7%
Q2 2020-0.2%-1.8%-1.5%
Q1 2020-9.5%-9.7%-23.4%
Q4 2019-7.3%-5.6%-7.7%
Q3 2019+0.6%+1.4%+8.6%
Q2 2019-3.2%-1.5%-7.1%
Q1 2019-2.0%-0.4%-1.2%
Q4 2018+1.1%+3.3%+0.2%
Q3 2018+3.5%+5.9%+3.1%
Q2 2018+1.7%+1.0%+3.6%
Q1 2018-3.6%-4.4%+3.3%
Q4 2017-0.8%+1.4%-10.9%
Q3 2017-2.6%-3.3%-2.5%
Q2 2017-1.6%-1.2%-6.6%
Q1 2017-0.8%-1.3%-0.2%
Q4 2016-1.3%-0.4%+4.3%
Q3 2016-0.6%+1.1%+15.6%
Q2 2016-1.3%-0.7%-2.1%
Q4 2015-4.8%
Q3 2015+1.6%
Q2 2015+1.8%
Q1 2015+0.4%
Q4 2014-2.2%
Q3 2014-4.7%
Q2 2014-1.0%
Q1 2014+0.8%
Q4 2013+1.8%
Q3 2013+0.7%
Q2 2013+3.5%
Q1 2013-2.5%
Q4 2012-1.8%
Q3 2012-3.6%
Q2 2012+3.6%
Q1 2012-2.6%
Q4 2011+0.8%
Q3 2011-1.7%
Q2 2011-10.9%
Q1 2011+0.3%
Q4 2007+2.6%
Q4 2010+2.6%
Q3 2010+5.8%
Q2 2010+0.1%
Q1 2010+5.7%
Q1 2009-0.3%
Q4 2009-0.3%
Q3 2008+4.1%
Q3 2009+4.1%
Q2 2009+2.4%
Q4 2008+2.4%
Q2 2008+2.4%

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