NYSE$WFC
Wells Fargo & Co · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Wells Fargo reported Q1 2026 total revenue of $21.4B and net income of $5.3B, or $1.60 diluted EPS.
The linked release details Q1 2026: total revenue of $21.4 billion (+6% YoY), net income of $5.3 billion, and diluted EPS of $1.60 versus $1.39 a year ago. Noninterest income rose on higher markets-related revenue and net interest income increased $601 million.
- Q1 2026 total revenue $21.4B; net income $5.3B.
- Diluted EPS $1.60 (+15% YoY).
- ROE 12.2%; CET1 ratio 10.3%.
- Consumer and Commercial Banking net income up double digits.
Headline financials
Revenue & EPS history
Wells Fargo · Revenue · Quarterly
$21.3B
Revenue by segment
Wells Fargo · $21.6B total across 4 segments · Q3 2023
- Consumer Banking and Lending$9.58B+3.3%44.3%
- Corporate and Investment Banking$4.92B+21.3%22.8%
- Wealth and Investment Management$3.7B+1.0%17.1%
- Commercial Banking$3.41B+15.3%15.8%
Forward guidance
Management outlook in the 8-K covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.
Tailwinds
- MD&A highlights strategic priorities and liquidity.
- Segment or product trends support the core business narrative.
Headwinds
- Macro, rates, or input costs may pressure near-term margins.
- One-time items can affect year-over-year comparability.
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 2025
+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
| Quarter | Report date | Reaction (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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