WFC · News · 20260912N

Interest Rate Environment

WELLS FARGO & COMPANY/MN · 2026-09-12 · Importance 7 · Surprise 6

U.S. financial stocks were affected during the week by a significant increase in the 10-year Treasury yield. The report also cited inflation reports as a market factor. Wells Fargo was nevertheless listed among the financial-stock gainers for the week ended September 12, 2026.

Key facts

• Wells Fargo had a 123.5% total return over the past three years. source
• The analysis suggests the market is pricing Wells Fargo's common equity below its intrinsic value partly due to expectations of sticky interest rates impacting funding and credit costs. source
• Wells Fargo's stock P/E is 12.5x, which the item states is below industry averages. source
• Wells Fargo appears to be 27% undervalued based on an Excess Returns model and P/E ratio comparisons. source
• Wells Fargo was among the gainers for the week in the financials wrap. source