2Sem.·

Wells Fargo Q4 Earnings Highlights

$WFC (+0,4 %)

🔹 EPS: $1.43 (Est. $1.34) 🟢; UP +66% YoY

🔹 Revenue: $20.38B (Est. $20.59B) 😑; DOWN -0.5% YoY

🔹 NII: $11.84B (Est. $11.70B) 🟢; DOWN -7% YoY

🔹 NIM: 2.70% (Est. 2.67%) 🟢; DOWN from 2.92% YoY


Profitability & Capital

🔹 Return on Equity (ROE): 11.7% (Est. 11%) 🟢; UP from 7.6% YoY

🔹 Return on Tangible Common Equity (ROTCE): 13.9% (Est. 13%) 🟢; UP from 9.0% YoY

🔹 Return on Assets (ROA): 1.05%; UP from 0.72% YoY

🔹 Common Equity Tier 1 (CET1) Ratio: 11.1% (Est. 11.2%) 🔴; DOWN from 11.4% YoY


Other Metrics:

🔹 Efficiency Ratio: 68% (Est. 64.9%) 🔴

🔹 Mortgage Banking Non-Interest Income: $294M (Est. $278.3M) 🟢

🔹 Provision for Credit Losses: $1.10B (Est. $1.22B) 🟢

🔹 Non-interest Expenses: $13.90B (Est. $13.29B) 🔴

🔹 Personnel Expenses: $9.07B (Est. $8.66B) 🔴


Deposits & Loans

🔹 Total Average Deposits: $1.35T (Est. $1.35T) 🟡

🔹 Total Average Loans: $906.4B


Segment Revenue

🔹 Consumer Banking & Lending: $8.98B

🔹 Commercial Banking: $3.17B

🔹 Corporate & Investment Banking: $4.61B

🔹 Wealth & Investment Management: $3.96B


Additional Commentary

🔸 “We are still in the early stages of seeing the benefits of the momentum building.”

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