Assessing Whether KeyCorp (KEY) Remains Undervalued After Recent Revenue And Earnings Results
KeyCorp (KEY) recently reported annual revenue of US$7,007.0 million and net income of US$1,685.0 million. Despite a strong 23.16% 90-day share price return, an analysis by Simply Wall St suggests the stock is 10.6% undervalued, with a fair value of $24.29 compared to its current price of $21.70. This valuation is based on projections for revenue growth, higher profit margins, and a richer earnings multiple, although it highlights potential risks related to asset quality and loan demand.
Wells Fargo Capital Moves And Cost Cuts Versus Current Valuation Gap
Wells Fargo (NYSE:WFC) has filed for a $15 billion mixed shelf offering and is implementing significant cost-cutting measures, including workforce reductions and real estate restructuring. These actions aim to enhance capital flexibility and focus on core banking activities, with the stock currently trading about 31.3% below its estimated fair value according to Simply Wall St. Investors are advised to monitor the impact of these changes on earnings per share and the company's dividend track record.
Bank of America lifts Moynihan’s pay 17% to $41 million for 2025
Bank of America has increased CEO Brian Moynihan's compensation by 17% to $41 million for 2025, despite the bank's stock performance lagging behind peers, as a reward for improving profit and driving shareholder growth. This pay package includes an unchanged base salary and no cash bonus, with the bulk in equity incentive awards. Moynihan's leadership is credited with significant net income growth and disciplined expense management, positioning him as one of the longest-serving CEOs of a major U.S. bank.
Fund Update: 340,316 UMB FINANCIAL (UMBF) shares added to JOHNSON INVESTMENT COUNSEL INC portfolio
JOHNSON INVESTMENT COUNSEL INC has increased its holdings in UMB FINANCIAL (UMBF) by adding 340,316 shares, as per a recent SEC 13F filing for the Q4 2025 reporting period. The article also details other institutional investor activity, insider trading, government contracts awarded to UMBF, analyst ratings, and price targets for the stock.
Wells Fargo ramps up Colorado expansion
Wells Fargo is expanding its presence in Colorado following the lifting of a federal asset cap. The banking giant has created a new leadership role in the state and plans to refurbish all its branches there. This move comes amidst an active period for Colorado banks, with several leadership changes and acquisitions occurring in the region.
BofA CEO Brian Moynihan's pay rises to $41 million
Bank of America (BofA) announced a 17.1% increase in CEO Brian Moynihan's total compensation for 2025, bringing it to $41 million. Moynihan's compensation package includes elements such as $1.5 million in base salary and the remainder in equity incentives. This move aligns with similar pay raises for top executives at other major Wall Street banks like Wells Fargo, Citigroup, and JPMorgan Chase.
Wells Fargo & Company (WFC) Launches New Medium-Term Note Programs
Wells Fargo & Company (WFC) has launched new Medium-Term Note Programs, Series AA and Series B, to enhance its financial flexibility and funding capabilities. This strategic move, reported on February 13, 2026, involves filings with the SEC for Distribution Agreements and global master notes. The initiative aims to optimize Wells Fargo's capital structure and support its growth strategies in an evolving financial landscape.
Enstar Group Limited entered into a definitive stock purchase agreement to acquire Accident Fund Holdings, Inc. from Blue Cross Blue Shield of Michigan Mutual Insurance Company.
Enstar Group Limited has entered into a definitive stock purchase agreement to acquire Accident Fund Holdings, Inc. from Blue Cross Blue Shield of Michigan Mutual Insurance Company. The acquisition is expected to close in the second half of 2026, pending regulatory approvals, at which point AF Group will operate as a wholly-owned subsidiary of Enstar while maintaining its Lansing headquarters. Wells Fargo & Company, Goldman Sachs & Co. LLC, and Guy Carpenter & Company LLC advised Enstar, while J.P. Morgan Securities LLC advised Blue Cross Blue Shield of Michigan.
Cencora raises $3B to repay 364-day credit for OneOncology acquisition
Cencora, Inc. has successfully closed a $3.0 billion senior notes offering, consisting of five tranches with varying interest rates and maturity dates ranging from 2029 to 2056. The net proceeds from this offering will primarily be used to repay its 364-Day Term Credit Agreement, which was obtained to finance a portion of its acquisition of OneOncology, with any remaining funds allocated for general corporate purposes. The offering was an underwritten registered public offering managed by several major financial institutions.
NETSTREIT Corp. Completes Public Offering of Common Stock
NETSTREIT Corp. announced the completion of a public offering of 12,627,000 shares of common stock at $19.00 per share on February 13, 2026. This offering included an underwriters' option of 1,647,000 shares and involved forward sale agreements with Wells Fargo and Bank of America, expected to settle by February 11, 2027. The company will not receive initial proceeds from the forward purchasers' sale of shares.
Form FWP WELLS FARGO & COMPANY/MN Filed by: WELLS FARGO & COMPANY/MN
Wells Fargo & Company/MN has filed Form FWP (Free Writing Prospectus) to provide a monthly offering summary for its Market Linked Notes (MLN). The document outlines various types of MLN such as Growth, Call Premium with Growth, and Call Premium, detailing their key terms and associated risks. Investors are strongly advised to review the complete offering materials before making any investment decisions, as MLNs are complex and carry risks including potential loss of principal, credit risk of the issuer, and liquidity risk.
Key facts: AIG Files Form 10-K; Wells Fargo Raises Price Target to $87
American International Group (AIG) has filed its Form 10-K with Euronext Dublin, detailing its financial and operational performance for the past year. Concurrently, Wells Fargo has adjusted its price target for AIG shares, increasing it from $85.00 to $87.00.
After hiring Commonwealth advisors and LPL recruiters, what’s next for Kestra?
Kestra Financial is aggressively recruiting financial advisors, having hired nearly 130 from Commonwealth Financial Network in 2025 and recently poaching two recruiters from LPL Financial. This recruiting drive has led to speculation that Kestra might be preparing for a sale, especially given its private equity ownership, or simply capitalizing on a strong advisor hiring market following LPL's acquisition of Commonwealth. Kestra attributes its success with Commonwealth advisors to a cultural fit and acknowledges its strategic hiring of recruiters to expand its advisor base.
SW: Citigroup Raises Price Target for Smurfit WestRock | SW Stoc
Citigroup analyst Anthony Pettinari has maintained a 'Buy' rating on Smurfit WestRock (SW) and increased its price target from $48.00 to $59.00, reflecting a positive outlook. This adjustment comes amidst a trend of favorable analyst updates for the company, which became the world's largest containerboard producer after its 2024 merger. The average target price from 14 analysts is $55.20, implying a 7.12% upside from its current price, while GuruFocus estimates a GF Value of $49.44, suggesting a 4.06% downside.
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
John Cunningham, a 25-year veteran of UBS, and his daughter Lee Ann Cunningham have moved from UBS to Morgan Stanley in Louisville, Kentucky. The team managed approximately $700 million in assets and generated $3 million in annual revenue. This move comes amid unpopular compensation changes at UBS, which have led to a significant number of advisor departures, though UBS continues its own recruiting efforts.
TransUnion (NYSE:TRU) Price Target Lowered to $88.00 at Stifel Nicolaus
Stifel Nicolaus has lowered its price target for TransUnion (NYSE:TRU) to $88.00 from $103.00, while maintaining a "buy" rating, indicating an 18% potential upside. This adjustment comes after TransUnion reported strong Q4 results, beating revenue and EPS estimates, and issued optimistic Q1 and full-year 2026 guidance, alongside an 8.7% dividend increase. Despite price target reductions from several firms, the consensus rating for TransUnion remains a "Moderate Buy" with an average target of $98.00.
&Partners Lures Wells Fargo FiNet Exec for M&A Push
&Partners has recruited Shawn McGinn, former head of growth at Wells Fargo Financial Network, to lead its M&A push and recruiting efforts starting in May. McGinn's expertise in the independent marketplace and minority investment trends is expected to help &Partners, founded by former Wells Fargo executives David Kowach and John Alexander, in expanding its advisor base and asset management. The move highlights the ongoing competition for top talent in the financial advisory sector, with Wells Fargo also aggressively recruiting for its independent business.
Why Is Wells Fargo (WFC) Down 3% Since Last Earnings Report?
Wells Fargo (WFC) shares have declined by approximately 3% since its last earnings report, underperforming the S&P 500 despite beating Q4 2025 adjusted earnings estimates. The bank's Q4 results were bolstered by higher net interest income and non-interest income but were impacted by a rise in non-performing assets and severance expenses from workforce reductions. Analysts' estimates for WFC have been trending upward, yet the stock currently holds a Zacks Rank #3 (Hold) with poor Growth and Momentum scores.
Citigroup Trades at a Discount to Industry: How to Play the Stock?
Citigroup (C) is trading at a discount compared to its industry and peers like Bank of America and Wells Fargo, despite outperforming them in stock appreciation over the past year. The company is undergoing a strategic transformation, divesting non-core assets, streamlining operations, and investing in wealth management and investment banking, aiming for efficiency and growth. While its discounted valuation, improving earnings, and strong capital position present a compelling case, potential risks from deteriorating asset quality and execution challenges warrant a hold rating for long-term investors.
Wells Fargo & Company Forecasts Strong Price Appreciation for Roku (NASDAQ:ROKU) Stock
Wells Fargo & Company has increased its price target for Roku (NASDAQ:ROKU) to $137 from $116, maintaining an "overweight" rating and suggesting a potential upside of over 55%. This positive outlook comes after Roku exceeded Q4 earnings and revenue estimates and raised its full-year revenue expectations to $5.5 billion, driven by higher-margin monetization efforts. Despite bullish analyst sentiment and strong Q4 results, concerns remain regarding insider selling, negative net margin, and return on equity, suggesting valuation and profitability are key issues for investors.
Antero Midstream (AM) Sees Price Target Raised by Wells Fargo
Wells Fargo has raised its price target for Antero Midstream (AM) to $21.00 from $20.00, while maintaining an Equal-Weight rating. This indicates a neutral stance, expecting the stock to perform in line with the market. The article also provides historical analyst ratings, a company overview, and Wall Street analyst forecasts, which suggest an average target price of $19.67 and a "Hold" status based on consensus recommendations.
Fund Update: New $28.5M $ARGX stock position opened by VICTORY CAPITAL MANAGEMENT INC
VICTORY CAPITAL MANAGEMENT INC has initiated a new $28.5 million position in argenx SE (ARGX) according to a recent SEC 13F filing for the 12-31-2025 report period. This move comes as 263 institutional investors have added ARGX shares to their portfolios, while 237 have decreased their positions in the most recent quarter. The company has received strong support from Wall Street analysts, with 13 buy ratings and a median price target of $1030.0 from 15 analysts over the last six months.
TransUnion (NYSE:TRU) Price Target Cut to $90.00 by Analysts at Wells Fargo & Company
Wells Fargo & Company analysts have cut their price target for TransUnion (NYSE:TRU) from $100.00 to $90.00 while maintaining an "overweight" rating. This adjustment comes despite TransUnion reporting a strong fourth quarter, beating earnings and revenue estimates and raising its quarterly dividend. The article also details other analyst ratings, recent insider stock sales, and institutional investment activities concerning TRU.
FactSet (FDS) Target Lowered by Wells Fargo Amid AI Concerns in Info Services
Wells Fargo lowered its price target on FactSet Research Systems Inc. (FDS) to $215 from $265, maintaining an Underweight rating due to broader weakness in the information services sector amidst AI concerns. Despite this, Wells Fargo suggested the market's reaction might be overdone, seeing opportunities for companies with defensible proprietary data. FactSet recently announced a partnership with Kepler Cheuvreux to integrate its aftermarket research, enhanced by FactSet's AI tools, into its platform.
FactSet (FDS) Target Lowered by Wells Fargo Amid AI Concerns in Info Services
Wells Fargo lowered its price target on FactSet Research Systems Inc. (FDS) to $215 from $265, maintaining an Underweight rating due to broader weakness in the information services sector amidst AI concerns. Despite this, Wells Fargo believes the sell-off might be overdone for companies with strong proprietary data. FactSet recently partnered with Kepler Cheuvreux to integrate its Aftermarket Research, enhanced by FactSet's AI tools, expanding its offerings in EMEA.
Argus Research Upgrades McDonald's (MCD) to Buy with $380 Target
Argus Research has upgraded McDonald's (MCD) from Hold to Buy, setting a new price target of $380. This upgrade, announced by analyst John Staszak, reflects a positive outlook for the stock and follows similar positive adjustments from several other analysts. McDonald's, the world's largest restaurant brand, is receiving increased bullish sentiment from Wall Street, with an average target price of $343.52 among 33 analysts.
JPMorgan Adjusts International Flavors & Fragrances PT to $90 From $88, Maintains Overweight Rating
JPMorgan has updated its price target for International Flavors & Fragrances (IFF) to $90, an increase from its previous target of $88. The firm reiterated an "Overweight" rating on the stock. This adjustment comes amidst a flurry of analyst activity, with several other firms also revising their price targets for IFF on the same day.
Hilton Worldwide Holdings (HLT) Gets a Hold from Truist Financial
Truist Financial has maintained a Hold rating on Hilton Worldwide Holdings (HLT) with a price target of $307.00. This comes as analyst Patrick Scholes covers the Consumer Cyclical sector. Despite this, Wells Fargo maintained a Buy rating on HLT on the same day.
Baird Upgrades Wells Fargo & Company - Preferred Security (WFCNP)
Baird has upgraded Wells Fargo & Company - Preferred Security (OTCPK:WFCNP) from "Underperform" to "Neutral" as of February 13, 2026. Analysts project a significant price target upside of 571.72% to $2.22/share from its current $0.33, with anticipated annual revenue growth of 5.08%. Despite the positive outlook, institutional ownership decreased by 88.36% in the last quarter, with three funds reporting positions.
Wells Fargo & Company Declares Cash Dividends on Preferred Stock
Wells Fargo & Company announced cash dividends on six series of its preferred stock. These quarterly dividends vary per share based on the series (L, Y, Z, AA, CC, DD) and are payable on March 16, 2026, to holders of record in late February 2026. This declaration outlines the specific dividend amounts, liquidation preferences, and New York Stock Exchange symbols for each preferred stock series.
Fund Update: New $304.5M $UL stock position opened by WELLS FARGO & COMPANY|MN
WELLS FARGO & COMPANY/MN has opened a new $304.5 million position in UL stock, as revealed by a recent SEC 13F filing for the Q4 2025 period. While Wells Fargo added significantly, other major institutions like FISHER ASSET MANAGEMENT and STATE FARM MUTUAL AUTOMOBILE INSURANCE CO removed substantial UL holdings. The article also notes that members of Congress have traded UL stock twice in the last six months, and CICC issued an "Outperform" rating on the stock in August 2025.
Wells Fargo & Company (NYSE:WFC) Upgraded at Robert W. Baird
Robert W. Baird has upgraded Wells Fargo & Company (NYSE:WFC) from an "underperform" to a "neutral" rating, setting an $85 price target. This upgrade comes despite other firms issuing varied ratings, with the consensus among analysts being a "Moderate Buy" with an average target price of $97.03. Wells Fargo recently surpassed quarterly EPS estimates, reporting $1.76 against an expected $1.66.
Fund Update: New $53.9M $Q stock position opened by WELLS FARGO & COMPANY|MN
WELLS FARGO & COMPANY|MN has opened a new $53.9 million position in $Q, as revealed by a recent SEC 13F filing for the Q4 2025 report period. This fund activity is part of broader institutional interest, with 658 investors adding $Q shares and major players like VANGUARD GROUP INC and BLACKROCK, INC. significantly increasing their holdings. The article also details recent insider trading activity, with varying purchases and sales, and analyst ratings, showing four firms with "Buy" ratings and a median price target of $105.0.
Wells Fargo & Company Declares Cash Dividends on Preferred Stock
Wells Fargo & Company (NYSE: WFC) announced cash dividends on six different series of its preferred stock. These quarterly dividends vary by series and are payable on March 16, 2026, to holders of record on various dates in late February 2026. The announcement provides specific per-share dividend amounts and liquidation preferences for each preferred stock series.
Thrivent Financial for Lutherans Has $1.55 Million Stock Position in Valley National Bancorp $VLY
Thrivent Financial for Lutherans significantly reduced its stake in Valley National Bancorp (NASDAQ:VLY) by 55.9% in the third quarter, holding 146,544 shares valued at $1.553 million. Despite Thrivent's sell-off, other institutional investors increased their positions, and 61% of the company's stock is institutionally owned. Valley National Bancorp reported strong quarterly earnings, beating analyst estimates, and currently holds a "Moderate Buy" rating with an average price target of $14.20.
Arcus Biosciences (NYSE:RCUS) Rating Lowered to "Hold" at Wells Fargo & Company
Wells Fargo & Company has downgraded Arcus Biosciences (NYSE:RCUS) from a "strong-buy" to a "hold" rating. Despite this, the company still holds an average rating of "Moderate Buy" from analysts with an average price target of $29.33, and Goldman Sachs recently upgraded its rating to "Buy" with a $28 target. Insider selling has been noted, with the General Counsel and COO selling shares recently, though insiders still retain about 9.6% ownership.
Inspire Medical Systems (NYSE:INSP) Lowered to "Hold" Rating by Wells Fargo & Company
Wells Fargo & Company downgraded Inspire Medical Systems (NYSE:INSP) from a "strong-buy" to a "hold" rating following the company's Q4 earnings beat but reduced FY2026 revenue guidance. The downgrade reflects concerns over a potential coding change that could pressure physician reimbursement and procedure volumes, leading to a sharp share selloff and multiple analyst price target reductions. The stock now holds an average "Hold" rating with an average target price of $110.65 from analysts.
Becton, Dickinson and Company (NYSE:BDX) Downgraded by Zacks Research to Strong Sell
Zacks Research has downgraded Becton, Dickinson and Company (NYSE:BDX) from a "hold" to a "strong sell" rating. This downgrade, combined with pessimistic notes from major banks like JPMorgan, Wells Fargo, and Citigroup, has contributed to near-term selling pressure on the stock. Despite reporting a Q4 beat, providing positive FY 2026 guidance, completing a significant spin-off, and authorizing a stock buyback, sell-side coverage remains mixed for BDX.
White & Case advises Wells Fargo Securities on £9.9 billion takeover of Schroders
White & Case is advising Wells Fargo Securities International Limited in its role as lead financial adviser to Schroders plc. This advice pertains to the £9.9 billion takeover offer for Schroders made by Nuveen, LLC. The transaction will result in a combined entity managing nearly US$2.5 trillion in assets.
Sunoco LP $SUN Stock Position Trimmed by ING Groep NV
ING Groep NV significantly reduced its stake in Sunoco LP (NYSE:SUN) by 49.2% in the third quarter, selling 90,000 shares but still owning 93,100 shares valued at $4.66 million. Despite this, other institutional investors like Alps Advisors Inc. and Energy Income Partners LLC increased their holdings in Sunoco. The article also notes recent analyst upgrades, stock performance, and Sunoco's increased dividend payout.
ING Groep NV Makes New Investment in Ryder System, Inc. $R
ING Groep NV has acquired a new stake in Ryder System, Inc. (NYSE:R) during the third quarter, purchasing 24,833 shares valued at approximately $4.68 million, representing 0.06% ownership. This investment comes despite Ryder missing Q4 revenue and slightly missing EPS, which led to a 4.3% stock dip and lower Q1 and FY2026 guidance. However, analysts maintain a generally positive outlook, with an average target price of $208.56, and the company recently declared a quarterly dividend of $0.91 per share.
Wells Fargo & Company $WFC Shares Purchased by Public Sector Pension Investment Board
The Public Sector Pension Investment Board increased its holdings in Wells Fargo & Company (NYSE:WFC) by 1.3% in Q3, now owning 1,600,740 shares valued at $134,174,000. Other institutional investors also adjusted their positions, with 75.90% of the stock owned by institutional investors. Wells Fargo recently reported Q4 earnings of $1.76 EPS, beating estimates, and announced a quarterly dividend of $0.45 per share.
Impax Asset Management Group plc Takes Position in Wells Fargo & Company $WFC
Impax Asset Management Group plc has acquired a new position in Wells Fargo & Company (NYSE:WFC) during the third quarter, purchasing 12,628 shares valued at approximately $1,058,000. Several other institutional investors also adjusted their holdings in WFC. The article details Wells Fargo's recent stock performance, earnings report, and upcoming dividend, alongside various analyst ratings and price targets.
New York Life Investment Management LLC Takes Position in STAAR Surgical Company $STAA
New York Life Investment Management LLC has acquired a new stake of 83,482 shares, valued at approximately $2.24 million, in STAAR Surgical Company (NASDAQ:STAA) during the third quarter. Despite this, analyst sentiment leans towards a "Reduce" rating with an average price target of $20.91, while the stock currently trades lower and below its moving averages. Notably, insiders and institutional investors have also been active, with significant buying from Broadwood Partners and a high institutional ownership percentage.
ProShare Advisors LLC Cuts Stock Position in United Airlines Holdings Inc $UAL
ProShare Advisors LLC significantly reduced its stake in United Airlines Holdings Inc. (UAL) by 17.8% in the third quarter, while several other institutional investors increased their positions. Notably, CEO J. Scott Kirby and President Brett J. Hart also sold substantial amounts of their personal shares. Despite these sales, analysts remain largely positive on UAL, with 15 "Buy" ratings, 2 "Hold" ratings, and a consensus price target of $135.97, supported by strong earnings and guidance.
Mid Penn Bank Hires Vivian Denkins as Cash Management Officer
Mid Penn Bank has appointed Vivian Denkins as Vice President and Cash Management Officer, based in their new Logan Square office in Philadelphia. Denkins will focus on providing cash management and treasury solutions to business clients in the Greater Philadelphia market. She brings over 15 years of experience in the financial services industry, having previously held positions at JPMorgan Chase, Provident Bank, PNC Bank, and Wells Fargo.
Freemont Management S.A. Lowers Stock Position in Cheniere Energy, Inc. $LNG
Freemont Management S.A. significantly reduced its stake in Cheniere Energy, Inc. (NYSE:LNG) by 88.4% in the third quarter, selling 16,800 shares and retaining 2,200 shares valued at approximately $517,000. Despite this, other institutional investors have increased their holdings, and analysts maintain a "Moderate Buy" rating with a consensus price target of $264.24. Cheniere Energy also recently declared a quarterly dividend of $0.555 per share.
American Express Company $AXP is Cookson Peirce & Co. Inc.'s 9th Largest Position
Cookson Peirce & Co. Inc. recently reduced its stake in American Express Company (NYSE:AXP) by 3.1%, making it their 9th largest holding. Institutional investors collectively own 84.33% of AXP, with several firms adjusting their positions, and analysts providing varied price targets and ratings. The company recently reported its Q4 earnings, missing consensus estimates slightly, but provided strong FY 2026 EPS guidance and announced a quarterly dividend.
Freemont Management S.A. Sells 32,700 Shares of Wells Fargo & Company $WFC
Freemont Management S.A. significantly reduced its stake in Wells Fargo & Company (NYSE:WFC) by 88.1% in the third quarter, selling 32,700 shares and ending with 4,400 shares valued at $369,000. Despite this, other institutional investors have either increased or initiated large stakes in WFC, and hedge funds collectively own 75.90% of the company's stock. Wells Fargo recently declared a quarterly dividend of $0.45, and analysts currently rate the stock as a "Moderate Buy" with an average target price of $97.29.
Baird upgrades Wells Fargo stock rating to Neutral from Underperform
Baird has upgraded Wells Fargo (NYSE:WFC) stock rating from "Underperform" to "Neutral" and set an $85.00 price target. This upgrade comes after a recent sell-off in shares, making its valuation more reasonable and limiting downside risk. Despite optimism about growth opportunities following the removal of regulatory capital restrictions, Baird noted that the current valuation at 11 times estimated 2026 EPS is "somewhat elevated" and would prefer a valuation below 10 times estimated 2027 EPS for new investments.
