Wells Fargo & Company · WFC-PA · Next earnings

Wells Fargo & Company reports Thursday, Jan 14, 2027

WFC-PA reports before market open with consensus EPS at $1.88 and revenue at $22.39B. Last quarter: Wells Fargo Keeps Outlook While Expanding Digital Finance Efforts

Reports Before market open92 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.88 Calendar consensus
Consensus revenue $22.39B Calendar consensus
Report date Jan 14, 2027 Thursday, date estimated
Session Before market open 92 days away

Where WFC-PA left off: FY2026 Q3

Full report

Wells Fargo Keeps Outlook While Expanding Digital Finance Efforts

EPS surprise +1.1% Reported $1.87 vs $1.85
Revenue surprise -2.0% Reported $21.87B vs $22.31B
Stock move — Event window
Subsequent drift — Up to 20 sessions

Management maintained its full-year net interest income outlook and indicated modest net interest margin expansion in Q4.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher rates and inflation could pressure consumers and commercial borrowers.
  • Geopolitical uncertainty and volatile energy markets could affect activity.
  • Rate-sensitive markets revenue could slow.
  • AI initiatives carry operational and regulatory risks.
  • Commercial-real-estate and leveraged-finance exposure remain watch-points.

Questions analysts left open

  • How Q4 net interest income divides between markets and non-markets businesses.
  • Whether deposit pricing behaves differently from prior rate-hiking cycles.
  • The effect of AI agents on deposit inertia and operating costs.
  • The timing and scale of stablecoin and tokenized-deposit adoption.
  • Potential stress in the commercial real-estate loan portfolio.

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Recent WFC-PA quarters

All WFC-PA earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.