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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are also rolling out our AI-native policy engine and vote implementation capabilities for institutional investors like JPMorgan and Wells Fargo who are seeking to reduce their reliance on proxy advisers.”
Wells Fargo is named as an asset-manager client adopting Broadridge's AI-native proxy-voting policy engine to reduce reliance on proxy advisers.
“including Databricks, Expedia, Ford and Wells Fargo rely on Atlassian's AI-enabled cloud platform to power their business processes and mission-critical workflows”
Atlassian cites Wells Fargo as a marquee customer relying on its AI-enabled cloud platform for mission-critical workflows.
“And Adobe, KPMG, Pfizer, Wells Fargo all purchased over 25,000 seats this quarter.”
Wells Fargo purchased over 25,000 Microsoft 365 Copilot seats this quarter, part of a wave of large enterprise seat buys.
“one of your closest peers, Wells Fargo, did put out a medium term target of 17 to 18%”
An analyst benchmarks Bank of America's 15.4% ROTCE against peer Wells Fargo's newly stated medium-term return target of 17-18%, implying Wells Fargo is guiding to higher through-cycle returns.
“we've had 3 or 4 years where we were integrating successfully the Wells Fargo acquisition”
Principal references its multi-year integration of the acquired Wells Fargo institutional retirement business as now complete, freeing capacity for new growth.
“Wells Fargo launched ServiceNow AI with Raptor DB. To automate complex workflows and process datasets in real time.”
Wells Fargo adopted ServiceNow AI paired with RaptorDB to automate complex workflows and process data in real time, an enterprise customer win for the new database product.
“On April 1, we transitioned our joint venture with Wells Fargo to a processing agreement, and we look forward to supporting their SMB growth strategy.”
Wells Fargo restructured its Fiserv joint venture into a processing agreement to support its small-business growth strategy going forward.
“Credit and debit growth was aided by the conversions of the previously announced Wells Fargo Commercial Credit and Citizens debit migrations, respectively.”
Wells Fargo's commercial credit portfolio migration to Mastercard's network contributed to U.S. credit volume growth in the quarter, evidence of a completed card-issuance win.
“being the preferred financing provider for Volkswagen and Audi vehicles in the United States”
Wells Fargo is the preferred U.S. auto-financing provider for Volkswagen and its Audi brand, a read-through on captive-finance sourcing for Volkswagen; WFC auto originations more than doubled year over year partly on this.
“our strategic partnership with [ Centerbridge Partners ] has enabled us to better serve our Commercial Banking customers with a direct lending product”
Wells Fargo's Overland Advantage direct-lending joint venture with Centerbridge Partners has helped clients raise roughly $7 billion in financing.
“becoming the preferred financing provider for Volkswagen and Audi brands in the United States in the spring of last year.”
Wells Fargo became the preferred U.S. financing provider for Volkswagen and Audi brands, a read-through supporting Volkswagen's captive auto-financing relationship.
“reflecting the benefit from being the preferred financing provider for Volkswagen Audi vehicles that began in the second quarter”
Wells Fargo became the preferred auto-financing provider for Volkswagen Audi vehicles, driving auto origination growth. Read-through: Volkswagen Audi routes captive vehicle financing through Wells Fargo.
“We recently advised Union Pacific's $85 billion acquisition of Norfolk Southern, the largest announced deal of 2025 so far.”
Norfolk Southern is named as the $85B acquisition target in the largest announced deal of 2025. Read-through: Norfolk Southern is being acquired by Union Pacific.
“We recently advised Union Pacific's $85 billion acquisition of Norfolk Southern, the largest announced deal of 2025 so far.”
Wells Fargo cites advising Union Pacific on its $85B acquisition of Norfolk Southern as evidence of winning larger, more complex M&A mandates. Read-through: Union Pacific is pursuing a landmark acquisition.
“In our auto business, we completed the launch of our multiyear co-branded agreement as a preferred purchase financing provider from Volkswagen and Audi vehicles in the US.”
Wells Fargo launched a multiyear co-branded agreement to become the preferred purchase-financing provider for Volkswagen and Audi vehicles in the US, contributing to stronger auto originations this quarter.
“we've started to launch our partnership with Volkswagen and Audi brands as their preferred purchase financing provider in the United States.”
Wells Fargo launched a new partnership with Volkswagen and Audi brands, becoming their preferred purchase financing provider in the United States, part of WFC's push to become a more full-spectrum auto lender.
“We created a strategic partnership with Centerbridge Partners and introduced overland advisers to better service our commercial bank customers with the direct lending product.”
Wells Fargo formed a strategic direct-lending partnership with Centerbridge Partners to extend its commercial banking clients' access to private credit products.
“we announced a multiyear co-branded agreement where we will be the preferred purchase finance provider for Volkswagen and Audi brands in the United States, starting in the first half of this year.”
Wells Fargo becomes the preferred purchase-finance provider for Volkswagen and Audi in the U.S. under a new multiyear co-branded agreement starting in the first half of 2025.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Pancari | Evercore ISI | 15 (0%) |
| Ebrahim Poonawala | Bank of America | 13 (23%) |
| Gerard Cassidy | RBC Capital Markets | 12 (0%) |
| Ken Usdin | Autonomous Research | 11 (0%) |
| John McDonald | Truist Securities | 11 (0%) |
| Betsy Graseck | Morgan Stanley | 10 (0%) |
| Scott Siefers | Piper Sandler | 10 (0%) |
| Erika Najarian | UBS | 9 (0%) |
| Matt O'Connor | Deutsche Bank | 8 (13%) |
| Saul Martinez | HSBC | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 15 (0%) |
| Bank of America | 1 | 13 (23%) |
| Morgan Stanley | 3 | 13 (0%) |
| RBC Capital Markets |
Wells Fargo delivered Q1 diluted EPS growth of 15% on revenue increasing 6% with broad-based growth across all segments, as loans exceeded $1 trillion and pre-tax pre-provision profit grew 14%. NII and expense guidance were both reiterated at $50B and $55.7B respectively, while consent orders were fully resolved. Credit card momentum continued building the consumer franchise, and favorable regulatory proposals supported the capital return outlook.
Margin | Revenue Growth | Capital Allocation | Demand | Regulation Policy | Credit | Competitive Dynamics | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 7 | 3 | 2 | 2 | 4 | 1 | |
| 2025Q1 | 5 | 7 | 3 | 3 | 4 | 2 | 3 | 3 |
| 2025Q2 | 8 | 6 | 5 | 4 | 4 | 3 | 3 | |
| 2025Q3 | 6 | 4 | 4 | 1 | 2 | 4 | 4 | 3 |
| 2025Q4 | 9 | 6 | 4 | 4 | 1 | 3 | 2 | 2 |
| 2026Q1 | 7 | 5 | 5 | 5 | 7 | 6 | 1 | |
| 2026Q2 | 4 | 2 | 1 | 3 | 4 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 6 | 5 | 8 | 6 | 9 | 7 | 4 |
| Revenue Growth | 7 | 7 | 6 | 4 | 6 | 5 | 2 |
| Capital Allocation | 3 | 3 | 5 | 4 | 4 | 5 | 1 |
| Demand | 2 | 3 | 4 | 1 | 4 | 5 | 3 |
| Regulation Policy | 2 | 4 | 4 | 2 | 1 | 7 | |
| Credit | 2 | 4 | 3 | 6 | 4 | ||
| Competitive Dynamics | 4 | 3 | 3 | 4 | 2 | 1 | |
| Cost Pressure | 1 | 3 | 3 | 3 | 2 | 1 | 1 |
| 1 |
| 12 (0%) |
| Truist Securities | 1 | 11 (0%) |
| Autonomous Research | 1 | 11 (0%) |
| Piper Sandler | 1 | 10 (0%) |
| UBS | 1 | 9 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WFC Wells Fargo | 8 | +11.3% | |
| BAC Bank of America | 8 | +7.0% | |
| C Citigroup | 8 | +14.0% | |
| JPM JPMorgan Chase & Co. | 9 | +17.9% |