Track record · closed signal

Wells Fargo & Company (WFC) — closed signal from June 30, 2026

Near target Published before the outcome was known, scored automatically when the window closed on September 28, 2026 — -2.5% at the close.

Predicted vs. what happened

WFC price · publication thesis → realized outcomesplit-adjusted

$79.09 – $83.04Entry zone — fair-value band

$82.85Published — price the day we called it

$92.27Target — the price the thesis aimed for

$91.99Peak — highest point inside the window, not a realized return

$80.81Window close — end-of-window price, context only

What happened

Near target

Came within reach: 92% of the predicted growth at its peak, just short of the target.

At window close

-2.5%

realized, from the publication price to the last close inside the window

Peak gain

+11%

peak, from the publication price — not a realized return

S&P 500, same window

+2.8%

SPY over the identical days, dividend-adjusted

Window close

$80.81

last close inside the window, ended September 28, 2026

Peak price

$91.99

peak on September 15, 2026 — not a realized return

Days to target

—

The thesis — published June 30, 2026

Predicted growth

+12%

over the measurement window

Target price

$92.27

the price the thesis aimed for

Entry zone

$79.09 – $83.04

the fair-value band we waited for

Price at publication

$82.85

published June 30, 2026

Confidence

73%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

A steady, lower-profile bank pick supported by reasonable valuation and a wide set of deposit and lending businesses. Recent stress-test outcomes for big U.S. banks help sentiment in the near term. Momentum is only mildly positive and earnings have recently disappointed, so upside over the next 0-3 months is likely modest in a choppy market.

Primary drivers

Stress-test outcomes boost confidence in banks returning capital to owners
Large deposit and lending businesses give exposure to economic swings
Shares look cheaper than many peers on basic valuation measures
Recent price action shows mild positive momentum near the trend level

How it played out

WFC: 11% peak gain, but target missed

Lyra published WFC at $82.85 with 12% expected growth and a $92.27 target over the short term. The thesis pointed to reasonable valuation, broad deposit and lending businesses, stress-test support for capital returns, and mildly positive price momentum. It also noted recent earnings disappointments and expected only modest upside in a choppy market.

Within the window, WFC rose to $91.99 on September 15, a peak gain of 11%. The target was never reached. By September 28, the shares had fallen to $80.81, below the publication price. The thesis partially played out because the price came close to the expected gain, but it missed the target and did not hold the advance through the end.

What happened during the window

On July 14, Wells Fargo released its second-quarter 2026 financial results. On July 28, its board approved a quarterly common stock dividend of $0.50 per share, an 11% increase from the prior quarter.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All WFC signals