Wells Fargo & Company is projected to report Q3 2026 consensus revenue of $22.35 billion and earnings per share of $1.85, with the stock currently trading at $83.55 relative to an average analyst price target of $103.02.
Investors are primarily focused on the trajectory of Net Interest Income (NII), which is estimated to reach $12.63 billion for the reporting period.
This quarter marks a critical phase as the bank operates without the Federal Reserve's long-standing regulatory asset cap, which was lifted in 2025 to permit aggressive loan portfolio expansion. Markets are also closely monitoring the impact of the Federal Reserve's September 2026 interest rate hike on deposit costs and net interest margins.