WFG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $66.50
P/E -5.1
EPS $-12.08
Revenue $5.46B
ROE -14.6%
52W Range $57–$77

WFG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 1
Ex-date Split Type
Jan. 14, 2014 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$5.46B
2020-12-31 → 2025-12-31
EPS$-12.08
2020-12-31 → 2025-12-31
Free Cash Flow$-315M
2021-12-31 → 2025-12-31
Net margin-17.2%
2021-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend WFG 5Y avg Peer Median Verdict
P/E -5.15Y avg ≈-255.4 ≈-255.4 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Payout Ratio-10.8%
Annualized Payout≈$1.28Paid quarterly
Ex-dateAmountCurrencyYield
Sep 29, 2026$0.32USD≈1.4%
Jun 25, 2026$0.32USD≈0.92%
Mar 13, 2026$0.32USD≈0.99%
Jun 26, 2025$0.32USD≈1.7%
Mar 14, 2025$0.32USD≈1.7%
Dec 27, 2024$0.32USD≈1.5%
Sep 26, 2024$0.32USD≈1.3%
Jun 26, 2024$0.32USD≈1.6%
Mar 14, 2024$0.30USD≈1.5%
Dec 28, 2023$0.30USD≈1.4%
Sep 26, 2023$0.30USD≈1.7%
Jun 20, 2023$0.30USD≈1.5%
Mar 16, 2023$0.30USD≈1.7%
Dec 29, 2022$0.30USD≈1.6%
Sep 21, 2022$0.30USD≈1.4%
Jun 21, 2022$0.30USD≈1.2%
Mar 17, 2022$0.25USD≈0.87%
Dec 23, 2021$0.20USD≈0.84%
Sep 22, 2021$0.20USD≈0.89%
Jun 18, 2021$0.20USD≈0.97%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -120.1%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $-0.84 $-0.42 -98.0%
March 31, 2026 $-2.40 $-1.43 -67.7%
Dec. 31, 2025 $-9.59 $-2.66 -260.4%
Sept. 30, 2025 $-2.63 $-1.20 -118.8%
June 30, 2025 $-0.38 $0.82 -146.1%
March 31, 2025 $0.46 $0.65 -29.4%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 14
Metric Trend 202520242023202220212020
Revenue $5.46B$6.17B$6.45B$9.70B$10.52B$4.37B
Cost of Revenue $4.18B$4.33B$4.68B$5.14B$4.64B$2.56B
SG&A Expense $280M$282M$307M$365M$312M$185M
Operating Income $-1.19B$7M$-284M$2.56B$3.94B$831M
Interest Expense $19M$26M$24M$24M$48M$32M
Other Non-op ··$5M$37M··
Pretax Income $-1.17B$38M$-228M$2.59B$3.90B$790M
Income Tax $-233M$43M$-61M$618M$951M$202M
Net Income $-937M$-5M$-167M$1.98B$2.95B$588M
EPS (Basic) $-11.87$-0.06$-2.01$21.06$27.03$8.56
EPS (Diluted) $-12.08$-0.07$-2.01$20.86$27.03$8.56
Shares (Basic) 78,977,00080,859,00083,199,00093,760,000109,021,00068,672,000
Shares (Diluted) 79,156,00081,124,00083,199,00094,173,000109,021,00068,863,000
EBITDA $-1.19B$7M$-284M$2.56B$3.94B·
Balance Sheet 12
Metric Trend 202520242023202220212020
Cash & Equivalents $157M$389M$513M$706M$847M$434M
Receivables $244M$294M$311M$350M$508M$277M
Inventory $828M$844M$851M$1.03B$1.06B$578M
Current Assets $1.39B$1.84B$2.38B$2.75B$3.22B$1.34B
PP&E (Net) $3.59B$3.84B$3.83B$3.98B$4.10B$1.66B
Goodwill $1.47B$1.88B$1.95B$1.94B$1.98B$559M
Total Assets $7.62B$8.76B$9.41B$9.97B$10.43B$4.18B
Accounts Payable $584M$604M$620M$722M$848M$389M
Current Liabilities $651M$934M$1.05B$792M$1.21B$528M
Total Liabilities $1.77B$1.81B$2.19B$2.35B$2.78B$1.70B
Retained Earnings $3.63B$4.73B$4.91B$5.28B$4.50B$2.24B
Stockholders' Equity $5.85B$6.95B$7.22B$7.62B$7.66B$2.48B
Cash Flow 7
Metric Trend 202520242023202220212020
Operating Cash Flow $96M$661M$525M$2.21B$3.55B$968M
CapEx $411M$487M$477M$477M$635M$180M
Investing Cash Flow $-380M$-318M$-530M$-459M$-286M$-166M
Dividends Paid $101M$101M$100M$99M$75M$41M
Financing Cash Flow $-167M$-582M$-268M$-2.13B$-2.16B$-353M
Free Cash Flow $-315M$174M$48M$1.73B$2.92B·
Levered FCF $-330M$177M$30M$1.71B$2.88B·
Profitability 7
Metric Trend 202520242023202220212020
Operating Margin -21.7%0.11%-4.4%26.4%37.5%·
Net Margin -17.2%-0.08%-2.6%20.4%28.0%·
Pretax Margin -21.4%0.62%-3.5%26.7%37.1%·
EBITDA Margin -21.7%0.11%-4.4%26.4%37.5%·
ROA -11.4%-0.06%-1.7%19.4%40.3%·
ROE -14.6%-0.07%-2.2%25.9%58.2%·
ROIC -16.3%-0.01%-2.9%25.6%39.0%·
Liquidity & Solvency 3
Metric Trend 202520242023202220212020
Current Ratio 2.12.02.33.52.7·
Quick Ratio 0.60.70.81.31.1·
Interest Coverage -62.50.3-11.8106.682.2·
Efficiency 3
Metric Trend 202520242023202220212020
Asset Turnover 0.70.70.71.01.4·
Inventory Turnover 5.05.15.04.95.7·
Receivables Turnover 20.320.419.522.626.8·
Per Share 4
Metric Trend 202520242023202220212020
Revenue / Share $69.00$76.11$77.57$103.01$96.00·
Cash Flow / Share $1.21$8.15$6.31$23.44$32.42·
Dividend / Share $1.28$1.26$1.20$1.15·$0.80
EPS (TTM) $-12.08$-0.07$-2.01$20.86$27.03·
Valuation (TTM) 6
Metric Trend 202520242023202220212020
Revenue TTM $5.46B$6.17B$6.45B$9.70B$10.52B·
Net Income TTM $-937M$-5M$-167M$1.98B$2.95B·
P/E -5.1-1236.4-42.63.53.5·
Earnings Yield -19.8%-0.08%-2.4%28.9%28.3%·
Payout Ratio -10.8%-2020.0%-59.9%5.0%2.5%·
Annual Payout $101M$101M$100M$99M$75M·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $5.46B $6.17B $6.45B $9.70B $10.52B
Operating Margin % -21.7% 0.11% -4.4% 26.4% 37.5%
Net Income $-937M $-5M $-167M $1.98B $2.95B
Diluted EPS $-12.08 $-0.07 $-2.01 $20.86 $27.03

Institutional owners (13F) 183 filers · $2.6B total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 183
Value held $2.6B
New positions 22
Exited positions 25
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
22 (-16 vs prior Q) 25 (+7 vs prior Q) 57 (-8 vs prior Q) 58 (+7 vs prior Q) +1.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FIL Ltd $590,938,589 8,729,285 23.09% Shares
ROYAL BANK OF CANADA $236,374,000 3,492,021 9.23% Shares
MACKENZIE FINANCIAL CORP $180,365,730 1,878,614 7.05% Shares
VANGUARD GROUP INC $133,321,422 2,179,238 5.21% Shares
1832 Asset Management L.P. $121,541,118 1,795,555 4.75% Shares
DONALD SMITH & CO., INC. $110,333,549 1,629,983 4.31% Shares
VANGUARD CAPITAL MANAGEMENT LLC $101,398,454 1,497,850 3.96% Shares
LETKO, BROSSEAU & ASSOCIATES INC $95,956,268 1,417,956 3.75% Shares
MANNING & NAPIER ADVISORS LLC $73,909,743 1,091,402 2.89% Shares
GOLDMAN SACHS GROUP INC $68,733,103 1,015,410 2.69% Shares
BANK OF MONTREAL /CAN/ $56,262,145 831,932 2.20% Shares
Pictet Asset Management Holding SA $54,289,316 802,239 2.12% Shares
Atlas FRM LLC $50,090,600 740,000 1.96% Shares
VAN ECK ASSOCIATES CORP $49,836,171 736,913 1.95% Shares
NORGES BANK $45,702,595 675,791 1.79% Shares
SailingStone Capital Partners LLC $39,573,114 412,177 1.55% Shares
FMR LLC $36,005,214 531,868 1.41% Shares
VANGUARD FIDUCIARY TRUST CO $30,820,026 455,271 1.20% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $28,321,580 418,511 1.11% Shares
DIMENSIONAL FUND ADVISORS LP $23,321,933 344,538 0.91% Shares
WELLINGTON MANAGEMENT GROUP LLP $21,429,165 316,578 0.84% Shares
ROBOTTI ROBERT $20,021,210 296,043 0.78% Shares
TWO SIGMA INVESTMENTS, LP $19,275,607 284,763 0.75% Shares
AMERICAN CENTURY COMPANIES INC $17,652,368 260,759 0.69% Shares
Invesco Ltd. $16,306,724 240,903 0.64% Shares
Allianz Asset Management GmbH $13,890,067 205,255 0.54% Shares
TD Asset Management Inc $12,959,506 191,504 0.51% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $12,898,000 190,590 0.50% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $12,360,470 182,731 0.48% Shares
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $12,323,940 128,361 0.48% Shares
Northwest & Ethical Investments L.P. $11,672,977 172,629 0.46% Shares
Vanguard Global Advisers, LLC $11,608,645 171,482 0.45% Shares
Amundi $10,810,093 159,700 0.42% Shares
MORGAN STANLEY $10,784,852 159,327 0.42% Shares
ENVESTNET ASSET MANAGEMENT INC $10,506,667 155,220 0.41% Shares
Galibier Capital Management Ltd. $9,217,022 135,552 0.36% Shares
Cerity Partners LLC $9,105,906 134,524 0.36% Shares
UBS Group AG $9,059,359 133,836 0.35% Shares
INTACT INVESTMENT MANAGEMENT INC. $8,867,564 131,000 0.35% Shares
STOREBRAND ASSET MANAGEMENT AS $8,844,375 130,660 0.35% Shares
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $8,789,312 129,965 0.34% Shares
Smead Capital Management, Inc. $8,378,083 123,878 0.33% Shares
TWO SIGMA ADVISERS, LP $8,294,705 135,734 0.32% Shares
Swiss National Bank $7,242,599 107,300 0.28% Shares
BlackRock, Inc. $7,137,233 105,440 0.28% Shares
TORONTO DOMINION BANK $6,872,020 101,619 0.27% Shares
CITADEL ADVISORS LLC $6,298,148 93,044 0.25% Shares
BARCLAYS PLC $6,189,303 91,436 0.24% Shares
BANK OF NOVA SCOTIA $5,893,207 87,060 0.23% Shares
Lloyd Harbor Capital Management, LLC $5,753,650 85,000 0.22% Shares

Show all 183 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Banasino Investments S.à r.l., Luda Stiftung, Banasino Investments Limited June 20, 2023 · Initial filing Passive investment SEC
Banasino Investments Limited, Luda Stiftung, ECCM Bank PLC ×5 filings Feb. 21, 2023 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 27 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
WOOD · iShares Trust 4.21% 166,873 SH Sept. 11, 2026 Daily
CUT · Invesco Exchange-Traded Fund Trust … 3.21% 13,595 SH Oct. 1, 2026 Daily
PID · Invesco Exchange-Traded Fund Trust 1.15% 139,622 SH Oct. 1, 2026 Daily
ERTH · Invesco Exchange-Traded Fund Trust 0.59% 10,397 SH Oct. 1, 2026 Daily
ESIM · Strategy Shares 0.35% 965 NS July 31, 2026 N-PORT
GUNR · FlexShares Trust 0.23% 260,474 NS July 31, 2026 N-PORT
CCNR · Financial Investors Trust 0.18% 11,956 NS July 31, 2026 N-PORT
IGE · iShares Trust 0.09% 10,944 SH Sept. 11, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.09% 191,699 SH Aug. 19, 2026 Daily
DFIS · Dimensional ETF Trust 0.07% 65,272 NS July 31, 2026 N-PORT
PXF · Invesco Exchange-Traded Fund Trust … 0.07% 27,991 SH Oct. 1, 2026 Daily
DXIV · Dimensional ETF Trust 0.05% 1,500 NS July 31, 2026 N-PORT
ISCF · iShares Trust 0.03% 3,356 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.03% 3,270 SH Sept. 11, 2026 Daily
DFIC · Dimensional ETF Trust 0.02% 56,465 NS July 31, 2026 N-PORT
DFAX · Dimensional ETF Trust 0.02% 38,576 NS July 31, 2026 N-PORT
DFSI · Dimensional ETF Trust 0.02% 2,880 NS July 31, 2026 N-PORT
DFAI · Dimensional ETF Trust 0.01% 32,884 NS July 31, 2026 N-PORT
IDEV · iShares Trust 0.01% 55,778 SH Sept. 11, 2026 Daily
TLTD · FlexShares Trust 0.01% 1,105 NS July 31, 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0.01% 755,054 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.01% 500,597 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.01% 10,493 SH Aug. 19, 2026 Daily
IXUS · iShares Trust 0.01% 63,166 SH Sept. 11, 2026 Daily
DFIV · Dimensional ETF Trust 0.00% 12,704 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 40,007 SH Aug. 19, 2026 Daily
IFRA · iShares Trust · 80,929 SH Sept. 11, 2026 Daily

WFG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

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rating · 9 analysts BUY
Median target $86.50 +30.1%
1 11.1% Strong Buy
6 66.7% Buy
2 22.2% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-10-01

Mean target $86.50 +30.1%

← Below all targets Current price $66.50
Low$83.00 Mean$86.50 High$90.00

Latest News Recent headlines mentioning this company

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Source: SEC 40-F filed Feb 11, 2026