Every material Form 8-K Wells Fargo filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Wells Fargo reported third quarter 2026 net income of $5,951 million, or $1.87 per diluted share, compared with $5,589 million and $1.66 a year earlier. Revenue rose 2% from a year ago to $21,870 million, but fell 3% from the second quarter, when EPS was $2.00, and the provision for credit losses rose 51% from a year ago.
Diluted EPS of $1.87 rose 13% from $1.66 a year ago but fell 6% from $2.00 in the second quarter of 2026.
Total revenue was $21,870 million, up 2% from a year ago; noninterest expense fell 1% to $13,743 million.
Provision for credit losses rose to $1,029 million from $681 million a year ago; CET1 ratio was 10.0%, down from 11.0%.
The company repurchased 28.6 million shares, or $2.5 billion, of common stock in the third quarter.
Wells Fargo said on September 23, 2026 that Scott E. Powell will become its Chief Risk Officer effective January 15, 2027. After that date he will no longer serve as the company's Chief Operating Officer. The filing does not describe the reasons for the change or any compensation terms.
Scott E. Powell appointed Chief Risk Officer, effective January 15, 2027
Powell will no longer serve as Chief Operating Officer after that date
Announced September 23, 2026 in an SEC Form 8-K under Item 5.02
Wells Fargo reported second quarter 2026 net income of $6.4 billion, or $2.00 per diluted share, up from $1.60 a year earlier, on total revenue of $22.6 billion, up 9%. The company also said it repurchased $3.0 billion of common stock in the quarter and expects its third quarter 2026 dividend to rise to $0.50 per share from $0.45, subject to board approval.
Diluted EPS of $2.00 vs. $1.60 in the second quarter of 2025, up 25%
Total revenue of $22,622 million, up 9% from a year earlier; noninterest expense up 2% to $13,661 million
Repurchased 37.4 million shares, or $3.0 billion, of common stock in the second quarter
Third quarter 2026 dividend expected at $0.50 per share, up from $0.45; CET1 ratio was 10.3% at June 30, 2026
At its April 28, 2026 annual meeting, Wells Fargo shareholders elected all 12 director nominees and approved an amendment and restatement of the 2022 Long-Term Incentive Plan. They also approved executive pay on an advisory basis and ratified KPMG LLP as the independent auditor for 2026. All six shareholder proposals failed to win majority support, with the highest, a call for an independent chair, receiving 33.90% in favor.
Amended 2022 Long-Term Incentive Plan approved with 95.93% of votes cast for or against (2,337,239,396 for; 99,219,067 against)
Advisory say-on-pay vote approved with 65.53% of votes cast for or against (1,604,792,488 for; 831,262,731 against)
KPMG LLP ratified for 2026 with 93.60% in favor; all six shareholder proposals fell short of majority support
Full text of the amended plan is filed as Exhibit 10(a)
Wells Fargo reported first quarter 2026 net income of $5.3 billion, or $1.60 per diluted share, up from $1.39 a year earlier, on total revenue of $21.4 billion, up 6%. Compared with the fourth quarter of 2025, net income fell 2% and diluted EPS fell from $1.62, and the CET1 ratio was 10.3%, down from 11.1% a year earlier. The company also repurchased $4.0 billion of common stock during the quarter.
Total revenue was $21.4 billion, up 6% from the first quarter of 2025 and up 1% from the fourth quarter of 2025.
Diluted EPS of $1.60 was up 15% from a year earlier but down from $1.62 in the fourth quarter of 2025.
The quarter included a $135 million, or $0.04 per share, discrete tax benefit tied to prior period matters.
Wells Fargo repurchased 46.3 million shares, or $4.0 billion, of common stock in the quarter; the CET1 ratio was 10.3%, a preliminary estimate.
Wells Fargo said it will redeem all 140,400 outstanding shares of its 3.90% Series BB Preferred Stock and all 3,510,000 related depositary shares. The redemption date is March 15, 2026, which shifts to March 16, 2026 because of a non-business day, and no Series BB preferred or depositary shares will remain outstanding afterward.
Redemption date is March 15, 2026, shifting to March 16, 2026 due to a non-business day.
Redemption price is $25,000.00 per preferred share and $1,000.00 per depositary share, excluding declared and unpaid dividends.
The filing covers 140,400 preferred shares and 3,510,000 depositary shares, each depositary share representing a 1/25 interest in a preferred share.
Regular quarterly dividends will be paid separately on March 16, 2026 to holders of record at the close of business on February 27, 2026.
Wells Fargo's independent directors, acting on the Human Resources Committee's recommendation, approved $40 million in total compensation for Chairman and CEO Charles W. Scharf for performance year 2025. The board cited 2025 net income of $21.3 billion, a 17% rise in diluted earnings per share, and returns of about $23 billion to shareholders, which shareholders may weigh as the basis for the award.
Total 2025 compensation of $40 million: $2.5 million base salary and $37.5 million variable pay
Variable pay split into $9.375 million cash and $28.125 million long-term equity, 65% Performance Share awards and 35% Restricted Share Rights
2025 net income rose to $21.3 billion; diluted EPS grew 17% from a year earlier
Return on equity rose to 12.4% in 2025 from 11.4% in 2024; new medium-term ROTCE target of 17-18%
Wells Fargo filed a court-authorized notice of a proposed settlement of a shareholder derivative lawsuit over its home mortgage lending and diversity-related hiring practices. The settlement would require $100 million in mortgage assistance and a $10 million payment from an insurer to the company, and the defendants deny the allegations.
The company must fund $100 million in mortgage assistance within 90 calendar days after the Effective Date, with programs lasting at least three years.
An insurer will pay Wells Fargo $10 million on behalf of the director defendants within 30 calendar days of the Effective Date.
Plaintiffs' counsel intends to seek a $27.5 million fee and expense award, separate from the $100 million and $10 million amounts.
A final approval hearing is set for May 5, 2026, and objections are due by April 14, 2026.
Wells Fargo reported fourth quarter 2025 net income of $5.4 billion, or $1.62 per diluted share, compared with $5.1 billion, or $1.43 per share, a year earlier. Excluding a $612 million severance expense, net income was $5.8 billion, or $1.76 per share. The company also repurchased $5.0 billion of common stock in the quarter and said the results are preliminary until its 10-K is filed.
Total revenue was $21,292 million, up 4% from the fourth quarter of 2024 and down 1% from the third quarter of 2025.
Noninterest expense was $13,726 million, down 1% from a year earlier, and included $612 million of severance expense.
Common Equity Tier 1 ratio was 10.6% at December 31, 2025, down from 11.1% a year earlier; the company repurchased 58.2 million shares, or $5.0 billion, in the quarter.
Management scheduled a live conference call for January 14, 2026 at 10:00 a.m. ET.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Wells Fargo filing is on SEC EDGAR ↗. 8-K briefs of other companies →