{"id":639511,"date":"2026-04-25T17:22:20","date_gmt":"2026-04-25T17:22:20","guid":{"rendered":"https:\/\/www.wacoca.com\/media\/639511\/"},"modified":"2026-04-25T17:22:20","modified_gmt":"2026-04-25T17:22:20","slug":"wells-fargo-stock-posts-15-eps-growth-and-1-trillion-loan-book-in-q1-2026","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/media\/639511\/","title":{"rendered":"Wells Fargo Stock Posts 15% EPS Growth and $1 Trillion Loan Book in Q1 2026"},"content":{"rendered":"<div>\n\u4e3b\u306a\u7d71\u8a08<\/p>\n<p>\u73fe\u5728\u306e\u682a\u4fa1\uff1a\uff5e79\u30c9\u30eb<\/p>\n<p>2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\uff1a203\u5104\u30c9\u30eb\u3001\u524d\u5e74\u540c\u671f\u6bd45.7%\u5897<\/p>\n<p>2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u5e0c\u8584\u5316\u5f8cEPS+\u524d\u5e74\u540c\u671f\u6bd415%\u5897\uff08\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u304a\u3051\u308bCEO\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u3088\u308b\uff09<\/p>\n<p>2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u7d14\u91d1\u5229\u53ce\u5165\uff1a\u524d\u5e74\u540c\u671f\u6bd45.2%\u5897\u306e121\u5104\u30c9\u30eb<\/p>\n<p>2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u975e\u91d1\u5229\u53ce\u5165\uff1a94\u5104\u30c9\u30eb\u3001\u524d\u5e74\u540c\u671f\u6bd48%\u5897<\/p>\n<p>2026\u5e74NII\u30ac\u30a4\u30c0\u30f3\u30b9~500\u5104\u30c9\u30eb\uff08\u7dad\u6301\uff09<\/p>\n<p>2026\u5e74\u975e\u91d1\u5229\u8cbb\u7528\u306e\u30ac\u30a4\u30c0\u30f3\u30b9~557\u5104\u30c9\u30eb\uff08\u636e\u3048\u7f6e\u304d\uff09<\/p>\n<p>TIKR\u30e2\u30c7\u30eb\u76ee\u6a19\u682a\u4fa1\uff1a115\u30c9\u30eb\uff08\u30df\u30c3\u30c9\u30b1\u30fc\u30b9\uff09<\/p>\n<p>5\u5e74\u9593\u306e\u30a4\u30f3\u30d7\u30e9\u30a4\u30c9\u30fb\u30a2\u30c3\u30d7\u30b5\u30a4\u30c9~45%<\/p>\n<p><a href=\"https:\/\/app.tikr.com\/register?ref=tikrblog\" rel=\"nofollow noopener\" target=\"_blank\">EPS\u306f15%\u4e0a\u6607\u3057\u3001\u8cb8\u51fa\u91d1\u306f1\u5146\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3002\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u682a\u4fa1\u304cTIKR\u3067\u307e\u3060\u7591\u60d1\u306e\u4fa1\u683c\u304b\u3069\u3046\u304b\u30c1\u30a7\u30c3\u30af\u3059\u308b\u3001\u7121\u6599\u2192\u3002<\/a><\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u682a\u3001\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u304c1\u5146\u30c9\u30eb\u3092\u7a81\u7834\u3057\u3001EPS15\uff05\u5897\u3092\u5831\u544a<\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u682a<a href=\"https:\/\/app.tikr.com\/stock\/about?cid=292891&amp;tid=2663720&amp;ref=q2enxr\" rel=\"nofollow noopener\" target=\"_blank\">(WFC<\/a>)\u306f\u30012026\u5e74\u7b2c1\u56db\u534a\u671f\u306b\u5e0c\u8584\u5316\u5f8cEPS\u304c15\uff05\u6210\u9577\u3057\u3001\u7dcf\u53ce\u5165\u306f\u524d\u5e74\u540c\u671f\u6bd45.7\uff05\u5897\u306e203\u5104\u30c9\u30eb\u3068\u306a\u3063\u305f\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b5\u30f3\u30c8\u30de\u30b7\u30e2\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u304c\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u8ff0\u3079\u305f\u3068\u3053\u308d\u306b\u3088\u308b\u3068\u3001\u671f\u672b\u8cb8\u51fa\u6b8b\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd411\uff05\u5897\u306e1\u5146\u30c9\u30eb\u3092\u8d85\u3048\u3001\u5e73\u5747\u8cb8\u51fa\u6b8b\u9ad8\u306f878\u5104\u30c9\u30eb\uff0810\uff05\uff09\u5897\u52a0\u3057\u305f\u3002<\/p>\n<p>\u7d14\u91d1\u5229\u53ce\u5165\u306f\u524d\u5e74\u540c\u671f\u6bd45.2\uff05\u5897\u306e121\u5104\u30c9\u30eb\u3001\u975e\u91d1\u5229\u53ce\u5165\u306f\u524d\u5e74\u540c\u671f\u6bd48\uff05\u5897\u306e94\u5104\u30c9\u30eb\u3067\u3001\u6295\u8cc7\u9867\u554f\u6599\u3001\u4ef2\u4ecb\u624b\u6570\u6599\u3001\u6295\u8cc7\u9280\u884c\u624b\u6570\u6599\u304c\u727d\u5f15\u3057\u305f\u3002<\/p>\n<p>\u3059\u3079\u3066\u306e\u55b6\u696d\u90e8\u9580\u304c\u524d\u5e74\u540c\u671f\u6bd4\u3067\u5897\u53ce\u3068\u306a\u3063\u305f\uff1a\u6d88\u8cbb\u8005\u91d1\u878d\u90e8\u9580\u306f7\uff05\u5897\u3001\u5546\u696d\u9280\u884c\u90e8\u9580\u306f7\uff05\u5897\u3001\u6cd5\u4eba\u30fb\u6295\u8cc7\u9280\u884c\u90e8\u9580\u306f13\uff05\u5897\uff08\u5e02\u5834\u53ce\u76ca\u306f19\uff05\u5897\u3001\u9280\u884c\u53ce\u76ca\u306f11\uff05\u5897\uff09\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u90e8\u9580\u306f14\uff05\u5897\u3002<\/p>\n<p>\u30c1\u30e3\u30fc\u30ea\u30fc\u30fb\u30b7\u30e3\u30fc\u30d5\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u306f<a href=\"https:\/\/app.tikr.com\/stock\/transcript?cid=292891&amp;tid=2663720&amp;e=1941983798&amp;ts=3695055&amp;ref=q2enxr\" rel=\"nofollow noopener\" target=\"_blank\">2026\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e<\/a>\u4f1a\u3067\u3001\u53ce\u76ca\u304c\u8cbb\u7528\u3092\u4e0a\u56de\u308b\u4f38\u3073\u3092\u793a\u3057\u305f\u305f\u3081\u3001\u7a0e\u5f15\u524d\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u304b\u308914\uff05\u62e1\u5927\u3057\u305f\u3068\u8ff0\u3079\u305f\u3002<\/p>\n<p>\u975e\u91d1\u5229\u8cbb\u7528\u306f\u524d\u5e74\u540c\u671f\u6bd43%\u5897\u3068\u306a\u308a\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u5185\u306e\u6c34\u6e96\u3068\u306a\u3063\u305f\u304c\u3001\u3053\u308c\u306f\u4e3b\u306bWIM\u306b\u304a\u3051\u308b\u53ce\u76ca\u95a2\u9023\u5831\u916c\u306e\u5897\u52a0\u306b\u3088\u308b\u3082\u306e\u3067\u3001\u52b9\u7387\u5316\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306e\u7d99\u7d9a\u306823\u56db\u534a\u671f\u9023\u7d9a\u306e\u4eba\u54e1\u524a\u6e1b\u306b\u3088\u308a\u4e00\u90e8\u76f8\u6bba\u3055\u308c\u305f\u3002<\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306f\u7b2c 1 \u56db\u534a\u671f\u306b 40 \u5104\u30c9\u30eb\u306e\u666e\u901a\u682a\u5f0f\u3092\u8cb7\u3044\u623b\u3057\u3001\u5408\u8a08 54 \u5104\u30c9\u30eb\u3092\u682a\u4e3b\u306b \u9084\u5143\u3057\u3001CET1 \u6bd4\u7387\u306f 10.3%\u3068\u3001\u76ee\u6a19\u3067\u3042\u308b 10%\u304b\u3089 10.5%\u306e\u7bc4\u56f2\u5185\u306b\u7dad\u6301\u3057\u305f\u3002<\/p>\n<p>\u7d4c\u55b6\u9663\u306f\u3001\u901a\u671fNII\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u301c500\u5104\u30c9\u30eb\u3001\u901a\u671f\u975e\u91d1\u5229\u8cbb\u7528\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u301c557\u5104\u30c9\u30eb\u306b\u636e\u3048\u7f6e\u3044\u305f\u304c\u3001\u30b5\u30f3\u30c8\u30de\u30b7\u30e2CFO\u306f\u7b2c1\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3001\u9700\u8981\u304c\u7dad\u6301\u3055\u308c\u308c\u3070\u3001\u878d\u8cc7\u306e\u4f38\u3073\u306f\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u76db\u308a\u8fbc\u307e\u308c\u305f1\u6841\u53f0\u534a\u3070\u306e\u60f3\u5b9a\u3092\u4e0a\u56de\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u8ff0\u3079\u305f\u3002<\/p>\n<p>\u9280\u884c\u3092\u9664\u304f\u91d1\u878d\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5185\u306e\u4e0d\u52d5\u7523\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u30fb\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u767a\u751f\u3057\u305f1\u4ef6\u306e\u4e0d\u6b63\u95a2\u9023\u640d\u5931\u306b\u3088\u308a\u3001\u5546\u696d\u7528C&amp;I\u8cb8\u51fa\u91d1\u306e\u511f\u5374\u304c\u5e73\u5747\u8cb8\u51fa\u91d1\u6bd4\u306724bp\u3068\u5c0f\u5e45\u306b\u5897\u52a0\u3057\u305f\u304c\u3001\u7d4c\u55b6\u9663\u306f\u5305\u62ec\u7684\u306a\u5185\u90e8\u8abf\u67fb\u306e\u7d50\u679c\u3001\u3053\u306e\u4e8b\u8c61\u306f\u5358\u72ec\u3067\u767a\u751f\u3057\u305f\u3082\u306e\u3067\u3042\u308b\u3068\u8aac\u660e\u3057\u3066\u3044\u308b\u3002<\/p>\n<p><a href=\"https:\/\/app.tikr.com\/register?ref=tikrblog\" rel=\"nofollow noopener\" target=\"_blank\">\u7b2c2\u56db\u534a\u671f\u306fNIM\u304c\u5727\u8feb\u3055\u308c\u3001\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u30fb\u30e2\u30e1\u30f3\u30bf\u30e0\u304c\u9ad8\u307e\u308b\u4e2d\u3001WFC\u306e\u30c6\u30fc\u30bc\u306f\u5b9f\u884c\u306b\u304b\u304b\u3063\u3066\u3044\u308b\u3002TIKR\u3067\u7121\u6599\u3067\u30e2\u30c7\u30eb\u5316\u3059\u308b\u2192\u3053\u3061\u3089<\/a><\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u8ca1\u52d9\uff1a\u53ce\u76ca\u6210\u9577\u306e\u4e0b\u3067\u306e\u30de\u30fc\u30b8\u30f3\u5727\u7e2e<\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u682a\u306e2026\u5e74\u7b2c1\u56db\u534a\u671f\u640d\u76ca\u8a08\u7b97\u66f8\u306f\u3001\u5065\u5168\u306a\u53ce\u76ca\u6210\u9577\u304c\u610f\u56f3\u7684\u306a\u30de\u30fc\u30b8\u30f3\u5727\u7e2e\u3068\u4e26\u884c\u3057\u3066\u9032\u884c\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b\u3002<\/p>\n<p><img width=\"1024\" height=\"680\" data-public-id=\"images\/image-746_103207efa16\/image-746_103207efa16.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.wacoca.com\/media\/wp-content\/uploads\/2026\/04\/image-746_103207efa16.png\" alt=\"wells fargo stock net interest income\" class=\"wp-post-103204 wp-image-103207\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1777103059\" data-seo=\"1\"  \/>WFC\u682a\u5f0f\u7d14\u5229\u606f\u53ce\u76ca <a href=\"https:\/\/app.tikr.com\/stock\/financials?cid=292891&amp;tid=2663720&amp;tab=is&amp;ref=q2enxr\" rel=\"nofollow noopener\" target=\"_blank\">(TIKR)<\/a><\/p>\n<p>\u6b63\u5473\u53d7\u53d6\u5229\u606f\u306f2025\u5e74\u7b2c1\u56db\u534a\u671f\u306e115\u5104\u30c9\u30eb\u304b\u3089\u3001\u7b2c2\u56db\u534a\u671f\u306f117\u5104\u30c9\u30eb\u3001\u7b2c3\u56db\u534a\u671f\u306f120\u5104\u30c9\u30eb\u3001\u7b2c4\u56db\u534a\u671f\u306f123\u5104\u30c9\u30eb\u3001\u305d\u3057\u30662026\u5e74\u7b2c1\u56db\u534a\u671f\u306f121\u5104\u30c9\u30eb\u3068\u3001\u524d\u5e74\u540c\u671f\u306e\u8c37\u304b\u3089\u4e00\u8cab\u3057\u305f\u4f38\u3073\u3092\u793a\u3057\u305f\u5f8c\u3001\u76f4\u8fd1\u56db\u534a\u671f\u3067\u306f\u5c0f\u5e45\u306a\u524d\u56db\u534a\u671f\u6bd4\u6e1b\u5c11\u306b\u8ee2\u3058\u305f\u3002<\/p>\n<p>\u30b5\u30f3\u30c8\u30de\u30b7\u30e2\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u304c\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u8ff0\u3079\u305f\u3068\u3053\u308d\u306b\u3088\u308b\u3068\u3001\u7b2c1\u56db\u534a\u671f\u306e\u65e5\u6570\u304c2\u66a6\u65e5\u5c11\u306a\u304b\u3063\u305f\u3053\u3068\u3001\u5909\u52d5\u91d1\u5229\u8cc7\u7523\u306b\u5bfe\u3059\u308b2025\u5e74\u7b2c4\u56db\u534a\u671f\u306e\u91d1\u5229\u5f15\u304d\u4e0b\u3052\u304c\u5168\u56db\u534a\u671f\u306b\u5f71\u97ff\u3057\u305f\u3053\u3068\u3001\u7d14\u5229\u9798\u306f\u4f4e\u4e0b\u3057\u305f\u304c\u30ea\u30b9\u30af\u3068\u8cc7\u672c\u96c6\u7d04\u5ea6\u3082\u4f4e\u4e0b\u3057\u305f\u5e02\u5834\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306e\u6bd4\u91cd\u304c\u9ad8\u307e\u3063\u305f\u3053\u3068\u304c\u3001123\u5104\u30c9\u30eb\u304b\u3089121\u5104\u30c9\u30eb\u3078\u306e\u524d\u56db\u534a\u671f\u6bd4\u6e1b\u5c11\u306b\u3064\u306a\u304c\u3063\u305f\u3002<\/p>\n<p><img width=\"1024\" height=\"677\" data-public-id=\"images\/image-747_103208d169c\/image-747_103208d169c.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.wacoca.com\/media\/wp-content\/uploads\/2026\/04\/image-747_103208d169c.png\" alt=\"wells fargo stock revenue and non interest income\" class=\"wp-post-103204 wp-image-103208\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1777103154\" data-seo=\"1\"  \/>WFC\u682a\u306e\u53ce\u76ca\u3068\u975e\u91d1\u5229\u53ce\u5165 <a href=\"https:\/\/app.tikr.com\/stock\/financials?cid=292891&amp;tid=2663720&amp;tab=is&amp;ref=q2enxr\" rel=\"nofollow noopener\" target=\"_blank\">(TIKR)<\/a><\/p>\n<p>\u5f15\u5f53\u91d1\u7e70\u5165\u524d\u306e\u7dcf\u53ce\u76ca\u306f\u30012025\u5e74\u7b2c1\u56db\u534a\u671f\u306e202\u5104\u30c9\u30eb\u304b\u3089\u30012025\u5e74\u7b2c2\u56db\u534a\u671f\u306f208\u5104\u30c9\u30eb\u3001\u7b2c3\u56db\u534a\u671f\u306f214\u5104\u30c9\u30eb\u3001\u7b2c4\u56db\u534a\u671f\u306f213\u5104\u30c9\u30eb\u30012026\u5e74\u7b2c1\u56db\u534a\u671f\u306f215\u5104\u30c9\u30eb\u3068\u3001\u5e74\u9593\u3092\u901a\u3058\u3066\u524d\u56db\u534a\u671f\u6bd4\u3067\u7740\u5b9f\u306b\u56de\u5fa9\u3057\u3001\u76f4\u8fd1\u56db\u534a\u671f\u3067\u306f\u524d\u5e74\u540c\u671f\u6bd45.7%\u6539\u5584\u3057\u305f\u3002<\/p>\n<p>\u975e\u91d1\u5229\u53ce\u5165\u306f\u3001AUM\u306e\u4f38\u3073\u3068\u5e02\u5834\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u62e1\u5927\u306b\u4f34\u3044\u3001\u6295\u8cc7\u9867\u554f\u6599\u304a\u3088\u3073\u30c8\u30ec\u30fc \u30c7\u30a3\u30f3\u30b0\u95a2\u9023\u53ce\u5165\u304c\u62e1\u5927\u3057\u305f\u3053\u3068\u304b\u3089\u30012024\u5e74\u7b2c2\u56db\u534a\u671f\u306e87\u5104\u30c9\u30eb\u304b\u3089\u30012025\u5e74\u7b2c3\u56db\u534a\u671f\u306b\u306f 95\u5104\u30c9\u30eb\u30012026\u5e74\u7b2c1\u56db\u534a\u671f\u306b\u306f94\u5104\u30c9\u30eb\u3068\u3001\u305d\u308c\u305e\u308c\u5897\u52a0\u3057\u305f\u3002<\/p>\n<p id=\"h-wall-street-s-take-on-x-stock\">\u30b5\u30f3\u30c8\u30de\u30b7\u30e2\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u306f\u7b2c1\u56db\u534a\u671f\u306e\u6c7a\u7b97\u767a\u8868\u30b3\u30fc\u30eb\u3067\u3001\u4e3b\u306b\u30de\u30fc\u30b1\u30c3\u30c8\u4e8b\u696d\u306b\u304a\u3051\u308b\u30ec\u30dd\u306e\u5897\u52a0\u3001\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u30fb\u30df\u30c3\u30af\u30b9\u306b\u304a\u3051\u308b\u6709\u5229\u5b50\u9810\u91d1\u6bd4\u7387\u306e\u4e0a\u6607\u3001\u91d1\u5229\u5f15\u304d\u4e0b\u3052\u306b\u3088\u308a\u3001\u7d14\u91d1\u5229\u30de\u30fc\u30b8\u30f3\u304c\u524d\u56db\u534a\u671f\u6bd413\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u7e2e\u5c0f\u3057\u305f\u3053\u3068\u3092\u660e\u3089\u304b\u306b\u3057\u305f\u3002<\/p>\n<p>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u306e\u8a55\u4fa1<\/p>\n<p>TIKR\u30e2\u30c7\u30eb\u306f\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u682a\u4fa1\u3092115\u30c9\u30eb\u3068\u3057\u3001\u73fe\u5728\u306e\u4fa1\u683c\uff5e79\u30c9\u30eb\u304b\u3089\u7d0445%\u306e\u4e0a\u6607\u3092\u6697\u793a\u3057\u3001\u4eca\u5f8c4.7\u5e74\u9593\u306e\u6f5c\u5728\u7684\u306a\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u306f44.9%\u3001\u5e74\u7387\u63db\u7b97\u30ea\u30bf\u30fc\u30f3\u306f8.2%\u3068\u306a\u308b\u3002<\/p>\n<p>\u30df\u30c3\u30c9\u30b1\u30fc\u30b9\u30fb\u30e2\u30c7\u30eb\u3067\u306f\u30012035\u5e74\u307e\u3067\u306e\u58f2\u4e0a\u9ad8\u5e74\u5e73\u5747\u6210\u9577\u7387\u30923.4\uff05\u3001\u7d14\u5229\u76ca\u7387\u309224.5\uff05\u3068\u60f3\u5b9a\u3057\u3066\u3044\u308b\u304c\u30012026\u5e74\u7b2c1\u56db\u534a\u671f\u306b\u5b9f\u8a3c\u3055\u308c\u305f\u5229\u76ca\u7387\u306e\u56de\u5fa9\u529b\u3068\u3001\u3059\u3067\u306b\u793e\u5185\u306e\u60f3\u5b9a\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u8cb8\u51fa\u91d1\u306e\u6210\u9577\u8ecc\u9053\u3092\u8003\u616e\u3059\u308c\u3070\u3001\u3044\u305a\u308c\u3082\u59a5\u5f53\u306a\u7bc4\u56f2\u5185\u3067\u3042\u308b\u3002<\/p>\n<p>\u7b2c1\u56db\u534a\u671f\u306e\u5831\u544a\u66f8\u306f\u3001\u30de\u30fc\u30b8\u30f3\u9762\u3067\u306e\u6295\u8cc7\u6848\u4ef6\u3092\u5f37\u5316\u3057\u3066\u3044\u308b\u3002\u671f\u672b\u8cb8\u51fa\u91d1\u304c1\u5146\u30c9\u30eb\u3092\u30af\u30ea\u30a2\u3057\u3001\u3059\u3079\u3066\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u6210\u9577\u3057\u3001\u4fe1\u7528\u5b9f\u7e3e\u306f\u5b64\u7acb\u3057\u305f\u4e0d\u6b63\u4e8b\u8c61\u3092\u9664\u3044\u3066\u30af\u30ea\u30fc\u30f3\u306a\u307e\u307e\u3067\u3042\u308a\u3001\u6700\u7d42\u7684\u306a\u540c\u610f\u547d\u4ee4\u304c\u89e3\u9664\u3055\u308c\u3001\u9577\u5e74\u306b\u308f\u305f\u3063\u3066\u6210\u9577\u3092\u6291\u5236\u3057\u3066\u304d\u305f\u904e\u91cd\u8981\u56e0\u304c\u53d6\u308a\u9664\u304b\u308c\u305f\u3002<\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u682a\u4fa1\u306f\u30012019\u5e74\u4ee5\u964d\u306e\u3069\u306e\u6642\u70b9\u3088\u308a\u3082\u904b\u7528\u306e\u81ea\u7531\u5ea6\u304c\u9ad8\u304f\u3001\u6709\u6a5f\u7684\u306a\u6210\u9577\u30ec\u30d0\u30fc\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u306b\u3042\u308a\u3001ROTCE 17%\u304b\u308918%\u3078\u306e\u9053\u7b4b\u306b\u5bfe\u3059\u308b\u61d0\u7591\u7684\u306a\u898b\u65b9\u3092\u7e54\u308a\u8fbc\u3093\u3060\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3067\u7b2c2\u56db\u534a\u671f\u3092\u8fce\u3048\u308b\u3002<\/p>\n<p><img width=\"1024\" height=\"832\" data-public-id=\"images\/WFC_valuation_model-1_103206b8c75\/WFC_valuation_model-1_103206b8c75.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.wacoca.com\/media\/wp-content\/uploads\/2026\/04\/WFC_valuation_model-1_103206b8c75.webp\" alt=\"wells fargo stock valuation model results\" class=\"wp-post-103204 wp-image-103206\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1777102519\" data-seo=\"1\"  \/>WFC\u682a\u4fa1\u8a55\u4fa1\u30e2\u30c7\u30eb\u7d50\u679c <a href=\"https:\/\/app.tikr.com\/stock\/about?cid=21127&amp;tid=2621295&amp;ref=tikrblog\" rel=\"nofollow noopener\" target=\"_blank\">(TIKR)<\/a><\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u682a\u4fa1\u306e\u4e2d\u5fc3\u7684\u306a\u8ad6\u70b9\u306f\u3001NIM\u306e\u5727\u7e2e\u3068\u3044\u3046\u7269\u8a9e\u304c\u3001\u3042\u3089\u3086\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u771f\u306b\u53ce\u76ca\u529b\u3092\u9ad8\u3081\u3066\u3044\u308b\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u3092\u66d6\u6627\u306b\u3057\u3066\u3044\u306a\u3044\u304b\u3069\u3046\u304b\u3068\u3044\u3046\u70b9\u3067\u3059\u3002<\/p>\n<p>\u6210\u9577\u30b1\u30fc\u30b9<\/p>\n<p>2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u53ce\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd46%\u5897\u3001\u7a0e\u5f15\u524d\u5229\u76ca\u306f14%\u5897\u3068\u306a\u308a\u3001\u4f4e\u53ce\u76ca\u8cc7\u7523\u306b\u30b7\u30d5\u30c8\u3059\u308b\u4e2d\u3067\u3082\u55b6\u696d\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u5b9f\u8a3c\u3002<\/p>\n<p>\u671f\u672b\u8cb8\u51fa\u91d1\u306f\u524d\u5e74\u540c\u671f\u6bd4 11\uff05\u5897\u306e 1 \u5146\u30c9\u30eb\u3092\u8d85\u3048\u3001\u7b2c 1 \u56db\u534a\u671f\u306e\u5e73\u5747\u8cb8\u51fa\u91d1\u5897\u52a0\u7387\u306f 4\uff05\u3068\u3001\u901a\u671f\u524d\u63d0\u306e 1 \u6841\u53f0\u534a\u3070\u3092\u4e0a\u56de\u3063\u305f\u3002<\/p>\n<p>\u5e02\u5834\u53ce\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd419\uff05\u5897\u3001\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306e\u65b0\u898f\u53e3\u5ea7\u958b\u8a2d\u306f\u7d0460\uff05\u5897\u3001\u81ea\u52d5\u8eca\u30ed\u30fc\u30f3\u306e\u7d44\u6210\u306f\u500d\u5897\u4ee5\u4e0a\u3068\u306a\u308a\u3001\u8907\u6570\u306e\u9ad8\u53ce\u76ca\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u7d44\u6210\u306e\u52e2\u3044\u304c\u8907\u5408\u7684\u306b\u53cd\u6620\u3055\u308c\u305f\u3002<\/p>\n<p>\u6700\u7d42\u7684\u306a\u540c\u610f\u547d\u4ee4\u306e\u7d42\u4e86\u306b\u3088\u308a\u3001\u9577\u5e74\u306b\u308f\u305f\u3063\u3066\u6210\u9577\u3092\u6291\u5236\u3057\u3066\u304d\u305f\u696d\u52d9\u4e0a\u306e\u5236\u7d04\u304c\u53d6\u308a\u9664\u304b\u308c\u3001\u7d4c\u55b6\u9663\u306f\u300c\u6210\u9577\u52a0\u901f\u306b\u4e00\u5c64\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u300d\u3068\u3001\u7b2c1\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u30b7\u30e3\u30fc\u30d5CEO\u306f\u8ff0\u3079\u305f\u3002<\/p>\n<p>\u30de\u30fc\u30b8\u30f3\u30fb\u30b1\u30fc\u30b9<\/p>\n<p>\u7b2c 1 \u56db\u534a\u671f\u306e\u7d14\u91d1\u5229\u30de\u30fc\u30b8\u30f3\u306f\u524d\u56db\u534a\u671f\u6bd4 13bp \u7e2e\u5c0f\u3057\u3001\u7b2c 2 \u56db\u534a\u671f\u306f\u3055\u3089\u306b\u7e2e\u5c0f\u3059\u308b\u898b\u901a\u3057\u3067\u3042\u308b\u3002<\/p>\n<p>\u5e02\u5834\u6d3b\u52d5\u3092\u9664\u3044\u305fNII\u306f\u3001\u8cb8\u51fa\u91d1\u304c8%\u5897\u52a0\u3057\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u524d\u5e74\u540c\u671f\u6bd42%\u5897\u306b\u3068\u3069\u307e\u3063\u305f\u3002<\/p>\n<p>ROTCE17%\u304b\u308918%\u3078\u306e\u9053\u306e\u308a\u306f\u3001\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306e\u30f4\u30a3\u30f3\u30c6\u30fc\u30b8\u306e\u6210\u719f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u751f\u7523\u6027\u3001\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u30fb\u30d0\u30f3\u30ab\u30fc\u306e\u5897\u54e1\u3001\u30a4\u30f3\u30d9\u30b9\u30c8\u30e1\u30f3\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30a6\u30a9\u30ec\u30c3\u30c8\u30b7\u30a7\u30a2\u306e\u62e1\u5927\u306a\u3069\u306b\u5de6\u53f3\u3055\u308c\u308b\u305f\u3081\u3001\u307e\u3060\u6570\u5e74\u304b\u304b\u308b\u3002<\/p>\n<p>\u7d4c\u55b6\u9663\u306f\u7b2c1\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u4fa1\u683c\u306e\u4e0a\u6607\u304c2026\u5e74\u4e0b\u534a\u671f\u306b\u4f4e\u6240\u5f97\u5c64\u306e\u6d88\u8cbb\u8005\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u304f\u3001\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306e\u898f\u6a21\u304c\u62e1\u5927\u3057\u3066\u3044\u308b\u307e\u3055\u306b\u305d\u306e\u6642\u671f\u306b\u6f5c\u5728\u7684\u306a\u4fe1\u7528\u60aa\u5316\u30ea\u30b9\u30af\u304c\u751f\u3058\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3092\u8a8d\u3081\u305f\u3002<\/p>\n<p><a href=\"https:\/\/app.tikr.com\/register?ref=tikrblog\" rel=\"nofollow noopener\" target=\"_blank\">WFC\u306eTIKR\u30e2\u30c7\u30eb\u306f\u30d5\u30a7\u30a2\u30d0\u30ea\u30e5\u30fc\u3092115\u30c9\u30eb\u3068\u3057\u3001\u682a\u4fa1\u306f79\u30c9\u30eb\u8fd1\u8fba\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30ae\u30e3\u30c3\u30d7\u306e\u80cc\u5f8c\u306b\u3042\u308b\u5b8c\u5168\u306a\u524d\u63d0\u6761\u4ef6\u306f\u7121\u6599\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/a><\/p>\n<p>\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\uff06\u30ab\u30f3\u30d1\u30cb\u30fc\u306b\u6295\u8cc7\u3059\u3079\u304d\u304b\uff1f<\/p>\n<p>\u672c\u5f53\u306b\u77e5\u308b\u552f\u4e00\u306e\u65b9\u6cd5\u306f\u3001\u81ea\u5206\u3067\u6570\u5b57\u3092\u898b\u308b\u3053\u3068\u3060\u3002TIKR\u306f\u3001\u30d7\u30ed\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u307e\u3055\u306b\u305d\u306e\u8cea\u554f\u306b\u7b54\u3048\u308b\u305f\u3081\u306b\u4f7f\u3063\u3066\u3044\u308b\u306e\u3068\u540c\u3058\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u54c1\u8cea\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u306b\u7121\u6599\u3067\u30a2\u30af\u30bb\u30b9\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>WFC\u682a\u3092\u5f15\u304d\u51fa\u305b\u3070\u3001\u4f55\u5e74\u5206\u3082\u306e\u904e\u53bb\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u4e88\u60f3\u3059\u308b\u53ce\u76ca\u3068\u4eca\u5f8c\u306e\u56db\u534a\u671f\u3001\u8a55\u4fa1\u500d\u7387\u306e\u63a8\u79fb\u3001\u76ee\u6a19\u682a\u4fa1\u304c\u4e0a\u6607\u50be\u5411\u304b\u4e0b\u964d\u50be\u5411\u304b\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u7121\u6599\u306e\u30a6\u30a9\u30c3\u30c1\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3057\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4 &amp; \u30ab\u30f3\u30d1\u30cb\u30fc\u3092\u4ed6\u306e\u9298\u67c4\u3068\u4e00\u7dd2\u306b\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306f\u5fc5\u8981\u3042\u308a\u307e\u305b\u3093\u3002\u3054\u81ea\u8eab\u306e\u5224\u65ad\u306b\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3060\u3051\u3067\u3059\u3002<\/p>\n<p><a href=\"https:\/\/app.tikr.com\/register?ref=tikrblog\" rel=\"nofollow noopener\" target=\"_blank\">TIKR\u3067WFC\u306e\u682a\u4fa1\u3092\u5206\u6790\u3059\u308b\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30c4\u30fc\u30eb\u3092\u7121\u6599\u3067\u3054\u5229\u7528\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u4e3b\u306a\u7d71\u8a08 \u73fe\u5728\u306e\u682a\u4fa1\uff1a\uff5e79\u30c9\u30eb 2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\uff1a203\u5104\u30c9\u30eb\u3001\u524d\u5e74\u540c\u671f\u6bd45.7%\u5897 2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u5e0c\u8584\u5316\u5f8cEPS+\u524d\u5e74\u540c\u671f\u6bd415%\u5897\uff08\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u304a\u3051\u308bCEO\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u3088\u308b\uff09 2026<\/p>\n","protected":false},"author":3,"featured_media":639512,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[26133],"tags":[34696,46057,45391],"class_list":{"0":"post-639511","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-book","8":"tag-book","9":"tag-books","10":"tag-45391"},"share_on_mastodon":{"url":"https:\/\/wakoka.com\/@media\/116466505877017898","error":""},"_links":{"self":[{"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/posts\/639511","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/comments?post=639511"}],"version-history":[{"count":0,"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/posts\/639511\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/media\/639512"}],"wp:attachment":[{"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/media?parent=639511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/categories?post=639511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wacoca.com\/media\/wp-json\/wp\/v2\/tags?post=639511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}