Wells Fargo vs Blackstone
On this page, Wells Fargo & Co. and Blackstone Inc. are compared across business models, financial performance, and market context, using neutral, accessible language to help readers understand similarities and differences. Educational content, not financial advice.
On this page, Wells Fargo & Co. and Blackstone Inc. are compared across business models, financial performance, and market context, using neutral, accessible language to help readers understand simila...
Why It's Moving
Wells Fargo gears up for explosive 2026 growth after Fed lifts asset cap, fueling NII surge to $50B.
- Wells Fargo targets $50B in 2026 net interest income, powered by asset cap lift, loan growth, and rising markets revenue for stronger core earnings.
- Bank's M&A advisory ranking soared to ninth globally with $436B in deals, including Netflix-Warner Bros. and Union Pacific-Norfolk Southern, eyeing top-five investment banking status.
- Wall Street lifts price targets amid durable tailwinds like balance sheet growth and dovish Fed outlook, with shares up 34% this year beating sector averages.
Blackstone Charges into Retirement Savings with Empower Partnership and Seals Arlington Deal as Private Markets Heat Up.
- Empower partnership opens Blackstone's $1.2T AUM strategies to defined-contribution plans, with leaders like Jon Gray highlighting enhanced returns and diversification for everyday investors previously locked out.
- Agreement to acquire Arlington Industries announced January 26, expanding Blackstone's footprint in high-demand infrastructure assets as portfolio data shows accelerating US revenue growth to 9% YoY.
- 2026 Investment Perspectives tout AI-driven productivity, $177B dry powder for deals, and strong fundamentals like 600bps margin expansion, positioning BX to capitalize on market dislocations.
Wells Fargo gears up for explosive 2026 growth after Fed lifts asset cap, fueling NII surge to $50B.
- Wells Fargo targets $50B in 2026 net interest income, powered by asset cap lift, loan growth, and rising markets revenue for stronger core earnings.
- Bank's M&A advisory ranking soared to ninth globally with $436B in deals, including Netflix-Warner Bros. and Union Pacific-Norfolk Southern, eyeing top-five investment banking status.
- Wall Street lifts price targets amid durable tailwinds like balance sheet growth and dovish Fed outlook, with shares up 34% this year beating sector averages.
Blackstone Charges into Retirement Savings with Empower Partnership and Seals Arlington Deal as Private Markets Heat Up.
- Empower partnership opens Blackstone's $1.2T AUM strategies to defined-contribution plans, with leaders like Jon Gray highlighting enhanced returns and diversification for everyday investors previously locked out.
- Agreement to acquire Arlington Industries announced January 26, expanding Blackstone's footprint in high-demand infrastructure assets as portfolio data shows accelerating US revenue growth to 9% YoY.
- 2026 Investment Perspectives tout AI-driven productivity, $177B dry powder for deals, and strong fundamentals like 600bps margin expansion, positioning BX to capitalize on market dislocations.
Investment Analysis
Wells Fargo
WFC
Pros
- Wells Fargo has a large asset base of over $2 trillion, supporting its market presence and lending capacity.
- The bank showed regulatory progress with the lifting of its asset cap in June 2025, enabling growth opportunities.
- Wall Street analysts maintain a moderately positive outlook with a consensus 'Buy' rating and potential upside in share price.
Considerations
- Recent stock price forecasts suggest a potential near-term decline of around 4-5%, reflecting market caution.
- The firm carries significant debt of over $210 billion with notable interest expenses, which may pressure profitability.
- Operating expenses are high relative to operating profit, indicating efficiency challenges amid its rebuilding phase.
Pros
- Blackstone holds a strong market capitalisation around $176 billion, reflecting its scale in alternative asset management.
- The company benefits from diversified investment strategies, reducing cyclicality risks typically associated with financial firms.
- Recent analyst coverage includes upgrades with price targets suggesting confidence in growth drivers and management execution.
Considerations
- Blackstone’s stock price shows modest short-term downside risk and occasional analyst downgrades, indicating some near-term uncertainty.
- Performance relies significantly on private equity and real estate markets, making it sensitive to economic cycles.
- Fee pressure and competition in asset management could challenge margin expansion and future profitability.
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Wells Fargo (WFC) Next Earnings Date
Wells Fargo & Co. (WFC) is scheduled to report its first quarter 2026 earnings on Tuesday, April 14, 2026, at approximately 7:00 a.m. Eastern time, followed by a conference call at 10:00 a.m. Eastern time. This release will cover the quarter ending March 31, 2026, aligning with the company's official announcement for 2026 earnings dates. Details on accessing the call will be confirmed closer to the date.
Blackstone (BX) Next Earnings Date
Blackstone Inc. (BX) will release its Q4 2025 earnings report on January 29, 2026 before the market opens at 9:00 AM ET. The earnings announcement will cover the fourth quarter and full year 2025 results. Analysts are forecasting earnings per share of approximately $1.51–$1.52 with revenues expected around $3.69 billion for the quarter. The company has a strong track record of beating earnings estimates, with an average surprise of 13.4% over the trailing four quarters.
Wells Fargo (WFC) Next Earnings Date
Wells Fargo & Co. (WFC) is scheduled to report its first quarter 2026 earnings on Tuesday, April 14, 2026, at approximately 7:00 a.m. Eastern time, followed by a conference call at 10:00 a.m. Eastern time. This release will cover the quarter ending March 31, 2026, aligning with the company's official announcement for 2026 earnings dates. Details on accessing the call will be confirmed closer to the date.
Blackstone (BX) Next Earnings Date
Blackstone Inc. (BX) will release its Q4 2025 earnings report on January 29, 2026 before the market opens at 9:00 AM ET. The earnings announcement will cover the fourth quarter and full year 2025 results. Analysts are forecasting earnings per share of approximately $1.51–$1.52 with revenues expected around $3.69 billion for the quarter. The company has a strong track record of beating earnings estimates, with an average surprise of 13.4% over the trailing four quarters.
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Explore BasketWhich Baskets Do They Appear In?
Rally in Financials
Goldman Sachs' recent outperformance signals a potential wave of growth in the financial sector. This collection features carefully selected financial institutions positioned to benefit from favorable market conditions, easing yields, and renewed investor confidence.
Published: July 1, 2025
Explore BasketBanking & Finance Powerhouses
Invest in the cornerstones of the global economy. These carefully selected financial titans form the backbone of worldwide commerce and capital flow, chosen by our analysts for their market dominance and potential to benefit from changing economic conditions.
Published: June 17, 2025
Explore BasketBuy WFC or BX in Nemo
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