Universal Beteiligungs und Servicegesellschaft mbH Acquires 59,601 Shares of The Charles Schwab Corporation $SCHW

Universal Beteiligungs und Servicegesellschaft mbH boosted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 5.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 1,245,747 shares of the financial services provider’s stock after buying an additional 59,601 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Charles Schwab were worth $124,137,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in SCHW. Brighton Jones LLC increased its stake in Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after acquiring an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC increased its stake in Charles Schwab by 21.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after acquiring an additional 809 shares during the last quarter. United Bank increased its stake in Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after acquiring an additional 1,070 shares during the last quarter. Nebula Research & Development LLC bought a new position in Charles Schwab in the 2nd quarter worth about $552,000. Finally, Main Street Financial Solutions LLC increased its stake in Charles Schwab by 4.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after acquiring an additional 305 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on SCHW shares. Raymond James Financial restated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. TD Cowen restated a “buy” rating on shares of Charles Schwab in a research note on Thursday, April 9th. Piper Sandler upped their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $127.00 price objective on shares of Charles Schwab in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $114.00.

Insider Activity at Charles Schwab

In related news, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This represents a 21.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the sale, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 470,748 shares of company stock worth $48,095,857 over the last three months. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

SCHW opened at $91.97 on Wednesday. The stock has a 50-day moving average price of $94.40 and a 200-day moving average price of $96.39. The Charles Schwab Corporation has a 12-month low of $75.43 and a 12-month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $159.85 billion, a P/E ratio of 18.25, a PEG ratio of 0.73 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The firm had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the business earned $1.04 EPS. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts predict that The Charles Schwab Corporation will post 5.99 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Charles Schwab Profile

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.