Verity Asset Management Inc. Sells 6,752 Shares of The Charles Schwab Corporation $SCHW

Verity Asset Management Inc. decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 45.8% during the 4th quarter, HoldingsChannel reports. The firm owned 7,998 shares of the financial services provider’s stock after selling 6,752 shares during the quarter. Verity Asset Management Inc.’s holdings in Charles Schwab were worth $799,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of SCHW. Piscataqua Savings Bank bought a new stake in Charles Schwab during the 4th quarter worth $26,000. West Branch Capital LLC bought a new stake in Charles Schwab during the 3rd quarter worth $27,000. GoalVest Advisory LLC bought a new stake in Charles Schwab during the 4th quarter worth $28,000. Beacon Financial Strategies CORP bought a new stake in Charles Schwab during the 4th quarter worth $29,000. Finally, Optima Capital LLC bought a new stake in Charles Schwab during the 4th quarter worth $30,000. Institutional investors own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. UBS Group reduced their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $127.00 price objective on shares of Charles Schwab in a research report on Friday, April 17th. Morgan Stanley reduced their price objective on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Piper Sandler boosted their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Finally, Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average target price of $114.00.

Charles Schwab Trading Up 0.6%

Shares of NYSE SCHW traded up $0.56 during trading on Thursday, reaching $91.72. The company had a trading volume of 2,119,927 shares, compared to its average volume of 10,829,969. The company’s fifty day moving average price is $93.91 and its 200-day moving average price is $96.23. The Charles Schwab Corporation has a 12 month low of $80.98 and a 12 month high of $107.50. The stock has a market cap of $159.42 billion, a P/E ratio of 18.22, a PEG ratio of 0.72 and a beta of 0.90. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating 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 for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the previous year, the company posted $1.04 EPS. The business’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts expect that The Charles Schwab Corporation will post 5.98 earnings per share for the current year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be given 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 is Friday, May 8th. Charles Schwab’s payout ratio is 25.40%.

Trending Headlines about Charles Schwab

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Erste Group raised its forward earnings model for Schwab (boosting FY2026 and FY2027 EPS), which supports valuation and the case for higher future profitability. Erste Group estimate notes
• Positive Sentiment: Schwab has been a sizable share repurchaser (roughly $4.58B over 12 months through Sep?2025) and recently announced a quarterly dividend ($0.32), both supporting EPS per share and shareholder returns. Buyback / dividend note
• Positive Sentiment: Recent quarterly results showed an EPS beat and solid revenue growth; management guidance for FY2026 (5.70–5.80 EPS) and analyst estimates that are trending higher provide a fundamental underpinning. Earnings & guidance
• Neutral Sentiment: Industry noise: Robinhood’s Q1 crypto-driven earnings miss and the broader crypto slump are pressuring broker sentiment and could temporarily reduce retail trading volumes, but Schwab’s business is more diversified (advisory, custody, banking), muting direct impact. Robinhood earnings / crypto
• Neutral Sentiment: Brand and survey items (investor behavior, RIA custody pricing) highlight long?term client-acquisition opportunities and revenue diversity but are not immediate earnings drivers. Investor survey
• Negative Sentiment: Several brokerages have trimmed price targets recently (Argus, TD Cowen and others) even while maintaining Buy ratings — this narrows near?term upside expectations and can prompt profit-taking. Analyst target cuts
• Negative Sentiment: Insider selling: Director Frank C. Herringer sold 2,520 shares at ~ $90.60 (filed Apr. 28); while small relative to his holdings, such sales can be perceived negatively by short?term traders. Insider sale filing

Insider Transactions at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director directly owned 177,508 shares of the company’s stock, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 471,268 shares of company stock worth $48,114,169. 6.30% of the stock is currently owned by insiders.

Charles Schwab Company 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.