Gambit Capital Management LLC Purchases Shares of 5,886 The Charles Schwab Corporation $SCHW

Gambit Capital Management LLC acquired a new position in The Charles Schwab Corporation (NYSE:SCHW) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 5,886 shares of the financial services provider’s stock, valued at approximately $588,000.

A number of other large investors have also recently bought and sold shares of the company. Dogwood Wealth Management LLC raised its position in Charles Schwab by 99.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares during the last quarter. Piscataqua Savings Bank acquired a new position in Charles Schwab during the fourth quarter valued at $26,000. GoalVest Advisory LLC purchased a new stake in Charles Schwab in the fourth quarter valued at $28,000. Beacon Financial Strategies CORP acquired a new stake in Charles Schwab during the 4th quarter worth about $29,000. Finally, Optima Capital LLC acquired a new position in shares of Charles Schwab in the 4th quarter valued at about $30,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 15,884 shares of the business’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the transaction, the insider owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. This represents a 72.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 126,924 shares of company stock valued at $12,268,634. Company insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

NYSE SCHW opened at $92.30 on Tuesday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a 1-year low of $85.76 and a 1-year high of $107.50. The company has a market cap of $160.52 billion, a PE ratio of 18.31, a price-to-earnings-growth ratio of 0.71 and a beta of 0.80. The stock’s 50 day simple moving average is $92.95 and its 200-day simple moving average is $95.96.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter last year, the firm posted $1.04 EPS. The firm’s revenue for the quarter 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, equities research analysts anticipate that The Charles Schwab Corporation will post 6.01 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be issued a $0.32 dividend. The ex-dividend date is Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s dividend payout ratio is presently 25.40%.

Analysts Set New Price Targets

Several analysts recently commented on SCHW shares. Argus set a $108.00 target price on Charles Schwab in a report on Monday, April 20th. JPMorgan Chase & Co. boosted their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a research note on Friday. Finally, TD Cowen upped their target price on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday. 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 issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.24.

Charles Schwab News Roundup

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

• Positive Sentiment: Deutsche Bank raised its price target on Charles Schwab to $128 from $127 and kept a Buy rating after the company’s investor day, reinforcing a constructive view on the firm’s outlook. Deutsche Bank Raises PT on The Charles Schwab Corporation (SCHW), Here’s Why
• Positive Sentiment: Schwab said it plans to use AI to bring personalized, high-net-worth-style financial insights to a broader customer base, a move that could improve engagement and support growth in advisory and platform services. Charles Schwab (SCHW) Plans AI Integration to Bring High-Net-Worth Insights to Mass Market
• Positive Sentiment: Jim Cramer said he thinks the market is “misjudging” Charles Schwab, adding to the bullish sentiment around the stock. Jim Cramer on Charles Schwab: “I Think the Market’s Misjudging This One”
• Positive Sentiment: Schwab’s investment strategist commentary that traders are positioning for higher bond yields may be seen as favorable for parts of its brokerage and cash-management business, helping explain investor interest in the name. Traders are positioning for continued increase in bond yields, says Charles Schwab’s Sonders
• Neutral Sentiment: Coverage on Schwab’s investor day and analyst slideshows keeps the stock in focus, but these pieces appear to be more recap than fresh catalyst. The Charles Schwab Corporation (SCHW) Analyst/Investor Day – Slideshow
• Neutral Sentiment: Broader articles about shifting portfolio preferences away from bonds and comparisons with other fintech/trading firms reference Schwab’s market position, but they do not directly change the company’s fundamentals. Robinhood, SoFi, and Webull Are Telling Very Different Stories (SCHW)

About Charles Schwab

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.