The Charles Schwab Corporation $SCHW Position Raised by Swedbank AB

Swedbank AB increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 788,216 shares of the financial services provider’s stock after purchasing an additional 26,400 shares during the period. Swedbank AB’s holdings in Charles Schwab were worth $78,751,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC raised its holdings in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new stake in Charles Schwab during the fourth quarter worth approximately $26,000. GoalVest Advisory LLC bought a new stake in Charles Schwab during the fourth quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new stake in Charles Schwab during the fourth quarter worth approximately $29,000. Finally, Optima Capital LLC bought a new stake in Charles Schwab during the fourth quarter worth approximately $30,000. Institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the transaction, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. The trade was a 41.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction that occurred 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 in the company, valued at approximately $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 126,924 shares of company stock worth $12,268,634 over the last three months. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

NYSE SCHW opened at $90.26 on Friday. The stock has a market capitalization of $156.97 billion, a P/E ratio of 17.91, a P/E/G ratio of 0.63 and a beta of 0.80. The Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50. The business’s fifty day moving average is $92.69 and its two-hundred day moving average is $95.84. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.04. The company had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm’s revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Analyst Ratings Changes

Several brokerages recently commented on SCHW. Argus set a $108.00 target price on Charles Schwab in a report on Monday, April 20th. Keefe, Bruyette & Woods began coverage on Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price on the stock. Raymond James Financial boosted their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Truist Financial dropped their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 target price on shares of Charles Schwab in a report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $114.30.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Wall Street analysts are highlighting a consensus price target that implies about 27.6% upside for Schwab, with recent estimate revisions and a higher target from Piper Sandler to $105 citing revenue upside from improving net interest margin (NIM). Wall Street Analysts Predict a 27.59% Upside in Charles Schwab (SCHW): Here’s What You Should Know
• Positive Sentiment: Schwab said it raised $2.2 billion through senior notes, giving the company additional funding flexibility and reinforcing capital-market access. Charles Schwab Raises $2.2 Billion Through Senior Notes
• Positive Sentiment: Charles Schwab was recognized by U.S. News & World Report as the Best Investing Platform Overall for the fourth straight year, with additional awards for trading categories. That supports the company’s brand and competitive positioning. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
• Neutral Sentiment: Some media coverage focused on Schwab’s economist commentary and a market benchmark article, but these items appear more informational than stock-moving. The US is in a ‘vibepression,’ but markets and the economy will keep rallying, Schwab economist says
• Negative Sentiment: Separate commentary noted that Schwab clients are turning more bearish on stocks amid broader economic gloom, which could signal softer retail sentiment if it persists. Schwab clients turn bearish on stocks as broader economic gloom persists despite good news

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.