National Pension Service Increases Position in The Charles Schwab Corporation $SCHW

National Pension Service raised its position in The Charles Schwab Corporation (NYSE:SCHW) by 4.1% during the fourth quarter, HoldingsChannel reports. The firm owned 4,059,646 shares of the financial services provider’s stock after buying an additional 159,453 shares during the quarter. National Pension Service’s holdings in Charles Schwab were worth $405,599,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SCHW. Brighton Jones LLC increased its position in shares of Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of 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 valued at $415,000 after buying an additional 809 shares in the last quarter. United Bank boosted its holdings in shares of Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after buying an additional 1,070 shares in the last quarter. Nebula Research & Development LLC acquired a new position in shares of Charles Schwab in the 2nd quarter valued at $552,000. Finally, Main Street Financial Solutions LLC boosted its holdings in shares of 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 valued at $623,000 after buying an additional 305 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. JPMorgan Chase & Co. upped their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a report on Friday, April 17th. UBS Group lowered their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Truist Financial lowered their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Piper Sandler upped their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, May 15th. Finally, Jefferies Financial Group lowered their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $114.30.

Charles Schwab Stock Down 0.3%

Shares of NYSE:SCHW opened at $85.35 on Friday. The stock has a market cap of $148.44 billion, a P/E ratio of 16.94, a P/E/G ratio of 0.58 and a beta of 0.80. The firm has a fifty day moving average price of $92.27 and a 200 day moving average price of $95.67. 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 $83.96 and a 1-year high of $107.50.

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

Charles Schwab Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were paid a dividend of $0.32 per share. The ex-dividend date was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.5%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the transaction, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. This represents a 21.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the transaction, the insider owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. The trade was a 41.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 99,021 shares of company stock worth $9,617,291 in the last quarter. 6.30% of the stock is currently owned by company insiders.

Trending Headlines about Charles Schwab

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

• Negative Sentiment: Schwab’s recent $1.0 billion and $1.25 billion senior notes offerings, combined with co-chairman Charles R. Schwab’s share sale and a steady stream of insider selling, may be pressuring the stock as investors reassess balance-sheet and sentiment risks. Article Title
• Positive Sentiment: Schwab continues to expand its wealth management reach, with advisor-service head Jon Beatty saying the firm’s growing Schwab Wealth Advisory footprint is not likely to conflict with RIAs, which supports the long-term growth narrative. Article Title
• Positive Sentiment: Schwab Foundation launched new Moneywise Momentum Grants as part of a $20 million financial-education commitment, reinforcing the company’s brand and customer-engagement efforts. Article Title
• Neutral Sentiment: Liz Ann Sonders warned against treating the market like a “casino,” a commentary that reflects Schwab’s market perspective but does not appear to be a direct business catalyst. Article Title
• Neutral Sentiment: Multiple Charles Schwab Challenge golf stories are creating brand visibility, but they are unlikely to materially move SCHW shares. Article Title

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.