Vise Technologies Inc. Buys 9,940 Shares of The Charles Schwab Corporation $SCHW

Vise Technologies Inc. grew its stake in The Charles Schwab Corporation (NYSE:SCHW) by 47.0% in the fourth quarter, HoldingsChannel reports. The fund owned 31,083 shares of the financial services provider’s stock after acquiring an additional 9,940 shares during the period. Vise Technologies Inc.’s holdings in Charles Schwab were worth $3,105,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Dogwood Wealth Management LLC raised its stake in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 123 shares during the last quarter. Piscataqua Savings Bank bought a new position in shares of Charles Schwab in the fourth quarter worth about $26,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab in the fourth quarter worth about $28,000. Beacon Financial Strategies CORP bought a new position in shares of Charles Schwab in the fourth quarter worth about $29,000. Finally, Optima Capital LLC bought a new stake in shares of Charles Schwab during the fourth quarter worth approximately $30,000. 84.38% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction that occurred on 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 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,942 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total transaction of $778,316.00. Following the completion of the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,926,868. This trade represents a 21.01% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 59,700 shares of company stock worth $5,889,131 over the last quarter. 6.30% of the stock is currently owned by company insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab unveiled 24/7 cryptocurrency futures trading on thinkorswim, a move that could attract more active traders, increase platform usage, and support trading revenue. Charles Schwab Launches 24/7 Bitcoin Futures Trading on thinkorswim
• Positive Sentiment: The company was highlighted as a high-ROE “cash cow” in a market screen, reinforcing Schwab’s profitability and financial strength during a volatile macro backdrop. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
• Neutral Sentiment: Schwab was included in a value-stock comparison with Interactive Brokers, which may keep attention on its valuation but does not by itself change fundamentals. SCHW or IBKR: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Articles about Robinhood, Webull, and Fidelity benefiting from SpaceX IPO access and FINRA’s removal of the PDT rule are more directly tied to rivals, but they underscore a more active retail trading environment that could also support Schwab’s brokerage business. SpaceX IPO Access Could Fuel Robinhood’s Next Growth Phase
• Negative Sentiment: No major negative company-specific catalyst was reported, but Schwab’s name was part of a competitive brokerage backdrop that may limit enthusiasm if rivals capture more of the headline-driven trading activity. HOOD, Webull & Other Brokerages Gain as FINRA Eliminates PDT Rule

Analyst Ratings Changes

A number of research firms recently weighed in on SCHW. TD Cowen boosted their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. UBS Group dropped their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Morgan Stanley dropped their price target on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, April 17th. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target for the company. Finally, Barclays boosted their price target on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Charles Schwab Stock Up 1.0%

Charles Schwab stock opened at $88.88 on Friday. The stock has a market capitalization of $154.57 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 0.84 and a beta of 0.77. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The company has a 50 day moving average of $91.46 and a 200-day moving average of $95.34.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.04. The company 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%. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. 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, equities research analysts anticipate that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

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