17,813 Shares in The Charles Schwab Corporation $SCHW Bought by Fideuram Asset Management Ireland dac

Fideuram Asset Management Ireland dac bought a new position in The Charles Schwab Corporation (NYSE:SCHW) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 17,813 shares of the financial services provider’s stock, valued at approximately $1,780,000.

Several other hedge funds also recently bought and sold shares of SCHW. Dogwood Wealth Management LLC boosted its holdings in Charles Schwab by 99.2% in 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 period. Piscataqua Savings Bank purchased a new stake in Charles Schwab in the 4th quarter worth $26,000. GoalVest Advisory LLC purchased a new stake in Charles Schwab in the 4th quarter worth $28,000. Beacon Financial Strategies CORP purchased a new stake in Charles Schwab in the 4th quarter worth $29,000. Finally, Optima Capital LLC purchased a new stake in Charles Schwab in the 4th quarter worth $30,000. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Up 2.3%

Shares of NYSE SCHW opened at $87.33 on Friday. The firm’s 50-day moving average price is $92.15 and its 200-day moving average price is $95.61. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The stock has a market capitalization of $151.88 billion, a price-to-earnings ratio of 17.33, a P/E/G ratio of 0.58 and a beta of 0.80. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its 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 firm had revenue of $6.48 billion for 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 revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the company earned $1.04 EPS. 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 firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is currently 25.40%.

Insider Buying and Selling at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction dated 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 sale, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% 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 Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total transaction of $794,100.00. Following the sale, the insider owned 29,866 shares in the company, valued at $2,986,600. This represents a 21.00% 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. Insiders have sold a total of 99,021 shares of company stock valued at $9,617,291 over the last quarter. 6.30% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

SCHW has been the topic of several research analyst reports. UBS Group decreased their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Piper Sandler boosted their price target on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Raymond James Financial boosted their price target on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Finally, Morgan Stanley decreased their price target on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, April 17th. One equities research 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 MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.30.

More Charles Schwab News

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

• Positive Sentiment: Schwab’s advisor-services leadership said the firm’s expanding wealth advice business is not expected to “bump into” RIAs, easing concerns that growth in Schwab Wealth Advisory could create channel conflict. Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs
• Positive Sentiment: Ongoing expansion of Schwab Wealth Advisory from 20 to 30 markets suggests continued investment in the company’s higher-touch wealth management franchise, which could support revenue growth. Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs
• Neutral Sentiment: Charles Schwab is receiving broad media exposure from the Charles Schwab Challenge, including leaderboard updates, TV coverage, and payout stories, but these items are primarily event coverage rather than direct business news. Charles Schwab Challenge leaderboard, updates, scores, tee times
• Neutral Sentiment: Weather-related suspension of the golf tournament may affect event timing, but it is unlikely to have a meaningful direct impact on SCHW’s fundamentals. First Round of Charles Schwab Challenge Suspended Due to Severe Weather Threat
• Neutral Sentiment: Liz Ann Sonders’ warning against treating the market like a “casino” underscores Schwab’s investing-first messaging, but it is more of a market commentary than a direct earnings catalyst. Charles Schwab’s Liz Ann Sonders warns against treating the market like a ‘casino’

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.