Integrity Alliance LLC. Purchases 9,949 Shares of The Charles Schwab Corporation $SCHW

Integrity Alliance LLC. boosted its position in The Charles Schwab Corporation (NYSE:SCHW) by 199.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,941 shares of the financial services provider’s stock after purchasing an additional 9,949 shares during the quarter. Integrity Alliance LLC.’s holdings in Charles Schwab were worth $1,493,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. AlphaQuest LLC boosted its stake in Charles Schwab by 269.8% in the 4th quarter. AlphaQuest LLC now owns 30,862 shares of the financial services provider’s stock valued at $3,083,000 after purchasing an additional 22,516 shares during the period. Cary Street Partners Investment Advisory LLC boosted its stake in Charles Schwab by 16.1% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 4,906 shares of the financial services provider’s stock valued at $490,000 after purchasing an additional 682 shares during the period. Smithfield Trust Co boosted its stake in Charles Schwab by 28.2% in the 4th quarter. Smithfield Trust Co now owns 3,486 shares of the financial services provider’s stock valued at $349,000 after purchasing an additional 767 shares during the period. Bleakley Financial Group LLC boosted its stake in Charles Schwab by 19.7% in the 4th quarter. Bleakley Financial Group LLC now owns 34,607 shares of the financial services provider’s stock valued at $3,458,000 after purchasing an additional 5,695 shares during the period. Finally, Kestra Investment Management LLC increased its stake in Charles Schwab by 10.1% during the 4th quarter. Kestra Investment Management LLC now owns 30,473 shares of the financial services provider’s stock worth $3,045,000 after acquiring an additional 2,804 shares during the period. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab Stock Performance

NYSE:SCHW opened at $85.35 on Friday. The stock has a fifty day moving average price of $92.27 and a 200-day moving average price of $95.67. The company has a market cap of $148.44 billion, a price-to-earnings ratio of 16.94, a PEG ratio of 0.58 and a beta of 0.80. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last released its earnings results 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 firm had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the prior year, the company posted $1.04 EPS. The company’s revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts anticipate that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors 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%.

Insiders Place Their Bets

In related news, insider Dennis Howard sold 10,108 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total transaction of $956,216.80. Following the completion of the sale, the insider directly owned 10,470 shares in the company, valued at $990,462. This represents a 49.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the sale, the insider owned 29,866 shares of the company’s stock, valued at approximately $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 99,021 shares of company stock valued at $9,617,291 in the last quarter. Corporate insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on SCHW shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a research note on Friday, May 15th. Raymond James Financial upped their target price on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. TD Cowen upped their target price on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Truist Financial cut their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Finally, Argus set a $108.00 target price on Charles Schwab in a research report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $114.30.

Key Headlines Impacting 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

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.