The Charles Schwab Corporation $SCHW Position Reduced by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 190,462 shares of the financial services provider’s stock after selling 6,041 shares during the period. Mutual of America Capital Management LLC’s holdings in Charles Schwab were worth $19,029,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. AXQ Capital LP increased its holdings in shares of Charles Schwab by 94.9% in the 4th quarter. AXQ Capital LP now owns 13,163 shares of the financial services provider’s stock valued at $1,315,000 after purchasing an additional 6,411 shares during the period. Fielder Capital Group LLC increased its holdings in shares of Charles Schwab by 9.4% in the 4th quarter. Fielder Capital Group LLC now owns 4,643 shares of the financial services provider’s stock valued at $464,000 after purchasing an additional 400 shares during the period. Root Financial Partners LLC increased its holdings in shares of Charles Schwab by 23.4% in the 4th quarter. Root Financial Partners LLC now owns 3,492 shares of the financial services provider’s stock valued at $349,000 after purchasing an additional 663 shares during the period. Old Peak Finance LLC acquired a new position in shares of Charles Schwab in the 4th quarter valued at about $927,000. Finally, Colton Groome Financial Advisors LLC increased its holdings in shares of Charles Schwab by 10.0% in the 4th quarter. Colton Groome Financial Advisors LLC now owns 10,975 shares of the financial services provider’s stock valued at $1,097,000 after purchasing an additional 1,000 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction that occurred 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 in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at 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 stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total value of $778,316.00. Following the transaction, the insider owned 29,866 shares in the company, valued at approximately $2,926,868. This trade represents a 21.01% 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 a total of 59,700 shares of company stock worth $5,889,131 over the last 90 days. Insiders own 6.30% of the company’s stock.

Charles Schwab Trading Up 1.5%

Shares of SCHW stock opened at $88.64 on Tuesday. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 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 business’s 50 day moving average is $92.05 and its two-hundred day moving average is $95.56. The company has a market cap of $154.15 billion, a PE ratio of 17.59, a price-to-earnings-growth ratio of 0.82 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter last year, the company posted $1.04 earnings per share. The company’s revenue for the quarter 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. Equities analysts predict that The Charles Schwab Corporation will post 6.12 EPS for the current 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 dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of research reports. 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. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. Raymond James Financial increased their price objective on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective on the stock. Finally, Piper Sandler increased their price objective on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a report on Friday, May 15th. One investment 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 company. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average price target of $114.30.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Recent coverage suggests Charles Schwab may still offer value after its pullback, with the article focusing on valuation metrics and questioning whether the selloff has created an attractive entry point for investors. Is It Time To Revisit Charles Schwab (SCHW) After This Year’s Share Price Pullback?
• Positive Sentiment: Market commentary says Charles Schwab has lagged peers over the past year, but analysts remain moderately bullish, which can support investor confidence despite the stock’s weaker relative performance. How Is Charles Schwab’s Stock Performance Compared to Other Financial Stocks?
• Neutral Sentiment: A Schwab Center article warning Americans about estate-planning pitfalls appears to be educational content rather than a direct business or earnings catalyst, so it is unlikely to move the stock by itself. Charles Schwab warns Americans on major estate planning problem

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.