The Charles Schwab Corporation $SCHW Shares Purchased by GHP Investment Advisors Inc.

GHP Investment Advisors Inc. boosted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 13.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 83,968 shares of the financial services provider’s stock after acquiring an additional 10,278 shares during the period. GHP Investment Advisors Inc.’s holdings in Charles Schwab were worth $7,891,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Brighton Jones LLC increased its position in shares of Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC boosted its position 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 purchasing an additional 809 shares during the period. United Bank grew its stake in Charles Schwab by 7.1% during the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after buying an additional 1,070 shares during the last quarter. Nebula Research & Development LLC purchased a new position in Charles Schwab during the 2nd quarter worth approximately $552,000. Finally, Main Street Financial Solutions LLC increased its position in Charles Schwab by 4.7% during the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after buying an additional 305 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

Shares of SCHW opened at $89.34 on Friday. The stock has a market capitalization of $155.37 billion, a P/E ratio of 17.73, a P/E/G ratio of 0.84 and a beta of 0.77. 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 1 year low of $83.96 and a 1 year high of $107.50. The company’s fifty day moving average is $90.46 and its two-hundred day moving average is $95.24.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping 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 revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the business earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts predict that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s payout ratio is currently 25.40%.

Insider Buying and Selling at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares in the company, valued at $5,739,228. The trade was 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 this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This represents a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 59,700 shares of company stock valued at $5,889,131. 6.30% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

SCHW has been the subject of a number of research reports. Barclays boosted their price objective on Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Charles Schwab in a report on Thursday, June 18th. Jefferies Financial Group reduced their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. UBS Group lowered their price objective on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $116.00.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Analysts now see roughly 25.9% upside in Charles Schwab, and the recent raise in earnings estimates suggests Wall Street’s outlook is improving. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Schwab is expanding into prediction markets with Cboe, a new product area that could broaden trading activity and open another revenue opportunity. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Positive Sentiment: Fresh analyst work after Schwab’s investor day nudged the company’s estimated fair value slightly higher, implying the market may still be underestimating the stock. Charles Schwab (SCHW) Stock Sees Modest Fair Value Lift After Investor Day Revisions

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.