Vestor Capital LLC Sells 13,966 Shares of The Charles Schwab Corporation $SCHW

Vestor Capital LLC lessened its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 91.4% during the first quarter, HoldingsChannel.com reports. The fund owned 1,309 shares of the financial services provider’s stock after selling 13,966 shares during the quarter. Vestor Capital LLC’s holdings in Charles Schwab were worth $123,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Dogwood Wealth Management LLC lifted its position in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares during the period. Optima Capital LLC purchased a new stake in Charles Schwab in the fourth quarter worth approximately $30,000. Scarborough Advisors LLC bought a new stake in Charles Schwab in the 1st quarter worth approximately $29,000. McIlrath & Eck LLC grew its position in Charles Schwab by 143.2% in the 4th quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 189 shares during the period. Finally, Main Street Group LTD bought a new stake in Charles Schwab in the 1st quarter worth approximately $33,000. 84.38% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, General Counsel Peter J. Morgan III sold 6,952 shares of the company’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $102.03, for a total value of $709,312.56. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Chairman Walter W. Bettinger sold 93,408 shares of Charles Schwab stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $104.64, for a total transaction of $9,774,213.12. Following the completion of the sale, the chairman owned 529,346 shares in the company, valued at approximately $55,390,765.44. This represents a 15.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 363,848 shares of company stock worth $37,874,706 in the last three months. 6.30% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on SCHW. Morgan Stanley increased their price target on Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a report on Monday. Jefferies Financial Group cut their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. Raymond James Financial reiterated an “outperform” rating and set a $145.00 price objective on shares of Charles Schwab in a research report on Wednesday, July 22nd. Zacks Research raised Charles Schwab from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 9th. Finally, TD Cowen raised their target price on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and an average target price of $119.94.

Key Charles Schwab News

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

• Positive Sentiment: Earnings and growth remain key catalysts: Schwab’s latest quarter produced EPS of $1.62 versus the $1.56 consensus, while revenue reached $7.07 billion, exceeding estimates of $6.90 billion and rising 20.9% year over year. The results support expectations for continued growth in brokerage, banking and wealth-management activity. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Buybacks and dividends support shareholder returns: Schwab reportedly plans to repurchase as much as $20 billion of stock, which could reduce the share count and boost future EPS. The company also confirmed a quarterly dividend of $0.32 per share, reinforcing the income appeal. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analyst outlook is favorable: Erste Group raised its FY2026 EPS estimate to $6.50 from $6.34, while multiple firms recently increased price targets. The consensus remains “Moderate Buy,” with an average target of $119.94, above recent trading levels.
• Neutral Sentiment: Strategic positioning has mixed implications: Schwab’s Austin-area office expansion may strengthen client service but is unlikely to materially affect near-term results. Its reported robo-adviser exit could lower costs and focus resources on core businesses, while potentially reducing appeal to younger digital investors. Schwab’s involvement in securities-tokenization initiatives also offers longer-term optionality, though the immediate financial impact is uncertain. Charles Schwab announces new Austin office
• Negative Sentiment: Large insider sales may temper enthusiasm: Chairman Walter Bettinger sold roughly $29.8 million of shares, while other executives sold millions more, including Dennis Howard’s $2.94 million transaction and Nigel Murtagh’s $3.43 million sale. The trades were made under pre-arranged Rule 10b5-1 plans, reducing their bearish significance, but the scale may encourage profit-taking after SCHW’s advance. Charles Schwab insider selling

Charles Schwab Trading Up 1.0%

NYSE:SCHW opened at $105.39 on Friday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market capitalization of $183.30 billion, a price-to-earnings ratio of 19.16, a price-to-earnings-growth ratio of 0.80 and a beta of 0.77. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $107.50. The business has a fifty day moving average price of $95.33 and a 200-day moving average price of $95.49.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. The company had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The firm’s revenue was up 20.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.14 EPS. Sell-side analysts forecast that The Charles Schwab Corporation will post 6.46 EPS for the current year.

Charles Schwab Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be issued a $0.32 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.28 annualized dividend and a yield of 1.2%. Charles Schwab’s dividend payout ratio is currently 23.27%.

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.