FMB Wealth Management Buys Shares of 6,609 The Charles Schwab Corporation $SCHW

FMB Wealth Management bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, Holdings Channel reports. The institutional investor bought 6,609 shares of the financial services provider’s stock, valued at approximately $660,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Ledyard National Bank grew its stake in Charles Schwab by 15.0% in the fourth quarter. Ledyard National Bank now owns 6,228 shares of the financial services provider’s stock valued at $622,000 after purchasing an additional 812 shares in the last quarter. Oak Thistle LLC grew its stake in Charles Schwab by 33.6% in the fourth quarter. Oak Thistle LLC now owns 20,474 shares of the financial services provider’s stock valued at $2,046,000 after purchasing an additional 5,149 shares in the last quarter. Perfromance Wealth Partners LLC purchased a new position in Charles Schwab in the fourth quarter valued at about $778,000. Finer Wealth Management Inc. grew its stake in Charles Schwab by 2.2% in the fourth quarter. Finer Wealth Management Inc. now owns 32,702 shares of the financial services provider’s stock valued at $3,267,000 after purchasing an additional 698 shares in the last quarter. Finally, Mayfair Advisory Group LLC purchased a new position in Charles Schwab in the fourth quarter valued at about $227,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: New analyst coverage and upgrades: Keefe, Bruyette & Woods started coverage with an “outperform” and $110 target, and an analyst initiation was cited as the reason for a near-4% intraday bump. These actions increase buy-side visibility and signal conviction in Schwab’s growth cadence. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Positive Sentiment: Product expansion: Schwab announced a phased rollout of direct spot Bitcoin and Ethereum trading for brokerage clients — a strategic revenue and engagement lever that could attract new/younger clients and increase trading flows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Price-target adjustments but continued positive ratings: UBS trimmed its PT to $119 (still a “buy”) and Barclays trimmed to $117 (still “overweight”) — both imply meaningful upside despite the cuts, so they temper but don’t reverse the buy-side narrative. Benzinga
• Neutral Sentiment: Mixed analyst views: Truist has reiterated a $122 target highlighting revenue drivers, while Erste slightly trimmed FY2027 EPS estimates — small forecast tweaks that are unlikely to materially change the long-term thesis. Here’s What Truist Thinks About Charles Schwab
• Negative Sentiment: Legal/operational headwinds: A FINRA arbitrator awarded consumer damages related to Electronic Funds Transfer Act violations — a near-term reputational and potential cost risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Strategic/real-estate pullback: Coverage notes Schwab is exiting a downtown Portland office, which highlights isolated operational adjustments and potential one-time costs or local PR issues. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag
• Negative Sentiment: Bearish research: Jefferies published a pessimistic forecast for SCHW, adding downside risk if their macro/asset-growth concerns materialize. Jefferies Financial Group Issues Pessimistic Forecast for Charles Schwab

Charles Schwab Price Performance

NYSE SCHW opened at $96.72 on Thursday. The Charles Schwab Corporation has a twelve month low of $67.60 and a twelve month high of $107.50. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The stock has a market capitalization of $168.11 billion, a PE ratio of 20.76, a P/E/G ratio of 0.78 and a beta of 0.90. The stock has a 50-day simple moving average of $95.92 and a 200 day simple moving average of $96.30.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the firm earned $1.01 EPS. The firm’s revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is presently 27.47%.

Analysts Set New Price Targets

A number of brokerages have weighed in on SCHW. Keefe, Bruyette & Woods began coverage on Charles Schwab in a research report on Wednesday. They issued an “outperform” rating and a $110.00 price target for the company. TD Cowen boosted their price target on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Truist Financial reduced their price target 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. Bank of America boosted their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Finally, Wolfe Research set a $120.00 price target on Charles Schwab in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab presently has an average rating of “Moderate Buy” and an average price target of $115.15.

Insider Buying and Selling at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 162,462 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the completion of the transaction, the chairman owned 529,346 shares of the company’s stock, valued at approximately $54,999,049.40. The trade was a 23.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at $994,859.40. This represents a 72.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 413,568 shares of company stock worth $42,435,038 in the last ninety days. 6.30% of the stock is owned by insiders.

About Charles Schwab

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.