Capital International Investors Purchases 1,108,291 Shares of The Charles Schwab Corporation $SCHW

Capital International Investors lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 78.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,524,075 shares of the financial services provider’s stock after buying an additional 1,108,291 shares during the quarter. Capital International Investors’ holdings in Charles Schwab were worth $252,180,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Dogwood Wealth Management LLC boosted 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 worth $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank bought a new stake in Charles Schwab during the fourth quarter worth approximately $26,000. GoalVest Advisory LLC bought a new stake in Charles Schwab during the fourth quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new stake in Charles Schwab during the fourth quarter worth approximately $29,000. Finally, Optima Capital LLC bought a new stake in Charles Schwab during the fourth quarter worth approximately $30,000. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Charles Schwab’s Trading Activity Index rebounded in May, signaling increased retail trading engagement and potentially higher brokerage activity. Schwab Trading Activity Index™: STAX Score Rebounds in May
• Positive Sentiment: Several reports highlighted that Wall Street analysts see meaningful upside in SCHW, with consensus price targets implying about 29% potential gain, which may support investor sentiment. Does Charles Schwab (SCHW) Have the Potential to Rally 29.39% as Wall Street Analysts Expect?
• Positive Sentiment: Charles Schwab executives also sounded constructive on retail market activity, noting a pickup in options trading and broader investor participation, which can be viewed as favorable for trading-related revenue. Seeing a pickup in options trading among retail investors, says Charles Schwab’s Joe Mazzola
• Neutral Sentiment: Additional media appearances by Schwab strategists, including commentary on AI-driven market leadership and the broader equity backdrop, are more market commentary than company-specific catalysts. AI buildout is not just benefitting the megacap tech trade, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: One commentary piece warned investors that Schwab is not immune to spending and market-risk concerns, which may temper enthusiasm despite the positive activity data. Charles Schwab warns of honeymoon spending trap

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Barclays upped their price target on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Keefe, Bruyette & Woods assumed coverage on Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target for the company. JPMorgan Chase & Co. upped their price target on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Finally, UBS Group cut their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $116.00.

Insider Transactions at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction 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 sale, the insider owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of the 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 in the company, valued at $2,986,600. The trade was a 21.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 59,700 shares of company stock worth $5,889,131. Insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

Charles Schwab stock opened at $88.06 on Tuesday. 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 stock has a fifty day moving average price of $91.33 and a two-hundred day moving average price of $95.33. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The firm has a market capitalization of $153.15 billion, a P/E ratio of 17.47, a P/E/G ratio of 0.84 and a beta of 0.78.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. During the same period in the prior year, the company posted $1.04 earnings per share. The business’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. As a group, analysts anticipate that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is currently 25.40%.

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.