Bluedoor Private Wealth LLC Buys Shares of 8,521 The Charles Schwab Corporation $SCHW

Bluedoor Private Wealth LLC bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 8,521 shares of the financial services provider’s stock, valued at approximately $851,000.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of Charles Schwab by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock valued at $14,471,840,000 after buying an additional 403,133 shares in the last quarter. State Street Corp lifted its stake in shares of Charles Schwab by 1.0% during the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after buying an additional 691,671 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Charles Schwab by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after buying an additional 98,242 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of Charles Schwab by 0.3% during the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after buying an additional 78,020 shares in the last quarter. Finally, Primecap Management Co. CA lifted its stake in shares of Charles Schwab by 9.7% during the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after buying an additional 2,066,884 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: May client assets rose to $13.14 trillion, while core net new assets jumped 43% and new brokerage accounts increased, signaling healthy demand and stronger asset inflows. Schwab Stock Gains 2.7% as Client Assets, NNA Surge in May
• Positive Sentiment: Another update noted core net new assets rose 49% year over year in May, reinforcing the view that Schwab’s growth engine is recovering. Charles Schwab’s core net new assets rise 49% Y/Y in May
• Positive Sentiment: Analyst commentary continues to frame SCHW as an attractive value stock, which may be helping sentiment around the shares. Here’s Why The Charles Schwab (SCHW) Is One of the Best Bargain Stocks to Buy in June
• Neutral Sentiment: Charles Schwab’s Liz Ann Sonders appeared in a CNBC interview, but the item is media coverage rather than a material company update. Watch CNBC’s full interview with Neuberger Berman’s Jeff Blazek and Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Reports that Schwab is expanding office space in Maitland, Florida point to ongoing investment in operations, but the stock impact is likely limited in the near term. Charles Schwab Keeps Gobbling Up Maitland Campus in Big Orlando Expansion Play
• Neutral Sentiment: Schwab is also preparing expansion plans in Maitland, which suggests continued growth investment but does not directly change earnings expectations right away. Charles Schwab preps expansion plans in Maitland
• Negative Sentiment: One valuation-focused article noted the stock’s recent momentum has cooled and that SCHW remains down year to date, which may temper some enthusiasm despite the recent bounce. Charles Schwab (SCHW) Stock Valuation Check After Recent Momentum Cooldown

Wall Street Analyst Weigh In

A number of analysts recently commented on SCHW shares. Argus set a $108.00 price target on shares of Charles Schwab in a research note on Monday, April 20th. Morgan Stanley dropped their price target on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, April 17th. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Finally, Raymond James Financial increased their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average price target of $116.00.

Insiders Place Their Bets

In other news, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total value of $794,100.00. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. This represents a 21.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 59,700 shares of company stock worth $5,889,131 in the last three months. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Stock Performance

NYSE SCHW opened at $90.94 on Tuesday. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50. 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 market capitalization of $158.16 billion, a PE ratio of 18.04, a P/E/G ratio of 0.86 and a beta of 0.78. The company’s 50 day simple moving average is $90.99 and its two-hundred day simple moving average is $95.29.

Charles Schwab (NYSE:SCHW) last posted its earnings results 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 net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the company posted $1.04 EPS. 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. Analysts predict that The Charles Schwab Corporation will post 6.13 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. 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.