The Charles Schwab Corporation $SCHW Shares Acquired by Hanson & Doremus Investment Management

Hanson & Doremus Investment Management grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 5.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 126,584 shares of the financial services provider’s stock after purchasing an additional 6,999 shares during the period. Charles Schwab makes up about 1.4% of Hanson & Doremus Investment Management’s portfolio, making the stock its 15th biggest holding. Hanson & Doremus Investment Management’s holdings in Charles Schwab were worth $11,896,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Dogwood Wealth Management LLC raised its stake in Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares during the last quarter. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC purchased a new stake in shares of Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP acquired a new position in shares of Charles Schwab during the fourth quarter valued at about $29,000. Finally, Optima Capital LLC acquired a new position in shares of Charles Schwab during the fourth quarter valued at about $30,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of recent analyst reports. Argus set a $108.00 target price on shares of Charles Schwab in a research note on Monday, April 20th. TD Cowen upped their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday, May 15th. UBS Group decreased their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Raymond James Financial lifted their price objective 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. Finally, Piper Sandler boosted their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $116.00.

Insider Transactions at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 28th. The shares were 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 of the company’s stock, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the completion of the transaction, the insider owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 59,700 shares of company stock valued at $5,889,131 in the last 90 days. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Stock Performance

NYSE SCHW opened at $92.03 on Tuesday. The firm has a market capitalization of $160.05 billion, a P/E ratio of 18.26, a PEG ratio of 0.84 and a beta of 0.78. The stock has a 50-day simple moving average of $90.78 and a two-hundred day simple moving average of $95.30. 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 fifty-two week low of $83.96 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. The firm had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company’s revenue was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Charles Schwab reported record May core net new assets of $49.9 billion, up 43% from a year ago, with total client assets reaching $13.14 trillion. That signals continued client inflows and strong platform momentum. Charles Schwab (SCHW) Reports Record May Core Net New Assets
• Positive Sentiment: The company is partnering with Cboe to launch S&P 500-linked prediction market contracts or “yes/no” options, which could broaden retail trading activity and make Schwab’s platform more attractive to active traders. Schwab’s Prediction Market Push: What Investors Should Know
• Positive Sentiment: SCHW is also being highlighted in analyst coverage as a high-ROE, cash-rich stock as markets recover, reinforcing the view that it remains a quality financial name. 5 High ROE Stocks to Buy as Markets Recover After Fed-Induced Sell-Off
• Neutral Sentiment: Several articles repeat the same prediction-market story, suggesting the market is still digesting the potential impact rather than treating it as a confirmed earnings driver. Schwab plots S&P 500 prediction markets push with Cboe
• Neutral Sentiment: Recent commentary on SCHW’s valuation and interest-rate sensitivity suggests investors are still weighing whether the stock is fairly priced after its strong multi-year run. Charles Schwab (SCHW) Stock After Recent Performance And Interest Rate Sensitivity Headlines
• Negative Sentiment: One article notes SCHW has still been down year to date, reflecting lingering caution around rates and valuation despite the recent operational momentum. Charles Schwab (SCHW) Stock After Recent Performance And Interest Rate Sensitivity Headlines

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.