The Charles Schwab Corporation $SCHW Stock Holdings Boosted by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise grew its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 33.6% during the 1st quarter, Holdings Channel reports. The firm owned 24,114 shares of the financial services provider’s stock after purchasing an additional 6,067 shares during the period. Banque Cantonale Vaudoise’s holdings in Charles Schwab were worth $2,266,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of SCHW. Souders Financial Advisors lifted its holdings in Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after acquiring an additional 98 shares during the last quarter. Lantz Financial LLC grew its stake in shares of Charles Schwab by 3.1% in the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC grew its stake in shares of Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares during the last quarter. Essex Financial Services Inc. raised its holdings in shares of Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares in the last quarter. Finally, JFS Wealth Advisors LLC raised its holdings in shares of Charles Schwab by 0.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after purchasing an additional 107 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab 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 sale, the insider owned 57,972 shares of the company’s stock, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the transaction, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is owned by company insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Analysts now see roughly 25.9% upside in Charles Schwab, and the recent raise in earnings estimates suggests Wall Street’s outlook is improving. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Schwab is expanding into prediction markets with Cboe, a new product area that could broaden trading activity and open another revenue opportunity. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Positive Sentiment: Fresh analyst work after Schwab’s investor day nudged the company’s estimated fair value slightly higher, implying the market may still be underestimating the stock. Charles Schwab (SCHW) Stock Sees Modest Fair Value Lift After Investor Day Revisions

Charles Schwab Price Performance

SCHW opened at $89.34 on Friday. The stock has a fifty day moving average of $90.46 and a 200-day moving average of $95.24. The firm has a market capitalization of $155.37 billion, a P/E ratio of 17.73, a PEG ratio of 0.84 and a beta of 0.77. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. The business 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%.Charles Schwab’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts forecast that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Truist Financial reduced their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Argus set a $108.00 price target on Charles Schwab in a report on Monday, April 20th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a research report on Friday, May 15th. Jefferies Financial Group decreased their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, UBS Group reduced their target price 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 equities research 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, the company currently has an average rating of “Moderate Buy” and a consensus price target of $116.00.

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.