Arwa LLC acquired a new position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) in the 4th quarter, HoldingsChannel reports. The firm acquired 7,081 shares of the financial services provider’s stock, valued at approximately $707,000.
Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after buying an additional 809 shares during the period. United Bank raised its stake in shares of Charles Schwab by 7.1% during the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after buying an additional 1,070 shares during the last quarter. Nebula Research & Development LLC bought a new stake in shares of Charles Schwab during the 2nd quarter valued at $552,000. Finally, Main Street Financial Solutions LLC raised its position in shares of Charles Schwab by 4.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock valued at $623,000 after acquiring an additional 305 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets
SCHW has been the topic of several recent research reports. TD Cowen raised their price target on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Jefferies Financial Group decreased their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. Barclays increased their target price on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Truist Financial dropped their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $116.00.
Charles Schwab Stock Down 0.0%
SCHW opened at $91.69 on Friday. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. 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 company has a market capitalization of $159.46 billion, a P/E ratio of 18.19, a P/E/G ratio of 0.84 and a beta of 0.77. The stock has a fifty day moving average of $90.88 and a 200-day moving average of $95.29.
Charles Schwab (NYSE:SCHW – Get Free Report) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating 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 the consensus estimate of $6.39 billion. During the same period in the prior year, the company posted $1.04 earnings per share. Charles Schwab’s revenue 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. On average, equities analysts expect that The Charles Schwab Corporation will post 6.14 EPS for the current year.
Charles Schwab Dividend Announcement
The company 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 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is presently 25.40%.
Trending Headlines about Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Charles Schwab is reportedly preparing to launch yes-or-no contracts tied to whether the S&P 500 closes above or below a target level, in partnership with Cboe Global Markets. Investors may view this as a new revenue opportunity and a sign Schwab is moving into a fast-growing trading niche. Article Title
- Positive Sentiment: The prediction-markets push suggests Schwab is trying to attract more active traders and diversify beyond traditional brokerage services, which could support future client engagement and trading volume. Article Title
- Neutral Sentiment: Several reports repeated the same Wall Street Journal story about Schwab’s planned entry into prediction markets, reinforcing the market’s focus on the potential rollout but adding little new detail. Article Title
- Neutral Sentiment: Schwab also released its 2026 Mid-Year Market Outlook, but this appears to be a routine research update with limited direct impact on the stock. Article Title
- Negative Sentiment: Separate reports said Schwab tightened margin requirements and warned of possible margin calls tied to tax-bet activity, which could signal more caution around certain client strategies and raise concerns about trading risk management. Article Title
Insider Buying and Selling at Charles Schwab
In other news, insider Paul V. Woolway sold 7,942 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total value of $778,316.00. Following the completion of the transaction, the insider directly owned 29,866 shares in the company, valued at approximately $2,926,868. The trade was a 21.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the sale, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 59,700 shares of company stock valued at $5,889,131 in the last ninety days. 6.30% of the stock is currently owned by company insiders.
Charles Schwab Company 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.
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