Dana Investment Advisors Inc. Raises Stock Position in The Charles Schwab Corporation $SCHW

Dana Investment Advisors Inc. lifted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 190.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 60,131 shares of the financial services provider’s stock after acquiring an additional 39,439 shares during the quarter. Dana Investment Advisors Inc.’s holdings in Charles Schwab were worth $6,008,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SCHW. Souders Financial Advisors increased its holdings in Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after buying an additional 98 shares during the period. Lantz Financial LLC increased its holdings in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after buying an additional 99 shares during the period. Roberts Wealth Advisors LLC boosted its stake in Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after acquiring an additional 105 shares in the last quarter. JFS Wealth Advisors LLC boosted its stake in Charles Schwab by 0.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after acquiring an additional 107 shares in the last quarter. Finally, FSM Wealth Advisors LLC boosted its stake in Charles Schwab by 4.1% in the fourth quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock valued at $269,000 after acquiring an additional 107 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on SCHW shares. TD Cowen raised their target price on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday. Raymond James Financial raised their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday. Piper Sandler raised their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday. JPMorgan Chase & Co. raised their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Finally, Truist Financial lowered their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $114.24.

Charles Schwab News Roundup

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

• Positive Sentiment: Barclays lifted its price target on Charles Schwab (SCHW) to $127 from $117 and reiterated an Overweight rating after the company’s fiscal 2026 revenue and expense guidance topped expectations. Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations
• Positive Sentiment: Schwab raised its 2026 outlook and said it expects mid-teen EPS growth over time, supported by client growth, platform monetization, and balance-sheet flexibility. SCHW Ups 2026 Outlook, Targets Mid-Teen EPS Growth Through the Cycle
• Positive Sentiment: The company highlighted strong operating trends, including record daily average trades and record client margin loan balances in April, reinforcing the view that retail activity remains healthy. Charles Schwab daily average trades, client margin loan balances reach records in April
• Positive Sentiment: Schwab also unveiled AI initiatives and a crypto rollout aimed at broadening engagement and improving efficiency, which could support longer-term growth and margins. Schwab Crypto Launch Tests Client Engagement And Revenue Mix For Charles Schwab

Insider Activity at Charles Schwab

In other 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 directly owned 57,972 shares in the company, valued at approximately $5,739,228. The trade was a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction 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 transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 126,924 shares of company stock valued at $12,268,634. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Trading Up 1.6%

NYSE:SCHW opened at $90.87 on Friday. The Charles Schwab Corporation has a 12 month low of $85.76 and a 12 month high of $107.50. The firm has a fifty day simple moving average of $93.01 and a 200-day simple moving average of $95.96. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The company has a market capitalization of $158.04 billion, a P/E ratio of 18.03, a PEG ratio of 0.71 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 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 during the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the previous year, the firm 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. On average, equities research analysts anticipate that The Charles Schwab Corporation will post 6.01 earnings per share for the current year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be paid 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 is Friday, May 8th. Charles Schwab’s payout ratio is presently 25.40%.

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.