The Charles Schwab Corporation $SCHW Shares Sold by HughesLittle Investment Management Ltd.

HughesLittle Investment Management Ltd. reduced its position in The Charles Schwab Corporation (NYSE:SCHW) by 0.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 752,062 shares of the financial services provider’s stock after selling 6,969 shares during the period. Charles Schwab accounts for about 12.4% of HughesLittle Investment Management Ltd.’s portfolio, making the stock its 2nd biggest position. HughesLittle Investment Management Ltd.’s holdings in Charles Schwab were worth $75,139,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also made changes to their positions in the business. Dogwood Wealth Management LLC boosted its position in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank purchased a new position in Charles Schwab during the 4th quarter worth $26,000. GoalVest Advisory LLC acquired a new position in Charles Schwab during the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP acquired a new position in Charles Schwab during the 4th quarter valued at about $29,000. Finally, Optima Capital LLC purchased a new stake in Charles Schwab in the fourth quarter valued at about $30,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on SCHW shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a report on Friday. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective for the company. Jefferies Financial Group lowered their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. Argus set a $108.00 target price on shares of Charles Schwab in a research report on Monday, April 20th. Finally, Raymond James Financial upped their price target on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $114.24.

More Charles Schwab News

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

Charles Schwab Stock Up 1.6%

Charles Schwab stock opened at $90.87 on Friday. The business’s 50-day simple moving average is $93.01 and its two-hundred day simple moving average is $95.96. 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 cap of $158.04 billion, a PE ratio of 18.03, a PEG ratio of 0.71 and a beta of 0.80. The Charles Schwab Corporation has a fifty-two week low of $85.76 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last released 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 during 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 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 anticipate that The Charles Schwab Corporation will post 6.01 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders 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 yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab’s payout ratio is presently 25.40%.

Insider Buying and Selling at Charles Schwab

In related news, 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 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at approximately $2,986,600. The trade was 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. In the last 90 days, insiders have sold 126,924 shares of company stock valued at $12,268,634. 6.30% of the stock is currently owned by insiders.

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.