Global Retirement Partners LLC Has $3.75 Million Holdings in The Charles Schwab Corporation $SCHW

Global Retirement Partners LLC lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 21.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 37,531 shares of the financial services provider’s stock after purchasing an additional 6,714 shares during the quarter. Global Retirement Partners LLC’s holdings in Charles Schwab were worth $3,750,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Primecap Management Co. CA lifted its position in shares of Charles Schwab by 11.4% during the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock worth $2,024,841,000 after buying an additional 2,174,381 shares during the period. Mondrian Investment Partners LTD acquired a new stake in Charles Schwab in the 3rd quarter valued at $169,104,000. First Trust Advisors LP boosted its stake in Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after buying an additional 1,644,503 shares in the last quarter. Danske Bank A S acquired a new stake in Charles Schwab in the 3rd quarter valued at $142,594,000. Finally, Amundi boosted its stake in Charles Schwab by 21.6% in the 3rd quarter. Amundi now owns 6,982,838 shares of the financial services provider’s stock valued at $656,387,000 after buying an additional 1,238,813 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Down 0.2%

Shares of NYSE:SCHW opened at $90.26 on Friday. The Charles Schwab Corporation has a 12 month low of $85.76 and a 12 month high of $107.50. The company’s 50-day moving average price is $92.69 and its two-hundred day moving average price is $95.84. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm has a market cap of $156.97 billion, a P/E ratio of 17.91, a P/E/G ratio of 0.63 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data 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. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the prior year, the firm earned $1.04 EPS. The company’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts forecast that The Charles Schwab Corporation will post 6.11 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued 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 yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Insider Activity at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction on Tuesday, April 28th. The stock was 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Dennis Howard sold 10,108 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the transaction, the insider directly owned 10,470 shares in the company, valued at $990,462. This trade represents a 49.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 126,924 shares of company stock worth $12,268,634 in the last quarter. Insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the topic of several recent analyst reports. Piper Sandler boosted their price target on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, May 15th. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Morgan Stanley decreased their price target on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, April 17th. Finally, TD Cowen boosted their price target on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus target price of $114.30.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Wall Street analysts are highlighting a consensus price target that implies about 27.6% upside for Schwab, with recent estimate revisions and a higher target from Piper Sandler to $105 citing revenue upside from improving net interest margin (NIM). Wall Street Analysts Predict a 27.59% Upside in Charles Schwab (SCHW): Here’s What You Should Know
• Positive Sentiment: Schwab said it raised $2.2 billion through senior notes, giving the company additional funding flexibility and reinforcing capital-market access. Charles Schwab Raises $2.2 Billion Through Senior Notes
• Positive Sentiment: Charles Schwab was recognized by U.S. News & World Report as the Best Investing Platform Overall for the fourth straight year, with additional awards for trading categories. That supports the company’s brand and competitive positioning. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
• Neutral Sentiment: Some media coverage focused on Schwab’s economist commentary and a market benchmark article, but these items appear more informational than stock-moving. The US is in a ‘vibepression,’ but markets and the economy will keep rallying, Schwab economist says
• Negative Sentiment: Separate commentary noted that Schwab clients are turning more bearish on stocks amid broader economic gloom, which could signal softer retail sentiment if it persists. Schwab clients turn bearish on stocks as broader economic gloom persists despite good news

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.