Mondrian Investment Partners LTD Sells 25,854 Shares of The Charles Schwab Corporation $SCHW

Mondrian Investment Partners LTD decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,745,422 shares of the financial services provider’s stock after selling 25,854 shares during the period. Charles Schwab makes up approximately 2.8% of Mondrian Investment Partners LTD’s portfolio, making the stock its 10th largest position. Mondrian Investment Partners LTD’s holdings in Charles Schwab were worth $174,385,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the business. Souders Financial Advisors increased its stake in shares of Charles Schwab by 2.3% during the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after purchasing an additional 98 shares during the last quarter. Lantz Financial LLC increased its stake in shares of Charles Schwab by 3.1% during 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 increased its stake in shares of Charles Schwab by 0.5% during 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. JFS Wealth Advisors LLC increased its stake in shares of Charles Schwab by 0.4% during 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 during the last quarter. Finally, FSM Wealth Advisors LLC increased its stake in shares of Charles Schwab by 4.1% during the 4th quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock worth $269,000 after purchasing an additional 107 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Price Performance

NYSE SCHW opened at $90.26 on Friday. 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 fifty day simple moving average of $92.69 and a 200 day simple moving average of $95.84. The company 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. The Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. Charles Schwab’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts predict that The Charles Schwab Corporation will post 6.12 EPS for the current year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a $0.32 dividend. 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 25.40%.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 10,108 shares of the 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 completion of the sale, the insider directly owned 10,470 shares of the company’s stock, valued at $990,462. This represents a 49.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Paul V. Woolway sold 7,941 shares of the 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 of the company’s stock, valued at approximately $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 126,924 shares of company stock valued at $12,268,634 in the last quarter. Company insiders own 6.30% of the company’s stock.

Charles Schwab News Summary

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

Wall Street Analyst Weigh In

SCHW has been the topic of several analyst reports. Barclays increased their price target on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Argus set a $108.00 price objective on shares of Charles Schwab in a report on Monday, April 20th. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Finally, TD Cowen upped their price objective on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a report on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned 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 a consensus price target of $114.30.

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.