LPL Financial LLC Buys 68,435 Shares of The Charles Schwab Corporation $SCHW

LPL Financial LLC lifted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 4.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,781,147 shares of the financial services provider’s stock after buying an additional 68,435 shares during the period. LPL Financial LLC’s holdings in Charles Schwab were worth $177,954,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Dogwood Wealth Management LLC lifted its stake in Charles Schwab by 99.2% during the fourth 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 during the period. Piscataqua Savings Bank bought a new position in Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC bought a new position in Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP bought a new position in Charles Schwab during the fourth quarter worth about $29,000. Finally, Optima Capital LLC bought a new position in Charles Schwab during the fourth quarter worth about $30,000. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Performance

NYSE SCHW opened at $88.70 on Wednesday. The firm has a market cap of $154.26 billion, a price-to-earnings ratio of 17.60, a PEG ratio of 0.83 and a beta of 0.77. The company has a 50 day moving average of $91.25 and a 200-day moving average of $95.31. 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 Charles Schwab Corporation has a 1-year low of $83.96 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 for the quarter, topping the consensus estimate of $1.39 by $0.04. The company had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company’s revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the business posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders 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 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of analyst reports. Piper Sandler raised their price target on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Morgan Stanley cut their price target on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, April 17th. JPMorgan Chase & Co. raised their price target on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $128.00 price target on shares of Charles Schwab 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, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab’s Trading Activity Index rebounded in May, suggesting retail clients became more active after a softer April. That supports the idea of stronger engagement and potentially better trading-related revenue for Charles Schwab. Schwab Trading Activity Index™: STAX Score Rebounds in May
• Positive Sentiment: Analysts highlighted Charles Schwab as a beneficiary of industry tailwinds, including efficiency efforts, solid trading performance, and momentum in underwriting and advisory businesses, which can support earnings expectations. Buy These 3 Investment Bank Stocks From a Promising Industry
• Positive Sentiment: Multiple reports pointed to upside potential in SCHW shares, with Wall Street consensus implying meaningful room for appreciation if earnings revisions continue to improve. Does Charles Schwab (SCHW) Have the Potential to Rally 29.39% as Wall Street Analysts Expect?
• Positive Sentiment: Comments from Schwab executives about a pickup in retail options trading and lower volatility in crypto markets reinforce the broader theme of active investor participation, which could benefit Schwab’s brokerage business. CZ says bitcoin won’t be ‘dead for long’ as Charles Schwab exec sees lower volatility this cycle
• Neutral Sentiment: Schwab executives also appeared in media interviews discussing market conditions, AI-related investing trends, and retail options activity. These comments mainly reinforce Schwab’s market presence rather than signal a direct business catalyst. Seeing a pickup in options trading among retail investors, says Charles Schwab’s Joe Mazzola
• Negative Sentiment: The stock is still trading below its 50-day and 200-day moving averages, which suggests the rebound remains technically fragile even after recent positive headlines.

Insider Transactions at Charles Schwab

In other news, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction that occurred 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 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. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 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 that occurred on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. The trade was a 41.60% decrease in their position. 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. Over the last 90 days, insiders sold 59,700 shares of company stock valued at $5,889,131. Corporate insiders own 6.30% of the company’s stock.

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.