Venture Visionary Partners LLC Buys 9,836 Shares of The Charles Schwab Corporation $SCHW

Venture Visionary Partners LLC grew its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 105.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,129 shares of the financial services provider’s stock after purchasing an additional 9,836 shares during the period. Venture Visionary Partners LLC’s holdings in Charles Schwab were worth $1,911,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of SCHW. Perryman Financial Advisory Inc. AD bought a new stake in Charles Schwab during the fourth quarter worth about $1,674,000. MML Investors Services LLC boosted its stake in Charles Schwab by 2.4% during the fourth quarter. MML Investors Services LLC now owns 692,185 shares of the financial services provider’s stock worth $69,156,000 after acquiring an additional 15,978 shares in the last quarter. NFJ Investment Group LLC boosted its stake in Charles Schwab by 83.9% during the fourth quarter. NFJ Investment Group LLC now owns 874,355 shares of the financial services provider’s stock worth $87,357,000 after acquiring an additional 398,974 shares in the last quarter. Nicolet Advisory Services LLC boosted its stake in Charles Schwab by 7.4% during the fourth quarter. Nicolet Advisory Services LLC now owns 25,183 shares of the financial services provider’s stock worth $2,566,000 after acquiring an additional 1,738 shares in the last quarter. Finally, Focus Partners Wealth boosted its stake in Charles Schwab by 716.5% during the fourth quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock worth $209,948,000 after acquiring an additional 1,844,095 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on SCHW. Barclays boosted their price objective 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. Jefferies Financial Group decreased their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. UBS Group decreased their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Piper Sandler lifted their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a report on Friday, May 15th. Finally, Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $116.00.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction that occurred 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 sale, the director directly owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Paul V. Woolway sold 7,941 shares of the company’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 sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,986,600. This 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. Over the last ninety days, insiders sold 59,700 shares of company stock valued at $5,889,131. Insiders own 6.30% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: May client assets rose to $13.14 trillion, while core net new assets jumped 43% and new brokerage accounts increased, signaling healthy demand and stronger asset inflows. Schwab Stock Gains 2.7% as Client Assets, NNA Surge in May
• Positive Sentiment: Another update noted core net new assets rose 49% year over year in May, reinforcing the view that Schwab’s growth engine is recovering. Charles Schwab’s core net new assets rise 49% Y/Y in May
• Positive Sentiment: Analyst commentary continues to frame SCHW as an attractive value stock, which may be helping sentiment around the shares. Here’s Why The Charles Schwab (SCHW) Is One of the Best Bargain Stocks to Buy in June
• Neutral Sentiment: Charles Schwab’s Liz Ann Sonders appeared in a CNBC interview, but the item is media coverage rather than a material company update. Watch CNBC’s full interview with Neuberger Berman’s Jeff Blazek and Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Reports that Schwab is expanding office space in Maitland, Florida point to ongoing investment in operations, but the stock impact is likely limited in the near term. Charles Schwab Keeps Gobbling Up Maitland Campus in Big Orlando Expansion Play
• Neutral Sentiment: Schwab is also preparing expansion plans in Maitland, which suggests continued growth investment but does not directly change earnings expectations right away. Charles Schwab preps expansion plans in Maitland
• Negative Sentiment: One valuation-focused article noted the stock’s recent momentum has cooled and that SCHW remains down year to date, which may temper some enthusiasm despite the recent bounce. Charles Schwab (SCHW) Stock Valuation Check After Recent Momentum Cooldown

Charles Schwab Stock Down 0.2%

SCHW opened at $90.94 on Tuesday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The stock has a market capitalization of $158.16 billion, a price-to-earnings ratio of 18.04, a PEG ratio of 0.86 and a beta of 0.78. 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 50 day moving average price of $90.99 and a 200-day moving average price of $95.29.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating 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 business had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the company earned $1.04 earnings per share. The firm’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. Equities research analysts forecast that The Charles Schwab Corporation will post 6.13 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm also recently announced 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. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s dividend payout ratio is currently 25.40%.

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.