Envestnet Portfolio Solutions Inc. Buys 9,080 Shares of The Charles Schwab Corporation $SCHW

Envestnet Portfolio Solutions Inc. increased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 9.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 109,875 shares of the financial services provider’s stock after acquiring an additional 9,080 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Charles Schwab were worth $10,978,000 at the end of the most recent quarter.

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

Charles Schwab News Summary

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

• Positive Sentiment: Deutsche Bank raised its price target on Charles Schwab to $128 and kept a Buy rating, citing optimism after the company’s investor day and longer-term growth prospects. Deutsche Bank Raises PT on The Charles Schwab Corporation (SCHW), Here’s Why
• Positive Sentiment: Schwab is expanding its AI strategy, including a new generative AI “Portfolio Insights” tool aimed at bringing premium-style investment guidance to everyday retail clients, which could improve engagement and client retention. Is Charles Schwab (SCHW) Using AI Tools To Redefine Its Retail Investor Value Proposition?
• Positive Sentiment: Analysts and media commentary have highlighted Schwab’s efforts to extend high-net-worth style insights to a broader client base through AI, reinforcing the company’s push to modernize its platform. Charles Schwab (SCHW) Plans AI Integration to Bring High-Net-Worth Insights to Mass Market
• Positive Sentiment: Charles Schwab and Bill Ackman launched a campaign supporting Trump’s “American Dream Accounts,” which may be viewed as a high-profile effort to influence retirement and investing policy in a way that could expand future account growth. Bill Ackman, Charles Schwab launch six-figure ad campaign backing Trump’s American Dream Accounts
• Neutral Sentiment: Schwab flagged new T+1 settlement rules affecting stock trades, but the headline appears more informational than materially impactful on its own. Schwab flagged new T+1 settlement rules that impact stock trades
• Neutral Sentiment: Market commentary from Schwab strategist Liz Ann Sonders about rising bond yields reflects broader macro conditions rather than a direct company-specific catalyst. Traders are positioning for continued increase in bond yields, says Charles Schwab’s Sonders
• Neutral Sentiment: Charles Schwab’s sponsorship of the PGA TOUR’s Schwab Challenge and the revealed champion’s prize are branding items with limited near-term stock impact. 2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler

Charles Schwab Trading Down 0.6%

NYSE SCHW opened at $91.84 on Wednesday. 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 capitalization of $159.72 billion, a price-to-earnings ratio of 18.22, a price-to-earnings-growth ratio of 0.69 and a beta of 0.80. The company’s 50-day simple moving average is $92.89 and its two-hundred day simple moving average is $95.94. The Charles Schwab Corporation has a one year low of $85.76 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted 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. The business had revenue of $6.48 billion for 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%. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts forecast that The Charles Schwab Corporation will post 6.07 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is 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 (DPR) is 25.40%.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the transaction, the insider owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 126,924 shares of company stock worth $12,268,634. Company insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

SCHW has been the subject of several analyst reports. TD Cowen raised their target price on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a report on Friday. 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. UBS Group lowered 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. Barclays raised their target price on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a report on Friday. Finally, 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 report on Monday, April 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $114.30.

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.