The Charles Schwab Corporation $SCHW Stake Boosted by Americana Partners LLC

Americana Partners LLC lifted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 11.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 115,106 shares of the financial services provider’s stock after purchasing an additional 12,186 shares during the quarter. Americana Partners LLC’s holdings in Charles Schwab were worth $11,500,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in SCHW. First National Trust Co grew its holdings in Charles Schwab by 82.2% during the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after purchasing an additional 40,257 shares during the last quarter. Brookwood Investment Group LLC increased its position in Charles Schwab by 192.6% in the 4th quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after buying an additional 8,054 shares during the period. AE Wealth Management LLC grew its holdings in shares of Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after purchasing an additional 56,609 shares in the last quarter. Optimize Financial Inc acquired a new stake in shares of Charles Schwab during the 3rd quarter worth approximately $467,000. Finally, King Luther Capital Management Corp boosted its stake in Charles Schwab by 34.4% in the 3rd quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after buying an additional 75,820 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction dated 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 transaction, 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $95.12, for a total value of $1,510,886.08. Following the transaction, the insider directly owned 35,992 shares in the company, valued at $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 126,924 shares of company stock valued at $12,268,634 over the last 90 days. 6.30% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have commented on SCHW. TD Cowen boosted their price objective on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Piper Sandler upped their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday, May 15th. Truist Financial cut their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price on the stock. Finally, UBS Group cut their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average price target of $114.30.

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

Charles Schwab Stock Down 0.2%

SCHW stock 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 firm has a market capitalization of $156.97 billion, a PE ratio of 17.91, a PEG 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. The business’s 50 day simple moving average is $92.69 and its 200 day simple moving average is $95.84.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results 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 business had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the firm posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 6.11 EPS for the current year.

Charles Schwab Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a $0.32 dividend. 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 presently 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.