Natixis Advisors LLC Has $165.79 Million Stake in The Charles Schwab Corporation $SCHW

Natixis Advisors LLC reduced its stake in The Charles Schwab Corporation (NYSE:SCHW) by 16.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,659,434 shares of the financial services provider’s stock after selling 335,458 shares during the period. Natixis Advisors LLC’s holdings in Charles Schwab were worth $165,794,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHW. Brighton Jones LLC lifted its position in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after buying an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares during the last quarter. United Bank raised its stake in Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after acquiring an additional 1,070 shares during the period. Nebula Research & Development LLC bought a new stake in Charles Schwab in the 2nd quarter valued at about $552,000. Finally, Main Street Financial Solutions LLC raised its stake in Charles Schwab by 4.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock valued at $623,000 after acquiring an additional 305 shares during the period. 84.38% of the stock is owned by institutional investors.

Charles Schwab News Roundup

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

• Positive Sentiment: Recent coverage suggests Charles Schwab may still offer value after its pullback, with the article focusing on valuation metrics and questioning whether the selloff has created an attractive entry point for investors. Is It Time To Revisit Charles Schwab (SCHW) After This Year’s Share Price Pullback?
• Positive Sentiment: Market commentary says Charles Schwab has lagged peers over the past year, but analysts remain moderately bullish, which can support investor confidence despite the stock’s weaker relative performance. How Is Charles Schwab’s Stock Performance Compared to Other Financial Stocks?
• Neutral Sentiment: A Schwab Center article warning Americans about estate-planning pitfalls appears to be educational content rather than a direct business or earnings catalyst, so it is unlikely to move the stock by itself. Charles Schwab warns Americans on major estate planning problem

Charles Schwab Stock Performance

NYSE SCHW opened at $88.64 on Tuesday. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market capitalization of $154.15 billion, a PE ratio of 17.59, a P/E/G ratio of 0.82 and a beta of 0.80. The company’s 50 day simple moving average is $92.05 and its two-hundred day simple moving average is $95.56.

Charles Schwab (NYSE:SCHW) last posted its earnings results 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. 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 for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the company posted $1.04 EPS. The business’s revenue for the quarter was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts predict 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 announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the company. Truist Financial lowered their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. TD Cowen upped their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday, May 15th. JPMorgan Chase & Co. upped their price target on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. UBS Group dropped their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. 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 investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Insiders Place Their Bets

In other news, insider Paul V. Woolway sold 7,941 shares of the firm’s 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 sale, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. This trade represents a 21.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction 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 sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 59,700 shares of company stock worth $5,889,131 in the last three months. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab 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.