UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $1.12 Billion Stake in The Charles Schwab Corporation $SCHW

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its position in The Charles Schwab Corporation (NYSE:SCHW) by 3.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 11,240,065 shares of the financial services provider’s stock after selling 352,088 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Charles Schwab were worth $1,122,995,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Y Intercept Hong Kong Ltd grew its stake in shares of Charles Schwab by 607.3% in the 4th quarter. Y Intercept Hong Kong Ltd now owns 349,717 shares of the financial services provider’s stock valued at $34,940,000 after buying an additional 300,276 shares in the last quarter. Banco Santander S.A. grew its stake in shares of Charles Schwab by 0.3% in the 4th quarter. Banco Santander S.A. now owns 251,553 shares of the financial services provider’s stock valued at $25,133,000 after buying an additional 847 shares in the last quarter. Sumitomo Life Insurance Co. grew its stake in shares of Charles Schwab by 1.2% in the 4th quarter. Sumitomo Life Insurance Co. now owns 13,005 shares of the financial services provider’s stock valued at $1,299,000 after buying an additional 157 shares in the last quarter. Circle Wealth Management LLC grew its stake in shares of Charles Schwab by 1.6% in the 4th quarter. Circle Wealth Management LLC now owns 10,339 shares of the financial services provider’s stock valued at $1,033,000 after buying an additional 160 shares in the last quarter. Finally, Quadrant Capital Group LLC grew its stake in shares of Charles Schwab by 0.4% in the 4th quarter. Quadrant Capital Group LLC now owns 41,406 shares of the financial services provider’s stock valued at $4,137,000 after buying an additional 145 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Performance

Shares of NYSE SCHW opened at $91.04 on Friday. The business has a fifty day simple moving average of $91.05 and a 200 day simple moving average of $95.25. 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 $158.32 billion, a price-to-earnings ratio of 18.06, a PEG ratio of 0.84 and a beta of 0.77. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW) last issued 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 during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.Charles Schwab’s revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts expect that The Charles Schwab Corporation will post 6.13 EPS for the current year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is currently 25.40%.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab reported monthly activity highlights for May, and the company said the month set records, reinforcing confidence in client growth and trading momentum. Schwab Reports Monthly Activity Highlights
• Positive Sentiment: Market commentary says the stock is also getting a lift from a broader rebound in financials and renewed investor focus on Schwab’s strong client and trading trends. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum
• Positive Sentiment: Recent analyst actions have been constructive, with firms raising earnings estimates and maintaining buy-style ratings, which supports the bullish setup for SCHW. Charles Schwab stock research page
• Neutral Sentiment: Schwab also announced the closure and liquidation of its Schwab Ariel Opportunities ETF, a fund-level action that appears unlikely to materially affect the parent company’s near-term stock performance. Schwab Asset Management Announces Closure and Liquidation of the Schwab Ariel Opportunities ETF (SAEF)
• Negative Sentiment: There is still some caution in the background from mixed institutional positioning and heavy insider selling over the past six months, which could limit upside if sentiment weakens. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 7,942 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total transaction of $778,316.00. Following the completion of the transaction, the insider directly owned 29,866 shares in the company, valued at $2,926,868. This represents a 21.01% decrease in their ownership of the stock. The transaction was disclosed in a legal 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 stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 59,700 shares of company stock worth $5,889,131 over the last three months. 6.30% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

SCHW has been the subject of a number of recent analyst reports. Jefferies Financial Group decreased their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. UBS Group decreased their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Argus set a $108.00 target price on Charles Schwab in a research report on Monday, April 20th. Finally, Raymond James Financial upped their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. One investment 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 assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $116.00.

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.