Americana Partners LLC Raises Position in The Charles Schwab Corporation $SCHW

Key Points

• Americana Partners LLC increased its stake in Charles Schwab by 11.8% in the fourth quarter, adding 12,186 shares and bringing its total holdings to 115,106 shares valued at about $11.5 million.
• Several other institutions also moved into or added to Schwab, and institutional investors now own 84.38% of the stock, underscoring strong professional ownership interest.
• Schwab continues to draw positive attention from analysts and recent company news, including a consensus “Moderate Buy” rating, a target price implying upside, and the company’s $2.2 billion senior notes offering to strengthen funding flexibility.

Americana Partners LLC lifted its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 11.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 115,106 shares of the financial services provider's stock after acquiring 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 & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. Dogwood Wealth Management LLC boosted its position in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider's stock worth $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank bought a new position in Charles Schwab during the 4th quarter valued at about $26,000. GoalVest Advisory LLC bought a new position in Charles Schwab during the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP purchased a new stake in Charles Schwab in the 4th quarter valued at about $29,000. Finally, Optima Capital LLC purchased a new stake in Charles Schwab in the 4th quarter valued at about $30,000. 84.38% of the stock is currently owned by institutional investors.

Trending Headlines about Charles Schwab

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

Wall Street Analysts Forecast Growth

A number of research analysts have commented on SCHW shares. Piper Sandler raised 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 lowered 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 note on Wednesday, April 1st. Morgan Stanley decreased their target price on shares of Charles Schwab from $135.00 to $125.00 and set an "overweight" rating on the stock in a research report on Friday, April 17th. 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 note on Wednesday, April 8th. Finally, Keefe, Bruyette & Woods started coverage on Charles Schwab in a report on Wednesday, April 8th. They issued an "outperform" rating and a $110.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Charles Schwab currently has a consensus rating of "Moderate Buy" and an average target price of $114.30.

Insiders Place Their Bets

In other news, insider Nigel J. Murtagh sold 41,297 shares of the firm's stock in a transaction on 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 completion of the sale, the insider directly owned 57,972 shares of the company's stock, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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 Charles Schwab 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 completion of the transaction, the director owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 126,924 shares of company stock worth $12,268,634. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Performance

Charles Schwab stock opened at $90.26 on Friday. The stock's 50 day moving average price is $92.69 and its 200 day moving average price is $95.84. The firm has a market capitalization of $156.97 billion, a PE ratio of 17.91, a price-to-earnings-growth ratio of 0.63 and a beta of 0.80. 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 Charles Schwab Corporation has a one year low of $85.76 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion for 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 for the quarter was up 15.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts expect that The Charles Schwab Corporation will post 6.11 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab's dividend payout ratio is presently 25.40%.

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.

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