Generali Asset Management SPA SGR Acquires 18,694 Shares of The Charles Schwab Corporation $SCHW

Key Points

• Generali Asset Management SPA SGR boosted its stake in The Charles Schwab Corporation by 17.9%, adding 18,694 shares to hold 122,958 shares worth about $12.29 million.
• Charles Schwab beat Q1 estimates with $1.43 EPS vs. $1.39 expected and $6.48 billion revenue (up 15.8% year-over-year), and set FY2026 guidance of 5.700–5.800 EPS versus a sell-side consensus of about 5.99.
• While institutional ownership is high at 84.38%, insiders have been net sellers recently—selling 126,924 shares worth roughly $12.27 million over the past 90 days.

Generali Asset Management SPA SGR boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 17.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 122,958 shares of the financial services provider's stock after acquiring an additional 18,694 shares during the period. Generali Asset Management SPA SGR's holdings in Charles Schwab were worth $12,285,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider's stock valued at $1,794,000 after purchasing an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider's stock valued at $415,000 after purchasing an additional 809 shares in the last quarter. United Bank lifted its holdings in shares of Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider's stock valued at $1,465,000 after purchasing an additional 1,070 shares in the last quarter. Nebula Research & Development LLC bought a new stake in shares of Charles Schwab in the second quarter valued at about $552,000. Finally, Main Street Financial Solutions LLC lifted its holdings in shares of Charles Schwab by 4.7% in the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider's stock valued at $623,000 after purchasing an additional 305 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab Stock Performance

SCHW opened at $89.31 on Friday. The Charles Schwab Corporation has a 52-week low of $83.62 and a 52-week high of $107.50. The firm has a market capitalization of $155.22 billion, a PE ratio of 17.72, a PEG ratio of 0.72 and a beta of 0.80. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The business's 50-day simple moving average is $93.75 and its 200 day simple moving average is $96.18.

Charles Schwab (NYSE:SCHW - Get Free Report) last released 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 return on equity of 23.03% and a net margin of 37.99%.The business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the prior year, the company posted $1.04 earnings per share. Charles Schwab's revenue was up 15.8% on a year-over-year basis. 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 5.99 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab's dividend payout ratio is presently 25.40%.

Analysts Set New Price Targets

SCHW has been the topic of a number of research reports. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a report on Wednesday, April 8th. They issued an "outperform" rating and a $110.00 price target on the stock. UBS Group cut their price target on Charles Schwab from $125.00 to $119.00 and set a "buy" rating on the stock in a report on Wednesday, April 8th. Weiss Ratings upgraded Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, March 23rd. JPMorgan Chase & Co. boosted their price target on Charles Schwab from $128.00 to $131.00 and gave the company an "overweight" rating in a report on Friday, April 17th. Finally, Piper Sandler boosted their price target on Charles Schwab from $100.00 to $105.00 and gave the company a "neutral" rating in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned 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 has an average rating of "Moderate Buy" and a consensus target price of $114.00.

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 7,941 shares of the company's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the sale, the insider owned 29,866 shares in the company, valued at $2,986,600. This represents a 21.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the company's stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the sale, the insider owned 57,972 shares in the company, valued at $5,739,228. This represents a 41.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 126,924 shares of company stock worth $12,268,634 over the last ninety days. 6.30% of the stock is currently owned by corporate insiders.

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.

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