Munich Reinsurance Co Stock Corp in Munich Raises Stock Holdings in The Charles Schwab Corporation $SCHW

Key Points

• Munich Reinsurance Co Stock Corp in Munich boosted its stake in The Charles Schwab Corporation by 5,728.4% in Q4, buying 101,393 shares to hold 103,163 shares valued at about $10.37 million.
• Charles Schwab beat Q1 estimates with $1.43 EPS (vs. $1.39 expected) and $6.48 billion in revenue (+15.8% YoY), and management set FY2026 EPS guidance of 5.700–5.800 while analysts expect roughly 5.98 EPS.
• The board declared a quarterly dividend of $0.32 (annualized $1.28, ~1.4% yield; ex-dividend date May 8) and expanded crypto access to about 38 million brokerage accounts, broadening product availability.

Munich Reinsurance Co Stock Corp in Munich boosted its holdings in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 5,728.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 103,163 shares of the financial services provider's stock after buying an additional 101,393 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich's holdings in Charles Schwab were worth $10,373,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of SCHW. Piscataqua Savings Bank bought a new position in shares of Charles Schwab in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab in the 4th quarter worth approximately $28,000. West Branch Capital LLC bought a new position in shares of Charles Schwab in the 3rd quarter worth approximately $27,000. Beacon Financial Strategies CORP bought a new position in shares of Charles Schwab in the 4th quarter worth approximately $29,000. Finally, Optima Capital LLC bought a new position in shares of Charles Schwab in the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 84.38% of the company's stock.

Charles Schwab Price Performance

SCHW stock opened at $88.53 on Friday. The Charles Schwab Corporation has a one year low of $79.30 and a one year high of $107.50. The company's fifty day moving average price is $94.10 and its 200-day moving average price is $96.26. 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 company has a market capitalization of $153.87 billion, a PE ratio of 17.57, a price-to-earnings-growth ratio of 0.70 and a beta of 0.90.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its 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 the consensus estimate of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.03%. The company's quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts anticipate that The Charles Schwab Corporation will post 5.98 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be 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 is Friday, May 8th. Charles Schwab's payout ratio is currently 25.40%.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on SCHW. Piper Sandler increased their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 14th. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a research note on Wednesday, April 8th. They set an "outperform" rating and a $110.00 price objective for the company. Citigroup reiterated a "market outperform" rating on shares of Charles Schwab in a research note on Monday, January 12th. Jefferies Financial Group cut their price objective on Charles Schwab from $122.00 to $118.00 and set a "buy" rating for the company in a research note on Monday, April 6th. Finally, Morgan Stanley cut their price objective on Charles Schwab from $135.00 to $125.00 and set an "overweight" rating for the company in a research note on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $114.00.

Insider Buying and Selling

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the sale, the director directly owned 449,406 shares in the company, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the sale, the chairman owned 529,346 shares in the company, valued at approximately $55,184,320.50. This represents a 11.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 468,748 shares of company stock worth $47,885,857 in the last 90 days. 6.30% of the stock is owned by company insiders.

Key Charles Schwab News

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

• Positive Sentiment: Schwab rolled out crypto access to roughly 38 million brokerage accounts, widening product availability and giving the firm another avenue to boost client engagement, trading activity and fee-related revenue over time. Schwab brings crypto to 38M users; North Korea 'simply' to blame for recent DeFi hacks
• Positive Sentiment: The board declared a $0.32 quarterly common dividend (1.4% yield), reinforcing capital return to shareholders and supporting income-focused investor demand; ex-dividend date is May 8. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
• Positive Sentiment: Schwab published content explaining professional risk-management tools — messaging that may help attract or retain higher‑value clients by highlighting portfolio and risk-management capabilities. Schwab breaks down the edge pros use to tame market risk
• Neutral Sentiment: Quarterly results and the Q1 call showed continued client engagement and net new asset inflows (management commentary and analyst questions suggest solid operating momentum), supporting Schwab’s FY26 EPS guide. 5 Revealing Analyst Questions From Charles Schwab’s Q1 Earnings Call
• Neutral Sentiment: Schwab established a new Series L preferred stock via filing — a capital-management move that can support liquidity and regulatory ratios but may be perceived as modestly dilutive/complex by some investors. Charles Schwab Issues New Series L Preferred Stock
• Negative Sentiment: Schwab imposed new limits on RIAs using long-short separately managed and certain tax-aware strategies, which could restrict product use by advisory clients and potentially reduce fee revenue or client flows for some advisors. This item has attracted press coverage and may weigh on asset-gathering sentiment. Schwab creates new limits to RIAs using long-short, separately managed accounts

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.