Swedbank AB Acquires 26,400 Shares of The Charles Schwab Corporation $SCHW

Key Points

• Swedbank AB increased its stake in The Charles Schwab Corporation by 3.5%, buying 26,400 shares to hold 788,216 shares valued at about $78.75 million at the end of the quarter.
• Charles Schwab beat quarterly estimates (EPS $1.43 vs. $1.39; revenue $6.48B vs. $6.39B), set FY2026 guidance of $5.70–$5.80 EPS, and announced a $0.32 quarterly dividend ($1.28 annualized, ~1.4% yield).
• Analysts have a consensus rating of Moderate Buy on SCHW with an average price target of $114 and individual targets roughly in the $110–$126 range.

Swedbank AB lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 3.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 788,216 shares of the financial services provider's stock after buying an additional 26,400 shares during the quarter. Swedbank AB's holdings in Charles Schwab were worth $78,751,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHW. Piscataqua Savings Bank bought a new position in shares of Charles Schwab in the fourth quarter worth about $26,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab during the fourth quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Charles Schwab in the fourth quarter valued at approximately $29,000. Optima Capital LLC bought a new position in Charles Schwab in the 4th quarter worth approximately $30,000. Finally, McIlrath & Eck LLC lifted its holdings in Charles Schwab by 143.2% during the 4th quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider's stock worth $32,000 after buying an additional 189 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company's stock.

Analyst Ratings Changes

A number of research analysts have commented on SCHW shares. Wolfe Research set a $120.00 price objective on Charles Schwab in a research report on Monday, January 12th. 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. Jefferies Financial Group lowered their price objective 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. Weiss Ratings upgraded shares of Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 23rd. Finally, Barclays lowered their price target on shares of Charles Schwab from $126.00 to $117.00 and set an "overweight" rating for the company in a research report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $114.00.

Charles Schwab Trading Down 0.4%

NYSE:SCHW opened at $92.06 on Thursday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 1-year low of $83.19 and a 1-year high of $107.50. The firm has a market capitalization of $160.01 billion, a price-to-earnings ratio of 18.27, a PEG ratio of 0.73 and a beta of 0.80. The business's 50-day moving average price is $93.83 and its two-hundred day moving average price is $96.21.

Charles Schwab (NYSE:SCHW - Get Free Report) 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. The company 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 23.03% and a net margin of 37.99%.The company's revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period in the previous year, the company earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect that The Charles Schwab Corporation will post 5.99 earnings per share for the current year.

Charles Schwab Announces Dividend

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

Insider Transactions at Charles Schwab

In related news, insider Paul V. Woolway sold 7,941 shares of the firm's stock in a transaction on Wednesday, April 15th. The stock was 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 of the company's stock, valued at approximately $2,986,600. This trade represents a 21.00% decrease in their position. The sale 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 Charles Schwab stock in a transaction dated 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 in the company, valued at approximately $16,082,224.80. This represents 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 three months, insiders have sold 206,263 shares of company stock valued at $20,543,272. Corporate insiders own 6.30% of the company's stock.

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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