The Charles Schwab Corporation $SCHW Shares Bought by D.A. Davidson & CO.

Key Points

• D.A. Davidson & Co. increased its stake in The Charles Schwab Corporation by 12.5% in Q4, adding 45,432 shares to hold 410,192 shares valued at about $40.98 million, and institutional investors own 84.38% of SCHW.
• Q1 results beat expectations — Schwab reported $1.43 EPS (vs. $1.39 est.) and $6.48B revenue (vs. $6.39B), set FY‑2026 EPS guidance of $5.70–$5.80, and carries a consensus Moderate Buy rating with an average price target of $114.
• The board declared a $0.32 quarterly dividend (1.4% yield; ex‑dividend May 8), while insiders sold 468,748 shares worth about $47.9M over the past three months, leaving insiders with 6.3% ownership.

D.A. Davidson & CO. raised its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 12.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 410,192 shares of the financial services provider's stock after acquiring an additional 45,432 shares during the quarter. D.A. Davidson & CO.'s holdings in Charles Schwab were worth $40,982,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the fourth quarter worth $26,000. West Branch Capital LLC acquired a new position in Charles Schwab in the third quarter valued at $27,000. GoalVest Advisory LLC acquired a new position in Charles Schwab in the fourth quarter valued at $28,000. Beacon Financial Strategies CORP acquired a new position in Charles Schwab in the fourth quarter valued at $29,000. Finally, Optima Capital LLC acquired a new position in Charles Schwab in the fourth quarter valued at $30,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

SCHW has been the subject of several analyst reports. Argus set a $108.00 target price on Charles Schwab in a research note on Monday, April 20th. Wolfe Research set a $120.00 target price on Charles Schwab in a research note on Monday, January 12th. JPMorgan Chase & Co. upped their target price on Charles Schwab from $128.00 to $131.00 and gave the company an "overweight" rating in a research note on Friday, April 17th. Morgan Stanley dropped their target price 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. Finally, Jefferies Financial Group dropped their target price 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. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $114.00.

Charles Schwab Stock Performance

Shares of NYSE:SCHW opened at $88.53 on Monday. The firm has a market capitalization of $153.87 billion, a PE ratio of 17.57, a P/E/G ratio of 0.70 and a beta of 0.90. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The business has a 50-day moving average of $94.10 and a two-hundred day moving average of $96.30. The Charles Schwab Corporation has a 12 month low of $79.30 and a 12 month high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last announced 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 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 firm's revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts forecast that The Charles Schwab Corporation will post 5.98 earnings per share for the current year.

Charles Schwab Dividend Announcement

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

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

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the company's stock in a transaction dated 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 in the company, valued at $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 10,108 shares of the company's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, the insider owned 10,470 shares of the company's stock, valued at $990,462. This represents a 49.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 468,748 shares of company stock valued at $47,885,857 over the last three months. Insiders own 6.30% of the company's stock.

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.

Want to see what other hedge funds are holding SCHW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Charles Schwab Corporation (NYSE:SCHW - Free Report).

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.