The Charles Schwab Corporation $SCHW Shares Sold by Burney Co.

Key Points

• Institutional investor Burney Co. cut its stake by 20.4%, selling 46,169 shares to hold 180,487 shares worth about $18.03 million, while overall institutional ownership stands at 84.38%.
• The company beat Q4 estimates with EPS of $1.39 (vs. $1.32 expected) and revenue of $6.34 billion, up 18.9% year-over-year, and set FY2026 guidance of 5.700–5.800 EPS.
• Insiders have been net sellers—413,568 shares (~$42.4 million) sold over the last 90 days—while analysts maintain a consensus rating of "Moderate Buy" with a $114.50 target amid mixed price-target revisions.

Burney Co. cut its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 20.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 180,487 shares of the financial services provider's stock after selling 46,169 shares during the period. Burney Co.'s holdings in Charles Schwab were worth $18,032,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Piscataqua Savings Bank acquired a new stake in shares of Charles Schwab during the fourth quarter valued at about $26,000. West Branch Capital LLC acquired a new position in Charles Schwab in the third quarter worth about $27,000. GoalVest Advisory LLC acquired a new position in Charles Schwab in the fourth quarter worth about $28,000. Beacon Financial Strategies CORP acquired a new position in Charles Schwab in the fourth quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC acquired a new position in Charles Schwab in the third quarter worth about $34,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Key Charles Schwab News

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

• Positive Sentiment: Morgan Stanley highlighted exchanges and brokers including Charles Schwab as defensive picks, which supports demand for SCHW as a lower-volatility financial exposure. CME, Nasdaq, Charles Schwab Cited as Defensive Picks Among Exchanges, Brokers, Morgan Stanley Says
• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of SCHW, an event that often boosts visibility and can attract new institutional interest. Charles Schwab NYSE: SCHW Coverage Initiated at Keefe, Bruyette & Woods
• Positive Sentiment: Zacks highlights that Schwab’s earnings are expected to grow and frames the setup for a likely beat, which could support the stock if results meet or exceed expectations. The Charles Schwab Corporation (SCHW) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Morgan Stanley lowered its price target from $148 to $135 but kept an “overweight” rating — still bullish on the name long term even as their near-term valuation was trimmed. Morgan Stanley price target note (Benzinga)
• Neutral Sentiment: UBS cut its target from $125 to $119 but retained a “buy” rating; mixed signals as price targets come down while conviction remains. UBS lowers Schwab price target (Benzinga)
• Neutral Sentiment: Analysts are reworking models and trimmed a modeled fair value slightly (from ~$120.32 to ~$118), reflecting debate over execution and sector outlook rather than a consensus downgrade. How The Charles Schwab (SCHW) Story Is Evolving As Analysts Rework Targets And Assumptions
• Neutral Sentiment: Schwab research on crypto allocations (bitcoin up to ~22.4% in some portfolios) is product/research-driven and may influence long-term asset flows rather than immediate stock moves. Charles Schwab Identifies 2 Crypto Allocation Approaches Driving Bitcoin Weights as High as 22.4%
• Neutral Sentiment: Feature/retrospective pieces on Schwab’s long-term returns and growth interest investors but are less likely to move the stock immediately. If You Invested $1000 in The Charles Schwab Corporation a Decade Ago, This is How Much It'd Be Worth Now
• Negative Sentiment: Erste Group cut its FY2027 EPS estimate for SCHW, a direct hit to near-term earnings expectations and a clear negative for the share price. Charles Schwab FY2027 EPS Estimate Cut by Erste Group Bank
• Negative Sentiment: Operational actions such as the planned closure of the downtown Portland branch are minor but add to headlines about cost/footprint adjustments. Charles Schwab to close downtown Portland branch

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. TD Cowen reiterated a "buy" rating on shares of Charles Schwab in a research note on Thursday. Piper Sandler lifted their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 14th. Raymond James Financial reiterated an "outperform" rating and issued a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. Keefe, Bruyette & Woods assumed coverage on Charles Schwab in a research note on Wednesday. They issued an "outperform" rating and a $110.00 price target for the company. Finally, Jefferies Financial Group decreased their price target 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 equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $114.50.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $94.81 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The business has a 50 day moving average of $95.61 and a two-hundred day moving average of $96.33. The Charles Schwab Corporation has a 52 week low of $72.80 and a 52 week high of $107.50. The company has a market cap of $164.79 billion, a P/E ratio of 20.35, a PEG ratio of 0.78 and a beta of 0.90.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts' consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the previous year, the firm posted $1.01 earnings per share. Charles Schwab's quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a $0.32 dividend. The ex-dividend date was Friday, February 13th. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab's payout ratio is presently 27.47%.

Insider Buying and Selling

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares in the company, valued at $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the completion of the transaction, the insider owned 35,992 shares of the company's stock, valued at approximately $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 413,568 shares of company stock valued at $42,435,038 over the last 90 days. 6.30% of the stock is 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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