Fiduciary Management Inc. WI decreased its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 8.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,872,312 shares of the financial services provider's stock after selling 334,699 shares during the quarter. Charles Schwab accounts for approximately 4.3% of Fiduciary Management Inc. WI's holdings, making the stock its 3rd largest position. Fiduciary Management Inc. WI owned 0.22% of Charles Schwab worth $386,883,000 at the end of the most recent quarter.
Several other hedge funds also recently made changes to their positions in SCHW. Souders Financial Advisors boosted its position in Charles Schwab by 2.3% during the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider's stock valued at $434,000 after purchasing an additional 98 shares during the period. Lantz Financial LLC boosted its position in Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider's stock valued at $324,000 after purchasing an additional 99 shares during the period. Roberts Wealth Advisors LLC boosted its position in Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider's stock valued at $2,294,000 after purchasing an additional 105 shares during the period. Essex Financial Services Inc. boosted its position in Charles Schwab by 0.8% during the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider's stock valued at $1,282,000 after purchasing an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC boosted its position in Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider's stock valued at $2,460,000 after purchasing an additional 107 shares during the period. Institutional investors and hedge funds own 84.38% of the company's stock.
Charles Schwab Stock Up 1.0%
SCHW opened at $88.88 on Friday. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $107.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The stock's fifty day moving average is $91.46 and its 200-day moving average is $95.34. The company has a market capitalization of $154.57 billion, a PE ratio of 17.63, a P/E/G ratio of 0.84 and a beta of 0.77.
Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping analysts' consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter in the previous year, the business earned $1.04 EPS. The company's quarterly revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts predict that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.
Charles Schwab Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab's payout ratio is currently 25.40%.
Analyst Upgrades and Downgrades
A number of research analysts recently issued reports on SCHW shares. Argus set a $108.00 price objective on Charles Schwab in a research report on Monday, April 20th. Piper Sandler boosted their price objective on Charles Schwab from $103.00 to $105.00 and gave the company a "neutral" rating in a research report on Friday, May 15th. Jefferies Financial Group reduced 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. Raymond James Financial boosted their price objective on Charles Schwab from $126.00 to $137.00 and gave the company an "outperform" rating in a research report on Friday, May 15th. Finally, Truist Financial reduced their price objective on Charles Schwab from $122.00 to $120.00 and set a "buy" rating for the company in a research report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Charles Schwab presently has a consensus rating of "Moderate Buy" and an average target price of $114.30.
Read Our Latest Research Report on SCHW
Key Stories Impacting Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Schwab unveiled 24/7 cryptocurrency futures trading on thinkorswim, a move that could attract more active traders, increase platform usage, and support trading revenue. Charles Schwab Launches 24/7 Bitcoin Futures Trading on thinkorswim
- Positive Sentiment: The company was highlighted as a high-ROE “cash cow” in a market screen, reinforcing Schwab’s profitability and financial strength during a volatile macro backdrop. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
- Neutral Sentiment: Schwab was included in a value-stock comparison with Interactive Brokers, which may keep attention on its valuation but does not by itself change fundamentals. SCHW or IBKR: Which Is the Better Value Stock Right Now?
- Neutral Sentiment: Articles about Robinhood, Webull, and Fidelity benefiting from SpaceX IPO access and FINRA’s removal of the PDT rule are more directly tied to rivals, but they underscore a more active retail trading environment that could also support Schwab’s brokerage business. SpaceX IPO Access Could Fuel Robinhood's Next Growth Phase
- Negative Sentiment: No major negative company-specific catalyst was reported, but Schwab’s name was part of a competitive brokerage backdrop that may limit enthusiasm if rivals capture more of the headline-driven trading activity. HOOD, Webull & Other Brokerages Gain as FINRA Eliminates PDT Rule
Insider Transactions at Charles Schwab
In related news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction on 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 directly owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction 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 completion of the transaction, the insider owned 29,866 shares in the company, valued at $2,986,600. The trade was a 21.00% decrease in their ownership of the stock. 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. In the last 90 days, insiders have sold 59,700 shares of company stock valued at $5,889,131. Corporate insiders own 6.30% of the company's stock.
Charles Schwab Company Profile
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Free Report)
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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