The Charles Schwab Corporation $SCHW Shares Sold by Mount Capital Ltd

Key Points

• Mount Capital Ltd trimmed its Charles Schwab stake by 5.8% in the fourth quarter, but SCHW remains its largest holding, accounting for about 21.2% of the portfolio.
• Charles Schwab reported better-than-expected quarterly results, with EPS of $1.43 on revenue of $6.48 billion, and revenue rose 15.8% year over year.
• Analyst sentiment remains generally positive: the stock has a Moderate Buy consensus rating, while Schwab also recently launched 24/7 cryptocurrency futures trading on thinkorswim, which could support trading activity and revenue.

Mount Capital Ltd reduced its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 5.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 524,478 shares of the financial services provider's stock after selling 32,200 shares during the quarter. Charles Schwab makes up about 21.2% of Mount Capital Ltd's portfolio, making the stock its largest position. Mount Capital Ltd's holdings in Charles Schwab were worth $52,401,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of SCHW. Brighton Jones LLC boosted its stake in shares of Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider's stock valued at $1,794,000 after purchasing an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Charles Schwab by 21.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider's stock valued at $415,000 after purchasing an additional 809 shares during the last quarter. United Bank boosted its stake in shares of Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider's stock valued at $1,465,000 after purchasing an additional 1,070 shares during the last quarter. Nebula Research & Development LLC bought a new stake in shares of Charles Schwab in the 2nd quarter valued at $552,000. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Charles Schwab by 4.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider's stock valued at $623,000 after purchasing an additional 305 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the firm's stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the transaction, the insider directly owned 57,972 shares of the company's stock, valued at approximately $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the firm's stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 59,700 shares of company stock valued at $5,889,131. Corporate insiders own 6.30% of the company's stock.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of analyst reports. Truist Financial reduced their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a "buy" rating on the stock in a research note on Wednesday, April 1st. Raymond James Financial upped their price objective on shares of Charles Schwab from $126.00 to $137.00 and gave the company an "outperform" rating in a research note on Friday, May 15th. Weiss Ratings raised shares of Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 23rd. Morgan Stanley cut their target price on shares of Charles Schwab from $135.00 to $125.00 and set an "overweight" rating on the stock in a research note on Friday, April 17th. Finally, JPMorgan Chase & Co. increased their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an "overweight" rating in a research note on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $114.30.

Trending Headlines about 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

Charles Schwab Stock Up 1.0%

Shares of NYSE SCHW opened at $88.88 on Friday. The firm has a market cap of $154.57 billion, a PE ratio of 17.63, a P/E/G ratio of 0.83 and a beta of 0.77. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50. The company's fifty day simple moving average is $91.46 and its 200 day simple moving average is $95.34. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued 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 business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. Charles Schwab's revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders 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 dividend payout ratio (DPR) is 25.40%.

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.

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