iA Global Asset Management Inc. grew its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 9.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 106,033 shares of the financial services provider’s stock after acquiring an additional 8,819 shares during the period. iA Global Asset Management Inc.’s holdings in Charles Schwab were worth $10,594,000 at the end of the most recent quarter.
Other large investors have also made changes to their positions in the company. Dogwood Wealth Management LLC boosted its holdings in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 123 shares during the last quarter. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab in the 4th quarter valued at $26,000. GoalVest Advisory LLC purchased a new stake in shares of Charles Schwab in the 4th quarter valued at $28,000. Beacon Financial Strategies CORP purchased a new stake in shares of Charles Schwab in the 4th quarter valued at $29,000. Finally, Optima Capital LLC purchased a new stake in shares of Charles Schwab in the 4th quarter valued at $30,000. 84.38% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Barclays lifted its price target on Charles Schwab (SCHW) to $127 from $117 and reiterated an Overweight rating after the company’s fiscal 2026 revenue and expense guidance topped expectations. Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations
- Positive Sentiment: Schwab raised its 2026 outlook and said it expects mid-teen EPS growth over time, supported by client growth, platform monetization, and balance-sheet flexibility. SCHW Ups 2026 Outlook, Targets Mid-Teen EPS Growth Through the Cycle
- Positive Sentiment: The company highlighted strong operating trends, including record daily average trades and record client margin loan balances in April, reinforcing the view that retail activity remains healthy. Charles Schwab daily average trades, client margin loan balances reach records in April
- Positive Sentiment: Schwab also unveiled AI initiatives and a crypto rollout aimed at broadening engagement and improving efficiency, which could support longer-term growth and margins. Schwab Crypto Launch Tests Client Engagement And Revenue Mix For Charles Schwab
Analyst Ratings Changes
Check Out Our Latest Analysis on Charles Schwab
Charles Schwab Stock Performance
NYSE:SCHW opened at $90.87 on Monday. 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 company has a fifty day moving average of $93.01 and a two-hundred day moving average of $95.97. The stock has a market capitalization of $158.04 billion, a PE ratio of 18.03, a P/E/G ratio of 0.71 and a beta of 0.80. The Charles Schwab Corporation has a fifty-two week low of $85.76 and a fifty-two week high of $107.50.
Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. The company had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same period in the prior year, the business 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 6.01 earnings per share for the current fiscal year.
Charles Schwab Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be given a dividend of $0.32 per share. The ex-dividend date is Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 25.40%.
Insider Activity at Charles Schwab
In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares in the company, valued at approximately $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This 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 ninety days, insiders have sold 126,924 shares of company stock valued at $12,268,634. 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.
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