The Charles Schwab Corporation (NYSE:SCHW – Get Free Report) has received an average rating of “Moderate Buy” from the twenty-two brokerages that are covering the firm, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating, sixteen have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $114.30.
SCHW has been the subject of several research reports. 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 note on Wednesday, April 1st. Barclays raised their price objective on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note 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 note on Monday, April 6th. JPMorgan Chase & Co. raised their price objective on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Finally, UBS Group reduced their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th.
Read Our Latest Research Report on SCHW
Charles Schwab Stock Performance
Charles Schwab (NYSE:SCHW – Get Free Report) last released its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.39 by $0.04. The business 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 23.05% and a net margin of 37.99%.The company’s revenue was up 15.8% compared to the same quarter last year. During the same period last year, the company posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts predict that Charles Schwab will post 6.12 EPS for the current fiscal year.
Charles Schwab Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 annualized dividend 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%.
Insiders Place Their Bets
In other news, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the sale, the insider owned 57,972 shares of the company’s stock, valued at $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 10,108 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the sale, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $990,462. This trade represents a 49.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 126,924 shares of company stock worth $12,268,634. 6.30% of the stock is currently owned by corporate insiders.
Institutional Trading of Charles Schwab
Several hedge funds and other institutional investors have recently modified their holdings of SCHW. Norges Bank acquired a new stake in shares of Charles Schwab in the fourth quarter worth $1,994,189,000. Bank of New York Mellon Corp boosted its position in shares of Charles Schwab by 22.9% in the first quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider’s stock worth $1,518,913,000 after buying an additional 3,009,884 shares during the period. Primecap Management Co. CA boosted its position in Charles Schwab by 11.4% during the third quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after purchasing an additional 2,174,381 shares during the last quarter. Focus Partners Wealth boosted its position in Charles Schwab by 716.5% during the fourth quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock valued at $209,948,000 after purchasing an additional 1,844,095 shares during the last quarter. Finally, Mondrian Investment Partners LTD acquired a new stake in Charles Schwab during the third quarter valued at $169,104,000. Institutional investors and hedge funds own 84.38% of the company’s stock.
Key Headlines Impacting Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Wall Street analysts are highlighting a consensus price target that implies about 27.6% upside for Schwab, with recent estimate revisions and a higher target from Piper Sandler to $105 citing revenue upside from improving net interest margin (NIM). Wall Street Analysts Predict a 27.59% Upside in Charles Schwab (SCHW): Here’s What You Should Know
- Positive Sentiment: Schwab said it raised $2.2 billion through senior notes, giving the company additional funding flexibility and reinforcing capital-market access. Charles Schwab Raises $2.2 Billion Through Senior Notes
- Positive Sentiment: Charles Schwab was recognized by U.S. News & World Report as the Best Investing Platform Overall for the fourth straight year, with additional awards for trading categories. That supports the company’s brand and competitive positioning. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
- Neutral Sentiment: Some media coverage focused on Schwab’s economist commentary and a market benchmark article, but these items appear more informational than stock-moving. The US is in a ‘vibepression,’ but markets and the economy will keep rallying, Schwab economist says
- Negative Sentiment: Separate commentary noted that Schwab clients are turning more bearish on stocks amid broader economic gloom, which could signal softer retail sentiment if it persists. Schwab clients turn bearish on stocks as broader economic gloom persists despite good news
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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