5,841 Shares in The Charles Schwab Corporation $SCHW Purchased by Leonteq Securities AG

Leonteq Securities AG bought a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 5,841 shares of the financial services provider’s stock, valued at approximately $584,000.

Other large investors have also recently bought and sold shares of the company. First National Trust Co raised its position in Charles Schwab by 82.2% during the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares in the last quarter. Brookwood Investment Group LLC raised its position in Charles Schwab by 192.6% during the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock valued at $1,222,000 after acquiring an additional 8,054 shares in the last quarter. AE Wealth Management LLC raised its position in Charles Schwab by 131.0% during the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after acquiring an additional 56,609 shares in the last quarter. Optimize Financial Inc bought a new position in Charles Schwab during the third quarter valued at approximately $467,000. Finally, King Luther Capital Management Corp raised its position in Charles Schwab by 34.4% during the third quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after acquiring an additional 75,820 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity

In other news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred 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 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 transaction was disclosed in a document filed with the SEC, which can be accessed 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 business’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 directly owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% 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 owned by company insiders.

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

Wall Street Analysts Forecast Growth

SCHW has been the topic of several recent research reports. Morgan Stanley cut their price objective on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. UBS Group cut their price objective on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective on the stock. Piper Sandler raised their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday, May 15th. Finally, Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $114.30.

Charles Schwab Trading Down 0.2%

NYSE:SCHW opened at $90.26 on Friday. The Charles Schwab Corporation has a 12 month low of $85.76 and a 12 month high of $107.50. The firm has a market cap of $156.97 billion, a price-to-earnings ratio of 17.91, a P/E/G ratio of 0.63 and a beta of 0.80. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The company’s 50 day moving average is $92.69 and its 200-day moving average is $95.84.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter last year, the firm posted $1.04 earnings per share. 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. Equities analysts anticipate that The Charles Schwab Corporation will post 6.11 EPS for the current year.

Charles Schwab Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Charles Schwab 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.