The Charles Schwab Corporation $SCHW Stake Cut by Clearbridge Investments LLC

Clearbridge Investments LLC reduced its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 5.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,372,698 shares of the financial services provider’s stock after selling 249,357 shares during the period. Clearbridge Investments LLC owned about 0.25% of Charles Schwab worth $436,876,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after purchasing an additional 403,133 shares during the last quarter. State Street Corp increased its position in Charles Schwab by 1.0% in the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock worth $6,984,231,000 after purchasing an additional 691,671 shares during the last quarter. Geode Capital Management LLC increased its position in Charles Schwab by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after purchasing an additional 98,242 shares during the last quarter. Fisher Asset Management LLC increased its position in Charles Schwab by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock worth $2,179,888,000 after purchasing an additional 171,926 shares during the last quarter. Finally, Primecap Management Co. CA increased its position in Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock worth $2,024,841,000 after purchasing an additional 2,174,381 shares during the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Key Charles Schwab News

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 Performance

SCHW opened at $88.88 on Friday. The firm has a market capitalization of $154.57 billion, a P/E ratio of 17.63, a price-to-earnings-growth ratio of 0.84 and a beta of 0.77. The stock’s 50 day moving average price is $91.46 and its two-hundred day moving average price 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. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating 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 firm 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 EPS. The company’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were given a $0.32 dividend. The ex-dividend date 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%.

Insiders Place Their Bets

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $5,739,228. This trade represents a 41.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction that occurred 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 sale, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. This represents a 21.00% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have weighed in on SCHW. Raymond James Financial upped their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. UBS Group dropped their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. JPMorgan Chase & Co. upped their target price on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Piper Sandler upped their target price on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. Finally, Morgan Stanley dropped their target price on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

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.