The Charles Schwab Corporation $SCHW is HughesLittle Investment Management Ltd.’s 2nd Largest Position

HughesLittle Investment Management Ltd. decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 0.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 752,062 shares of the financial services provider’s stock after selling 6,969 shares during the quarter. Charles Schwab accounts for about 12.4% of HughesLittle Investment Management Ltd.’s investment portfolio, making the stock its 2nd biggest position. HughesLittle Investment Management Ltd.’s holdings in Charles Schwab were worth $75,139,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of SCHW. Dogwood Wealth Management LLC increased its stake in Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab during the fourth quarter valued at $26,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab in the fourth quarter worth about $28,000. Beacon Financial Strategies CORP bought a new position in shares of Charles Schwab in the fourth quarter worth about $29,000. Finally, Optima Capital LLC purchased a new position in Charles Schwab in the 4th quarter worth about $30,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

SCHW has been the subject of a number of research analyst reports. Piper Sandler lifted their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a report on Friday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $128.00 target price on shares of Charles Schwab in a research report on Friday. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target for the company. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Finally, Truist Financial dropped their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.24.

Charles Schwab News Summary

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

Insider Buying and Selling

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider owned 57,972 shares of the company’s stock, 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 this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the transaction, the insider owned 10,470 shares in the company, valued at $990,462. This represents a 49.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 126,924 shares of company stock worth $12,268,634 in the last three months. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Up 1.6%

Shares of Charles Schwab stock opened at $90.87 on Friday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market cap of $158.04 billion, a price-to-earnings ratio of 18.03, a PEG ratio of 0.71 and a beta of 0.80. The firm’s 50-day moving average is $93.01 and its two-hundred day moving average is $95.96. The Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating the consensus estimate of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the previous year, the business posted $1.04 EPS. 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. As a group, research analysts expect that The Charles Schwab Corporation will post 6.01 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be paid a $0.32 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s payout ratio 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.