Global Retirement Partners LLC Has $3.75 Million Stake in The Charles Schwab Corporation $SCHW

Global Retirement Partners LLC increased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 21.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 37,531 shares of the financial services provider’s stock after acquiring an additional 6,714 shares during the period. Global Retirement Partners LLC’s holdings in Charles Schwab were worth $3,750,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in SCHW. Dogwood Wealth Management LLC increased its holdings in shares of Charles Schwab by 99.2% during 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 acquired a new position in shares of Charles Schwab during the 4th quarter valued at about $26,000. GoalVest Advisory LLC acquired a new position in shares of Charles Schwab during the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP acquired a new position in shares of Charles Schwab during the 4th quarter valued at about $29,000. Finally, Optima Capital LLC acquired a new position in shares of Charles Schwab during the 4th quarter valued at about $30,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction that occurred 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 sale, the director owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction that occurred 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 sale, the insider directly owned 10,470 shares in the company, valued at $990,462. The trade was a 49.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 126,924 shares of company stock worth $12,268,634 over the last quarter. 6.30% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on SCHW shares. UBS Group lowered their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Jefferies Financial Group lowered their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Morgan Stanley lowered their price objective on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday, April 17th. JPMorgan Chase & Co. lifted their price target on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Finally, Truist Financial cut their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. One 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 given a Sell rating to the company. Based on data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus price target of $114.30.

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 Stock Down 0.2%

Shares of SCHW stock 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 PE ratio of 17.91, a price-to-earnings-growth ratio of 0.63 and a beta of 0.80. The stock has a 50 day moving average of $92.69 and a 200-day moving average of $95.84. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping 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 company had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. During the same period in the previous year, the company earned $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. On average, equities analysts predict that The Charles Schwab Corporation will post 6.11 EPS for the current year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were issued a dividend of $0.32 per share. 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 presently 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.