Forsta AP Fonden Sells 52,100 Shares of The Charles Schwab Corporation $SCHW

Forsta AP Fonden decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 11.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 413,901 shares of the financial services provider’s stock after selling 52,100 shares during the period. Forsta AP Fonden’s holdings in Charles Schwab were worth $41,353,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHW. Dogwood Wealth Management LLC boosted its position 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 purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab during the 4th quarter valued at about $26,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab during the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP bought a new stake in shares of Charles Schwab during the 4th quarter valued at about $29,000. Finally, Optima Capital LLC bought a new stake in shares of Charles Schwab during the 4th quarter valued at about $30,000. Institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on SCHW shares. Jefferies Financial Group cut their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. UBS Group cut their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Piper Sandler increased their price target on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a report on Friday, May 15th. Raymond James Financial increased their price target on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Finally, Morgan Stanley cut their price target on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.30.

Insider Buying and Selling

In other news, insider Dennis Howard sold 10,108 shares of the 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 completion of the sale, the insider directly owned 10,470 shares of the company’s stock, valued at $990,462. This represents a 49.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director directly 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 99,021 shares of company stock valued at $9,617,291. 6.30% of the stock is owned by company insiders.

More Charles Schwab News

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Schwab’s advisor-services leadership said the firm’s expanding wealth advice business is not expected to “bump into” RIAs, easing concerns that growth in Schwab Wealth Advisory could create channel conflict. Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs
• Positive Sentiment: Ongoing expansion of Schwab Wealth Advisory from 20 to 30 markets suggests continued investment in the company’s higher-touch wealth management franchise, which could support revenue growth. Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs
• Neutral Sentiment: Charles Schwab is receiving broad media exposure from the Charles Schwab Challenge, including leaderboard updates, TV coverage, and payout stories, but these items are primarily event coverage rather than direct business news. Charles Schwab Challenge leaderboard, updates, scores, tee times
• Neutral Sentiment: Weather-related suspension of the golf tournament may affect event timing, but it is unlikely to have a meaningful direct impact on SCHW’s fundamentals. First Round of Charles Schwab Challenge Suspended Due to Severe Weather Threat
• Neutral Sentiment: Liz Ann Sonders’ warning against treating the market like a “casino” underscores Schwab’s investing-first messaging, but it is more of a market commentary than a direct earnings catalyst. Charles Schwab’s Liz Ann Sonders warns against treating the market like a ‘casino’

Charles Schwab Stock Up 2.3%

Shares of NYSE:SCHW opened at $87.33 on Friday. The business’s 50 day simple moving average is $92.15 and its two-hundred day simple moving average is $95.61. The firm has a market cap of $151.88 billion, a P/E ratio of 17.33, a PEG ratio of 0.58 and a beta of 0.80. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts forecast that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. Charles Schwab’s dividend payout ratio is 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.