GW Henssler & Associates Ltd. Trims Holdings in The Charles Schwab Corporation $SCHW

GW Henssler & Associates Ltd. trimmed its position in The Charles Schwab Corporation (NYSE:SCHW) by 7.0% in the 4th quarter, HoldingsChannel reports. The fund owned 241,312 shares of the financial services provider’s stock after selling 18,287 shares during the quarter. Charles Schwab makes up about 1.2% of GW Henssler & Associates Ltd.’s holdings, making the stock its 25th largest holding. GW Henssler & Associates Ltd.’s holdings in Charles Schwab were worth $24,110,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Souders Financial Advisors increased its holdings in Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after acquiring an additional 98 shares in the last quarter. Lantz Financial LLC increased its holdings in Charles Schwab by 3.1% in the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after acquiring an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC increased its holdings in Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after acquiring an additional 105 shares in the last quarter. Essex Financial Services Inc. boosted its stake in Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC boosted its stake in Charles Schwab by 0.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after purchasing an additional 107 shares during the period. 84.38% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on SCHW. Raymond James Financial upped their price target on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. TD Cowen upped their price target on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Piper Sandler upped their price target on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. Finally, Keefe, Bruyette & Woods began coverage on Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $114.30.

Charles Schwab News Roundup

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

• Positive Sentiment: Recent coverage suggests Charles Schwab may still offer value after its pullback, with the article focusing on valuation metrics and questioning whether the selloff has created an attractive entry point for investors. Is It Time To Revisit Charles Schwab (SCHW) After This Year’s Share Price Pullback?
• Positive Sentiment: Market commentary says Charles Schwab has lagged peers over the past year, but analysts remain moderately bullish, which can support investor confidence despite the stock’s weaker relative performance. How Is Charles Schwab’s Stock Performance Compared to Other Financial Stocks?
• Neutral Sentiment: A Schwab Center article warning Americans about estate-planning pitfalls appears to be educational content rather than a direct business or earnings catalyst, so it is unlikely to move the stock by itself. Charles Schwab warns Americans on major estate planning problem

Insider Activity

In other news, insider Paul V. Woolway sold 7,942 shares of the stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total transaction of $778,316.00. Following the completion of the transaction, the insider directly owned 29,866 shares in the company, valued at approximately $2,926,868. This represents a 21.01% decrease in their position. The transaction 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 Nigel J. Murtagh sold 41,297 shares of the 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 represents a 41.60% decrease in their ownership of the stock. 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 ninety days, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is currently owned by insiders.

Charles Schwab Stock Up 1.5%

NYSE SCHW opened at $88.64 on Tuesday. 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 company has a market capitalization of $154.15 billion, a P/E ratio of 17.59, a P/E/G ratio of 0.82 and a beta of 0.80. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $107.50. The stock has a 50 day moving average price of $92.05 and a 200-day moving average price of $95.56.

Charles Schwab (NYSE:SCHW) last posted its 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. 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 company earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts predict that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

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