Markel Group Inc. Has $130.05 Million Stock Position in The Charles Schwab Corporation $SCHW

Markel Group Inc. grew its stake in The Charles Schwab Corporation (NYSE:SCHW) by 0.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,383,800 shares of the financial services provider’s stock after purchasing an additional 8,000 shares during the period. Markel Group Inc. owned approximately 0.08% of Charles Schwab worth $130,050,000 as of its most recent filing with the Securities and Exchange Commission.

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

Charles Schwab Price Performance

Shares of NYSE SCHW traded up $1.11 during trading on Friday, reaching $103.02. The company had a trading volume of 5,677,657 shares, compared to its average volume of 10,709,114. The Charles Schwab Corporation has a 52 week low of $83.96 and a 52 week high of $107.50. The business’s 50 day moving average price is $91.64 and its 200-day moving average price is $95.34. The stock has a market cap of $179.17 billion, a PE ratio of 20.44, a PEG ratio of 0.94 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW) last released 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 for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the firm earned $1.04 earnings per share. Charles Schwab’s 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. Analysts expect that The Charles Schwab Corporation will post 6.22 earnings per share for the current year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Insider Buying and Selling at Charles Schwab

In related news, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total value of $794,100.00. Following the transaction, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This represents a 21.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $100.01, for a total transaction of $200,020.00. Following the completion of the transaction, the insider directly owned 13,738 shares in the company, valued at approximately $1,373,937.38. The trade was a 12.71% 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. Insiders have sold 63,700 shares of company stock worth $6,283,211 in the last 90 days. Corporate insiders own 6.30% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Charles Schwab was upgraded to a Zacks Rank #1 (Strong Buy), signaling improving earnings outlooks and potentially boosting near-term investor sentiment. Article Title
• Positive Sentiment: Morgan Stanley raised its price target on SCHW to $133 from $125 and kept an overweight rating, reinforcing expectations for more upside.
• Positive Sentiment: Brokerage sentiment remains constructive overall, with another report citing an average Moderate Buy rating from analysts.
• Positive Sentiment: Schwab’s push into digital assets and crypto trading could be an additional long-term growth driver, as the company reportedly hires for its blockchain and crypto team ahead of a rollout. Article Title
• Neutral Sentiment: Schwab strategists warned that the era of easy index gains may be ending, reflecting a more volatile market backdrop that could affect trading and client behavior in either direction. Article Title
• Neutral Sentiment: Media coverage about Trump-related trading activity through a Schwab account is likely more of a headline risk than a direct business driver unless it leads to regulatory or reputational issues. Article Title
• Negative Sentiment: Barclays lowered its price target on SCHW to $122 from $127, which is a modest negative, though the firm still rates the stock overweight.

Analyst Ratings Changes

Several analysts have weighed in on the stock. Morgan Stanley upped their price objective on shares of Charles Schwab from $125.00 to $133.00 and gave the stock an “overweight” rating in a research note on Friday. Barclays reduced their target price on Charles Schwab from $127.00 to $122.00 and set an “overweight” rating on the stock in a report on Thursday. JPMorgan Chase & Co. increased 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $128.00 price target on shares of Charles Schwab in a report on Friday, May 15th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday, June 18th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $116.32.

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.