Sigma Planning Corp Grows Stock Position in The Charles Schwab Corporation $SCHW

Sigma Planning Corp increased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 130.9% in the 1st quarter, HoldingsChannel reports. The firm owned 18,521 shares of the financial services provider’s stock after purchasing an additional 10,501 shares during the period. Sigma Planning Corp’s holdings in Charles Schwab were worth $1,741,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Norges Bank purchased a new position in shares of Charles Schwab in the 4th quarter valued at about $1,994,189,000. Primecap Management Co. CA increased its stake in shares of Charles Schwab by 9.7% during the fourth quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock worth $2,325,512,000 after buying an additional 2,066,884 shares during the period. Focus Partners Wealth increased its stake in shares of Charles Schwab by 716.5% during the fourth quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock worth $209,948,000 after buying an additional 1,844,095 shares during the period. Vaughan Nelson Investment Management L.P. acquired a new stake in Charles Schwab in the first quarter valued at approximately $129,140,000. Finally, Blue Sparrow LLC DE acquired a new stake in Charles Schwab in the fourth quarter valued at approximately $134,384,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the subject of several analyst reports. Jefferies Financial Group lowered their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. Morgan Stanley lifted their price objective on shares of Charles Schwab from $125.00 to $133.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Barclays lowered their target price on shares of Charles Schwab from $127.00 to $122.00 and set an “overweight” rating for the company in a research note on Thursday, July 9th. Keefe, Bruyette & Woods started coverage on Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Finally, UBS Group lifted their price target on Charles Schwab from $119.00 to $122.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus target price of $117.50.

Insider Activity

In other news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $100.01, for a total value of $200,020.00. Following the completion of the sale, the insider directly owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. The trade was a 12.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction dated Tuesday, April 28th. The shares were 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 have sold 6,520 shares of company stock worth $622,392. Corporate insiders own 6.30% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Erste Group Bank raised its FY2026 earnings estimate for Charles Schwab to $6.34 per share from $6.16 and boosted FY2027 EPS to $7.64, signaling stronger profit expectations than the current consensus. Charles Schwab estimates update
• Positive Sentiment: Multiple recent articles say SCHW is drawing attention as investors look ahead to its June-quarter results, with rising earnings optimism and valuation commentary suggesting the shares may still have upside. Analyst revisions and earnings preview
• Neutral Sentiment: Schwab strategist Liz Ann Sonders discussed rebalancing, sector rotation, and semiconductor positioning; while useful market commentary, it does not directly change Schwab’s fundamentals. Liz Ann Sonders interview
• Neutral Sentiment: Schwab’s annual RIA survey highlighted ongoing challenges around organic growth and hiring, which is informative for the wealth-management business but not an immediate stock catalyst. RIA benchmarking survey

Charles Schwab Stock Down 1.1%

Shares of NYSE:SCHW opened at $101.66 on Friday. The company has a market capitalization of $176.79 billion, a PE ratio of 20.17, a P/E/G ratio of 0.86 and a beta of 0.77. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The firm has a 50 day simple moving average of $92.77 and a 200-day simple moving average of $95.36.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (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 analysts’ expectations of $6.39 billion. During the same quarter in the prior year, the business posted $1.04 EPS. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. On average, equities analysts predict that The Charles Schwab Corporation will post 6.25 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. Shareholders of record on Friday, May 8th were paid a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.3%. 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.