DNB Asset Management AS Increases Stock Position in The Charles Schwab Corporation $SCHW

DNB Asset Management AS raised its stake in The Charles Schwab Corporation (NYSE:SCHW) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 344,628 shares of the financial services provider’s stock after acquiring an additional 8,757 shares during the quarter. DNB Asset Management AS’s holdings in Charles Schwab were worth $34,432,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Dogwood Wealth Management LLC lifted its position in shares of Charles Schwab by 99.2% in the fourth 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 in the last quarter. Piscataqua Savings Bank acquired a new stake in Charles Schwab during the fourth quarter worth approximately $26,000. GoalVest Advisory LLC acquired a new stake in Charles Schwab during the fourth quarter worth approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in Charles Schwab during the fourth quarter worth approximately $29,000. Finally, Optima Capital LLC acquired a new stake in Charles Schwab during the fourth quarter worth approximately $30,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab News Summary

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

• Positive Sentiment: Barclays lifted its price target on Charles Schwab (SCHW) to $127 from $117 and reiterated an Overweight rating after the company’s fiscal 2026 revenue and expense guidance topped expectations. Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations
• Positive Sentiment: Schwab raised its 2026 outlook and said it expects mid-teen EPS growth over time, supported by client growth, platform monetization, and balance-sheet flexibility. SCHW Ups 2026 Outlook, Targets Mid-Teen EPS Growth Through the Cycle
• Positive Sentiment: The company highlighted strong operating trends, including record daily average trades and record client margin loan balances in April, reinforcing the view that retail activity remains healthy. Charles Schwab daily average trades, client margin loan balances reach records in April
• Positive Sentiment: Schwab also unveiled AI initiatives and a crypto rollout aimed at broadening engagement and improving efficiency, which could support longer-term growth and margins. Schwab Crypto Launch Tests Client Engagement And Revenue Mix For Charles Schwab

Insider Buying and Selling at Charles Schwab

In other news, insider Paul V. Woolway sold 15,884 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the transaction, the insider owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. This trade represents a 30.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their position. 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 quarter, insiders sold 126,924 shares of company stock worth $12,268,634. 6.30% of the stock is currently owned by insiders.

Charles Schwab Stock Performance

NYSE:SCHW opened at $90.87 on Friday. The firm’s 50 day moving average is $93.01 and its two-hundred day moving average is $95.96. The Charles Schwab Corporation has a fifty-two week low of $85.76 and a fifty-two week high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The company has a market cap of $158.04 billion, a P/E ratio of 18.03, a P/E/G ratio of 0.71 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last issued 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. 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 the consensus estimate of $6.39 billion. During the same quarter last year, the firm posted $1.04 EPS. The business’s revenue for the quarter 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 6.01 EPS for the current year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on SCHW. Piper Sandler raised their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday. UBS Group decreased their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price on the stock. Jefferies Financial Group cut their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. Finally, Barclays increased their price target on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $114.24.

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.