Siemens Fonds Invest GmbH Grows Position in The Charles Schwab Corporation $SCHW

Siemens Fonds Invest GmbH boosted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 11.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 66,802 shares of the financial services provider’s stock after purchasing an additional 6,601 shares during the period. Siemens Fonds Invest GmbH’s holdings in Charles Schwab were worth $6,717,000 at the end of the most recent reporting period.

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

Charles Schwab Price Performance

Charles Schwab stock opened at $93.57 on Wednesday. The company’s fifty day moving average price is $90.98 and its 200 day moving average price is $95.30. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50. The stock has a market capitalization of $162.73 billion, a P/E ratio of 18.57, a P/E/G ratio of 0.86 and a beta of 0.78. 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 posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. The company had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm’s revenue for the quarter was up 15.8% on a year-over-year basis. 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, equities research analysts anticipate that The Charles Schwab Corporation will post 6.13 earnings per share 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 given a dividend of $0.32 per share. The ex-dividend date was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Charles Schwab News Roundup

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

• Positive Sentiment: May operating data showed strong momentum, with client assets reaching a record $13.14 trillion, core net new assets jumping 43% year over year, and new brokerage accounts continuing to climb. Schwab Stock Gains 2.7% as Client Assets, NNA Surge in May
• Positive Sentiment: Another update said Charles Schwab’s core net new assets rose 49% year over year in May, reinforcing the idea that the firm is still attracting fresh client money. Charles Schwab’s core net new assets rise 49% Y/Y in May
• Positive Sentiment: Investor commentary also highlighted an all-time record in Schwab’s most important growth metric, suggesting continued fundamental strength and supporting the stock’s recent rebound. Charles Schwab’s Most Important Growth Metric Just Set An All-Time Record
• Neutral Sentiment: Coverage featuring Schwab strategist Liz Ann Sonders likely reflects ongoing investor attention to the company’s market views, but it did not include a clear company-specific catalyst. Watch CNBC’s full interview with Neuberger Berman’s Jeff Blazek and Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Reports about Schwab expanding its Maitland, Florida campus suggest continued investment in operations, but the near-term stock impact is likely limited. Charles Schwab preps expansion plans in Maitland
• Neutral Sentiment: A broader industry piece on training financial advisors may be relevant to Schwab’s wealth-management business, but it does not indicate a direct earnings or guidance change. Recruiting Experienced Financial Advisors Is Expensive. Now More Wealth Firms Are Investing in Training.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Piper Sandler lifted their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, May 15th. Barclays lifted their price objective on shares of Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a research note on Friday, May 15th. TD Cowen lifted their price objective on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Finally, Truist Financial decreased their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 7,942 shares of the company’s stock in a transaction on Tuesday, April 14th. The shares were 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 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 on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 59,700 shares of company stock worth $5,889,131. Company insiders own 6.30% of the company’s stock.

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.