Orange Investment Advisors Inc. Decreases Stock Holdings in The Charles Schwab Corporation $SCHW

Orange Investment Advisors Inc. reduced its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 16.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 50,545 shares of the financial services provider’s stock after selling 10,253 shares during the quarter. Orange Investment Advisors Inc.’s holdings in Charles Schwab were worth $4,750,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC lifted its stake in Charles Schwab by 99.2% in 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 during the period. Piscataqua Savings Bank bought a new stake in Charles Schwab in the fourth quarter valued at $26,000. GoalVest Advisory LLC purchased a new position in Charles Schwab during the 4th quarter valued at $28,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab during the 4th quarter valued at $29,000. Finally, Optima Capital LLC bought a new position in Charles Schwab in the 4th quarter worth $30,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity

In related news, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction that occurred on Tuesday, April 14th. The stock was 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 owned 57,972 shares of the company’s stock, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 Charles Schwab stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 59,700 shares of company stock worth $5,889,131. Insiders own 6.30% of the company’s stock.

Charles Schwab Stock Down 0.3%

NYSE:SCHW opened at $90.37 on Monday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The firm’s 50-day moving average price is $90.26 and its 200-day moving average price is $95.21. The company has a market capitalization of $157.17 billion, a PE ratio of 17.93, a P/E/G ratio of 0.83 and a beta of 0.78. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (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 company had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same period last year, the company posted $1.04 EPS. Charles Schwab’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts predict that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

Charles Schwab News Roundup

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

• Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
• Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
• Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on SCHW shares. Raymond James Financial raised their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Piper Sandler raised their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a report on Friday, May 15th. Keefe, Bruyette & Woods began coverage on Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective on the stock. Jefferies Financial Group reduced their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, Barclays increased their target price on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $116.00.

Charles Schwab Company 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.