The Charles Schwab Corporation $SCHW is Barr E S & Co.’s 9th Largest Position

Barr E S & Co. reduced its position in The Charles Schwab Corporation (NYSE:SCHW) by 0.9% in the 4th quarter, Holdings Channel reports. The firm owned 756,888 shares of the financial services provider’s stock after selling 6,812 shares during the period. Charles Schwab makes up 3.9% of Barr E S & Co.’s holdings, making the stock its 9th biggest holding. Barr E S & Co.’s holdings in Charles Schwab were worth $75,621,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Souders Financial Advisors raised its position in Charles Schwab by 2.3% during the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after buying an additional 98 shares during the last quarter. Lantz Financial LLC raised its position in Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after buying an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC raised its position in Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after buying an additional 105 shares during the last quarter. JFS Wealth Advisors LLC raised its position in Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after buying an additional 107 shares during the last quarter. Finally, FSM Wealth Advisors LLC raised its position in Charles Schwab by 4.1% during the 4th quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock worth $269,000 after buying an additional 107 shares during the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Stock Performance

Shares of SCHW opened at $90.87 on Friday. The company has a 50-day simple moving average of $93.01 and a 200-day simple moving average of $95.96. 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 capitalization of $158.04 billion, a PE ratio of 18.03, a P/E/G ratio of 0.71 and a beta of 0.80. The Charles Schwab Corporation has a 52-week low of $85.76 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW) last announced 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. The business had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business’s revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts predict that The Charles Schwab Corporation will post 6.01 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s payout ratio is currently 25.40%.

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 Transactions at Charles Schwab

In related news, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the completion of the transaction, the insider directly owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This represents a 41.60% 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. In the last ninety days, insiders sold 126,924 shares of company stock valued at $12,268,634. Company insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of analyst reports. Truist Financial cut 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 report on Wednesday, April 1st. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Piper Sandler increased their target price on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 target price on shares of Charles Schwab in a research note on Friday. Finally, Argus set a $108.00 target price on Charles Schwab in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus price target of $114.24.

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.