71 West Capital Partners Invests $632,000 in The Charles Schwab Corporation $SCHW

71 West Capital Partners bought a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 6,322 shares of the financial services provider’s stock, valued at approximately $632,000.

Several other large investors also recently modified their holdings of SCHW. Brookwood Investment Group LLC boosted its stake in Charles Schwab by 192.6% in the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock valued at $1,222,000 after buying an additional 8,054 shares in the last quarter. King Luther Capital Management Corp boosted its stake in Charles Schwab by 34.4% in the third quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after buying an additional 75,820 shares in the last quarter. Juno Financial Group LLC acquired a new stake in Charles Schwab in the fourth quarter valued at about $2,591,000. Swiss Life Asset Management Ltd raised its position in Charles Schwab by 4.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock valued at $40,681,000 after purchasing an additional 16,482 shares during the last quarter. Finally, Nordea Investment Management AB raised its position in Charles Schwab by 13.0% in the fourth quarter. Nordea Investment Management AB now owns 3,437,222 shares of the financial services provider’s stock valued at $344,410,000 after purchasing an additional 396,358 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have commented on SCHW. Piper Sandler increased their target price on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $128.00 target price on shares of Charles Schwab in a research report on Friday, May 15th. Raymond James Financial increased their target price on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. UBS Group dropped their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Finally, Keefe, Bruyette & Woods began coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Charles Schwab News Roundup

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

• Positive Sentiment: May client assets rose to $13.14 trillion, while core net new assets jumped 43% and new brokerage accounts increased, signaling healthy demand and stronger asset inflows. Schwab Stock Gains 2.7% as Client Assets, NNA Surge in May
• Positive Sentiment: Another update noted core net new assets rose 49% year over year in May, reinforcing the view that Schwab’s growth engine is recovering. Charles Schwab’s core net new assets rise 49% Y/Y in May
• Positive Sentiment: Analyst commentary continues to frame SCHW as an attractive value stock, which may be helping sentiment around the shares. Here’s Why The Charles Schwab (SCHW) Is One of the Best Bargain Stocks to Buy in June
• Neutral Sentiment: Charles Schwab’s Liz Ann Sonders appeared in a CNBC interview, but the item is media coverage rather than a material company update. Watch CNBC’s full interview with Neuberger Berman’s Jeff Blazek and Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Reports that Schwab is expanding office space in Maitland, Florida point to ongoing investment in operations, but the stock impact is likely limited in the near term. Charles Schwab Keeps Gobbling Up Maitland Campus in Big Orlando Expansion Play
• Neutral Sentiment: Schwab is also preparing expansion plans in Maitland, which suggests continued growth investment but does not directly change earnings expectations right away. Charles Schwab preps expansion plans in Maitland
• Negative Sentiment: One valuation-focused article noted the stock’s recent momentum has cooled and that SCHW remains down year to date, which may temper some enthusiasm despite the recent bounce. Charles Schwab (SCHW) Stock Valuation Check After Recent Momentum Cooldown

Charles Schwab Price Performance

Shares of SCHW opened at $90.94 on Tuesday. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50. 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 company has a market capitalization of $158.16 billion, a price-to-earnings ratio of 18.04, a price-to-earnings-growth ratio of 0.86 and a beta of 0.78. The business has a 50-day moving average of $90.99 and a 200-day moving average of $95.29.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same period last year, the company earned $1.04 earnings per share. The firm’s revenue 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. As a group, equities research analysts anticipate that The Charles Schwab Corporation will post 6.13 earnings per share for the current year.

Charles Schwab Dividend Announcement

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

Insider Transactions at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction dated 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 directly owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,942 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total value of $778,316.00. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,926,868. This trade represents a 21.01% 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. Insiders sold 59,700 shares of company stock worth $5,889,131 over the last ninety days. 6.30% of the stock is owned by insiders.

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.