Lombard Odier Asset Management Switzerland SA Has $4.85 Million Holdings in The Charles Schwab Corporation $SCHW

Lombard Odier Asset Management Switzerland SA lessened its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 14.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 48,534 shares of the financial services provider’s stock after selling 8,500 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in Charles Schwab were worth $4,849,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Souders Financial Advisors lifted its stake in shares of Charles Schwab by 2.3% in the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after acquiring an additional 98 shares during the period. Lantz Financial LLC lifted its stake in shares of Charles Schwab by 3.1% in the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after acquiring an additional 99 shares during the period. Roberts Wealth Advisors LLC lifted its stake in shares of Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after acquiring an additional 105 shares during the period. Essex Financial Services Inc. lifted its stake in shares of Charles Schwab by 0.8% in the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after acquiring an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC lifted its stake in shares of Charles Schwab by 0.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after acquiring an additional 107 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Charles Schwab Price Performance

Shares of SCHW opened at $93.57 on Wednesday. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The business’s 50 day moving average price is $90.98 and its two-hundred day moving average price is $95.30. The firm has a market cap of $162.73 billion, a PE ratio of 18.57, a price-to-earnings-growth ratio of 0.86 and a beta of 0.78.

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 the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company’s revenue was up 15.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts anticipate that The Charles Schwab Corporation will post 6.13 EPS for the current year.

Charles Schwab Announces Dividend

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

Insider Activity

In other news, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This trade represents a 21.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the sale, the insider 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 59,700 shares of company stock worth $5,889,131 in the last three months. Company insiders own 6.30% of the company’s stock.

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

A number of research firms recently commented on SCHW. Piper Sandler lifted their price objective on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. Raymond James Financial boosted their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a report on Friday, May 15th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 target price on shares of Charles Schwab in a report on Friday, May 15th. Jefferies Financial Group dropped their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

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.