The Charles Schwab Corporation $SCHW is Kinsale Capital Group Inc.’s 10th Largest Position

Kinsale Capital Group Inc. grew its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 4.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 150,470 shares of the financial services provider’s stock after acquiring an additional 5,960 shares during the period. Charles Schwab accounts for approximately 2.3% of Kinsale Capital Group Inc.’s holdings, making the stock its 10th largest holding. Kinsale Capital Group Inc.’s holdings in Charles Schwab were worth $14,141,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Brookwood Investment Group LLC boosted its stake in shares of Charles Schwab by 192.6% during 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 purchasing an additional 8,054 shares during the period. Juno Financial Group LLC bought a new position in shares of Charles Schwab in the fourth quarter worth approximately $2,591,000. Geode Capital Management LLC increased its stake in shares of Charles Schwab by 0.3% in the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after buying an additional 98,242 shares during the period. Swiss Life Asset Management Ltd increased its stake in shares of 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 worth $40,681,000 after buying an additional 16,482 shares during the period. Finally, Nordea Investment Management AB raised its holdings in Charles Schwab by 13.0% during the 4th quarter. Nordea Investment Management AB now owns 3,437,222 shares of the financial services provider’s stock valued at $344,410,000 after buying an additional 396,358 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on SCHW shares. Raymond James Financial increased their price target on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. Piper Sandler increased their price target on shares of Charles Schwab from $105.00 to $112.00 and gave the stock a “neutral” rating in a research note on Wednesday. TD Cowen raised their price objective on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Zacks Research upgraded shares of Charles Schwab from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 9th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a research note on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $117.50.

Charles Schwab Stock Down 1.1%

SCHW stock opened at $101.66 on Friday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. 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 firm has a market cap of $176.79 billion, a PE ratio of 20.17, a price-to-earnings-growth ratio of 0.85 and a beta of 0.77. The business has a 50 day moving average of $92.77 and a 200 day moving average of $95.36.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data 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 return on equity of 23.05% and a net margin of 37.99%.The business had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter in the previous year, the business earned $1.04 earnings per share. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. On average, research analysts forecast that The Charles Schwab Corporation will post 6.25 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently declared 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. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Erste Group Bank raised its FY2026 earnings estimate for Charles Schwab to $6.34 per share from $6.16 and boosted FY2027 EPS to $7.64, signaling stronger profit expectations than the current consensus. Charles Schwab estimates update
• Positive Sentiment: Multiple recent articles say SCHW is drawing attention as investors look ahead to its June-quarter results, with rising earnings optimism and valuation commentary suggesting the shares may still have upside. Analyst revisions and earnings preview
• Neutral Sentiment: Schwab strategist Liz Ann Sonders discussed rebalancing, sector rotation, and semiconductor positioning; while useful market commentary, it does not directly change Schwab’s fundamentals. Liz Ann Sonders interview
• Neutral Sentiment: Schwab’s annual RIA survey highlighted ongoing challenges around organic growth and hiring, which is informative for the wealth-management business but not an immediate stock catalyst. RIA benchmarking survey

Insider Activity

In related news, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $100.01, for a total value of $200,020.00. Following the transaction, the insider owned 13,738 shares in the company, valued at $1,373,937.38. The trade was a 12.71% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 the stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the sale, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,520 shares of company stock valued at $622,392. 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.