7,154 Shares in The Charles Schwab Corporation $SCHW Bought by One Way Holdings LLC

One Way Holdings LLC bought a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) during the third quarter, HoldingsChannel reports. The fund bought 7,154 shares of the financial services provider’s stock, valued at approximately $699,000.

Several other institutional investors also recently modified their holdings of the stock. Bank of New York Mellon Corp lifted its stake in shares of Charles Schwab by 22.9% in the 1st quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider’s stock valued at $1,518,913,000 after acquiring an additional 3,009,884 shares during the last quarter. Bank of America Corp DE grew its position in Charles Schwab by 3.5% during the 1st quarter. Bank of America Corp DE now owns 15,623,030 shares of the financial services provider’s stock worth $1,468,252,000 after acquiring an additional 530,191 shares during the last quarter. Flossbach Von Storch SE bought a new stake in Charles Schwab during the 2nd quarter worth $987,930,000. Dimensional Fund Advisors LP grew its position in Charles Schwab by 1.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,742,934 shares of the financial services provider’s stock worth $539,705,000 after acquiring an additional 60,979 shares during the last quarter. Finally, Provident Trust Co. increased its holdings in Charles Schwab by 0.4% in the 2nd quarter. Provident Trust Co. now owns 3,716,441 shares of the financial services provider’s stock worth $342,916,000 after purchasing an additional 13,616 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $88.70 on Tuesday. The firm has a market cap of $153.39 billion, a PE ratio of 15.14, a price-to-earnings-growth ratio of 0.79 and a beta of 0.79. The firm’s fifty day moving average is $100.05 and its 200-day moving average is $97.60. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. The Charles Schwab Corporation has a 52 week low of $83.96 and a 52 week high of $114.53.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, topping the consensus estimate of $1.66 by $0.03. The company had revenue of $7.17 billion for the quarter, compared to analysts’ expectations of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. Charles Schwab’s revenue for the quarter was up 16.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.31 earnings per share. Sell-side analysts predict that The Charles Schwab Corporation will post 6.41 earnings per share for the current year.

Charles Schwab Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s payout ratio is presently 21.84%.

Insider Transactions at Charles Schwab

In other news, Chairman Walter W. Bettinger sold 74,388 shares of the firm’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $110.91, for a total transaction of $8,250,373.08. Following the completion of the transaction, the chairman directly owned 610,360 shares in the company, valued at $67,695,027.60. This trade represents a 10.86% 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. Also, insider Dennis Howard sold 2,198 shares of Charles Schwab stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $110.00, for a total value of $241,780.00. Following the completion of the transaction, the insider directly owned 6,980 shares in the company, valued at approximately $767,800. This represents a 23.95% 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. In the last three months, insiders have sold 285,734 shares of company stock worth $32,073,309. 6.30% of the stock is currently owned by insiders.

Charles Schwab News Summary

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

• Positive Sentiment: A recent analysis described SCHW as potentially undervalued based on its returns, supporting the view that the stock’s pullback may offer an attractive entry point for long-term investors. Charles Schwab Stock Could Be a Bargain Based on Returns
• Positive Sentiment: Charles Schwab’s fourth-quarter retail sentiment report highlighted substantial scale, including $13.33 trillion in client assets, 48.6 million accounts and 10.7 million average daily trades in the third quarter. Continued confidence among clients in achieving their financial goals could help support asset gathering despite weaker market sentiment. Schwab Q4 Retail Client Sentiment Report
• Positive Sentiment: The Charles Schwab Cup Championship will move to Papago Golf Club in 2027. The sponsorship and tournament exposure provide ongoing brand visibility, though the financial effect on SCHW is likely modest relative to brokerage and banking results. Charles Schwab Cup Championship Moves to Papago Golf Club
• Neutral Sentiment: Reports on the 36-player Charles Schwab Cup Championship field, including Bernhard Langer’s absence and Darren Fichardt’s qualification, are primarily sponsorship and brand news rather than material earnings catalysts. Charles Schwab Cup Championship Field Set
• Neutral Sentiment: Reports that JPMorgan Chase and Charles Schwab are restricting personal artificial-intelligence agents reflect increased cybersecurity and compliance controls. The measures may reduce operational risk but could also limit some automation benefits. JPMorgan Chase and Charles Schwab Restrict Personal AI Agents
• Negative Sentiment: Retail investors turned net bearish on the U.S. stock market in the latest quarter. A more defensive client base could weigh on equity trading activity and transaction-related revenue, although high confidence in long-term financial goals provides an offset. Schwab Retail Client Sentiment Report
• Negative Sentiment: Ten-year Treasury yields above 5% could intensify competition for customer cash and deposits. Higher rates may benefit Schwab’s interest income, but they can also pressure client cash balances and net interest margins. 10-Year Treasury Yields Top 5 Percent

Wall Street Analyst Weigh In

Several research firms have commented on SCHW. Deutsche Bank Aktiengesellschaft set a $125.00 target price on Charles Schwab and gave the company a “buy” rating in a research report on Friday, October 16th. Zacks Research lowered Charles Schwab from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Barclays reduced their price target on Charles Schwab from $118.00 to $115.00 and set an “overweight” rating on the stock in a report on Friday, October 16th. Rothschild & Co Redburn upped their price objective on Charles Schwab from $114.00 to $120.00 and gave the company a “neutral” rating in a research note on Monday, September 21st. Finally, Wolfe Research reiterated an “outperform” rating and issued a $127.00 price objective (up from $123.00) on shares of Charles Schwab in a report on Tuesday, July 21st. Eighteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $119.91.

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.