The Charles Schwab Corporation $SCHW Shares Purchased by Markel Group Inc.

Markel Group Inc. grew its position in The Charles Schwab Corporation (NYSE:SCHW) by 0.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,375,800 shares of the financial services provider’s stock after acquiring an additional 11,000 shares during the quarter. Charles Schwab comprises about 1.1% of Markel Group Inc.’s holdings, making the stock its 29th largest position. Markel Group Inc.’s holdings in Charles Schwab were worth $137,456,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of SCHW. First National Trust Co lifted its position in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock worth $8,518,000 after acquiring an additional 40,257 shares in the last quarter. Brookwood Investment Group LLC lifted its position in Charles Schwab by 192.6% during the 4th quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after acquiring an additional 8,054 shares in the last quarter. AE Wealth Management LLC lifted its position in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after acquiring an additional 56,609 shares in the last quarter. Optimize Financial Inc acquired a new position in Charles Schwab during the 3rd quarter worth approximately $467,000. Finally, King Luther Capital Management Corp lifted its position in Charles Schwab by 34.4% during the 3rd quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock worth $28,298,000 after acquiring an additional 75,820 shares in the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Charles Schwab

In related news, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,986,600. This represents a 21.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 10,108 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, the insider directly owned 10,470 shares in the company, valued at approximately $990,462. This represents a 49.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 126,924 shares of company stock valued at $12,268,634. 6.30% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

SCHW has been the topic of several recent research reports. Jefferies Financial Group reduced their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. Argus set a $108.00 price target on Charles Schwab in a research report on Monday, April 20th. UBS Group cut their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Truist Financial cut their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Finally, Raymond James Financial upped 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. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Charles Schwab Stock Performance

SCHW stock opened at $90.26 on Friday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm has a market cap of $156.97 billion, a P/E ratio of 17.91, a P/E/G ratio of 0.63 and a beta of 0.80. The Charles Schwab Corporation has a 12-month low of $85.76 and a 12-month high of $107.50. The stock’s 50 day simple moving average is $92.69 and its 200 day simple moving average is $95.84.

Charles Schwab (NYSE:SCHW) last posted 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 business 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 business’s revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts predict that The Charles Schwab Corporation will post 6.11 EPS for the current year.

Charles Schwab Dividend Announcement

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

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Wall Street analysts are highlighting a consensus price target that implies about 27.6% upside for Schwab, with recent estimate revisions and a higher target from Piper Sandler to $105 citing revenue upside from improving net interest margin (NIM). Wall Street Analysts Predict a 27.59% Upside in Charles Schwab (SCHW): Here’s What You Should Know
• Positive Sentiment: Schwab said it raised $2.2 billion through senior notes, giving the company additional funding flexibility and reinforcing capital-market access. Charles Schwab Raises $2.2 Billion Through Senior Notes
• Positive Sentiment: Charles Schwab was recognized by U.S. News & World Report as the Best Investing Platform Overall for the fourth straight year, with additional awards for trading categories. That supports the company’s brand and competitive positioning. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
• Neutral Sentiment: Some media coverage focused on Schwab’s economist commentary and a market benchmark article, but these items appear more informational than stock-moving. The US is in a ‘vibepression,’ but markets and the economy will keep rallying, Schwab economist says
• Negative Sentiment: Separate commentary noted that Schwab clients are turning more bearish on stocks amid broader economic gloom, which could signal softer retail sentiment if it persists. Schwab clients turn bearish on stocks as broader economic gloom persists despite good news

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.