Catalyst Funds Management Pty Ltd Acquires 7,800 Shares of The Charles Schwab Corporation $SCHW

Catalyst Funds Management Pty Ltd boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 139.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 13,400 shares of the financial services provider’s stock after purchasing an additional 7,800 shares during the period. Catalyst Funds Management Pty Ltd’s holdings in Charles Schwab were worth $1,339,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Souders Financial Advisors raised its position in Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after acquiring an additional 98 shares in the last quarter. Lantz Financial LLC raised its position in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after acquiring an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC raised its position in Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after acquiring an additional 105 shares in the last quarter. JFS Wealth Advisors LLC raised its position in Charles Schwab by 0.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after acquiring an additional 107 shares in the last quarter. Finally, FSM Wealth Advisors LLC raised its position in shares of Charles Schwab by 4.1% in the fourth quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock valued at $269,000 after purchasing an additional 107 shares during the period. Institutional investors own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction on 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 sale, the insider owned 57,972 shares in the company, valued at approximately $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 SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction 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 completion of the sale, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. The trade was a 21.00% decrease in their position. 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 126,924 shares of company stock worth $12,268,634. Insiders own 6.30% of the company’s stock.

Charles Schwab Trading Down 0.2%

Shares of Charles Schwab stock opened at $90.26 on Friday. The company’s fifty day simple moving average is $92.69 and its 200-day simple moving average is $95.84. The company has a market cap of $156.97 billion, a price-to-earnings ratio of 17.91, a PEG ratio of 0.63 and a beta of 0.80. 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 Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50.

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, topping the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. Charles Schwab’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the company posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts expect that The Charles Schwab Corporation will post 6.12 EPS 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 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 presently 25.40%.

Charles Schwab News Summary

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on SCHW shares. Truist Financial dropped their price target on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Piper Sandler lifted their price target on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday, May 15th. UBS Group dropped their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Finally, Jefferies Financial Group dropped their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Charles Schwab 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.