The Charles Schwab Corporation $SCHW Shares Purchased by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd boosted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 11.3% during the first quarter, HoldingsChannel reports. The institutional investor owned 518,184 shares of the financial services provider’s stock after buying an additional 52,771 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Charles Schwab were worth $48,222,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Spartan Wealth Advisory Services LLC purchased a new stake in Charles Schwab during the 1st quarter worth approximately $241,000. Arjuna Capital lifted its position in shares of Charles Schwab by 6.6% in the first quarter. Arjuna Capital now owns 19,353 shares of the financial services provider’s stock valued at $1,819,000 after acquiring an additional 1,191 shares in the last quarter. Ascent Wealth Partners LLC lifted its position in shares of Charles Schwab by 5.7% in the first quarter. Ascent Wealth Partners LLC now owns 25,625 shares of the financial services provider’s stock valued at $2,408,000 after acquiring an additional 1,377 shares in the last quarter. Kinsale Capital Group Inc. boosted its stake in shares of Charles Schwab by 4.1% in the first quarter. Kinsale Capital Group Inc. now owns 150,470 shares of the financial services provider’s stock worth $14,141,000 after acquiring an additional 5,960 shares during the last quarter. Finally, Quadrant Private Wealth Management LLC boosted its stake in shares of Charles Schwab by 680.9% in the first quarter. Quadrant Private Wealth Management LLC now owns 47,558 shares of the financial services provider’s stock worth $4,469,000 after acquiring an additional 41,468 shares during the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Price Performance

SCHW stock opened at $101.66 on Friday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The business has a 50 day simple moving average of $92.77 and a 200-day simple moving average of $95.36. The firm has a market capitalization 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 Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter last year, the firm earned $1.04 earnings per share. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. Equities research analysts anticipate that The Charles Schwab Corporation will post 6.25 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is presently 25.40%.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Morgan Stanley increased their price objective on Charles Schwab from $125.00 to $133.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. Argus set a $108.00 target price on shares of Charles Schwab in a research note on Monday, April 20th. JPMorgan Chase & Co. upped their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Piper Sandler increased their target price on shares of Charles Schwab from $105.00 to $112.00 and gave the company a “neutral” rating in a research report on Wednesday. Finally, Raymond James Financial raised their price target on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab currently has an average rating of “Moderate Buy” and an average price target of $117.50.

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 Buying and Selling at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $100.01, for a total transaction of $200,020.00. Following the transaction, the insider owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. The trade was a 12.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the company’s 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 completion of the sale, the director directly owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 6,520 shares of company stock valued at $622,392. 6.30% of the stock is owned by company 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.