Cypress Capital LLC Has $2.90 Million Holdings in The Charles Schwab Corporation $SCHW

Cypress Capital LLC grew its stake in The Charles Schwab Corporation (NYSE:SCHW) by 64.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 29,070 shares of the financial services provider’s stock after buying an additional 11,378 shares during the quarter. Charles Schwab accounts for 0.8% of Cypress Capital LLC’s holdings, making the stock its 23rd biggest position. Cypress Capital LLC’s holdings in Charles Schwab were worth $2,904,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHW. Brighton Jones LLC boosted its holdings in shares of Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after buying an additional 19,195 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares during the period. United Bank boosted its holdings in shares of Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after buying an additional 1,070 shares during the period. Nebula Research & Development LLC acquired a new position in shares of Charles Schwab in the second quarter valued at approximately $552,000. Finally, Main Street Financial Solutions LLC boosted its holdings in shares of Charles Schwab by 4.7% in the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock valued at $623,000 after buying an additional 305 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on SCHW. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective on the stock. Morgan Stanley cut their price objective on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Barclays boosted their price objective on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Truist Financial cut their price objective 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. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Charles Schwab Stock Performance

NYSE SCHW opened at $90.06 on Thursday. 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’s fifty day moving average price is $92.80 and its two-hundred day moving average price is $95.91. The Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50. The firm has a market capitalization of $156.63 billion, a P/E ratio of 17.87, a price-to-earnings-growth ratio of 0.64 and a beta of 0.80.

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, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same period in the prior year, the firm posted $1.04 earnings per share. The company’s quarterly revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 6.09 EPS for the current year.

Charles Schwab Announces Dividend

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

Charles Schwab News Summary

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

• Positive Sentiment: Schwab released its Q2 2026 Retail Client Sentiment Report, showing clients are more bearish on U.S. stocks but still confident in their investing approach and long-term goals, reinforcing Schwab’s role as a trusted, high-engagement broker. Schwab Q2 Retail Client Sentiment Report
• Positive Sentiment: Management continues promoting Schwab’s client-first strategy, low-cost investing, and financial education efforts, which can support long-term customer acquisition and retention. Charles Schwab CEO Rick Wurster on The Power of Investing and Expanding Access
• Positive Sentiment: Schwab’s new generative AI “Portfolio Insights” tool highlights product innovation and could improve the retail investing experience by delivering more personalized guidance at scale. Is Charles Schwab (SCHW) Using AI Tools To Redefine Its Retail Investor Value Proposition?
• Neutral Sentiment: Analysts continue to rate the stock “Moderate Buy,” which suggests Wall Street remains broadly constructive, but not aggressively bullish. The Charles Schwab Corporation Receives Consensus Recommendation of Moderate Buy from Analysts
• Neutral Sentiment: Several items are more informational than market-moving, including Schwab’s comparison versus MarketAxess, its role in a mobile-trading trend discussion, and the Charles Schwab Challenge trophy announcement. SCHW vs. MKTX: Which Stock Is the Better Value Option? Mobile Trading Is Reshaping Retail Markets: TSC Infinity is the App Built for It 2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler
• Negative Sentiment: Schwab’s own sentiment survey showed investors are increasingly bearish on the U.S. stock market, with geopolitical and macroeconomic concerns weighing on retail confidence and potentially trading activity. Schwab Q2 Retail Client Sentiment Report
• Negative Sentiment: Broader headlines about new T+1 settlement rules and a private-market investing controversy are not directly about Schwab’s fundamentals, but they add to the market’s uncertainty around trading behavior and investor risk appetite. Schwab flagged new T+1 settlement rules that impact stock trades Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider directly owned 10,470 shares in the company, valued at $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the sale, the director owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 126,924 shares of company stock valued at $12,268,634. 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.