Clearbridge Investments LLC Sells 249,357 Shares of The Charles Schwab Corporation $SCHW

Clearbridge Investments LLC lessened its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 5.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,372,698 shares of the financial services provider’s stock after selling 249,357 shares during the quarter. Clearbridge Investments LLC’s holdings in Charles Schwab were worth $436,876,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Syon Capital LLC lifted its position in shares of Charles Schwab by 28.8% during the 4th quarter. Syon Capital LLC now owns 12,600 shares of the financial services provider’s stock worth $1,259,000 after buying an additional 2,820 shares during the period. Capital Research Global Investors bought a new position in shares of Charles Schwab during the 4th quarter worth approximately $33,015,000. Capital International Inc. CA bought a new position in shares of Charles Schwab during the 4th quarter worth approximately $2,717,000. Capital International Investors lifted its position in shares of Charles Schwab by 78.3% during the 4th quarter. Capital International Investors now owns 2,524,075 shares of the financial services provider’s stock worth $252,180,000 after buying an additional 1,108,291 shares during the period. Finally, Cookson Peirce & Co. Inc. lifted its position in shares of Charles Schwab by 16.1% during the 4th quarter. Cookson Peirce & Co. Inc. now owns 17,795 shares of the financial services provider’s stock worth $1,778,000 after buying an additional 2,471 shares during the period. Institutional investors own 84.38% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Schwab unveiled 24/7 cryptocurrency futures trading on thinkorswim, a move that could attract more active traders, increase platform usage, and support trading revenue. Charles Schwab Launches 24/7 Bitcoin Futures Trading on thinkorswim
• Positive Sentiment: The company was highlighted as a high-ROE “cash cow” in a market screen, reinforcing Schwab’s profitability and financial strength during a volatile macro backdrop. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
• Neutral Sentiment: Schwab was included in a value-stock comparison with Interactive Brokers, which may keep attention on its valuation but does not by itself change fundamentals. SCHW or IBKR: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Articles about Robinhood, Webull, and Fidelity benefiting from SpaceX IPO access and FINRA’s removal of the PDT rule are more directly tied to rivals, but they underscore a more active retail trading environment that could also support Schwab’s brokerage business. SpaceX IPO Access Could Fuel Robinhood’s Next Growth Phase
• Negative Sentiment: No major negative company-specific catalyst was reported, but Schwab’s name was part of a competitive brokerage backdrop that may limit enthusiasm if rivals capture more of the headline-driven trading activity. HOOD, Webull & Other Brokerages Gain as FINRA Eliminates PDT Rule

Analysts Set New Price Targets

Several equities analysts recently commented on SCHW shares. TD Cowen raised their target price on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Jefferies Financial Group cut their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. JPMorgan Chase & Co. raised their target price on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Raymond James Financial raised their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Finally, Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Insider Buying and Selling at Charles Schwab

In other news, insider Paul V. Woolway sold 7,942 shares of Charles Schwab stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total value of $778,316.00. Following the completion of the sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,926,868. This trade represents a 21.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value 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 trade represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is currently owned by insiders.

Charles Schwab Trading Up 1.0%

Shares of SCHW opened at $88.88 on Friday. The stock has a fifty day moving average price of $91.46 and a two-hundred day moving average price of $95.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The company has a market cap of $154.57 billion, a price-to-earnings ratio of 17.63, a PEG ratio of 0.84 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data 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. 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 the consensus estimate of $6.39 billion. During the same quarter in the previous year, the company posted $1.04 EPS. The business’s revenue for the quarter 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. Analysts predict that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were given a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s payout ratio is presently 25.40%.

About Charles Schwab

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.