Orange Investment Advisors Inc. Sells 6,014 Shares of The Charles Schwab Corporation $SCHW

Orange Investment Advisors Inc. decreased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 9.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 60,798 shares of the financial services provider’s stock after selling 6,014 shares during the period. Orange Investment Advisors Inc.’s holdings in Charles Schwab were worth $6,074,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. First National Trust Co lifted its stake in Charles Schwab by 82.2% in the third 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 during the period. Brookwood Investment Group LLC raised its holdings in Charles Schwab by 192.6% in the 4th quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after purchasing an additional 8,054 shares in the last quarter. AE Wealth Management LLC lifted its position in shares of Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after purchasing an additional 56,609 shares during the period. Optimize Financial Inc purchased a new position in shares of Charles Schwab during the third quarter valued at about $467,000. Finally, King Luther Capital Management Corp raised its stake in Charles Schwab by 34.4% in the third quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock worth $28,298,000 after buying an additional 75,820 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Performance

SCHW stock opened at $90.41 on Friday. The Charles Schwab Corporation has a twelve month low of $85.76 and a twelve month high of $107.50. The firm has a market cap of $157.23 billion, a price-to-earnings ratio of 17.94, a PEG ratio of 0.63 and a beta of 0.80. The business’s fifty day simple moving average is $92.74 and its two-hundred day simple moving average is $95.88. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. The firm had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business’s revenue was up 15.8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts predict that The Charles Schwab Corporation will post 6.1 earnings per share for the current year.

Charles Schwab Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is 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: Charles Schwab raised $2.2 billion through senior notes, improving financial flexibility and potentially supporting future growth. Charles Schwab Raises $2.2 Billion Through Senior Notes
• Positive Sentiment: Piper Sandler lifted its price target on SCHW to $105, citing potential revenue upside from improving net interest margin. Piper Sandler Raises PT On Charles Schwab (SCHW) To $105, Cites Revenue Upside From NIM Improvement
• Positive Sentiment: Schwab was recognized by U.S. News as the Best Investing Platform Overall for the fourth year in a row, reinforcing its brand strength and competitive position. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
• Neutral Sentiment: Schwab’s new retail client sentiment report showed investors have turned more bearish on the U.S. stock market, but still feel confident in their own investing approach and long-term goals. Schwab Q2 Retail Client Sentiment Report
• Neutral Sentiment: Schwab’s comments on new T+1 settlement rules highlight another industry change affecting stock trading, but the impact on earnings is unclear from the available details. Schwab flagged new T+1 settlement rules that impact stock trades
• Negative Sentiment: Broader client sentiment data shows retail investors are increasingly cautious on stocks, which could signal softer trading activity if that mood persists. Schwab Q2 Retail Client Sentiment Report: Investors Turn Bearish on U.S. Stock Market but Remain Confident in their Investing Approach and Likelihood of Reaching Goals

Insider Activity at Charles Schwab

In related news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the sale, the insider directly owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. This trade represents a 30.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 insiders.

Analysts Set New Price Targets

Several brokerages have issued reports on SCHW. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Raymond James Financial increased 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. TD Cowen lifted their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a report on Friday, May 15th. Morgan Stanley cut their target price on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a report on Friday, April 17th. Finally, Truist Financial dropped their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. One investment 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 company’s stock. According to MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and an average 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.