The Charles Schwab Corporation $SCHW Shares Sold by Marathon Trading Investment Management LLC

Marathon Trading Investment Management LLC decreased its position in The Charles Schwab Corporation (NYSE:SCHW) by 76.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,550 shares of the financial services provider’s stock after selling 11,450 shares during the quarter. Marathon Trading Investment Management LLC’s holdings in Charles Schwab were worth $339,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in SCHW. ZWJ Investment Counsel Inc. grew its holdings in Charles Schwab by 4.6% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after purchasing an additional 106 shares in the last quarter. Nicolet Bankshares Inc. lifted its holdings in Charles Schwab by 0.8% in the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after buying an additional 107 shares in the last quarter. First PREMIER Bank boosted its position in Charles Schwab by 23.8% in the 3rd quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after buying an additional 107 shares during the last quarter. Harfst & Associates Inc. grew its stake in shares of Charles Schwab by 0.3% during the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after acquiring an additional 107 shares in the last quarter. Finally, Marshall Financial Group LLC increased its position in shares of Charles Schwab by 3.5% during the third quarter. Marshall Financial Group LLC now owns 3,224 shares of the financial services provider’s stock worth $308,000 after acquiring an additional 109 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Charles Schwab

In related news, insider Paul V. Woolway sold 6,126 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total transaction of $579,580.86. Following the sale, the insider owned 29,866 shares in the company, valued at $2,825,622.26. This represents a 17.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. This represents a 11.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 415,568 shares of company stock worth $42,639,058. 6.30% of the stock is owned by company insiders.

Charles Schwab Trading Down 1.2%

Shares of NYSE SCHW opened at $93.21 on Wednesday. The stock has a market capitalization of $163.33 billion, a P/E ratio of 20.00, a PEG ratio of 0.76 and a beta of 0.93. The stock’s 50 day moving average price is $99.47 and its two-hundred day moving average price is $96.43. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the previous year, the business earned $1.01 EPS. The business’s quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a $0.32 dividend. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. UBS Group upped their target price on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, TD Cowen upped their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average target price of $115.95.

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.