Fifth Third Bancorp Sells 9,438 Shares of The Charles Schwab Corporation $SCHW

Fifth Third Bancorp lessened its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 6.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 141,558 shares of the financial services provider’s stock after selling 9,438 shares during the period. Fifth Third Bancorp’s holdings in Charles Schwab were worth $14,143,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Lantz Financial LLC boosted its holdings in shares of Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC boosted its holdings in shares of Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares during the last quarter. Harfst & Associates Inc. boosted its holdings in shares of Charles Schwab by 0.3% during the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after purchasing an additional 107 shares during the last quarter. JFS Wealth Advisors LLC boosted its holdings in shares of Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after purchasing an additional 107 shares during the last quarter. Finally, FSM Wealth Advisors LLC boosted its holdings in shares of Charles Schwab by 4.1% during the 4th quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock valued at $269,000 after purchasing an additional 107 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Down 0.0%

Shares of NYSE SCHW opened at $91.60 on Friday. The firm’s 50-day moving average price is $93.87 and its 200-day moving average price is $96.20. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $159.20 billion, a price-to-earnings ratio of 18.17, a P/E/G ratio of 0.72 and a beta of 0.80. The Charles Schwab Corporation has a 12-month low of $82.04 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its earnings results 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. The firm had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.03%. The business’s revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the company earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts anticipate that The Charles Schwab Corporation will post 5.99 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis 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%.

Insider Buying and Selling

In related news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the sale, the director directly owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This represents a 2.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 471,268 shares of company stock worth $48,114,169 over the last three months. 6.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have commented on SCHW shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $127.00 price objective on shares of Charles Schwab in a report on Friday, April 17th. JPMorgan Chase & Co. upped their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Barclays decreased their target price on shares of Charles Schwab from $126.00 to $117.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 8th. TD Cowen restated a “buy” rating on shares of Charles Schwab in a research report on Thursday, April 9th. Finally, UBS Group decreased their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.00.

More Charles Schwab News

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

• Positive Sentiment: Erste Group raised forward earnings estimates for Schwab, boosting FY2027 EPS expectations and supporting a stronger forward earnings outlook that can underpin valuation. Erste Group estimate notes
• Positive Sentiment: Capital returns remain meaningful — Schwab’s recent large share repurchases (about $4.58B through Sept. 2025) and a newly announced quarterly dividend ($0.32/share, ex-div May 8) support EPS per share and income investors. Buyback/dividend coverage
• Neutral Sentiment: National Investing Day and Schwab’s ongoing investor education and RIA custodian footprint are positive for long‑term client acquisition but unlikely to move near‑term earnings materially. National Investing Day
• Neutral Sentiment: Valuation and performance commentary notes mixed recent returns (short‑term weakness vs. multi‑year gains); useful context for investors but not a specific catalyst. Valuation piece
• Negative Sentiment: Insider selling: Director Frank C. Herringer sold 2,520 shares at about $90.60 (filed Apr. 28) — a small stake reduction that can be perceived negatively by some investors. SEC Form 4 – Insider Sale
• Negative Sentiment: Several brokers trimmed price targets (while often keeping buy ratings), which reduces upside expectations and can cap near‑term stock momentum. Analyst target notes
• Negative Sentiment: Sector/peer weakness — Robinhood’s earnings miss and crypto revenue decline have pressured broker sentiment and could temporarily lower industry trading volumes, which would weigh on Schwab’s transaction revenue. Robinhood earnings

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.