BI Asset Management Fondsmaeglerselskab A S Has $9.11 Million Holdings in The Charles Schwab Corporation $SCHW

BI Asset Management Fondsmaeglerselskab A S trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 17.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 91,199 shares of the financial services provider’s stock after selling 19,264 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Charles Schwab were worth $9,112,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of SCHW. Brighton Jones LLC raised its position in shares of Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares during the period. Sivia Capital Partners LLC raised its position in Charles Schwab by 21.6% in the 2nd 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 last quarter. United Bank raised its position in Charles Schwab by 7.1% in the 2nd 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 last quarter. Nebula Research & Development LLC purchased a new stake in Charles Schwab in the 2nd quarter valued at $552,000. Finally, Main Street Financial Solutions LLC raised its position in Charles Schwab by 4.7% in the 2nd 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 last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

More 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

A number of research firms recently commented on SCHW. Keefe, Bruyette & Woods began coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target for the company. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. TD Cowen increased their price target on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, May 15th. JPMorgan Chase & Co. increased their price target on Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Finally, Barclays increased their price target on Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $114.30.

Charles Schwab Stock Up 1.0%

Shares of NYSE:SCHW opened at $88.88 on Friday. The company has a market capitalization of $154.57 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 0.84 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The business has a fifty day moving average price of $91.46 and a two-hundred day moving average price of $95.34. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data 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 the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current year.

Charles Schwab Dividend Announcement

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

Insider Transactions at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the completion of the transaction, the insider owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,942 shares of the stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total value of $778,316.00. Following the sale, the insider directly owned 29,866 shares in the company, valued at $2,926,868. This trade represents a 21.01% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is owned by company insiders.

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.