The Charles Schwab Corporation $SCHW Stock: Vise Technologies Inc. Boosts Holdings

Vise Technologies Inc. lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 43.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 71,126 shares of the financial services provider’s stock after buying an additional 21,372 shares during the period. Vise Technologies Inc.’s holdings in Charles Schwab were worth $6,952,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of SCHW. Peoples Bank KS raised its holdings in Charles Schwab by 2.7% during the second quarter. Peoples Bank KS now owns 4,331 shares of the financial services provider’s stock worth $400,000 after purchasing an additional 113 shares during the last quarter. Crumly & Associates Inc. grew its holdings in Charles Schwab by 1.1% in the second quarter. Crumly & Associates Inc. now owns 10,479 shares of the financial services provider’s stock valued at $967,000 after purchasing an additional 115 shares during the last quarter. Cypress Capital Group increased its holdings in Charles Schwab by 4.2% during the 1st quarter. Cypress Capital Group now owns 2,945 shares of the financial services provider’s stock valued at $277,000 after acquiring an additional 118 shares in the last quarter. Capital Management Associates Inc raised its position in shares of Charles Schwab by 2.8% during the 3rd quarter. Capital Management Associates Inc now owns 4,429 shares of the financial services provider’s stock worth $433,000 after purchasing an additional 120 shares during the last quarter. Finally, Klingman & Associates LLC lifted its position in shares of Charles Schwab by 1.5% in the first quarter. Klingman & Associates LLC now owns 8,417 shares of the financial services provider’s stock valued at $791,000 after acquiring an additional 125 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Ratings Changes

SCHW has been the subject of a number of research analyst reports. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a report on Friday, October 16th. Zacks Research downgraded shares of Charles Schwab from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. Wells Fargo & Company dropped their price target on shares of Charles Schwab from $105.00 to $103.00 and set an “equal weight” rating for the company in a research note on Friday, October 16th. Argus upped their price target on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $120.00 price objective on shares of Charles Schwab in a research note on Friday, October 16th. Eighteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $119.91.

Insider Activity

In other Charles Schwab news, insider Jonathan Beatty sold 1,000 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $111.33, for a total transaction of $111,330.00. Following the sale, the insider directly owned 10,738 shares of the company’s stock, valued at approximately $1,195,461.54. This represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Walter Bettinger sold 74,388 shares of the business’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $110.91, for a total transaction of $8,250,373.08. Following the sale, the chairman directly owned 610,360 shares of the company’s stock, valued at approximately $67,695,027.60. This represents a 10.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 285,734 shares of company stock valued at $32,073,309 over the last quarter. 6.30% of the stock is owned by company insiders.

Charles Schwab Trading Up 0.7%

Shares of NYSE SCHW opened at $88.70 on Tuesday. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52. The stock’s 50 day moving average price is $100.05 and its two-hundred day moving average price is $97.60. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $114.53. The stock has a market capitalization of $153.39 billion, a P/E ratio of 15.14, a PEG ratio of 0.79 and a beta of 0.79.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. Charles Schwab had a return on equity of 25.79% and a net margin of 39.33%. The business had revenue of $7.17 billion during the quarter, compared to the consensus estimate of $7.18 billion. During the same period in the previous year, the business earned $1.31 EPS. The business’s quarterly revenue was up 16.9% on a year-over-year basis. On average, analysts anticipate that The Charles Schwab Corporation will post 6.41 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be paid a dividend of $0.32 per share. The ex-dividend date is Friday, November 13th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s payout ratio is presently 21.84%.

More Charles Schwab News

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

• Positive Sentiment: A recent analysis described SCHW as potentially undervalued based on its returns, supporting the view that the stock’s pullback may offer an attractive entry point for long-term investors. Charles Schwab Stock Could Be a Bargain Based on Returns
• Positive Sentiment: Charles Schwab’s fourth-quarter retail sentiment report highlighted substantial scale, including $13.33 trillion in client assets, 48.6 million accounts and 10.7 million average daily trades in the third quarter. Continued confidence among clients in achieving their financial goals could help support asset gathering despite weaker market sentiment. Schwab Q4 Retail Client Sentiment Report
• Positive Sentiment: The Charles Schwab Cup Championship will move to Papago Golf Club in 2027. The sponsorship and tournament exposure provide ongoing brand visibility, though the financial effect on SCHW is likely modest relative to brokerage and banking results. Charles Schwab Cup Championship Moves to Papago Golf Club
• Neutral Sentiment: Reports on the 36-player Charles Schwab Cup Championship field, including Bernhard Langer’s absence and Darren Fichardt’s qualification, are primarily sponsorship and brand news rather than material earnings catalysts. Charles Schwab Cup Championship Field Set
• Neutral Sentiment: Reports that JPMorgan Chase and Charles Schwab are restricting personal artificial-intelligence agents reflect increased cybersecurity and compliance controls. The measures may reduce operational risk but could also limit some automation benefits. JPMorgan Chase and Charles Schwab Restrict Personal AI Agents
• Negative Sentiment: Retail investors turned net bearish on the U.S. stock market in the latest quarter. A more defensive client base could weigh on equity trading activity and transaction-related revenue, although high confidence in long-term financial goals provides an offset. Schwab Retail Client Sentiment Report
• Negative Sentiment: Ten-year Treasury yields above 5% could intensify competition for customer cash and deposits. Higher rates may benefit Schwab’s interest income, but they can also pressure client cash balances and net interest margins. 10-Year Treasury Yields Top 5 Percent

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.