Leonteq Securities AG Acquires Shares of 5,841 The Charles Schwab Corporation $SCHW

Leonteq Securities AG acquired a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,841 shares of the financial services provider’s stock, valued at approximately $584,000.

A number of other large investors have also recently added to or reduced their stakes in SCHW. Brighton Jones LLC boosted its stake in Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares during the last quarter. United Bank boosted its stake in Charles Schwab by 7.1% during the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after acquiring an additional 1,070 shares during the last quarter. Nebula Research & Development LLC bought a new position in Charles Schwab during the 2nd quarter valued at $552,000. Finally, Main Street Financial Solutions LLC boosted its stake in Charles Schwab by 4.7% during 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 acquiring an additional 305 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab Trading Down 0.2%

Charles Schwab stock opened at $90.26 on Friday. The firm’s 50-day moving average is $92.69 and its 200-day moving average is $95.84. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50. The company has a market cap of $156.97 billion, a P/E ratio of 17.91, a PEG ratio of 0.63 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period last year, the firm posted $1.04 EPS. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect that The Charles Schwab Corporation will post 6.11 earnings per share for the current year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Insider Activity

In related news, insider Dennis Howard sold 10,108 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at $990,462. This trade represents a 49.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 approximately $2,986,600. This trade represents a 21.00% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 126,924 shares of company stock worth $12,268,634 in the last 90 days. 6.30% of the stock is currently owned by insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Wall Street analysts are highlighting a consensus price target that implies about 27.6% upside for Schwab, with recent estimate revisions and a higher target from Piper Sandler to $105 citing revenue upside from improving net interest margin (NIM). Wall Street Analysts Predict a 27.59% Upside in Charles Schwab (SCHW): Here’s What You Should Know
• Positive Sentiment: Schwab said it raised $2.2 billion through senior notes, giving the company additional funding flexibility and reinforcing capital-market access. Charles Schwab Raises $2.2 Billion Through Senior Notes
• Positive Sentiment: Charles Schwab was recognized by U.S. News & World Report as the Best Investing Platform Overall for the fourth straight year, with additional awards for trading categories. That supports the company’s brand and competitive positioning. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
• Neutral Sentiment: Some media coverage focused on Schwab’s economist commentary and a market benchmark article, but these items appear more informational than stock-moving. The US is in a ‘vibepression,’ but markets and the economy will keep rallying, Schwab economist says
• Negative Sentiment: Separate commentary noted that Schwab clients are turning more bearish on stocks amid broader economic gloom, which could signal softer retail sentiment if it persists. Schwab clients turn bearish on stocks as broader economic gloom persists despite good news

Analyst Upgrades and Downgrades

A number of research analysts have commented on SCHW shares. Piper Sandler increased their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, May 15th. UBS Group reduced their price target 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. Barclays raised their price target on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Finally, Raymond James Financial raised their price target on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

About Charles Schwab

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.