Hanson & Doremus Investment Management Increases Stock Holdings in The Charles Schwab Corporation $SCHW

Hanson & Doremus Investment Management boosted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 5.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 126,584 shares of the financial services provider’s stock after acquiring an additional 6,999 shares during the quarter. Charles Schwab accounts for about 1.4% of Hanson & Doremus Investment Management’s portfolio, making the stock its 15th biggest holding. Hanson & Doremus Investment Management’s holdings in Charles Schwab were worth $11,896,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. State Street Corp lifted its stake in Charles Schwab by 1.0% in the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after buying an additional 691,671 shares in the last quarter. Geode Capital Management LLC increased its stake in Charles Schwab by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after buying an additional 98,242 shares in the last quarter. Franklin Resources Inc. increased its stake in Charles Schwab by 0.3% during the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock worth $3,015,720,000 after buying an additional 78,020 shares in the last quarter. Primecap Management Co. CA raised its holdings in shares of Charles Schwab by 9.7% during the fourth quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after acquiring an additional 2,066,884 shares during the last quarter. Finally, Fisher Asset Management LLC raised its holdings in shares of Charles Schwab by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock valued at $2,179,888,000 after acquiring an additional 171,926 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a research note on Friday, May 15th. JPMorgan Chase & Co. increased their price objective on Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Raymond James Financial raised their price objective on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a report on Friday, May 15th. TD Cowen lifted their target price on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Finally, Barclays lifted their target price on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $116.00.

Insider Activity at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the sale, the director directly owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 59,700 shares of company stock worth $5,889,131. Insiders own 6.30% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Charles Schwab reported record May core net new assets of $49.9 billion, up 43% from a year ago, with total client assets reaching $13.14 trillion. That signals continued client inflows and strong platform momentum. Charles Schwab (SCHW) Reports Record May Core Net New Assets
• Positive Sentiment: The company is partnering with Cboe to launch S&P 500-linked prediction market contracts or “yes/no” options, which could broaden retail trading activity and make Schwab’s platform more attractive to active traders. Schwab’s Prediction Market Push: What Investors Should Know
• Positive Sentiment: SCHW is also being highlighted in analyst coverage as a high-ROE, cash-rich stock as markets recover, reinforcing the view that it remains a quality financial name. 5 High ROE Stocks to Buy as Markets Recover After Fed-Induced Sell-Off
• Neutral Sentiment: Several articles repeat the same prediction-market story, suggesting the market is still digesting the potential impact rather than treating it as a confirmed earnings driver. Schwab plots S&P 500 prediction markets push with Cboe
• Neutral Sentiment: Recent commentary on SCHW’s valuation and interest-rate sensitivity suggests investors are still weighing whether the stock is fairly priced after its strong multi-year run. Charles Schwab (SCHW) Stock After Recent Performance And Interest Rate Sensitivity Headlines
• Negative Sentiment: One article notes SCHW has still been down year to date, reflecting lingering caution around rates and valuation despite the recent operational momentum. Charles Schwab (SCHW) Stock After Recent Performance And Interest Rate Sensitivity Headlines

Charles Schwab Price Performance

Shares of SCHW stock opened at $92.03 on Tuesday. 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 firm’s 50-day moving average is $90.78 and its two-hundred day moving average is $95.30. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. The company has a market capitalization of $160.05 billion, a PE ratio of 18.26, a price-to-earnings-growth ratio of 0.84 and a beta of 0.78.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating the consensus estimate 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 analyst estimates of $6.39 billion. During the same period in the previous year, the business posted $1.04 EPS. Charles Schwab’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts predict that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm 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. The ex-dividend date was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 25.40%.

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.