Bingham Private Wealth LLC Acquires Shares of 5,269 The Charles Schwab Corporation $SCHW

Bingham Private Wealth LLC acquired a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 5,269 shares of the financial services provider’s stock, valued at approximately $526,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Piscataqua Savings Bank purchased a new position in Charles Schwab in the 4th quarter valued at $26,000. GoalVest Advisory LLC purchased a new position in Charles Schwab in the 4th quarter valued at $28,000. West Branch Capital LLC purchased a new position in Charles Schwab in the 3rd quarter valued at $27,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab in the 4th quarter valued at $29,000. Finally, Optima Capital LLC purchased a new position in Charles Schwab in the 4th quarter valued at $30,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

SCHW has been the topic of a number of research reports. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. UBS Group decreased their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a report on Thursday, January 22nd. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Finally, Morgan Stanley reduced their price target on Charles Schwab from $148.00 to $135.00 and set an “overweight” rating on the stock in a report on Friday, April 10th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.50.

Charles Schwab Stock Up 1.6%

NYSE SCHW opened at $98.35 on Wednesday. The business’s fifty day simple moving average is $95.34 and its 200-day simple moving average is $96.39. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a market cap of $170.94 billion, a PE ratio of 21.11, a P/E/G ratio of 0.80 and a beta of 0.90. The Charles Schwab Corporation has a 52 week low of $73.76 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The firm had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is 27.47%.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Robust pre-earnings setup: analysts and previews point to solid trading activity and an expected ~18% rise in NIR heading into Q1, plus Schwab’s $660M Forge Global deal to expand private-market access — this supports revenue and fee growth expectations. Solid Trading Activity, Growth in NIR to Drive Schwab’s Q1 Earnings
• Positive Sentiment: New product expansion: Schwab launched “Schwab Teen Investor,” letting ages 13–17 trade without parental approval — a customer-acquisition play that could boost new accounts and lifetime client value. New Accounts Let Teens Trade Stocks Without a Parent’s Approval. What to Know.
• Positive Sentiment: Brand & engagement initiatives: Schwab is promoting National Investing Day to drive industry engagement and customer activity, which can lift trading volumes and client acquisition/retention. Charles Schwab Invites the Industry to Come Together for National Investing Day
• Neutral Sentiment: Thought leadership content (Roth conversion strategies) and a crypto allocation report position Schwab as a trusted advisor, supporting fee-based and advisory flows over time but with limited immediate earnings impact. How to Maximize a Roth Conversion With Proven Strategies How Much Should You Allocate To Crypto? Schwab Says…
• Neutral Sentiment: Analyst and comparatives coverage: Pieces comparing Schwab to Robinhood and previews ahead of earnings keep investor focus on market share, margins and product roadmaps; these shape sentiment but are not immediate catalysts. Robinhood vs. Schwab: Which Investing Platform is the Smarter Bet Now? Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?
• Negative Sentiment: Morgan Stanley trimmed its price target on SCHW — even a cut from a major bank can weigh on sentiment and make investors more cautious ahead of the print. Morgan Stanley Cuts Charles Schwab Price Target
• Negative Sentiment: Unusual options activity: a surge in put purchases (notably higher than typical daily volume) suggests some investors are hedging or taking bearish positions ahead of earnings — this raises short-term volatility risk for the stock.

Insider Activity

In related news, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the sale, the chairman directly owned 529,346 shares of the company’s stock, valued at approximately $55,184,320.50. This trade represents a 11.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Paul V. Woolway sold 6,126 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total value of $579,580.86. Following the sale, the insider directly owned 29,866 shares of the company’s stock, valued at $2,825,622.26. The trade was a 17.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is currently owned by corporate insiders.

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.