First National Bank of Omaha Invests $529,000 in The Charles Schwab Corporation $SCHW

First National Bank of Omaha purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,541 shares of the financial services provider’s stock, valued at approximately $529,000.

Other hedge funds have also modified their holdings of the company. West Branch Capital LLC acquired a new position in Charles Schwab in the 3rd quarter worth about $27,000. Evelyn Partners Asset Management Ltd bought a new stake in Charles Schwab in the second quarter worth $33,000. Howard Hughes Medical Institute acquired a new position in Charles Schwab during the second quarter worth $34,000. FSA Wealth Management LLC bought a new stake in shares of Charles Schwab during the 2nd quarter worth about $36,000. Finally, Loomis Sayles & Co. L P acquired a new stake in Charles Schwab in the 2nd quarter worth approximately $36,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Barclays lifted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Truist Financial upped their price target on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. UBS Group lifted their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Bank of America increased their price objective on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research report on Wednesday, December 10th. Finally, Wolfe Research set a $120.00 price objective on shares of Charles Schwab in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.95.

Insider Transactions at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the insider directly owned 21,768 shares in the company, valued at $2,285,640. This trade represents a 8.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The disclosure for this sale is available in the SEC filing. Insiders have sold 348,344 shares of company stock worth $36,259,555 in the last ninety days. 6.30% of the stock is currently owned by insiders.

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $93.85 on Friday. The stock has a market capitalization of $166.77 billion, a price-to-earnings ratio of 20.14, a P/E/G ratio of 0.77 and a beta of 0.94. The firm’s 50-day moving average price is $100.62 and its two-hundred day moving average price is $96.58. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The company had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the firm earned $1.01 earnings per share. The business’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s payout ratio is currently 27.47%.

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.