The Charles Schwab Corporation $SCHW Position Increased by Ausdal Financial Partners Inc.

Ausdal Financial Partners Inc. grew its position in The Charles Schwab Corporation (NYSE:SCHW) by 115.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,112 shares of the financial services provider’s stock after buying an additional 7,030 shares during the quarter. Ausdal Financial Partners Inc.’s holdings in Charles Schwab were worth $1,252,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. West Branch Capital LLC acquired a new stake in Charles Schwab during the 3rd quarter valued at $27,000. Newbridge Financial Services Group Inc. boosted its position in shares of Charles Schwab by 233.6% in the third quarter. Newbridge Financial Services Group Inc. now owns 357 shares of the financial services provider’s stock worth $34,000 after buying an additional 250 shares during the period. Redmont Wealth Advisors LLC purchased a new position in shares of Charles Schwab during the third quarter valued at $34,000. Evelyn Partners Asset Management Ltd purchased a new position in shares of Charles Schwab during the second quarter valued at $33,000. Finally, Howard Hughes Medical Institute acquired a new position in Charles Schwab during the second quarter valued at $34,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

Shares of NYSE SCHW opened at $93.60 on Tuesday. The business’s 50-day moving average price is $98.77 and its two-hundred day moving average price is $96.31. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. The company has a market capitalization of $164.01 billion, a P/E ratio of 20.09, a price-to-earnings-growth ratio of 0.75 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The company 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 business’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period last year, the business earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts anticipate 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 disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio is currently 27.47%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on SCHW. Morgan Stanley increased their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. Piper Sandler lifted their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Citizens Jmp upped their target price on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Bank of America raised their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Activity

In other Charles Schwab news, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the completion of the sale, the insider directly owned 35,992 shares in the company, valued at $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the sale, the insider directly owned 10,470 shares of the company’s stock, valued at $994,859.40. This represents a 72.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 415,568 shares of company stock valued at $42,639,058. 6.30% of the stock is currently owned by company 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.