Orange Investment Advisors Inc. Sells 6,014 Shares of The Charles Schwab Corporation $SCHW

Orange Investment Advisors Inc. cut its position in The Charles Schwab Corporation (NYSE:SCHW) by 9.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,798 shares of the financial services provider’s stock after selling 6,014 shares during the quarter. Orange Investment Advisors Inc.’s holdings in Charles Schwab were worth $6,074,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SCHW. Dogwood Wealth Management LLC grew its position in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares during the last quarter. Piscataqua Savings Bank purchased a new position in Charles Schwab in the fourth quarter worth $26,000. GoalVest Advisory LLC acquired a new position in shares of Charles Schwab during the fourth quarter worth $28,000. Beacon Financial Strategies CORP purchased a new stake in shares of Charles Schwab during the 4th quarter valued at $29,000. Finally, Optima Capital LLC acquired a new stake in shares of Charles Schwab in the 4th quarter worth $30,000. 84.38% of the stock is currently owned by institutional investors.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Charles Schwab raised $2.2 billion through senior notes, improving financial flexibility and potentially supporting future growth. Charles Schwab Raises $2.2 Billion Through Senior Notes
• Positive Sentiment: Piper Sandler lifted its price target on SCHW to $105, citing potential revenue upside from improving net interest margin. Piper Sandler Raises PT On Charles Schwab (SCHW) To $105, Cites Revenue Upside From NIM Improvement
• Positive Sentiment: Schwab was recognized by U.S. News as the Best Investing Platform Overall for the fourth year in a row, reinforcing its brand strength and competitive position. Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
• Neutral Sentiment: Schwab’s new retail client sentiment report showed investors have turned more bearish on the U.S. stock market, but still feel confident in their own investing approach and long-term goals. Schwab Q2 Retail Client Sentiment Report
• Neutral Sentiment: Schwab’s comments on new T+1 settlement rules highlight another industry change affecting stock trading, but the impact on earnings is unclear from the available details. Schwab flagged new T+1 settlement rules that impact stock trades
• Negative Sentiment: Broader client sentiment data shows retail investors are increasingly cautious on stocks, which could signal softer trading activity if that mood persists. Schwab Q2 Retail Client Sentiment Report: Investors Turn Bearish on U.S. Stock Market but Remain Confident in their Investing Approach and Likelihood of Reaching Goals

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Raymond James Financial increased their price target on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $128.00 target price on shares of Charles Schwab in a research note on Friday, May 15th. Truist Financial cut their price target on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target for the company. Finally, UBS Group lowered their price objective on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $114.30.

Insider Buying and Selling

In related news, insider Dennis Howard sold 10,108 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total transaction of $956,216.80. Following the sale, the insider directly owned 10,470 shares of the company’s stock, valued at $990,462. This trade represents a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the sale, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 126,924 shares of company stock valued at $12,268,634 in the last three months. 6.30% of the stock is currently owned by insiders.

Charles Schwab Stock Performance

SCHW opened at $90.41 on Friday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a 12-month low of $85.76 and a 12-month high of $107.50. The firm has a 50 day moving average of $92.74 and a two-hundred day moving average of $95.88. The firm has a market capitalization of $157.23 billion, a PE ratio of 17.94, a P/E/G ratio of 0.63 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm’s revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the company posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts anticipate that The Charles Schwab Corporation will post 6.1 EPS for the current year.

Charles Schwab Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be paid a $0.32 dividend. The ex-dividend date is Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio is presently 25.40%.

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.