North Dakota State Investment Board Buys New Position in The Charles Schwab Corporation $SCHW

North Dakota State Investment Board bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the fourth quarter, Holdings Channel reports. The fund bought 58,531 shares of the financial services provider’s stock, valued at approximately $5,848,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHW. Dogwood Wealth Management LLC boosted its position in shares of Charles Schwab by 99.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new position in shares of Charles Schwab during the 4th quarter valued at about $26,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab during the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP bought a new position in shares of Charles Schwab during the 4th quarter valued at about $29,000. Finally, Optima Capital LLC bought a new position in shares of Charles Schwab during the 4th quarter valued at about $30,000. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Down 0.0%

SCHW stock opened at $90.87 on Monday. The Charles Schwab Corporation has a 52-week low of $85.76 and a 52-week high of $107.50. The company’s 50 day simple moving average is $93.01 and its 200-day simple moving average is $95.97. 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 has a market capitalization of $158.04 billion, a P/E ratio of 18.03, a P/E/G ratio of 0.71 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the previous year, the business earned $1.04 earnings per share. The firm’s revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts anticipate that The Charles Schwab Corporation will post 6.01 EPS for the current year.

Charles Schwab Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued a dividend of $0.32 per share. 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 payout ratio is currently 25.40%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on SCHW shares. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Barclays raised their price objective on shares of Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a research report on Friday. Morgan Stanley reduced their price objective on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a research report on Friday, April 17th. Finally, Raymond James Financial raised their price objective on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.24.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Barclays lifted its price target on Charles Schwab (SCHW) to $127 from $117 and reiterated an Overweight rating after the company’s fiscal 2026 revenue and expense guidance topped expectations. Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations
• Positive Sentiment: Schwab raised its 2026 outlook and said it expects mid-teen EPS growth over time, supported by client growth, platform monetization, and balance-sheet flexibility. SCHW Ups 2026 Outlook, Targets Mid-Teen EPS Growth Through the Cycle
• Positive Sentiment: The company highlighted strong operating trends, including record daily average trades and record client margin loan balances in April, reinforcing the view that retail activity remains healthy. Charles Schwab daily average trades, client margin loan balances reach records in April
• Positive Sentiment: Schwab also unveiled AI initiatives and a crypto rollout aimed at broadening engagement and improving efficiency, which could support longer-term growth and margins. Schwab Crypto Launch Tests Client Engagement And Revenue Mix For Charles Schwab

Insider Activity

In other news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the sale, the director owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider owned 57,972 shares in the company, valued at $5,739,228. This represents a 41.60% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 126,924 shares of company stock worth $12,268,634 over the last three months. 6.30% of the stock is owned by insiders.

About Charles Schwab

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.