Rothschild Capital Partners LLC Makes New Investment in The Charles Schwab Co. (NYSE:SCHW)

Rothschild Capital Partners LLC bought a new stake in shares of The Charles Schwab Co. (NYSE:SCHW - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 3,952 shares of the financial services provider's stock, valued at approximately $292,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Murphy & Mullick Capital Management Corp purchased a new position in Charles Schwab in the 4th quarter valued at about $38,000. Atala Financial Inc acquired a new stake in shares of Charles Schwab in the fourth quarter worth approximately $41,000. Knuff & Co LLC increased its position in shares of Charles Schwab by 1,309.3% during the fourth quarter. Knuff & Co LLC now owns 606 shares of the financial services provider's stock worth $45,000 after purchasing an additional 563 shares in the last quarter. Financial Life Planners acquired a new position in Charles Schwab in the 4th quarter valued at $46,000. Finally, Whipplewood Advisors LLC purchased a new position in Charles Schwab in the 4th quarter valued at $46,000. Hedge funds and other institutional investors own 84.38% of the company's stock.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 3,592 shares of Charles Schwab stock in a transaction on Monday, April 21st. The shares were sold at an average price of $74.26, for a total value of $266,741.92. Following the transaction, the director now directly owns 172,162 shares in the company, valued at approximately $12,784,750.12. The trade was a 2.04 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Paul V. Woolway sold 3,380 shares of the stock in a transaction dated Tuesday, April 1st. The stock was sold at an average price of $77.43, for a total transaction of $261,713.40. Following the sale, the insider now owns 45,824 shares of the company's stock, valued at $3,548,152.32. This trade represents a 6.87 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 493,482 shares of company stock worth $40,288,720. Corporate insiders own 6.30% of the company's stock.

Charles Schwab Stock Up 0.7 %

Shares of SCHW stock traded up $0.58 on Friday, reaching $79.96. 7,781,018 shares of the stock were exchanged, compared to its average volume of 9,350,341. The company has a market capitalization of $145.01 billion, a price-to-earnings ratio of 26.74, a PEG ratio of 0.99 and a beta of 0.91. The business's 50 day moving average price is $76.82 and its 200 day moving average price is $77.10. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 0.59. The Charles Schwab Co. has a twelve month low of $61.01 and a twelve month high of $84.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its quarterly earnings data on Thursday, April 17th. The financial services provider reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. The business had revenue of $5.60 billion for the quarter, compared to the consensus estimate of $5.46 billion. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. During the same quarter in the prior year, the business posted $0.74 EPS. As a group, sell-side analysts expect that The Charles Schwab Co. will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 23rd. Shareholders of record on Friday, May 9th will be paid a $0.27 dividend. The ex-dividend date is Friday, May 9th. This represents a $1.08 annualized dividend and a yield of 1.35%. Charles Schwab's dividend payout ratio is presently 32.73%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on SCHW. Keefe, Bruyette & Woods increased their target price on shares of Charles Schwab from $90.00 to $93.00 and gave the company an "outperform" rating in a research report on Tuesday, April 22nd. UBS Group raised their target price on shares of Charles Schwab from $95.00 to $96.00 and gave the stock a "buy" rating in a research note on Tuesday, April 22nd. Morgan Stanley upgraded Charles Schwab from an "equal weight" rating to an "overweight" rating and set a $76.00 price target for the company in a research report on Tuesday, April 8th. JMP Securities reiterated a "market outperform" rating and set a $94.00 price objective on shares of Charles Schwab in a research report on Monday, April 21st. Finally, JPMorgan Chase & Co. upped their target price on Charles Schwab from $92.00 to $95.00 and gave the company an "overweight" rating in a report on Monday, April 21st. Two research analysts have rated the stock with a sell rating, three have assigned a hold rating and thirteen have assigned a buy rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $87.22.

Charles Schwab Company Profile

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.