Index S&P 500 P/E 31.87 EPS (ttm) 2.39 Insider Own 5.92% Shs Outstand 1.77B Perf Week 1.40%
Market Cap 135.05B Forward P/E 16.97 EPS next Y 4.48 Insider Trans -0.69% Shs Float 1.67B Perf Month 6.57%
Income 4.37B PEG 2.18 EPS next Q 0.83 Inst Own 84.51% Short Float 0.87% Perf Quarter 20.81%
Sales 25.61B P/S 5.27 EPS this Y 9.64% Inst Trans -0.60% Short Ratio 2.03 Perf Half Y 43.96%
Book/sh 17.92 P/B 4.24 EPS next Y 30.56% ROA 0.96% Short Interest 14.61M Perf Year 58.32%
Cash/sh 32.49 P/C 2.34 EPS next 5Y 14.63% ROE 12.26% 52W Range 45.65 - 75.55 Perf YTD 10.52%
Dividend Est. 1.03 (1.35%) P/FCF - EPS past 5Y 0.75% ROI 6.69% 52W High 0.65% Beta 0.97
Dividend TTM 1.00 (1.32%) Quick Ratio - Sales past 5Y 19.74% Gross Margin 74.66% 52W Low 66.57% ATR (14) 1.41
Dividend Ex-Date May 09, 2024 Current Ratio - EPS Y/Y TTM -34.92% Oper. Margin 35.73% RSI (14) 69.78 Volatility 1.68% 2.05%
Employees 33000 Debt/Eq 1.30 Sales Y/Y TTM 7.32% Profit Margin 17.05% Recom 1.96 Target Price 80.15
Option/Short Yes / Yes LT Debt/Eq 0.54 EPS Q/Q -18.29% Payout 39.39% Rel Volume 0.75 Prev Close 75.33
Sales Surprise 0.60% EPS Surprise 0.78% Sales Q/Q 1.35% Earnings Apr 15 BMO Avg Volume 7.18M Price 76.04
SMA20 3.85% SMA50 8.07% SMA200 20.99% Trades
Volume 5,389,839 Change 0.94%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-22-24 Upgrade TD Cowen
Market Perform → Outperform
$87
Jan-18-24 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$75 → $70
Jan-10-24 Downgrade Citigroup
Buy → Neutral
$75 → $70
Jan-04-24 Initiated TD Cowen
Market Perform
$77
Jan-03-24 Downgrade Goldman
Buy → Neutral
$70 → $71
Dec-01-23 Initiated Redburn Atlantic
Sell
$52
Jul-24-23 Reiterated UBS
Buy
$67 → $80
Jul-10-23 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$73
May-15-23 Upgrade Raymond James
Mkt Perform → Outperform
$63
Apr-20-23 Downgrade Redburn
Neutral → Sell
Mar-30-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$99 → $68
Mar-15-23 Upgrade Credit Suisse
Neutral → Outperform
$81.50 → $67.50
Mar-13-23 Upgrade Citigroup
Neutral → Buy
$83 → $75
Jan-19-23 Downgrade BofA Securities
Buy → Underperform
$92 → $75
Jan-04-23 Upgrade Goldman
Neutral → Buy
$98
Nov-01-22 Downgrade Credit Suisse
Outperform → Neutral
$84
Oct-19-22 Initiated Credit Suisse
Outperform
$80
Oct-12-22 Initiated Credit Suisse
Neutral
$83
Oct-12-22 Initiated Citigroup
Neutral
$83
Aug-31-22 Initiated Barclays
Equal Weight
$81
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The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Schwab Charles R. Co-Chairman Apr 29 '24 Sale 74.78 59,906 4,480,010 61,038,701 Apr 30 07:28 PM Schwab Charles R. Co-Chairman Apr 26 '24 Sale 74.96 59,905 4,490,419 61,098,607 Apr 30 07:28 PM Crawford Peter B. CFO Apr 24 '24 Option Exercise 28.44 5,481 155,880 0 Apr 26 05:20 PM Crawford Peter B. CFO Apr 24 '24 Sale 75.51 5,481 413,855 60,567 Apr 26 05:20 PM Schwab Charles R. Co-Chairman Apr 22 '24 Sale 74.62 89,275 6,661,308 30,641,981 Apr 24 06:43 PM Ellis Stephen A Director Apr 19 '24 Option Exercise 25.88 14,750 381,709 7,395 Apr 23 09:35 PM Ellis Stephen A Director Apr 19 '24 Sale 73.20 14,750 1,079,774 108,574 Apr 23 09:35 PM Schwab-Pomerantz Carolyn Director Apr 19 '24 Sale 73.16 9,000 658,468 577,857 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Option Exercise 28.44 7,482 212,788 6,353 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Option Exercise 28.44 5,482 155,908 0 Apr 18 09:10 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Sale 73.47 7,482 549,667 1,719,399 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Sale 73.46 5,482 402,708 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Option Exercise 25.01 5,011 125,325 7,395 Apr 18 09:29 PM MARTINETTO JOSEPH R COO Apr 16 '24 Sale 70.83 43,000 3,045,595 41,414 Apr 18 09:05 PM Morgan Peter J. III General Counsel Apr 16 '24 Sale 72.23 24,520 1,771,151 0 Apr 18 09:08 PM Murtagh Nigel J Chief Risk Officer Apr 16 '24 Sale 72.40 10,000 723,975 71,446 Apr 18 09:13 PM Goldfarb Mark A Director Apr 16 '24 Sale 70.86 7,100 503,081 19,917 Apr 18 09:44 PM Crawford Peter B. CFO Apr 16 '24 Sale 71.02 6,114 434,215 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Sale 71.11 5,011 356,322 18,617 Apr 18 09:29 PM Ellis Stephen A Director Mar 26 '24 Option Exercise 27.45 2,165 59,429 7,395 Mar 28 09:40 PM ADAMS JOHN K JR Director Mar 22 '24 Option Exercise 30.08 15,701 472,330 60,152 Mar 26 07:51 PM ADAMS JOHN K JR Director Mar 22 '24 Sale 72.64 15,701 1,140,539 44,451 Mar 26 07:51 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Option Exercise 26.39 12,948 341,698 94,394 Mar 25 09:05 PM Craig Jonathan M. Please see remarks Mar 21 '24 Option Exercise 26.39 4,977 131,343 0 Mar 25 07:28 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Sale 70.03 12,948 906,686 81,446 Mar 25 09:05 PM Schwab-Pomerantz Carolyn Director Mar 21 '24 Sale 70.87 9,000 637,848 581,457 Mar 25 09:13 PM Craig Jonathan M. Please see remarks Mar 21 '24 Sale 70.01 4,977 348,430 0 Mar 25 07:28 PM Craig Jonathan M. Please see remarks Mar 06 '24 Sale 67.80 48,751 3,305,083 0 Mar 08 08:12 PM Murtagh Nigel J Chief Risk Officer Mar 06 '24 Sale 67.80 29,991 2,033,271 81,446 Mar 08 09:09 PM Schwab-Pomerantz Carolyn Director Feb 28 '24 Sale 65.29 9,000 587,609 585,057 Mar 01 09:29 PM Crawford Peter B. CFO Feb 28 '24 Sale 65.71 5,500 361,408 24,111 Mar 01 09:01 PM Schwab Charles R. Co-Chairman Feb 23 '24 Sale 64.72 58,500 3,786,196 61,134,038 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 22 '24 Sale 64.60 58,500 3,779,211 61,192,538 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 15 '24 Option Exercise 25.86 71,226 1,841,904 0 Feb 20 08:55 PM Schwab Charles R. Co-Chairman Feb 15 '24 Sale 64.99 71,226 4,628,999 61,251,038 Feb 20 08:55 PM Crawford Peter B. CFO Feb 15 '24 Sale 64.76 8,000 518,084 29,611 Feb 20 08:33 PM HERRINGER FRANK C Director Feb 01 '24 Option Exercise 25.01 10,511 262,880 7,395 Feb 05 09:36 PM HERRINGER FRANK C Director Feb 01 '24 Sale 62.25 7,587 472,277 167,206 Feb 05 09:36 PM Schwab Charles R. Co-Chairman Jan 24 '24 Sale 63.94 16,390 1,047,932 61,331,688 Jan 26 09:33 PM Crawford Peter B. CFO Jan 22 '24 Sale 64.49 4,000 257,975 37,611 Jan 24 05:08 PM Ellis Stephen A Director Dec 15 '23 Option Exercise 25.82 2,247 58,018 7,395 Dec 19 08:44 PM Crawford Peter B. CFO Nov 30 '23 Option Exercise 28.44 4,000 113,760 0 Dec 04 08:19 PM Schwab-Pomerantz Carolyn Director Nov 30 '23 Sale 61.28 12,208 748,109 1,722,400 Dec 04 08:22 PM Morgan Peter J. III General Counsel Nov 30 '23 Sale 60.72 7,162 434,875 0 Dec 04 08:16 PM Crawford Peter B. CFO Nov 30 '23 Sale 60.56 4,000 242,229 41,611 Dec 04 08:19 PM Crawford Peter B. CFO Nov 03 '23 Sale 56.19 3,114 174,964 41,611 Nov 07 04:35 PM SNEED PAULA A Director Oct 24 '23 Sale 49.98 6,918 345,737 112,398 Oct 26 04:58 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Option Exercise 23.12 3,792 87,671 0 Sep 20 04:13 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Sale 57.31 3,792 217,306 44,725 Sep 20 04:13 PM Morgan Peter J. III MD, General Counsel Aug 29 '23 Sale 59.61 8,000 476,872 8,014 Aug 30 05:46 PM Ruffel Charles A. Director Aug 17 '23 Buy 60.55 833 50,440 3,386 Aug 21 06:51 PM Schwab Charles R. Co-Chairman Jul 26 '23 Sale 66.60 75,760 5,045,821 59,672,778 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 '23 Option Exercise 23.12 72,047 1,665,727 0 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 '23 Sale 66.66 72,047 4,802,984 59,748,538 Jul 26 07:17 PM Schwab Charles R. Co-Chairman May 22 '23 Option Exercise 22.67 77,640 1,760,099 0 May 24 07:38 PM Schwab Charles R. Co-Chairman May 22 '23 Sale 51.76 77,640 4,018,584 59,771,278 May 24 07:38 PM
Index - P/E - EPS (ttm) -12.71 Insider Own 62.19% Shs Outstand 8.31M Perf Week -11.53%
Market Cap 22.03M Forward P/E - EPS next Y -4.68 Insider Trans 0.05% Shs Float 3.19M Perf Month -8.10%
Income -124.02M PEG - EPS next Q -2.15 Inst Own 10.82% Short Float 2.50% Perf Quarter 24.29%
Sales 27.56M P/S 0.80 EPS this Y 49.87% Inst Trans - Short Ratio 6.07 Perf Half Y 20.83%
Book/sh 1.84 P/B 1.42 EPS next Y 40.13% ROA -37.55% Short Interest 0.08M Perf Year -63.07%
Cash/sh 2.00 P/C 1.30 EPS next 5Y - ROE -181.57% 52W Range 1.17 - 8.70 Perf YTD 26.09%
Dividend Est. - P/FCF - EPS past 5Y - ROI -36.20% 52W High -69.99% Beta 2.57
Dividend TTM - Quick Ratio 0.71 Sales past 5Y 1496.93% Gross Margin -26.86% 52W Low 123.00% ATR (14) 0.26
Dividend Ex-Date - Current Ratio 0.84 EPS Y/Y TTM 6.44% Oper. Margin -263.55% RSI (14) 47.31 Volatility 10.93% 10.01%
Employees 301 Debt/Eq 21.44 Sales Y/Y TTM 41.51% Profit Margin -450.03% Recom 1.00 Target Price 8.00
Option/Short No / Yes LT Debt/Eq 21.44 EPS Q/Q -110.13% Payout - Rel Volume 0.96 Prev Close 2.58
Sales Surprise -21.08% EPS Surprise -154.72% Sales Q/Q 3.43% Earnings Mar 27 BMO Avg Volume 13.15K Price 2.61
SMA20 -0.42% SMA50 -2.43% SMA200 -4.03% Trades
Volume 12,646 Change 1.16%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-20-22 Initiated Morgan Stanley
Equal-Weight
$8.50
Jan-04-22 Initiated Deutsche Bank
Buy
$9
Dec-22-21 Initiated Oppenheimer
Outperform
$11
Dec-21-21 Initiated ROTH Capital
Buy
$8
Apr-23-24 08:00AM
Apr-05-24 04:30PM
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08:25AM
07:15AM
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May-25-23 06:49PM
(The Wall Street Journal) -5.76%
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Local Bounti Corp. operates as an advanced indoor growing facility. It is a premier Controlled Environment Agriculture (CEA) company redefining conversion efficiency and environmental, social and governance standards for indoor agriculture. The company was founded by Travis Joyner and Craig M. Hurlbert in August 2018 and is headquartered in Hamilton, MT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Nelson Mark Joseph Director Apr 15 '24 Sale 2.31 660 1,528 30,388 Apr 17 05:14 PM Nelson Mark Joseph Director Mar 13 '24 Sale 2.59 447 1,159 31,048 Mar 15 05:53 PM VALIASEK KATHLEEN Chief Financial Officer Nov 13 '23 Buy 3.17 800 2,540 273,686 Nov 13 06:35 PM VALIASEK KATHLEEN Chief Financial Officer Nov 10 '23 Buy 2.82 700 1,974 272,886 Nov 13 06:35 PM Vosburg B. David Chief Innovation Officer Nov 09 '23 Sale 3.88 4,250 16,471 106,023 Nov 09 04:53 PM VALIASEK KATHLEEN Chief Financial Officer Nov 06 '23 Buy 2.81 1,000 2,814 272,186 Nov 06 05:25 PM VALIASEK KATHLEEN Chief Financial Officer Nov 03 '23 Buy 2.60 1,000 2,604 271,186 Nov 06 05:25 PM Joyner Travis M. Chief Technology Officer Nov 02 '23 Buy 2.37 4,220 10,000 35,800 Nov 06 05:23 PM VALIASEK KATHLEEN Chief Financial Officer Nov 02 '23 Buy 2.43 4,000 9,739 270,186 Nov 02 07:31 PM FORST EDWARD C Director Nov 01 '23 Buy 1.78 10,000 17,800 46,499 Nov 01 07:39 PM Joyner Travis M. Chief Technology Officer Nov 01 '23 Buy 1.89 5,298 10,000 31,580 Nov 02 07:30 PM VALIASEK KATHLEEN Chief Financial Officer Nov 01 '23 Buy 1.99 2,650 5,267 266,186 Nov 02 07:31 PM Fabrega Anna M. Chief Executive Officer Nov 01 '23 Buy 1.86 1,288 2,402 231,628 Nov 02 07:30 PM Nordby Matthew Director Nov 01 '23 Buy 1.85 1,250 2,312 50,075 Nov 01 07:40 PM Joyner Travis M. Chief Technology Officer Oct 31 '23 Buy 1.37 73,496 100,919 50,290 Nov 01 07:40 PM Hurlbert Craig M. SVP of Strategy Oct 31 '23 Buy 1.35 54,785 73,905 1,177,386 Oct 31 07:16 PM Hurlbert Craig M. SVP of Strategy Oct 31 '23 Buy 1.34 51,403 68,973 205,003 Oct 31 07:16 PM Fabrega Anna M. Chief Executive Officer Oct 31 '23 Buy 1.33 18,801 24,985 230,340 Oct 31 07:15 PM VALIASEK KATHLEEN Chief Financial Officer Oct 31 '23 Buy 1.38 7,000 9,630 263,536 Oct 31 07:14 PM Nelson Mark Joseph Director Oct 13 '23 Sale 1.54 714 1,096 31,495 Oct 17 05:15 PM Nelson Mark Joseph Director Jul 13 '23 Sale 3.07 705 2,164 32,209 Jul 14 04:20 PM Nelson Mark Joseph Director Jun 20 '23 Sale 4.05 1,294 5,241 11,677 Jun 22 05:07 PM
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