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SCHW

Charles Schwab Corp.

Jul 26 • 04:00PM ET

66.60

Dollar change +0.36
Percentage change 0.54	%

Financial • Capital Markets • USA • NYSE

Stock Detail • Compare Perf. • Financials • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV VTV XLF IWD MOAT VFH IVE

Index	S&P 500	P/E	27.68	EPS (ttm)	2.41	Insider Own	5.87%	Shs Outstand	1.77B	Perf Week	7.28%
Market Cap	118.37B	Forward P/E	16.19	EPS next Y	4.11	Insider Trans	-1.02%	Shs Float	1.67B	Perf Month	-9.09%
Income	4.41B	PEG	2.15	EPS next Q	0.75	Inst Own	85.88%	Short Float	1.01%	Perf Quarter	-11.07%
Sales	25.49B	P/S	4.64	EPS this Y	-1.78%	Inst Trans	-0.58%	Short Ratio	2.05	Perf Half Y	4.54%
Book/sh	18.70	P/B	3.56	EPS next Y	33.78%	ROA	1.01%	Short Interest	16.95M	Perf Year	-0.03%
Cash/sh	26.50	P/C	2.51	EPS next 5Y	12.86%	ROE	11.99%	52W Range	48.66 - 79.49	Perf YTD	-3.20%
Dividend Est.	1.03 (1.54%)	P/FCF	-	EPS past 5Y	0.75%	ROI	6.63%	52W High	-16.22%	Beta	1.00
Dividend TTM	1.00 (1.50%)	Quick Ratio	-	Sales past 5Y	19.74%	Gross Margin	74.38%	52W Low	36.87%	ATR (14)	2.12
Dividend Ex-Date	Aug 09, 2024	Current Ratio	-	EPS Y/Y TTM	-30.13%	Oper. Margin	35.44%	RSI (14)	40.78	Volatility	2.98% 2.65%
Employees	33000	Debt/Eq	1.29	Sales Y/Y TTM	1.65%	Profit Margin	17.28%	Recom	1.86	Target Price	75.63
Option/Short	Yes / Yes	LT Debt/Eq	0.51	EPS Q/Q	2.69%	Payout	39.39%	Rel Volume	1.34	Prev Close	66.24
Sales Surprise	0.21%	EPS Surprise	1.81%	Sales Q/Q	-1.87%	Earnings	Jul 16 BMO	Avg Volume	8.27M	Price	66.60
SMA20	-5.32%	SMA50	-8.30%	SMA200	0.07%	Trades		Volume	11,098,367	Change	0.54%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-17-24	Downgrade	TD Cowen	Buy → Hold	$88 → $71
Jul-08-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$76 → $84
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

Show Previous Ratings

Today 01:11PM	Charles Schwab CEO Walt Bettinger Buys the Stock Dip (Barrons.com)
09:55AM	Favorite CEOs (Motley Fool)
09:09AM	Charles Schwab Stock Plummeted 19% in the Days Following Its Earnings Announcement. Here's Why. (Motley Fool)
Jul-25-24 06:02PM	Royal Caribbean CFO, Good Buy or Goodbye: Market Domination (Yahoo Finance Video)
05:00PM	Charles Schwab is 'dead money': Portfolio manager on stock (Yahoo Finance Video)
04:41PM	Loading…
04:41PM	Charles Schwab names Michael Verdeschi as CFO (Reuters)
Jul-24-24 04:34PM	Fade low quality small caps, says Charles Schwab's Liz Ann Sonders (CNBC TV)
04:25PM	Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends (Business Wire)
09:00AM	Schwab 401(k) Study: Confidence Among Workers Improves as Inflation and Market Volatility Concerns Soften (Business Wire)
Jul-21-24 04:51PM	The Best Place to Retire in Romania (Insider Monkey)
04:50PM	12 Best Places to Retire in Romania (Insider Monkey)
Jul-19-24 08:52PM	20 Strategies for Financial Freedom and Retire Early (Insider Monkey)
04:51PM	Schwab and LPL Short-Changed Clients Cash for Years. Now Theyre Paying for It. (Barrons.com)
03:33PM	Global IT Outage Hits Brokerage Firms and Wealth Managers, Including Schwab (Barrons.com)
03:18PM	Charles Schwab Stock Slipped Over 15% This Week. Here's Why. (Motley Fool)
01:00PM	Loading…
01:00PM	Weeks Best: Schwab Spooks the Street (Barrons.com)
12:41PM	CrowdStrike outage affects Schwab, E*Trade and other brokerages preventing people from trading (MarketWatch)
11:17AM	Stock Market Rotation Gets Rough; ASML, Eli Lilly, CrowdStrike, UnitedHealth In Focus: Weekly Review (Investor's Business Daily)
08:26AM	JPMorgan, UBS and others see effects of IT outage (Banking Dive)
05:36AM	Global Finance Contends With IT Outage: These Are the Companies Affected (The Wall Street Journal)
02:11AM	Whats Going on with Charles Schwab Stock? (NYSE:SCHW) (TipRanks)
Jul-18-24 08:57PM	It's completely up to the client when they are self directed, says Charles Schwab CEO (CNBC TV)
08:57PM	Charles Schwab CEO Walt Bettinger sits down with Jim Cramer (CNBC TV)
06:57PM	Analyst Report: The Charles Schwab Corporation (Morningstar Research)
11:56AM	Virtu Stock Rallies After High-Speed Trading Firm Posts Strong Results (The Wall Street Journal)
06:15AM	Client Assets Soar as Referrals and Recruiting Top Advisors Strategic Priorities (Barrons.com)
Jul-17-24 07:02PM	Why Charles Schwab Stock Slumped Again on Wednesday (Motley Fool) -5.38%
06:32PM	China chip exports, Fed rate cut optimism: Market Domination (Yahoo Finance Video)
11:03AM	Charles Schwab Hints Its Time to Fix Its Hurting Bank Business (Barrons.com)
10:51AM	Cramer's Stop Trading: Charles Schwab (CNBC TV)
03:24AM	Loading…
03:24AM	Heard on the Street Tuesday Recap: Back in Rotation (The Wall Street Journal)
Jul-16-24 05:57PM	Bank earnings, spot ether ETF, US labor data: Market Domination (Yahoo Finance Video) -10.18%
05:06PM	S&P 500 Gains and Losses Today: Charles Schwab Drops as Firm Plans To Shrink Bank (Investopedia)
04:46PM	Dow Sets Record With 743-Point Gain; Charles Schwab Flashes This Sell Signal (Live Coverage) (Investor's Business Daily)
04:16PM	Charles Schwab stock drops after CEO's downsizing comments (Yahoo Finance Video)
04:05PM	Charles Schwab Shocks Wall Street With Interest Revenue Falling 6%; Client Assets Hit $9.4 Trillion (Investor's Business Daily)
02:52PM	Analyst Report: The Charles Schwab Corporation (Morningstar Research)
02:06PM	September rate cut odds, latest bank earnings: Catalysts (Yahoo Finance Video)
01:53PM	Why Charles Schwab Stock Just Dropped 9% (Motley Fool)
01:49PM	Top Stock Movers Now: UnitedHealth, PNC, Charles Schwab, and More (Investopedia)
01:30PM	Charles Schwab (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
01:30PM	Yield-Hungry Wealth Management Clients Are Becoming a Headache for Big Banks (The Wall Street Journal)
12:39PM	Charles Schwab falls; Match Group, UnitedHealth rise, Tuesday, 7/16/2024 (Associated Press Finance)
12:38PM	Charles Schwab Stock Sinks as CEO Says Firm Will Get 'Smaller' (Investopedia)
12:17PM	What Big Bank earnings, election mean for regional banks (Yahoo Finance Video)
12:04PM	Charles Schwab Sinks After Vowing to Shrink Bank Over Time (Bloomberg)
11:06AM	Charles Schwab Stock Plummets After Earnings. Heres Why. (Barrons.com)
09:35AM	Brokerage Charles Schwab's profit falls on weaker interest income (Reuters)
09:29AM	Schwab's (SCHW) Q2 Earnings & Revenues Meet, Shares Slide (Zacks)
08:40AM	The Charles Schwab Corporation (SCHW) Meets Q2 Earnings Estimates (Zacks)
08:29AM	Schwab Stock Drops as Net Interest Revenue Falls and New Brokerage Accounts Disappoint (Barrons.com)
08:13AM	Charles Schwab Stock Falls After Firm Reports Lower Bank Deposits, More Short-Term Funding (The Wall Street Journal)
08:13AM	Charles Schwab Earnings, Revenue Edge Up (The Wall Street Journal)
08:05AM	Schwab Beats Earnings Forecast, But Misses on Some Key Measures. The Stock Is Falling. (Barrons.com)
07:30AM	Schwab Reports Second Quarter Results (Business Wire)
04:08AM	Bank of America, Tesla, Match rise premarket; Morgan Stanley, Charles Schwab fall (Investing.com)
Jul-15-24 05:42PM	The Fed will now focus on unemployment and labor markets, says Charles Schwab's Omar Aguilar (CNBC TV)
05:28PM	Bank earnings, retail sales, Prime Day begins: What to watch (Yahoo Finance Video)
05:25PM	Charles Schwab Earnings Will Shed Light on Asset Growth at the $9 Trillion Wealth Manager (Barrons.com)
05:03PM	Goldman Sachs earnings prove bank still very cyclical (Yahoo Finance Video)
Jul-14-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
Jul-12-24 09:46AM	Low Market Volatility to Hurt Schwab's (SCHW) Q2 Earnings (Zacks)
Jul-10-24 09:45AM	These 3 Dividend ETFs Are a Retiree's Best Friend (Motley Fool)
04:20AM	4 High-Yield Dividend ETFs to Generate Passive Income (Motley Fool)
Jul-09-24 10:00AM	The Charles Schwab Corporation (SCHW) to Report Q2 Results: Wall Street Expects Earnings Growth (Zacks)
07:30AM	Analyst Thinks Schwab Earnings May Disappoint. He Upgraded the Stock Anyway. (Barrons.com)
Jul-08-24 02:09PM	Calls of the Day: JPMorgan Chase, ServiceNow, Charles Schwab, Seagate and Union Pacific (CNBC TV)
12:30PM	Schwab Trading Activity Index: Score Moves Significantly Higher During the June Period, Returning to Moderate Levels (Business Wire)
12:24AM	Tesla, Inc. (TSLA): The Best Stock to Buy According to Reddit's WallStreetBets? (Insider Monkey)
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11:43PM	Why Is Reddit's WallStreetBets Bullish on Skillz Inc. (SKLZ) Now? (Insider Monkey)
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12:32PM	Forget AMC and Gamestop: 10 New Stocks Reddit's WallStreetBets Is Buying (Insider Monkey)
10:31AM	How $300 Per Month Can Create $42,000 in Annual Dividend Income (Motley Fool)
09:15AM	4 ETFs That Are Screaming Buys in July (Motley Fool)
Jul-05-24 06:57PM	Retail traders expect more trading volatility in July, according to Charles Schwab's latest report (CNBC TV)
Jun-29-24 06:30AM	The Best Dividend ETF to Invest $1,000 in Right Now (Motley Fool)
Jun-28-24 04:30PM	Charles Schwab Discloses Results of the Federal Reserves 2024 Comprehensive Capital Analysis and Review (Business Wire)
06:50AM	The 3 Smartest Financial Services Stocks to Buy With $10K Right Now (InvestorPlace)
04:00AM	These 3 Dividend ETFs Are a Retiree's Best Friend (Motley Fool)
Jun-27-24 10:00AM	Nvidia CEO Huang Has Billions at Foundation Where He Logs 1-Hour Weeks (Bloomberg)
08:45AM	Schwab Announces Its Summer Business Update (Business Wire)
05:00AM	3 sectors that will beat the market this year, according to a strategist (Quartz)
Jun-26-24 05:35PM	US Retail Investors Hold Cash, Own Financial Stocks, New Survey Shows (Investopedia)
04:30PM	Big banks pass Fed stress test as they fight stricter capital rules (Yahoo Finance)
09:43AM	Investing $100,000 in SCHD, VIG, or VYM: Which Is the Better ETF (Motley Fool)
05:00AM	Nvidia and Big Tech's rally has created a 'pretty significant divergence', strategist says (Quartz)
Jun-25-24 04:07PM	Investors should stay in high-quality names, says Charles Schwab's Liz Ann Sonders (CNBC TV)
02:04PM	Hedge Fund and Insider Trading News: Philippe Laffont, Neil Phillips, Paul Singer, Ray Dalio, Coatue Management, Glen Point Capital, Falcon Investment Management, Applied Materials, Inc (AMAT), and More (Insider Monkey)
Jun-24-24 03:37PM	Wealth Management Is Growing. 3 Stocks That Stand to Benefit the Most. (Barrons.com)
Jun-20-24 09:40PM	Is StockAnalysis the Best Stock Research Website for Investors? (Insider Monkey)
04:05PM	Charles Schwab showcases Schwab Trading Powered by Ameritrade (Retail Banker International)

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-Pomerantz Carolyn	Director	Jul 19 '24	Sale	61.96	9,000	557,633	567,057	Jul 23 09:17 PM
Bettinger Walter W	Co-Chairman and CEO	Jul 17 '24	Buy	66.26	25,000	1,656,500	827,377	Jul 19 05:23 PM
Wurster Richard A	President	Jul 17 '24	Buy	62.05	10,000	620,454	144,228	Jul 19 05:19 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jul 11 '24	Option Exercise	44.24	780	34,507	36,981	Jul 15 04:48 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jul 11 '24	Sale	75.00	780	58,502	18,069	Jul 15 04:48 PM
Schwab-Pomerantz Carolyn	Director	Jun 20 '24	Sale	72.49	9,000	652,373	570,657	Jun 24 06:15 PM
Clark Bernard J.	MD Head of Advisor Services	Jun 12 '24	Option Exercise	52.05	8,164	424,936	0	Jun 14 07:07 PM
Clark Bernard J.	MD Head of Advisor Services	Jun 12 '24	Sale	75.00	8,164	612,300	121,666	Jun 14 07:07 PM
Clark Bernard J.	MD Head of Advisor Services	May 28 '24	Option Exercise	42.99	28,670	1,232,523	0	May 30 08:44 PM
Clark Bernard J.	MD Head of Advisor Services	May 28 '24	Sale	70.94	77,431	5,493,146	121,666	May 30 08:44 PM
Schwab-Pomerantz Carolyn	Director	May 20 '24	Sale	78.41	9,000	705,727	574,257	May 22 06:35 PM
Schwab Charles R.	Co-Chairman	May 15 '24	Sale	78.08	58,065	4,533,709	60,683,471	May 16 08:24 PM
Schwab Charles R.	Co-Chairman	May 14 '24	Sale	76.89	65,360	5,025,700	60,741,536	May 16 08:24 PM
Schwab-Pomerantz Carolyn	Director	May 09 '24	Sale	76.13	26,315	2,003,429	1,674,571	May 13 08:44 PM
Schwab Charles R.	Co-Chairman	May 06 '24	Sale	76.40	65,790	5,026,474	60,906,686	May 08 05:49 PM
Schwab-Pomerantz Carolyn	Director	May 06 '24	Sale	76.38	13,113	1,001,635	1,700,886	May 08 06:10 PM
Schwab Charles R.	Co-Chairman	May 03 '24	Sale	75.51	66,225	5,000,425	60,972,476	May 08 05:49 PM
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

Open in Screener

LOCL

Local Bounti Corp

Jul 26 • 04:00PM ET

2.95

Dollar change +0.10
Percentage change 3.51	%

Consumer Defensive • Farm Products • USA • NYSE

Stock Detail • Compare Perf. • Financials • Options Chain • Save to Portfolio • Create Alert

LOCL Local Bounti Corp daily Stock Chart

Held by: VTI VXF

Index	-	P/E	-	EPS (ttm)	-15.36	Insider Own	62.36%	Shs Outstand	8.31M	Perf Week	-3.28%
Market Cap	25.05M	Forward P/E	-	EPS next Y	-4.91	Insider Trans	-0.25%	Shs Float	3.19M	Perf Month	3.51%
Income	-124.54M	PEG	-	EPS next Q	-2.32	Inst Own	9.89%	Short Float	2.51%	Perf Quarter	-1.67%
Sales	29.24M	P/S	0.86	EPS this Y	40.61%	Inst Trans	-	Short Ratio	8.74	Perf Half Y	29.96%
Book/sh	-1.12	P/B	-	EPS next Y	47.09%	ROA	-34.98%	Short Interest	0.08M	Perf Year	-24.55%
Cash/sh	1.73	P/C	1.70	EPS next 5Y	-	ROE	-262.96%	52W Range	1.17 - 6.33	Perf YTD	42.51%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-33.68%	52W High	-53.40%	Beta	2.51
Dividend TTM	-	Quick Ratio	0.64	Sales past 5Y	1496.93%	Gross Margin	-21.88%	52W Low	152.05%	ATR (14)	0.22
Dividend Ex-Date	-	Current Ratio	0.80	EPS Y/Y TTM	0.86%	Oper. Margin	-217.66%	RSI (14)	52.24	Volatility	8.81% 7.05%
Employees	301	Debt/Eq	-	Sales Y/Y TTM	12.95%	Profit Margin	-425.89%	Recom	1.00	Target Price	8.00
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	5.12%	Payout	-	Rel Volume	0.23	Prev Close	2.85
Sales Surprise	-0.20%	EPS Surprise	-34.73%	Sales Q/Q	25.16%	Earnings	May 09 BMO	Avg Volume	9.14K	Price	2.95
SMA20	2.30%	SMA50	1.81%	SMA200	12.25%	Trades		Volume	2,072	Change	3.51%

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

Jul-22-24 08:00AM	Local Bounti Expands Distribution with Sam's Club (PR Newswire)
Jun-30-24 05:04PM	18 Biggest Vertical Farming Companies (Insider Monkey)
Jun-25-24 08:00AM	Local Bounti Chief Financial Officer Kathleen Valiasek Promoted to President and CFO (PR Newswire)
Jun-24-24 10:00AM	The Top 3 Food Technology Stocks to Buy to Feast on Profits (InvestorPlace) -5.96%
Jun-20-24 08:00AM	Local Bounti Announces NYSE Acceptance of Plan to Regain Listing Compliance (PR Newswire)
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May-16-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Mount Pleasant, Texas with Ribbon Cutting Ceremony (PR Newswire)
May-12-24 09:34AM	Local Bounti Corporation (NYSE:LOCL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:15AM	Local Bounti Announces First Quarter 2024 Financial Results (PR Newswire)
May-06-24 05:07PM	Local Bounti to Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 (PR Newswire) +16.86% -5.57%
Apr-23-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Pasco, Washington with Ribbon Cutting Ceremony (PR Newswire) +16.86%
Apr-05-24 04:30PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) -9.86%
Mar-30-24 09:47AM	Local Bounti Corporation (NYSE:LOCL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-27-24 11:52AM	LOCL Stock Earnings: Local Bounti Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
08:25AM	Local Bounti Corporation (LOCL) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces Full Year 2023 Financial Results (PR Newswire)
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Mar-26-24 08:00AM	Local Bounti to Release Full Year 2023 Financial Results on Wednesday, March 27, 2024 (PR Newswire)
Feb-21-24 08:00AM	Local Bounti Receives Patent for Stack & Flow Technology (PR Newswire)
Jan-24-24 09:18AM	Local Bounti Amends Cargill Credit Facility and Receives Funds for Working Capital (PR Newswire) +9.05%
Dec-15-23 08:00AM	Local Bounti Announces Leadership Transition and Provides Business Update (PR Newswire)
Oct-30-23 04:05PM	Local Bounti Announces Third Quarter 2023 Financial Results (PR Newswire) +34.14%
08:00AM	Local Bounti to Release Third Quarter 2023 Financial Results on Monday, October 30, 2023 (PR Newswire)
Aug-09-23 07:15AM	Local Bounti Announces Second Quarter 2023 Financial Results (PR Newswire)
Jul-26-23 08:00AM	Local Bounti to Release Second Quarter 2023 Financial Results on Wednesday, August 9, 2023 (PR Newswire)
May-31-23 08:00AM	Local Bounti Becomes First Indoor Grower to Offer Salads with Chicken in Expansion of Popular Grab & Go Salad Kit Lineup (PR Newswire)
May-25-23 06:49PM	High-Tech Farm Startups Are Laid Low by Financing Drought, Pests (The Wall Street Journal) -5.76% +13.98%
05:00PM	Local Bounti Announces Executive Transition, Names Anna Fabrega as CEO as Company Scales Sustainable Growing Technologies (PR Newswire)
May-10-23 07:15AM	Local Bounti Announces First Quarter 2023 Financial Results (PR Newswire)
May-03-23 08:30AM	Local Bounti Completes Sale-leaseback Transaction, Provides Approximately $35 Million of Non-Dilutive Cash (PR Newswire)
Apr-27-23 04:05PM	Local Bounti to Release First Quarter 2023 Financial Results on Wednesday, May 10, 2023 (PR Newswire)
Mar-30-23 05:00AM	CapitalGainsReport: Stocks Under $2 Making Headlines (GROM, LOCL, TIVC, NKLA) (News Direct)
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Mar-29-23 07:16AM	Local Bounti Secures up to $145 Million of Additional Financing to Support Growth (PR Newswire) +46.86%
07:15AM	Local Bounti Announces Full Year 2022 Financial Results (PR Newswire)
Mar-21-23 08:00AM	Local Bounti Welcomes Jennifer Carr-Smith to its Board of Directors (PR Newswire) -17.09%
Mar-17-23 08:31AM	Local Bounti Amends Credit Agreement to Provide Additional Flexibility and Provides Select Preliminary and Unaudited Fiscal 2022 Performance (PR Newswire) +110.65%
08:30AM	Local Bounti to Release Fiscal Full Year 2022 Financial Results on Wednesday, March 29, 2023 (PR Newswire)
Mar-03-23 04:10PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) +5.03%
Jan-11-23 08:00AM	Local Bounti Introduces Asian Style Chicken Lettuce Wrap Kit Featuring Greenhouse-Grown Living Butter Lettuce (PR Newswire)
Jan-04-23 08:00AM	Local Bounti Breaks Ground at New High-Tech Controlled Environment Agriculture Facility in Texas to Support Growing Demand (PR Newswire)
Nov-10-22 07:15AM	Local Bounti Announces Third Quarter 2022 Financial Results (PR Newswire) +11.51%
Nov-07-22 08:00AM	Local Bounti Announces Partnership with Sam's Club to Deliver Fresh Produce in New Regions (PR Newswire)
Nov-03-22 08:00AM	Local Bounti to Release Third Quarter 2022 Financial Results on Thursday, November 10, 2022 (PR Newswire)
Oct-24-22 08:30AM	Local Bounti Announces PIPE Financing to Support Long-term Growth Strategy (PR Newswire)
Oct-19-22 08:00AM	Local Bounti to Showcase New Restaurant Quality, Grab-And-Go Salads at IFPA Global Produce Show (PR Newswire)
Oct-11-22 08:00AM	Local Bounti Launches Restaurant Quality, Grab-And-Go Salads with Longer-Lasting Lettuce (PR Newswire)
Sep-06-22 09:15AM	Local Bounti Named Global Sustainability Leader by Business Intelligence Group (PR Newswire) -5.44%
Aug-15-22 07:15AM	Local Bounti Announces Second Quarter 2022 Financial Results (PR Newswire) -5.61%
Aug-08-22 08:00AM	Local Bounti to Release Second Quarter 2022 Financial Results on Monday, August 15, 2022 (PR Newswire) -6.93%
Jul-14-22 08:00AM	Local Bounti Completes Construction of and Opens New High-Tech Controlled Environment Agriculture Facility in Georgia to Support Growing Demand (PR Newswire)
Jul-01-22 08:27AM	Bullish insiders bet US$1.7m on Local Bounti Corporation (NYSE:LOCL) (Simply Wall St.)
Jun-27-22 08:00AM	Local Bounti Joins the Russell 2000® Index (PR Newswire)
Jun-01-22 08:00AM	Local Bounti to Participate in the Cowen 2nd Annual Sustainability & Energy Transition Summit (PR Newswire)
May-12-22 11:14AM	Looking for Hot Stocks? This Top Analyst Offers 2 Names That Are Poised to Double (TipRanks) +12.45%
May-11-22 08:00AM	Local Bounti to Participate in the BMO Global Farm to Market Conference (PR Newswire)
May-09-22 04:05PM	Local Bounti Announces First Quarter 2022 Financial Results (PR Newswire) -13.20%
Apr-28-22 08:00AM	Local Bounti® Issues Full Year 2021 Sustainability Report (PR Newswire) -8.39%
Apr-25-22 08:00AM	Local Bounti® to Release First Quarter 2022 Financial Results on Monday, May 9, 2022 (PR Newswire) +5.15%
Apr-05-22 08:00AM	Local Bounti® Closes Acquisition of Pete's® (PR Newswire)
Mar-30-22 09:41PM	Freshlocal Reports Results of AGSM (PR Newswire) +11.56%
Mar-22-22 09:47AM	Local Bounti Cracks the Code on Profitable Indoor Farming (IPO-Edge.com)
Mar-17-22 03:42PM	Freshlocal Secures New Funding from the Government of Canada Focused on Improving Grocery Services for Albertans (PR Newswire)
08:00AM	Local Bounti to Participate in the J.P. Morgan Global ESG Conference (PR Newswire)
Mar-15-22 08:03AM	Local Bounti Announces Full Year 2021 Results (PR Newswire) +14.04%
08:00AM	Local Bounti® to Acquire Pete's® for $122.5 Million Creating Leading CEA Operator with Largest National Retail Distribution Footprint (PR Newswire)
Mar-14-22 08:00AM	Local Bounti® to Release Fiscal Full Year 2021 Financial Results on Tuesday, March 15, 2022 (PR Newswire) -23.29%
Mar-08-22 05:24AM	What Type Of Shareholders Make Up Local Bounti Corporation's (NYSE:LOCL) Share Registry? (Simply Wall St.)
Jan-05-22 08:30AM	Local Bounti Issues Inaugural Corporate Sustainability Report (PR Newswire)
Jan-03-22 09:25AM	Buy These 2 Stocks Before They Jump Over 70%, Says Oppenheimer (TipRanks) +8.53%
Dec-08-21 10:15AM	Local Bounti Corp (LOCL) Co-CEO Travis M. Joyner Bought $284,584 of Shares (GuruFocus.com) -7.72%
08:32AM	Bullish Local Bounti Corporation (NYSE:LOCL) insiders filled their treasuries with US$1.3m worth of stock over last year (Simply Wall St.)
Dec-07-21 09:15AM	Local Bounti Corp (LOCL) Co-CEO Craig M. Hurlbert Bought $764,570 of Shares (GuruFocus.com) -6.63%
Oct-21-21 08:30AM	Local Bounti, Disruptive AgTech Company Redefining the Future of Farming, Announces Corporate Updates (PR Newswire)
Oct-20-21 04:29PM	Local Bounti, Disruptive AgTech Company Redefining the Future of Farming, and Leo Holdings III Corp Announce November 16, 2021 Extraordinary General Meeting to Approve Business Combination (PR Newswire)

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	Jun 25 '24	Sale	2.68	8,405	22,532	33,168	Jun 26 05:10 PM
Nelson Mark Joseph	Director	Jun 24 '24	Sale	2.89	3,695	10,664	41,573	Jun 26 05:10 PM
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

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Charles Schwab Corp.

LOCL

Local Bounti Corp

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