Charles Schwab director Carolyn Schwab-Pomerantz sells $1.98m in stock

Published 08/02/2025, 00:30
Charles Schwab director Carolyn Schwab-Pomerantz sells $1.98m in stock

Carolyn Schwab-Pomerantz, a director at Charles Schwab Corp (NYSE:SCHW), recently sold a significant portion of her holdings in the company. According to a recent SEC filing, Schwab-Pomerantz sold a total of 24,000 shares of common stock on February 6, 2025. The shares were sold at an average price of approximately $82.70, with the transactions executed in multiple trades at prices ranging from $82.33 to $83.01. The total value of the shares sold amounted to $1,984,846. The sale comes as Charles Schwab trades near its 52-week high of $84.04, with the stock showing impressive momentum, gaining over 34% in the past six months. According to InvestingPro, the company has maintained dividend payments for 37 consecutive years.

Post-transaction, Schwab-Pomerantz holds 1,574,393.6599 shares indirectly through a trust, while an additional 524,929 shares are held by her spouse as trustee. Additionally, Schwab-Pomerantz directly owns 8,162 shares, and 2,798 shares are indirectly owned through an LLC. InvestingPro analysis suggests the stock is currently fairly valued, with 14 analysts recently revising their earnings expectations upward. The sales were conducted under a Rule 10b5-1 trading plan, which was adopted on August 14, 2024. For deeper insights into Charles Schwab’s valuation and future prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

In other recent news, Trump Media and Technology Group (TMTG) announced plans to invest up to $250 million into financial services and financial technology, launching a new brand, Truth.Fi. The investment will be custodied by Charles Schwab and is part of the company’s strategic diversification into the fintech space. These developments are part of the company’s recent activities.

Meanwhile, Charles Schwab Corporation received revised stock targets from several financial firms. Truist Securities raised the target to $90, maintaining a buy rating, following robust fourth-quarter 2024 results and optimistic projections for 2025. Piper Sandler increased the target to $78, maintaining a neutral rating, while Raymond (NSE:RYMD) James raised the target to $88, retaining an outperform rating. In addition, Raymond James maintained an outperform rating with a price target of $86.

These adjustments reflect Charles Schwab’s strong financial performance and future growth prospects. The new targets are based on projected earnings per share (EPS) for 2025 and 2026, improved net interest income, and reduced expenses. The company’s recent activities show a promising trajectory in the financial services sector.

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