Massachusetts Financial Services Co. MA Has $1.63 Billion Stock Holdings in The Charles Schwab Corporation $SCHW

Massachusetts Financial Services Co. MA decreased its position in The Charles Schwab Corporation (NYSE:SCHW) by 7.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 17,084,112 shares of the financial services provider’s stock after selling 1,321,149 shares during the quarter. Massachusetts Financial Services Co. MA owned 0.94% of Charles Schwab worth $1,631,020,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Charles Schwab during the second quarter worth about $1,889,858,000. Brown Advisory Inc. boosted its holdings in shares of Charles Schwab by 88.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock worth $1,109,687,000 after acquiring an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA grew its position in Charles Schwab by 35.9% during the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after acquiring an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in Charles Schwab by 28.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock valued at $1,293,978,000 after purchasing an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in Charles Schwab by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after purchasing an additional 2,786,829 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
• Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
• Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
• Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Insider Buying and Selling at Charles Schwab

In other news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the transaction, the insider owned 11,923 shares in the company, valued at $1,168,454. This represents a 20.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 6.30% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have recently commented on SCHW shares. TD Cowen increased their target price on Charles Schwab from $134.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday. Barclays upped their price target on shares of Charles Schwab from $111.00 to $120.00 and gave the stock an “overweight” rating in a research report on Thursday, January 8th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $114.00 target price on shares of Charles Schwab in a research note on Friday, October 17th. Keefe, Bruyette & Woods increased their price target on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Finally, Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $114.45.

Charles Schwab Stock Performance

SCHW stock opened at $103.83 on Friday. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $104.98. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The firm has a market cap of $184.50 billion, a PE ratio of 24.32, a P/E/G ratio of 0.71 and a beta of 0.94. The business’s 50-day moving average price is $97.15 and its two-hundred day moving average price is $95.52.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.06. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The company had revenue of $6.38 billion for the quarter, compared to analyst estimates of $5.93 billion. During the same quarter last year, the firm posted $0.71 earnings per share. Charles Schwab’s revenue was up 26.6% compared to the same quarter last year. As a group, research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were paid a $0.27 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $1.08 dividend on an annualized basis and a yield of 1.0%. Charles Schwab’s payout ratio is presently 25.29%.

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.