Elo Mutual Pension Insurance Co Sells 11,174 Shares of The Charles Schwab Corporation $SCHW

Elo Mutual Pension Insurance Co reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 8.8% during the third quarter, Holdings Channel reports. The institutional investor owned 116,139 shares of the financial services provider’s stock after selling 11,174 shares during the period. Elo Mutual Pension Insurance Co’s holdings in Charles Schwab were worth $11,088,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fisher Asset Management LLC lifted its holdings in Charles Schwab by 1.3% during the third quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider’s stock valued at $2,066,600,000 after purchasing an additional 269,898 shares in the last quarter. Journey Strategic Wealth LLC raised its position in shares of Charles Schwab by 13.7% during the 3rd quarter. Journey Strategic Wealth LLC now owns 8,785 shares of the financial services provider’s stock valued at $839,000 after purchasing an additional 1,056 shares during the period. Hendershot Investments Inc. purchased a new position in shares of Charles Schwab during the 3rd quarter valued at $207,000. Arete Wealth Advisors LLC boosted its holdings in Charles Schwab by 3.4% in the 3rd quarter. Arete Wealth Advisors LLC now owns 4,611 shares of the financial services provider’s stock worth $440,000 after buying an additional 153 shares during the period. Finally, Holderness Investments Co. increased its stake in Charles Schwab by 21.5% in the 3rd quarter. Holderness Investments Co. now owns 3,140 shares of the financial services provider’s stock worth $300,000 after buying an additional 555 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on SCHW shares. TD Cowen boosted their price objective on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Truist Financial increased their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Morgan Stanley upped their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Barclays lifted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $115.95.

Insiders Place Their Bets

In other news, insider Dennis Howard sold 27,903 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the transaction, the insider owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. This represents a 72.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the sale, the insider owned 21,768 shares of the company’s stock, valued at $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 376,247 shares of company stock worth $38,910,898. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Down 2.5%

Shares of NYSE:SCHW opened at $95.09 on Monday. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The firm has a market capitalization of $166.61 billion, a PE ratio of 20.40, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The business has a 50 day simple moving average of $100.36 and a two-hundred day simple moving average of $96.48. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. During the same period in the previous year, the business posted $1.01 earnings per share. The business’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were given a dividend of $0.32 per share. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s dividend payout ratio is presently 27.47%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Charles Schwab Profile

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.