Cramer Rosenthal Mcglynn LLC Purchases 10,739 Shares of The Charles Schwab Corporation $SCHW

Cramer Rosenthal Mcglynn LLC grew its position in The Charles Schwab Corporation (NYSE:SCHW) by 11.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 107,601 shares of the financial services provider’s stock after purchasing an additional 10,739 shares during the period. Cramer Rosenthal Mcglynn LLC’s holdings in Charles Schwab were worth $10,273,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. West Branch Capital LLC acquired a new stake in Charles Schwab in the 3rd quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new position in shares of Charles Schwab in the 3rd quarter valued at about $34,000. Evelyn Partners Asset Management Ltd acquired a new stake in shares of Charles Schwab in the second quarter valued at about $33,000. Howard Hughes Medical Institute bought a new stake in Charles Schwab during the second quarter worth about $34,000. Finally, Steph & Co. grew its stake in Charles Schwab by 74.7% in the third quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock valued at $37,000 after purchasing an additional 165 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

Charles Schwab Trading Down 0.8%

Shares of NYSE:SCHW opened at $95.29 on Friday. The business’s 50 day simple moving average is $99.88 and its 200 day simple moving average is $96.45. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The company has a market capitalization of $166.97 billion, a P/E ratio of 20.45, a P/E/G ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the company posted $1.01 EPS. The company’s 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, research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

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

Insiders Place Their Bets

In other news, insider Dennis Howard sold 10,108 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the transaction, the insider owned 10,470 shares of the company’s stock, valued at approximately $990,462. This represents a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the sale, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 415,568 shares of company stock valued at $42,639,058 over the last ninety days. 6.30% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Morgan Stanley increased their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. TD Cowen boosted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Bank of America upped their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. Piper Sandler boosted their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Finally, Truist Financial lifted their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross‑sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all‑cash), adding a private‑markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price‑target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short‑term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social‑media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

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.