Park National Corp OH Sells 28,656 Shares of The Charles Schwab Corporation $SCHW

Park National Corp OH reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 237,455 shares of the financial services provider’s stock after selling 28,656 shares during the period. Park National Corp OH’s holdings in Charles Schwab were worth $23,724,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. West Branch Capital LLC bought a new stake in shares of Charles Schwab in the 3rd quarter worth approximately $27,000. GoalVest Advisory LLC purchased a new position in Charles Schwab in the fourth quarter valued at approximately $28,000. Evelyn Partners Asset Management Ltd bought a new position in Charles Schwab during the second quarter valued at $33,000. Howard Hughes Medical Institute bought a new position in Charles Schwab during the second quarter valued at $34,000. Finally, Redmont Wealth Advisors LLC purchased a new stake in Charles Schwab in the third quarter worth $34,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Citizens Jmp upped their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. Raymond James Financial reissued an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. UBS Group boosted their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Piper Sandler upped their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. One equities research 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $93.97 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The stock has a market cap of $164.65 billion, a PE ratio of 20.16, a price-to-earnings-growth ratio of 0.75 and a beta of 0.93. The stock has a fifty day moving average of $98.26 and a 200-day moving average of $96.25.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping 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 business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the firm posted $1.01 EPS. The firm’s quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

Key Charles Schwab News

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

• Positive Sentiment: Company-hosted investor event scheduled — Schwab set a Spring Business Update for institutional investors on April 16, giving management a forum to discuss results, guidance and strategic priorities (could provide clarity and a potential catalyst). Schwab Announces Its Spring Business Update
• Positive Sentiment: Client asset and advisory growth featured in recent coverage — analysts highlight rising client assets, advisory expansion and acquisition activity that support revenue diversification and fee-based growth for Schwab. This narrative underpins longer-term revenue stability. How Do Client Asset Growth & Advisory Expansion Support Schwab?
• Positive Sentiment: International expansion — Schwab has leased ~340k sq ft in Hyderabad, signaling investment in offshore operations and talent to support growth and cost scalability. Expansion can help margins and service capacity over time. Charles Schwab Eyes India, Leases 340,000 Sq Ft In Hyderabad
• Neutral Sentiment: Valuation check-in — recent pieces examine SCHW valuation after mixed short-term performance; these analyses may influence investor positioning but don’t add fresh company-specific news. A Look At Charles Schwab (SCHW) Valuation
• Neutral Sentiment: Industry context — competitors show divergent trends: Interactive Brokers’ strong 2025 performance highlights competition for active traders, while Morgan Stanley’s $1T IRA milestone underscores intense wealth-management rivalry. These dynamics are important for market-share expectations but are not immediate company news. Can Interactive Brokers Repeat Another Big Year?
• Neutral Sentiment: Product experience story — a consumer write-up on using Schwab’s debit card abroad may modestly affect retail perceptions but is unlikely to move the stock materially. Using the Charles Schwab debit card abroad
• Negative Sentiment: Preferred-stock coverage highlights investor skepticism — recent Seeking Alpha pieces critique Schwab’s Series J and Series D preferreds (discounts and thin yields), which can signal bond/preferred market caution about payout attractiveness or relative funding costs. That negative sentiment toward preferreds can affect broader investor sentiment around capital structure and return of capital. Charles Schwab Series J Preferreds
• Negative Sentiment: Another take on preferreds — additional Seeking Alpha coverage calls Series D rewards thin despite coverage, reinforcing cautious sentiment among income investors and potentially pressuring price for capital-markets securities. Charles Schwab Series D Preferreds

Insider Activity at Charles Schwab

In related news, insider Paul V. Woolway sold 15,884 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the sale, the insider owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. This represents a 30.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 415,568 shares of company stock valued at $42,639,058 in the last quarter. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Company 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.