GS Investments Inc. Sells 14,967 Shares of The Charles Schwab Corporation $SCHW

GS Investments Inc. decreased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 27.0% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 40,488 shares of the financial services provider’s stock after selling 14,967 shares during the quarter. Charles Schwab makes up 1.9% of GS Investments Inc.’s holdings, making the stock its 21st largest holding. GS Investments Inc.’s holdings in Charles Schwab were worth $3,865,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. ZWJ Investment Counsel Inc. boosted its stake in shares of Charles Schwab by 4.6% in the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after acquiring an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC boosted its stake in Charles Schwab by 2.0% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after purchasing an additional 107 shares during the period. Nicolet Bankshares Inc. boosted its stake in Charles Schwab by 0.8% in the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after purchasing an additional 107 shares during the period. First PREMIER Bank grew its holdings in Charles Schwab by 23.8% during the 3rd quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after buying an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. raised its position in shares of Charles Schwab by 0.3% during the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after buying an additional 107 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Trading Down 0.4%

Shares of SCHW stock opened at $95.08 on Friday. The company has a market cap of $168.95 billion, a PE ratio of 20.40, a price-to-earnings-growth ratio of 0.77 and a beta of 0.94. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The stock’s 50 day simple moving average is $100.73 and its two-hundred day simple moving average is $96.71. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the business earned $1.01 EPS. The company’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. Research analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s payout ratio is currently 23.18%.

Charles Schwab News Roundup

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

• Positive Sentiment: RIAs are increasing equity ownership and moving to performance‑based pay — a trend Schwab cites that can strengthen advisor loyalty to custodians and support recurring custody and platform revenue. Successful RIAs Upping Equity, Performance-Based Compensation, Schwab Says
• Positive Sentiment: Management pushing back: CEO Rick Wurster says Schwab is using AI and sees it as an aid to wealth managers rather than an existential threat — messaging intended to calm investors about disruption risk. Charles Schwab isn’t worried about AI. CEO Rick Wurster explains how it is using it now.
• Positive Sentiment: Investor optimism and fund flows have recently supported SCHW’s performance; discretionary buying and positive fund commentary are a stabilizing force after headline-driven volatility. Investors’ Optimism is Fueling The Charles Schwab Corporation’s (SCHW) Performance
• Neutral Sentiment: Relative valuation / peer comparison pieces highlight SCHW vs. Robinhood debate — useful context for value investors but not an immediate catalyst. SCHW vs. HOOD: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Primary negative catalyst: multiple outlets flag a newly released AI tax/advice tool (notably from Altruist and others) that sparked sectorwide selling on fears it could automate planning, drive fee compression and lure clients away from traditional advisory platforms. AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
• Negative Sentiment: Coverage explaining the Altruist tool’s impact—investors worry automated tax/wealth tools could reduce advisor billable hours or prompt pricing pressure across custodians and brokerages. Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James
• Negative Sentiment: Sector momentum: wealth‑management names broadly sold off amid trader flight to safety, amplifying Schwab’s decline through correlated selling and higher volume. US wealth manager stocks sink as traders flee next AI casualty
• Negative Sentiment: Insider selling: recent director and chairman share sales were reported (large, disclosed trades) — not uncommon but adds to negative optics during a headline‑driven pullback. Walter Bettinger Form 4 (SEC)
• Negative Sentiment: Reputational/legal note: an ex‑employee was found guilty of fraud/ID theft — a reputational headline that can weigh sentiment even if it’s operationally isolated. Ex-Schwab employee found guilty of fraud, ID theft

Insider Activity

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of 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 SEC filing for this sale provides additional information. Insiders have sold a total of 348,344 shares of company stock worth $36,259,555 over the last 90 days. Insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of research reports. JPMorgan Chase & Co. upped their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research report on Monday, October 20th. Morgan Stanley boosted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. UBS Group boosted their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $114.00 price target on shares of Charles Schwab in a report on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and a consensus price target of $115.65.

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.