The Charles Schwab Corporation $SCHW Position Reduced by Shell Asset Management Co.

Shell Asset Management Co. reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 54.9% in the 3rd quarter, Holdings Channel.com reports. The fund owned 12,553 shares of the financial services provider’s stock after selling 15,302 shares during the quarter. Shell Asset Management Co.’s holdings in Charles Schwab were worth $1,198,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of SCHW. Federated Hermes Inc. increased its holdings in shares of Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after purchasing an additional 173,577 shares in the last quarter. First National Trust Co boosted its position in Charles Schwab by 82.2% in the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after buying an additional 40,257 shares during the last quarter. AE Wealth Management LLC increased its stake in shares of Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after buying an additional 56,609 shares during the period. W.H. Cornerstone Investments Inc. bought a new stake in shares of Charles Schwab during the second quarter worth $246,000. Finally, Optimize Financial Inc acquired a new position in shares of Charles Schwab during the third quarter valued at $467,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Ratings Changes

SCHW has been the subject of a number of research reports. Barclays lifted their price objective on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research note on Monday, January 5th. JPMorgan Chase & Co. lifted their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. Finally, Truist Financial increased their price target on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.

Insiders Place Their Bets

In other news, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the transaction, the director directly owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This trade represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 348,344 shares of company stock valued at $36,259,555 in the last quarter. 6.30% of the stock is owned by company insiders.

Key Charles Schwab News

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

• Positive Sentiment: Zacks argues Schwab is a strong growth stock, citing recent revenue and earnings growth, attractive style scores and fundamentals that support a longer-term buy case. Here’s Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
• Positive Sentiment: Barron’s (syndicated to MSN) says recent AI fears have pressured financial stocks but presents a “case for buying now,” arguing Schwab’s fundamentals and margin recovery make the pullback an entry opportunity for investors. AI Fears Hit Charles Schwab and Other Financial Stocks. The Case for Buying Now.
• Positive Sentiment: Financial Advisor Magazine reports RIAs are increasing equity and performance-based comp; that trend can boost demand for custody/clearing and platform services Schwab offers, supporting recurring revenue. Successful RIAs Upping Equity, Performance-Based Compensation, Schwab Says
• Neutral Sentiment: Charles Schwab’s Liz Ann Sonders notes a market “rotation” is the new momentum trade; if flows favor financials, Schwab could benefit, but this is a cyclical rather than company-specific catalyst. ‘The new momentum trade is rotation’ – Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Zacks compares SCHW vs HOOD for value investors—useful context on relative valuation but not an immediate catalyst for price action. SCHW vs. HOOD: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Zacks reports an “AI shockwave” after a new AI tax tool raised fears of fee compression and disruption across wealth management and brokerage firms, directly pressuring Schwab and peers. AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
• Negative Sentiment: Coverage (Yahoo/LA Times) highlights industry-wide selling on AI disruption risk after Altruist’s new AI tax tool—investors fear lower advisory/broker fees if automation reduces paid services demand. Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James
• Negative Sentiment: Insider sale: Schwab’s chairman sold roughly $7.04M of stock, a near-term negative signal that may weigh on sentiment even if not uncommon at large firms. Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $7,038,334.50 in Stock

Charles Schwab Trading Down 1.5%

Shares of NYSE SCHW opened at $93.69 on Monday. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. The stock has a market cap of $166.47 billion, a price-to-earnings ratio of 20.10, a P/E/G ratio of 0.76 and a beta of 0.94. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The company’s fifty day moving average is $100.72 and its 200-day moving average is $96.65.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter last year, the business posted $1.01 EPS. The firm’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. Equities research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $0.32 dividend. The ex-dividend date is Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is presently 27.47%.

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.