Mitsubishi UFJ Asset Management UK Ltd. Grows Holdings in The Charles Schwab Corporation $SCHW

Mitsubishi UFJ Asset Management UK Ltd. boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 36.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 26,000 shares of the financial services provider’s stock after acquiring an additional 7,000 shares during the period. Charles Schwab accounts for about 1.2% of Mitsubishi UFJ Asset Management UK Ltd.’s investment portfolio, making the stock its 22nd largest position. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Charles Schwab were worth $2,482,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in SCHW. Norges Bank purchased a new stake in shares of Charles Schwab in the second quarter worth $1,889,858,000. Brown Advisory Inc. lifted its stake in shares of Charles Schwab by 88.4% during the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after buying an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA boosted its holdings in Charles Schwab by 35.9% in the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after buying an additional 5,032,728 shares during the period. Bank of New York Mellon Corp increased its stake in Charles Schwab by 28.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after buying an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in Charles Schwab by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after buying an additional 2,786,829 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

SCHW has been the topic of several research analyst reports. Raymond James Financial restated an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Truist Financial lifted their target price on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. TD Cowen increased their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Wolfe Research set a $120.00 price objective on shares of Charles Schwab in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Buying and Selling at Charles Schwab

In other news, Chairman Walter W. Bettinger sold 67,514 shares of the company’s stock in a transaction dated 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 approximately $55,184,320.50. This represents a 11.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the 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 SEC filing for this sale provides additional information. Insiders sold 348,344 shares of company stock worth $36,259,555 in the last ninety days. Company insiders own 6.30% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Zacks highlights Schwab as a top-ranked value stock, reinforcing buy-the-dip narratives and valuation-based interest from value investors. The Charles Schwab Corporation (SCHW) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: PowerX Optimizer released an update that includes a Charles Schwab integration — a distribution/partner signal that can help drive client acquisition and platform stickiness. PowerX Optimizer Releases Version 3.7.0 Featuring WealthOS Goals Financial Freedom Tool and Charles Schwab Integration
• Positive Sentiment: Local commercial real estate news shows Schwab filling office space (South End lease), a sign of stable corporate operations and footprint expansion. South End tower nears full occupancy as investment giant inks big lease
• Neutral Sentiment: Brokerage roundups and “best apps” lists include Schwab in comparisons for beginners — positive for brand and customer inflows but not an immediate catalyst. What’s the Best Brokerage for Beginners Now? My Pick for February 2026 6 best investing and trading apps for beginners
• Neutral Sentiment: Charles Schwab strategists note inflation risks (Liz Ann Sonders), a macro comment investors monitor for potential margin and rate impacts. ‘Wouldn’t rule out’ inflation reigniting due to tariffs, labor costs – Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: AI-driven tax/planning tool Hazel triggered investor fears that robo/AI offerings could displace traditional advisors; wealth-management incumbents including Schwab have seen notable share weakness after that news. Week’s Best: This Is Hazel, the AI Tool That Rocked Markets
• Negative Sentiment: Multiple outlets report Charles Schwab wired ~$27.7M related to Jeffrey Epstein’s attempted property purchase days before his 2019 arrest — a reputational/legal headline that can pressure the stock while investors assess regulatory or litigation risk. How Schwab moved $27.7M in payments for Epstein days before his arrest
• Negative Sentiment: Zacks piece explaining the ~9–10% decline since the last earnings report summarizes sell-side rotation and investor concerns about growth vs. disruption — provides context for ongoing weakness. Why Is Charles Schwab (SCHW) Down 9.8% Since Last Earnings Report?

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $93.97 on Friday. The stock has a 50 day moving average of $100.57 and a 200 day moving average of $96.56. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The firm has a market cap of $166.98 billion, a PE ratio of 20.17, a PEG ratio of 0.76 and a beta of 0.94. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47.

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, topping analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The company’s revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared 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. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

About Charles Schwab

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.