BI Asset Management Fondsmaeglerselskab A S Grows Holdings in The Charles Schwab Corporation $SCHW

BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 17.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 110,463 shares of the financial services provider’s stock after buying an additional 16,484 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Charles Schwab were worth $10,546,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Princeton Global Asset Management LLC acquired a new stake in shares of Charles Schwab during the second quarter worth $25,000. West Branch Capital LLC purchased a new position in Charles Schwab during the third quarter worth about $27,000. Hoese & Co LLP boosted its stake in Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after buying an additional 200 shares during the last quarter. Mid American Wealth Advisory Group Inc. purchased a new stake in Charles Schwab in the 2nd quarter valued at about $32,000. Finally, Evelyn Partners Asset Management Ltd acquired a new position in shares of Charles Schwab during the 2nd quarter valued at about $33,000. 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. Keefe, Bruyette & Woods raised their target price on shares of Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Citizens Jmp boosted their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 price objective on shares of Charles Schwab in a report on Thursday, January 22nd. Truist Financial lifted their target price on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Barclays boosted their price target on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus price target of $115.65.

Charles Schwab Stock Down 1.9%

Shares of NYSE SCHW opened at $101.92 on Friday. The stock has a fifty day moving average price of $100.02 and a 200 day moving average price of $96.55. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $105.81. The company has a market cap of $181.11 billion, a P/E ratio of 21.87, a P/E/G ratio of 0.84 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.07. The company had revenue of $6.34 billion during 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 prior year, the business earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal 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 given a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is presently 23.18%.

Charles Schwab News Summary

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

• Positive Sentiment: Quarterly results beat and raised guidance: Schwab reported an EPS and revenue beat and set FY2026 EPS guidance of $5.70–$5.80, supporting the company’s earnings outlook and fundamentals. MarketBeat SCHW Coverage
• Positive Sentiment: Dividend increased: Company declared a higher quarterly dividend ($0.32 vs. prior $0.27), improving income appeal and signaling confidence in cash flow. MarketBeat SCHW Coverage
• Positive Sentiment: Analyst sentiment remains constructive: Multiple firms have reiterated buy/market-outperform ratings and lifted targets in recent weeks, leaving a Consensus “Moderate Buy” and a mid‑teens upside to consensus targets. MarketBeat Analyst Coverage
• Neutral Sentiment: Management messaging on product positioning and Gen Z adoption: CEO comments and TV interviews highlight Schwab’s strategy to avoid “gambling”-style experiences and emphasize long‑term investor engagement — a strategic positive but longer‑term in impact. Yahoo Finance Video
• Neutral Sentiment: Coverage of prediction markets / industry commentary: CEO interviews on prediction markets and crypto are getting press; interesting for product positioning but unlikely to move near-term fundamentals materially. CNBC Interview
• Negative Sentiment: Large insider sales by the chairman: Walter W. Bettinger sold ~257,410 shares across Feb. 3–4 for roughly $26.8M, representing a sizable reduction in his holdings — a clear near‑term negative for investor sentiment. SEC Form 4
• Negative Sentiment: Other insider selling: General Counsel Peter Morgan III sold ~7,595 shares recently; additional insider disposals amplify market worry about timing of insider liquidity. SEC Form 4

Insider Activity

In related news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total transaction of $301,056.00. Following the completion of the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was 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. Over the last three months, insiders sold 272,077 shares of company stock worth $28,285,973. 6.30% of the stock is currently owned by company insiders.

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.