Natixis Advisors LLC Reduces Holdings in The Charles Schwab Corporation $SCHW

Natixis Advisors LLC decreased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 0.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 1,994,892 shares of the financial services provider’s stock after selling 11,441 shares during the period. Natixis Advisors LLC owned about 0.11% of Charles Schwab worth $190,453,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Korea Investment CORP boosted its stake in Charles Schwab by 19.2% during the third quarter. Korea Investment CORP now owns 1,428,604 shares of the financial services provider’s stock worth $136,389,000 after acquiring an additional 230,108 shares in the last quarter. Munich Reinsurance Co Stock Corp in Munich bought a new position in Charles Schwab in the 3rd quarter worth about $169,000. First Trust Advisors LP grew its holdings in shares of Charles Schwab by 292.7% during the third quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after buying an additional 1,644,503 shares during the last quarter. Legacy Capital Group California Inc. purchased a new stake in Charles Schwab during the 3rd quarter valued at $909,000. Finally, Neo Ivy Capital Management bought a new stake in Charles Schwab in the 3rd quarter worth about $800,000. 84.38% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on SCHW shares. TD Cowen boosted their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Bank of America increased their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. Raymond James Financial reissued an “outperform” rating and issued a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. Finally, Citizens Jmp raised their price objective 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. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and an average target price of $115.95.

Key Charles Schwab News

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Insider Buying and Selling at Charles Schwab

In related news, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction dated 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 completion of the sale, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, 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 stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 415,568 shares of company stock valued at $42,639,058. 6.30% of the stock is owned by corporate insiders.

Charles Schwab Stock Down 0.2%

Shares of SCHW opened at $95.20 on Friday. The company has a market cap of $166.81 billion, a PE ratio of 20.43, a P/E/G ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50. The business has a fifty day moving average of $99.75 and a 200 day moving average of $96.45. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the company posted $1.01 EPS. The firm’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 27.47%.

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.