M&T Bank Corp Sells 200,464 Shares of The Charles Schwab Corporation $SCHW

M&T Bank Corp trimmed its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 93.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 15,203 shares of the financial services provider’s stock after selling 200,464 shares during the quarter. M&T Bank Corp’s holdings in Charles Schwab were worth $1,519,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of SCHW. Brighton Jones LLC lifted its position in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares during the period. United Bank lifted its position in shares of Charles Schwab by 7.1% during the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after acquiring an additional 1,070 shares during the period. Nebula Research & Development LLC bought a new stake in shares of Charles Schwab during the 2nd quarter valued at $552,000. Finally, Main Street Financial Solutions LLC raised its holdings in shares of Charles Schwab by 4.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after buying an additional 305 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors.

More Charles Schwab News

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

• Positive Sentiment: Erste Group raised its FY2026 EPS forecast for Schwab to $6.01 (from $5.87), above consensus, signaling stronger-than-expected earnings momentum and supporting valuation. Erste Group raises FY2026 EPS estimate (MarketBeat)
• Positive Sentiment: Schwab’s own Modern Wealth Survey shows 57% of Americans find portfolios “too complex to manage alone,” which supports demand for Schwab’s advisory, managed-account and advice-led revenue streams over time. This is a structural growth argument for fee and asset-driven revenue. 57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
• Positive Sentiment: Schwab’s surveys also highlight rising teen interest in investing, pointing to potential long-term client acquisition and account growth as younger investors start earlier and stay in ecosystem services. Early Start, Long-Term Mindset: Teens Increasingly Interested in Investing
• Neutral Sentiment: Robinhood’s Q1 crypto-driven earnings weakness and sector comments on crypto revenue highlight continued volatility in brokerage crypto income; this is a mixed signal for Schwab—it may lose some industry fee growth if crypto stays weak but Schwab is less crypto-dependent than some peers. Robinhood Earnings Sink Shares Below Key Level, But New Market Is Thriving
• Neutral Sentiment: Schwab-published data that crypto comprises ~10% of the average American investor’s portfolio raises caution about portfolio risk concentration for some clients — important for advisors but not an immediate revenue shock for Schwab. 35% of Americans Hold Crypto. Here’s Why That Allocation Terrifies Financial Planners
• Negative Sentiment: TD Cowen trimmed its price target on SCHW (from $128 to $108) and lowered its 2026 outlook, a reminder that some sell-side firms see less upside than before; such target cuts can pressure sentiment and cap near-term upside. The Charles Schwab Corporation (SCHW) Capitalizing on Business Momentum & Diversified Model

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the sale, the insider owned 57,972 shares in the company, valued at approximately $5,739,228. The trade was a 41.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 471,268 shares of company stock worth $48,114,169. 6.30% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Truist Financial lowered their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Citizens Jmp boosted their price target on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Wolfe Research set a $120.00 price target on Charles Schwab in a report on Monday, January 12th. Finally, Argus set a $108.00 price target on Charles Schwab in a report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.00.

Charles Schwab Price Performance

Shares of SCHW opened at $91.16 on Thursday. The Charles Schwab Corporation has a 12-month low of $79.47 and a 12-month high of $107.50. The business has a 50-day simple moving average of $93.91 and a two-hundred day simple moving average of $96.23. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock has a market cap of $158.44 billion, a PE ratio of 18.09, a PEG ratio of 0.72 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The firm had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the previous year, the company posted $1.04 EPS. The business’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts anticipate that The Charles Schwab Corporation will post 5.98 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab’s payout ratio is 25.40%.

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.