Oddo BHF Asset Management Sas Acquires Shares of 36,859 The Charles Schwab Corporation $SCHW

Oddo BHF Asset Management Sas acquired a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund acquired 36,859 shares of the financial services provider’s stock, valued at approximately $3,464,000.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHW. Brighton Jones LLC increased its position in shares of Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the last quarter. United Bank lifted its position in shares of Charles Schwab by 7.1% during the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the last quarter. Nebula Research & Development LLC acquired a new position in Charles Schwab in the second quarter worth about $552,000. Finally, Main Street Financial Solutions LLC grew its stake in Charles Schwab by 4.7% in the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after purchasing an additional 305 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SCHW has been the subject of several research analyst reports. Jefferies Financial Group lowered their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. BMO Capital Markets downgraded Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price on the stock. in a report on Monday, July 20th. Raymond James Financial reiterated an “outperform” rating and issued a $145.00 target price on shares of Charles Schwab in a research report on Wednesday, July 22nd. Barclays boosted their price target on Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Finally, Wolfe Research restated an “outperform” rating and set a $127.00 price objective on shares of Charles Schwab in a research note on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $119.94.

Charles Schwab News Summary

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

• Positive Sentiment: Shareholder returns remain a major catalyst: Schwab reportedly plans to repurchase up to $20 billion of its shares. The buyback could reduce the share count, lift future EPS and signal confidence in the company’s valuation and cash generation. The company also confirmed a quarterly dividend of $0.32 per share, or $1.28 annualized. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Strong earnings momentum: Schwab’s latest quarter exceeded expectations, with EPS of $1.62 versus the $1.56 consensus and revenue of $7.07 billion versus $6.90 billion. Revenue increased 20.9% year over year, reinforcing the growth case for the brokerage and wealth-management business. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Estimates and technical sentiment improved: Erste Group raised its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. Commentary also points to a potential breakout and improving retail-investor bullishness, which could support trading activity and brokerage revenue. Schwab stock breakout analysis
• Positive Sentiment: New Austin-area office: Schwab announced a new office location in the Austin region, supporting its client-service and regional growth footprint, though the near-term financial impact is likely limited. Charles Schwab announces new Austin office
• Neutral Sentiment: Robo-adviser shutdown: Schwab is reportedly phasing out its robo-adviser platform. The decision could reduce expenses and sharpen focus on core offerings, but may weaken its appeal to younger, digitally focused investors. Why Charles Schwab is phasing out its robo-adviser
• Negative Sentiment: Large insider sales may weigh on sentiment: Chairman Walter Bettinger sold roughly $29.8 million of shares, while Nigel Murtagh sold approximately $3.4 million and Jonathan Beatty sold about $208,000. The trades were conducted under Rule 10b5-1 plans, making them weaker bearish signals, but their size could encourage profit-taking after SCHW’s recent advance.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 192,488 shares of the firm’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $103.90, for a total value of $19,999,503.20. Following the sale, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. This trade represents a 26.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $104.21, for a total transaction of $208,420.00. Following the transaction, the insider directly owned 11,738 shares of the company’s stock, valued at approximately $1,223,216.98. This trade represents a 14.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 363,848 shares of company stock worth $37,874,706. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Performance

Shares of NYSE SCHW opened at $104.42 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm’s 50-day moving average price is $95.03 and its two-hundred day moving average price is $95.42. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The stock has a market capitalization of $181.61 billion, a P/E ratio of 18.99, a P/E/G ratio of 0.80 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. The company had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.Charles Schwab’s quarterly revenue was up 20.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.14 earnings per share. As a group, sell-side analysts forecast that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be issued a $0.32 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. Charles Schwab’s dividend payout ratio (DPR) is 23.27%.

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.