Amalgamated Bank Lowers Stake in The Charles Schwab Corporation $SCHW

Amalgamated Bank decreased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 329,671 shares of the financial services provider’s stock after selling 4,881 shares during the quarter. Amalgamated Bank’s holdings in Charles Schwab were worth $31,474,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of SCHW. Princeton Global Asset Management LLC bought a new stake in shares of Charles Schwab during the second quarter valued at approximately $25,000. RMG Wealth Management LLC bought a new stake in shares of Charles Schwab in the 2nd quarter worth $27,000. West Branch Capital LLC purchased a new position in shares of Charles Schwab in the third quarter worth $27,000. Hoese & Co LLP lifted its holdings in shares of Charles Schwab by 131.6% during the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 200 shares in the last quarter. Finally, Mid American Wealth Advisory Group Inc. bought a new stake in Charles Schwab in the 2nd quarter worth about $32,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Price Performance

Shares of SCHW opened at $103.83 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The company has a 50 day moving average price of $97.15 and a 200-day moving average price of $95.52. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $104.98. The stock has a market capitalization of $184.50 billion, a PE ratio of 24.32, a PEG ratio of 0.71 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, topping the consensus estimate of $1.25 by $0.06. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The firm had revenue of $6.38 billion during the quarter, compared to analyst estimates of $5.93 billion. During the same period in the previous year, the company posted $0.71 EPS. The business’s revenue for the quarter was up 26.6% compared to the same quarter last year. Equities analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 1.0%. The ex-dividend date was Friday, November 14th. Charles Schwab’s dividend payout ratio (DPR) is 25.29%.

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction that occurred 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 transaction, the insider owned 11,923 shares in the company, valued at approximately $1,168,454. This represents a 20.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 6.30% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
• Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
• Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
• Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Wall Street Analysts Forecast Growth

A number of research firms recently commented on SCHW. TD Cowen upped their price objective on Charles Schwab from $134.00 to $135.00 and gave the company a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. increased their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research report on Monday, October 20th. Barclays boosted their price objective on shares of Charles Schwab from $111.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a report on Wednesday, October 8th. Finally, Keefe, Bruyette & Woods boosted their price target on Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $114.45.

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.