Jones Financial Companies Lllp Acquires 12,409 Shares of The Charles Schwab Corporation $SCHW

Jones Financial Companies Lllp lifted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 30.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,582 shares of the financial services provider’s stock after purchasing an additional 12,409 shares during the quarter. Jones Financial Companies Lllp’s holdings in Charles Schwab were worth $5,115,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. United Community Bank boosted its holdings in Charles Schwab by 12.3% in the third quarter. United Community Bank now owns 11,045 shares of the financial services provider’s stock worth $1,054,000 after purchasing an additional 1,206 shares in the last quarter. Arjuna Capital boosted its stake in shares of Charles Schwab by 0.6% during the 3rd quarter. Arjuna Capital now owns 18,020 shares of the financial services provider’s stock worth $1,720,000 after acquiring an additional 115 shares in the last quarter. Allied Investment Advisors LLC bought a new stake in shares of Charles Schwab during the 3rd quarter worth about $266,000. Oak Harbor Wealth Partners LLC increased its holdings in shares of Charles Schwab by 4.3% during the 3rd quarter. Oak Harbor Wealth Partners LLC now owns 10,482 shares of the financial services provider’s stock valued at $1,001,000 after acquiring an additional 436 shares during the last quarter. Finally, Mediolanum International Funds Ltd raised its stake in shares of Charles Schwab by 18.1% in the 3rd quarter. Mediolanum International Funds Ltd now owns 323,079 shares of the financial services provider’s stock valued at $31,303,000 after acquiring an additional 49,621 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $105.15 on Friday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The company has a market cap of $186.85 billion, a PE ratio of 22.56, a price-to-earnings-growth ratio of 0.82 and a beta of 0.94. The firm has a fifty day moving average price of $100.26 and a two-hundred day moving average price of $96.62. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81.

Charles Schwab (NYSE:SCHW) last released its earnings results 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 return on equity of 22.07% and a net margin of 37.01%.The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the business earned $1.01 earnings per share. The firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed 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. This is a boost 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 1.2%. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is presently 23.18%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Citizens Jmp increased their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $131.00 price objective on shares of Charles Schwab in a report on Thursday, January 22nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $114.00 target price on shares of Charles Schwab in a report on Friday, October 17th. UBS Group boosted their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. upped their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a report on Monday, October 20th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $115.65.

Insider Activity at Charles Schwab

In related news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the transaction, the insider directly owned 11,923 shares of the company’s stock, valued at $1,168,454. This trade represents a 20.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 272,077 shares of company stock worth $28,285,973. 6.30% of the stock is owned by corporate 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.