The Charles Schwab Corporation $SCHW Stake Decreased by Bessemer Group Inc.

Bessemer Group Inc. cut its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 284,159 shares of the financial services provider’s stock after selling 32,349 shares during the period. Bessemer Group Inc.’s holdings in Charles Schwab were worth $27,128,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Princeton Global Asset Management LLC bought a new position in Charles Schwab in the 2nd quarter valued at about $25,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the 3rd quarter worth about $27,000. Hoese & Co LLP lifted its stake in shares of Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 200 shares during the period. Mid American Wealth Advisory Group Inc. bought a new position in shares of Charles Schwab in the second quarter valued at approximately $32,000. Finally, Evelyn Partners Asset Management Ltd acquired a new position in shares of Charles Schwab during the second quarter valued at approximately $33,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $105.15 on Friday. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $105.81. The stock’s fifty day simple moving average is $100.26 and its 200-day simple moving average is $96.62. The company has a market capitalization of $186.85 billion, a price-to-earnings ratio of 22.56, a P/E/G ratio of 0.82 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The firm had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be given a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is 23.18%.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Morgan Stanley upped their target price on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. JPMorgan Chase & Co. raised their target price on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Raymond James Financial reaffirmed an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a report on Monday, January 5th. Finally, Bank of America boosted their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $115.65.

Charles Schwab News Summary

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.

Insider Transactions at Charles Schwab

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jonathan S. Beatty sold 3,072 shares of the firm’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 value of $301,056.00. Following the completion of the sale, the insider directly owned 11,923 shares in the company, valued at $1,168,454. This trade represents a 20.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 272,077 shares of company stock worth $28,285,973. Company insiders own 6.30% of the company’s stock.

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.