Twin Capital Management Inc. Cuts Stock Position in The Charles Schwab Corporation $SCHW

Twin Capital Management Inc. decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 19.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 38,443 shares of the financial services provider’s stock after selling 9,426 shares during the quarter. Twin Capital Management Inc.’s holdings in Charles Schwab were worth $3,670,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Federated Hermes Inc. lifted its holdings in shares of Charles Schwab by 2,112.7% in the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after purchasing an additional 173,577 shares during the last quarter. Vanguard Personalized Indexing Management LLC increased its position in Charles Schwab by 26.8% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock worth $17,387,000 after buying an additional 40,275 shares during the period. AE Wealth Management LLC lifted its stake in Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after buying an additional 56,609 shares during the last quarter. W.H. Cornerstone Investments Inc. purchased a new stake in Charles Schwab in the second quarter valued at approximately $246,000. Finally, Optimize Financial Inc acquired a new stake in shares of Charles Schwab in the third quarter valued at approximately $467,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

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.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on SCHW. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Barclays raised their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. TD Cowen upped their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. The Goldman Sachs Group reissued a “buy” rating and set a $114.00 price target on shares of Charles Schwab in a report on Friday, October 17th. Finally, UBS Group boosted their price target on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.65.

Charles Schwab Trading Up 3.1%

Shares of Charles Schwab stock opened at $105.15 on Friday. The firm has a market cap of $186.85 billion, a price-to-earnings ratio of 22.56, a price-to-earnings-growth ratio of 0.82 and a beta of 0.94. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $105.81. The company’s 50-day simple moving average is $100.26 and its 200-day simple moving average is $96.62. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating 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 company had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the company earned $1.01 EPS. 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. As a group, equities research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued 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 yield of 1.2%. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s dividend payout ratio is currently 23.18%.

Insiders Place Their Bets

In other Charles Schwab 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 sale, the insider owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This trade represents a 20.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s 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. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 272,077 shares of company stock worth $28,285,973. 6.30% of the stock is owned by corporate insiders.

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.