The Charles Schwab Corporation $SCHW Shares Sold by Allen Operations LLC

Allen Operations LLC reduced its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 13.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 380,215 shares of the financial services provider’s stock after selling 59,882 shares during the quarter. Charles Schwab makes up 4.3% of Allen Operations LLC’s investment portfolio, making the stock its 8th largest position. Allen Operations LLC’s holdings in Charles Schwab were worth $36,299,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Princeton Global Asset Management LLC purchased a new position in Charles Schwab in the 2nd quarter worth approximately $25,000. West Branch Capital LLC bought a new stake in Charles Schwab in the third quarter valued at about $27,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Charles Schwab in the 2nd quarter valued at approximately $32,000. Hoese & Co LLP raised 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 worth $32,000 after purchasing an additional 200 shares during the period. Finally, Evelyn Partners Asset Management Ltd bought a new position in Charles Schwab in the second quarter worth about $33,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on SCHW. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a report on Thursday, January 22nd. JPMorgan Chase & Co. raised their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Keefe, Bruyette & Woods lifted 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. Finally, Raymond James Financial reissued an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. One equities research 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 given a Sell rating to the company. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and an average price target of $115.65.

Insiders Place Their Bets

In other Charles Schwab news, Chairman Walter W. Bettinger sold 94,948 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $104.25, for a total value of $9,898,329.00. Following the sale, the chairman owned 529,346 shares of the company’s stock, valued at $55,184,320.50. The trade was a 15.21% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the firm’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 SEC filing for this sale provides additional information. Insiders have sold 272,077 shares of company stock worth $28,285,973 over the last 90 days. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Analyst bullish case — Zacks highlights three reasons Schwab can continue to outgrow the market (above‑average financial growth, margin/ROE strength, business mix). This supports upside expectations. Looking for a Growth Stock? 3 Reasons Why Charles Schwab (SCHW) is a Solid Choice
• Positive Sentiment: Dividend/analyst support — Coverage notes Schwab among financials with potential dividend boosts and higher analyst price targets, which can attract income and institutional flows. Analysts See Upside in These 3 Dividend-Boosting Financial Giants (SCHW)
• Positive Sentiment: Street rating — Brokerages collectively assign a “Moderate Buy” consensus to SCHW, reinforcing demand from discretionary and model‑portfolio allocations. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: All‑time high print — Market coverage notes SCHW reached a new record, a technical positive that can trigger momentum/crossover buying and lift investor psychology. Charles Schwab stock hits all-time high at 105.82 USD
• Positive Sentiment: Retail demand — Schwab strategist/commentary shows retail investors are buying dips in large tech and brokers; that behavior supports client activity and AUM/transaction volumes. Retail investors are buying the dip in Microsoft, Netflix, Tesla: Charles Schwab’s Mazzola
• Neutral Sentiment: Industry halo — Indian broker Upstox cites a “Schwab‑style” playbook as it diversifies and targets profitability; positive for Schwab’s brand, but indirect to SCHW stock fundamentals. Upstox eyes Charles Schwab-style playbook as cofounder Ravi Kumar drives diversification, profitability
• Neutral Sentiment: Student‑loan coverage — An AP piece on student loan changes notes the Charles Schwab Foundation supports financial‑literacy reporting. The policy story affects consumer finances broadly; Schwab’s direct exposure is limited. What to know about student loan repayment plans and collections
• Negative Sentiment: Insider sale — Schwab’s chairman disclosed a sale of about $9.9M in shares this week; sizable insider selling can weigh on sentiment even if part of planned diversification. Monitor filings for follow‑up. Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $9,898,329.00 in Stock

Charles Schwab Trading Up 2.0%

Shares of SCHW stock opened at $107.15 on Tuesday. The firm’s fifty day simple moving average is $100.55 and its 200 day simple moving average is $96.71. The firm has a market capitalization of $190.40 billion, a P/E ratio of 22.99, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. 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 $107.27.

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. The business 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 firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period last year, the business earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

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

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.