Skylands Capital LLC Acquires 12,850 Shares of The Charles Schwab Corporation $SCHW

Skylands Capital LLC grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 87.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 27,550 shares of the financial services provider’s stock after purchasing an additional 12,850 shares during the quarter. Skylands Capital LLC’s holdings in Charles Schwab were worth $2,630,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHW. Norges Bank acquired a new position in shares of Charles Schwab during the second quarter worth approximately $1,889,858,000. Brown Advisory Inc. increased its holdings in shares of Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after purchasing an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA raised its position in Charles Schwab by 35.9% in the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after purchasing an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in Charles Schwab by 28.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after buying an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Charles Schwab by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after buying an additional 2,786,829 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the sale, the chairman directly owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This represents a 11.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 348,344 shares of company stock valued at $36,259,555. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Recent fundamentals remain supportive: Schwab reported an earnings beat, revenue growth, and set FY‑2026 EPS guidance that indicates continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: Shares had reached fresh highs and received momentum/growth coverage this week, attracting buyer interest before the sell‑off. That prior strength could support rebounds if AI concerns ease. Zacks: Hits Fresh High
• Neutral Sentiment: Analyst coverage is generally constructive (consensus “moderate buy”); that underpins medium‑term upside but doesn’t prevent near‑term volatility. American Banking News: Consensus Rating
• Neutral Sentiment: Industry peers and retail flows have been supportive recently (retail buying on dips), so Schwab’s business mix still benefits from client inflows and scale. MSN: Retail Investors Buying the Dip
• Negative Sentiment: Primary driver of today’s sell‑off: reports that a new AI product from financial‑software firms is seen as a potential threat to wealth‑management margins, sparking a sectorwide re‑rating and heavy selling in brokerage names. FT: US brokerage shares slide over new AI tool
• Negative Sentiment: Market headlines tied the Schwab decline to AI‑related disruption fears and noted late‑session selling across Robinhood, Astera and Schwab, amplifying panic selling and volume. MSN: AI fears slam Schwab
• Negative Sentiment: Multiple outlets explain today’s pressure as direct investor reaction to competitive AI offerings (Altruist and others), heightening fears of fee compression or client migration in wealth management. Yahoo Finance: Why SCHW Shares Are Sliding

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on SCHW. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Morgan Stanley upped their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Truist Financial raised their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. boosted their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. One research 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 assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $115.65.

Charles Schwab Price Performance

Shares of SCHW stock opened at $99.24 on Wednesday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The firm has a fifty day moving average of $100.69 and a 200-day moving average of $96.73. The firm has a market capitalization of $176.34 billion, a price-to-earnings ratio of 21.30, a price-to-earnings-growth ratio of 0.87 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) 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 firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the firm earned $1.01 earnings per share. The company’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

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.