Bowen Hanes & Co. Inc. Has $60.83 Million Stock Holdings in The Charles Schwab Corporation $SCHW

Bowen Hanes & Co. Inc. increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 104.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 637,171 shares of the financial services provider’s stock after buying an additional 325,955 shares during the quarter. Charles Schwab comprises about 1.5% of Bowen Hanes & Co. Inc.’s portfolio, making the stock its 27th biggest position. Bowen Hanes & Co. Inc.’s holdings in Charles Schwab were worth $60,831,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. West Branch Capital LLC acquired a new position in shares of Charles Schwab during the third quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new stake in Charles Schwab in the 3rd quarter valued at $34,000. Evelyn Partners Asset Management Ltd bought a new stake in Charles Schwab during the 2nd quarter valued at $33,000. Howard Hughes Medical Institute acquired a new position in Charles Schwab during the second quarter worth $34,000. Finally, Steph & Co. lifted its stake in shares of Charles Schwab by 74.7% in the third quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock valued at $37,000 after buying an additional 165 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on SCHW shares. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Truist Financial boosted their price objective on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Bank of America raised their target price on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. Wolfe Research set a $120.00 target price on Charles Schwab in a research report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.95.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Zacks highlights Schwab as a top-ranked value stock, reinforcing buy-the-dip narratives and valuation-based interest from value investors. The Charles Schwab Corporation (SCHW) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: PowerX Optimizer released an update that includes a Charles Schwab integration — a distribution/partner signal that can help drive client acquisition and platform stickiness. PowerX Optimizer Releases Version 3.7.0 Featuring WealthOS Goals Financial Freedom Tool and Charles Schwab Integration
• Positive Sentiment: Local commercial real estate news shows Schwab filling office space (South End lease), a sign of stable corporate operations and footprint expansion. South End tower nears full occupancy as investment giant inks big lease
• Neutral Sentiment: Brokerage roundups and “best apps” lists include Schwab in comparisons for beginners — positive for brand and customer inflows but not an immediate catalyst. What’s the Best Brokerage for Beginners Now? My Pick for February 2026 6 best investing and trading apps for beginners
• Neutral Sentiment: Charles Schwab strategists note inflation risks (Liz Ann Sonders), a macro comment investors monitor for potential margin and rate impacts. ‘Wouldn’t rule out’ inflation reigniting due to tariffs, labor costs – Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: AI-driven tax/planning tool Hazel triggered investor fears that robo/AI offerings could displace traditional advisors; wealth-management incumbents including Schwab have seen notable share weakness after that news. Week’s Best: This Is Hazel, the AI Tool That Rocked Markets
• Negative Sentiment: Multiple outlets report Charles Schwab wired ~$27.7M related to Jeffrey Epstein’s attempted property purchase days before his 2019 arrest — a reputational/legal headline that can pressure the stock while investors assess regulatory or litigation risk. How Schwab moved $27.7M in payments for Epstein days before his arrest
• Negative Sentiment: Zacks piece explaining the ~9–10% decline since the last earnings report summarizes sell-side rotation and investor concerns about growth vs. disruption — provides context for ongoing weakness. Why Is Charles Schwab (SCHW) Down 9.8% Since Last Earnings Report?

Charles Schwab Stock Performance

SCHW stock opened at $93.97 on Friday. 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 firm has a market cap of $166.98 billion, a PE ratio of 20.17, a P/E/G ratio of 0.76 and a beta of 0.94. The business has a 50 day moving average of $100.57 and a 200-day moving average of $96.56. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business’s revenue was up 18.9% on a year-over-year basis. During the same quarter in the previous year, the firm 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 expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a dividend of $0.32 per share. The ex-dividend date is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Insider Activity at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the transaction, the insider directly owned 21,768 shares of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction that occurred 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. Insiders have sold a total of 348,344 shares of company stock worth $36,259,555 in the last ninety days. Corporate 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.