American Century Companies Inc. Sells 303,072 Shares of The Charles Schwab Corporation $SCHW

American Century Companies Inc. lowered its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,722,654 shares of the financial services provider’s stock after selling 303,072 shares during the quarter. American Century Companies Inc. owned 0.15% of Charles Schwab worth $259,932,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Federated Hermes Inc. lifted its stake in Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after buying an additional 173,577 shares during the period. First National Trust Co increased its stake in shares of Charles Schwab by 82.2% in the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares in the last quarter. AE Wealth Management LLC increased its stake in shares of Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after acquiring an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. acquired a new position in shares of Charles Schwab during the 2nd quarter valued at $246,000. Finally, Optimize Financial Inc bought a new position in Charles Schwab during the third quarter worth $467,000. Institutional investors own 84.38% of the company’s stock.

Insider Transactions 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 transaction of $210,000.00. Following the transaction, the insider owned 21,768 shares of the company’s stock, valued at $2,285,640. This trade represents a 8.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director owned 449,406 shares in the company, valued at $46,985,397.30. The trade was a 2.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 376,247 shares of company stock worth $38,910,898. Company insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

SCHW has been the subject of several research analyst reports. Piper Sandler lifted their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Citizens Jmp upped their price target on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. UBS Group raised their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, Barclays upped their target price on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Charles Schwab News Summary

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Charles Schwab Trading Down 2.5%

NYSE SCHW opened at $95.09 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 business has a fifty day simple moving average of $100.36 and a 200 day simple moving average of $96.47. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The firm has a market capitalization of $166.61 billion, a P/E ratio of 20.40, a PEG ratio of 0.77 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, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period last year, the business posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 27.47%.

About Charles Schwab

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.