Becker Capital Management Inc. Decreases Stock Holdings in The Charles Schwab Corporation $SCHW

Becker Capital Management Inc. lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 747,319 shares of the financial services provider’s stock after selling 8,520 shares during the quarter. Charles Schwab accounts for approximately 2.1% of Becker Capital Management Inc.’s investment portfolio, making the stock its 8th biggest position. Becker Capital Management Inc.’s holdings in Charles Schwab were worth $71,347,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Fisher Asset Management LLC lifted its stake in shares of Charles Schwab by 1.3% in the 3rd quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider’s stock valued at $2,066,600,000 after acquiring an additional 269,898 shares during the last quarter. Journey Strategic Wealth LLC raised its position in Charles Schwab by 13.7% in the third quarter. Journey Strategic Wealth LLC now owns 8,785 shares of the financial services provider’s stock valued at $839,000 after purchasing an additional 1,056 shares during the last quarter. Hendershot Investments Inc. acquired a new stake in shares of Charles Schwab during the third quarter valued at about $207,000. Arete Wealth Advisors LLC grew its holdings in shares of Charles Schwab by 3.4% during the third quarter. Arete Wealth Advisors LLC now owns 4,611 shares of the financial services provider’s stock worth $440,000 after purchasing an additional 153 shares during the last quarter. Finally, Holderness Investments Co. increased its stake in shares of Charles Schwab by 21.5% in the third quarter. Holderness Investments Co. now owns 3,140 shares of the financial services provider’s stock valued at $300,000 after buying an additional 555 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Price Performance

Shares of SCHW opened at $95.09 on Monday. The business’s fifty day moving average is $100.36 and its 200 day moving average is $96.48. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock has a market cap of $166.61 billion, a P/E ratio of 20.40, a P/E/G ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 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 21.97%. During the same quarter in the prior 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. Sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

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

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the sale, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The SEC filing for this sale provides additional information. Insiders sold 376,247 shares of company stock valued at $38,910,898 over the last three months. Insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on SCHW shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Barclays boosted their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Bank of America raised their target price on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Citizens Jmp lifted their target price on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Finally, UBS Group increased their price target on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently 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: 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 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.