Aberdeen Group plc Buys 380,074 Shares of The Charles Schwab Corporation $SCHW

Aberdeen Group plc boosted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 39.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,346,939 shares of the financial services provider’s stock after purchasing an additional 380,074 shares during the quarter. Aberdeen Group plc owned approximately 0.08% of Charles Schwab worth $134,573,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in SCHW. Vanguard Group Inc. grew its position in shares of Charles Schwab by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock valued at $14,471,840,000 after purchasing an additional 403,133 shares in the last quarter. State Street Corp raised its position in shares of Charles Schwab by 1.0% in the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock worth $6,984,231,000 after buying an additional 691,671 shares in the last quarter. Fisher Asset Management LLC boosted its stake in Charles Schwab by 1.3% during the third 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 buying an additional 269,898 shares during the period. Primecap Management Co. CA boosted its stake in Charles Schwab by 11.4% during the third quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after buying an additional 2,174,381 shares during the period. Finally, Viking Global Investors LP grew its position in Charles Schwab by 5.1% during the third quarter. Viking Global Investors LP now owns 16,583,101 shares of the financial services provider’s stock worth $1,583,189,000 after buying an additional 809,876 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 7,203 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $681,475.83. Following the completion of the sale, the insider directly owned 57,972 shares of the company’s stock, valued at $5,484,730.92. The trade was a 11.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the sale, the director owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 413,568 shares of company stock worth $42,435,038. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

SCHW opened at $93.95 on Friday. The stock has a 50-day moving average price of $96.63 and a 200-day moving average price of $96.23. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $163.29 billion, a P/E ratio of 20.16, a PEG ratio of 0.74 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The company 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 21.97% and a net margin of 37.01%.Charles Schwab’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period last year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s payout ratio is 27.47%.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab’s strong earnings‑surprise history and favorable setup for another beat — analysts and screens (Zacks / Yahoo) point to the same two drivers that produced prior beats (revenue mix and margin leverage), which supports near‑term upside expectations. Zacks Article
• Positive Sentiment: Product/engagement push: Schwab Teen Investor (educational incentives + fractional‑share rewards) could strengthen long‑term customer acquisition and annuitized revenue if it boosts account openings and lifetime value. Yahoo Article
• Positive Sentiment: Corporate goodwill and brand building: The Charles Schwab Foundation committed up to $2M to expand financial education, a PR/CSR positive that can support client trust and long‑term acquisition. Business Wire
• Neutral Sentiment: Schwab‑backed EDX Markets applied for an OCC national trust bank charter — a strategic move in crypto custody/trading infrastructure that could offer new lines of business but faces regulatory and execution uncertainty. Bitcoin.com
• Neutral Sentiment: Leadership move: TENEX.AI named Schwab’s former CISO Bashar Abouseido as president — notable for talent flow and cybersecurity credibility but not a direct Schwab operational change. JSONLINE
• Neutral Sentiment: Valuation/longer‑term view pieces are mixed: some analysts argue Schwab has run up and should be reassessed; others emphasize sensitivity to rates — useful framing but not immediate catalysts. Yahoo Valuation Article
• Negative Sentiment: Analyst target trims and coverage notes have pressured shares — Truist trimmed its price target slightly (and other outlets reported cuts), which can trigger short‑term selling despite the “buy” stance. Benzinga
• Negative Sentiment: Macro/geopolitical risk: BofA warns that fallout from the Middle East conflict could reduce retail broker engagement and organic growth, a direct growth risk for Schwab if client activity and new account flows slow. Yahoo / BofA
• Negative Sentiment: Recent analyst coverage/notes (reported by Motley Fool/Market commentary) linked a price‑target cut to the midweek share slump — reinforcing near‑term volatility risk from sentiment and analyst actions. Motley Fool

Analyst Ratings Changes

Several research firms have weighed in on SCHW. TD Cowen raised their price target on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Barclays upped their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Morgan Stanley lifted 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. Finally, Piper Sandler boosted their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.84.

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.