National Pension Service Grows Stock Holdings in The Charles Schwab Corporation $SCHW

National Pension Service increased its stake in The Charles Schwab Corporation (NYSE:SCHW) by 1.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,900,193 shares of the financial services provider’s stock after purchasing an additional 60,174 shares during the quarter. National Pension Service owned 0.21% of Charles Schwab worth $372,351,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in SCHW. ZWJ Investment Counsel Inc. lifted its holdings in Charles Schwab by 4.6% in the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after acquiring an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC increased its position in shares of Charles Schwab by 2.0% during the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock valued at $501,000 after purchasing an additional 107 shares during the last quarter. Nicolet Bankshares Inc. lifted its stake in shares of Charles Schwab by 0.8% in the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after purchasing an additional 107 shares during the period. First PREMIER Bank lifted its stake in shares of Charles Schwab by 23.8% in the 3rd quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock worth $53,000 after purchasing an additional 107 shares during the period. Finally, Harfst & Associates Inc. lifted its stake in shares of Charles Schwab by 0.3% in the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock worth $3,220,000 after purchasing an additional 107 shares during the period. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Board approved a 19% increase in the quarterly common dividend to $0.32 per share (annualized yield ~1.2%); ex-dividend date and payout schedule were announced — signals strong free cash flow and management confidence in capital returns. Schwab Declares 19% Increase in Quarterly Common Stock Dividend
• Positive Sentiment: Market reaction: analysts and coverage noted the dividend boost and Schwab’s strong 2025 results, and the stock rallied on the news — suggests investors view the payout increase and recent earnings/guidance as supportive of valuation. Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19%
• Positive Sentiment: Executive/organizational changes: Schwab is consolidating wealth, banking and technology operations — the CIO will lead a new tech & operations unit and Neesha Hathi was tapped to run combined wealth and banking operations. These moves target integration, cross-selling and operating leverage. Charles Schwab taps CIO to lead new tech, operations unit Schwab Taps Neesha Hathi for New Role
• Neutral Sentiment: Leadership transition at Charles Schwab Bank: long-time bank CEO Paul Woolway is retiring and a successor was named — manageable succession but worth watching for any near-term execution risks at the bank. Charles Schwab Bank CEO Paul Woolway to Retire
• Neutral Sentiment: Macro/flow note: reporting on IRS timing of tax refunds is in the news — larger or earlier-than-expected refunds can affect retail deposit and brokerage flows seasonally, but the impact on Schwab is indirect and uncertain. Here’s when you’ll get your tax refund from the IRS

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction 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 sale, the insider owned 21,768 shares in the company, valued at $2,285,640. The trade was a 8.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In the last 90 days, insiders have sold 7,072 shares of company stock valued at $715,076. Insiders own 6.30% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Raymond James Financial restated an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. Citizens Jmp boosted their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. Piper Sandler upped their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Truist Financial boosted their price target on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $115.65.

Charles Schwab Stock Performance

NYSE:SCHW opened at $103.96 on Friday. The stock has a 50-day moving average price of $99.03 and a 200 day moving average price of $96.26. The stock has a market capitalization of $184.73 billion, a P/E ratio of 22.31, a P/E/G ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $105.81. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period in the prior year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a $0.32 dividend. The ex-dividend date is Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is presently 23.18%.

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.