The Charles Schwab Corporation $SCHW Shares Sold by AGF Management Ltd.

AGF Management Ltd. decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 51.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,900 shares of the financial services provider’s stock after selling 8,312 shares during the period. AGF Management Ltd.’s holdings in Charles Schwab were worth $754,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Princeton Global Asset Management LLC acquired a new stake in shares of Charles Schwab during the second quarter worth $25,000. West Branch Capital LLC purchased a new position in Charles Schwab during the 3rd quarter worth $27,000. Hoese & Co LLP lifted its stake in shares of Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 200 shares during the period. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Charles Schwab in the second quarter valued at about $32,000. Finally, Evelyn Partners Asset Management Ltd acquired a new position in shares of Charles Schwab during the second quarter worth about $33,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Quarterly results beat and raised guidance: Schwab reported an EPS and revenue beat and set FY2026 EPS guidance of $5.70–$5.80, supporting the company’s earnings outlook and fundamentals. MarketBeat SCHW Coverage
• Positive Sentiment: Dividend increased: Company declared a higher quarterly dividend ($0.32 vs. prior $0.27), improving income appeal and signaling confidence in cash flow. MarketBeat SCHW Coverage
• Positive Sentiment: Analyst sentiment remains constructive: Multiple firms have reiterated buy/market-outperform ratings and lifted targets in recent weeks, leaving a Consensus “Moderate Buy” and a mid‑teens upside to consensus targets. MarketBeat Analyst Coverage
• Neutral Sentiment: Management messaging on product positioning and Gen Z adoption: CEO comments and TV interviews highlight Schwab’s strategy to avoid “gambling”-style experiences and emphasize long‑term investor engagement — a strategic positive but longer‑term in impact. Yahoo Finance Video
• Neutral Sentiment: Coverage of prediction markets / industry commentary: CEO interviews on prediction markets and crypto are getting press; interesting for product positioning but unlikely to move near-term fundamentals materially. CNBC Interview
• Negative Sentiment: Large insider sales by the chairman: Walter W. Bettinger sold ~257,410 shares across Feb. 3–4 for roughly $26.8M, representing a sizable reduction in his holdings — a clear near‑term negative for investor sentiment. SEC Form 4
• Negative Sentiment: Other insider selling: General Counsel Peter Morgan III sold ~7,595 shares recently; additional insider disposals amplify market worry about timing of insider liquidity. SEC Form 4

Charles Schwab Stock Down 1.9%

SCHW opened at $101.92 on Friday. The business’s fifty day moving average is $100.02 and its two-hundred day moving average is $96.55. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The company has a market cap of $181.11 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $105.81.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results 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. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the business posted $1.01 earnings per share. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.32 per share. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is 23.18%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. UBS Group raised their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Wolfe Research set a $120.00 price target on Charles Schwab in a report on Monday, January 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Morgan Stanley increased their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, TD Cowen raised their target price on Charles Schwab from $135.00 to $138.00 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 assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.65.

Insider Buying and Selling

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total value of $16,879,801.80. Following the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at $54,999,049.40. The trade was a 23.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 272,077 shares of company stock worth $28,285,973 in the last ninety days. 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.