The Charles Schwab Corporation $SCHW Shares Purchased by Candriam S.C.A.

Candriam S.C.A. boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 486.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 685,923 shares of the financial services provider’s stock after purchasing an additional 568,880 shares during the period. Candriam S.C.A.’s holdings in Charles Schwab were worth $65,485,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Plato Investment Management Ltd boosted its stake in shares of Charles Schwab by 66.4% during the third quarter. Plato Investment Management Ltd now owns 57,039 shares of the financial services provider’s stock worth $5,404,000 after buying an additional 22,764 shares during the period. Palacios Wealth Management LLC raised its stake in Charles Schwab by 7.0% during the 3rd quarter. Palacios Wealth Management LLC now owns 6,723 shares of the financial services provider’s stock valued at $642,000 after acquiring an additional 438 shares during the last quarter. Kinsale Capital Group Inc. raised its stake in Charles Schwab by 6.6% during the 3rd quarter. Kinsale Capital Group Inc. now owns 139,688 shares of the financial services provider’s stock valued at $13,336,000 after acquiring an additional 8,667 shares during the last quarter. Correct Capital Wealth Management lifted its position in Charles Schwab by 2.5% during the 3rd quarter. Correct Capital Wealth Management now owns 36,224 shares of the financial services provider’s stock worth $3,458,000 after acquiring an additional 872 shares during the period. Finally, Smartleaf Asset Management LLC lifted its position in Charles Schwab by 39.8% during the 3rd quarter. Smartleaf Asset Management LLC now owns 19,006 shares of the financial services provider’s stock worth $1,842,000 after acquiring an additional 5,414 shares during the period. 84.38% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Charles Schwab Stock Performance

NYSE:SCHW opened at $105.15 on Monday. 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 company has a market capitalization of $186.85 billion, a P/E ratio of 22.56, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The firm has a 50-day moving average price of $100.26 and a two-hundred day moving average price of $96.64. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $105.81.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating 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 had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the business earned $1.01 earnings per share. The company’s quarterly 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. As a group, research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share 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. Stockholders of record on Friday, February 13th will be issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. 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. Charles Schwab’s payout ratio is presently 23.18%.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 162,462 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the transaction, the chairman owned 529,346 shares of the company’s stock, valued at $54,999,049.40. This represents a 23.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This represents a 20.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 272,077 shares of company stock valued at $28,285,973 over the last three months. 6.30% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on SCHW. Truist Financial boosted their target price on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. JPMorgan Chase & Co. boosted their price objective on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 price objective on shares of Charles Schwab in a research report on Thursday, January 22nd. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a report on Monday, January 12th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $115.65.

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.