Coronation Fund Managers Ltd. Sells 19,691 Shares of The Charles Schwab Corporation $SCHW

Coronation Fund Managers Ltd. reduced its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 4.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 460,790 shares of the financial services provider’s stock after selling 19,691 shares during the period. Charles Schwab makes up about 2.3% of Coronation Fund Managers Ltd.’s investment portfolio, making the stock its 12th largest position. Coronation Fund Managers Ltd.’s holdings in Charles Schwab were worth $43,992,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. ZWJ Investment Counsel Inc. increased its position in Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after acquiring an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC increased its holdings 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 worth $501,000 after purchasing an additional 107 shares during the period. Nicolet Bankshares Inc. raised its position in shares of Charles Schwab by 0.8% during the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after buying an additional 107 shares during the last quarter. First PREMIER Bank raised its position in shares of Charles Schwab by 23.8% during the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after buying an additional 107 shares during the last quarter. Finally, Harfst & Associates Inc. lifted its stake in shares of Charles Schwab by 0.3% in the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after buying an additional 107 shares during the period. 84.38% of the stock is owned by institutional investors.

Key Charles Schwab News

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

• Positive Sentiment: Zacks argues Schwab is a strong growth stock, citing recent revenue and earnings growth, attractive style scores and fundamentals that support a longer-term buy case. Here’s Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
• Positive Sentiment: Barron’s (syndicated to MSN) says recent AI fears have pressured financial stocks but presents a “case for buying now,” arguing Schwab’s fundamentals and margin recovery make the pullback an entry opportunity for investors. AI Fears Hit Charles Schwab and Other Financial Stocks. The Case for Buying Now.
• Positive Sentiment: Financial Advisor Magazine reports RIAs are increasing equity and performance-based comp; that trend can boost demand for custody/clearing and platform services Schwab offers, supporting recurring revenue. Successful RIAs Upping Equity, Performance-Based Compensation, Schwab Says
• Neutral Sentiment: Charles Schwab’s Liz Ann Sonders notes a market “rotation” is the new momentum trade; if flows favor financials, Schwab could benefit, but this is a cyclical rather than company-specific catalyst. ‘The new momentum trade is rotation’ – Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Zacks compares SCHW vs HOOD for value investors—useful context on relative valuation but not an immediate catalyst for price action. SCHW vs. HOOD: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Zacks reports an “AI shockwave” after a new AI tax tool raised fears of fee compression and disruption across wealth management and brokerage firms, directly pressuring Schwab and peers. AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
• Negative Sentiment: Coverage (Yahoo/LA Times) highlights industry-wide selling on AI disruption risk after Altruist’s new AI tax tool—investors fear lower advisory/broker fees if automation reduces paid services demand. Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James
• Negative Sentiment: Insider sale: Schwab’s chairman sold roughly $7.04M of stock, a near-term negative signal that may weigh on sentiment even if not uncommon at large firms. Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $7,038,334.50 in Stock

Analysts Set New Price Targets

SCHW has been the topic of several research reports. Morgan Stanley boosted their price target on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. TD Cowen boosted their price objective on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. UBS Group raised their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Piper Sandler lifted 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. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued 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 company presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.65.

Charles Schwab Stock Performance

Charles Schwab stock opened at $93.69 on Friday. The firm has a market capitalization of $166.47 billion, a P/E ratio of 20.10, a P/E/G ratio of 0.76 and a beta of 0.94. The stock has a fifty day moving average price of $100.72 and a two-hundred day moving average price of $96.67. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58.

Charles Schwab (NYSE:SCHW) last issued its 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. The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is 23.18%.

Insider Activity

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Chairman Walter W. Bettinger sold 162,462 shares of the business’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 completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. This represents a 23.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 348,344 shares of company stock worth $36,259,555. 6.30% of the stock is currently owned by insiders.

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.