Aberdeen Group plc Increases Stock Holdings in The Charles Schwab Corporation $SCHW

Aberdeen Group plc increased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 966,865 shares of the financial services provider’s stock after buying an additional 93,664 shares during the quarter. Aberdeen Group plc owned 0.05% of Charles Schwab worth $93,680,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHW. Princeton Global Asset Management LLC purchased a new stake in Charles Schwab in the 2nd quarter valued at about $25,000. West Branch Capital LLC purchased a new position in shares of Charles Schwab in the 3rd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Charles Schwab in the second quarter valued at approximately $32,000. Evelyn Partners Asset Management Ltd purchased a new stake in shares of Charles Schwab during the second quarter valued at approximately $33,000. Finally, Howard Hughes Medical Institute bought a new stake in Charles Schwab during the second quarter worth $34,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Trading Down 1.5%

Shares of SCHW stock opened at $93.69 on Monday. The company has a market capitalization of $166.47 billion, a PE ratio of 20.10, a price-to-earnings-growth ratio of 0.76 and a beta of 0.94. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50. The business’s fifty day moving average is $100.72 and its 200 day moving average is $96.65. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (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 during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the previous year, the business posted $1.01 earnings per share. Charles Schwab’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. On average, equities research 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 $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

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 completion of the sale, the insider directly owned 21,768 shares of the company’s stock, valued at $2,285,640. The trade was a 8.41% 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. Insiders have sold a total of 348,344 shares of company stock valued at $36,259,555 over the last 90 days. Company insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on SCHW. Barclays raised their target price on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Morgan Stanley increased their price target 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. Wolfe Research set a $120.00 price objective on shares of Charles Schwab in a research report on Monday, January 12th. UBS Group boosted their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, Truist Financial increased their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $115.65.

More 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

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.