26,678 Shares in The Charles Schwab Corporation $SCHW Purchased by Empirical Asset Management LLC

Empirical Asset Management LLC purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 26,678 shares of the financial services provider’s stock, valued at approximately $2,547,000.

A number of other hedge funds also recently modified their holdings of the company. Federated Hermes Inc. lifted its stake in Charles Schwab by 2,112.7% during the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after purchasing an additional 173,577 shares during the period. First National Trust Co lifted its position in shares of Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock worth $8,518,000 after buying an additional 40,257 shares during the period. AE Wealth Management LLC lifted its position in shares of Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after buying an additional 56,609 shares during the period. W.H. Cornerstone Investments Inc. acquired a new stake in Charles Schwab in the 2nd quarter valued at $246,000. Finally, Optimize Financial Inc bought a new stake in Charles Schwab in the third quarter valued at $467,000. Institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. UBS Group lifted their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a 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 company a “neutral” rating in a report on Wednesday, January 14th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Activity

In related news, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the sale, the chairman owned 529,346 shares of the company’s stock, valued at approximately $55,184,320.50. This trade represents a 11.31% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 348,344 shares of company stock worth $36,259,555 in the last 90 days. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $93.27 on Wednesday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The firm has a 50 day simple moving average of $100.46 and a 200 day simple moving average of $96.51. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The firm has a market cap of $165.74 billion, a P/E ratio of 20.02, a P/E/G ratio of 0.75 and a beta of 0.94.

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

Charles Schwab Increases Dividend

The company 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 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 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Analysts/market pieces argue Schwab’s core business (asset management fees, client cash interest) is largely insulated from niche AI tax tools; notes of strong 2025 revenue, solid guidance for 2026, expanding margins and technical support helped calm sellers.
• Positive Sentiment: Positive product narrative: coverage recommending Schwab ETFs as buyable, reinforcing demand for Schwab’s low-cost ETF platform and supporting fee-based growth. The 3 Schwab ETFs to Buy Before March
• Neutral Sentiment: Sector analysis from Fitch/industry pieces argue recent AI-driven selloffs may be overblown — the disruption thesis is real but near-term displacement risk is uncertain, supporting a buy-the-dip view for large, diversified wealth managers like Schwab. What AI stock selloffs may get wrong in wealth management
• Neutral Sentiment: Macro comment: Schwab’s Liz Ann Sonders highlighted ongoing tariff uncertainty — a reminder of macro risks that can affect markets broadly but not Schwab-specific revenue drivers. Tariff uncertainty is still ‘very much ahead of us,’ says Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Tax policy update: coverage noting U.S. tax-law changes could reduce some tax liabilities for clients this filing season — marginally relevant to brokerage activity and advisor workloads. The Taxman Still Cometh, But May Take Away Less
• Negative Sentiment: Compliance/reputational risk: reporting shows Schwab processed substantial transfers tied to Jeffrey Epstein before his 2019 arrest; the firm says it later flagged and closed accounts and conducted internal reviews — investors view this as a reputational and regulatory overhang. Charles Schwab’s Epstein Disclosures Put Compliance And Investor Trust In Focus
• Negative Sentiment: AI-triggered sector selloff: small fintechs rolling out AI tax tools (e.g., Altruist’s Hazel) sparked broad, short-term selling across wealth managers — Schwab was caught in the crossfire despite limited direct exposure to tax-processing features. Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

About Charles Schwab

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.