DNB Asset Management AS Raises Holdings in The Charles Schwab Corporation $SCHW

DNB Asset Management AS raised its position in The Charles Schwab Corporation (NYSE:SCHW) by 2.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 335,871 shares of the financial services provider’s stock after purchasing an additional 9,597 shares during the period. DNB Asset Management AS’s holdings in Charles Schwab were worth $32,066,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Norges Bank acquired a new position in Charles Schwab during the second quarter worth about $1,889,858,000. Brown Advisory Inc. lifted its stake in Charles Schwab by 88.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock worth $1,109,687,000 after purchasing an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA boosted its holdings in shares of Charles Schwab by 35.9% during the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after purchasing an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp grew its position in shares of Charles Schwab by 28.3% in the second quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock valued at $1,293,978,000 after purchasing an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of Charles Schwab by 1.9% in the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after purchasing an additional 2,786,829 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. This trade represents a 8.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction that occurred on 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 completion of the transaction, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 376,247 shares of company stock worth $38,910,898 over the last ninety days. Company insiders own 6.30% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Charles Schwab Stock Performance

Shares of SCHW stock opened at $95.09 on Friday. 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 firm has a market cap of $166.61 billion, a P/E ratio of 20.40, a P/E/G ratio of 0.78 and a beta of 0.94. The firm’s 50 day moving average price is $100.36 and its 200-day moving average price is $96.49. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50.

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 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%.During the same period last year, the business earned $1.01 EPS. The company’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is currently 27.47%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on SCHW shares. UBS Group upped their target price on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Bank of America raised their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Truist Financial boosted their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Citizens Jmp raised their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

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.