Coign Capital Advisors LLC Purchases New Stake in The Charles Schwab Corporation $SCHW

Coign Capital Advisors LLC bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 3rd quarter, HoldingsChannel reports. The firm bought 6,581 shares of the financial services provider’s stock, valued at approximately $628,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Charles Schwab by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after acquiring an additional 2,786,829 shares during the last quarter. State Street Corp raised its stake in Charles Schwab by 0.7% during the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock worth $6,611,672,000 after purchasing an additional 531,329 shares during the period. Geode Capital Management LLC grew its stake in shares of Charles Schwab by 2.9% in the 2nd quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock valued at $3,399,181,000 after buying an additional 1,038,376 shares during the period. Franklin Resources Inc. increased its holdings in shares of Charles Schwab by 2.8% during the 2nd quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock worth $2,740,479,000 after buying an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC raised its position in shares of Charles Schwab by 1.0% during the 2nd quarter. Fisher Asset Management LLC now owns 21,376,690 shares of the financial services provider’s stock valued at $1,950,409,000 after buying an additional 211,527 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have issued reports on SCHW. Piper Sandler raised their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Citizens Jmp upped their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. UBS Group increased their price target on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday. The Goldman Sachs Group restated a “buy” rating and issued a $114.00 price objective on shares of Charles Schwab in a report on Friday, October 17th. Finally, Morgan Stanley upped their target price 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. One research 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 issued a Sell rating to the company’s stock. According to MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus target price of $115.60.

Charles Schwab Price Performance

SCHW stock opened at $104.07 on Friday. The business’s fifty day moving average price is $97.68 and its 200 day moving average price is $95.81. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $105.81. 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 $184.93 billion, a PE ratio of 22.33, a P/E/G ratio of 0.69 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates 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%.Charles Schwab’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Insider Buying and Selling at Charles Schwab

In related news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total transaction of $301,056.00. Following the sale, the insider directly owned 11,923 shares of the company’s stock, valued at $1,168,454. This represents a 20.49% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 6.30% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab reported record full‑year and Q4 2025 results with revenue and net income up; management highlighted rising client activity and net new assets — a core reason sentiment is positive. Schwab Delivers Record 2025 Results as Asset Growth, Trading Activity, and Revenues Surge
• Positive Sentiment: Q4 EPS beat consensus ($1.39 vs ~$1.32) and quarterly revenue topped estimates, underscoring stronger trading revenue and net interest income. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.70–$5.80 (above Street consensus ~5.37) and gave higher revenue guidance — a major catalyst supporting the rally. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Assets under custody/administration reached roughly $11.9T and trading volumes jumped ~31%, showing meaningful client engagement that drives fee, trading and interest income. Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
• Positive Sentiment: TD Cowen boosted its price target to $138 and reiterated a Buy rating, providing additional analyst support for upside. Benzinga
• Positive Sentiment: Schwab plans to expand RIA lending capabilities — a strategic initiative that could grow fee and lending income over time. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: Corporate philanthropy and outreach: Schwab funded the Aggie Financial Planning Clinic — positive PR but not material to near‑term earnings. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Neutral Sentiment: Management commentary and the CEO interview expand on strategic priorities; useful for long‑term investors but not a discrete earnings catalyst. Charles Schwab CEO on Q4 earnings
• Negative Sentiment: Some outlets noted net‑revenue nuances and higher operating expenses that dented parts of the results, creating headline risk and short‑term volatility. Schwab Net Revenue Misses Estimates
• Negative Sentiment: Several reports highlighted that rising expenses trimmed some of the earnings beat, which could temper margin optimism and lead to short‑term profit‑taking. Q4 Earnings Beat — Shares Down on Expenses

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.