National Pension Service Purchases 60,174 Shares of The Charles Schwab Corporation $SCHW

National Pension Service raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.6% during the 3rd quarter, Holdings Channel reports. The fund owned 3,900,193 shares of the financial services provider’s stock after purchasing an additional 60,174 shares during the period. National Pension Service’s holdings in Charles Schwab were worth $372,351,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHW. Twin City Private Wealth LLC increased its position in Charles Schwab by 2.1% in the third quarter. Twin City Private Wealth LLC now owns 31,681 shares of the financial services provider’s stock worth $3,025,000 after purchasing an additional 648 shares during the last quarter. AlphaQuest LLC lifted its position in Charles Schwab by 21.2% during the third quarter. AlphaQuest LLC now owns 8,346 shares of the financial services provider’s stock valued at $797,000 after purchasing an additional 1,462 shares during the last quarter. Everett Harris & Co. CA grew its stake in shares of Charles Schwab by 0.7% in the 3rd quarter. Everett Harris & Co. CA now owns 212,302 shares of the financial services provider’s stock worth $20,268,000 after buying an additional 1,471 shares in the last quarter. Trifecta Capital Advisors LLC increased its holdings in shares of Charles Schwab by 97.5% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 557 shares of the financial services provider’s stock worth $53,000 after buying an additional 275 shares during the last quarter. Finally, Pittenger & Anderson Inc. increased its holdings in shares of Charles Schwab by 0.3% in the 3rd quarter. Pittenger & Anderson Inc. now owns 55,547 shares of the financial services provider’s stock worth $5,303,000 after buying an additional 170 shares during the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently commented on SCHW shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. UBS Group raised their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Keefe, Bruyette & Woods lifted their target price on Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. JMP Securities restated a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a report on Friday, October 17th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $114.00 price target on shares of Charles Schwab in a research report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.65.

Charles Schwab Trading Up 0.5%

NYSE SCHW opened at $103.96 on Friday. The stock has a market cap of $184.73 billion, a PE ratio of 22.31, a PEG ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81. The company’s 50-day moving average price is $99.03 and its 200-day moving average price is $96.26. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share 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 analyst estimates 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% on a year-over-year basis. During the same quarter last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a $0.32 dividend. The ex-dividend date is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. Charles Schwab’s dividend payout ratio (DPR) is presently 23.18%.

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total transaction of $301,056.00. Following the transaction, the insider directly owned 11,923 shares in the company, valued at $1,168,454. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders sold a total of 7,072 shares of company stock valued at $715,076 over the last quarter. 6.30% of the stock is owned by corporate insiders.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Board approved a 19% increase in the quarterly common dividend to $0.32 per share (annualized yield ~1.2%); ex-dividend date and payout schedule were announced — signals strong free cash flow and management confidence in capital returns. Schwab Declares 19% Increase in Quarterly Common Stock Dividend
• Positive Sentiment: Market reaction: analysts and coverage noted the dividend boost and Schwab’s strong 2025 results, and the stock rallied on the news — suggests investors view the payout increase and recent earnings/guidance as supportive of valuation. Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19%
• Positive Sentiment: Executive/organizational changes: Schwab is consolidating wealth, banking and technology operations — the CIO will lead a new tech & operations unit and Neesha Hathi was tapped to run combined wealth and banking operations. These moves target integration, cross-selling and operating leverage. Charles Schwab taps CIO to lead new tech, operations unit Schwab Taps Neesha Hathi for New Role
• Neutral Sentiment: Leadership transition at Charles Schwab Bank: long-time bank CEO Paul Woolway is retiring and a successor was named — manageable succession but worth watching for any near-term execution risks at the bank. Charles Schwab Bank CEO Paul Woolway to Retire
• Neutral Sentiment: Macro/flow note: reporting on IRS timing of tax refunds is in the news — larger or earlier-than-expected refunds can affect retail deposit and brokerage flows seasonally, but the impact on Schwab is indirect and uncertain. Here’s when you’ll get your tax refund from the IRS

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.