Greenhaven Associates Inc. Has $1.43 Million Position in The Charles Schwab Corporation $SCHW

Greenhaven Associates Inc. lessened its stake in The Charles Schwab Corporation (NYSE:SCHW) by 25.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,000 shares of the financial services provider’s stock after selling 5,000 shares during the period. Charles Schwab comprises 0.0% of Greenhaven Associates Inc.’s portfolio, making the stock its 20th biggest holding. Greenhaven Associates Inc.’s holdings in Charles Schwab were worth $1,432,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in Charles Schwab in the second quarter worth $1,889,858,000. Brown Advisory Inc. raised its stake in shares of 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 valued at $1,109,687,000 after buying an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA lifted 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 acquiring an additional 5,032,728 shares during the period. Bank of New York Mellon Corp boosted its position in shares of Charles Schwab by 28.3% during the 2nd 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 acquiring an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in 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 acquiring an additional 2,786,829 shares during the period. 84.38% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the insider owned 21,768 shares of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders sold a total of 7,072 shares of company stock worth $715,076 in the last ninety days. Insiders own 6.30% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 price target on shares of Charles Schwab in a research note on Thursday, January 22nd. Truist Financial increased their price objective on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Morgan Stanley boosted their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Finally, Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.

Charles Schwab Stock Up 0.5%

Shares of NYSE:SCHW opened at $103.96 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The firm has a market cap of $184.73 billion, a P/E ratio of 22.31, a P/E/G 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 two-hundred day moving average price is $96.29.

Charles Schwab (NYSE:SCHW) last released its quarterly 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 business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. Charles Schwab’s revenue was up 18.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.32 dividend. This is an increase 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 1.2%. Charles Schwab’s payout ratio is 23.18%.

Charles Schwab News Roundup

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.