The Charles Schwab Corporation $SCHW Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. reduced its position in The Charles Schwab Corporation (NYSE:SCHW) by 29.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,428,331 shares of the financial services provider’s stock after selling 1,886,493 shares during the quarter. Principal Financial Group Inc.’s holdings in Charles Schwab were worth $422,774,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after buying an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after acquiring an additional 809 shares in the last quarter. PFG Investments LLC raised its stake in shares of Charles Schwab by 10.2% during the 2nd quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock worth $543,000 after purchasing an additional 550 shares in the last quarter. Robeco Institutional Asset Management B.V. grew its holdings in Charles Schwab by 131.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 461,441 shares of the financial services provider’s stock valued at $42,102,000 after buying an additional 261,856 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. grew its position in Charles Schwab by 12.5% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 346,701 shares of the financial services provider’s stock valued at $31,633,000 after acquiring an additional 38,393 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab News Summary

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 Stock Performance

NYSE:SCHW opened at $103.96 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 stock’s fifty day moving average is $99.03 and its 200 day moving average is $96.29. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The firm has a market capitalization of $184.73 billion, a PE ratio of 22.31, a PEG ratio of 0.84 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping 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%.The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the company earned $1.01 EPS. The business’s 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. On average, sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a dividend of $0.32 per share. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Insider Activity

In other news, insider Jonathan S. Beatty sold 2,000 shares of the firm’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 transaction, the insider directly 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 filing with the SEC, which is available at this link. Insiders sold 7,072 shares of company stock valued at $715,076 over the last quarter. Insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

SCHW has been the subject of several research analyst reports. Keefe, Bruyette & Woods lifted their price target on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Barclays upped their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Finally, Wolfe Research set a $120.00 price target on shares of Charles Schwab in a report on Monday, January 12th. One investment 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’s stock. According to MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus price target of $115.65.

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.