The Charles Schwab Corporation $SCHW Shares Bought by Candriam S.C.A.

Candriam S.C.A. raised its position in The Charles Schwab Corporation (NYSE:SCHW) by 486.0% during the third quarter, HoldingsChannel.com reports. The firm owned 685,923 shares of the financial services provider’s stock after buying an additional 568,880 shares during the quarter. Candriam S.C.A.’s holdings in Charles Schwab were worth $65,485,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Princeton Global Asset Management LLC acquired a new stake in Charles Schwab during the 2nd quarter valued at approximately $25,000. West Branch Capital LLC purchased a new position in shares of Charles Schwab during the 3rd quarter valued at approximately $27,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Charles Schwab during the second quarter worth approximately $32,000. Hoese & Co LLP grew its position in shares of Charles Schwab by 131.6% during the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after buying an additional 200 shares in the last quarter. Finally, Evelyn Partners Asset Management Ltd bought a new stake in shares of Charles Schwab in the second quarter worth $33,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity

In related news, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction dated 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 of the company’s stock, valued at $1,168,454. The trade was a 20.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Walter W. Bettinger sold 162,462 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the completion of the sale, the chairman owned 529,346 shares in the company, valued at approximately $54,999,049.40. This trade represents a 23.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 272,077 shares of company stock worth $28,285,973. 6.30% of the stock is owned by company insiders.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Charles Schwab Stock Up 3.1%

Charles Schwab stock opened at $105.15 on Monday. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $105.81. The stock has a market cap of $186.85 billion, a price-to-earnings ratio of 22.56, a PEG ratio of 0.85 and a beta of 0.94. The company’s 50-day moving average price is $100.26 and its two-hundred day moving average price is $96.64. 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 issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The company had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the business posted $1.01 EPS. The business’s revenue for the quarter 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, analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

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

Wall Street Analyst Weigh In

Several research analysts have weighed in on SCHW shares. 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 report on Wednesday, December 10th. Truist Financial increased their price target on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group reissued a “buy” rating and issued a $114.00 price objective on shares of Charles Schwab in a report on Friday, October 17th. Morgan Stanley increased their target price on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. Finally, 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 research report on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab currently has an average rating of “Moderate Buy” and an average target price 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.