Oppenheimer Asset Management Inc. Sells 5,287 Shares of The Charles Schwab Corporation $SCHW

Oppenheimer Asset Management Inc. reduced its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 3.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 138,944 shares of the financial services provider’s stock after selling 5,287 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Charles Schwab were worth $13,265,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHW. Candriam S.C.A. boosted its holdings in Charles Schwab by 486.0% during the third quarter. Candriam S.C.A. now owns 685,923 shares of the financial services provider’s stock worth $65,485,000 after purchasing an additional 568,880 shares during the last quarter. Plato Investment Management Ltd increased its stake in Charles Schwab by 66.4% in the 3rd quarter. Plato Investment Management Ltd now owns 57,039 shares of the financial services provider’s stock valued at $5,404,000 after buying an additional 22,764 shares during the last quarter. Palacios Wealth Management LLC lifted its position in Charles Schwab by 7.0% during the 3rd quarter. Palacios Wealth Management LLC now owns 6,723 shares of the financial services provider’s stock worth $642,000 after buying an additional 438 shares in the last quarter. Kinsale Capital Group Inc. lifted its position in Charles Schwab by 6.6% during the 3rd quarter. Kinsale Capital Group Inc. now owns 139,688 shares of the financial services provider’s stock worth $13,336,000 after buying an additional 8,667 shares in the last quarter. Finally, Correct Capital Wealth Management boosted its stake in shares of Charles Schwab by 2.5% during the 3rd quarter. Correct Capital Wealth Management now owns 36,224 shares of the financial services provider’s stock worth $3,458,000 after buying an additional 872 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab Trading Up 2.0%

Shares of SCHW stock opened at $107.15 on Tuesday. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.27. The company has a market capitalization of $190.40 billion, a PE ratio of 22.99, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The firm has a 50 day moving average price of $100.55 and a two-hundred day moving average price of $96.71. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last announced its 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. The company had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current 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 issued a dividend of $0.32 per share. This is an increase 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%. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s payout ratio is 23.18%.

Analysts Set New Price Targets

A number of research firms recently issued reports on SCHW. JMP Securities reaffirmed a “market outperform” rating and issued a $110.00 target price on shares of Charles Schwab in a research report on Friday, October 17th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Truist Financial boosted their price target on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Barclays increased their price objective on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Finally, Citizens Jmp raised their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. One equities 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 stock. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.

Charles Schwab News Roundup

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

• Positive Sentiment: Analyst bullish case — Zacks highlights three reasons Schwab can continue to outgrow the market (above‑average financial growth, margin/ROE strength, business mix). This supports upside expectations. Looking for a Growth Stock? 3 Reasons Why Charles Schwab (SCHW) is a Solid Choice
• Positive Sentiment: Dividend/analyst support — Coverage notes Schwab among financials with potential dividend boosts and higher analyst price targets, which can attract income and institutional flows. Analysts See Upside in These 3 Dividend-Boosting Financial Giants (SCHW)
• Positive Sentiment: Street rating — Brokerages collectively assign a “Moderate Buy” consensus to SCHW, reinforcing demand from discretionary and model‑portfolio allocations. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: All‑time high print — Market coverage notes SCHW reached a new record, a technical positive that can trigger momentum/crossover buying and lift investor psychology. Charles Schwab stock hits all-time high at 105.82 USD
• Positive Sentiment: Retail demand — Schwab strategist/commentary shows retail investors are buying dips in large tech and brokers; that behavior supports client activity and AUM/transaction volumes. Retail investors are buying the dip in Microsoft, Netflix, Tesla: Charles Schwab’s Mazzola
• Neutral Sentiment: Industry halo — Indian broker Upstox cites a “Schwab‑style” playbook as it diversifies and targets profitability; positive for Schwab’s brand, but indirect to SCHW stock fundamentals. Upstox eyes Charles Schwab-style playbook as cofounder Ravi Kumar drives diversification, profitability
• Neutral Sentiment: Student‑loan coverage — An AP piece on student loan changes notes the Charles Schwab Foundation supports financial‑literacy reporting. The policy story affects consumer finances broadly; Schwab’s direct exposure is limited. What to know about student loan repayment plans and collections
• Negative Sentiment: Insider sale — Schwab’s chairman disclosed a sale of about $9.9M in shares this week; sizable insider selling can weigh on sentiment even if part of planned diversification. Monitor filings for follow‑up. Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $9,898,329.00 in Stock

Insider Activity

In other Charles Schwab news, Chairman Walter W. Bettinger sold 94,948 shares of Charles Schwab stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $104.25, for a total value of $9,898,329.00. Following the completion of the sale, the chairman owned 529,346 shares in the company, valued at $55,184,320.50. The trade was a 15.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the sale, the insider directly owned 21,768 shares of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 272,077 shares of company stock valued at $28,285,973. 6.30% of the stock is owned by company insiders.

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.