Skylands Capital LLC Acquires 12,850 Shares of The Charles Schwab Corporation $SCHW

Skylands Capital LLC lifted its stake in The Charles Schwab Corporation (NYSE:SCHW) by 87.4% during the third quarter, Holdings Channel.com reports. The fund owned 27,550 shares of the financial services provider’s stock after buying an additional 12,850 shares during the period. Skylands Capital LLC’s holdings in Charles Schwab were worth $2,630,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Federated Hermes Inc. boosted its holdings in Charles Schwab by 2,112.7% in the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after purchasing an additional 173,577 shares during the period. First National Trust Co grew its holdings in shares of Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after purchasing an additional 40,257 shares during the last quarter. AE Wealth Management LLC increased its position in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after purchasing an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. bought a new position in Charles Schwab in the 2nd quarter valued at approximately $246,000. Finally, Optimize Financial Inc bought a new position in Charles Schwab in the 3rd quarter valued at approximately $467,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Buying and Selling

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director directly owned 449,406 shares of the company’s stock, valued at $46,985,397.30. The trade was a 2.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 transaction of $210,000.00. Following the transaction, the insider directly owned 21,768 shares in the company, valued at $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 348,344 shares of company stock worth $36,259,555 over the last 90 days. Company insiders own 6.30% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Recent fundamentals remain supportive: Schwab reported an earnings beat, revenue growth, and set FY‑2026 EPS guidance that indicates continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: Shares had reached fresh highs and received momentum/growth coverage this week, attracting buyer interest before the sell‑off. That prior strength could support rebounds if AI concerns ease. Zacks: Hits Fresh High
• Neutral Sentiment: Analyst coverage is generally constructive (consensus “moderate buy”); that underpins medium‑term upside but doesn’t prevent near‑term volatility. American Banking News: Consensus Rating
• Neutral Sentiment: Industry peers and retail flows have been supportive recently (retail buying on dips), so Schwab’s business mix still benefits from client inflows and scale. MSN: Retail Investors Buying the Dip
• Negative Sentiment: Primary driver of today’s sell‑off: reports that a new AI product from financial‑software firms is seen as a potential threat to wealth‑management margins, sparking a sectorwide re‑rating and heavy selling in brokerage names. FT: US brokerage shares slide over new AI tool
• Negative Sentiment: Market headlines tied the Schwab decline to AI‑related disruption fears and noted late‑session selling across Robinhood, Astera and Schwab, amplifying panic selling and volume. MSN: AI fears slam Schwab
• Negative Sentiment: Multiple outlets explain today’s pressure as direct investor reaction to competitive AI offerings (Altruist and others), heightening fears of fee compression or client migration in wealth management. Yahoo Finance: Why SCHW Shares Are Sliding

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on SCHW shares. Raymond James Financial restated an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Piper Sandler lifted their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. JMP Securities restated a “market outperform” rating and set a $110.00 price objective on shares of Charles Schwab in a research report on Friday, October 17th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, TD Cowen raised their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $115.65.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $99.24 on Wednesday. The business has a 50-day simple moving average of $100.69 and a 200 day simple moving average of $96.73. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The firm has a market capitalization of $176.34 billion, a price-to-earnings ratio of 21.30, a PEG ratio of 0.87 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last issued its 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 company had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period last year, the business earned $1.01 EPS. Charles Schwab’s quarterly 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, research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 23.18%.

Charles Schwab 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.