Andra AP fonden Raises Stock Holdings in The Charles Schwab Corporation $SCHW

Andra AP fonden boosted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 141.2% during the 3rd quarter, Holdings Channel reports. The firm owned 112,903 shares of the financial services provider’s stock after acquiring an additional 66,100 shares during the period. Andra AP fonden’s holdings in Charles Schwab were worth $10,779,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of SCHW. Vanguard Group Inc. raised its stake in shares of Charles Schwab by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after purchasing an additional 403,133 shares during the period. State Street Corp increased its holdings in Charles Schwab by 0.7% during the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock worth $6,611,672,000 after buying an additional 531,329 shares during the last quarter. Geode Capital Management LLC raised its position in Charles Schwab by 2.9% in the second quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock worth $3,399,181,000 after acquiring an additional 1,038,376 shares during the period. Franklin Resources Inc. boosted its stake in Charles Schwab by 2.8% in the second quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock valued at $2,740,479,000 after acquiring an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its stake in Charles Schwab by 1.0% in the second quarter. Fisher Asset Management LLC now owns 21,376,690 shares of the financial services provider’s stock valued at $1,950,409,000 after acquiring an additional 211,527 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Down 2.5%

SCHW stock opened at $95.09 on Friday. The company’s 50 day moving average is $100.36 and its 200 day moving average is $96.49. The stock has a market cap of $166.61 billion, a price-to-earnings ratio of 20.40, a price-to-earnings-growth ratio of 0.78 and a beta of 0.94. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $107.50.

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, 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’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts predict 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 was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the sale, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 376,247 shares of company stock worth $38,910,898. Corporate insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the subject of several research analyst reports. Citizens Jmp raised their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, TD Cowen upped their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $115.95.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

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.