AIA Group Ltd Acquires 41,272 Shares of The Charles Schwab Corporation $SCHW

AIA Group Ltd lifted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 29.2% during the first quarter, Holdings Channel.com reports. The firm owned 182,465 shares of the financial services provider’s stock after acquiring an additional 41,272 shares during the period. AIA Group Ltd’s holdings in Charles Schwab were worth $17,148,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Souders Financial Advisors increased its holdings in Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after buying an additional 98 shares during the last quarter. Lantz Financial LLC increased its position in shares of Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC boosted its stake in shares of Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares in the last quarter. Essex Financial Services Inc. boosted its holdings in Charles Schwab by 0.8% during the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after acquiring an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC raised its holdings in Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after buying an additional 107 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on SCHW. TD Cowen raised their target price on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday, June 18th. UBS Group raised their price target on shares of Charles Schwab from $119.00 to $122.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Barclays decreased their price objective on shares of Charles Schwab from $127.00 to $122.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $128.00 price target on shares of Charles Schwab in a research report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $117.50.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the transaction, the director directly owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This trade represents a 1.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $100.01, for a total value of $200,020.00. Following the completion of the transaction, the insider owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. This trade represents a 12.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,520 shares of company stock worth $622,392 in the last 90 days. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Stock Performance

Shares of NYSE SCHW opened at $101.66 on Friday. The company has a market cap of $176.79 billion, a P/E ratio of 20.17, a P/E/G ratio of 0.85 and a beta of 0.77. The firm’s fifty day moving average is $92.77 and its two-hundred day moving average is $95.36. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company’s revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.04 EPS. As a group, analysts anticipate that The Charles Schwab Corporation will post 6.25 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Erste Group Bank raised its FY2026 earnings estimate for Charles Schwab to $6.34 per share from $6.16 and boosted FY2027 EPS to $7.64, signaling stronger profit expectations than the current consensus. Charles Schwab estimates update
• Positive Sentiment: Multiple recent articles say SCHW is drawing attention as investors look ahead to its June-quarter results, with rising earnings optimism and valuation commentary suggesting the shares may still have upside. Analyst revisions and earnings preview
• Neutral Sentiment: Schwab strategist Liz Ann Sonders discussed rebalancing, sector rotation, and semiconductor positioning; while useful market commentary, it does not directly change Schwab’s fundamentals. Liz Ann Sonders interview
• Neutral Sentiment: Schwab’s annual RIA survey highlighted ongoing challenges around organic growth and hiring, which is informative for the wealth-management business but not an immediate stock catalyst. RIA benchmarking survey

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.