ING Groep NV Grows Position in The Charles Schwab Corporation $SCHW

ING Groep NV grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 888.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 147,977 shares of the financial services provider’s stock after buying an additional 133,005 shares during the period. ING Groep NV’s holdings in Charles Schwab were worth $14,127,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHW. Federated Hermes Inc. increased its position in shares of 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 last quarter. First National Trust Co increased its holdings in Charles Schwab by 82.2% in the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after buying an additional 40,257 shares during the last quarter. AE Wealth Management LLC increased its holdings in Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after buying an additional 56,609 shares during the last quarter. W.H. Cornerstone Investments Inc. purchased a new stake in Charles Schwab during the 2nd quarter worth about $246,000. Finally, Optimize Financial Inc acquired a new position in shares of Charles Schwab during the 3rd quarter worth about $467,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab Trading Down 3.7%

Shares of Charles Schwab stock opened at $95.54 on Thursday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The company has a market capitalization of $169.76 billion, a P/E ratio of 20.50, a PEG ratio of 0.80 and a beta of 0.94. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The company’s fifty day moving average is $100.73 and its two-hundred day moving average is $96.72.

Charles Schwab (NYSE:SCHW) last released its quarterly 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. The firm 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 business’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the company posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab posted an earnings beat, revenue growth and set FY‑2026 EPS guidance, underscoring continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: The firm announced a higher quarterly dividend (raising the payout), which supports income investors and signals management confidence in cash flow. MarketBeat: Dividend News
• Positive Sentiment: Recent investor optimism and momentum pushed SCHW to fresh highs earlier this week, showing demand that could help stabilize the stock if AI fears subside. Yahoo: Investors’ Optimism
• Neutral Sentiment: CEO Rick Wurster is publicly downplaying AI risk and describing current uses of AI at Schwab, which may reassure some investors but hasn’t yet reversed the market reaction. MSN: CEO on AI
• Neutral Sentiment: Wurster reiterated that AI will augment, not replace, wealth managers in a Bloomberg interview — helpful context but short‑term market reaction remains driven by competitive headlines. Bloomberg Interview
• Negative Sentiment: The immediate catalyst for today’s decline: a new AI product from fintech firms (cited across outlets) sparked fears of fee compression and client flows away from traditional wealth managers, triggering a sectorwide sell‑off that hit Schwab. FT: Brokerage shares slide
• Negative Sentiment: High‑profile insider sales (Chairman Walter Bettinger and Director Christopher Dodds sold large blocks at ~$104) are being highlighted in the press and can amplify negative sentiment even if buys/sells follow personal liquidity plans. SEC Form 4 (Bettinger)
• Negative Sentiment: A former Schwab employee was found guilty of fraud and identity theft — a reputational/operational item to monitor, though it appears isolated and unlikely to drive long‑term fundamentals. Yahoo: Ex‑employee guilty

Insider Buying and Selling

In related news, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.25, for a total value of $7,038,334.50. Following the transaction, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. This trade represents a 11.31% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. The disclosure for this sale is available in the SEC filing. Insiders sold 348,344 shares of company stock valued at $36,259,555 in the last ninety days. Company insiders own 6.30% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. TD Cowen boosted their target price on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Truist Financial raised their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Raymond James Financial restated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a report on Monday, January 5th. Morgan Stanley increased their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Finally, Barclays boosted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus 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.