Premier Fund Managers Ltd Cuts Stock Position in The Charles Schwab Corporation $SCHW

Premier Fund Managers Ltd decreased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 46.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 482,850 shares of the financial services provider’s stock after selling 421,065 shares during the period. Charles Schwab accounts for 1.9% of Premier Fund Managers Ltd’s holdings, making the stock its 19th biggest position. Premier Fund Managers Ltd’s holdings in Charles Schwab were worth $46,786,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of SCHW. West Branch Capital LLC purchased a new stake in shares of Charles Schwab during the 3rd quarter valued at $27,000. Evelyn Partners Asset Management Ltd acquired a new position in Charles Schwab during the 2nd quarter valued at about $33,000. Howard Hughes Medical Institute purchased a new stake in Charles Schwab in the second quarter valued at about $34,000. Redmont Wealth Advisors LLC acquired a new stake in Charles Schwab in the third quarter worth about $34,000. Finally, FSA Wealth Management LLC purchased a new stake in shares of Charles Schwab during the second quarter worth about $36,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Zacks highlights Schwab as a top-ranked value stock, reinforcing buy-the-dip narratives and valuation-based interest from value investors. The Charles Schwab Corporation (SCHW) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: PowerX Optimizer released an update that includes a Charles Schwab integration — a distribution/partner signal that can help drive client acquisition and platform stickiness. PowerX Optimizer Releases Version 3.7.0 Featuring WealthOS Goals Financial Freedom Tool and Charles Schwab Integration
• Positive Sentiment: Local commercial real estate news shows Schwab filling office space (South End lease), a sign of stable corporate operations and footprint expansion. South End tower nears full occupancy as investment giant inks big lease
• Neutral Sentiment: Brokerage roundups and “best apps” lists include Schwab in comparisons for beginners — positive for brand and customer inflows but not an immediate catalyst. What’s the Best Brokerage for Beginners Now? My Pick for February 2026 6 best investing and trading apps for beginners
• Neutral Sentiment: Charles Schwab strategists note inflation risks (Liz Ann Sonders), a macro comment investors monitor for potential margin and rate impacts. ‘Wouldn’t rule out’ inflation reigniting due to tariffs, labor costs – Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: AI-driven tax/planning tool Hazel triggered investor fears that robo/AI offerings could displace traditional advisors; wealth-management incumbents including Schwab have seen notable share weakness after that news. Week’s Best: This Is Hazel, the AI Tool That Rocked Markets
• Negative Sentiment: Multiple outlets report Charles Schwab wired ~$27.7M related to Jeffrey Epstein’s attempted property purchase days before his 2019 arrest — a reputational/legal headline that can pressure the stock while investors assess regulatory or litigation risk. How Schwab moved $27.7M in payments for Epstein days before his arrest
• Negative Sentiment: Zacks piece explaining the ~9–10% decline since the last earnings report summarizes sell-side rotation and investor concerns about growth vs. disruption — provides context for ongoing weakness. Why Is Charles Schwab (SCHW) Down 9.8% Since Last Earnings Report?

Charles Schwab Trading Up 0.1%

Shares of Charles Schwab stock opened at $93.97 on Friday. The stock has a market cap of $166.98 billion, a PE ratio of 20.17, a price-to-earnings-growth ratio of 0.76 and a beta of 0.94. The firm has a fifty day moving average price of $100.57 and a 200 day moving average price of $96.56. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 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.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate 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 net margin of 37.01% and a return on equity of 22.07%. The firm’s revenue was up 18.9% on a year-over-year basis. During the same period in the prior year, the company earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts predict 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. Investors of record on Friday, February 13th will be given 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 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

Insider Buying and Selling

In related news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of 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 position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the sale, the chairman owned 529,346 shares in the company, valued at approximately $54,999,049.40. This represents a 23.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 348,344 shares of company stock valued at $36,259,555. Insiders own 6.30% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Bank of America increased their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research report on Wednesday, December 10th. Piper Sandler raised their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Wolfe Research set a $120.00 target price on Charles Schwab in a research report on Monday, January 12th. Finally, Morgan Stanley lifted their price target on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. One equities research 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’s stock. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $115.95.

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.