8,380 Shares in The Charles Schwab Corporation $SCHW Bought by Neo Ivy Capital Management

Neo Ivy Capital Management acquired a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 8,380 shares of the financial services provider’s stock, valued at approximately $800,000.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHW. Brighton Jones LLC boosted its stake in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares during the period. Sivia Capital Partners LLC raised its position in Charles Schwab by 21.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the period. United Bank raised its position in Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the period. First Horizon Advisors Inc. lifted its stake in Charles Schwab by 60.6% in the second quarter. First Horizon Advisors Inc. now owns 5,295 shares of the financial services provider’s stock worth $483,000 after purchasing an additional 1,997 shares during the last quarter. Finally, Andra AP fonden bought a new stake in Charles Schwab in the second quarter worth about $4,270,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

SCHW has been the topic of a number of analyst reports. Raymond James Financial reaffirmed an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. Barclays raised their price target on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Morgan Stanley boosted their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. Citizens Jmp boosted their price objective on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average price target of $115.95.

Insider Transactions at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 67,514 shares of the company’s stock in a transaction dated 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 completion of the sale, the chairman directly owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This represents a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Paul V. Woolway sold 6,126 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $579,580.86. Following the transaction, the insider owned 29,866 shares in the company, valued at approximately $2,825,622.26. The trade was a 17.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 415,568 shares of company stock valued at $42,639,058 over the last three months. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Stock Performance

Charles Schwab stock opened at $95.20 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The company has a market capitalization of $166.81 billion, a PE ratio of 20.43, a P/E/G ratio of 0.77 and a beta of 0.93. The company has a 50 day moving average price of $99.75 and a 200-day moving average price of $96.45. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. The ex-dividend date was Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is presently 27.47%.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

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.