Elo Mutual Pension Insurance Co Sells 11,174 Shares of The Charles Schwab Corporation $SCHW

Elo Mutual Pension Insurance Co lowered its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 8.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 116,139 shares of the financial services provider’s stock after selling 11,174 shares during the quarter. Elo Mutual Pension Insurance Co’s holdings in Charles Schwab were worth $11,088,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in SCHW. Brighton Jones LLC increased 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 last quarter. Sivia Capital Partners LLC increased its position in shares of Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares during the period. United Bank lifted its holdings in shares of Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after buying an additional 1,070 shares in the last quarter. Hantz Financial Services Inc. boosted its position in shares of Charles Schwab by 13.6% in the second quarter. Hantz Financial Services Inc. now owns 1,338 shares of the financial services provider’s stock valued at $122,000 after acquiring an additional 160 shares during the period. Finally, Lifeworks Advisors LLC purchased a new position in Charles Schwab during the second quarter valued at approximately $220,000. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $95.09 on Monday. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The stock has a market capitalization of $166.61 billion, a P/E ratio of 20.40, a P/E/G ratio of 0.77 and a beta of 0.93. The company’s 50-day moving average is $100.36 and its 200 day moving average is $96.48. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last posted 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. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. During the same quarter last year, the company earned $1.01 EPS. Charles Schwab’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts expect 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 given a dividend of $0.32 per share. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s payout ratio is currently 27.47%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Wolfe Research set a $120.00 price objective on Charles Schwab in a research note on Monday, January 12th. Morgan Stanley boosted their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. Truist Financial upped their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Key Headlines 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

Insider Buying and Selling at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director directly owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 376,247 shares of company stock worth $38,910,898 in the last 90 days. Insiders own 6.30% of the company’s stock.

Charles Schwab Company 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.