Kidder Stephen W Increases Stock Holdings in The Charles Schwab Corporation $SCHW

Kidder Stephen W increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 70.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,795 shares of the financial services provider’s stock after purchasing an additional 7,770 shares during the period. Kidder Stephen W’s holdings in Charles Schwab were worth $1,794,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of 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 valued at $415,000 after purchasing an additional 809 shares during the last quarter. United Bank grew its holdings in shares of Charles Schwab by 7.1% during 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. Cullen Frost Bankers Inc. grew its holdings in shares of Charles Schwab by 12.0% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 11,037 shares of the financial services provider’s stock worth $1,007,000 after purchasing an additional 1,183 shares during the period. Finally, Principle Wealth Partners LLC increased its position in shares of Charles Schwab by 2.0% during the 2nd quarter. Principle Wealth Partners LLC now owns 5,890 shares of the financial services provider’s stock worth $537,000 after purchasing an additional 113 shares during the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on SCHW shares. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Raymond James Financial reaffirmed an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, UBS Group boosted their target price on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $115.95.

Key Charles Schwab News

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?

Insider Buying and Selling

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the transaction, the chairman owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This represents a 11.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 348,344 shares of company stock worth $36,259,555 over the last 90 days. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Price Performance

Charles Schwab stock opened at $93.97 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50. The firm 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 company’s 50 day moving average is $100.57 and its two-hundred day moving average is $96.56.

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, 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 22.07%. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the firm posted $1.01 earnings per share. The company’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued 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 is Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

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.