Madison Asset Management LLC Has $77.29 Million Stock Holdings in The Charles Schwab Corporation $SCHW

Madison Asset Management LLC lowered its stake in The Charles Schwab Corporation (NYSE:SCHW) by 3.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 809,610 shares of the financial services provider’s stock after selling 31,472 shares during the period. Madison Asset Management LLC’s holdings in Charles Schwab were worth $77,293,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Norges Bank bought a new stake in Charles Schwab during the 2nd quarter worth $1,889,858,000. Brown Advisory Inc. raised its holdings in Charles Schwab by 88.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after buying an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA raised its holdings in Charles Schwab by 35.9% in the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock valued at $1,736,736,000 after buying an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp boosted its position in Charles Schwab by 28.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after buying an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. grew its holdings in Charles Schwab by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after acquiring an additional 2,786,829 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab News Summary

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

• Positive Sentiment: Earnings and guidance: Schwab recently reported an EPS beat, strong revenue growth and set FY‑2026 EPS guidance, which underpins profitability and margins and is a constructive fundamental backstop for the stock. Read More.
• Positive Sentiment: Dividend increase: Schwab raised its quarterly payout (new $0.32 quarterly dividend), raising yield and signaling capital return confidence to investors. Read More.
• Positive Sentiment: Analyst support and momentum: Several brokers have raised targets and maintain buy/overweight ratings; the stock hit fresh highs earlier this week, which could attract dip buyers if sector fears abate. Read More.
• Neutral Sentiment: Institutional positioning is mixed but large (≈84% held by institutions); steady inflows and retail interest have supported the stock recently but won’t prevent headline‑driven volatility. Read More.
• Negative Sentiment: AI disruption fears: A newly publicized AI tax/wealth tool (and similar competitive offerings) triggered concern investors that automated advice could compress fees or migrate clients, prompting a sector‑wide re‑rating and heavy selling in brokerage names. Read More.
• Negative Sentiment: Market reaction and momentum: Reports show late‑session selling amplified losses across Schwab, Robinhood and peers, increasing short‑term downside risk as panic selling raises volatility. Read More.
• Negative Sentiment: Insider sales: Company directors (including Christopher Dodds and Chairman Walter Bettinger) disclosed sizable share sales this week, which can be interpreted by some investors as a near‑term negative signal even though insiders still hold large positions. Read More.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on SCHW shares. JMP Securities reiterated a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a report on Friday, October 17th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. TD Cowen upped their price target on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Finally, UBS Group lifted their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $115.65.

Charles Schwab Stock Performance

SCHW stock opened at $99.24 on Wednesday. The firm has a market cap of $176.34 billion, a PE ratio of 21.30, a price-to-earnings-growth ratio of 0.87 and a beta of 0.94. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock has a 50-day moving average price of $100.69 and a 200-day moving average price of $96.73. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $107.50.

Charles Schwab (NYSE:SCHW) last released its 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. The business had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the firm posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

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

Insider Activity at Charles Schwab

In related news, 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 transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction 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 transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $55,184,320.50. This represents a 11.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 348,344 shares of company stock worth $36,259,555. 6.30% of the stock is owned by insiders.

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.