Miller Global Investments LLC Invests $947,000 in The Charles Schwab Corporation $SCHW

Miller Global Investments LLC acquired a new position in The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 9,474 shares of the financial services provider’s stock, valued at approximately $947,000.

Other institutional investors have also added to or reduced their stakes in the company. GAMMA Investing LLC boosted its stake in shares of Charles Schwab by 8.4% in the 4th quarter. GAMMA Investing LLC now owns 37,983 shares of the financial services provider’s stock valued at $3,795,000 after purchasing an additional 2,942 shares during the last quarter. Cape Investment Advisory Inc. increased its position in shares of Charles Schwab by 1.9% during the third quarter. Cape Investment Advisory Inc. now owns 26,546 shares of the financial services provider’s stock worth $2,534,000 after buying an additional 503 shares during the period. AIA Group Ltd raised its stake in Charles Schwab by 57.4% during the third quarter. AIA Group Ltd now owns 17,024 shares of the financial services provider’s stock worth $1,625,000 after buying an additional 6,210 shares during the last quarter. Keel Point LLC lifted its holdings in Charles Schwab by 1.6% in the third quarter. Keel Point LLC now owns 8,837 shares of the financial services provider’s stock valued at $844,000 after buying an additional 135 shares during the period. Finally, Hudson Bay Capital Management LP lifted its holdings in Charles Schwab by 19.1% in the third quarter. Hudson Bay Capital Management LP now owns 256,262 shares of the financial services provider’s stock valued at $24,465,000 after buying an additional 41,029 shares during the period. 84.38% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of recent analyst reports. Wolfe Research set a $120.00 price target on Charles Schwab in a report on Monday, January 12th. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Raymond James Financial restated an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, UBS Group lifted their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $93.97 on Friday. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. The firm has a market capitalization of $164.65 billion, a price-to-earnings ratio of 20.16, a PEG ratio of 0.75 and a beta of 0.93. The business has a 50-day simple moving average of $98.26 and a 200 day simple moving average of $96.25. 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 announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The firm 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 21.97% and a net margin of 37.01%.The company’s revenue for the quarter was up 18.9% compared to the same quarter last year. 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. On average, research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced 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 represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

Insiders Place Their Bets

In other Charles Schwab news, insider Nigel J. Murtagh sold 7,203 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $681,475.83. Following the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,484,730.92. This trade represents a 11.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total transaction of $956,216.80. Following the transaction, the insider owned 10,470 shares of the company’s stock, valued at $990,462. This represents a 49.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 415,568 shares of company stock worth $42,639,058 in the last quarter. Insiders own 6.30% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Company-hosted investor event scheduled — Schwab set a Spring Business Update for institutional investors on April 16, giving management a forum to discuss results, guidance and strategic priorities (could provide clarity and a potential catalyst). Schwab Announces Its Spring Business Update
• Positive Sentiment: Client asset and advisory growth featured in recent coverage — analysts highlight rising client assets, advisory expansion and acquisition activity that support revenue diversification and fee-based growth for Schwab. This narrative underpins longer-term revenue stability. How Do Client Asset Growth & Advisory Expansion Support Schwab?
• Positive Sentiment: International expansion — Schwab has leased ~340k sq ft in Hyderabad, signaling investment in offshore operations and talent to support growth and cost scalability. Expansion can help margins and service capacity over time. Charles Schwab Eyes India, Leases 340,000 Sq Ft In Hyderabad
• Neutral Sentiment: Valuation check-in — recent pieces examine SCHW valuation after mixed short-term performance; these analyses may influence investor positioning but don’t add fresh company-specific news. A Look At Charles Schwab (SCHW) Valuation
• Neutral Sentiment: Industry context — competitors show divergent trends: Interactive Brokers’ strong 2025 performance highlights competition for active traders, while Morgan Stanley’s $1T IRA milestone underscores intense wealth-management rivalry. These dynamics are important for market-share expectations but are not immediate company news. Can Interactive Brokers Repeat Another Big Year?
• Neutral Sentiment: Product experience story — a consumer write-up on using Schwab’s debit card abroad may modestly affect retail perceptions but is unlikely to move the stock materially. Using the Charles Schwab debit card abroad
• Negative Sentiment: Preferred-stock coverage highlights investor skepticism — recent Seeking Alpha pieces critique Schwab’s Series J and Series D preferreds (discounts and thin yields), which can signal bond/preferred market caution about payout attractiveness or relative funding costs. That negative sentiment toward preferreds can affect broader investor sentiment around capital structure and return of capital. Charles Schwab Series J Preferreds
• Negative Sentiment: Another take on preferreds — additional Seeking Alpha coverage calls Series D rewards thin despite coverage, reinforcing cautious sentiment among income investors and potentially pressuring price for capital-markets securities. Charles Schwab Series D Preferreds

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.