NBT Bank N.A. Buys New Shares in The Charles Schwab Corporation $SCHW

NBT Bank N.A. purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 3rd quarter, Holdings Channel.com reports. The fund purchased 20,480 shares of the financial services provider’s stock, valued at approximately $2,002,000.

Other large investors also recently made changes to their positions in the company. USS Investment Management Ltd boosted its stake in Charles Schwab by 4.6% in the 1st quarter. USS Investment Management Ltd now owns 288,035 shares of the financial services provider’s stock worth $27,068,000 after buying an additional 12,789 shares during the last quarter. Whittier Trust Co. grew its holdings in Charles Schwab by 3.9% in the 1st quarter. Whittier Trust Co. now owns 384,881 shares of the financial services provider’s stock valued at $35,790,000 after buying an additional 14,538 shares during the period. Financial Advisory Partners LLC purchased a new stake in Charles Schwab in the 1st quarter valued at about $3,199,000. First Citizens Bank & Trust Co. grew its holdings in Charles Schwab by 102.3% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 33,750 shares of the financial services provider’s stock valued at $3,299,000 after buying an additional 17,068 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC increased its stake in shares of Charles Schwab by 112.0% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 89,498 shares of the financial services provider’s stock valued at $8,411,000 after acquiring an additional 47,281 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Trading Down 0.2%

Shares of SCHW opened at $91.46 on Friday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $114.53. The firm has a market capitalization of $158.17 billion, a P/E ratio of 15.61, a price-to-earnings-growth ratio of 0.81 and a beta of 0.79. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52. The stock’s fifty day simple moving average is $103.07 and its 200 day simple moving average is $98.11.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. The firm had revenue of $7.17 billion during the quarter, compared to the consensus estimate of $7.18 billion. Charles Schwab had a return on equity of 25.79% and a net margin of 39.33%. The firm’s quarterly revenue was up 16.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.31 earnings per share. On average, equities research analysts forecast that The Charles Schwab Corporation will post 6.42 earnings per share for the current year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, November 13th. Charles Schwab’s dividend payout ratio (DPR) is 21.84%.

Insider Transactions at Charles Schwab

In other news, Chairman Walter Bettinger sold 192,488 shares of Charles Schwab stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $103.90, for a total value of $19,999,503.20. Following the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at $54,999,049.40. The trade was a 26.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Paula Sneed sold 5,263 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $107.15, for a total value of $563,930.45. Following the sale, the director owned 91,711 shares of the company’s stock, valued at $9,826,833.65. The trade was a 5.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 632,577 shares of company stock valued at $68,214,123. 6.30% of the stock is currently owned by company insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab’s board declared a regular quarterly dividend of $0.32 per common share, reinforcing the company’s shareholder-return strategy. Preferred-stock dividends were also declared. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
• Positive Sentiment: The company opened two new Portland-area branches, expanding local client access and potentially supporting asset gathering and adviser relationships. Schwab opens two new Portland branches to expand local access
• Positive Sentiment: Schwab Asset Management is promoting a new international bond ETF based on an ICE-developed index, broadening its product lineup and exposure to fixed-income demand. ETF Central: An Introduction to the Schwab International Bond ETF
• Neutral Sentiment: Schwab is hosting IMPACT 2026, where RIA executives will discuss growth and client service. The event supports industry engagement but has limited immediate earnings impact. Zoe Financial CEO to Speak at Charles Schwab IMPACT 2026
• Neutral Sentiment: Coverage about the Charles Schwab Cup golf playoffs and Schwab’s $30 million investment in a Montana ranch/private golf club is primarily sponsorship or personal-investment news, with little direct effect on corporate fundamentals. Race to Phoenix: 2026 Charles Schwab Cup Playoffs
• Negative Sentiment: Morgan Stanley cut its SCHW price target from $141 to $132, although it retained an Overweight rating. The reduction may weigh on sentiment despite the analyst’s continued bullish view. Morgan Stanley stock recommendations
• Negative Sentiment: BMO Capital Markets issued a pessimistic forecast for Charles Schwab, adding to concerns about valuation and the outlook for future growth. BMO Capital Markets Issues Pessimistic Forecast for Charles Schwab

Wall Street Analyst Weigh In

A number of research firms have recently commented on SCHW. Wells Fargo & Company dropped their price objective on shares of Charles Schwab from $105.00 to $103.00 and set an “equal weight” rating for the company in a research note on Friday, October 16th. BMO Capital Markets decreased their target price on shares of Charles Schwab from $105.00 to $97.00 and set a “market perform” rating on the stock in a research report on Monday. Barclays lowered their target price on shares of Charles Schwab from $118.00 to $115.00 and set an “overweight” rating for the company in a report on Friday, October 16th. The Goldman Sachs Group restated a “buy” rating and issued a $117.00 target price (down from $122.00) on shares of Charles Schwab in a report on Friday, October 16th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $120.00 price target on shares of Charles Schwab in a research report on Friday, October 16th. Eighteen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $120.18.

Charles Schwab Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.