Orion Porfolio Solutions LLC Decreases Stock Holdings in The Charles Schwab Corporation $SCHW

Orion Porfolio Solutions LLC reduced its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 8.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 161,116 shares of the financial services provider’s stock after selling 15,369 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Charles Schwab were worth $15,382,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the 3rd quarter worth $27,000. Redmont Wealth Advisors LLC purchased a new stake in Charles Schwab during the third quarter worth about $34,000. Evelyn Partners Asset Management Ltd bought a new stake in Charles Schwab in the second quarter worth about $33,000. Howard Hughes Medical Institute bought a new stake in Charles Schwab in the second quarter worth about $34,000. Finally, Steph & Co. boosted its stake in Charles Schwab by 74.7% in the third quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock valued at $37,000 after acquiring an additional 165 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on SCHW shares. Barclays raised their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Raymond James Financial reissued an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Finally, Piper Sandler boosted their price objective on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has issued 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.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $95.29 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The stock has a market cap of $166.97 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The stock has a fifty day moving average of $99.88 and a 200-day moving average of $96.45.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion for 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 firm’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts anticipate 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. Stockholders of record on Friday, February 13th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

More Charles Schwab News

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross‑sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all‑cash), adding a private‑markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price‑target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short‑term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social‑media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

Insider Activity at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. The trade was a 2.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Paul V. Woolway sold 15,884 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the completion of the transaction, the insider directly owned 35,992 shares in the company, valued at approximately $3,423,559.04. The trade was a 30.62% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 415,568 shares of company stock valued at $42,639,058 in the last quarter. 6.30% of the stock is currently owned by company insiders.

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.