SEB Asset Management AB Invests $43.62 Million in The Charles Schwab Corporation $SCHW

SEB Asset Management AB acquired a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 464,096 shares of the financial services provider’s stock, valued at approximately $43,616,000.

Several other large investors have also bought and sold shares of SCHW. Norges Bank bought a new stake in Charles Schwab in the fourth quarter worth about $1,994,189,000. Bank of New York Mellon Corp boosted its position in shares of Charles Schwab by 22.9% during the 1st quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider’s stock valued at $1,518,913,000 after purchasing an additional 3,009,884 shares in the last quarter. Primecap Management Co. CA boosted its position in shares of Charles Schwab by 9.7% during the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after purchasing an additional 2,066,884 shares in the last quarter. Focus Partners Wealth grew its stake in shares of Charles Schwab by 716.5% in the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock worth $209,948,000 after purchasing an additional 1,844,095 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. acquired a new position in shares of Charles Schwab in the 1st quarter worth approximately $129,140,000. Institutional investors own 84.38% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Erste Group Bank raised its FY2026 earnings estimate for Charles Schwab to $6.34 per share from $6.16 and boosted FY2027 EPS to $7.64, signaling stronger profit expectations than the current consensus. Charles Schwab estimates update
• Positive Sentiment: Multiple recent articles say SCHW is drawing attention as investors look ahead to its June-quarter results, with rising earnings optimism and valuation commentary suggesting the shares may still have upside. Analyst revisions and earnings preview
• Neutral Sentiment: Schwab strategist Liz Ann Sonders discussed rebalancing, sector rotation, and semiconductor positioning; while useful market commentary, it does not directly change Schwab’s fundamentals. Liz Ann Sonders interview
• Neutral Sentiment: Schwab’s annual RIA survey highlighted ongoing challenges around organic growth and hiring, which is informative for the wealth-management business but not an immediate stock catalyst. RIA benchmarking survey

Analyst Ratings Changes

Several research firms recently commented on SCHW. Piper Sandler increased their target price on shares of Charles Schwab from $105.00 to $112.00 and gave the company a “neutral” rating in a research note on Wednesday. Raymond James Financial lifted their price target on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. UBS Group upped their price target on Charles Schwab from $119.00 to $122.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday, June 18th. Finally, Morgan Stanley raised their price objective on Charles Schwab from $125.00 to $133.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $117.50.

Charles Schwab Price Performance

SCHW stock opened at $101.66 on Friday. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $107.50. The firm has a 50-day moving average of $92.77 and a two-hundred day moving average of $95.36. The firm has a market capitalization of $176.79 billion, a PE ratio of 20.17, a P/E/G ratio of 0.85 and a beta of 0.77. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period last year, the firm posted $1.04 earnings per share. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. On average, analysts forecast that The Charles Schwab Corporation will post 6.25 earnings per share for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Insider Buying and Selling

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director directly owned 177,508 shares in the company, valued at approximately $16,082,224.80. The trade was a 1.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $100.01, for a total transaction of $200,020.00. Following the sale, the insider directly owned 13,738 shares in the company, valued at approximately $1,373,937.38. This trade represents a 12.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,520 shares of company stock valued at $622,392 in the last ninety days. Company insiders own 6.30% of the company’s stock.

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.