Skylands Capital LLC trimmed its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 59.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,050 shares of the financial services provider’s stock after selling 83,785 shares during the period. Skylands Capital LLC’s holdings in Charles Schwab were worth $5,478,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also made changes to their positions in the company. Compass Financial Management LLC bought a new position in shares of Charles Schwab in the second quarter worth about $27,000. Scarborough Advisors LLC bought a new stake in Charles Schwab during the 1st quarter valued at approximately $29,000. Main Street Group LTD bought a new stake in Charles Schwab during the 1st quarter valued at approximately $33,000. J.Safra Asset Management Corp bought a new stake in Charles Schwab during the 2nd quarter valued at approximately $39,000. Finally, Washington Trust Advisors Inc. lifted its holdings in Charles Schwab by 118.0% in the 2nd quarter. Washington Trust Advisors Inc. now owns 447 shares of the financial services provider’s stock worth $41,000 after purchasing an additional 242 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
- Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
- Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
- Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
- Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
- Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
- Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
- Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents
Insider Transactions at Charles Schwab
In other Charles Schwab news, insider Dennis Howard sold 28,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $105.01, for a total transaction of $2,940,280.00. Following the completion of the transaction, the insider owned 10,470 shares in the company, valued at $1,099,454.70. This trade represents a 72.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Walter Bettinger sold 192,488 shares of Charles Schwab stock in a transaction that occurred on 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 completion of the sale, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. The trade was a 26.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 632,577 shares of company stock valued at $68,214,123 in the last ninety days. Corporate insiders own 6.30% of the company’s stock.
Analysts Set New Price Targets
Several research analysts have weighed in on SCHW shares. Morgan Stanley dropped their price target on Charles Schwab from $141.00 to $132.00 and set an “overweight” rating for the company in a research note on Wednesday. Bank of America increased their price objective on shares of Charles Schwab from $91.00 to $95.00 and gave the company an “underperform” rating in a report on Monday, October 5th. Keefe, Bruyette & Woods reiterated an “outperform” rating and set a $111.00 price objective (up from $109.00) on shares of Charles Schwab in a research report on Friday, October 16th. BMO Capital Markets reduced their price objective 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. Finally, Truist Financial set a $115.00 target price on shares of Charles Schwab in a report on Friday, October 16th. Eighteen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus target price of $120.18.
Get Our Latest Stock Report on SCHW
Charles Schwab Trading Up 0.8%
Shares of Charles Schwab stock opened at $91.65 on Thursday. The firm has a market cap of $158.49 billion, a price-to-earnings ratio of 15.64, a PEG ratio of 0.81 and a beta of 0.79. The business has a 50-day moving average price of $103.44 and a 200-day moving average price of $98.13. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $114.53.
Charles Schwab (NYSE:SCHW – Get Free Report) last issued its earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.03. The firm had revenue of $7.17 billion for the quarter, compared to analysts’ expectations of $7.18 billion. Charles Schwab had a return on equity of 25.79% and a net margin of 39.33%. The business’s revenue was up 16.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.31 earnings per share. Equities research analysts anticipate that The Charles Schwab Corporation will post 6.42 EPS for the current fiscal year.
Charles Schwab Company 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.
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