Mn Services Vermogensbeheer B.V. Has $62.55 Million Stock Position in The Charles Schwab Corporation $SCHW

Mn Services Vermogensbeheer B.V. lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.7% in the third quarter, HoldingsChannel reports. The fund owned 655,200 shares of the financial services provider’s stock after buying an additional 11,200 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Charles Schwab were worth $62,552,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Princeton Global Asset Management LLC bought a new stake in Charles Schwab during the 2nd quarter worth about $25,000. RMG Wealth Management LLC acquired a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $27,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the third quarter worth approximately $27,000. Hoese & Co LLP raised its stake in shares of Charles Schwab by 131.6% during the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after buying an additional 200 shares during the last quarter. Finally, Mid American Wealth Advisory Group Inc. acquired a new position in Charles Schwab in the second quarter valued at approximately $32,000. Institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

Analysts Set New Price Targets

Several analysts have commented on SCHW shares. Morgan Stanley upped their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Raymond James Financial reaffirmed an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research note on Monday, January 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a research note on Thursday. UBS Group boosted their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, JPMorgan Chase & Co. upped their price target on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.60.

Charles Schwab Stock Down 1.7%

Shares of Charles Schwab stock opened at $102.24 on Friday. The company has a market capitalization of $181.68 billion, a P/E ratio of 21.94, a price-to-earnings-growth ratio of 0.86 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The business has a 50-day moving average of $97.83 and a two-hundred day moving average of $95.87. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $105.81.

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, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the previous year, the firm earned $1.01 EPS. Charles Schwab’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Insider Buying and Selling at Charles Schwab

In other news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the transaction, the insider owned 11,923 shares in the company, valued at $1,168,454. This represents a 20.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold a total of 7,072 shares of company stock valued at $715,076 in the last ninety days. 6.30% of the stock is owned by corporate insiders.

Charles Schwab 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.