Rakuten Investment Management Inc. Takes Position in The Charles Schwab Corporation $SCHW

Rakuten Investment Management Inc. acquired a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 21,177 shares of the financial services provider’s stock, valued at approximately $2,022,000.

Other hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Charles Schwab in the second quarter worth about $1,889,858,000. Brown Advisory Inc. raised its stake in shares of Charles Schwab by 88.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after acquiring an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA lifted its holdings in Charles Schwab by 35.9% in the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after purchasing an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp boosted its position in Charles Schwab by 28.3% during the second quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after purchasing an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. grew its holdings in Charles Schwab by 1.9% during the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after purchasing an additional 2,786,829 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Charles Schwab Stock Performance

SCHW opened at $102.24 on Friday. The stock’s 50 day simple moving average is $97.83 and its 200-day simple moving average is $95.87. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock has a market cap of $181.68 billion, a PE ratio of 21.94, a P/E/G ratio of 0.86 and a beta of 0.94. 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 posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the company earned $1.01 earnings per share. The business’s 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. Sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Analyst Ratings Changes

A number of research firms recently issued reports on SCHW. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Citizens Jmp raised their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. Barclays lifted their price objective on Charles Schwab from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday. Truist Financial increased their target price on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday. Finally, UBS Group lifted their price target on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $115.60.

Insiders Place Their Bets

In related news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the transaction, the insider owned 21,768 shares of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold a total of 7,072 shares of company stock valued at $715,076 over the last quarter. Insiders own 6.30% of the company’s stock.

Key Headlines 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)

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.