Resona Asset Management Co. Ltd. Cuts Stock Holdings in The Charles Schwab Corporation $SCHW

Resona Asset Management Co. Ltd. reduced its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 4.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 553,802 shares of the financial services provider’s stock after selling 28,021 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Charles Schwab were worth $53,004,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of SCHW. Princeton Global Asset Management LLC purchased a new stake in Charles Schwab during the 2nd quarter valued at $25,000. RMG Wealth Management LLC bought a new stake in shares of Charles Schwab in the second quarter worth about $27,000. West Branch Capital LLC bought a new position in shares of Charles Schwab during the 3rd quarter valued at approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Charles Schwab in the 2nd quarter worth approximately $32,000. Finally, Hoese & Co LLP raised its position in Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 200 shares during the period. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab News Summary

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 Stock Performance

NYSE SCHW opened at $102.24 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The business has a fifty day moving average of $97.83 and a 200-day moving average of $95.87. The stock has a market cap of $181.68 billion, a price-to-earnings ratio of 21.94, a price-to-earnings-growth ratio of 0.86 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the business posted $1.01 EPS. The firm’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, analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the transaction, the insider directly owned 21,768 shares in the company, valued at approximately $2,285,640. The trade was a 8.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Over the last three months, insiders have sold 7,072 shares of company stock valued at $715,076. 6.30% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

SCHW has been the topic of a number of research reports. TD Cowen raised their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday. Bank of America upped their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. JMP Securities reaffirmed a “market outperform” rating and issued a $110.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. Finally, Keefe, Bruyette & Woods raised their price target on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average target price of $115.60.

About Charles Schwab

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.