Findlay Park Partners LLP Trims Position in The Charles Schwab Corporation $SCHW

Findlay Park Partners LLP reduced its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 23.1% during the 3rd quarter, Holdings Channel reports. The fund owned 2,095,269 shares of the financial services provider’s stock after selling 631,100 shares during the period. Charles Schwab makes up about 2.1% of Findlay Park Partners LLP’s holdings, making the stock its 17th largest holding. Findlay Park Partners LLP’s holdings in Charles Schwab were worth $200,035,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in SCHW. Norges Bank acquired a new stake in Charles Schwab during the 2nd quarter worth about $1,889,858,000. Brown Advisory Inc. boosted its stake in shares of Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock worth $1,109,687,000 after buying an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA boosted its stake in shares of Charles Schwab by 35.9% in the second quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after buying an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp grew its holdings 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 acquiring an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. raised its position 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 acquiring an additional 2,786,829 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Down 2.5%

SCHW opened at $95.09 on Friday. The company has a market cap of $166.61 billion, a PE ratio of 20.40, a price-to-earnings-growth ratio of 0.78 and a beta of 0.94. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. The company has a 50-day moving average price of $100.36 and a 200 day moving average price of $96.49. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping 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 company’s revenue was up 18.9% on a year-over-year basis. During the same period in the previous year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is currently 27.47%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Insiders Place Their Bets

In related news, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the transaction, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction on 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 sale, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 376,247 shares of company stock worth $38,910,898. 6.30% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have commented on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Piper Sandler boosted their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. TD Cowen upped their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Barclays increased their target price on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

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.