Mizuho Markets Cayman LP Makes New $16.84 Million Investment in The Charles Schwab Corporation $SCHW

Mizuho Markets Cayman LP purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the first quarter, HoldingsChannel.com reports. The fund purchased 179,240 shares of the financial services provider’s stock, valued at approximately $16,845,000. Charles Schwab makes up approximately 0.9% of Mizuho Markets Cayman LP’s portfolio, making the stock its 18th largest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. First Trust Advisors LP boosted its holdings in shares of Charles Schwab by 29.0% in the first quarter. First Trust Advisors LP now owns 3,377,185 shares of the financial services provider’s stock valued at $317,388,000 after buying an additional 759,220 shares during the period. Chase Investment Counsel Corp acquired a new stake in shares of Charles Schwab during the first quarter worth $4,475,000. CacheTech Inc. bought a new stake in Charles Schwab in the 1st quarter valued at $218,000. ABN Amro Investment Solutions lifted its position in Charles Schwab by 7.8% in the 1st quarter. ABN Amro Investment Solutions now owns 137,274 shares of the financial services provider’s stock valued at $12,901,000 after acquiring an additional 9,882 shares in the last quarter. Finally, Triad Investment Management acquired a new position in Charles Schwab in the 1st quarter worth $293,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on SCHW shares. Argus set a $108.00 target price on Charles Schwab in a report on Monday, April 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Charles Schwab in a report on Wednesday. Raymond James Financial reiterated an “outperform” rating and set a $145.00 price objective on shares of Charles Schwab in a report on Wednesday. BMO Capital Markets lowered Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price on the stock. in a research report on Monday. Finally, Jefferies Financial Group cut their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $119.41.

Key Charles Schwab News

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

• Positive Sentiment: Charles Schwab reported record quarterly revenue and earnings, beating estimates with EPS of $1.62 on revenue of $7.07 billion, helped by a 57% jump in daily average revenue trades and a 21% rise in revenue year over year. Schwab Beats 2Q Estimates as Retail Traders Pile Into Market
• Positive Sentiment: The company added 1.4 million brokerage accounts and raised its 2026 outlook, signaling continued client growth and stronger revenue momentum from trading activity, lending growth, and AI-related investments. Schwab Q2 Earnings Call Highlights Growth & AI-Led Expansion
• Positive Sentiment: Barclays raised its price target on SCHW to $125 from $122 and kept an overweight rating, reflecting optimism about further upside. Benzinga
• Neutral Sentiment: Despite the strong earnings beat, some reports say SCHW slipped as investors locked in gains and focused on higher expenses and near-term valuation after the results. Schwab Stock Slides Despite Q2 Earnings Beat on Robust Trading & NIR

Insider Activity

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $100.01, for a total value of $200,020.00. Following the transaction, the insider directly owned 13,738 shares in the company, valued at $1,373,937.38. This trade represents a 12.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 6,520 shares of company stock worth $622,392 in the last quarter. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Stock Up 1.0%

Shares of SCHW stock opened at $100.93 on Thursday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50. The firm’s fifty day moving average price is $93.47 and its two-hundred day moving average price is $95.34. The firm has a market capitalization of $175.53 billion, a P/E ratio of 18.35, a PEG ratio of 0.83 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.56 by $0.06. Charles Schwab had a net margin of 38.79% and a return on equity of 24.73%. The company had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. During the same period in the prior year, the business posted $1.14 EPS. The company’s quarterly revenue was up 20.9% on a year-over-year basis. On average, equities analysts predict that The Charles Schwab Corporation will post 6.3 EPS for the current fiscal year.

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.