UniSuper Management Pty Ltd Buys 22,027 Shares of The Charles Schwab Corporation $SCHW

UniSuper Management Pty Ltd grew its position in The Charles Schwab Corporation (NYSE:SCHW) by 20.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 128,018 shares of the financial services provider’s stock after buying an additional 22,027 shares during the period. UniSuper Management Pty Ltd’s holdings in Charles Schwab were worth $12,222,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of SCHW. Westfuller Advisors LLC purchased a new stake in Charles Schwab in the third quarter worth about $70,000. Tranquilli Financial Advisor LLC raised its holdings in shares of Charles Schwab by 7.6% during the 3rd quarter. Tranquilli Financial Advisor LLC now owns 15,453 shares of the financial services provider’s stock worth $1,475,000 after acquiring an additional 1,088 shares in the last quarter. Teacher Retirement System of Texas boosted its position in shares of Charles Schwab by 34.5% during the 3rd quarter. Teacher Retirement System of Texas now owns 665,805 shares of the financial services provider’s stock valued at $63,564,000 after acquiring an additional 170,773 shares during the last quarter. Coign Capital Advisors LLC bought a new stake in Charles Schwab in the third quarter worth $628,000. Finally, Parkside Financial Bank & Trust lifted its position in Charles Schwab by 1.9% during the third quarter. Parkside Financial Bank & Trust now owns 8,216 shares of the financial services provider’s stock valued at $784,000 after purchasing an additional 151 shares during the last quarter. 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)

Analysts Set New Price Targets

Several research firms recently weighed in on SCHW. Raymond James Financial restated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday. Morgan Stanley boosted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. BMO Capital Markets initiated coverage on shares of Charles Schwab in a report on Friday, October 3rd. They set an “outperform” rating and a $110.00 price objective on the stock. Finally, UBS Group lifted their target price on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and a consensus price target of $115.60.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total transaction of $301,056.00. Following the completion of the sale, the insider directly owned 11,923 shares in the company, valued at $1,168,454. This trade represents a 20.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last three months, insiders sold 7,072 shares of company stock worth $715,076. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Down 1.7%

Shares of SCHW opened at $102.24 on Friday. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81. The firm has a market cap of $181.68 billion, a P/E ratio of 21.94, a PEG ratio of 0.84 and a beta of 0.94. 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’s 50 day moving average is $97.83 and its two-hundred day moving average is $95.90.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the firm earned $1.01 EPS. The company’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

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.