Montag A & Associates Inc. Sells 5,725 Shares of The Charles Schwab Corporation $SCHW

Montag A & Associates Inc. cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.5% during the third quarter, HoldingsChannel reports. The firm owned 48,616 shares of the financial services provider’s stock after selling 5,725 shares during the quarter. Montag A & Associates Inc.’s holdings in Charles Schwab were worth $4,641,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC lifted its position in Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after buying an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares during the period. United Bank raised its stake in shares of Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after acquiring an additional 1,070 shares during the period. Hantz Financial Services Inc. lifted its holdings in shares of Charles Schwab by 13.6% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,338 shares of the financial services provider’s stock worth $122,000 after acquiring an additional 160 shares during the last quarter. Finally, Welch & Forbes LLC boosted its stake in shares of Charles Schwab by 13.4% during the 2nd quarter. Welch & Forbes LLC now owns 4,657 shares of the financial services provider’s stock worth $425,000 after purchasing an additional 550 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other news, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider directly owned 10,470 shares in the company, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the sale, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 398,257 shares of company stock worth $41,001,365. 6.30% of the stock is currently owned by company insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, adding a private-markets platform that expands access to pre-IPO shares and alternative investments; this broadens product mix and creates cross-sell/fee-revenue opportunities over time. Read More.
• Positive Sentiment: Analysts have raised targets and highlighted stronger net interest income prospects (Truist, TD Cowen, UBS, Wolfe, etc.), reinforcing a bullish earnings thesis tied to rates and deposit mix. Upgrades support upside to consensus EPS and valuation. Read More.
• Positive Sentiment: Dividend was recently increased (quarterly to $0.32 from $0.27), signaling confidence in capital generation and returning cash to shareholders; that supports the stock’s income/growth narrative. Read More.
• Neutral Sentiment: Local footprint and real-estate updates — expansion in South Florida and a new San Francisco office after the HQ move — indicate continued retail/wealth distribution investment but are not immediate earnings drivers. Read More.
• Neutral Sentiment: Industry benchmarking pieces place Schwab’s Q4 results in peer context — useful for relative valuation and competitive checks but not a fresh catalyst. Q4 beat and FY26 EPS guidance (5.70–5.80) remain the primary fundamentals to watch. Read More.
• Negative Sentiment: Insider selling: Paul V. Woolway disclosed sales of 15,884 shares on Mar 2 at ~$95.12 and 6,126 shares on Mar 3 at ~$94.61, materially reducing his holdings; the SEC Form 4 is filed. While insider sales can be for personal/tax reasons, the timing and size often create near-term downward pressure on sentiment. Read More.

Charles Schwab Stock Down 0.3%

NYSE:SCHW opened at $95.16 on Wednesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $107.50. The company has a 50-day moving average of $100.13 and a 200 day moving average of $96.46. The firm has a market cap of $166.74 billion, a PE ratio of 20.42, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter last year, the firm posted $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. As a group, research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on SCHW. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Morgan Stanley raised their price target on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Bank of America lifted their target price on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Finally, TD Cowen boosted their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus 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.