PFA Pension Forsikringsaktieselskab Purchases Shares of 1,119,170 The Charles Schwab Corporation $SCHW

Key Points

• PFA Pension Forsikringsaktieselskab bought 1,119,170 shares of The Charles Schwab Corporation in Q4, a stake valued at about $112.5 million and equal to roughly 0.06% of the company.
• Institutional ownership is high at 84.38%—led by Vanguard and State Street—while insiders have sold 471,268 shares (about $48.1 million) in the past 90 days.
• Charles Schwab beat quarterly EPS and revenue (EPS $1.43 vs $1.39), set FY2026 guidance of 5.700–5.800 EPS, announced a $0.32 quarterly dividend (ex‑div May 8), and carries a MarketBeat consensus of "Moderate Buy" with a $114 price target.

PFA Pension Forsikringsaktieselskab purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 1,119,170 shares of the financial services provider's stock, valued at approximately $112,533,000. PFA Pension Forsikringsaktieselskab owned about 0.06% of Charles Schwab at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider's stock valued at $14,471,840,000 after acquiring an additional 403,133 shares during the last quarter. State Street Corp lifted its holdings in Charles Schwab by 1.0% in the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider's stock valued at $6,984,231,000 after acquiring an additional 691,671 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in Charles Schwab by 1.3% in the 3rd quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider's stock valued at $2,066,600,000 after acquiring an additional 269,898 shares during the last quarter. Primecap Management Co. CA lifted its holdings in Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider's stock valued at $2,024,841,000 after acquiring an additional 2,174,381 shares during the last quarter. Finally, Viking Global Investors LP lifted its holdings in Charles Schwab by 5.1% in the 3rd quarter. Viking Global Investors LP now owns 16,583,101 shares of the financial services provider's stock valued at $1,583,189,000 after acquiring an additional 809,876 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on SCHW. Truist Financial cut their price target on shares of Charles Schwab from $122.00 to $120.00 and set a "buy" rating for the company in a report on Wednesday, April 1st. TD Cowen reissued a "buy" rating on shares of Charles Schwab in a report on Thursday, April 9th. Citigroup reissued a "market outperform" rating on shares of Charles Schwab in a report on Monday, January 12th. UBS Group cut their price target on shares of Charles Schwab from $125.00 to $119.00 and set a "buy" rating for the company in a report on Wednesday, April 8th. Finally, JPMorgan Chase & Co. upped their price target on shares of Charles Schwab from $128.00 to $131.00 and gave the company an "overweight" rating in a report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of "Moderate Buy" and a consensus price target of $114.00.

Insider Buying and Selling

In other news, insider Paul V. Woolway sold 15,884 shares of the company's stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $95.12, for a total value of $1,510,886.08. Following the transaction, the insider owned 35,992 shares in the company, valued at $3,423,559.04. This represents a 30.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Christopher V. Dodds sold 11,825 shares of the company's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director owned 449,406 shares in the company, valued at $46,985,397.30. This represents a 2.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 471,268 shares of company stock worth $48,114,169 over the last ninety days. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Price Performance

NYSE SCHW opened at $91.60 on Friday. The stock's 50-day moving average price is $93.87 and its two-hundred day moving average price is $96.20. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The company has a market cap of $159.20 billion, a PE ratio of 18.17, a PEG ratio of 0.72 and a beta of 0.90. The Charles Schwab Corporation has a 1 year low of $82.04 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts' consensus estimates of $1.39 by $0.04. The company had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The firm's quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts predict that The Charles Schwab Corporation will post 5.99 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued a $0.32 dividend. The ex-dividend date is Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab's dividend payout ratio is currently 25.40%.

Charles Schwab News Roundup

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

• Positive Sentiment: Erste Group raised forward earnings estimates for Schwab, boosting FY2027 EPS expectations and supporting a stronger forward earnings outlook that can underpin valuation. Erste Group estimate notes
• Positive Sentiment: Capital returns remain meaningful — Schwab’s recent large share repurchases (about $4.58B through Sept. 2025) and a newly announced quarterly dividend ($0.32/share, ex-div May 8) support EPS per share and income investors. Buyback/dividend coverage
• Neutral Sentiment: National Investing Day and Schwab’s ongoing investor education and RIA custodian footprint are positive for long‑term client acquisition but unlikely to move near‑term earnings materially. National Investing Day
• Neutral Sentiment: Valuation and performance commentary notes mixed recent returns (short‑term weakness vs. multi‑year gains); useful context for investors but not a specific catalyst. Valuation piece
• Negative Sentiment: Insider selling: Director Frank C. Herringer sold 2,520 shares at about $90.60 (filed Apr. 28) — a small stake reduction that can be perceived negatively by some investors. SEC Form 4 – Insider Sale
• Negative Sentiment: Several brokers trimmed price targets (while often keeping buy ratings), which reduces upside expectations and can cap near‑term stock momentum. Analyst target notes
• Negative Sentiment: Sector/peer weakness — Robinhood’s earnings miss and crypto revenue decline have pressured broker sentiment and could temporarily lower industry trading volumes, which would weigh on Schwab’s transaction revenue. Robinhood earnings

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.

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