The Charles Schwab Corporation $SCHW Holdings Reduced by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management reduced its Charles Schwab holdings by 21.6% in the third quarter, selling 201,680 shares and retaining 733,429 shares valued at approximately $71.7 million. Institutional investors collectively own 84.38% of SCHW.
• Charles Schwab reported quarterly EPS of $1.69, beating estimates of $1.66, while revenue rose 16.9% year over year to $7.17 billion. The company also declared a $0.32 quarterly dividend, equal to a 1.4% annualized yield.
• Analyst sentiment remains broadly positive, with 18 Buy ratings and a consensus “Moderate Buy” rating alongside a $120.18 target price, although some firms have recently lowered their price targets. Insiders sold 632,577 shares worth approximately $68.2 million over the past three months.

Robeco Institutional Asset Management B.V. decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 21.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 733,429 shares of the financial services provider's stock after selling 201,680 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in Charles Schwab were worth $71,685,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Compass Financial Management LLC acquired a new stake in shares of Charles Schwab in the second quarter worth approximately $27,000. Scarborough Advisors LLC purchased a new stake in Charles Schwab in the first quarter valued at approximately $29,000. Main Street Group LTD purchased a new stake in Charles Schwab in the first quarter valued at approximately $33,000. GK Wealth Management LLC purchased a new stake in Charles Schwab in the third quarter valued at approximately $41,000. Finally, J.Safra Asset Management Corp acquired a new position in Charles Schwab during the second quarter worth approximately $39,000. Institutional investors and hedge funds own 84.38% of the company's stock.

Insider Buying and Selling at Charles Schwab

In other news, insider Nigel J. Murtagh sold 32,947 shares of the stock in a transaction on Monday, July 27th. The shares were sold at an average price of $104.01, for a total value of $3,426,817.47. Following the completion of the sale, the insider owned 57,972 shares of the company's stock, valued at $6,029,667.72. This represents a 36.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paula A. Sneed sold 5,263 shares of the firm's stock in a transaction on Friday, August 7th. The shares were sold at an average price of $107.15, for a total transaction of $563,930.45. Following the completion of the transaction, the director directly owned 91,711 shares in the company, valued at approximately $9,826,833.65. This represents a 5.43% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 632,577 shares of company stock valued at $68,214,123. 6.30% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Compass Point increased their price target on shares of Charles Schwab from $135.00 to $136.00 and gave the stock a "buy" rating in a research note on Tuesday, October 6th. TD Cowen lifted their price target on shares of Charles Schwab from $128.00 to $129.00 and gave the company a "buy" rating in a report on Monday, October 12th. The Goldman Sachs Group reiterated a "buy" rating and issued a $117.00 price target (down from $122.00) on shares of Charles Schwab in a report on Friday, October 16th. Jefferies Financial Group set a $120.00 price objective on shares of Charles Schwab in a research note on Friday, October 16th. Finally, Wells Fargo & Company dropped their price objective on Charles Schwab from $105.00 to $103.00 and set an "equal weight" rating for the company in a report on Friday, October 16th. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $120.18.

Charles Schwab Stock Performance

NYSE SCHW opened at $91.46 on Friday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $114.53. The firm has a market capitalization of $158.17 billion, a P/E ratio of 14.95, a P/E/G ratio of 0.81 and a beta of 0.79. The business's 50-day simple moving average is $103.07 and its 200-day simple moving average is $98.11.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.66 by $0.03. The firm had revenue of $7.17 billion during the quarter, compared to the consensus estimate of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The company's revenue was up 16.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.31 EPS. Equities analysts predict that The Charles Schwab Corporation will post 6.42 EPS for the current year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, November 13th. Charles Schwab's payout ratio is 21.84%.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab’s board declared a regular quarterly dividend of $0.32 per common share, reinforcing the company’s shareholder-return strategy. Preferred-stock dividends were also declared. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
• Positive Sentiment: The company opened two new Portland-area branches, expanding local client access and potentially supporting asset gathering and adviser relationships. Schwab opens two new Portland branches to expand local access
• Positive Sentiment: Schwab Asset Management is promoting a new international bond ETF based on an ICE-developed index, broadening its product lineup and exposure to fixed-income demand. ETF Central: An Introduction to the Schwab International Bond ETF
• Neutral Sentiment: Schwab is hosting IMPACT 2026, where RIA executives will discuss growth and client service. The event supports industry engagement but has limited immediate earnings impact. Zoe Financial CEO to Speak at Charles Schwab IMPACT 2026
• Neutral Sentiment: Coverage about the Charles Schwab Cup golf playoffs and Schwab’s $30 million investment in a Montana ranch/private golf club is primarily sponsorship or personal-investment news, with little direct effect on corporate fundamentals. Race to Phoenix: 2026 Charles Schwab Cup Playoffs
• Negative Sentiment: Morgan Stanley cut its SCHW price target from $141 to $132, although it retained an Overweight rating. The reduction may weigh on sentiment despite the analyst’s continued bullish view. Morgan Stanley stock recommendations
• Negative Sentiment: BMO Capital Markets issued a pessimistic forecast for Charles Schwab, adding to concerns about valuation and the outlook for future growth. BMO Capital Markets Issues Pessimistic Forecast for Charles Schwab

Charles Schwab Company Profile

The Charles Schwab Corporation NYSE: SCHW is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.

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