The Charles Schwab Corporation $SCHW Position Reduced by Skylands Capital LLC

Key Points

• Skylands Capital reduced its Charles Schwab position by 59.9% in the third quarter, selling 83,785 shares and retaining 56,050 shares valued at approximately $5.48 million.
• Despite Skylands’ reduction, several major institutions increased their holdings, and institutional investors collectively own 84.38% of SCHW.
• Charles Schwab reported quarterly EPS of $1.69, beating estimates, while revenue increased 16.9% year over year to $7.17 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $120.18, although some brokerages recently lowered their targets.

Skylands Capital LLC decreased its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 59.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,050 shares of the financial services provider's stock after selling 83,785 shares during the quarter. Skylands Capital LLC's holdings in Charles Schwab were worth $5,478,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Bank of New York Mellon Corp increased its position in shares of Charles Schwab by 22.9% during the 1st quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider's stock valued at $1,518,913,000 after purchasing an additional 3,009,884 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of Charles Schwab by 3.5% in the 1st quarter. Bank of America Corp DE now owns 15,623,030 shares of the financial services provider's stock worth $1,468,252,000 after purchasing an additional 530,191 shares during the period. Flossbach Von Storch SE bought a new position in shares of Charles Schwab in the 2nd quarter worth approximately $987,930,000. Dimensional Fund Advisors LP boosted its holdings in shares of Charles Schwab by 1.1% in the first quarter. Dimensional Fund Advisors LP now owns 5,742,934 shares of the financial services provider's stock worth $539,705,000 after buying an additional 60,979 shares during the last quarter. Finally, Provident Trust Co. boosted its holdings in shares of Charles Schwab by 0.4% in the second quarter. Provident Trust Co. now owns 3,716,441 shares of the financial services provider's stock worth $342,916,000 after buying an additional 13,616 shares during the last quarter. Institutional investors own 84.38% of the company's stock.

Key Charles Schwab News

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

• Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
• Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
• Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
• Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
• Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
• Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
• Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
• Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents

Charles Schwab Stock Performance

Shares of SCHW opened at $91.65 on Thursday. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52. The business has a 50-day simple moving average of $103.44 and a two-hundred day simple moving average of $98.13. The stock has a market cap of $158.49 billion, a price-to-earnings ratio of 15.64, a PEG ratio of 0.81 and a beta of 0.79. The Charles Schwab Corporation has a 52 week low of $83.96 and a 52 week high of $114.53.

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

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on SCHW. Barclays cut their target price on shares of Charles Schwab from $118.00 to $115.00 and set an "overweight" rating for the company in a research report on Friday, October 16th. 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 report on Tuesday, October 6th. Evercore decreased their price target on shares of Charles Schwab from $107.00 to $104.00 in a research report on Friday, October 16th. Truist Financial set a $115.00 price target on shares of Charles Schwab in a research note on Friday, October 16th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Charles Schwab from $150.00 to $147.00 and set an "overweight" rating on the stock in a research note on Friday, October 16th. Eighteen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Charles Schwab presently has a consensus rating of "Moderate Buy" and an average price target of $120.18.

Insider Buying and Selling

In other Charles Schwab news, insider Nigel J. Murtagh sold 32,947 shares of the firm's stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $104.01, for a total transaction of $3,426,817.47. Following the sale, the insider owned 57,972 shares in the company, valued at approximately $6,029,667.72. This trade represents a 36.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 28,000 shares of the firm's stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $105.01, for a total transaction of $2,940,280.00. Following the sale, the insider owned 10,470 shares in the company, valued at approximately $1,099,454.70. The trade was a 72.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 632,577 shares of company stock valued at $68,214,123. Insiders own 6.30% of the company's stock.

Charles Schwab 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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