The Charles Schwab Corporation $SCHW Stock: Hosking Partners LLP Decreases Holdings

Hosking Partners LLP lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 6.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 256,119 shares of the financial services provider's stock after selling 18,971 shares during the quarter. Hosking Partners LLP's holdings in Charles Schwab were worth $25,033,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Compass Financial Management LLC acquired a new stake in shares of Charles Schwab during the 2nd quarter valued at about $27,000. Scarborough Advisors LLC bought a new stake in Charles Schwab in the first quarter valued at about $29,000. Main Street Group LTD bought a new stake in Charles Schwab in the first quarter valued at about $33,000. GK Wealth Management LLC acquired a new position in Charles Schwab in the third quarter worth about $41,000. Finally, SHP Wealth Management acquired a new position in Charles Schwab in the fourth quarter worth about $42,000. Institutional investors and hedge funds own 84.38% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Rothschild & Co Redburn lifted their price objective on Charles Schwab from $114.00 to $120.00 and gave the company a "neutral" rating in a report on Monday, September 21st. Truist Financial set a $115.00 price objective on Charles Schwab in a research note on Friday, October 16th. Citigroup reissued a "market outperform" rating on shares of Charles Schwab in a report on Friday, October 16th. Compass Point increased their target price on Charles Schwab from $135.00 to $136.00 and gave the stock a "buy" rating in a report on Tuesday, October 6th. Finally, Deutsche Bank Aktiengesellschaft set a $125.00 target price on Charles Schwab and gave the stock a "buy" rating in a research report on Friday, October 16th. Eighteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $120.18.

Charles Schwab Stock Up 0.8%

Shares of NYSE:SCHW opened at $91.65 on Thursday. The company's fifty day moving average is $103.44 and its 200-day moving average is $98.13. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. The Charles Schwab Corporation has a 52 week low of $83.96 and a 52 week high of $114.53. The company has a market capitalization of $158.49 billion, a PE ratio of 14.83, a P/E/G ratio of 0.81 and a beta of 0.79.

Charles Schwab (NYSE:SCHW - Get Free Report) last announced 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 business had revenue of $7.17 billion during the quarter, compared to analysts' expectations of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The firm's revenue for the quarter was up 16.9% on a year-over-year basis. During the same quarter last year, the company posted $1.31 EPS. Equities research analysts predict that The Charles Schwab Corporation will post 6.42 earnings per share for the current fiscal year.

Insider Activity

In other news, Chairman Walter W. Bettinger sold 192,488 shares of the firm's stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $103.90, for a total transaction of $19,999,503.20. Following the completion of the sale, the chairman owned 529,346 shares of the company's stock, valued at approximately $54,999,049.40. This trade represents a 26.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Paula A. Sneed sold 5,263 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $107.15, for a total transaction of $563,930.45. Following the sale, the director directly owned 91,711 shares of the company's stock, valued at approximately $9,826,833.65. The trade was a 5.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 632,577 shares of company stock valued at $68,214,123 in the last ninety days. 6.30% of the stock is currently owned by corporate insiders.

Key Stories Impacting Charles Schwab

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 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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