Park National Corp OH Lowers Stock Position in The Charles Schwab Corporation $SCHW

Park National Corp OH cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.8% in the 4th quarter, HoldingsChannel reports. The firm owned 237,455 shares of the financial services provider’s stock after selling 28,656 shares during the period. Park National Corp OH’s holdings in Charles Schwab were worth $23,724,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC raised its position in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after buying an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC grew its position in 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 worth $415,000 after acquiring an additional 809 shares in the last quarter. United Bank increased its stake in 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 last quarter. Kingsview Wealth Management LLC increased its stake in Charles Schwab by 10.8% in the second quarter. Kingsview Wealth Management LLC now owns 5,579 shares of the financial services provider’s stock valued at $509,000 after acquiring an additional 544 shares during the last quarter. Finally, Empowered Funds LLC raised its position in Charles Schwab by 16.6% during the second quarter. Empowered Funds LLC now owns 72,348 shares of the financial services provider’s stock valued at $6,601,000 after purchasing an additional 10,308 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Up 0.7%

SCHW opened at $93.97 on Friday. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. 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 business’s 50-day moving average price is $98.26 and its 200-day moving average price is $96.25. The company has a market cap of $164.65 billion, a P/E ratio of 20.16, a P/E/G ratio of 0.75 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the business posted $1.01 EPS. Charles Schwab’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s payout ratio is currently 27.47%.

Analyst Ratings Changes

Several equities research analysts have issued reports on SCHW shares. Piper Sandler lifted their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Morgan Stanley raised their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. Truist Financial boosted their target price on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Raymond James Financial reissued an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the sale, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This represents a 2.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Dennis Howard sold 27,903 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the sale, 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 415,568 shares of company stock valued at $42,639,058. 6.30% of the stock is currently owned by insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Company-hosted investor event scheduled — Schwab set a Spring Business Update for institutional investors on April 16, giving management a forum to discuss results, guidance and strategic priorities (could provide clarity and a potential catalyst). Schwab Announces Its Spring Business Update
• Positive Sentiment: Client asset and advisory growth featured in recent coverage — analysts highlight rising client assets, advisory expansion and acquisition activity that support revenue diversification and fee-based growth for Schwab. This narrative underpins longer-term revenue stability. How Do Client Asset Growth & Advisory Expansion Support Schwab?
• Positive Sentiment: International expansion — Schwab has leased ~340k sq ft in Hyderabad, signaling investment in offshore operations and talent to support growth and cost scalability. Expansion can help margins and service capacity over time. Charles Schwab Eyes India, Leases 340,000 Sq Ft In Hyderabad
• Neutral Sentiment: Valuation check-in — recent pieces examine SCHW valuation after mixed short-term performance; these analyses may influence investor positioning but don’t add fresh company-specific news. A Look At Charles Schwab (SCHW) Valuation
• Neutral Sentiment: Industry context — competitors show divergent trends: Interactive Brokers’ strong 2025 performance highlights competition for active traders, while Morgan Stanley’s $1T IRA milestone underscores intense wealth-management rivalry. These dynamics are important for market-share expectations but are not immediate company news. Can Interactive Brokers Repeat Another Big Year?
• Neutral Sentiment: Product experience story — a consumer write-up on using Schwab’s debit card abroad may modestly affect retail perceptions but is unlikely to move the stock materially. Using the Charles Schwab debit card abroad
• Negative Sentiment: Preferred-stock coverage highlights investor skepticism — recent Seeking Alpha pieces critique Schwab’s Series J and Series D preferreds (discounts and thin yields), which can signal bond/preferred market caution about payout attractiveness or relative funding costs. That negative sentiment toward preferreds can affect broader investor sentiment around capital structure and return of capital. Charles Schwab Series J Preferreds
• Negative Sentiment: Another take on preferreds — additional Seeking Alpha coverage calls Series D rewards thin despite coverage, reinforcing cautious sentiment among income investors and potentially pressuring price for capital-markets securities. Charles Schwab Series D Preferreds

Charles Schwab Company 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.