Findlay Park Partners LLP Lowers Stake in The Charles Schwab Corporation $SCHW

Findlay Park Partners LLP lessened its stake in The Charles Schwab Corporation (NYSE:SCHW) by 23.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,095,269 shares of the financial services provider’s stock after selling 631,100 shares during the period. Charles Schwab accounts for about 2.1% of Findlay Park Partners LLP’s portfolio, making the stock its 17th largest position. Findlay Park Partners LLP owned 0.12% of Charles Schwab worth $200,035,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. West Branch Capital LLC purchased a new position in shares of Charles Schwab during the third quarter worth approximately $27,000. Evelyn Partners Asset Management Ltd bought a new position in Charles Schwab in the second quarter worth approximately $33,000. Howard Hughes Medical Institute purchased a new position in Charles Schwab during the 2nd quarter worth $34,000. Redmont Wealth Advisors LLC bought a new stake in Charles Schwab during the 3rd quarter valued at $34,000. Finally, FSA Wealth Management LLC bought a new stake in Charles Schwab during the 2nd quarter valued at $36,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the insider directly owned 21,768 shares of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was 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 of the company’s stock, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 376,247 shares of company stock valued at $38,910,898. 6.30% of the stock is owned by corporate insiders.

Charles Schwab News Roundup

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Charles Schwab Trading Down 2.5%

NYSE:SCHW opened at $95.09 on Friday. The firm has a 50 day moving average of $100.36 and a 200 day moving average of $96.49. The stock has a market capitalization of $166.61 billion, a price-to-earnings ratio of 20.40, a PEG ratio of 0.78 and a beta of 0.94. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.During the same quarter last year, the firm posted $1.01 earnings per share. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s dividend payout ratio is 27.47%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. UBS Group increased their price target on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. TD Cowen increased their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Truist Financial raised their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $114.00 price target on shares of Charles Schwab in a research report on Monday, January 5th. Finally, Morgan Stanley lifted their price objective on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $115.95.

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.