Neo Ivy Capital Management Purchases Shares of 8,380 The Charles Schwab Corporation $SCHW

Neo Ivy Capital Management acquired a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 8,380 shares of the financial services provider’s stock, valued at approximately $800,000.

A number of other hedge funds have also recently made changes to their positions in SCHW. West Branch Capital LLC purchased a new position in Charles Schwab in the 3rd quarter worth approximately $27,000. Evelyn Partners Asset Management Ltd purchased a new stake in Charles Schwab during the 2nd quarter valued at approximately $33,000. Howard Hughes Medical Institute purchased a new stake in Charles Schwab during the 2nd quarter valued at approximately $34,000. Redmont Wealth Advisors LLC bought a new stake in shares of Charles Schwab during the third quarter valued at approximately $34,000. Finally, FSA Wealth Management LLC bought a new stake in shares of Charles Schwab during the second quarter valued at approximately $36,000. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction that occurred 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 sale, the insider directly owned 10,470 shares of the company’s stock, valued at $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The disclosure for this sale is available in the SEC filing. Insiders have sold 415,568 shares of company stock worth $42,639,058 in the last quarter. Company insiders own 6.30% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on SCHW shares. Bank of America upped their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Truist Financial boosted their price target on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Finally, Citizens Jmp raised their price objective on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $115.95.

Charles Schwab Trading Down 0.2%

SCHW stock opened at $95.20 on Friday. The firm has a fifty day moving average price of $99.75 and a 200 day moving average price of $96.45. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The firm has a market cap of $166.81 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the firm earned $1.01 earnings per share. Charles Schwab’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. 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 firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is currently 27.47%.

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.