Charles Schwab stock falls on TD’s exit plan

Published 10/02/2025, 13:34
© Reuters.

Investing.com -- Charles Schwab (NYSE:SCHW) shares declined 3% following news that The Toronto-Dominion Bank (TSX:TD) (“TD”) plans to sell its entire equity investment in the company. The announcement prompted a reaction from investors, leading to a downturn in Schwab’s stock during the trading session.

TD’s decision to offload its 10.1% economic ownership, which amounts to approximately 184.7 million shares, was revealed as part of a strategic review by the bank. The sale will be conducted through a registered offering, accompanied by a share repurchase agreement with Schwab for US$1.5 billion worth of its shares, conditional upon the completion of the offering.

TD Securities and Goldman Sachs are set to act as joint bookrunning managers for the secondary offering. In a statement, Raymond (NSE:RYMD) Chun, Group President and CEO of TD Bank Group, expressed satisfaction with the returns from the Schwab shares acquired in 2020 and outlined the bank’s intention to use a portion of the proceeds, specifically C$8 billion, to repurchase its stock. The remainder will be invested in the bank’s business to support customers and clients, enhance performance, and foster organic growth.

The move aligns with TD’s commitment to prudent capital management and infrastructure strengthening. Further details were provided in a separate news release, and TD has scheduled a conference call to discuss the development further.

This divestiture by TD marks a significant change in its investment strategy, as the bank held a 10.45% stake in Charles Schwab, with 185,977,739 shares. The exit of such a substantial shareholder has evidently weighed on Schwab’s stock price, reflecting investor sentiment on the news.

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