The Charles Schwab Corporation (NYSE:SCHW – Get Free Report) Chairman Walter Bettinger sold 162,462 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total value of $16,879,801.80. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. The trade was a 23.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.
Charles Schwab Stock Down 1.9%
Shares of Charles Schwab stock opened at $101.92 on Friday. The stock has a market capitalization of $181.11 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 0.84 and a beta of 0.94. The business’s 50 day simple moving average is $100.02 and its 200-day simple moving average is $96.55. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $105.81.
Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same quarter last year, the business earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.
Charles Schwab Increases Dividend
Trending Headlines about Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Bull case write‑ups highlight valuation and growth upside (appeals to investors looking for multiple expansion and continued client/account growth). The Charles Schwab Corporation (SCHW): A Bull Case Theory The Charles Schwab Corporation (SCHW): A bull case theory
- Positive Sentiment: CEO Rick Wurster says Schwab is “winning” with younger investors by avoiding a gamified trading model, a message that supports organic account growth and long‑term fee income expansion. Schwab CEO says firm is ‘winning’ with Gen Z
- Neutral Sentiment: CEO discussed prediction markets and crypto in multiple interviews — signals Schwab is engaging new product/education areas but no immediate earnings impact; useful for positioning and PR rather than near‑term revenue. Charles Schwab CEO: How prediction markets can help (& hurt) investors CNBC full interview with Rick Wurster
- Neutral Sentiment: Dynasty Financial Partners received new backing from Fortress — industry consolidation/funding helps the RIA channel but the item is peripheral to Schwab’s core brokerage economics. Dynasty Financial Partners gets Fortress backing
- Neutral Sentiment: Minor insider sale: Peter Morgan III sold 7,595 shares — small in scale and unlikely to move the stock materially on its own. Peter Morgan III sells shares
- Negative Sentiment: Large insider selling by Chairman Walter Bettinger: he sold two sizable blocks on Feb. 3–4 (about 257k shares combined, ~>$26M at ~\$104/share) per SEC filings — creates near‑term supply and can be read as profit‑taking or portfolio diversification by insiders, which may pressure sentiment. SEC Form 4: Walter W. Bettinger
Analysts Set New Price Targets
A number of research analysts have recently commented on SCHW shares. Raymond James Financial reiterated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. Keefe, Bruyette & Woods raised their price objective on shares of Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research report on Monday, January 12th. Finally, UBS Group boosted their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.
Get Our Latest Analysis on Charles Schwab
Institutional Investors Weigh In On Charles Schwab
Large investors have recently made changes to their positions in the stock. Princeton Global Asset Management LLC bought a new stake in shares of Charles Schwab in the 2nd quarter valued at about $25,000. Dogwood Wealth Management LLC increased its position in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares during the last quarter. Piscataqua Savings Bank bought a new stake in Charles Schwab in the fourth quarter valued at approximately $26,000. RMG Wealth Management LLC acquired a new stake in shares of Charles Schwab in the second quarter valued at approximately $27,000. Finally, West Branch Capital LLC bought a new position in shares of Charles Schwab during the 3rd quarter worth approximately $27,000. Institutional investors and hedge funds own 84.38% of the company’s stock.
About Charles Schwab
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.
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