Insider Selling: Charles Schwab (NYSE:SCHW) Insider Sells $3,426,817.47 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 32,947 shares of the stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $104.01, for a total value of $3,426,817.47. Following the sale, the insider owned 57,972 shares of the company’s stock, valued at $6,029,667.72. This represents a 36.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Trading Down 1.3%

Charles Schwab stock traded down $1.34 during trading hours on Wednesday, reaching $104.63. The company had a trading volume of 7,149,145 shares, compared to its average volume of 8,396,741. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50. The company has a 50-day moving average price of $94.75 and a 200 day moving average price of $95.39. The firm has a market cap of $181.97 billion, a price-to-earnings ratio of 19.02, a P/E/G ratio of 0.81 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, topping the consensus estimate of $1.56 by $0.06. The company had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a net margin of 38.79% and a return on equity of 24.73%. The firm’s revenue for the quarter was up 20.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.14 earnings per share. Equities analysts forecast that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $0.32 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. Charles Schwab’s payout ratio is presently 23.27%.

Charles Schwab News Roundup

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

• Positive Sentiment: Large share repurchase planned: Schwab reportedly intends to buy back $20 billion of stock. The program could reduce shares outstanding, support future earnings per share and signal confidence in the company’s cash generation and valuation. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analysts raised earnings estimates: Erste Group increased its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. The revisions reinforce the earnings outlook following Schwab’s latest quarterly beat, when revenue rose 20.9% year over year and EPS exceeded consensus. Charles Schwab analyst earnings estimates
• Positive Sentiment: Investment in market infrastructure: Schwab led a Series B funding round for Provable Markets, which is developing securities-finance technology covering pre-trade, execution and post-trade processes. The investment could provide strategic exposure to modernized trading infrastructure, although its direct financial impact is unclear. Provable Markets Series B funding
• Positive Sentiment: Solid fundamentals and shareholder returns: Recent quarterly results beat expectations, while Schwab also declared a quarterly dividend of $0.32 per share. Analysts maintain a broadly favorable “Moderate Buy” consensus with an average price target of $119.94. Charles Schwab earnings, dividend and analyst ratings
• Neutral Sentiment: Robo-adviser exit: Schwab is reportedly ditching its robo-adviser platform. The move may reduce costs and allow greater focus on core brokerage and wealth-management operations, but it could also mean giving up a channel for attracting younger and digitally oriented investors. Why Charles Schwab is ditching its robo-adviser platform
• Neutral Sentiment: CNBC identified Schwab as one of the financial firms connected to investment accounts disclosed by President Donald Trump. The association raises Schwab’s visibility but does not indicate a material change to its operating outlook. Financial firms connected to Trump investment accounts
• Negative Sentiment: Insider selling adds a modest caution signal: Several executives sold shares, including General Counsel Peter Morgan III and executives Jonathan Beatty and Nigel Murtagh. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their value as evidence of bearish convictions, but they may still weigh on sentiment.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Zacks Research raised Charles Schwab from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 9th. Truist Financial lowered their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a report on Thursday, June 18th. BMO Capital Markets lowered Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price objective on the stock. in a research report on Monday, July 20th. Finally, Jefferies Financial Group reduced their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $119.94.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Souders Financial Advisors raised its position in shares of Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after acquiring an additional 98 shares in the last quarter. Lantz Financial LLC boosted its position in shares of Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares in the last quarter. Essex Financial Services Inc. grew its stake in Charles Schwab by 0.8% in the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares during the period. FSM Wealth Advisors LLC grew its stake in Charles Schwab by 4.1% in the fourth quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock worth $269,000 after purchasing an additional 107 shares during the period. Finally, Sheets Smith Wealth Management raised its holdings in Charles Schwab by 0.7% in the first quarter. Sheets Smith Wealth Management now owns 14,521 shares of the financial services provider’s stock worth $1,365,000 after purchasing an additional 108 shares in the last quarter. Hedge funds and other institutional investors 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.