Charles Schwab (NYSE:SCHW) Director Sells $1,236,303.75 in Stock

The Charles Schwab Corporation (NYSE:SCHW) Director Christopher Dodds sold 11,825 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the sale, the director owned 449,406 shares in the company, valued at $46,985,397.30. The trade was a 2.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Charles Schwab Stock Down 7.4%

Shares of NYSE SCHW traded down $7.97 during midday trading on Tuesday, reaching $99.24. The company’s stock had a trading volume of 40,407,063 shares, compared to its average volume of 9,625,148. 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 fifty-two week low of $65.88 and a fifty-two week high of $107.50. The stock has a market capitalization of $176.34 billion, a price-to-earnings ratio of 21.30, a PEG ratio of 0.87 and a beta of 0.94. The stock has a 50 day simple moving average of $100.55 and a 200-day simple moving average of $96.71.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The business had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the company posted $1.01 earnings per share. The firm’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. Equities research analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is 23.18%.

Institutional Investors Weigh In On Charles Schwab

A number of institutional investors have recently made changes to their positions in the company. Princeton Global Asset Management LLC bought a new stake in Charles Schwab in the 2nd quarter valued at $25,000. Dogwood Wealth Management LLC lifted its holdings in shares of 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 in the last quarter. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab in the fourth quarter valued at about $26,000. West Branch Capital LLC acquired a new position in shares of Charles Schwab in the third quarter valued at about $27,000. Finally, GoalVest Advisory LLC acquired a new position in shares of Charles Schwab in the fourth quarter valued at about $28,000. Institutional investors own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Recent fundamentals remain supportive: Schwab reported an earnings beat, revenue growth, and set FY‑2026 EPS guidance that indicates continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: Shares had reached fresh highs and received momentum/growth coverage this week, attracting buyer interest before the sell‑off. That prior strength could support rebounds if AI concerns ease. Zacks: Hits Fresh High
• Neutral Sentiment: Analyst coverage is generally constructive (consensus “moderate buy”); that underpins medium‑term upside but doesn’t prevent near‑term volatility. American Banking News: Consensus Rating
• Neutral Sentiment: Industry peers and retail flows have been supportive recently (retail buying on dips), so Schwab’s business mix still benefits from client inflows and scale. MSN: Retail Investors Buying the Dip
• Negative Sentiment: Primary driver of today’s sell‑off: reports that a new AI product from financial‑software firms is seen as a potential threat to wealth‑management margins, sparking a sectorwide re‑rating and heavy selling in brokerage names. FT: US brokerage shares slide over new AI tool
• Negative Sentiment: Market headlines tied the Schwab decline to AI‑related disruption fears and noted late‑session selling across Robinhood, Astera and Schwab, amplifying panic selling and volume. MSN: AI fears slam Schwab
• Negative Sentiment: Multiple outlets explain today’s pressure as direct investor reaction to competitive AI offerings (Altruist and others), heightening fears of fee compression or client migration in wealth management. Yahoo Finance: Why SCHW Shares Are Sliding

Analysts Set New Price Targets

SCHW has been the topic of several recent analyst reports. Barclays boosted their price target on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. JPMorgan Chase & Co. boosted their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. TD Cowen lifted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, JMP Securities restated a “market outperform” rating and set a $110.00 price objective on shares of Charles Schwab in a research note on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.65.

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.