Insider Selling: Charles Schwab (NYSE:SCHW) Insider Sells $579,580.86 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Paul Woolway sold 6,126 shares of Charles Schwab stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the completion of the transaction, the insider directly owned 29,866 shares of the company’s stock, valued at $2,825,622.26. This represents a 17.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Charles Schwab Stock Down 0.8%

Shares of NYSE:SCHW opened at $95.29 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a market cap of $166.97 billion, a P/E ratio of 20.45, a P/E/G ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The company’s 50-day moving average price is $99.88 and its two-hundred day moving average price is $96.45.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. Charles Schwab’s revenue was up 18.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s payout ratio is 27.47%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Bayban bought a new position in shares of Charles Schwab during the fourth quarter worth $58,000. AG Campbell Advisory LLC bought a new stake in shares of Charles Schwab in the 4th quarter valued at $5,724,000. Pure Financial Advisors LLC raised its stake in Charles Schwab by 49.6% during the 4th quarter. Pure Financial Advisors LLC now owns 14,934 shares of the financial services provider’s stock worth $1,492,000 after buying an additional 4,949 shares during the period. Rehmann Capital Advisory Group lifted its holdings in Charles Schwab by 2.3% during the fourth quarter. Rehmann Capital Advisory Group now owns 7,283 shares of the financial services provider’s stock worth $728,000 after acquiring an additional 163 shares in the last quarter. Finally, SHP Wealth Management acquired a new position in Charles Schwab in the fourth quarter valued at about $42,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of research reports. Morgan Stanley lifted their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Bank of America raised their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research note on Thursday, January 22nd. UBS Group raised their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, Piper Sandler upped their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. One research 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 assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross‑sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all‑cash), adding a private‑markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price‑target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short‑term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social‑media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

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.