Charles Schwab (NYSE:SCHW) Insider Sells $208,420.00 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Jonathan Beatty sold 2,000 shares of Charles Schwab stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $104.21, for a total transaction of $208,420.00. Following the transaction, the insider directly owned 11,738 shares in the company, valued at approximately $1,223,216.98. This represents a 14.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $104.42 on Friday. The company has a market capitalization of $181.61 billion, a PE ratio of 18.99, a PEG ratio of 0.80 and a beta of 0.77. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The stock’s 50 day moving average price is $95.03 and its 200-day moving average price is $95.42. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50.

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

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. Charles Schwab’s dividend payout ratio (DPR) is currently 23.27%.

Charles Schwab News Roundup

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

• Positive Sentiment: Shareholder returns remain a major catalyst: Schwab reportedly plans to repurchase up to $20 billion of its shares. The buyback could reduce the share count, lift future EPS and signal confidence in the company’s valuation and cash generation. The company also confirmed a quarterly dividend of $0.32 per share, or $1.28 annualized. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Strong earnings momentum: Schwab’s latest quarter exceeded expectations, with EPS of $1.62 versus the $1.56 consensus and revenue of $7.07 billion versus $6.90 billion. Revenue increased 20.9% year over year, reinforcing the growth case for the brokerage and wealth-management business. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Estimates and technical sentiment improved: Erste Group raised its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. Commentary also points to a potential breakout and improving retail-investor bullishness, which could support trading activity and brokerage revenue. Schwab stock breakout analysis
• Positive Sentiment: New Austin-area office: Schwab announced a new office location in the Austin region, supporting its client-service and regional growth footprint, though the near-term financial impact is likely limited. Charles Schwab announces new Austin office
• Neutral Sentiment: Robo-adviser shutdown: Schwab is reportedly phasing out its robo-adviser platform. The decision could reduce expenses and sharpen focus on core offerings, but may weaken its appeal to younger, digitally focused investors. Why Charles Schwab is phasing out its robo-adviser
• Negative Sentiment: Large insider sales may weigh on sentiment: Chairman Walter Bettinger sold roughly $29.8 million of shares, while Nigel Murtagh sold approximately $3.4 million and Jonathan Beatty sold about $208,000. The trades were conducted under Rule 10b5-1 plans, making them weaker bearish signals, but their size could encourage profit-taking after SCHW’s recent advance.

Hedge Funds Weigh In On Charles Schwab

Several large investors have recently modified their holdings of the business. Dogwood Wealth Management LLC grew its stake in Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab during the fourth quarter worth $26,000. Scarborough Advisors LLC bought a new position in shares of Charles Schwab in the first quarter worth $29,000. Optima Capital LLC purchased a new position in shares of Charles Schwab in the fourth quarter valued at $30,000. Finally, McIlrath & Eck LLC grew its position in shares of Charles Schwab by 143.2% in the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 189 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on SCHW shares. Barclays increased their price target on shares of Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target for the company. TD Cowen lifted their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. Finally, Jefferies Financial Group reduced their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and an average price target of $119.94.

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.