Charles Schwab (NYSE:SCHW) Chairman Sells $9,774,213.12 in Stock

The Charles Schwab Corporation (NYSE:SCHW) Chairman Walter Bettinger sold 93,408 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $104.64, for a total transaction of $9,774,213.12. Following the transaction, the chairman owned 529,346 shares of the company’s stock, valued at $55,390,765.44. This represents a 15.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.

Charles Schwab Price Performance

NYSE:SCHW opened at $105.39 on Friday. The firm’s fifty day moving average is $95.33 and its two-hundred day moving average is $95.49. The firm has a market cap of $183.30 billion, a price-to-earnings ratio of 19.16, a PEG ratio of 0.80 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $107.50.

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

Charles Schwab Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Barclays upped their price objective on Charles Schwab from $122.00 to $125.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 22nd. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. Jefferies Financial Group dropped their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. UBS Group lifted their price objective on shares of Charles Schwab from $122.00 to $128.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Finally, Morgan Stanley upped their price objective on shares of Charles Schwab from $133.00 to $136.00 and gave the stock an “overweight” rating in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $119.94.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Earnings and growth remain key catalysts: Schwab’s latest quarter produced EPS of $1.62 versus the $1.56 consensus, while revenue reached $7.07 billion, exceeding estimates of $6.90 billion and rising 20.9% year over year. The results support expectations for continued growth in brokerage, banking and wealth-management activity. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Buybacks and dividends support shareholder returns: Schwab reportedly plans to repurchase as much as $20 billion of stock, which could reduce the share count and boost future EPS. The company also confirmed a quarterly dividend of $0.32 per share, reinforcing the income appeal. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analyst outlook is favorable: Erste Group raised its FY2026 EPS estimate to $6.50 from $6.34, while multiple firms recently increased price targets. The consensus remains “Moderate Buy,” with an average target of $119.94, above recent trading levels.
• Neutral Sentiment: Strategic positioning has mixed implications: Schwab’s Austin-area office expansion may strengthen client service but is unlikely to materially affect near-term results. Its reported robo-adviser exit could lower costs and focus resources on core businesses, while potentially reducing appeal to younger digital investors. Schwab’s involvement in securities-tokenization initiatives also offers longer-term optionality, though the immediate financial impact is uncertain. Charles Schwab announces new Austin office
• Negative Sentiment: Large insider sales may temper enthusiasm: Chairman Walter Bettinger sold roughly $29.8 million of shares, while other executives sold millions more, including Dennis Howard’s $2.94 million transaction and Nigel Murtagh’s $3.43 million sale. The trades were made under pre-arranged Rule 10b5-1 plans, reducing their bearish significance, but the scale may encourage profit-taking after SCHW’s advance. Charles Schwab insider selling

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in 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 acquiring an additional 123 shares during the period. Piscataqua Savings Bank acquired a new position in Charles Schwab during the fourth quarter worth $26,000. Optima Capital LLC purchased a new position in Charles Schwab during the fourth quarter valued at $30,000. Scarborough Advisors LLC purchased a new position in Charles Schwab during the first quarter valued at $29,000. 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 during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

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.