Charles Schwab (NYSE:SCHW) Insider Nigel Murtagh Sells 32,947 Shares

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 32,947 shares of the business’s 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 completion of the transaction, the insider owned 57,972 shares in the company, valued at $6,029,667.72. The trade was a 36.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Performance

NYSE SCHW opened at $104.63 on Thursday. 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 Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The business 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 price-to-earnings-growth 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.56 by $0.06. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The company had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. During the same quarter last year, the company earned $1.14 EPS. The firm’s quarterly revenue was up 20.9% on a year-over-year basis. As a group, equities research analysts predict that The Charles Schwab Corporation will post 6.46 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

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

Key Charles Schwab News

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

A number of brokerages recently weighed in on SCHW. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Zacks Research upgraded shares of Charles Schwab from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 9th. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Piper Sandler set a $118.00 price objective on Charles Schwab in a research report on Tuesday, July 21st. Finally, BMO Capital Markets cut Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price on the stock. in a report on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $119.94.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of SCHW. State Street Corp raised its stake in Charles Schwab by 1.0% during the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after purchasing an additional 691,671 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Charles Schwab by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after buying an additional 98,242 shares in the last quarter. Franklin Resources Inc. increased its holdings in shares of Charles Schwab by 0.3% in the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock worth $3,015,720,000 after buying an additional 78,020 shares during the last quarter. Primecap Management Co. CA increased its holdings in shares of Charles Schwab by 9.7% in the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock worth $2,325,512,000 after buying an additional 2,066,884 shares during the last quarter. Finally, Fisher Asset Management LLC raised its position in shares of Charles Schwab by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock valued at $2,179,888,000 after buying an additional 171,926 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

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.