Charles Schwab (NYSE:SCHW) Insider Sells $3,426,817.47 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 32,947 shares of Charles Schwab stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $104.01, for a total transaction of $3,426,817.47. Following the completion of the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $6,029,667.72. This trade represents a 36.24% decrease in their position. The sale was disclosed in a document filed 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 Stock Up 1.0%

Shares of SCHW stock opened at $105.39 on Friday. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The stock 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 firm’s 50-day moving average is $95.33 and its 200-day moving average is $95.49. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62.

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

Charles Schwab Announces Dividend

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

Analysts Set New Price Targets

SCHW has been the topic of several research reports. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Charles Schwab in a report on Wednesday, July 22nd. Jefferies Financial Group lowered their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. BMO Capital Markets cut Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price objective for the company. in a report on Monday, July 20th. Finally, Argus increased their target price on Charles Schwab from $108.00 to $114.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $119.94.

More Charles Schwab News

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

Hedge Funds Weigh In On Charles Schwab

A number of hedge funds have recently bought and sold shares of the business. Brookwood Investment Group LLC boosted its stake in shares of Charles Schwab by 192.6% in the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock valued at $1,222,000 after buying an additional 8,054 shares during the period. Geode Capital Management LLC increased its stake in Charles Schwab by 0.3% during 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 acquiring an additional 98,242 shares during the period. Juno Financial Group LLC bought a new position in Charles Schwab during the 4th quarter worth $2,591,000. Swiss Life Asset Management Ltd raised its holdings in Charles Schwab by 4.2% in the 4th quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock valued at $40,681,000 after acquiring an additional 16,482 shares in the last quarter. Finally, Busey Bank raised its holdings in Charles Schwab by 15.5% in the 4th quarter. Busey Bank now owns 258,962 shares of the financial services provider’s stock valued at $25,873,000 after acquiring an additional 34,745 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

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.