Charles Schwab (NYSE:SCHW) Insider Sells $422,079.42 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 4,053 shares of the stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $104.14, for a total value of $422,079.42. Following the sale, the insider directly owned 57,972 shares in the company, valued at $6,037,204.08. This trade represents a 6.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Down 0.0%

SCHW stock opened at $104.42 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm 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 Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The stock has a 50-day simple moving average of $95.03 and a two-hundred day simple moving average of $95.42.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share 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 firm had revenue of $7.07 billion for the quarter, compared to analysts’ expectations of $6.90 billion. During the same period in the prior year, the business posted $1.14 earnings per share. The company’s revenue was up 20.9% on a year-over-year basis. On average, equities analysts predict that The Charles Schwab Corporation will post 6.46 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The company 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. 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 is 23.27%.

Wall Street Analyst Weigh In

SCHW has been the subject of several analyst reports. Argus raised their price target on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Barclays upped their price target on shares of Charles Schwab from $122.00 to $125.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Charles Schwab in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. boosted their target price on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Finally, BMO Capital Markets lowered Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price on the stock. in a research note on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $119.94.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors have recently made changes to their positions in SCHW. Brookwood Investment Group LLC lifted its stake in Charles Schwab by 192.6% during the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after purchasing an additional 8,054 shares during the last quarter. Geode Capital Management LLC boosted its holdings 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 purchasing an additional 98,242 shares in the last quarter. Juno Financial Group LLC bought a new position in shares of Charles Schwab during the 4th quarter valued at about $2,591,000. Swiss Life Asset Management Ltd increased its position in shares of Charles Schwab by 4.2% during 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 purchasing an additional 16,482 shares during the last quarter. Finally, Busey Bank raised its holdings in shares of Charles Schwab by 15.5% during the 4th quarter. Busey Bank now owns 258,962 shares of the financial services provider’s stock valued at $25,873,000 after buying an additional 34,745 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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.

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.