Charles Schwab (NYSE:SCHW) Insider Sells $210,000.00 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Jonathan Beatty sold 2,000 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Charles Schwab Stock Performance

SCHW stock opened at $102.24 on Monday. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $105.81. The firm has a market cap of $181.68 billion, a price-to-earnings ratio of 21.94, a PEG ratio of 0.83 and a beta of 0.94. The business’s fifty day simple moving average is $97.83 and its two-hundred day simple moving average is $95.92. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the business posted $1.01 earnings per share. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Hedge Funds Weigh In On Charles Schwab

A number of large investors have recently added to or reduced their stakes in SCHW. Lantz Financial LLC lifted its holdings in shares of Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after buying an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC raised its stake in Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares in the last quarter. ZWJ Investment Counsel Inc. boosted its holdings in Charles Schwab by 4.6% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after purchasing an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC grew its position in shares of Charles Schwab by 2.0% during the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after purchasing an additional 107 shares in the last quarter. Finally, Nicolet Bankshares Inc. grew its position in shares of Charles Schwab by 0.8% during the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after purchasing an additional 107 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Bank of America increased their price objective on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research note on Wednesday, December 10th. Morgan Stanley increased their price target on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Piper Sandler raised their price target on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a research note on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $114.00 target price on shares of Charles Schwab in a research report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.60.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

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.