Christopher Dodds Sells 11,825 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) Director Christopher Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $95.54 on Thursday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The firm has a market cap of $169.76 billion, a price-to-earnings ratio of 20.50, a price-to-earnings-growth ratio of 0.80 and a beta of 0.94. The stock’s 50-day moving average is $100.73 and its 200-day moving average is $96.72. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50.

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

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is presently 23.18%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of SCHW. Federated Hermes Inc. increased its holdings in shares of Charles Schwab by 2,112.7% during the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after acquiring an additional 173,577 shares in the last quarter. First National Trust Co grew its position in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after purchasing an additional 40,257 shares during the last quarter. AE Wealth Management LLC increased its stake in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after purchasing an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. purchased a new position in Charles Schwab in the second quarter worth about $246,000. Finally, Optimize Financial Inc bought a new position in shares of Charles Schwab in the third quarter worth approximately $467,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab posted an earnings beat, revenue growth and set FY‑2026 EPS guidance, underscoring continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: The firm announced a higher quarterly dividend (raising the payout), which supports income investors and signals management confidence in cash flow. MarketBeat: Dividend News
• Positive Sentiment: Recent investor optimism and momentum pushed SCHW to fresh highs earlier this week, showing demand that could help stabilize the stock if AI fears subside. Yahoo: Investors’ Optimism
• Neutral Sentiment: CEO Rick Wurster is publicly downplaying AI risk and describing current uses of AI at Schwab, which may reassure some investors but hasn’t yet reversed the market reaction. MSN: CEO on AI
• Neutral Sentiment: Wurster reiterated that AI will augment, not replace, wealth managers in a Bloomberg interview — helpful context but short‑term market reaction remains driven by competitive headlines. Bloomberg Interview
• Negative Sentiment: The immediate catalyst for today’s decline: a new AI product from fintech firms (cited across outlets) sparked fears of fee compression and client flows away from traditional wealth managers, triggering a sectorwide sell‑off that hit Schwab. FT: Brokerage shares slide
• Negative Sentiment: High‑profile insider sales (Chairman Walter Bettinger and Director Christopher Dodds sold large blocks at ~$104) are being highlighted in the press and can amplify negative sentiment even if buys/sells follow personal liquidity plans. SEC Form 4 (Bettinger)
• Negative Sentiment: A former Schwab employee was found guilty of fraud and identity theft — a reputational/operational item to monitor, though it appears isolated and unlikely to drive long‑term fundamentals. Yahoo: Ex‑employee guilty

Analyst Upgrades and Downgrades

Several research firms recently issued reports on SCHW. TD Cowen upped their target price on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. UBS Group upped their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Citizens Jmp upped their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Finally, Piper Sandler increased their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.

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.