Charles Schwab (NYSE:SCHW) Insider Sells $956,216.80 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $990,462. The trade was a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Dennis Howard also recently made the following trade(s):

• On Wednesday, February 25th, Dennis Howard sold 27,903 shares of Charles Schwab stock. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06.

Charles Schwab Stock Down 0.2%

SCHW stock opened at $95.20 on Friday. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market capitalization of $166.81 billion, a price-to-earnings ratio of 20.43, a PEG ratio of 0.77 and a beta of 0.93. The business’s fifty day moving average price is $99.75 and its two-hundred day moving average price is $96.45.

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 net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the business posted $1.01 earnings per share. Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a $0.32 dividend. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s dividend payout ratio is presently 27.47%.

Institutional Trading of Charles Schwab

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Souders Financial Advisors increased its stake in Charles Schwab by 2.3% in the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after acquiring an additional 98 shares during the last quarter. Lantz Financial LLC lifted its stake in 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 purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC lifted its stake in Charles Schwab by 0.5% during the fourth 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 during the last quarter. Essex Financial Services Inc. boosted its holdings in shares of Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after purchasing an additional 105 shares in the last quarter. Finally, ZWJ Investment Counsel Inc. increased its stake in shares of 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 last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Analysts Set New Price Targets

Several research analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Citizens Jmp increased their price target on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Bank of America raised 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. Finally, UBS Group lifted their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average target price of $115.95.

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.