Walter Bettinger Sells 67,514 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) Chairman Walter Bettinger sold 67,514 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.25, for a total value of $7,038,334.50. Following the completion of the transaction, the chairman owned 529,346 shares in the company, valued at $55,184,320.50. This represents a 11.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Charles Schwab Trading Down 3.7%

NYSE SCHW opened at $95.54 on Thursday. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The business has a fifty day simple moving average of $100.73 and a 200 day simple moving average of $96.72. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The firm has a market capitalization of $169.76 billion, a P/E ratio of 20.50, a PEG ratio of 0.80 and a beta of 0.94.

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

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 23.18%.

Institutional Trading of Charles Schwab

Institutional investors have recently modified their holdings of the business. Dogwood Wealth Management LLC lifted its holdings in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 123 shares during the last quarter. Piscataqua Savings Bank bought a new stake in Charles Schwab in the fourth quarter worth $26,000. Princeton Global Asset Management LLC purchased a new stake in Charles Schwab during the second quarter valued at about $25,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab during the fourth quarter valued at about $28,000. Finally, West Branch Capital LLC purchased a new position in shares of Charles Schwab in the third quarter worth about $27,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

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 Ratings Changes

A number of equities analysts have recently weighed in on the company. Keefe, Bruyette & Woods boosted their target price on Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Morgan Stanley boosted their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Bank of America upped their price objective on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. The Goldman Sachs Group reiterated a “buy” rating and set a $114.00 target price on shares of Charles Schwab in a research note on Friday, October 17th. Finally, JMP Securities restated a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a research report on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Charles Schwab currently has an average 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.