Charles Schwab (NYSE:SCHW) Insider Sells $2,651,343.06 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Dennis Howard sold 27,903 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the transaction, the insider owned 10,470 shares in the company, valued at $994,859.40. The trade was a 72.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

Charles Schwab Trading Down 2.5%

SCHW opened at $95.09 on Monday. The stock has a market capitalization of $166.61 billion, a price-to-earnings ratio of 20.40, a P/E/G ratio of 0.77 and a beta of 0.93. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. The company has a 50-day simple moving average of $100.36 and a 200 day simple moving average of $96.48.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The firm’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.01 earnings per share. 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 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

Hedge Funds Weigh In On Charles Schwab

Several institutional investors and hedge funds have recently added to or reduced their stakes in SCHW. Federated Hermes Inc. increased its position in Charles Schwab by 2,112.7% in the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after buying an additional 173,577 shares in the last quarter. First National Trust Co increased its holdings in shares of Charles Schwab by 82.2% during the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares in the last quarter. AE Wealth Management LLC increased its holdings in shares of Charles Schwab by 131.0% during the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after acquiring an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. acquired a new position in shares of Charles Schwab during the second quarter worth approximately $246,000. Finally, Optimize Financial Inc bought a new position in shares of Charles Schwab in the 3rd quarter worth $467,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research note on Thursday, January 22nd. Piper Sandler raised 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. Morgan Stanley upped their price objective on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, Raymond James Financial restated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $115.95.

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.