Charles Schwab (NYSE:SCHW) Insider Dennis Howard Sells 27,903 Shares of Stock

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

Charles Schwab Price Performance

Charles Schwab stock opened at $95.09 on Friday. The firm has a market capitalization of $166.61 billion, a P/E ratio of 20.40, a PEG ratio of 0.78 and a beta of 0.94. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. 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 business has a fifty day moving average price of $100.36 and a 200-day moving average price of $96.49.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.During the same period in the prior year, the company posted $1.01 earnings per share. The company’s quarterly revenue 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. As a group, equities research analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

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

Charles Schwab News Summary

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

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors and hedge funds have recently made changes to their positions in SCHW. Dogwood Wealth Management LLC raised its holdings in 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 purchasing an additional 123 shares during the period. Piscataqua Savings Bank bought a new stake in Charles Schwab during the 4th quarter worth approximately $26,000. West Branch Capital LLC purchased a new position in Charles Schwab during the third quarter valued at approximately $27,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab in the fourth quarter worth approximately $28,000. Finally, Beacon Financial Strategies CORP purchased a new stake in shares of Charles Schwab in the fourth quarter worth $29,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on SCHW shares. Citizens Jmp increased their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Barclays lifted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Bank of America upped their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. Finally, Raymond James Financial restated an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab presently 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.