Nigel Murtagh Sells 7,203 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 7,203 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $681,475.83. Following the completion of the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at $5,484,730.92. The trade was a 11.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website.

Charles Schwab Stock Performance

Shares of NYSE:SCHW traded down $0.75 during trading on Thursday, hitting $95.29. 12,027,382 shares of the stock traded hands, compared to its average volume of 11,538,132. 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 company has a fifty day moving average price of $100.01 and a two-hundred day moving average price of $96.46. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50. The company has a market cap of $166.97 billion, a price-to-earnings ratio of 20.45, a P/E/G ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results 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. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The firm had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the firm posted $1.01 earnings per share. The firm’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 analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a $0.32 dividend. 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. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

Analyst Ratings Changes

SCHW has been the subject of several recent analyst reports. Raymond James Financial reissued an “outperform” rating and issued a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. Citigroup reiterated 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 stock an “underperform” rating in a research report on Wednesday, December 10th. Truist Financial lifted their price objective on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross‑sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all‑cash), adding a private‑markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price‑target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short‑term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social‑media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

Institutional Trading of Charles Schwab

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Bayban acquired a new position in shares of Charles Schwab during the 4th quarter valued at about $58,000. AG Campbell Advisory LLC purchased a new position in Charles Schwab during the fourth quarter worth about $5,724,000. Pure Financial Advisors LLC raised its stake in Charles Schwab by 49.6% during the fourth quarter. Pure Financial Advisors LLC now owns 14,934 shares of the financial services provider’s stock worth $1,492,000 after purchasing an additional 4,949 shares during the period. Rehmann Capital Advisory Group boosted its holdings in Charles Schwab by 2.3% in the 4th quarter. Rehmann Capital Advisory Group now owns 7,283 shares of the financial services provider’s stock valued at $728,000 after purchasing an additional 163 shares during the last quarter. Finally, SHP Wealth Management purchased a new stake in shares of Charles Schwab in the 4th quarter valued at approximately $42,000. 84.38% of the stock is owned by institutional investors and hedge funds.

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.