Charles Schwab (NYSE:SCHW) Insider Dennis Howard Sells 10,108 Shares of Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Dennis Howard sold 10,108 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the sale, the insider owned 10,470 shares of the company’s stock, valued at $990,462. This trade represents a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

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 Price Performance

Shares of SCHW traded down $1.29 during mid-day trading on Friday, hitting $94.12. The company’s stock had a trading volume of 1,907,090 shares, compared to its average volume of 11,306,559. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a 50-day simple moving average of $99.88 and a 200 day simple moving average of $96.45. The firm has a market capitalization of $164.92 billion, a P/E ratio of 20.20, a P/E/G ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last posted its quarterly 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. The firm had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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 company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s payout ratio is 27.47%.

Analyst Upgrades and Downgrades

Several brokerages have commented on SCHW. Truist Financial raised their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $131.00 price objective on shares of Charles Schwab in a report on Thursday, January 22nd. Piper Sandler lifted their price target on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Finally, Barclays boosted their target price on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. One investment 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 given a Sell rating to the company. According to MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

More Charles Schwab News

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global (≈$660M all-cash), bringing a private-markets trading platform into Schwab’s ecosystem and positioning the firm to offer retail, RIA and advisor clients access to pre-IPO and private-company shares — a potential new revenue stream and differentiation versus peers. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly metrics remain strong: total client assets reached $12.2T (Jan 2026), up ~18% YoY; core net new assets were $27.8B and new brokerage accounts rose ~10% — indicators of continued customer acquisition and asset-driven fee revenue tailwinds. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab scheduled an Institutional Investor Day for May 14, a forum where management can provide deeper visibility into strategy (including Forge integration), near-term targets and capital allocation plans — often supportive for medium-term sentiment. Schwab Announces Its Institutional Investor Day
• Neutral Sentiment: Analysts maintain a consensus “Moderate Buy” on SCHW, signaling general analyst confidence but not an overwhelming upgrade cycle that would lift shares sharply. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market commentary from Schwab economists about a rotation in momentum vs. value may be contributing to sector flows that affect brokerage names unevenly; this is a macro/market-structure factor rather than company-specific news. Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: A MarketBeat piece on Robinhood noted valuation gaps between fintech peers (it cites Schwab’s lower P/E), underscoring relative-valuation narratives that can rotate investor interest among brokerages. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup?
• Negative Sentiment: Two recent insider sales were filed: Dennis Howard sold 10,108 shares and Nigel J. Murtagh sold 7,203 shares in early March — sizable disposals that can be interpreted by some investors as a near-term negative signal even if motivated by personal liquidity needs. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Institutional Investors Weigh In On Charles Schwab

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock valued at $14,471,840,000 after buying an additional 403,133 shares in the last quarter. State Street Corp boosted its holdings in shares of Charles Schwab by 1.0% in the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after buying an additional 691,671 shares in the last quarter. Geode Capital Management LLC increased its position in Charles Schwab by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after acquiring an additional 98,242 shares during the period. Franklin Resources Inc. lifted its position in Charles Schwab by 0.3% in the fourth quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after purchasing an additional 78,020 shares during the period. Finally, Primecap Management Co. CA lifted its position in shares of Charles Schwab by 9.7% during the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after acquiring an additional 2,066,884 shares during the period. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

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.