Nigel Murtagh Sells 4,053 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 4,053 shares of the company’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $104.14, for a total transaction of $422,079.42. Following the sale, the insider directly owned 57,972 shares in the company, valued at $6,037,204.08. This trade represents a 6.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Performance

SCHW stock opened at $104.63 on Thursday. The stock has a 50-day moving average price of $94.75 and a 200-day moving average price of $95.39. The Charles Schwab Corporation has a 1-year low of $83.96 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 0.48. The firm has a market cap of $181.97 billion, a PE ratio of 19.02, a price-to-earnings-growth ratio of 0.81 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating the consensus estimate of $1.56 by $0.06. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The company had revenue of $7.07 billion for the quarter, compared to analyst estimates of $6.90 billion. During the same quarter in the prior year, the company earned $1.14 EPS. The firm’s revenue for the quarter was up 20.9% compared to the same quarter last year. As a group, equities research analysts expect that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Friday, August 14th. Charles Schwab’s dividend payout ratio is presently 23.27%.

Charles Schwab News Roundup

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

• Positive Sentiment: Large share repurchase planned: Schwab reportedly intends to buy back $20 billion of stock. The program could reduce shares outstanding, support future earnings per share and signal confidence in the company’s cash generation and valuation. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analysts raised earnings estimates: Erste Group increased its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. The revisions reinforce the earnings outlook following Schwab’s latest quarterly beat, when revenue rose 20.9% year over year and EPS exceeded consensus. Charles Schwab analyst earnings estimates
• Positive Sentiment: Investment in market infrastructure: Schwab led a Series B funding round for Provable Markets, which is developing securities-finance technology covering pre-trade, execution and post-trade processes. The investment could provide strategic exposure to modernized trading infrastructure, although its direct financial impact is unclear. Provable Markets Series B funding
• Positive Sentiment: Solid fundamentals and shareholder returns: Recent quarterly results beat expectations, while Schwab also declared a quarterly dividend of $0.32 per share. Analysts maintain a broadly favorable “Moderate Buy” consensus with an average price target of $119.94. Charles Schwab earnings, dividend and analyst ratings
• Neutral Sentiment: Robo-adviser exit: Schwab is reportedly ditching its robo-adviser platform. The move may reduce costs and allow greater focus on core brokerage and wealth-management operations, but it could also mean giving up a channel for attracting younger and digitally oriented investors. Why Charles Schwab is ditching its robo-adviser platform
• Neutral Sentiment: CNBC identified Schwab as one of the financial firms connected to investment accounts disclosed by President Donald Trump. The association raises Schwab’s visibility but does not indicate a material change to its operating outlook. Financial firms connected to Trump investment accounts
• Negative Sentiment: Insider selling adds a modest caution signal: Several executives sold shares, including General Counsel Peter Morgan III and executives Jonathan Beatty and Nigel Murtagh. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their value as evidence of bearish convictions, but they may still weigh on sentiment.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Jefferies Financial Group lowered their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Wednesday, July 22nd. Barclays lifted their price target on shares of Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Morgan Stanley upped their price objective on shares of Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a report on Monday. Finally, Truist Financial cut their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $119.94.

Institutional Trading of Charles Schwab

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Dogwood Wealth Management LLC increased its position in shares of Charles Schwab by 99.2% during the fourth 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 in the last quarter. Piscataqua Savings Bank bought a new position in Charles Schwab in the 4th quarter valued at about $26,000. Scarborough Advisors LLC bought a new position in Charles Schwab in the 1st quarter valued at about $29,000. Optima Capital LLC acquired a new position in Charles Schwab during the 4th quarter valued at about $30,000. Finally, McIlrath & Eck LLC boosted its stake in Charles Schwab by 143.2% during the 4th quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 189 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

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.