Insider Selling: Charles Schwab (NYSE:SCHW) Insider Sells 6,126 Shares of Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Paul Woolway sold 6,126 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the transaction, the insider owned 29,866 shares in the company, valued at approximately $2,825,622.26. This represents a 17.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Charles Schwab Stock Down 0.3%

Shares of SCHW traded down $0.33 on Tuesday, hitting $95.16. 8,257,101 shares of the stock traded hands, compared to its average volume of 13,609,142. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. The company has a market capitalization of $166.74 billion, a PE ratio of 20.42, a P/E/G ratio of 0.77 and a beta of 0.93. The business has a 50 day simple moving average of $100.13 and a 200 day simple moving average of $96.46. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period in the prior year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is 27.47%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on SCHW. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a report on Thursday, January 22nd. Piper Sandler raised their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Morgan Stanley lifted their target price 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. UBS Group increased their price target on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Barclays raised their price target on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average price target of $115.95.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. lifted its position in Charles Schwab by 0.3% during the third quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock valued at $14,471,840,000 after purchasing an additional 403,133 shares in the last quarter. State Street Corp raised its stake in shares of Charles Schwab by 1.0% in the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock worth $6,984,231,000 after buying an additional 691,671 shares during the period. Geode Capital Management LLC raised its stake in shares of Charles Schwab by 0.3% in the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after buying an additional 98,242 shares during the period. Franklin Resources Inc. lifted its position in shares of Charles Schwab by 0.3% during the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after buying an additional 78,020 shares in the last quarter. Finally, Primecap Management Co. CA grew its stake 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 owned by institutional investors.

More Charles Schwab News

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, adding a private-markets platform that gives clients access to pre-IPO shares and alternatives — a strategic move to broaden product offering and client wallet share. Charles Schwab Acquisition Of Forge Global Expands Private Market Story
• Positive Sentiment: Multiple releases confirm the Forge deal is closed and integrated messaging is beginning; this positions Schwab to cross-sell alternatives to retail and RIA clients, which could support fee revenue and client retention long term. Charles Schwab Completes Acquisition of Forge Global
• Positive Sentiment: Analyst optimism: Truist raised its price target on SCHW (to $122) and highlighted stronger net interest income expectations, supporting a bullish view on earnings power as rates and deposit mix evolve. The Charles Schwab Corporation (SCHW) Projects Strong Net Interest Income Growth
• Neutral Sentiment: Local and real-estate moves: Schwab’s regional expansion in South Florida and a new San Francisco office (post-HQ move to Westlake) signal continued branch/market growth and talent footprint adjustment — strategic but not immediately earnings-accretive. Charles Schwab’s local leader talks South Florida expansion
• Neutral Sentiment: Industry benchmarking coverage summarizes Q4 results for investment banking & brokerage peers, placing Schwab’s quarter in context — useful for relative valuation but not a direct new catalyst. Investment Banking & Brokerage Stocks Q4 Results: Benchmarking Charles Schwab (NYSE:SCHW)
• Neutral Sentiment: Mention in dividend/growth stock lists and other outlets highlights SCHW as a dividend/growth candidate — supportive long-term narrative but not an immediate price driver. Top 15 High-Growth Dividend Stocks For March 2026

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.