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

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

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 Stock Down 0.2%

Charles Schwab stock opened at $95.20 on Friday. The stock’s 50 day moving average price is $99.75 and its 200 day moving average price is $96.44. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $107.50. The company has a market cap of $166.81 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick 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, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the business posted $1.01 earnings per share. Charles Schwab’s 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. On average, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a $0.32 dividend. The ex-dividend date was Friday, February 13th. 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. Charles Schwab’s payout ratio is 27.47%.

Hedge Funds Weigh In On Charles Schwab

Hedge funds have recently added to or reduced their stakes in the business. Dogwood Wealth Management LLC raised its position in shares of Charles Schwab by 99.2% during 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 last quarter. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the fourth quarter worth $26,000. GoalVest Advisory LLC purchased a new stake in shares of Charles Schwab in the fourth quarter valued at $28,000. West Branch Capital LLC acquired a new stake in shares of Charles Schwab during the third quarter valued at $27,000. Finally, Beacon Financial Strategies CORP purchased a new stake in Charles Schwab during the 4th quarter worth about $29,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Barclays boosted their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Raymond James Financial reiterated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research report on Monday, January 5th. Morgan Stanley upped their price target on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. Finally, Wolfe Research set a $120.00 price objective on Charles Schwab in a research note on Monday, January 12th. One 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $115.95.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

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.