Jonathan Beatty Sells 1,000 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Jonathan Beatty sold 1,000 shares of Charles Schwab stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $111.33, for a total value of $111,330.00. Following the sale, the insider directly owned 10,738 shares of the company’s stock, valued at approximately $1,195,461.54. This represents a 8.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Charles Schwab Stock Down 0.8%

Charles Schwab stock opened at $110.78 on Thursday. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $112.20. The company has a market cap of $191.57 billion, a PE ratio of 20.14, a PEG ratio of 0.85 and a beta of 0.76. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. The business’s 50-day simple moving average is $100.75 and its two-hundred day simple moving average is $96.00.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.56 by $0.06. The company had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a net margin of 38.79% and a return on equity of 24.53%. Charles Schwab’s quarterly revenue was up 20.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.14 EPS. Equities analysts anticipate that The Charles Schwab Corporation will post 6.46 EPS for the current year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s payout ratio is 23.27%.

Wall Street Analyst Weigh In

SCHW has been the topic of several analyst reports. Barclays raised their price target on shares of Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Morgan Stanley upped their price objective on shares of Charles Schwab from $133.00 to $136.00 and gave the stock an “overweight” rating in a research report on Monday, July 27th. Argus increased their target price on shares of Charles Schwab from $108.00 to $114.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Compass Point assumed coverage on Charles Schwab in a research report on Monday, August 3rd. They set a “buy” rating and a $135.00 target price on the stock. Finally, UBS Group set a $135.00 price target on Charles Schwab in a research note on Monday, August 3rd. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $121.17.

Key Charles Schwab News

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

• Positive Sentiment: Schwab opened its first India global capability centre in Hyderabad and plans to expand it to approximately 2,000 employees by the end of 2027. The technology and engineering hub could improve operating efficiency, support artificial-intelligence initiatives and help protect long-term margins. Charles Schwab India investment article
• Positive Sentiment: July client assets increased 19% year over year to $13.04 trillion. Higher net new assets and trading activity point to continued revenue growth and reinforce the momentum behind Schwab’s recent earnings performance. Schwab July client assets
• Positive Sentiment: The stock’s recent strength has been supported by record asset inflows, expanding margins and strong earnings momentum. Schwab’s latest quarterly results exceeded consensus, with $1.62 EPS and $7.07 billion of revenue, up 20.9% year over year. Schwab reaches 52-week high
• Neutral Sentiment: Schwab raised $2.6 billion through fixed-to-floating-rate notes and expanded its product lineup with cash-settled single-stock futures. The capital supports flexibility, while the new derivatives could increase engagement but face adoption and liquidity uncertainty. Schwab capital raise and product expansion
• Negative Sentiment: Two insiders sold shares recently: Jonathan Beatty sold 1,000 shares for about $111,330, and Dennis Howard sold 2,198 shares for approximately $241,780. The trades were small relative to Schwab’s market value and were conducted under pre-arranged plans, but they may add caution near record levels. Schwab insider sales
• Negative Sentiment: At roughly 20 times earnings, SCHW is no longer an obvious bargain after a 106% three-year advance. Investors may be taking profits while assessing whether future growth can justify the elevated valuation and continued expense growth. Schwab valuation analysis

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Dogwood Wealth Management LLC increased its position in 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 purchasing an additional 123 shares during the last quarter. Compass Financial Management LLC purchased a new stake in shares of Charles Schwab in the 2nd quarter valued at approximately $27,000. Scarborough Advisors LLC purchased a new stake in shares of Charles Schwab in the 1st quarter valued at approximately $29,000. McIlrath & Eck LLC increased its holdings in shares of Charles Schwab by 143.2% during the 4th quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock worth $32,000 after buying an additional 189 shares during the last quarter. Finally, Main Street Group LTD acquired a new stake in shares of Charles Schwab during the 1st quarter worth approximately $33,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

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.