Charles Schwab (NYSE:SCHW) Insider Nigel Murtagh Sells 7,203 Shares

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 7,203 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total value of $681,475.83. Following the completion of the transaction, the insider owned 57,972 shares of the company’s stock, valued at $5,484,730.92. The trade was a 11.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Charles Schwab Trading Down 0.8%

NYSE:SCHW traded down $0.75 on Thursday, reaching $95.29. The company’s stock had a trading volume of 12,027,382 shares, compared to its average volume of 11,538,132. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The stock has a 50 day moving average price of $100.01 and a 200 day moving average price of $96.46. The firm has a market cap of $166.97 billion, a price-to-earnings ratio of 20.45, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping 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 company’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts anticipate 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 paid a $0.32 dividend. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. Charles Schwab’s payout ratio is presently 27.47%.

Analyst Upgrades and Downgrades

A number of research firms have commented on SCHW. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. UBS Group boosted their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Barclays increased their target price on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Bank of America lifted their target price on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research report on Wednesday, December 10th. Finally, Citizens Jmp increased their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. 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 issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Souders Financial Advisors raised its holdings in shares of Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after purchasing an additional 98 shares in the last quarter. Lantz Financial LLC increased its holdings in Charles Schwab by 3.1% in the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after buying an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC raised its stake in Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after buying an additional 105 shares in the last quarter. Essex Financial Services Inc. lifted its holdings in Charles Schwab by 0.8% during the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after buying an additional 105 shares during the last quarter. Finally, ZWJ Investment Counsel Inc. lifted its holdings in Charles Schwab by 4.6% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after buying an additional 106 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross?sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all?cash), adding a private?markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price?target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short?term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social?media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

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.