Key Points
- Charles Schwab Chairman Walter Bettinger sold 162,462 shares on Feb. 3 at an average price of $103.90 for about $16.88M, cutting his holdings by 23.48% to 529,346 shares (≈$55M).
- This was part of larger insider selling (roughly 257k shares across Feb. 3–4, >$26M at ~\$104/share), which can be read as profit‑taking or diversification and may create short‑term selling pressure.
- Company fundamentals remain strong: Schwab recently beat Q4 earnings and revenue estimates, raised its quarterly dividend to $0.32, and carries a consensus "Moderate Buy" with an average price target near $115.
The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) Chairman Walter Bettinger sold 94,948 shares of the business's stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $104.25, for a total transaction of $9,898,329.00. Following the completion of the transaction, the chairman owned 529,346 shares of the company's stock, valued at approximately $55,184,320.50. This trade represents a 15.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.
Charles Schwab Stock Down 1.9%
SCHW stock opened at $101.92 on Friday. The company's 50 day moving average price is $100.02 and its 200 day moving average price is $96.55. The firm has a market capitalization of $181.11 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58.
Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts' consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The company had revenue of $6.34 billion for the quarter, compared to analysts' expectations of $6.19 billion. During the same period last year, the firm earned $1.01 earnings per share. Charles Schwab's quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research 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 announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be paid a $0.32 dividend. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. The ex-dividend date is Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab's dividend payout ratio (DPR) is 23.18%.
Analyst Upgrades and Downgrades
SCHW has been the subject of several recent analyst reports. Bank of America raised their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an "underperform" rating in a research note on Wednesday, December 10th. Citigroup restated a "market outperform" rating on shares of Charles Schwab in a report on Monday, January 12th. JPMorgan Chase & Co. increased their price objective on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an "overweight" rating in a report on Monday, October 20th. Keefe, Bruyette & Woods boosted their target price on shares of Charles Schwab from $109.00 to $111.00 and gave the company an "outperform" rating in a report on Friday, October 17th. Finally, TD Cowen increased their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a "buy" rating in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $115.65.
Read Our Latest Analysis on Charles Schwab
Institutional Inflows and Outflows
Hedge funds have recently added to or reduced their stakes in the stock. Federated Hermes Inc. raised its position in shares of Charles Schwab by 2,112.7% during the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider's stock worth $16,587,000 after purchasing an additional 173,577 shares during the period. Vanguard Personalized Indexing Management LLC lifted its stake in Charles Schwab by 26.8% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider's stock valued at $17,387,000 after buying an additional 40,275 shares during the last quarter. AE Wealth Management LLC boosted its holdings in shares of Charles Schwab by 131.0% during the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider's stock valued at $9,531,000 after acquiring an additional 56,609 shares during the period. W.H. Cornerstone Investments Inc. bought a new position in shares of Charles Schwab during the second quarter worth about $246,000. Finally, Optimize Financial Inc acquired a new stake in shares of Charles Schwab in the 3rd quarter worth about $467,000. 84.38% of the stock is owned by hedge funds and other institutional investors.
Charles Schwab News Summary
Here are the key news stories impacting Charles Schwab this week:
Charles Schwab Company Profile
(
Get Free Report)
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.
Further Reading
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