Key Points
- Insider sale: Director Dennis Howard sold 27,903 shares on Feb. 25 at an average of $95.02 for about $2.65M, cutting his holding by 72.72% to 10,470 shares (SEC filing).
- Fundamentals and outlook: Schwab beat Q results (EPS $1.39 vs $1.32) with revenue up 18.9%, set FY2026 guidance of $5.70–$5.80 EPS, raised its quarterly dividend to $0.32, and carries a "Moderate Buy" analyst consensus with a $115.95 target.
The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the sale, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. The trade was a 72.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
Charles Schwab Price Performance
Shares of NYSE:SCHW opened at $95.09 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The firm has a market cap of $166.61 billion, a price-to-earnings ratio of 20.40, a P/E/G ratio of 0.78 and a beta of 0.94. The firm has a fifty day moving average price of $100.36 and a 200 day moving average price of $96.49. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50.
Charles Schwab (NYSE:SCHW - Get Free Report) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping 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%.During the same period in the prior year, the company earned $1.01 EPS. The firm's revenue for the quarter 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. As a group, sell-side analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.
Charles Schwab Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a $0.32 dividend. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. 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%. Charles Schwab's dividend payout ratio (DPR) is presently 27.47%.
Institutional Investors Weigh In On Charles Schwab
Several institutional investors and hedge funds have recently added to or reduced their stakes in SCHW. Norges Bank acquired a new position in shares of Charles Schwab during the second quarter valued at approximately $1,889,858,000. Brown Advisory Inc. increased its position in shares of Charles Schwab by 88.4% during the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider's stock worth $1,109,687,000 after purchasing an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA grew its holdings in shares of Charles Schwab by 35.9% during the second quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider's stock worth $1,736,736,000 after buying an additional 5,032,728 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Charles Schwab by 28.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider's stock worth $1,293,978,000 after purchasing an additional 3,125,179 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in Charles Schwab by 1.9% during the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider's stock worth $13,793,853,000 after buying an additional 2,786,829 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company's stock.
Wall Street Analysts Forecast Growth
SCHW has been the topic of several recent analyst reports. Wolfe Research set a $120.00 price target on Charles Schwab in a report on Monday, January 12th. Piper Sandler boosted their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the company a "neutral" rating in a research report on Wednesday, January 14th. Barclays upped their target price on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an "overweight" rating in a research note on Monday, January 26th. TD Cowen lifted their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a "buy" rating in a research note on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $131.00 price objective on shares of Charles Schwab in a research note on Thursday, January 22nd. One investment 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 assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $115.95.
Get Our Latest Analysis on SCHW
Charles Schwab News Summary
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
- Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
- Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
- Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
- Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
- Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious
Charles Schwab Company Profile
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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.
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