Key Points
- Insider sale: Nigel Murtagh sold 7,203 Charles Schwab shares on March 3 at an average price of $94.61 for about $681,476, trimming his stake by 11.05% to 57,972 shares per an SEC Form 4 filing.
- Strong quarterly results and dividend increase: Schwab reported $1.39 EPS (vs. $1.32 est.) and $6.34B revenue (+18.9% YoY), set FY2026 guidance of $5.70–$5.80 EPS, and raised its quarterly dividend to $0.32 (annualized $1.28, ~1.4% yield).
- Strategic growth drivers: Schwab completed the ≈$660M acquisition of Forge Global to enter private-markets trading and reported total client assets of $12.2T (≈+18% YoY) with strong net new asset flows, supporting potential new revenue streams.
The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) insider Nigel Murtagh sold 7,203 shares of Charles Schwab stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $681,475.83. Following the completion of the transaction, the insider owned 57,972 shares in the company, valued at approximately $5,484,730.92. The trade was a 11.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Charles Schwab Trading Down 1.4%
Shares of Charles Schwab stock traded down $1.29 during trading on Friday, reaching $94.12. 1,907,090 shares of the stock were exchanged, compared to its average volume of 11,306,559. The stock's fifty day moving average is $99.88 and its 200 day moving average is $96.45. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The firm has a market cap of $164.92 billion, a price-to-earnings ratio of 20.20, 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 - Get Free Report) last announced its earnings results 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 analyst estimates of $6.19 billion. During the same quarter in the prior year, the company earned $1.01 EPS. The business'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. As a group, equities research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.
Charles Schwab Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio (DPR) is 27.47%.
Hedge Funds Weigh In On Charles Schwab
Several institutional investors and hedge funds have recently bought and sold shares of the company. Federated Hermes Inc. grew its position in shares of Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider's stock valued at $16,587,000 after purchasing an additional 173,577 shares during the period. First National Trust Co boosted its position in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider's stock worth $8,518,000 after purchasing an additional 40,257 shares during the period. AE Wealth Management LLC lifted its position in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider's stock worth $9,531,000 after acquiring an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. purchased a new position in shares of Charles Schwab in the second quarter valued at $246,000. Finally, Optimize Financial Inc purchased a new position in Charles Schwab in the 3rd quarter valued at about $467,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.
Charles Schwab News Summary
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Schwab completed its acquisition of Forge Global (≈$660M all-cash), bringing a private-markets trading platform into Schwab’s ecosystem and positioning the firm to offer retail, RIA and advisor clients access to pre-IPO and private-company shares — a potential new revenue stream and differentiation versus peers. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
- Positive Sentiment: Monthly metrics remain strong: total client assets reached $12.2T (Jan 2026), up ~18% YoY; core net new assets were $27.8B and new brokerage accounts rose ~10% — indicators of continued customer acquisition and asset-driven fee revenue tailwinds. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
- Positive Sentiment: Schwab scheduled an Institutional Investor Day for May 14, a forum where management can provide deeper visibility into strategy (including Forge integration), near-term targets and capital allocation plans — often supportive for medium-term sentiment. Schwab Announces Its Institutional Investor Day
- Neutral Sentiment: Analysts maintain a consensus “Moderate Buy” on SCHW, signaling general analyst confidence but not an overwhelming upgrade cycle that would lift shares sharply. The Charles Schwab Corporation Receives Consensus Rating of "Moderate Buy"
- Neutral Sentiment: Market commentary from Schwab economists about a rotation in momentum vs. value may be contributing to sector flows that affect brokerage names unevenly; this is a macro/market-structure factor rather than company-specific news. Momentum trade is rotation now, says Charles Schwab's Liz Ann Sonders
- Neutral Sentiment: A MarketBeat piece on Robinhood noted valuation gaps between fintech peers (it cites Schwab’s lower P/E), underscoring relative-valuation narratives that can rotate investor interest among brokerages. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup?
- Negative Sentiment: Two recent insider sales were filed: Dennis Howard sold 10,108 shares and Nigel J. Murtagh sold 7,203 shares in early March — sizable disposals that can be interpreted by some investors as a near-term negative signal even if motivated by personal liquidity needs. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4
Wall Street Analyst Weigh In
Several research firms have recently weighed in on SCHW. Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the company an "overweight" rating in a research report on Monday, December 22nd. Citizens Jmp increased their price target on Charles Schwab from $110.00 to $120.00 and gave the stock a "market outperform" rating in a research report on Monday, January 12th. Raymond James Financial restated an "outperform" rating and set a $114.00 target price on shares of Charles Schwab in a report on Monday, January 5th. Truist Financial lifted their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a "buy" rating in a research report on Thursday, January 22nd. Finally, Wolfe Research set a $120.00 target price on Charles Schwab 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 assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Charles Schwab presently has an average rating of "Moderate Buy" and an average target price of $115.95.
Check Out Our Latest Report on Charles Schwab
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.
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