Nigel Murtagh Sells 41,297 Shares of Charles Schwab (NYSE:SCHW) Stock

April 16, 2026 by InsiderTrades.com

Key Points

Insider sale: Nigel Murtagh sold 41,297 Charles Schwab shares on April 14 under a pre‑arranged Rule 10b5‑1 plan for about $4.09 million, trimming his holding by 41.6% to 57,972 shares valued at roughly $5.74 million.
Earnings beat and guidance: Schwab reported Q results of $1.39 EPS (vs. $1.32 est.) and $6.34B revenue (up 18.9% year‑over‑year) and set FY2026 EPS guidance of $5.70–$5.80, while analysts expect about 4.22 EPS for the current fiscal year.
Dividend and analyst view: The firm raised its quarterly dividend to $0.32 (annualized $1.28, ~1.3% yield), and analysts hold a consensus "Moderate Buy" with a $114.50 target; Schwab has a market cap near $174.4 billion and a P/E around 21.5.

The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) insider Nigel Murtagh sold 41,297 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the sale, the insider owned 57,972 shares of the company's stock, valued at $5,739,228. The trade was a 41.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Trading Up 2.0%

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Shares of SCHW stock opened at $100.33 on Thursday. The Charles Schwab Corporation has a 52-week low of $73.76 and a 52-week high of $107.50. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The firm has a market capitalization of $174.38 billion, a PE ratio of 21.53, a PEG ratio of 0.81 and a beta of 0.90. The stock has a fifty day simple moving average of $95.27 and a two-hundred day simple moving average of $96.42.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its quarterly earnings results 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. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business 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 business posted $1.01 EPS. Charles Schwab'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. On average, analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

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The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, February 13th. This is a boost from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio (DPR) is currently 27.47%.

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of analyst reports. Raymond James Financial reiterated an "outperform" rating and issued a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. Jefferies Financial Group cut their price target on Charles Schwab from $122.00 to $118.00 and set a "buy" rating for the company in a research note on Monday, April 6th. 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 note on Monday, January 12th. UBS Group cut their price objective on Charles Schwab from $125.00 to $119.00 and set a "buy" rating for the company in a research report on Wednesday, April 8th. Finally, Piper Sandler raised their price objective on Charles Schwab from $100.00 to $105.00 and gave the company a "neutral" rating in a research report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of "Moderate Buy" and a consensus target price of $114.50.

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Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. KRS Capital Management LLC grew its position in shares of Charles Schwab by 11.2% during the first quarter. KRS Capital Management LLC now owns 6,155 shares of the financial services provider's stock valued at $578,000 after purchasing an additional 622 shares in the last quarter. Aspen Investment Management Inc grew its position in shares of Charles Schwab by 2.2% during the first quarter. Aspen Investment Management Inc now owns 25,277 shares of the financial services provider's stock valued at $2,376,000 after purchasing an additional 556 shares in the last quarter. Cornerstone Planning LLC purchased a new position in shares of Charles Schwab during the fourth quarter valued at about $302,000. Rockefeller Capital Management L.P. grew its position in shares of Charles Schwab by 16.2% during the fourth quarter. Rockefeller Capital Management L.P. now owns 364,328 shares of the financial services provider's stock valued at $36,400,000 after purchasing an additional 50,725 shares in the last quarter. Finally, World Investment Advisors grew its position in shares of Charles Schwab by 6.4% during the fourth quarter. World Investment Advisors now owns 184,953 shares of the financial services provider's stock valued at $18,479,000 after purchasing an additional 11,136 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company's stock.

Trending Headlines about Charles Schwab

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

Positive Sentiment: Schwab will open a new branch in Bee Cave, TX (former Schmidt Family Barbecue site), expanding its retail footprint in a growing suburban market — a move that can help deposit gathering and local client acquisition. Former Schmidt Family Barbecue site to become Charles Schwab in Bee Cave
Positive Sentiment: Schwab launched Schwab Teen Investor, letting ages 13–17 trade without parental approval — a product aimed at early relationship-building that could boost future retail activity and lifetime customer value. Teen Investors and Wall Street: What to Know
Neutral Sentiment: Schwab is scheduled to report Q1 earnings before the open — investors will focus on net interest margin, client asset flows, trading revenue, and management’s FY guidance (FY26 EPS range has been a key watch). Expectations and any guidance shifts should drive near-term stock moves. Charles Schwab (SCHW) Reports Earnings Tomorrow: What To Expect
Neutral Sentiment: Schwab is promoting National Investing Day and publishing retirement planning content (e.g., Roth conversion strategies). These marketing and advisory efforts support client engagement and fee-based advisory growth but are gradual, long-term positives rather than immediate catalysts. Charles Schwab Invites the Industry to Come Together for National Investing Day
Neutral Sentiment: Schwab’s retirement planning materials (Roth conversion guidance highlighted by partners like SmartAsset) increase product stickiness for affluent clients but are unlikely to move the stock alone. How to Maximize a Roth Conversion With Proven Strategies
Negative Sentiment: Elevated put-option buying on SCHW signals that some traders are positioning for a near-term pullback or hedging ahead of earnings — this can amplify downside volatility around the report. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW)
Negative Sentiment: Analysts and commentary note YTD weakness tied to AI-related fears and competitive pressures; investor concern about how technology shifts and competition affect margins and client flows could weigh on sentiment if management doesn’t reassure on strategy. Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?

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.