Paul Woolway Sells 7,942 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) insider Paul Woolway sold 7,942 shares of the company's stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total value of $778,316.00. Following the completion of the sale, the insider owned 29,866 shares of the company's stock, valued at $2,926,868. This trade represents a 21.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Performance

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Shares of Charles Schwab stock opened at $92.65 on Friday. The business's 50 day moving average price is $95.08 and its 200 day moving average price is $96.39. The company has a market cap of $161.03 billion, a price-to-earnings ratio of 19.88, a PEG ratio of 0.82 and a beta of 0.90. 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 Charles Schwab Corporation has a one year low of $73.76 and a one year high of $107.50.

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Charles Schwab (NYSE:SCHW - Get Free Report) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company had revenue of $6.48 billion during the quarter, compared to analysts' expectations of $6.39 billion. During the same period in the prior year, the business earned $1.04 EPS. The firm's quarterly revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

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The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab's payout ratio is currently 27.47%.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Souders Financial Advisors boosted its position in shares of Charles Schwab by 2.3% during the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider's stock worth $434,000 after purchasing an additional 98 shares during the period. Lantz Financial LLC raised its position 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 purchasing an additional 99 shares during the period. Roberts Wealth Advisors LLC raised its position 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 purchasing an additional 105 shares during the period. Essex Financial Services Inc. lifted its stake in Charles Schwab by 0.8% during the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider's stock worth $1,282,000 after purchasing an additional 105 shares in the last quarter. Finally, ZWJ Investment Counsel Inc. lifted its stake in Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider's stock worth $228,000 after purchasing an additional 106 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company's stock.

Analyst Upgrades and Downgrades

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Several equities analysts have weighed in on the stock. Weiss Ratings upgraded shares of Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, March 23rd. Citizens Jmp raised their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a "market outperform" rating in a report on Monday, January 12th. Piper Sandler lifted their price target 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. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Finally, Barclays lowered their price objective on Charles Schwab from $126.00 to $117.00 and set an "overweight" rating for the company in a research report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $114.50.

Get Our Latest Stock Analysis on Charles Schwab

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Q1 beat on EPS and revenue met/record levels — Schwab reported $1.43 non‑GAAP EPS and record revenue driven by higher trading activity, which underscores strong client engagement. Charles Schwab (NYSE:SCHW) Posts Q1 CY2026 Sales In Line With Estimates
• Positive Sentiment: Strategic product launches — Schwab announced Schwab Crypto (direct spot Bitcoin and Ether trading) and plans to integrate crypto into its platforms, which could expand trading revenue and client stickiness. Charles Schwab Announces Details of Spot Crypto Trading Launch
• Positive Sentiment: AI rollout to improve client experience — Schwab will roll out client‑facing AI agents in June, a tech initiative that could boost engagement and reduce service costs over time. Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June
• Neutral Sentiment: Record client growth and engagement — Schwab added ~1.3M accounts, reported ~$11.7T in client assets and strong trading volumes; important for long‑term revenue but not an immediate fix for NII concerns. Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
• Neutral Sentiment: Earnings call details available — the transcript provides management commentary on margins, cash‑sweep dynamics and strategy that investors will parse for forward signals. The Charles Schwab Corporation (SCHW) Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY‑2026 EPS guidance cut vs. consensus — Schwab set guidance to $5.70–$5.80, below the Street’s ~$5.93 estimate; a primary driver of the selloff as it reduces near‑term earnings visibility and valuation support.
• Negative Sentiment: Net interest income and “cash‑sorting” sensitivity — several reports flagged weaker‑than‑expected NII and investor concern that client cash migration into higher‑yield alternatives could pressure future margins. Charles Schwab stock dips as Q1 revenue disappoints on weaker-than-expected net-interest-income
• Negative Sentiment: Options and insider signals increase volatility risk — elevated put buying ahead of earnings and recent insider selling (pre‑arranged plans) have added to downside pressure and short‑term uncertainty. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW) Nigel Murtagh Form 4

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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