The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) insider Jonathan Beatty sold 1,000 shares of Charles Schwab stock in a transaction on Monday, August 17th. The stock was sold at an average price of $111.33, for a total transaction of $111,330.00. Following the completion of the transaction, the insider directly owned 10,738 shares in the company, valued at $1,195,461.54. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.
Charles Schwab Stock Performance
Shares of SCHW opened at $111.63 on Wednesday. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $112.20. The stock has a fifty day moving average price of $100.32 and a 200-day moving average price of $95.95. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52. The firm has a market cap of $193.05 billion, a PE ratio of 20.30, a P/E/G ratio of 0.85 and a beta of 0.76.
Charles Schwab (NYSE:SCHW - Get Free Report) last announced its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.56 by $0.06. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%.The firm had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. During the same period in the previous year, the business earned $1.14 EPS. The firm's revenue for the quarter was up 20.9% on a year-over-year basis. Equities research analysts predict that The Charles Schwab Corporation will post 6.46 earnings per share for the current fiscal year.
Charles Schwab Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab's dividend payout ratio (DPR) is currently 23.27%.
Key Stories Impacting Charles Schwab
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Schwab reported July client assets of $13.04 trillion, up 19% year over year. Higher net new assets and trading activity could support revenue growth and reinforce the company’s operating momentum. SCHW's July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?
- Positive Sentiment: The company is seeking a director to build its long-short separately managed account platform. Expanding into tax-aware strategies could attract wealthy clients seeking diversification without immediately realizing large capital gains, potentially creating new fee revenue. Schwab on the Hunt for Long-Short Strategies Director
- Neutral Sentiment: Schwab strategists Kevin Gordon and Liz Ann Sonders discussed the relatively modest move in bond yields and the effects of higher yields on markets. The commentary provides market context but does not indicate a material change to Schwab’s outlook. The move in bond yields has been modest, says Schwab’s Kevin Gordon Charles Schwab's Liz Ann Sonders discusses how higher yields are impacting markets
- Neutral Sentiment: A report says tax-related investing strategies are creating concern for Schwab and Fidelity, while Schwab’s planned long-short SMA expansion reflects the industry’s response to demand for tax-efficient portfolio management. The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity
- Negative Sentiment: Two insiders sold shares: Jonathan S. Beatty sold 1,000 shares for about $111,330, while Dennis Howard sold 2,198 shares for approximately $241,780 under a pre-arranged Rule 10b5-1 plan. The sales are relatively small but may add modest caution with SCHW near a record high. Jonathan Beatty SEC filing Insider Selling: Charles Schwab Insider Sells 2,198 Shares
- Negative Sentiment: Schwab’s launch of cash-settled single-stock futures could expand trading revenue, but uncertain adoption, liquidity concerns and the potential for outsized customer losses make the product a riskier growth initiative. Schwab's Single Stock Futures: A Game Changer or Risky Bet?
Wall Street Analyst Weigh In
Several research firms have recently issued reports on SCHW. Compass Point began coverage on shares of Charles Schwab in a report on Monday, August 3rd. They set a "buy" rating and a $135.00 price objective on the stock. Zacks Research raised shares of Charles Schwab from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 9th. Weiss Ratings restated a "buy (b-)" rating on shares of Charles Schwab in a research note on Thursday, June 18th. Morgan Stanley raised their price target on shares of Charles Schwab from $133.00 to $136.00 and gave the stock an "overweight" rating in a report on Monday, July 27th. Finally, Piper Sandler set a $118.00 target price on Charles Schwab in a research note on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $121.17.
Read Our Latest Report on Charles Schwab
Institutional Trading of Charles Schwab
Several large investors have recently made changes to their positions in SCHW. Geode Capital Management LLC raised its holdings in Charles Schwab by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider's stock valued at $3,747,646,000 after buying an additional 98,242 shares during the period. Juno Financial Group LLC acquired a new stake in shares of Charles Schwab in the fourth quarter valued at $2,591,000. Swiss Life Asset Management Ltd lifted its stake in Charles Schwab by 4.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider's stock worth $40,681,000 after acquiring an additional 16,482 shares during the last quarter. Busey Bank increased its position in shares of Charles Schwab by 15.5% in the 4th quarter. Busey Bank now owns 258,962 shares of the financial services provider's stock valued at $25,873,000 after purchasing an additional 34,745 shares during the last quarter. Finally, Directional Asset Management purchased a new stake in shares of Charles Schwab during the 4th quarter worth $1,409,000. 84.38% of the stock is owned by hedge funds and other institutional investors.
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.
Read More
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
