Charles Schwab (NYSE:SCHW) Chairman Walter Bettinger Sells 94,948 Shares of Stock

The Charles Schwab Corporation (NYSE:SCHW) Chairman Walter Bettinger sold 94,948 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $104.25, for a total value of $9,898,329.00. Following the sale, the chairman owned 529,346 shares of the company’s stock, valued at $55,184,320.50. The trade was a 15.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Charles Schwab Trading Down 1.9%

Shares of SCHW opened at $101.92 on Friday. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $105.81. The stock has a market cap of $181.11 billion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 0.84 and a beta of 0.94. The firm’s fifty day moving average is $100.02 and its two-hundred day moving average is $96.55. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the firm posted $1.01 earnings per share. The company’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts forecast 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 declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Bull case write‑ups highlight valuation and growth upside (appeals to investors looking for multiple expansion and continued client/account growth). The Charles Schwab Corporation (SCHW): A Bull Case Theory The Charles Schwab Corporation (SCHW): A bull case theory
• Positive Sentiment: CEO Rick Wurster says Schwab is “winning” with younger investors by avoiding a gamified trading model, a message that supports organic account growth and long‑term fee income expansion. Schwab CEO says firm is ‘winning’ with Gen Z
• Neutral Sentiment: CEO discussed prediction markets and crypto in multiple interviews — signals Schwab is engaging new product/education areas but no immediate earnings impact; useful for positioning and PR rather than near‑term revenue. Charles Schwab CEO: How prediction markets can help (& hurt) investors CNBC full interview with Rick Wurster
• Neutral Sentiment: Dynasty Financial Partners received new backing from Fortress — industry consolidation/funding helps the RIA channel but the item is peripheral to Schwab’s core brokerage economics. Dynasty Financial Partners gets Fortress backing
• Neutral Sentiment: Minor insider sale: Peter Morgan III sold 7,595 shares — small in scale and unlikely to move the stock materially on its own. Peter Morgan III sells shares
• Negative Sentiment: Large insider selling by Chairman Walter Bettinger: he sold two sizable blocks on Feb. 3–4 (about 257k shares combined, ~>$26M at ~\$104/share) per SEC filings — creates near‑term supply and can be read as profit‑taking or portfolio diversification by insiders, which may pressure sentiment. SEC Form 4: Walter W. Bettinger

Wall Street Analyst Weigh In

Several analysts have issued reports on SCHW shares. The Goldman Sachs Group restated a “buy” rating and issued a $114.00 target price on shares of Charles Schwab in a report on Friday, October 17th. Citizens Jmp upped their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Piper Sandler raised their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, UBS Group raised their price target on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and an average target price of $115.65.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the company. GSA Capital Partners LLP raised its holdings in shares of Charles Schwab by 260.0% in the 4th quarter. GSA Capital Partners LLP now owns 11,672 shares of the financial services provider’s stock valued at $1,166,000 after buying an additional 8,430 shares during the period. Tredje AP fonden purchased a new stake in Charles Schwab during the fourth quarter worth about $18,323,000. Larson Financial Group LLC lifted its position in shares of Charles Schwab by 11.4% during the fourth quarter. Larson Financial Group LLC now owns 13,647 shares of the financial services provider’s stock worth $1,364,000 after purchasing an additional 1,399 shares in the last quarter. Handelsbanken Fonder AB boosted its stake in shares of Charles Schwab by 5.2% in the fourth quarter. Handelsbanken Fonder AB now owns 646,667 shares of the financial services provider’s stock valued at $64,608,000 after purchasing an additional 31,698 shares during the period. Finally, Csenge Advisory Group boosted its stake in shares of Charles Schwab by 8.9% in the fourth quarter. Csenge Advisory Group now owns 21,394 shares of the financial services provider’s stock valued at $2,137,000 after purchasing an additional 1,755 shares during the period. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab Company Profile

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.