Insider Selling: Charles Schwab (NYSE:SCHW) General Counsel Sells $792,766.10 in Stock

The Charles Schwab Corporation (NYSE:SCHW) General Counsel Peter Morgan III sold 7,595 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $101.92 on Friday. The company has a market capitalization of $181.11 billion, a P/E ratio of 21.87, a PEG ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The stock has a 50 day moving average price of $100.02 and a two-hundred day moving average price of $96.55.

Charles Schwab (NYSE:SCHW) last issued 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 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 analysts’ expectations of $6.19 billion. During the same quarter last year, the business earned $1.01 earnings per share. The business’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s payout ratio is currently 23.18%.

Institutional Investors Weigh In On Charles Schwab

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Integrated Investment Consultants LLC lifted its position in Charles Schwab by 3.7% during the fourth quarter. Integrated Investment Consultants LLC now owns 20,216 shares of the financial services provider’s stock valued at $2,020,000 after buying an additional 729 shares during the period. Pacific Heights Asset Management LLC lifted its position in Charles Schwab by 26.9% during the 4th quarter. Pacific Heights Asset Management LLC now owns 330,000 shares of the financial services provider’s stock valued at $32,970,000 after acquiring an additional 70,000 shares during the period. North Dakota State Investment Board bought a new stake in Charles Schwab during the fourth quarter worth about $5,848,000. Rossmore Private Capital grew its holdings in Charles Schwab by 68.5% in the fourth quarter. Rossmore Private Capital now owns 46,684 shares of the financial services provider’s stock worth $4,664,000 after purchasing an additional 18,984 shares during the period. Finally, Kinsale Capital Group Inc. increased its stake in shares of Charles Schwab by 3.5% during the fourth quarter. Kinsale Capital Group Inc. now owns 144,510 shares of the financial services provider’s stock valued at $14,438,000 after purchasing an additional 4,822 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on SCHW shares. Keefe, Bruyette & Woods boosted their price target on Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. UBS Group lifted their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group restated a “buy” rating and set a $114.00 target price on shares of Charles Schwab in a report on Friday, October 17th. JMP Securities reiterated a “market outperform” rating and issued a $110.00 price target on shares of Charles Schwab in a report on Friday, October 17th. Finally, Citizens Jmp boosted their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $115.65.

Charles Schwab News Summary

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

• Positive Sentiment: Quarterly results beat and raised guidance: Schwab reported an EPS and revenue beat and set FY2026 EPS guidance of $5.70–$5.80, supporting the company’s earnings outlook and fundamentals. MarketBeat SCHW Coverage
• Positive Sentiment: Dividend increased: Company declared a higher quarterly dividend ($0.32 vs. prior $0.27), improving income appeal and signaling confidence in cash flow. MarketBeat SCHW Coverage
• Positive Sentiment: Analyst sentiment remains constructive: Multiple firms have reiterated buy/market-outperform ratings and lifted targets in recent weeks, leaving a Consensus “Moderate Buy” and a mid‑teens upside to consensus targets. MarketBeat Analyst Coverage
• Neutral Sentiment: Management messaging on product positioning and Gen Z adoption: CEO comments and TV interviews highlight Schwab’s strategy to avoid “gambling”-style experiences and emphasize long‑term investor engagement — a strategic positive but longer‑term in impact. Yahoo Finance Video
• Neutral Sentiment: Coverage of prediction markets / industry commentary: CEO interviews on prediction markets and crypto are getting press; interesting for product positioning but unlikely to move near-term fundamentals materially. CNBC Interview
• Negative Sentiment: Large insider sales by the chairman: Walter W. Bettinger sold ~257,410 shares across Feb. 3–4 for roughly $26.8M, representing a sizable reduction in his holdings — a clear near‑term negative for investor sentiment. SEC Form 4
• Negative Sentiment: Other insider selling: General Counsel Peter Morgan III sold ~7,595 shares recently; additional insider disposals amplify market worry about timing of insider liquidity. SEC Form 4

About Charles Schwab

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.