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

The Charles Schwab Corporation (NYSE:SCHW) insider Paul Woolway sold 7,942 shares of the company’s stock in a transaction 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 approximately $2,926,868. The trade was a 21.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Down 0.2%

Shares of NYSE:SCHW opened at $92.40 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The business has a fifty day moving average of $94.83 and a two-hundred day moving average of $96.36. The stock has a market cap of $160.60 billion, a P/E ratio of 18.33, a PEG ratio of 0.76 and a beta of 0.90. The Charles Schwab Corporation has a 52-week low of $73.76 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW) 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. The company had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The firm’s quarterly revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the business earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Q1 beat on EPS and strong trading/revenue momentum — Schwab reported $1.43 adjusted EPS and record quarterly revenue driven by elevated trading volumes and net new assets; that print supports underlying business strength. Charles Schwab (NYSE:SCHW) Posts Q1 CY2026 Sales In Line With Estimates
• Positive Sentiment: Launch of Schwab Crypto — the firm announced phased retail roll‑out of spot Bitcoin and Ether trading (competitive pricing vs. peers); this expands addressable trading revenue and could increase client engagement if adoption scales. Charles Schwab Announces Details of Spot Crypto Trading Launch
• Positive Sentiment: Analyst price‑target boosts and upgrades — major banks raised targets/ratings after the quarter, signaling renewed conviction that earnings leverage and product initiatives can drive upside. Charles Schwab Gets Dual Price Target Boosts From Deutsche Bank and JPMorgan
• Positive Sentiment: Tech initiatives — Schwab will roll out client‑facing AI agents in June, which could improve service efficiency and client retention 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 and reported ~$11.7T in client assets with record trading activity; positive for long‑term revenue but not an immediate fix for margin concerns. Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
• Neutral Sentiment: Earnings materials/transcript available — investors will parse management commentary for detail on cash‑sweep dynamics, margin outlook and crypto rollout cadence. SCHW Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY‑2026 EPS guidance below Street — Schwab set FY‑26 EPS at $5.70–$5.80, under the ~$5.93 consensus; guidance shortfall is the main driver of the intra‑day weakness as it reduces near‑term valuation support.
• Negative Sentiment: Net interest income (NII) and cash‑sorting risk — analysts flagged weaker‑than‑expected NII and sensitivity to clients moving sweep cash into higher‑yield alternatives, which can pressure future margins. Charles Schwab stock dips as Q1 revenue disappoints on weaker-than-expected net-interest-income
• Negative Sentiment: Options activity and insider selling add near‑term volatility — elevated put buying ahead of the print and recent Rule‑10b5‑1 insider sales have amplified downside pressure and uncertainty. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW) Nigel Murtagh Form 4

Analysts Set New Price Targets

Several analysts have issued reports on SCHW shares. Truist Financial dropped their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Wolfe Research set a $120.00 target price on Charles Schwab in a report on Monday, January 12th. Jefferies Financial Group dropped their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $127.00 target price on shares of Charles Schwab in a report on Friday. One investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Institutional Investors Weigh In On Charles Schwab

A number of hedge funds have recently bought and sold shares of the stock. Cidel Asset Management Inc. raised its position in Charles Schwab by 5.2% in the 1st quarter. Cidel Asset Management Inc. now owns 18,969 shares of the financial services provider’s stock valued at $1,783,000 after purchasing an additional 941 shares in the last quarter. Cache Advisors LLC acquired a new stake in Charles Schwab in the 1st quarter valued at about $251,000. HHM Wealth Advisors LLC raised its position in Charles Schwab by 6.3% in the 1st quarter. HHM Wealth Advisors LLC now owns 4,212 shares of the financial services provider’s stock valued at $396,000 after purchasing an additional 249 shares in the last quarter. Krilogy Financial LLC raised its position in Charles Schwab by 25.7% in the 1st quarter. Krilogy Financial LLC now owns 68,740 shares of the financial services provider’s stock valued at $6,367,000 after purchasing an additional 14,050 shares in the last quarter. Finally, Signal Advisors Wealth LLC acquired a new stake in Charles Schwab in the 1st quarter valued at about $2,532,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

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.