Charles Schwab (NYSE:SCHW) Insider Nigel Murtagh Sells 41,297 Shares of Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Nigel Murtagh sold 41,297 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Performance

SCHW stock opened at $100.33 on Thursday. The stock has a market capitalization of $174.38 billion, a PE ratio of 21.53, a price-to-earnings-growth ratio of 0.81 and a beta of 0.90. The Charles Schwab Corporation has a 12-month low of $73.76 and a 12-month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock’s 50 day simple moving average is $95.27 and its 200 day simple moving average is $96.42.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, 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 firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a $0.32 dividend. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s payout ratio is currently 27.47%.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors have recently bought and sold shares of the stock. KRS Capital Management LLC raised its holdings in Charles Schwab by 11.2% in the 1st quarter. KRS Capital Management LLC now owns 6,155 shares of the financial services provider’s stock worth $578,000 after purchasing an additional 622 shares during the period. Aspen Investment Management Inc raised its holdings in Charles Schwab by 2.2% in the 1st quarter. Aspen Investment Management Inc now owns 25,277 shares of the financial services provider’s stock worth $2,376,000 after purchasing an additional 556 shares during the period. Cornerstone Planning LLC bought a new position in Charles Schwab in the 4th quarter worth $302,000. Rockefeller Capital Management L.P. raised its holdings in Charles Schwab by 16.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 364,328 shares of the financial services provider’s stock worth $36,400,000 after purchasing an additional 50,725 shares during the period. Finally, World Investment Advisors raised its holdings in Charles Schwab by 6.4% in the 4th quarter. World Investment Advisors now owns 184,953 shares of the financial services provider’s stock worth $18,479,000 after purchasing an additional 11,136 shares during the period. 84.38% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Wolfe Research set a $120.00 price target on Charles Schwab in a report on Monday, January 12th. Truist Financial lowered their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Piper Sandler increased their price target on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Jefferies Financial Group lowered their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, UBS Group lowered their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average target price of $114.50.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab will open a new branch in Bee Cave, TX (former Schmidt Family Barbecue site), expanding its retail footprint in a growing suburban market — a move that can help deposit gathering and local client acquisition. Former Schmidt Family Barbecue site to become Charles Schwab in Bee Cave
• Positive Sentiment: Schwab launched Schwab Teen Investor, letting ages 13–17 trade without parental approval — a product aimed at early relationship-building that could boost future retail activity and lifetime customer value. Teen Investors and Wall Street: What to Know
• Neutral Sentiment: Schwab is scheduled to report Q1 earnings before the open — investors will focus on net interest margin, client asset flows, trading revenue, and management’s FY guidance (FY26 EPS range has been a key watch). Expectations and any guidance shifts should drive near-term stock moves. Charles Schwab (SCHW) Reports Earnings Tomorrow: What To Expect
• Neutral Sentiment: Schwab is promoting National Investing Day and publishing retirement planning content (e.g., Roth conversion strategies). These marketing and advisory efforts support client engagement and fee-based advisory growth but are gradual, long-term positives rather than immediate catalysts. Charles Schwab Invites the Industry to Come Together for National Investing Day
• Neutral Sentiment: Schwab’s retirement planning materials (Roth conversion guidance highlighted by partners like SmartAsset) increase product stickiness for affluent clients but are unlikely to move the stock alone. How to Maximize a Roth Conversion With Proven Strategies
• Negative Sentiment: Elevated put-option buying on SCHW signals that some traders are positioning for a near-term pullback or hedging ahead of earnings — this can amplify downside volatility around the report. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW)
• Negative Sentiment: Analysts and commentary note YTD weakness tied to AI-related fears and competitive pressures; investor concern about how technology shifts and competition affect margins and client flows could weigh on sentiment if management doesn’t reassure on strategy. Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?

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.