Insider Selling: Charles Schwab (NYSE:SCHW) Director Sells 11,825 Shares of Stock

The Charles Schwab Corporation (NYSE:SCHW) Director Christopher Dodds sold 11,825 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Charles Schwab Price Performance

Shares of SCHW stock traded down $7.97 during trading on Tuesday, hitting $99.24. The company had a trading volume of 40,407,063 shares, compared to its average volume of 9,625,148. The stock’s 50-day moving average price is $100.55 and its 200 day moving average price is $96.71. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. 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 firm has a market capitalization of $176.34 billion, a P/E ratio of 21.30, a price-to-earnings-growth ratio of 0.87 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The firm had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The company’s revenue was up 18.9% compared to the same quarter last year. During the same period in the prior year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a $0.32 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 23.18%.

Hedge Funds Weigh In On Charles Schwab

Several large investors have recently modified their holdings of SCHW. Norges Bank bought a new position in Charles Schwab during the 2nd quarter worth $1,889,858,000. Brown Advisory Inc. increased its stake in shares of Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after buying an additional 5,708,208 shares during the period. Primecap Management Co. CA raised its position in shares of Charles Schwab by 35.9% during the second quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after acquiring an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in shares of Charles Schwab by 28.3% in the second quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after acquiring an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in Charles Schwab by 1.9% in the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after acquiring an additional 2,786,829 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on SCHW shares. TD Cowen lifted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Citizens Jmp lifted their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Bank of America boosted their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $114.00 price objective on shares of Charles Schwab in a research note on Friday, October 17th. Finally, UBS Group boosted their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $115.65.

More Charles Schwab News

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

• Positive Sentiment: Recent fundamentals remain supportive: Schwab reported an earnings beat, revenue growth, and set FY‑2026 EPS guidance that indicates continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: Shares had reached fresh highs and received momentum/growth coverage this week, attracting buyer interest before the sell‑off. That prior strength could support rebounds if AI concerns ease. Zacks: Hits Fresh High
• Neutral Sentiment: Analyst coverage is generally constructive (consensus “moderate buy”); that underpins medium‑term upside but doesn’t prevent near‑term volatility. American Banking News: Consensus Rating
• Neutral Sentiment: Industry peers and retail flows have been supportive recently (retail buying on dips), so Schwab’s business mix still benefits from client inflows and scale. MSN: Retail Investors Buying the Dip
• Negative Sentiment: Primary driver of today’s sell‑off: reports that a new AI product from financial‑software firms is seen as a potential threat to wealth‑management margins, sparking a sectorwide re‑rating and heavy selling in brokerage names. FT: US brokerage shares slide over new AI tool
• Negative Sentiment: Market headlines tied the Schwab decline to AI‑related disruption fears and noted late‑session selling across Robinhood, Astera and Schwab, amplifying panic selling and volume. MSN: AI fears slam Schwab
• Negative Sentiment: Multiple outlets explain today’s pressure as direct investor reaction to competitive AI offerings (Altruist and others), heightening fears of fee compression or client migration in wealth management. Yahoo Finance: Why SCHW Shares Are Sliding

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.