Paul Woolway Sells 6,126 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Paul Woolway sold 6,126 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the transaction, the insider owned 29,866 shares in the company, valued at approximately $2,825,622.26. The trade was a 17.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Charles Schwab Trading Up 0.8%

Shares of SCHW stock opened at $96.04 on Thursday. 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 firm has a market cap of $168.28 billion, a P/E ratio of 20.61, a PEG ratio of 0.77 and a beta of 0.93. The company has a 50 day moving average of $100.01 and a 200-day moving average of $96.46. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the company earned $1.01 earnings per share. Charles Schwab’s revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a $0.32 dividend. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is 27.47%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Piper Sandler boosted their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Morgan Stanley boosted their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Truist Financial lifted their target price on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, TD Cowen increased their price target on shares of Charles Schwab from $135.00 to $138.00 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, fifteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab completed its $660M, all‑cash acquisition of Forge Global, adding a private‑markets platform that expands access to pre‑IPO and alternative investments for retail, RIA and UHNW clients — supports fee diversification and cross‑sell potential. Schwab Completes Forge Global Buyout
• Positive Sentiment: Analyst and fundamentals support: brokers have raised targets and highlighted stronger net interest income prospects and solid Q4 results, underpinning earnings power as deposit mix and rates evolve. SCHW Projects Strong Net Interest Income Growth
• Positive Sentiment: Management engagement: Schwab scheduled an Institutional Investor Day for May 14, which could give management a forum to detail integration plans (Forge), capital allocation and longer‑term guidance — potential near‑term catalyst if new detail is provided. Schwab Announces Its Institutional Investor Day
• Neutral Sentiment: Market commentary: Liz Ann Sonders (Schwab) says the “momentum trade is rotation now,” offering macro context but not an immediate company‑specific catalyst. Momentum trade is rotation now, says Liz Ann Sonders
• Neutral Sentiment: Local expansion and branch/office moves (South Florida, SF presence) signal continued footprint growth; strategic but not immediately earnings‑accretive. Charles Schwab’s local leader talks South Florida expansion
• Negative Sentiment: AI disruption fears and social‑media driven selloff have pressured the stock recently, with commentary about AI platforms threatening traditional wealth management amplifying volatility and prompting some traders to sell. Opinions on AI Disruption Fears
• Negative Sentiment: Insider selling continues to draw attention: a recent sale by Paul Woolway (and other disclosed insider sales) is raising short‑term caution among some investors despite management saying sales are routine. Charles Schwab Insider Sells 6,126 Shares

Institutional Trading of Charles Schwab

Several institutional investors and hedge funds have recently modified their holdings of the business. Federated Hermes Inc. increased its stake in shares of Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after buying an additional 173,577 shares during the period. First National Trust Co boosted its position in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after buying an additional 40,257 shares during the period. AE Wealth Management LLC grew its holdings in Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after acquiring an additional 56,609 shares during the last quarter. W.H. Cornerstone Investments Inc. purchased a new position in shares of Charles Schwab in the second quarter valued at about $246,000. Finally, Optimize Financial Inc purchased a new position in shares of Charles Schwab in the third quarter valued at about $467,000. Hedge funds and other institutional investors own 84.38% of the company’s 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.