Jonathan Beatty Sells 2,000 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Jonathan Beatty sold 2,000 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the transaction, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Charles Schwab Stock Down 1.7%

SCHW stock opened at $102.24 on Friday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The firm has a market capitalization of $181.68 billion, a P/E ratio of 21.94, a P/E/G ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $105.81. The company’s 50 day simple moving average is $97.83 and its 200-day simple moving average is $95.90.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share 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 period in the previous year, the company posted $1.01 EPS. The company’s quarterly 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. As a group, equities research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Institutional Trading of Charles Schwab

A number of institutional investors and hedge funds have recently made changes to their positions in SCHW. Federated Hermes Inc. raised its holdings in Charles Schwab by 2,112.7% in the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after acquiring an additional 173,577 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its position in shares of Charles Schwab by 26.8% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock worth $17,387,000 after purchasing an additional 40,275 shares during the period. Figure 8 Investment Strategies LLC bought a new position in shares of Charles Schwab in the second quarter worth $924,000. PFG Investments LLC raised its stake in Charles Schwab by 10.2% in the second quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock valued at $543,000 after purchasing an additional 550 shares in the last quarter. Finally, W.H. Cornerstone Investments Inc. bought a new stake in Charles Schwab during the second quarter worth about $246,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

Analysts Set New Price Targets

A number of equities research analysts have commented on SCHW shares. UBS Group raised 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. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a report on Monday, January 12th. Truist Financial upped their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Morgan Stanley upped their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus price target of $115.60.

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.