Charles Schwab (NYSE:SCHW) Chairman Sells $16,879,801.80 in Stock

The Charles Schwab Corporation (NYSE:SCHW) Chairman Walter Bettinger sold 162,462 shares of Charles Schwab stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the transaction, the chairman directly owned 529,346 shares in the company, valued at $54,999,049.40. This represents a 23.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Charles Schwab Trading Up 3.1%

NYSE:SCHW opened at $105.15 on Friday. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $105.81. The firm has a 50-day moving average price of $100.26 and a two-hundred day moving average price of $96.62. The firm has a market cap of $186.85 billion, a price-to-earnings ratio of 22.56, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The company 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%.Charles Schwab’s revenue was up 18.9% on a year-over-year basis. During the same period last year, the business posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio is 23.18%.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Institutional Trading of Charles Schwab

A number of institutional investors have recently added to or reduced their stakes in SCHW. Princeton Global Asset Management LLC purchased a new stake in shares of Charles Schwab in the second quarter worth about $25,000. Dogwood Wealth Management LLC lifted its stake in Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new position in Charles Schwab in the 4th quarter valued at $26,000. RMG Wealth Management LLC purchased a new position in shares of Charles Schwab during the 2nd quarter valued at $27,000. Finally, West Branch Capital LLC bought a new position in shares of Charles Schwab in the third quarter worth $27,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on SCHW. Raymond James Financial restated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Keefe, Bruyette & Woods upped their price target on Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Piper Sandler increased their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Finally, UBS Group boosted their price objective on Charles Schwab from $123.00 to $125.00 and gave the company 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 given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $115.65.

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.