Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $9,898,329.00 in Stock

The Charles Schwab Corporation (NYSE:SCHW) Chairman Walter Bettinger sold 94,948 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $104.25, for a total transaction of $9,898,329.00. Following the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This represents a 15.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

Charles Schwab Stock Up 3.1%

SCHW stock opened at $105.15 on Friday. The business has a 50 day moving average of $100.26 and a 200 day moving average of $96.62. The firm has a market cap of $186.85 billion, a PE ratio of 22.56, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $105.81. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the firm earned $1.01 EPS. Charles Schwab’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. On average, research analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

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

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Barclays increased their price objective on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. JMP Securities reaffirmed a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a report on Friday, October 17th. The Goldman Sachs Group reissued a “buy” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Friday, October 17th. Bank of America increased their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research report on Wednesday, December 10th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $115.65.

Hedge Funds Weigh In On Charles Schwab

Institutional investors and hedge funds have recently bought and sold shares of the stock. Brighton Jones LLC raised its position in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares during the period. Sivia Capital Partners LLC raised its holdings in Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares during the period. Belpointe Asset Management LLC lifted its position in shares of Charles Schwab by 7.4% in the second quarter. Belpointe Asset Management LLC now owns 6,142 shares of the financial services provider’s stock valued at $560,000 after acquiring an additional 421 shares in the last quarter. RMG Wealth Management LLC bought a new position in shares of Charles Schwab in the second quarter worth about $27,000. Finally, Kingswood Wealth Advisors LLC grew its position in shares of Charles Schwab by 65.3% during the second quarter. Kingswood Wealth Advisors LLC now owns 8,956 shares of the financial services provider’s stock worth $817,000 after purchasing an additional 3,539 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab News Roundup

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.

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.