Paul Woolway Sells 15,884 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Paul Woolway sold 15,884 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the sale, the insider owned 35,992 shares in the company, valued at approximately $3,423,559.04. This trade represents a 30.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $96.04 on Thursday. The company 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 business has a 50 day moving average of $100.01 and a two-hundred day moving average of $96.46. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last announced 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. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a dividend of $0.32 per share. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, February 13th. Charles Schwab’s payout ratio is currently 27.47%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on SCHW. Barclays boosted their target price on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. UBS Group boosted 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, January 22nd. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Wolfe Research set a $120.00 target price on Charles Schwab in a research note on Monday, January 12th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen 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 a consensus price target of $115.95.

Hedge Funds Weigh In On Charles Schwab

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Souders Financial Advisors grew its holdings in Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after acquiring an additional 98 shares during the period. Lantz Financial LLC boosted its position in shares of Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC grew its stake in shares of Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares during the last quarter. Essex Financial Services Inc. raised its holdings in shares of Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares in the last quarter. Finally, ZWJ Investment Counsel Inc. lifted its stake in Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after purchasing an additional 106 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Charles Schwab News Summary

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

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.