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 business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $104.21, for a total value of $208,420.00. Following the sale, the insider owned 11,738 shares of the company’s stock, valued at approximately $1,223,216.98. This represents a 14.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $104.63 on Thursday. The firm has a market cap of $181.97 billion, a P/E ratio of 19.02, a price-to-earnings-growth ratio of 0.81 and a beta of 0.77. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50. The business’s 50 day moving average is $94.75 and its 200-day moving average is $95.39.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.56 by $0.06. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The business had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. During the same period in the previous year, the company posted $1.14 EPS. The firm’s quarterly revenue was up 20.9% on a year-over-year basis. Equities research analysts predict that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be paid a $0.32 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. Charles Schwab’s dividend payout ratio is 23.27%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Souders Financial Advisors lifted its holdings in shares of Charles Schwab by 2.3% in 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 last quarter. Lantz Financial LLC increased its position in Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares in the last quarter. Essex Financial Services Inc. lifted its stake in 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 valued at $1,282,000 after purchasing an additional 105 shares during the last quarter. FSM Wealth Advisors LLC lifted its stake in Charles Schwab by 4.1% in the 4th quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock valued at $269,000 after purchasing an additional 107 shares during the last quarter. Finally, Sheets Smith Wealth Management boosted its position in Charles Schwab by 0.7% in the first quarter. Sheets Smith Wealth Management now owns 14,521 shares of the financial services provider’s stock valued at $1,365,000 after buying an additional 108 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Large share repurchase planned: Schwab reportedly intends to buy back $20 billion of stock. The program could reduce shares outstanding, support future earnings per share and signal confidence in the company’s cash generation and valuation. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analysts raised earnings estimates: Erste Group increased its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. The revisions reinforce the earnings outlook following Schwab’s latest quarterly beat, when revenue rose 20.9% year over year and EPS exceeded consensus. Charles Schwab analyst earnings estimates
• Positive Sentiment: Investment in market infrastructure: Schwab led a Series B funding round for Provable Markets, which is developing securities-finance technology covering pre-trade, execution and post-trade processes. The investment could provide strategic exposure to modernized trading infrastructure, although its direct financial impact is unclear. Provable Markets Series B funding
• Positive Sentiment: Solid fundamentals and shareholder returns: Recent quarterly results beat expectations, while Schwab also declared a quarterly dividend of $0.32 per share. Analysts maintain a broadly favorable “Moderate Buy” consensus with an average price target of $119.94. Charles Schwab earnings, dividend and analyst ratings
• Neutral Sentiment: Robo-adviser exit: Schwab is reportedly ditching its robo-adviser platform. The move may reduce costs and allow greater focus on core brokerage and wealth-management operations, but it could also mean giving up a channel for attracting younger and digitally oriented investors. Why Charles Schwab is ditching its robo-adviser platform
• Neutral Sentiment: CNBC identified Schwab as one of the financial firms connected to investment accounts disclosed by President Donald Trump. The association raises Schwab’s visibility but does not indicate a material change to its operating outlook. Financial firms connected to Trump investment accounts
• Negative Sentiment: Insider selling adds a modest caution signal: Several executives sold shares, including General Counsel Peter Morgan III and executives Jonathan Beatty and Nigel Murtagh. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their value as evidence of bearish convictions, but they may still weigh on sentiment.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of recent research reports. Wolfe Research reissued an “outperform” rating and issued a $127.00 price objective on shares of Charles Schwab in a report on Tuesday, July 21st. Truist Financial reduced their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. JPMorgan Chase & Co. raised their price objective on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. UBS Group lifted their price objective on Charles Schwab from $122.00 to $128.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $119.94.

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.