Dennis Howard Sells 2,198 Shares of Charles Schwab (NYSE:SCHW) Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Dennis Howard sold 2,198 shares of the company’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $110.00, for a total transaction of $241,780.00. Following the completion of the transaction, the insider owned 6,980 shares of the company’s stock, valued at approximately $767,800. This trade represents a 23.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Dennis Howard also recently made the following trade(s):

• On Tuesday, July 28th, Dennis Howard sold 28,000 shares of Charles Schwab stock. The shares were sold at an average price of $105.01, for a total value of $2,940,280.00.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $111.63 on Wednesday. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $112.20. The firm has a market capitalization of $193.05 billion, a price-to-earnings ratio of 20.30, a price-to-earnings-growth ratio of 0.85 and a beta of 0.76. The business has a 50 day simple moving average of $100.32 and a 200 day simple moving average of $95.95. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating the consensus estimate of $1.56 by $0.06. The firm had revenue of $7.07 billion for the quarter, compared to analysts’ expectations of $6.90 billion. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%.The firm’s revenue was up 20.9% compared to the same quarter last year. During the same period last year, the firm earned $1.14 EPS. On average, equities research analysts anticipate that The Charles Schwab Corporation will post 6.46 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio (DPR) is 23.27%.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab reported July client assets of $13.04 trillion, up 19% year over year. Higher net new assets and trading activity could support revenue growth and reinforce the company’s operating momentum. SCHW’s July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?
• Positive Sentiment: The company is seeking a director to build its long-short separately managed account platform. Expanding into tax-aware strategies could attract wealthy clients seeking diversification without immediately realizing large capital gains, potentially creating new fee revenue. Schwab on the Hunt for Long-Short Strategies Director
• Neutral Sentiment: Schwab strategists Kevin Gordon and Liz Ann Sonders discussed the relatively modest move in bond yields and the effects of higher yields on markets. The commentary provides market context but does not indicate a material change to Schwab’s outlook. The move in bond yields has been modest, says Schwab’s Kevin Gordon Charles Schwab’s Liz Ann Sonders discusses how higher yields are impacting markets
• Neutral Sentiment: A report says tax-related investing strategies are creating concern for Schwab and Fidelity, while Schwab’s planned long-short SMA expansion reflects the industry’s response to demand for tax-efficient portfolio management. The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity
• Negative Sentiment: Two insiders sold shares: Jonathan S. Beatty sold 1,000 shares for about $111,330, while Dennis Howard sold 2,198 shares for approximately $241,780 under a pre-arranged Rule 10b5-1 plan. The sales are relatively small but may add modest caution with SCHW near a record high. Jonathan Beatty SEC filing Insider Selling: Charles Schwab Insider Sells 2,198 Shares
• Negative Sentiment: Schwab’s launch of cash-settled single-stock futures could expand trading revenue, but uncertain adoption, liquidity concerns and the potential for outsized customer losses make the product a riskier growth initiative. Schwab’s Single Stock Futures: A Game Changer or Risky Bet?

Analyst Ratings Changes

A number of brokerages recently issued reports on SCHW. Argus increased their target price on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. UBS Group set a $135.00 price target on shares of Charles Schwab in a research note on Monday, August 3rd. Morgan Stanley increased their price objective on shares of Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a report on Monday, July 27th. Raymond James Financial reiterated an “outperform” rating and set a $145.00 price objective on shares of Charles Schwab in a research note on Wednesday, July 22nd. Finally, Piper Sandler set a $118.00 target price on Charles Schwab in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average price target of $121.17.

Hedge Funds Weigh In On Charles Schwab

Large investors have recently made changes to their positions in the business. Geode Capital Management LLC raised its holdings in Charles Schwab by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after buying an additional 98,242 shares during the period. Juno Financial Group LLC acquired a new position in shares of Charles Schwab in the fourth quarter worth about $2,591,000. Swiss Life Asset Management Ltd increased its position in shares of Charles Schwab by 4.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock worth $40,681,000 after acquiring an additional 16,482 shares in the last quarter. Busey Bank raised its holdings in shares of Charles Schwab by 15.5% during the fourth quarter. Busey Bank now owns 258,962 shares of the financial services provider’s stock valued at $25,873,000 after acquiring an additional 34,745 shares during the period. Finally, Directional Asset Management acquired a new stake in shares of Charles Schwab during the fourth quarter valued at approximately $1,409,000. Institutional investors own 84.38% of the company’s stock.

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.