Insider Selling: Charles Schwab (NYSE:SCHW) Insider Sells 7,941 Shares of Stock

Key Points

• Insider sale: Director Paul Woolway sold 7,941 shares at an average of $100 on April 15 (proceeds $794,100), reducing his holding by 21% to 29,866 shares in a transaction executed under a Rule 10b5-1 plan.
• Earnings and guidance: Schwab reported Q1 EPS of $1.43 and revenue of $6.48B (both beat), but set FY‑2026 guidance at $5.70–$5.80, below Street estimates, prompting the stock to fall about 7.6% to $92.65 on heavy volume.
• Strategic and shareholder moves: the firm announced Schwab Crypto (spot Bitcoin/Ether trading) and a client‑facing AI rollout, and raised the quarterly dividend from $0.27 to $0.32 (annualized $1.28, ~1.4% yield).

The Charles Schwab Corporation (NYSE:SCHW - Get Free Report) insider Paul Woolway sold 7,941 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the transaction, the insider directly owned 29,866 shares of the company's stock, valued at approximately $2,986,600. This represents a 21.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Schwab Stock Down 7.6%

NYSE SCHW traded down $7.62 during trading hours on Thursday, reaching $92.65. 27,827,050 shares of the company traded hands, compared to its average volume of 8,839,491. The Charles Schwab Corporation has a 12 month low of $73.76 and a 12 month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $161.03 billion, a PE ratio of 19.88, a PEG ratio of 0.82 and a beta of 0.90. The company has a 50 day moving average of $95.27 and a two-hundred day moving average of $96.42.

Charles Schwab (NYSE:SCHW - Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts' consensus estimates of $1.39 by $0.04. The business had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company's revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab's dividend payout ratio is 27.47%.

Hedge Funds Weigh In On Charles Schwab

Several hedge funds have recently made changes to their positions in SCHW. Souders Financial Advisors boosted 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 buying an additional 98 shares during the period. Lantz Financial LLC raised its position in shares of Charles Schwab by 3.1% in the fourth 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 during the period. Roberts Wealth Advisors LLC increased its position in Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider's stock worth $2,294,000 after acquiring an additional 105 shares during the period. Essex Financial Services Inc. increased its position in Charles Schwab by 0.8% during the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider's stock worth $1,282,000 after acquiring an additional 105 shares during the period. Finally, ZWJ Investment Counsel Inc. boosted 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 worth $228,000 after buying an additional 106 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company's stock.

More Charles Schwab News

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

• Positive Sentiment: Q1 beat on EPS and revenue met/record levels — Schwab reported $1.43 non‑GAAP EPS and record revenue driven by higher trading activity, which underscores strong client engagement. Charles Schwab NYSE: SCHW Posts Q1 CY2026 Sales In Line With Estimates
• Positive Sentiment: Strategic product launches — Schwab announced Schwab Crypto (direct spot Bitcoin and Ether trading) and plans to integrate crypto into its platforms, which could expand trading revenue and client stickiness. Charles Schwab Announces Details of Spot Crypto Trading Launch
• Positive Sentiment: AI rollout to improve client experience — Schwab will roll out client‑facing AI agents in June, a tech initiative that could boost engagement and reduce service costs over time. Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June
• Neutral Sentiment: Record client growth and engagement — Schwab added ~1.3M accounts, reported ~$11.7T in client assets and strong trading volumes; important for long‑term revenue but not an immediate fix for NII concerns. Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
• Neutral Sentiment: Earnings call details available — the transcript provides management commentary on margins, cash‑sweep dynamics and strategy that investors will parse for forward signals. The Charles Schwab Corporation (SCHW) Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY‑2026 EPS guidance cut vs. consensus — Schwab set guidance to $5.70–$5.80, below the Street’s ~$5.93 estimate; a primary driver of the selloff as it reduces near‑term earnings visibility and valuation support.
• Negative Sentiment: Net interest income and “cash‑sorting” sensitivity — several reports flagged weaker‑than‑expected NII and investor concern that client cash migration into higher‑yield alternatives could pressure future margins. Charles Schwab stock dips as Q1 revenue disappoints on weaker-than-expected net-interest-income
• Negative Sentiment: Options and insider signals increase volatility risk — elevated put buying ahead of earnings and recent insider selling (pre‑arranged plans) have added to downside pressure and short‑term uncertainty. Traders Purchase High Volume of Charles Schwab Put Options NYSE: SCHW Nigel Murtagh Form 4

Analyst Ratings Changes

Several equities analysts have commented on the stock. Jefferies Financial Group lowered their target price on shares of Charles Schwab from $122.00 to $118.00 and set a "buy" rating on the stock in a research note on Monday, April 6th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $131.00 price target on shares of Charles Schwab in a research note on Thursday, January 22nd. Raymond James Financial reiterated an "outperform" rating and set a $114.00 price objective on shares of Charles Schwab in a research note on Monday, January 5th. Citizens Jmp raised their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a "market outperform" rating in a research note on Monday, January 12th. Finally, Barclays lowered their price objective on shares of Charles Schwab from $126.00 to $117.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $114.50.

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.

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