Index S&P 500
P/E 31.27
EPS (ttm) 2.39
Insider Own 5.93%
Shs Outstand 1.77B
Perf Week 1.61%
Market Cap 132.50B
Forward P/E 16.65
EPS next Y 4.48
Insider Trans -0.58%
Shs Float 1.67B
Perf Month 3.07%
Income 4.37B
PEG 2.14
EPS next Q 0.83
Inst Own 85.22%
Short Float 0.87%
Perf Quarter 16.50%
Sales 25.61B
P/S 5.17
EPS this Y 9.64%
Inst Trans -0.60%
Short Ratio 2.01
Perf Half Y 51.11%
Book/sh 17.92
P/B 4.16
EPS next Y 30.56%
ROA 0.96%
Short Interest 14.61M
Perf Year 47.44%
Cash/sh 32.49
P/C 2.30
EPS next 5Y 14.63%
ROE 12.26%
52W Range 45.65 - 75.55
Perf YTD 8.44%
Dividend Est. 1.03 (1.38%)
P/FCF -
EPS past 5Y 0.75%
ROI 6.69%
52W High -1.25%
Beta 0.98
Dividend TTM 1.00 (1.34%)
Quick Ratio -
Sales past 5Y 19.74%
Gross Margin 74.66%
52W Low 63.43%
ATR (14) 1.45
Dividend Ex-Date May 09, 2024
Current Ratio -
EPS Y/Y TTM -34.92%
Oper. Margin 35.73%
RSI (14) 66.58
Volatility 1.80% 2.06%
Employees 33000
Debt/Eq 1.30
Sales Y/Y TTM 7.32%
Profit Margin 17.05%
Recom 1.96
Target Price 79.85
Option/Short Yes / Yes
LT Debt/Eq 0.54
EPS Q/Q -18.29%
Payout 39.39%
Rel Volume 0.24
Prev Close 74.89
Sales Surprise 0.60%
EPS Surprise 0.78%
Sales Q/Q 1.35%
Earnings Apr 15 BMO
Avg Volume 7.28M
Price 74.61
SMA20 2.91%
SMA50 7.67%
SMA200 19.39%
Trades
Volume 104,122
Change -0.38%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-22-24 Upgrade
TD Cowen
Market Perform → Outperform
$87
Jan-18-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$75 → $70
Jan-10-24 Downgrade
Citigroup
Buy → Neutral
$75 → $70
Jan-04-24 Initiated
TD Cowen
Market Perform
$77
Jan-03-24 Downgrade
Goldman
Buy → Neutral
$70 → $71
Dec-01-23 Initiated
Redburn Atlantic
Sell
$52
Jul-24-23 Reiterated
UBS
Buy
$67 → $80
Jul-10-23 Upgrade
JMP Securities
Mkt Perform → Mkt Outperform
$73
May-15-23 Upgrade
Raymond James
Mkt Perform → Outperform
$63
Apr-20-23 Downgrade
Redburn
Neutral → Sell
Mar-30-23 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$99 → $68
Mar-15-23 Upgrade
Credit Suisse
Neutral → Outperform
$81.50 → $67.50
Mar-13-23 Upgrade
Citigroup
Neutral → Buy
$83 → $75
Jan-19-23 Downgrade
BofA Securities
Buy → Underperform
$92 → $75
Jan-04-23 Upgrade
Goldman
Neutral → Buy
$98
Nov-01-22 Downgrade
Credit Suisse
Outperform → Neutral
$84
Oct-19-22 Initiated
Credit Suisse
Outperform
$80
Oct-12-22 Initiated
Credit Suisse
Neutral
$83
Oct-12-22 Initiated
Citigroup
Neutral
$83
Aug-31-22 Initiated
Barclays
Equal Weight
$81
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Mar-22-24 04:38PM
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Schwab Charles R. Co-Chairman Apr 22 '24 Sale 74.62 89,275 6,661,308 30,641,981 Apr 24 06:43 PM Ellis Stephen A Director Apr 19 '24 Option Exercise 25.88 14,750 381,709 7,395 Apr 23 09:35 PM Ellis Stephen A Director Apr 19 '24 Sale 73.20 14,750 1,079,774 108,574 Apr 23 09:35 PM Schwab-Pomerantz Carolyn Director Apr 19 '24 Sale 73.16 9,000 658,468 577,857 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Option Exercise 28.44 7,482 212,788 6,353 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Option Exercise 28.44 5,482 155,908 0 Apr 18 09:10 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Sale 73.47 7,482 549,667 1,719,399 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Sale 73.46 5,482 402,708 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Option Exercise 25.01 5,011 125,325 7,395 Apr 18 09:29 PM MARTINETTO JOSEPH R COO Apr 16 '24 Sale 70.83 43,000 3,045,595 41,414 Apr 18 09:05 PM Morgan Peter J. III General Counsel Apr 16 '24 Sale 72.23 24,520 1,771,151 0 Apr 18 09:08 PM Murtagh Nigel J Chief Risk Officer Apr 16 '24 Sale 72.40 10,000 723,975 71,446 Apr 18 09:13 PM Goldfarb Mark A Director Apr 16 '24 Sale 70.86 7,100 503,081 19,917 Apr 18 09:44 PM Crawford Peter B. CFO Apr 16 '24 Sale 71.02 6,114 434,215 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Sale 71.11 5,011 356,322 18,617 Apr 18 09:29 PM Ellis Stephen A Director Mar 26 '24 Option Exercise 27.45 2,165 59,429 7,395 Mar 28 09:40 PM ADAMS JOHN K JR Director Mar 22 '24 Option Exercise 30.08 15,701 472,330 60,152 Mar 26 07:51 PM ADAMS JOHN K JR Director Mar 22 '24 Sale 72.64 15,701 1,140,539 44,451 Mar 26 07:51 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Option Exercise 26.39 12,948 341,698 94,394 Mar 25 09:05 PM Craig Jonathan M. Please see remarks Mar 21 '24 Option Exercise 26.39 4,977 131,343 0 Mar 25 07:28 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Sale 70.03 12,948 906,686 81,446 Mar 25 09:05 PM Schwab-Pomerantz Carolyn Director Mar 21 '24 Sale 70.87 9,000 637,848 581,457 Mar 25 09:13 PM Craig Jonathan M. Please see remarks Mar 21 '24 Sale 70.01 4,977 348,430 0 Mar 25 07:28 PM Craig Jonathan M. Please see remarks Mar 06 '24 Sale 67.80 48,751 3,305,083 0 Mar 08 08:12 PM Murtagh Nigel J Chief Risk Officer Mar 06 '24 Sale 67.80 29,991 2,033,271 81,446 Mar 08 09:09 PM Schwab-Pomerantz Carolyn Director Feb 28 '24 Sale 65.29 9,000 587,609 585,057 Mar 01 09:29 PM Crawford Peter B. CFO Feb 28 '24 Sale 65.71 5,500 361,408 24,111 Mar 01 09:01 PM Schwab Charles R. Co-Chairman Feb 23 '24 Sale 64.72 58,500 3,786,196 61,134,038 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 22 '24 Sale 64.60 58,500 3,779,211 61,192,538 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 15 '24 Option Exercise 25.86 71,226 1,841,904 0 Feb 20 08:55 PM Schwab Charles R. Co-Chairman Feb 15 '24 Sale 64.99 71,226 4,628,999 61,251,038 Feb 20 08:55 PM Crawford Peter B. CFO Feb 15 '24 Sale 64.76 8,000 518,084 29,611 Feb 20 08:33 PM HERRINGER FRANK C Director Feb 01 '24 Option Exercise 25.01 10,511 262,880 7,395 Feb 05 09:36 PM HERRINGER FRANK C Director Feb 01 '24 Sale 62.25 7,587 472,277 167,206 Feb 05 09:36 PM Schwab Charles R. Co-Chairman Jan 24 '24 Sale 63.94 16,390 1,047,932 61,331,688 Jan 26 09:33 PM Crawford Peter B. CFO Jan 22 '24 Sale 64.49 4,000 257,975 37,611 Jan 24 05:08 PM Ellis Stephen A Director Dec 15 '23 Option Exercise 25.82 2,247 58,018 7,395 Dec 19 08:44 PM Crawford Peter B. CFO Nov 30 '23 Option Exercise 28.44 4,000 113,760 0 Dec 04 08:19 PM Schwab-Pomerantz Carolyn Director Nov 30 '23 Sale 61.28 12,208 748,109 1,722,400 Dec 04 08:22 PM Morgan Peter J. III General Counsel Nov 30 '23 Sale 60.72 7,162 434,875 0 Dec 04 08:16 PM Crawford Peter B. CFO Nov 30 '23 Sale 60.56 4,000 242,229 41,611 Dec 04 08:19 PM Crawford Peter B. CFO Nov 03 '23 Sale 56.19 3,114 174,964 41,611 Nov 07 04:35 PM SNEED PAULA A Director Oct 24 '23 Sale 49.98 6,918 345,737 112,398 Oct 26 04:58 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Option Exercise 23.12 3,792 87,671 0 Sep 20 04:13 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Sale 57.31 3,792 217,306 44,725 Sep 20 04:13 PM Morgan Peter J. III MD, General Counsel Aug 29 '23 Sale 59.61 8,000 476,872 8,014 Aug 30 05:46 PM Ruffel Charles A. Director Aug 17 '23 Buy 60.55 833 50,440 3,386 Aug 21 06:51 PM Schwab Charles R. Co-Chairman Jul 26 '23 Sale 66.60 75,760 5,045,821 59,672,778 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 '23 Option Exercise 23.12 72,047 1,665,727 0 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 '23 Sale 66.66 72,047 4,802,984 59,748,538 Jul 26 07:17 PM Schwab Charles R. Co-Chairman May 22 '23 Option Exercise 22.67 77,640 1,760,099 0 May 24 07:38 PM Schwab Charles R. Co-Chairman May 22 '23 Sale 51.76 77,640 4,018,584 59,771,278 May 24 07:38 PM
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