SCHW: Insider Accumulation vs. Sentiment Analysis
Executive Thesis:
SCHW delivered record 2025 results with $4.87 EPS (+50% YoY) and guides to $5.70-$5.80 in 2026, but the stock trades at a 33% premium to Morgan Stanley despite comparable growth prospects, while heavy insider selling including $10.3M by founder Charles Schwab signals management's view that current levels fully reflect the business momentum.
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