The Charles Schwab Corporation (NYSE:SCHW) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

The Charles Schwab Corporation (NYSE:SCHW) has been given an average recommendation of “Moderate Buy” by the twenty-three research firms that are covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, five have issued a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $115.65.

Several equities research analysts have recently commented on SCHW shares. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Citizens Jmp raised their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Wolfe Research set a $120.00 price objective on Charles Schwab in a research report on Monday, January 12th. Bank of America lifted their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Finally, Piper Sandler raised their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th.

Charles Schwab News Roundup

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Insider Activity

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman Walter W. Bettinger sold 162,462 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at approximately $54,999,049.40. This represents a 23.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 272,077 shares of company stock valued at $28,285,973 over the last 90 days. 6.30% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors have recently made changes to their positions in the business. Princeton Global Asset Management LLC acquired a new stake in Charles Schwab in the 2nd quarter valued at approximately $25,000. Dogwood Wealth Management LLC boosted its position in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 123 shares during the period. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab in the fourth quarter valued at approximately $26,000. West Branch Capital LLC acquired a new stake in shares of Charles Schwab in the third quarter worth $27,000. Finally, GoalVest Advisory LLC bought a new position in Charles Schwab during the fourth quarter worth $28,000. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab Trading Up 3.1%

Shares of SCHW stock opened at $105.15 on Monday. Charles Schwab has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock has a 50-day simple moving average of $100.26 and a 200 day simple moving average of $96.64. The stock has a market capitalization of $186.85 billion, a P/E ratio of 22.56, a P/E/G ratio of 0.85 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts expect that Charles Schwab will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

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.