The Charles Schwab Corporation (NYSE:SCHW) Receives Average Rating of “Moderate Buy” from Analysts

Shares of The Charles Schwab Corporation (NYSE:SCHW) have been given an average recommendation of “Moderate Buy” by the twenty-two brokerages that are currently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, fifteen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $115.9474.

Several equities analysts recently weighed in on the stock. UBS Group raised their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Piper Sandler lifted their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Bank of America increased their price target on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Finally, TD Cowen raised their price target on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd.

Charles Schwab News Roundup

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross‑sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all‑cash), adding a private‑markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price‑target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short‑term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social‑media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $95.29 on Friday. The company has a market capitalization of $166.97 billion, a price-to-earnings ratio of 20.45, a PEG ratio of 0.77 and a beta of 0.93. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock’s 50-day simple moving average is $99.88 and its 200-day simple moving average is $96.45. Charles Schwab has a 52 week low of $65.88 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter last year, the company earned $1.01 EPS. The firm’s quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts expect that Charles Schwab will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s payout ratio is currently 27.47%.

Insiders Place Their Bets

In other Charles Schwab news, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Chairman Walter W. Bettinger sold 162,462 shares of Charles Schwab stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total value of $16,879,801.80. Following the completion of the transaction, the chairman owned 529,346 shares of the company’s stock, valued at approximately $54,999,049.40. This trade represents a 23.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 415,568 shares of company stock worth $42,639,058. Insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of SCHW. Vanguard Group Inc. lifted its stake in Charles Schwab by 0.3% in the third quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after acquiring an additional 403,133 shares during the period. State Street Corp raised its holdings in shares of Charles Schwab by 1.0% in the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after purchasing an additional 691,671 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Charles Schwab by 0.3% in 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 purchasing an additional 98,242 shares during the period. Franklin Resources Inc. lifted its position in shares of Charles Schwab by 0.3% in the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock worth $3,015,720,000 after purchasing an additional 78,020 shares during the period. Finally, Primecap Management Co. CA boosted its stake in shares of Charles Schwab by 9.7% during the fourth quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after purchasing an additional 2,066,884 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

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.