Charles Schwab (NYSE:SCHW) Price Target Lowered to $118.00 at Jefferies Financial Group

Charles Schwab (NYSE:SCHW) had its target price reduced by Jefferies Financial Group from $122.00 to $118.00 in a research report report published on Monday morning,Benzinga reports. They currently have a buy rating on the financial services provider’s stock.

Several other equities analysts have also issued reports on the stock. Morgan Stanley boosted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. Barclays boosted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a report on Monday, January 26th. TD Cowen boosted their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 price target on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, UBS Group boosted their price target on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.95.

Charles Schwab Price Performance

SCHW opened at $92.99 on Monday. The company has a fifty day moving average price of $96.26 and a two-hundred day moving average price of $96.31. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. Charles Schwab has a 52 week low of $65.88 and a 52 week high of $107.50. The firm has a market capitalization of $161.62 billion, a PE ratio of 19.95, a P/E/G ratio of 0.78 and a beta of 0.90.

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. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The firm had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the business earned $1.01 EPS. The business’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that Charles Schwab will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, February 13th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Insider Transactions at Charles Schwab

In related news, General Counsel Peter J. Morgan III sold 7,595 shares of the company’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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Dennis Howard sold 27,903 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 413,568 shares of company stock worth $42,435,038. Company insiders own 6.30% of the company’s stock.

Institutional Investors Weigh In On Charles Schwab

Several institutional investors and hedge funds have recently added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC lifted its position in Charles Schwab by 99.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new stake in Charles Schwab during the 4th quarter worth about $26,000. West Branch Capital LLC bought a new stake in Charles Schwab during the 3rd quarter worth about $27,000. GoalVest Advisory LLC bought a new stake in Charles Schwab during the 4th quarter worth about $28,000. Finally, Beacon Financial Strategies CORP bought a new stake in Charles Schwab during the 4th quarter worth about $29,000. 84.38% of the stock is owned by institutional investors.

More Charles Schwab News

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

• Positive Sentiment: Schwab plans to launch spot crypto trading in the first half of 2026, starting with Bitcoin and Ethereum, expanding Schwab Crypto beyond custody/ETF exposure and offering direct buy/sell access to clients — a long-term revenue and client-asset growth opportunity. Schwab Moves Deeper Into Crypto With Spot Trading Plans for 2026
• Positive Sentiment: Schwab announced it is adding Bitcoin and Ethereum trading to its brokerage platform (with waitlists/early access), signaling faster rollout of client-facing crypto services that could increase trading volumes and attract younger or crypto-native clients. Charles Schwab Adds Bitcoin and Ethereum Crypto Trading to Brokerage Platform
• Positive Sentiment: Schwab opened sign-ups/waitlists for Schwab Crypto, indicating measured rollout and client demand; this is the next step beyond ETF exposure and could expand fee opportunities if adoption is strong. Schwab’s Bitcoin and Ethereum Waitlist Signals Next Step Beyond ETFs
• Neutral Sentiment: Jefferies trimmed its price target on SCHW from $122 to $118 but kept a Buy rating, signaling continued analyst conviction in Schwab’s longer-term thesis while moderating near-term upside expectations. Benzinga
• Negative Sentiment: Schwab’s proprietary STAX trading-activity index fell to 56.04 in March (the steepest monthly drop since May 2025), driven by client caution as geopolitical risk rose — a sign trading revenues could weaken if lower retail activity persists. Schwab Trading Activity Index™: STAX Score Sees Steepest Monthly Drop Since May 2025

About Charles Schwab

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.