Charles Schwab (NYSE:SCHW) Now Covered by Analysts at Keefe, Bruyette & Woods

Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab (NYSE:SCHW) in a research report released on Wednesday morning, MarketBeat Ratings reports. The firm issued an outperform rating and a $110.00 target price on the financial services provider’s stock.

Other equities analysts have also issued research reports about the company. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Barclays raised their price objective on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Truist Financial lowered their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Piper Sandler raised their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Finally, Bank of America raised their price objective on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research note on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $115.15.

Charles Schwab Price Performance

Charles Schwab stock opened at $96.72 on Wednesday. The stock’s fifty day moving average price is $95.92 and its two-hundred day moving average price is $96.30. Charles Schwab has a one year low of $67.60 and a one year high of $107.50. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market cap of $168.11 billion, a PE ratio of 20.76, a price-to-earnings-growth ratio of 0.78 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data 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 return on equity of 21.97% and a net margin of 37.01%.The firm had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the company earned $1.01 EPS. The company’s 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, research analysts expect that Charles Schwab will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently disclosed 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 annualized dividend and a yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s payout ratio is 27.47%.

Insiders Place Their Bets

In related news, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.25, for a total value of $7,038,334.50. Following the sale, the chairman directly owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Paul V. Woolway sold 6,126 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at $2,825,622.26. This trade represents a 17.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 413,568 shares of company stock valued at $42,435,038 over the last ninety days. 6.30% of the stock is owned by insiders.

Institutional Investors Weigh In On Charles Schwab

A number of hedge funds and other institutional investors have recently bought and sold shares of SCHW. Dogwood Wealth Management LLC boosted its stake in shares of Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank acquired a new stake in shares of Charles Schwab during the fourth quarter valued at about $26,000. West Branch Capital LLC acquired a new stake in shares of Charles Schwab during the third quarter valued at about $27,000. GoalVest Advisory LLC acquired a new stake in shares of Charles Schwab during the fourth quarter valued at about $28,000. Finally, Beacon Financial Strategies CORP acquired a new stake in shares of Charles Schwab during the fourth quarter valued at about $29,000. Institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: New analyst coverage and upgrades: Keefe, Bruyette & Woods started coverage with an “outperform” and $110 target, and an analyst initiation was cited as the reason for a near-4% intraday bump. These actions increase buy-side visibility and signal conviction in Schwab’s growth cadence. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Positive Sentiment: Product expansion: Schwab announced a phased rollout of direct spot Bitcoin and Ethereum trading for brokerage clients — a strategic revenue and engagement lever that could attract new/younger clients and increase trading flows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Price-target adjustments but continued positive ratings: UBS trimmed its PT to $119 (still a “buy”) and Barclays trimmed to $117 (still “overweight”) — both imply meaningful upside despite the cuts, so they temper but don’t reverse the buy-side narrative. Benzinga
• Neutral Sentiment: Mixed analyst views: Truist has reiterated a $122 target highlighting revenue drivers, while Erste slightly trimmed FY2027 EPS estimates — small forecast tweaks that are unlikely to materially change the long-term thesis. Here’s What Truist Thinks About Charles Schwab
• Negative Sentiment: Legal/operational headwinds: A FINRA arbitrator awarded consumer damages related to Electronic Funds Transfer Act violations — a near-term reputational and potential cost risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Strategic/real-estate pullback: Coverage notes Schwab is exiting a downtown Portland office, which highlights isolated operational adjustments and potential one-time costs or local PR issues. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag
• Negative Sentiment: Bearish research: Jefferies published a pessimistic forecast for SCHW, adding downside risk if their macro/asset-growth concerns materialize. Jefferies Financial Group Issues Pessimistic Forecast for Charles Schwab

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.