UBS Group Lowers Charles Schwab (NYSE:SCHW) Price Target to $119.00

Charles Schwab (NYSE:SCHW) had its target price reduced by analysts at UBS Group from $125.00 to $119.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the financial services provider’s stock. UBS Group’s price target would suggest a potential upside of 22.26% from the company’s current price.

Other research analysts have also recently issued research reports about the company. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a report on Monday, January 5th. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. TD Cowen boosted their price objective on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Bank of America boosted 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. Finally, Barclays reduced their price objective on Charles Schwab from $126.00 to $117.00 and set an “overweight” rating on the stock in a research note on Wednesday. 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 stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $115.15.

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $97.34 on Wednesday. Charles Schwab has a twelve month low of $71.23 and a twelve month high of $107.50. The stock has a market capitalization of $169.18 billion, a P/E ratio of 20.89, a PEG ratio of 0.80 and a beta of 0.90. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The business’s fifty day moving average price is $95.79 and its 200 day moving average price is $96.31.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating 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 analysts’ expectations of $6.19 billion. During the same quarter last year, the firm earned $1.01 earnings per share. The firm’s revenue for the quarter 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, research analysts anticipate that Charles Schwab will post 4.22 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director owned 449,406 shares in the company, valued at approximately $46,985,397.30. This trade represents a 2.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 413,568 shares of company stock valued at $42,435,038. Insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. Dogwood Wealth Management LLC lifted its stake 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 worth $25,000 after acquiring an additional 123 shares in the last quarter. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the fourth quarter worth about $26,000. West Branch Capital LLC acquired a new position in shares of Charles Schwab in the third quarter worth about $27,000. GoalVest Advisory LLC bought a new stake in Charles Schwab in the fourth quarter valued at about $28,000. Finally, Beacon Financial Strategies CORP acquired a new stake in Charles Schwab during the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds 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: Multiple brokerages and analysts refreshed coverage with bullish stances or high price targets, underpinning investor demand (examples: Keefe, Bruyette & Woods started coverage with an outperform rating and $110 PT; Truist reiterated a $122 PT). These notes help explain buying interest and recent upward moves. Analyst Coverage and Targets
• Positive Sentiment: Schwab launched direct spot trading of Bitcoin and Ethereum for brokerage clients (phased rollout, waitlist). Direct crypto trading expands revenue/engagement opportunities beyond ETFs and futures and likely attracted near-term trading optimism. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Positive Sentiment: Coverage and analyst initiation stories helped drive a sharp one-day bump in the stock recently; that market reaction shows how much the stock is influenced by fresh sell-side attention. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Neutral Sentiment: Research pieces highlight Schwab as attractive (e.g., “3 Reasons We Love This Stock”) and Zacks flags conditions consistent with a potential earnings beat — both supportive but not guaranteed to change fundamentals immediately. Charles Schwab (SCHW): 3 Reasons We Love This Stock
• Neutral Sentiment: UBS and Barclays trimmed price targets (UBS $125→$119; Barclays $126→$117) but kept buy/overweight views — a mixed signal: slightly lower upside estimates but continued analyst support. Price Target Changes
• Neutral Sentiment: Schwab published research on crypto allocation scenarios showing bitcoin weights up to ~22% in some diversified portfolios — enhances Schwab’s positioning as a thought leader in wealth allocation but is long-term in nature. Charles Schwab Identifies 2 Crypto Allocation Approaches
• Negative Sentiment: A FINRA arbitration awarded consumer damages related to EFT Act violations — a regulatory/legal cost that can raise concern about compliance risks and potential future payouts. FINRA Arbitrator Awards Consumer Damages
• Negative Sentiment: Local branch pullbacks (e.g., downtown Portland closure) and negative local press highlight operational downsizing and reputational headlines in some markets. Charles Schwab to close downtown Portland branch
• Negative Sentiment: Some firms (e.g., Jefferies) have issued cautious or pessimistic forecasts, which can pressure sentiment if echoed by further downgrades. Jefferies Pessimistic Forecast

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.