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

Shares of The Charles Schwab Corporation (NYSE:SCHW) have been given a consensus rating of “Moderate Buy” by the twenty-three brokerages that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell rating, four have assigned a hold rating, seventeen have assigned a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among brokers that have issued a report on the stock in the last year is $114.00.

Several equities research analysts recently issued reports on the stock. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a report on Monday, January 12th. Argus set a $108.00 target price on shares of Charles Schwab in a research report on Monday. Truist Financial cut their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th.

Charles Schwab Trading Down 0.4%

Shares of Charles Schwab stock opened at $88.53 on Friday. The firm has a market capitalization of $153.87 billion, a PE ratio of 17.57, a price-to-earnings-growth ratio of 0.70 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 firm’s 50 day moving average is $94.10 and its 200 day moving average is $96.26. Charles Schwab has a 1 year low of $79.30 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.04. The company had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.03%. The firm’s revenue was up 15.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts forecast that Charles Schwab will post 5.98 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be given a dividend of $0.32 per share. The ex-dividend date is Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Insider Buying and Selling at Charles Schwab

In related news, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total transaction of $956,216.80. Following the sale, the insider directly owned 10,470 shares in the company, valued at $990,462. This trade represents a 49.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 468,748 shares of company stock worth $47,885,857 over the last quarter. Insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of SCHW. Brighton Jones LLC lifted its position in shares of Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Charles Schwab by 21.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the period. United Bank lifted its position in shares of Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the period. Nebula Research & Development LLC acquired a new position in shares of Charles Schwab in the 2nd quarter worth approximately $552,000. Finally, Main Street Financial Solutions LLC lifted its position in shares of Charles Schwab by 4.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after purchasing an additional 305 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab rolled out crypto access to roughly 38 million brokerage accounts, widening product availability and giving the firm another avenue to boost client engagement, trading activity and fee-related revenue over time. Schwab brings crypto to 38M users; North Korea ‘simply’ to blame for recent DeFi hacks
• Positive Sentiment: The board declared a $0.32 quarterly common dividend (1.4% yield), reinforcing capital return to shareholders and supporting income-focused investor demand; ex-dividend date is May 8. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
• Positive Sentiment: Schwab published content explaining professional risk-management tools — messaging that may help attract or retain higher‑value clients by highlighting portfolio and risk-management capabilities. Schwab breaks down the edge pros use to tame market risk
• Neutral Sentiment: Quarterly results and the Q1 call showed continued client engagement and net new asset inflows (management commentary and analyst questions suggest solid operating momentum), supporting Schwab’s FY26 EPS guide. 5 Revealing Analyst Questions From Charles Schwab’s Q1 Earnings Call
• Neutral Sentiment: Schwab established a new Series L preferred stock via filing — a capital-management move that can support liquidity and regulatory ratios but may be perceived as modestly dilutive/complex by some investors. Charles Schwab Issues New Series L Preferred Stock
• Negative Sentiment: Schwab imposed new limits on RIAs using long-short separately managed and certain tax-aware strategies, which could restrict product use by advisory clients and potentially reduce fee revenue or client flows for some advisors. This item has attracted press coverage and may weigh on asset-gathering sentiment. Schwab creates new limits to RIAs using long-short, separately managed accounts

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.