Charles Schwab (NYSE:SCHW) Price Target Lowered to $117.00 at Barclays

Charles Schwab (NYSE:SCHW) had its price objective dropped by investment analysts at Barclays from $126.00 to $117.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the financial services provider’s stock. Barclays‘s price objective indicates a potential upside of 22.01% from the stock’s current price.

Several other equities analysts have also recently weighed in on the company. Citizens Jmp raised their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Keefe, Bruyette & Woods started coverage on Charles Schwab in a report on Wednesday. They set an “outperform” rating and a $110.00 price target for the company. Bank of America raised their price objective on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. TD Cowen raised their price objective on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group lowered their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $115.45.

Charles Schwab Price Performance

NYSE SCHW traded up $2.56 during trading on Wednesday, hitting $95.90. 4,729,332 shares of the stock traded hands, compared to its average volume of 10,544,421. The company has a market capitalization of $166.68 billion, a P/E ratio of 20.57, a price-to-earnings-growth ratio of 0.78 and a beta of 0.90. The firm has a 50-day simple moving average of $96.05 and a 200-day simple moving average of $96.30. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. Charles Schwab has a 12-month low of $67.60 and a 12-month high of $107.50.

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

Insiders Place Their Bets

In other news, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction that occurred on 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 sale, the director directly owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Dennis Howard sold 10,108 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, the insider directly owned 10,470 shares of the company’s stock, valued at $990,462. This represents a 49.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Charles Schwab

Institutional investors and hedge funds have recently modified their holdings of the business. Federated Hermes Inc. raised its holdings in shares of Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after acquiring an additional 173,577 shares in the last quarter. First National Trust Co raised its holdings in shares of Charles Schwab by 82.2% in the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares in the last quarter. AE Wealth Management LLC raised its holdings in shares of Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after acquiring an additional 56,609 shares in the last quarter. Optimize Financial Inc bought a new stake in shares of Charles Schwab in the third quarter valued at about $467,000. Finally, King Luther Capital Management Corp increased its holdings in shares of Charles Schwab by 34.4% in the 3rd quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after acquiring an additional 75,820 shares during the period. 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: New sell‑side support: Keefe, Bruyette & Woods initiated coverage with an “outperform” and $110 price target (~15% upside vs. current levels), signaling institutional conviction in Schwab’s growth and margin outlook. Keefe, Bruyette & Woods Coverage
• Positive Sentiment: Strong buy‑side reinforcement: Truist reiterated a $122 price target and highlighted durable revenue drivers, supporting upside expectations and investor confidence in SCHW’s medium‑term earnings power. Here’s What Truist Thinks About Charles Schwab Corporation (SCHW)
• Positive Sentiment: Jefferies remains constructive after trimming its price target to $118 (still a “buy”), which helps underpin analyst support despite modest model changes. Jefferies Price Target Update
• Positive Sentiment: Product expansion: Schwab is rolling out direct spot Bitcoin and Ethereum trading via Schwab Crypto (phased rollout, waitlist). This broadens product scope, could attract/retain clients and fee opportunities if adoption scales. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Client behavior: Schwab’s STAX trading activity index saw its biggest monthly drop since May 2025, reflecting lower retail trading amid geopolitical volatility — a potential near‑term headwind for trading‑related revenue but not a structural change. STAX Score Sees Steepest Monthly Drop
• Neutral Sentiment: Market commentary: Schwab analysts caution Asian and European equities may not regain prior outperformance after the war — guidance that influences asset allocation views but is more macro than company‑specific. Charles Schwab Warns That Asian and European Stocks May Not Resume Their Outperformance
• Negative Sentiment: Regulatory/legal hit: A FINRA arbitrator awarded consumer damages and fees against Schwab for Electronic Funds Transfer Act violations — a reputational and financial risk that could raise compliance costs and investor caution. FINRA Arbitrator Awards Consumer Damages
• Negative Sentiment: Local real‑estate/operational PR: Schwab exited a downtown Portland site, drawing local headlines about decamping — minor for corporate fundamentals but negative for ESG/PR sentiment in the short term. Schwab Bails on Downtown Portland
• Negative Sentiment: Analyst tweak: Erste Group trimmed its FY2027 EPS view slightly (from $6.85 to $6.82) — a small downgrade but a reminder earnings estimates remain sensitive to trading volumes and net interest dynamics.

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.