Charles Schwab (NYSE:SCHW) Earns “Outperform” Rating from Keefe, Bruyette & Woods

Charles Schwab (NYSE:SCHW)‘s stock had its “outperform” rating reiterated by equities research analysts at Keefe, Bruyette & Woods in a research note issued on Wednesday,Benzinga reports. They currently have a $110.00 price target on the financial services provider’s stock. Keefe, Bruyette & Woods’ price target indicates a potential upside of 14.35% from the company’s previous close.

Several other equities research analysts also recently weighed in on SCHW. Piper Sandler increased their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Truist Financial reduced their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. 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 report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Charles Schwab presently has an average rating of “Moderate Buy” and an average price target of $115.90.

Charles Schwab Trading Up 3.1%

Shares of NYSE SCHW opened at $96.20 on Wednesday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The business’s 50 day moving average price is $96.05 and its 200-day moving average price is $96.30. Charles Schwab has a fifty-two week low of $67.60 and a fifty-two week high of $107.50. The company has a market cap of $167.20 billion, a price-to-earnings ratio of 20.63, a PEG ratio of 0.78 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $6.19 billion. During the same period in the prior year, the business posted $1.01 earnings per share. The company’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts expect that Charles Schwab will post 4.22 earnings per share for the current year.

Insider Activity

In other news, General Counsel Peter J. Morgan III sold 7,595 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Dennis Howard sold 27,903 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were 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. This represents a 72.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 413,568 shares of company stock valued at $42,435,038. Company insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Federated Hermes Inc. grew its stake in Charles Schwab by 2,112.7% during the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after buying an additional 173,577 shares during the last quarter. First National Trust Co grew its stake in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock worth $8,518,000 after buying an additional 40,257 shares during the last quarter. AE Wealth Management LLC grew its stake in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after buying an additional 56,609 shares during the last quarter. Optimize Financial Inc purchased a new position in Charles Schwab during the 3rd quarter worth $467,000. Finally, Nordea Investment Management AB grew its stake in Charles Schwab by 11.2% during the 3rd quarter. Nordea Investment Management AB now owns 3,040,864 shares of the financial services provider’s stock worth $291,436,000 after buying an additional 305,904 shares during the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab confirmed a phased launch of direct spot Bitcoin and Ether trading for brokerage clients, expanding beyond ETFs and futures — a strategic product extension that could drive new client engagement, trading revenue and custody flows as adoption grows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Positive Sentiment: Truist reiterated its positive view and $122 price target, calling Schwab a cheap stock with strong revenue-growth drivers — analyst support like this can underpin investor sentiment even as other shops trim forecasts. Here’s What Truist Thinks About Charles Schwab Corporation (SCHW)
• Neutral Sentiment: Jefferies trimmed its price target slightly (reported cut from $122 to $118) but maintained a Buy — a modest revision that tempers upside expectations without changing the overall positive rating. Benzinga
• Neutral Sentiment: Erste Group nudged its FY2027 EPS estimate down a hair (from $6.85 to $6.82). The move is small and appears more like fine‑tuning than a major change to the earnings outlook.
• Negative Sentiment: Schwab’s proprietary STAX trading-activity index fell in March (largest monthly drop since May 2025), signaling weaker retail trading — lower client activity can pressure commission/transaction revenue and hurt near-term growth. Schwab Trading Activity Index™: STAX Score Sees Steepest Monthly Drop Since May 2025
• Negative Sentiment: A FINRA arbitrator awarded consumer damages and fees against Schwab for alleged Electronic Funds Transfer Act violations — a regulatory/legal outcome that adds near-term costs and reputational risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Schwab is exiting a downtown Portland lease, drawing local headlines about office decamps — likely a small, one‑off occupancy/termination cost and a signal of selective real estate consolidation. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag

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.