The Charles Schwab Corporation (NYSE:SCHW) Receives $121.17 Consensus PT from Analysts

Shares of The Charles Schwab Corporation (NYSE:SCHW) have been assigned an average recommendation of “Moderate Buy” from the twenty-one analysts that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, sixteen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price target among brokerages that have covered the stock in the last year is $121.1667.

Several research firms recently commented on SCHW. Argus upped their price target on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Zacks Research upgraded shares of Charles Schwab from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 9th. Barclays upped their target price on shares of Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Morgan Stanley increased their target price on shares of Charles Schwab from $133.00 to $136.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Charles Schwab in a report on Wednesday, July 22nd.

Charles Schwab News Roundup

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

• Positive Sentiment: Analyst commentary highlights Schwab’s diversification into wealth management, banking, lending and cryptocurrency as potential drivers of deeper client relationships, higher revenue per customer and a new phase of growth. Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase? Zacks analysis of Schwab’s growth phase
• Neutral Sentiment: Schwab is involved in an industry debate over how quickly the Securities and Exchange Commission should approve and standardize cryptocurrency ETFs. The outcome could affect product availability, fees and trading economics, but the near-term impact on SCHW is uncertain. Grayscale and A16z Fight Jane Street and Schwab Over Crypto ETF Speed
• Neutral Sentiment: Schwab’s tax specialists warned retirees about a less obvious required minimum distribution risk. The guidance may reinforce Schwab’s advisory role, although it is primarily educational rather than a direct earnings catalyst. Schwab’s tax expert flags a quiet RMD risk for retirees
• Negative Sentiment: Schwab has imposed stricter limits on tax-aware long-short accounts, reportedly reflecting growing risk concerns around the strategy. The move may reduce exposure to a potentially volatile product and could constrain related business activity, though it also limits risk. Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts
• Negative Sentiment: Chairman Walt Bettinger reportedly sold approximately $8.25 million of SCHW stock. Insider selling does not necessarily signal deteriorating fundamentals, but the sizable transaction can pressure sentiment. Charles Schwab Chairman Sells Stock
• Negative Sentiment: A report about an Oakland woman losing her savings to a Schwab impersonator could create reputational and fraud-related concerns, although the incident involves a scammer impersonating the company rather than an announced Schwab loss. Oakland woman’s savings drained by Schwab impersonator
• Negative Sentiment: Vanguard’s reported consideration of an Altruist transaction raises the possibility of a stronger technology-enabled competitor in brokerage and wealth management, potentially increasing pressure on Schwab’s pricing and client growth. Could Altruist deal turn Vanguard into the next Schwab?

Insider Buying and Selling

In other news, Director Paula Sneed sold 5,263 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $107.15, for a total value of $563,930.45. Following the transaction, the director owned 91,711 shares of the company’s stock, valued at approximately $9,826,833.65. The trade was a 5.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Dennis Howard sold 28,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $105.01, for a total value of $2,940,280.00. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at $1,099,454.70. This trade represents a 72.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 649,582 shares of company stock worth $69,948,015. 6.30% of the stock is currently owned by insiders.

Institutional Trading of Charles Schwab

Hedge funds have recently made changes to their positions in the company. Souders Financial Advisors lifted its position in Charles Schwab by 2.3% in the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after purchasing an additional 98 shares during the period. Essex Financial Services Inc. increased its position in Charles Schwab by 0.8% during the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares during the period. Sheets Smith Wealth Management increased its position in Charles Schwab by 0.7% during the 1st quarter. Sheets Smith Wealth Management now owns 14,521 shares of the financial services provider’s stock worth $1,365,000 after purchasing an additional 108 shares during the period. Acorn Financial Advisory Services Inc. ADV raised its stake in shares of Charles Schwab by 4.5% during the 4th quarter. Acorn Financial Advisory Services Inc. ADV now owns 2,536 shares of the financial services provider’s stock worth $253,000 after buying an additional 110 shares in the last quarter. Finally, Interchange Capital Partners LLC raised its stake in shares of Charles Schwab by 2.8% during the 4th quarter. Interchange Capital Partners LLC now owns 4,104 shares of the financial services provider’s stock worth $410,000 after buying an additional 112 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Trading Up 2.0%

NYSE:SCHW opened at $110.40 on Friday. The company has a market capitalization of $190.92 billion, a PE ratio of 20.07, a P/E/G ratio of 0.94 and a beta of 0.76. Charles Schwab has a 52-week low of $83.96 and a 52-week high of $114.53. The stock’s 50 day moving average price is $104.85 and its 200 day moving average price is $96.69. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. The company had revenue of $7.07 billion during the quarter, compared to analysts’ expectations of $6.90 billion. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%.The firm’s revenue for the quarter was up 20.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.14 earnings per share. On average, research analysts anticipate that Charles Schwab will post 6.46 EPS for the current year.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Friday, August 14th were given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Friday, August 14th. Charles Schwab’s dividend payout ratio (DPR) is presently 23.27%.

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.