Brokerages Set The Charles Schwab Corporation (NYSE:SCHW) Price Target at $115.65

Shares of The Charles Schwab Corporation (NYSE:SCHW) have been given an average recommendation of “Moderate Buy” by the twenty-three analysts that are covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, five have issued a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the company. The average 1 year price target among analysts that have covered the stock in the last year is $115.65.

SCHW has been the topic of several analyst reports. Barclays upped their price objective on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Truist Financial increased their price objective on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Citizens Jmp boosted their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, Piper Sandler lifted their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th.

Charles Schwab Stock Down 3.7%

SCHW opened at $95.54 on Monday. The company has a market capitalization of $169.76 billion, a P/E ratio of 20.50, a P/E/G ratio of 0.80 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The firm’s fifty day moving average price is $100.73 and its two-hundred day moving average price is $96.72. Charles Schwab has a fifty-two week low of $65.88 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period last year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts anticipate that Charles Schwab will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 23.18%.

More Charles Schwab News

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

• Positive Sentiment: Schwab posted an earnings beat, revenue growth and set FY‑2026 EPS guidance, underscoring continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: The firm announced a higher quarterly dividend (raising the payout), which supports income investors and signals management confidence in cash flow. MarketBeat: Dividend News
• Positive Sentiment: Recent investor optimism and momentum pushed SCHW to fresh highs earlier this week, showing demand that could help stabilize the stock if AI fears subside. Yahoo: Investors’ Optimism
• Neutral Sentiment: CEO Rick Wurster is publicly downplaying AI risk and describing current uses of AI at Schwab, which may reassure some investors but hasn’t yet reversed the market reaction. MSN: CEO on AI
• Neutral Sentiment: Wurster reiterated that AI will augment, not replace, wealth managers in a Bloomberg interview — helpful context but short‑term market reaction remains driven by competitive headlines. Bloomberg Interview
• Negative Sentiment: The immediate catalyst for today’s decline: a new AI product from fintech firms (cited across outlets) sparked fears of fee compression and client flows away from traditional wealth managers, triggering a sectorwide sell‑off that hit Schwab. FT: Brokerage shares slide
• Negative Sentiment: High‑profile insider sales (Chairman Walter Bettinger and Director Christopher Dodds sold large blocks at ~$104) are being highlighted in the press and can amplify negative sentiment even if buys/sells follow personal liquidity plans. SEC Form 4 (Bettinger)
• Negative Sentiment: A former Schwab employee was found guilty of fraud and identity theft — a reputational/operational item to monitor, though it appears isolated and unlikely to drive long‑term fundamentals. Yahoo: Ex‑employee guilty

Insiders Place Their Bets

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 value of $792,766.10. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction 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 sale, the director directly owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 348,344 shares of company stock worth $36,259,555 in the last three months. Company insiders own 6.30% of the company’s stock.

Hedge Funds Weigh In On Charles Schwab

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC grew its holdings in shares of Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new position in shares of Charles Schwab during the 4th quarter worth approximately $26,000. Princeton Global Asset Management LLC acquired a new stake in shares of Charles Schwab in the second quarter valued at approximately $25,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab in the fourth quarter worth $28,000. Finally, West Branch Capital LLC acquired a new position in Charles Schwab during the third quarter worth $27,000. Institutional investors own 84.38% of the company’s stock.

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.