Charles Schwab (NYSE:SCHW) Stock Gets Price Target Reduction from BMO Capital Markets

Charles Schwab (NYSE:SCHW) had its target price cut by BMO Capital Markets from $105.00 to $97.00 in a report issued on Monday,Benzinga reports. They currently have a market perform rating on the financial services provider’s stock.

SCHW has been the subject of a number of other reports. Evercore reaffirmed a “hold” rating on shares of Charles Schwab in a report on Thursday, October 15th. Keefe, Bruyette & Woods reiterated an “outperform” rating and issued a $111.00 price objective (up from $109.00) on shares of Charles Schwab in a report on Friday, October 16th. Compass Point began coverage on shares of Charles Schwab in a report on Monday, August 3rd. They issued a “buy” rating and a $135.00 price objective on the stock. Deutsche Bank Aktiengesellschaft set a $125.00 price objective on shares of Charles Schwab and gave the company a “buy” rating in a research report on Friday, October 16th. Finally, Barclays lowered their target price on Charles Schwab from $118.00 to $115.00 and set an “overweight” rating for the company in a research note on Friday, October 16th. Eighteen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $120.18.

Charles Schwab Stock Up 0.8%

Shares of NYSE:SCHW opened at $91.65 on Monday. 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 has a 52-week low of $83.96 and a 52-week high of $114.53. The company has a 50 day moving average of $103.44 and a two-hundred day moving average of $98.13. The company has a market capitalization of $158.49 billion, a price-to-earnings ratio of 14.83, a price-to-earnings-growth ratio of 0.81 and a beta of 0.79.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The company had revenue of $7.17 billion for the quarter, compared to analyst estimates of $7.18 billion. During the same quarter last year, the firm posted $1.31 earnings per share. The business’s quarterly revenue was up 16.9% on a year-over-year basis. As a group, analysts forecast that Charles Schwab will post 6.42 earnings per share for the current fiscal year.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Director Paula A. Sneed sold 5,263 shares of the firm’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $107.15, for a total transaction of $563,930.45. Following the completion of the transaction, the director directly owned 91,711 shares of the company’s stock, valued at $9,826,833.65. This trade represents a 5.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Dennis Howard sold 2,198 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.00, for a total transaction of $241,780.00. Following the transaction, the insider directly owned 6,980 shares of the company’s stock, valued at approximately $767,800. This represents a 23.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 632,577 shares of company stock valued at $68,214,123 over the last ninety days. 6.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Charles Schwab

Hedge funds and other institutional investors have recently modified their holdings of the stock. Vest Financial LLC raised its stake in Charles Schwab by 51.3% during the third quarter. Vest Financial LLC now owns 616,370 shares of the financial services provider’s stock valued at $60,244,000 after buying an additional 209,041 shares in the last quarter. Arwa LLC grew its position in shares of Charles Schwab by 27.2% in the 3rd quarter. Arwa LLC now owns 4,091 shares of the financial services provider’s stock worth $392,000 after acquiring an additional 876 shares in the last quarter. Axxcess Wealth Management LLC grew its position in shares of Charles Schwab by 19.2% in the 3rd quarter. Axxcess Wealth Management LLC now owns 13,699 shares of the financial services provider’s stock worth $1,339,000 after acquiring an additional 2,202 shares in the last quarter. Sowell Financial Services LLC increased its holdings in shares of Charles Schwab by 98.7% in the 3rd quarter. Sowell Financial Services LLC now owns 27,029 shares of the financial services provider’s stock valued at $2,642,000 after acquiring an additional 13,429 shares during the last quarter. Finally, Physician Wealth Advisors Inc. increased its holdings in shares of Charles Schwab by 126.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 730 shares of the financial services provider’s stock valued at $71,000 after acquiring an additional 407 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
• Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
• Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
• Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
• Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
• Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
• Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
• Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.