TD Cowen Issues Positive Forecast for Charles Schwab (NYSE:SCHW) Stock Price

Charles Schwab (NYSE:SCHW) had its price objective increased by equities research analysts at TD Cowen from $135.00 to $138.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the financial services provider’s stock. TD Cowen’s price target would indicate a potential upside of 32.24% from the company’s previous close.

Several other research firms also recently issued reports on SCHW. BMO Capital Markets began coverage on Charles Schwab in a research note on Friday, October 3rd. They set an “outperform” rating and a $110.00 price target for the company. Barclays set a $125.00 target price on Charles Schwab in a research report on Thursday. Truist Financial set a $122.00 price target on shares of Charles Schwab in a research report on Thursday. Piper Sandler upped their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods lifted their target price on shares of Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $115.60.

Charles Schwab Stock Up 2.5%

SCHW stock traded up $2.57 during trading hours on Thursday, hitting $104.36. The company’s stock had a trading volume of 5,549,770 shares, compared to its average volume of 8,772,135. The stock has a 50 day moving average price of $97.50 and a two-hundred day moving average price of $95.75. Charles Schwab has a 12 month low of $65.88 and a 12 month high of $105.81. The company has a market capitalization of $185.43 billion, a PE ratio of 24.46, a price-to-earnings-growth ratio of 0.69 and a beta of 0.94. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) 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 analyst estimates of $6.19 billion. Charles Schwab had a net margin of 35.93% and a return on equity of 21.02%. Charles Schwab’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts expect that Charles Schwab will post 4.22 earnings per share for the current year.

Insider Buying and Selling

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the sale, the insider owned 11,923 shares in the company, valued at approximately $1,168,454. This trade represents a 20.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 bought and sold shares of the business. Princeton Global Asset Management LLC bought a new stake in Charles Schwab in the second quarter valued at about $25,000. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the 4th quarter worth approximately $26,000. RMG Wealth Management LLC bought a new position in shares of Charles Schwab during the 2nd quarter worth approximately $27,000. West Branch Capital LLC acquired a new stake in Charles Schwab in the 3rd quarter valued at $27,000. Finally, GoalVest Advisory LLC bought a new stake in Charles Schwab in the fourth quarter valued at $28,000. Institutional investors own 84.38% of the company’s stock.

More Charles Schwab News

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

• Positive Sentiment: Q4 results showed strength: Schwab reported quarterly EPS above consensus and revenue that topped estimates, with net income and year‑over‑year revenue growth cited in the company release. This beat underpins today’s bullishness. Company Press Release
• Positive Sentiment: Management raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance to roughly $26.2–$26.4B, both above Street consensus — a clear catalyst for upward re‑rating. InvestmentNews
• Positive Sentiment: Operational momentum: Schwab reported record assets (~$11.9T) and a large jump in trading volumes and net new assets, which supports higher fee and interest income going forward. Benzinga
• Positive Sentiment: Strategic growth: Schwab signaled plans to expand RIA lending capabilities — a product push that could deepen client relationships and increase fee/credit revenue over time. WealthManagement
• Neutral Sentiment: Management commentary and conference‑call materials (CEO interviews and a winter business update transcript) provide color on client engagement and strategy but contain no major surprises. Seeking Alpha
• Neutral Sentiment: Local philanthropy (a gift to a university financial planning clinic) is positive PR but unlikely to move the stock materially. TheBatt
• Negative Sentiment: Some outlets flag that net revenue metrics or certain top‑line components missed expectations and that expenses rose — concerns that could cap upside or cause short‑term profit taking despite the overall beat. Bloomberg
• Negative Sentiment: Conflicting headlines about whether earnings “missed” or “beat” could create volatility as investors parse different metrics and analyst takes. Barron’s

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.