The Charles Schwab Corporation (NYSE:SCHW) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of The Charles Schwab Corporation (NYSE:SCHW) have earned a consensus recommendation of “Moderate Buy” from the twenty-two brokerages that are covering the stock, MarketBeat.com reports. One analyst has rated the stock with a sell rating, four have assigned a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $115.8421.

SCHW has been the topic of several analyst reports. Morgan Stanley increased their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. UBS Group boosted their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Finally, Truist Financial decreased their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday.

Charles Schwab Stock Performance

SCHW stock opened at $93.95 on Tuesday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $163.29 billion, a price-to-earnings ratio of 20.16, a P/E/G ratio of 0.78 and a beta of 0.90. Charles Schwab has a 12 month low of $65.88 and a 12 month high of $107.50. The firm has a 50 day moving average of $96.46 and a two-hundred day moving average of $96.28.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter last year, the firm earned $1.01 EPS. Charles Schwab’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. As a group, equities analysts anticipate that Charles Schwab will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 27.47%.

Insiders Place Their Bets

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the sale, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total value of $16,879,801.80. Following the completion of the sale, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. This represents a 23.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 413,568 shares of company stock worth $42,435,038 in the last ninety days. 6.30% of the stock is owned by insiders.

Hedge Funds Weigh In On Charles Schwab

Large investors have recently made changes to their positions in the business. Dogwood Wealth Management LLC grew its holdings in Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares during the last quarter. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab during the fourth quarter worth approximately $26,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab in the third quarter valued at approximately $27,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab in the fourth quarter valued at approximately $28,000. Finally, Beacon Financial Strategies CORP acquired a new stake in shares of Charles Schwab in the fourth quarter worth $29,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab plans to launch spot Bitcoin and Ethereum trading in H1 2026 via a “Schwab Crypto” offering and its Premier Bank platform; rollout will be phased (employees → invited clients → public). Investors view this as a material new product that could drive trading revenue, attract younger/digital-native clients, and keep Schwab competitive with other incumbents entering crypto. Schwab plans spot bitcoin, ether trading launch in first half of 2026 $12 trillion Charles Schwab expected to debut spot Bitcoin, Ethereum trading this quarter
• Positive Sentiment: Multiple outlets confirm the direct crypto trading service (“Schwab Crypto”) will enable clients to buy/sell BTC and ETH directly — a capability that can increase client engagement and generate fee/interest income over time. Charles Schwab To Offer Direct Bitcoin, Ethereum Trading With ‘Schwab Crypto’ Account
• Positive Sentiment: Schwab-backed EDX Markets applied for a national trust bank charter — a sign of Schwab’s broader investments in crypto infrastructure that could support institutional flows and ecosystem services over time. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Neutral Sentiment: Product & customer expansion initiatives continue: Schwab launched a Teen Investor account (targeting 13–17-year-olds) and remains acquisitive (e.g., Forge Global buy). These moves help long-term client acquisition but are gradual in revenue impact. Assessing Charles Schwab’s (SCHW) Valuation After Launch Of The Schwab Teen Investor Account
• Neutral Sentiment: Corporate philanthropy and hiring moves (foundation grants; former CISO moving to industry) are operational/PR items that don’t materially move near-term earnings. Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
• Negative Sentiment: Truist cut its price target on SCHW to $120, and at least one analyst reduced coverage recently — analyst downgrades/target cuts can pressure sentiment and explain idiosyncratic weakness earlier in the week. Truist Financial Lowers Charles Schwab (NYSE:SCHW) Price Target to $120.00 Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Macro/regional risk: a Bank of America note warns that retail brokers could see lower client engagement and organic growth amid fallout from the Middle East conflict — a headwind for fee and trading volumes if client activity falls. Retail Brokers Could See Lower Engagement, Organic Growth Amid Fallout From Middle East Conflict, BofA Says

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.