The Charles Schwab Corporation (NYSE:SCHW) Receives $114.00 Consensus Target Price from Analysts

Shares of The Charles Schwab Corporation (NYSE:SCHW) have received a consensus rating of “Moderate Buy” from the twenty-three ratings firms that are covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, four have given a hold recommendation, seventeen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among brokers that have covered the stock in the last year is $114.00.

Several brokerages recently issued reports on SCHW. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $127.00 target price on shares of Charles Schwab in a research report on Friday, April 17th. Truist Financial lowered 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, April 1st. Keefe, Bruyette & Woods started coverage on Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price for the company. Finally, UBS Group lowered their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th.

Insider Transactions at Charles Schwab

In other news, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $95.12, for a total value of $1,510,886.08. Following the completion of the transaction, the insider directly owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. This trade represents a 30.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 471,268 shares of company stock worth $48,114,169. Corporate insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in SCHW. Norges Bank bought a new position in shares of Charles Schwab in the 4th quarter worth about $1,994,189,000. Primecap Management Co. CA increased its position in Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after buying an additional 2,174,381 shares in the last quarter. Focus Partners Wealth increased its position in Charles Schwab by 716.5% in the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock valued at $209,948,000 after buying an additional 1,844,095 shares in the last quarter. Mondrian Investment Partners LTD bought a new stake in Charles Schwab in the 3rd quarter valued at about $169,104,000. Finally, First Trust Advisors LP increased its position in Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after buying an additional 1,644,503 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

Charles Schwab Stock Up 0.4%

Shares of NYSE:SCHW opened at $91.16 on Friday. The firm has a market cap of $158.44 billion, a P/E ratio of 18.09, a P/E/G ratio of 0.72 and a beta of 0.90. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. Charles Schwab has a 12-month low of $79.47 and a 12-month high of $107.50. The business has a fifty day simple moving average of $93.91 and a 200 day simple moving average of $96.23.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.Charles Schwab’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the company earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts predict that Charles Schwab will post 5.98 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be given a $0.32 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Charles Schwab News Summary

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

• Positive Sentiment: Erste Group raised its FY2026 EPS forecast for Schwab to $6.01 (from $5.87), above consensus, signaling stronger-than-expected earnings momentum and supporting valuation. Erste Group raises FY2026 EPS estimate (MarketBeat)
• Positive Sentiment: Schwab’s own Modern Wealth Survey shows 57% of Americans find portfolios “too complex to manage alone,” which supports demand for Schwab’s advisory, managed-account and advice-led revenue streams over time. This is a structural growth argument for fee and asset-driven revenue. 57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
• Positive Sentiment: Schwab’s surveys also highlight rising teen interest in investing, pointing to potential long-term client acquisition and account growth as younger investors start earlier and stay in ecosystem services. Early Start, Long-Term Mindset: Teens Increasingly Interested in Investing
• Neutral Sentiment: Robinhood’s Q1 crypto-driven earnings weakness and sector comments on crypto revenue highlight continued volatility in brokerage crypto income; this is a mixed signal for Schwab—it may lose some industry fee growth if crypto stays weak but Schwab is less crypto-dependent than some peers. Robinhood Earnings Sink Shares Below Key Level, But New Market Is Thriving
• Neutral Sentiment: Schwab-published data that crypto comprises ~10% of the average American investor’s portfolio raises caution about portfolio risk concentration for some clients — important for advisors but not an immediate revenue shock for Schwab. 35% of Americans Hold Crypto. Here’s Why That Allocation Terrifies Financial Planners
• Negative Sentiment: TD Cowen trimmed its price target on SCHW (from $128 to $108) and lowered its 2026 outlook, a reminder that some sell-side firms see less upside than before; such target cuts can pressure sentiment and cap near-term upside. The Charles Schwab Corporation (SCHW) Capitalizing on Business Momentum & Diversified Model

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.