The Charles Schwab Corporation (NYSE:SCHW) Receives $115.95 Consensus PT from Analysts

The Charles Schwab Corporation (NYSE:SCHW) has received an average rating of “Moderate Buy” from the twenty-two research firms that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, five have given a hold rating, fifteen have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $115.9474.

A number of research firms have commented on SCHW. Bank of America lifted their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Truist Financial raised their price target on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Piper Sandler increased their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Charles Schwab Stock Performance

Shares of SCHW opened at $95.20 on Friday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a market cap of $166.81 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The company’s 50 day simple moving average is $99.75 and its 200-day simple moving average is $96.45. Charles Schwab has a 12-month low of $65.88 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. The firm 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 21.97%. Charles Schwab’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts predict that Charles Schwab will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 67,514 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.25, for a total value of $7,038,334.50. Following the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at approximately $55,184,320.50. The trade was a 11.31% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Nigel J. Murtagh sold 7,203 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $681,475.83. Following the transaction, the insider owned 57,972 shares of the company’s stock, valued at approximately $5,484,730.92. The trade was a 11.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 415,568 shares of company stock valued at $42,639,058. Corporate insiders own 6.30% of the company’s stock.

Institutional Trading of Charles Schwab

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Dogwood Wealth Management LLC raised its holdings in 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 purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank purchased a new stake in Charles Schwab in the 4th quarter valued at approximately $26,000. West Branch Capital LLC acquired a new position in Charles Schwab during the 3rd quarter worth approximately $27,000. GoalVest Advisory LLC acquired a new position in Charles Schwab during the 4th quarter worth approximately $28,000. Finally, Beacon Financial Strategies CORP purchased a new position in shares of Charles Schwab during the 4th quarter worth approximately $29,000. Hedge funds and other 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.