Charles Schwab (NYSE:SCHW) Price Target Lowered to $117.00 at Barclays

Charles Schwab (NYSE:SCHW) had its price objective trimmed by Barclays from $126.00 to $117.00 in a report published on Wednesday morning,Benzinga reports. The firm currently has an overweight rating on the financial services provider’s stock.

A number of other research firms have also weighed in on SCHW. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research report on Monday, January 12th. Jefferies Financial Group dropped their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Bank of America upped their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Finally, Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a research report on Wednesday. They issued an “outperform” rating and a $110.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.15.

Charles Schwab Stock Performance

SCHW opened at $96.72 on Wednesday. The firm has a market cap of $168.11 billion, a P/E ratio of 20.76, a PEG ratio of 0.78 and a beta of 0.90. Charles Schwab has a 1-year low of $67.60 and a 1-year high of $107.50. The company has a 50 day simple moving average of $95.92 and a two-hundred day simple moving average of $96.30. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates 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 37.01% and a return on equity of 21.97%. The company’s revenue was up 18.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts forecast that Charles Schwab will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

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

Insider Activity

In related news, insider Dennis Howard sold 27,903 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 413,568 shares of company stock valued at $42,435,038 in the last quarter. Company insiders own 6.30% of the company’s stock.

Institutional Investors Weigh In On Charles Schwab

A number of hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in Charles Schwab by 0.3% during the third quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock valued at $14,471,840,000 after purchasing an additional 403,133 shares in the last quarter. State Street Corp raised its stake in Charles Schwab by 1.0% during the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after purchasing an additional 691,671 shares in the last quarter. Geode Capital Management LLC raised its stake in Charles Schwab by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after purchasing an additional 98,242 shares in the last quarter. Franklin Resources Inc. raised its stake in Charles Schwab by 0.3% during the fourth quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after purchasing an additional 78,020 shares in the last quarter. Finally, Primecap Management Co. CA raised its stake in Charles Schwab by 9.7% during the fourth quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after purchasing an additional 2,066,884 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: New analyst coverage and upgrades: Keefe, Bruyette & Woods started coverage with an “outperform” and $110 target, and an analyst initiation was cited as the reason for a near-4% intraday bump. These actions increase buy-side visibility and signal conviction in Schwab’s growth cadence. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Positive Sentiment: Product expansion: Schwab announced a phased rollout of direct spot Bitcoin and Ethereum trading for brokerage clients — a strategic revenue and engagement lever that could attract new/younger clients and increase trading flows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Price-target adjustments but continued positive ratings: UBS trimmed its PT to $119 (still a “buy”) and Barclays trimmed to $117 (still “overweight”) — both imply meaningful upside despite the cuts, so they temper but don’t reverse the buy-side narrative. Benzinga
• Neutral Sentiment: Mixed analyst views: Truist has reiterated a $122 target highlighting revenue drivers, while Erste slightly trimmed FY2027 EPS estimates — small forecast tweaks that are unlikely to materially change the long-term thesis. Here’s What Truist Thinks About Charles Schwab
• Negative Sentiment: Legal/operational headwinds: A FINRA arbitrator awarded consumer damages related to Electronic Funds Transfer Act violations — a near-term reputational and potential cost risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Strategic/real-estate pullback: Coverage notes Schwab is exiting a downtown Portland office, which highlights isolated operational adjustments and potential one-time costs or local PR issues. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag
• Negative Sentiment: Bearish research: Jefferies published a pessimistic forecast for SCHW, adding downside risk if their macro/asset-growth concerns materialize. Jefferies Financial Group Issues Pessimistic Forecast for Charles Schwab

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.