Charles Schwab (NYSE:SCHW) Research Coverage Started at Keefe, Bruyette & Woods

Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab (NYSE:SCHW) in a research note released on Wednesday, MarketBeat Ratings reports. The firm issued an outperform rating and a $110.00 price objective on the financial services provider’s stock.

A number of other equities research analysts have also weighed in on the stock. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Piper Sandler lifted their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. TD Cowen lifted their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Citizens Jmp lifted their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.50.

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $94.81 on Wednesday. The firm has a market cap of $164.79 billion, a PE ratio of 20.35, a price-to-earnings-growth ratio of 0.80 and a beta of 0.90. Charles Schwab has a 12-month low of $72.80 and a 12-month high of $107.50. The company’s fifty day simple moving average is $95.61 and its two-hundred day simple moving average is $96.31. 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 (NYSE:SCHW) last issued its quarterly earnings data 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 firm had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same period last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts expect that Charles Schwab will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The company also recently declared 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 boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio is presently 27.47%.

Insider Buying and Selling at Charles Schwab

In related news, insider Dennis Howard sold 10,108 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total transaction of $956,216.80. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at $990,462. The trade was a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Chairman Walter W. Bettinger sold 67,514 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.25, for a total value of $7,038,334.50. Following the completion of the sale, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 413,568 shares of company stock valued at $42,435,038 over the last three months. 6.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Dogwood Wealth Management LLC lifted its holdings in shares of Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new position in shares of Charles Schwab during the fourth quarter valued at $26,000. West Branch Capital LLC bought a new position in shares of Charles Schwab during the third quarter valued at $27,000. GoalVest Advisory LLC bought a new position in shares of Charles Schwab during the fourth quarter valued at $28,000. Finally, Beacon Financial Strategies CORP bought a new position in shares of Charles Schwab during the fourth quarter valued at $29,000. 84.38% of the stock is owned by institutional investors.

More Charles Schwab News

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

• Positive Sentiment: Morgan Stanley highlighted exchanges and brokers including Charles Schwab as defensive picks, which supports demand for SCHW as a lower-volatility financial exposure. CME, Nasdaq, Charles Schwab Cited as Defensive Picks Among Exchanges, Brokers, Morgan Stanley Says
• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of SCHW, an event that often boosts visibility and can attract new institutional interest. Charles Schwab (NYSE:SCHW) Coverage Initiated at Keefe, Bruyette & Woods
• Positive Sentiment: Zacks highlights that Schwab’s earnings are expected to grow and frames the setup for a likely beat, which could support the stock if results meet or exceed expectations. The Charles Schwab Corporation (SCHW) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Morgan Stanley lowered its price target from $148 to $135 but kept an “overweight” rating — still bullish on the name long term even as their near-term valuation was trimmed. Morgan Stanley price target note (Benzinga)
• Neutral Sentiment: UBS cut its target from $125 to $119 but retained a “buy” rating; mixed signals as price targets come down while conviction remains. UBS lowers Schwab price target (Benzinga)
• Neutral Sentiment: Analysts are reworking models and trimmed a modeled fair value slightly (from ~$120.32 to ~$118), reflecting debate over execution and sector outlook rather than a consensus downgrade. How The Charles Schwab (SCHW) Story Is Evolving As Analysts Rework Targets And Assumptions
• Neutral Sentiment: Schwab research on crypto allocations (bitcoin up to ~22.4% in some portfolios) is product/research-driven and may influence long-term asset flows rather than immediate stock moves. Charles Schwab Identifies 2 Crypto Allocation Approaches Driving Bitcoin Weights as High as 22.4%
• Neutral Sentiment: Feature/retrospective pieces on Schwab’s long-term returns and growth interest investors but are less likely to move the stock immediately. If You Invested $1000 in The Charles Schwab Corporation a Decade Ago, This is How Much It’d Be Worth Now
• Negative Sentiment: Erste Group cut its FY2027 EPS estimate for SCHW, a direct hit to near-term earnings expectations and a clear negative for the share price. Charles Schwab FY2027 EPS Estimate Cut by Erste Group Bank
• Negative Sentiment: Operational actions such as the planned closure of the downtown Portland branch are minor but add to headlines about cost/footprint adjustments. Charles Schwab to close downtown Portland branch

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.