Charles Schwab (SCHW) – Investment Analysts’ Recent Ratings Updates

Charles Schwab (NYSE: SCHW) has recently received a number of price target changes and ratings updates:

• 1/27/2025 – Charles Schwab had its price target raised by analysts at UBS Group AG from $90.00 to $95.00. They now have a “buy” rating on the stock.
• 1/22/2025 – Charles Schwab was upgraded by analysts at Wells Fargo & Company from an “equal weight” rating to an “overweight” rating. They now have a $93.00 price target on the stock, up previously from $89.00.
• 1/22/2025 – Charles Schwab had its price target raised by analysts at Barclays PLC from $95.00 to $96.00. They now have an “overweight” rating on the stock.
• 1/22/2025 – Charles Schwab had its price target raised by analysts at Citigroup Inc. from $80.00 to $85.00. They now have a “neutral” rating on the stock.
• 1/22/2025 – Charles Schwab had its “buy” rating reaffirmed by analysts at Truist Financial Co.. They now have a $90.00 price target on the stock, up previously from $86.00.
• 1/22/2025 – Charles Schwab had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $98.00 to $105.00. They now have a “buy” rating on the stock.
• 1/17/2025 – Charles Schwab had its price target lowered by analysts at Redburn Partners from $70.00 to $68.00. They now have a “sell” rating on the stock.
• 1/17/2025 – Charles Schwab had its price target raised by analysts at Morgan Stanley from $74.00 to $84.00. They now have an “equal weight” rating on the stock.
• 1/14/2025 – Charles Schwab had its price target lowered by analysts at Wells Fargo & Company from $90.00 to $89.00. They now have an “equal weight” rating on the stock.
• 1/10/2025 – Charles Schwab had its price target lowered by analysts at Citigroup Inc. from $85.00 to $80.00. They now have a “neutral” rating on the stock.
• 1/7/2025 – Charles Schwab had its price target raised by analysts at JPMorgan Chase & Co. from $87.00 to $93.00. They now have an “overweight” rating on the stock.
• 1/7/2025 – Charles Schwab had its price target raised by analysts at Piper Sandler from $65.00 to $70.00. They now have a “neutral” rating on the stock.
• 1/6/2025 – Charles Schwab was upgraded by analysts at Truist Financial Co. to a “strong-buy” rating.
• 12/20/2024 – Charles Schwab had its price target raised by analysts at Keefe, Bruyette & Woods from $81.00 to $93.00. They now have an “outperform” rating on the stock.
• 12/12/2024 – Charles Schwab had its price target raised by analysts at Wells Fargo & Company from $75.00 to $90.00. They now have an “equal weight” rating on the stock.
• 12/9/2024 – Charles Schwab was upgraded by analysts at Barclays PLC from an “equal weight” rating to an “overweight” rating. They now have a $95.00 price target on the stock, up previously from $74.00.
• 12/9/2024 – Charles Schwab had its “market outperform” rating reaffirmed by analysts at JMP Securities. They now have a $94.00 price target on the stock, up previously from $84.00.
• 12/9/2024 – Charles Schwab had its price target raised by analysts at Jefferies Financial Group Inc. from $84.00 to $94.00. They now have a “buy” rating on the stock.

Charles Schwab Price Performance

Shares of SCHW stock opened at $81.90 on Wednesday. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 0.59. The firm has a market capitalization of $145.75 billion, a price-to-earnings ratio of 27.39, a PEG ratio of 1.01 and a beta of 0.99. The firm’s 50 day moving average is $77.99 and its 200-day moving average is $71.36. The Charles Schwab Co. has a 1 year low of $61.01 and a 1 year high of $83.84.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Tuesday, January 21st. The financial services provider reported $1.01 EPS for the quarter, beating analysts’ consensus estimates of $0.90 by $0.11. The firm had revenue of $5.33 billion for the quarter, compared to analyst estimates of $5.19 billion. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The business’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period last year, the company earned $0.68 EPS. Sell-side analysts forecast that The Charles Schwab Co. will post 4.18 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Shareholders of record on Friday, February 14th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Friday, February 14th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a yield of 1.32%. Charles Schwab’s dividend payout ratio is presently 33.44%.

Insider Activity

In related news, insider Jonathan S. Beatty sold 2,500 shares of Charles Schwab stock in a transaction on Monday, November 11th. The stock was sold at an average price of $77.02, for a total transaction of $192,550.00. Following the completion of the sale, the insider now directly owns 18,069 shares of the company’s stock, valued at $1,391,674.38. The trade was a 12.15 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Arun Sarin sold 8,548 shares of the stock in a transaction dated Thursday, January 23rd. The shares were sold at an average price of $81.82, for a total value of $699,397.36. Following the completion of the transaction, the director now directly owns 18,617 shares in the company, valued at $1,523,242.94. The trade was a 31.47 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 50,014 shares of company stock valued at $4,052,281. 6.60% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Charles Schwab

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Merit Financial Group LLC lifted its holdings in Charles Schwab by 230.1% during the fourth quarter. Merit Financial Group LLC now owns 33,546 shares of the financial services provider’s stock worth $2,483,000 after acquiring an additional 23,383 shares in the last quarter. Benjamin Edwards Inc. lifted its holdings in shares of Charles Schwab by 2,840.7% during the 3rd quarter. Benjamin Edwards Inc. now owns 6,146 shares of the financial services provider’s stock valued at $398,000 after purchasing an additional 5,937 shares in the last quarter. Synovus Financial Corp grew its position in shares of Charles Schwab by 46.0% in the 3rd quarter. Synovus Financial Corp now owns 67,889 shares of the financial services provider’s stock valued at $4,400,000 after purchasing an additional 21,377 shares during the period. Oregon Pacific Wealth Management LLC bought a new stake in Charles Schwab during the 4th quarter worth approximately $688,000. Finally, Golden State Equity Partners raised its holdings in Charles Schwab by 293.9% during the 4th quarter. Golden State Equity Partners now owns 12,207 shares of the financial services provider’s stock worth $903,000 after buying an additional 9,108 shares during the period. 84.38% of the stock is owned by institutional investors.

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.