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

Charles Schwab (NYSE:SCHW) had its price target dropped by equities researchers at Barclays from $126.00 to $117.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the financial services provider’s stock. Barclays‘s target price suggests a potential upside of 22.01% from the company’s previous close.

A number of other brokerages also recently issued reports on SCHW. TD Cowen lifted their price target on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Piper Sandler boosted their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Keefe, Bruyette & Woods began coverage on Charles Schwab in a research note on Wednesday. They set an “outperform” rating and a $110.00 target price on the stock. Jefferies Financial Group dropped their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday. Finally, Truist Financial dropped their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $115.45.

Charles Schwab Stock Up 2.7%

Shares of NYSE:SCHW traded up $2.56 on Wednesday, reaching $95.90. The company had a trading volume of 4,729,332 shares, compared to its average volume of 10,544,421. Charles Schwab has a 52-week low of $67.60 and a 52-week high of $107.50. The firm’s 50 day simple moving average is $96.05 and its 200-day simple moving average is $96.30. The firm has a market capitalization of $166.68 billion, a PE ratio of 20.57, a PEG ratio of 0.78 and a beta of 0.90. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the business posted $1.01 EPS. The business’s revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts expect that Charles Schwab will post 4.22 earnings per share for the current fiscal year.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 6,126 shares of Charles Schwab stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the sale, the insider owned 29,866 shares of the company’s stock, valued at approximately $2,825,622.26. The trade was a 17.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the sale, the director directly 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 a total of 413,568 shares of company stock worth $42,435,038 in the last quarter. 6.30% of the stock is owned by insiders.

Hedge Funds Weigh In On Charles Schwab

Several institutional investors and hedge funds have recently modified their holdings of SCHW. Dogwood Wealth Management LLC lifted its holdings in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares during the period. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the 4th quarter valued at about $26,000. West Branch Capital LLC acquired a new position in shares of Charles Schwab in the 3rd quarter valued at about $27,000. GoalVest Advisory LLC acquired a new position in shares of Charles Schwab in the 4th quarter valued at about $28,000. Finally, Beacon Financial Strategies CORP acquired a new position in shares of Charles Schwab in the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

More Charles Schwab News

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

• Positive Sentiment: New sell‑side support: Keefe, Bruyette & Woods initiated coverage with an “outperform” and $110 price target (~15% upside vs. current levels), signaling institutional conviction in Schwab’s growth and margin outlook. Keefe, Bruyette & Woods Coverage
• Positive Sentiment: Strong buy‑side reinforcement: Truist reiterated a $122 price target and highlighted durable revenue drivers, supporting upside expectations and investor confidence in SCHW’s medium‑term earnings power. Here’s What Truist Thinks About Charles Schwab Corporation (SCHW)
• Positive Sentiment: Jefferies remains constructive after trimming its price target to $118 (still a “buy”), which helps underpin analyst support despite modest model changes. Jefferies Price Target Update
• Positive Sentiment: Product expansion: Schwab is rolling out direct spot Bitcoin and Ethereum trading via Schwab Crypto (phased rollout, waitlist). This broadens product scope, could attract/retain clients and fee opportunities if adoption scales. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Client behavior: Schwab’s STAX trading activity index saw its biggest monthly drop since May 2025, reflecting lower retail trading amid geopolitical volatility — a potential near‑term headwind for trading‑related revenue but not a structural change. STAX Score Sees Steepest Monthly Drop
• Neutral Sentiment: Market commentary: Schwab analysts caution Asian and European equities may not regain prior outperformance after the war — guidance that influences asset allocation views but is more macro than company‑specific. Charles Schwab Warns That Asian and European Stocks May Not Resume Their Outperformance
• Negative Sentiment: Regulatory/legal hit: A FINRA arbitrator awarded consumer damages and fees against Schwab for Electronic Funds Transfer Act violations — a reputational and financial risk that could raise compliance costs and investor caution. FINRA Arbitrator Awards Consumer Damages
• Negative Sentiment: Local real‑estate/operational PR: Schwab exited a downtown Portland site, drawing local headlines about decamping — minor for corporate fundamentals but negative for ESG/PR sentiment in the short term. Schwab Bails on Downtown Portland
• Negative Sentiment: Analyst tweak: Erste Group trimmed its FY2027 EPS view slightly (from $6.85 to $6.82) — a small downgrade but a reminder earnings estimates remain sensitive to trading volumes and net interest dynamics.

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.