Charles Schwab (NYSE:SCHW) Receives “Outperform” Rating from Keefe, Bruyette & Woods

Charles Schwab (NYSE:SCHW)‘s stock had its “outperform” rating reissued by analysts at Keefe, Bruyette & Woods in a report issued on Wednesday,Benzinga reports. They currently have a $110.00 target price on the financial services provider’s stock. Keefe, Bruyette & Woods’ price target would suggest a potential upside of 14.35% from the company’s previous close.

SCHW has been the subject of several other research reports. Bank of America boosted their price objective on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. Barclays boosted their price objective on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Truist Financial decreased their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Finally, Piper Sandler boosted their price objective on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $115.90.

Charles Schwab Stock Performance

Shares of SCHW opened at $96.20 on Wednesday. The stock has a 50-day moving average of $96.05 and a two-hundred day moving average of $96.30. Charles Schwab has a one year low of $67.60 and a one year high of $107.50. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The stock has a market cap of $167.20 billion, a P/E ratio of 20.63, a P/E/G ratio of 0.78 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping 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 company had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the firm posted $1.01 EPS. The firm’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, research analysts predict that Charles Schwab will post 4.22 EPS for the current year.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the director directly owned 449,406 shares in the company, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 413,568 shares of company stock worth $42,435,038 over the last quarter. Company insiders own 6.30% of the company’s stock.

Hedge Funds Weigh In On Charles Schwab

Institutional investors have recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in Charles Schwab in the 4th quarter valued at $1,994,189,000. Primecap Management Co. CA grew its holdings in Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after buying an additional 2,174,381 shares in the last quarter. Focus Partners Wealth grew its holdings in Charles Schwab by 716.5% in the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock valued at $209,948,000 after buying an additional 1,844,095 shares in the last quarter. Mondrian Investment Partners LTD purchased a new stake in Charles Schwab in the 3rd quarter valued at $169,104,000. Finally, First Trust Advisors LP grew its holdings in Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after buying an additional 1,644,503 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab confirmed a phased launch of direct spot Bitcoin and Ether trading for brokerage clients, expanding beyond ETFs and futures — a strategic product extension that could drive new client engagement, trading revenue and custody flows as adoption grows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Positive Sentiment: Truist reiterated its positive view and $122 price target, calling Schwab a cheap stock with strong revenue-growth drivers — analyst support like this can underpin investor sentiment even as other shops trim forecasts. Here’s What Truist Thinks About Charles Schwab Corporation (SCHW)
• Neutral Sentiment: Jefferies trimmed its price target slightly (reported cut from $122 to $118) but maintained a Buy — a modest revision that tempers upside expectations without changing the overall positive rating. Benzinga
• Neutral Sentiment: Erste Group nudged its FY2027 EPS estimate down a hair (from $6.85 to $6.82). The move is small and appears more like fine‑tuning than a major change to the earnings outlook.
• Negative Sentiment: Schwab’s proprietary STAX trading-activity index fell in March (largest monthly drop since May 2025), signaling weaker retail trading — lower client activity can pressure commission/transaction revenue and hurt near-term growth. Schwab Trading Activity Index™: STAX Score Sees Steepest Monthly Drop Since May 2025
• Negative Sentiment: A FINRA arbitrator awarded consumer damages and fees against Schwab for alleged Electronic Funds Transfer Act violations — a regulatory/legal outcome that adds near-term costs and reputational risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Schwab is exiting a downtown Portland lease, drawing local headlines about office decamps — likely a small, one‑off occupancy/termination cost and a signal of selective real estate consolidation. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag

Charles Schwab Company Profile

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.