Charles Schwab (NYSE:SCHW) Given New $119.00 Price Target at UBS Group

Charles Schwab (NYSE:SCHW) had its price target lowered by UBS Group from $125.00 to $119.00 in a research note issued to investors on Wednesday,Benzinga reports. UBS Group currently has a buy rating on the financial services provider’s stock.

SCHW has been the topic of a number of other research reports. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday. They issued an “outperform” rating and a $110.00 price target on the stock. TD Cowen raised their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Raymond James Financial reissued an “outperform” rating and issued a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 price target on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, Citizens Jmp raised their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. One 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 MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $115.15.

Charles Schwab Price Performance

SCHW stock opened at $96.72 on Wednesday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. Charles Schwab has a 52 week low of $67.60 and a 52 week high of $107.50. The firm’s fifty day moving average is $95.92 and its 200 day moving average is $96.30. The firm has a market cap of $168.11 billion, a P/E ratio of 20.76, a P/E/G ratio of 0.78 and a beta of 0.90.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm earned $1.01 EPS. The firm’s quarterly 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. Research analysts predict that Charles Schwab will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

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

Insider Transactions at Charles Schwab

In other news, insider Paul V. Woolway sold 6,126 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the completion of the sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,825,622.26. This trade represents a 17.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Charles Schwab

Several institutional investors and hedge funds have recently modified their holdings of the stock. Souders Financial Advisors lifted its position in shares of Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after purchasing an additional 98 shares during the period. Lantz Financial LLC lifted its position in shares of Charles Schwab by 3.1% in the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares during the period. Roberts Wealth Advisors LLC lifted its position in Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after acquiring an additional 105 shares during the period. Essex Financial Services Inc. lifted its position in Charles Schwab by 0.8% during the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after acquiring an additional 105 shares during the period. Finally, ZWJ Investment Counsel Inc. lifted its position in Charles Schwab by 4.6% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after acquiring an additional 106 shares during the period. 84.38% of the stock is owned by hedge funds and other institutional investors.

More Charles Schwab News

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

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.