The Charles Schwab Corporation (NYSE:SCHW) Stock Now Rated “Moderate Buy” by Sell-Side Analysts

The Charles Schwab Corporation (NYSE:SCHW) has received an average rating of “Moderate Buy” from the twenty-four research firms that are currently covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell rating, five have assigned a hold rating and eighteen have issued a buy rating on the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $120.18.

A number of research analysts recently issued reports on SCHW shares. BMO Capital Markets decreased their price objective on shares of Charles Schwab from $105.00 to $97.00 and set a “market perform” rating for the company in a report on Monday. Compass Point increased their target price on shares of Charles Schwab from $135.00 to $136.00 and gave the stock a “buy” rating in a report on Tuesday, October 6th. Citizens Jmp reiterated a “market outperform” rating and issued a $120.00 target price on shares of Charles Schwab in a report on Friday, October 16th. UBS Group reduced their price target on shares of Charles Schwab from $113.00 to $109.00 and set a “buy” rating on the stock in a research report on Friday, October 16th. Finally, Weiss Ratings raised shares of Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, September 10th.

Charles Schwab Price Performance

Charles Schwab stock opened at $91.65 on Friday. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52. The firm has a market capitalization of $158.49 billion, a P/E ratio of 14.83, a PEG ratio of 0.81 and a beta of 0.79. The business has a 50-day moving average of $103.44 and a 200-day moving average of $98.13. Charles Schwab has a 1 year low of $83.96 and a 1 year high of $114.53.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The business had revenue of $7.17 billion for the quarter, compared to the consensus estimate of $7.18 billion. During the same period last year, the company posted $1.31 EPS. Charles Schwab’s revenue for the quarter was up 16.9% on a year-over-year basis. On average, equities analysts anticipate that Charles Schwab will post 6.42 EPS for the current year.

Insiders Place Their Bets

In related news, Director Paula Sneed sold 5,263 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $107.15, for a total transaction of $563,930.45. Following the sale, the director owned 91,711 shares of the company’s stock, valued at approximately $9,826,833.65. This trade represents a 5.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Jonathan Beatty sold 1,000 shares of Charles Schwab stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $111.33, for a total value of $111,330.00. Following the transaction, the insider owned 10,738 shares in the company, valued at approximately $1,195,461.54. This represents a 8.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 632,577 shares of company stock worth $68,214,123 over the last 90 days. 6.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Charles Schwab

A number of hedge funds have recently modified their holdings of the business. Vest Financial LLC increased its stake in Charles Schwab by 51.3% during the 3rd quarter. Vest Financial LLC now owns 616,370 shares of the financial services provider’s stock worth $60,244,000 after purchasing an additional 209,041 shares in the last quarter. Arwa LLC raised its holdings in Charles Schwab by 27.2% during the 3rd quarter. Arwa LLC now owns 4,091 shares of the financial services provider’s stock worth $392,000 after buying an additional 876 shares during the period. Axxcess Wealth Management LLC raised its holdings in Charles Schwab by 19.2% during the 3rd quarter. Axxcess Wealth Management LLC now owns 13,699 shares of the financial services provider’s stock worth $1,339,000 after buying an additional 2,202 shares during the period. Sowell Financial Services LLC lifted its stake in Charles Schwab by 98.7% in the third quarter. Sowell Financial Services LLC now owns 27,029 shares of the financial services provider’s stock valued at $2,642,000 after buying an additional 13,429 shares in the last quarter. Finally, Physician Wealth Advisors Inc. lifted its stake in Charles Schwab by 126.0% in the third quarter. Physician Wealth Advisors Inc. now owns 730 shares of the financial services provider’s stock valued at $71,000 after buying an additional 407 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
• Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
• Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
• Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
• Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
• Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
• Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
• Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.