Charles Schwab (NYSE:SCHW) Given “Market Outperform” Rating at Citizens Jmp

Charles Schwab (NYSE:SCHW)‘s stock had its “market outperform” rating reaffirmed by equities research analysts at Citizens Jmp in a research note issued to investors on Friday, Benzinga reports. They presently have a $120.00 target price on the financial services provider’s stock. Citizens Jmp’s price target would indicate a potential upside of 27.09% from the stock’s previous close.

A number of other analysts have also recently issued reports on the stock. Bank of America raised their target price on shares of Charles Schwab from $91.00 to $95.00 and gave the stock an “underperform” rating in a research note on Monday, October 5th. Compass Point began coverage on shares of Charles Schwab in a research note on Monday, August 3rd. They issued a “buy” rating and a $135.00 price target on the stock. TD Cowen upped their price target on shares of Charles Schwab from $128.00 to $129.00 and gave the company a “buy” rating in a research note on Monday. Barclays set a $115.00 price target on shares of Charles Schwab in a report on Friday. Finally, Jefferies Financial Group set a $120.00 price objective on shares of Charles Schwab in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $119.00.

Charles Schwab Stock Down 2.5%

SCHW opened at $94.42 on Friday. Charles Schwab has a 1-year low of $83.96 and a 1-year high of $114.53. The stock’s fifty day simple moving average is $104.81 and its 200 day simple moving average is $98.19. 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 stock has a market cap of $163.28 billion, a PE ratio of 17.17, a price-to-earnings-growth ratio of 0.82 and a beta of 0.79.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Thursday, October 15th. The financial services provider reported $1.69 EPS for the quarter, topping analysts’ consensus estimates of $1.66 by $0.03. Charles Schwab had a net margin of 38.79% and a return on equity of 24.53%. The firm had revenue of $7.17 billion during the quarter, compared to analysts’ expectations of $7.18 billion. During the same period in the previous year, the business posted $1.31 earnings per share. The company’s revenue for the quarter was up 16.9% compared to the same quarter last year. As a group, research analysts expect that Charles Schwab will post 6.45 earnings per share for the current year.

Insider Buying and Selling

In related news, General Counsel Peter Morgan, III sold 6,952 shares of the business’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $102.03, for a total value of $709,312.56. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Paula Sneed sold 5,263 shares of the business’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $107.15, for a total value of $563,930.45. Following the completion of the transaction, the director directly 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 SEC filing for this sale provides additional information. Insiders have sold 645,582 shares of company stock valued at $69,553,935 in the last ninety days. Insiders own 6.30% of the company’s stock.

Institutional Trading of Charles Schwab

Several large investors have recently made changes to their positions in the company. USS Investment Management Ltd boosted its holdings in shares of Charles Schwab by 4.6% during the 1st quarter. USS Investment Management Ltd now owns 288,035 shares of the financial services provider’s stock worth $27,068,000 after buying an additional 12,789 shares in the last quarter. Whittier Trust Co. increased its stake in shares of Charles Schwab by 3.9% in the 1st quarter. Whittier Trust Co. now owns 384,881 shares of the financial services provider’s stock valued at $35,790,000 after acquiring an additional 14,538 shares in the last quarter. Financial Advisory Partners LLC bought a new stake in shares of Charles Schwab in the 1st quarter valued at $3,199,000. Patriot Financial Group Insurance Agency LLC increased its stake in shares of Charles Schwab by 112.0% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 89,498 shares of the financial services provider’s stock valued at $8,411,000 after acquiring an additional 47,281 shares in the last quarter. Finally, Private Wealth Partners LLC lifted its position in shares of Charles Schwab by 91.9% during the 1st quarter. Private Wealth Partners LLC now owns 204,248 shares of the financial services provider’s stock valued at $19,195,000 after acquiring an additional 97,829 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Schwab reported adjusted third-quarter earnings of $1.69 per share, ahead of the $1.66 analyst consensus, while revenue rose 16.9% year over year to a record $7.17 billion. Net income increased 23% to approximately $2.91 billion. Charles Schwab earnings report
• Positive Sentiment: Client growth remained a major strength: record core net new assets reached $190.4 billion, up 38% year over year, total client assets climbed to $13.33 trillion, and the firm added roughly 1.2 million brokerage accounts. Higher trading activity, lending and net interest revenue supported results. Schwab delivers record net new assets and earnings
• Positive Sentiment: Management highlighted potential long-term growth from artificial intelligence and cryptocurrency. Schwab is developing its own AI assistant, while direct bitcoin and ether trading has been rolled out to eligible retail clients and additional cryptocurrencies are planned. Charles Schwab CEO sees crypto as a new revenue engine
• Neutral Sentiment: Schwab is blocking unauthorized AI agents from logging into customer accounts while permitting controlled chatbot access and promoting its own tools. The policy may reduce security risks but could limit near-term third-party automation. Schwab blocks unauthorized AI agents
• Negative Sentiment: Revenue of $7.17 billion came just below the roughly $7.18 billion consensus, producing a mixed earnings reaction despite the EPS beat. Investors also appeared disappointed that management expects 2026 revenue and net-interest-margin growth toward the lower end of its prior range. Schwab sees 2026 revenue and NIM growth at lower end of range
• Negative Sentiment: Analysts have trimmed some valuation estimates, while reported insider activity has been dominated by sales. These factors may have added pressure after the stock’s strong run into earnings.

About Charles Schwab

Charles Schwab Corporation (NYSE:SCHW) is a financial services company that provides brokerage, investment, banking and wealth management services to individual investors, employers, institutions and independent investment advisors. Its offerings include online and mobile trading, securities brokerage, retirement accounts, financial planning, portfolio management, banking products, research and access to mutual funds and exchange-traded funds.

The company operates through businesses including Schwab Brokerage, Schwab Wealth Advisory, Schwab Asset Management and Charles Schwab Bank.