Morgan Stanley Issues Positive Forecast for Charles Schwab (NYSE:SCHW) Stock Price

Posted by Bonnie Powley on Jul 10th, 2026

Charles Schwab (NYSE:SCHW – Get Free Report) had its target price hoisted by research analysts at Morgan Stanley from $125.00 to $133.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the financial services provider’s stock. Morgan Stanley’s target price would indicate a potential upside of 29.76% from the company’s current price.

SCHW has been the topic of a number of other research reports. Piper Sandler boosted their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. TD Cowen increased their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a report on Friday, May 15th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a research report on Friday, May 15th. JPMorgan Chase & Co. upped their price objective on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Finally, Raymond James Financial increased their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus price target of $116.32.

View Our Latest Report on Charles Schwab

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $102.50 on Friday. The business has a 50 day moving average price of $91.40 and a 200 day moving average price of $95.29. Charles Schwab has a twelve month low of $83.96 and a twelve month high of $107.50. The company has a market cap of $178.26 billion, a price-to-earnings ratio of 20.36, a PEG ratio of 0.93 and a beta of 0.77. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW – Get Free Report) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the previous year, the business posted $1.04 EPS. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts predict that Charles Schwab will post 6.14 earnings per share for the current year.

Insider Buying and Selling at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider owned 57,972 shares of the company’s stock, valued at $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,700 shares of company stock valued at $6,283,211 over the last quarter. 6.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Wealthcare Advisory Partners LLC boosted its holdings in shares of Charles Schwab by 8.2% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 9,835 shares of the financial services provider’s stock worth $907,000 after acquiring an additional 744 shares in the last quarter. Focus Financial Network Inc. raised its position in Charles Schwab by 16.0% in the 2nd quarter. Focus Financial Network Inc. now owns 18,180 shares of the financial services provider’s stock valued at $1,677,000 after purchasing an additional 2,503 shares during the last quarter. Vertrix Wealth Management LLC raised its position in Charles Schwab by 12.8% in the 2nd quarter. Vertrix Wealth Management LLC now owns 13,469 shares of the financial services provider’s stock valued at $1,243,000 after purchasing an additional 1,524 shares during the last quarter. TOWER TRUST & INVESTMENT Co boosted its stake in Charles Schwab by 1.9% in the second quarter. TOWER TRUST & INVESTMENT Co now owns 11,205 shares of the financial services provider’s stock worth $1,034,000 after purchasing an additional 214 shares in the last quarter. Finally, HF Advisory Group LLC grew its holdings in shares of Charles Schwab by 7.5% during the second quarter. HF Advisory Group LLC now owns 41,262 shares of the financial services provider’s stock worth $3,807,000 after purchasing an additional 2,890 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Charles Schwab

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

Positive Sentiment: Barclays lowered its price target on Charles Schwab to $122 from $127, but kept an Overweight rating, signaling continued confidence in the stock’s upside potential. Charles Schwab (NYSE:SCHW) Price Target Lowered to $122.00 at Barclays
Positive Sentiment: Multiple broker coverage updates described Schwab as a Moderate Buy, reinforcing a generally favorable Wall Street view that can support the shares. The Charles Schwab Corporation (NYSE:SCHW) Receives Average Rating of “Moderate Buy” from Brokerages
Positive Sentiment: News that Schwab is building out its digital-assets team ahead of a planned crypto trading rollout suggests new product growth opportunities and a potential catalyst for future client activity. Charles Schwab Sets Out to Build Its Digital Assets Team Ahead of Crypto Trading Rollout
Neutral Sentiment: Several articles focused on Schwab’s role in Trump-related trading activity and a legal win that sparked a trading spree in a Schwab account; these stories are more headline-driven than directly tied to Schwab’s fundamentals. How Charles Schwab Turbocharged Trump’s Stock-Trading Frenzy
Neutral Sentiment: Schwab strategists warned that “easy index gains” may be over, highlighting a more volatile market backdrop; this is important context for the brokerage business, but it is not a direct earnings update. Schwab strategists warn of a major market shift: The era of easy index gains is officially over.

Charles Schwab Company Profile

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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.