Brokerages Set The Charles Schwab Corporation (NYSE:SCHW) PT at $115.95

Shares of The Charles Schwab Corporation (NYSE:SCHW) have been given a consensus rating of “Moderate Buy” by the twenty-two brokerages that are currently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, four have given a hold rating, sixteen have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $115.8421.

SCHW has been the subject of a number of analyst reports. Bank of America upped their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Citizens Jmp raised their target price on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. Truist Financial reduced their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Piper Sandler raised 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.

Insider Transactions at Charles Schwab

In related news, insider Paul V. Woolway sold 6,126 shares of the business’s stock in a transaction on 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 owned 29,866 shares of the company’s stock, valued at approximately $2,825,622.26. The trade was a 17.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction 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 transaction, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This represents a 2.56% 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 in the last ninety days. Company insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of SCHW. Dogwood Wealth Management LLC lifted its position in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 123 shares in the last quarter. Piscataqua Savings Bank acquired a new stake in shares of Charles Schwab in the fourth quarter worth approximately $26,000. West Branch Capital LLC purchased a new stake in shares of Charles Schwab during the third quarter worth approximately $27,000. GoalVest Advisory LLC acquired a new position in Charles Schwab in the 4th quarter valued at $28,000. Finally, Beacon Financial Strategies CORP purchased a new position in Charles Schwab in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab’s strong earnings‑surprise history and favorable setup for another beat — analysts and screens (Zacks / Yahoo) point to the same two drivers that produced prior beats (revenue mix and margin leverage), which supports near‑term upside expectations. Zacks Article
• Positive Sentiment: Product/engagement push: Schwab Teen Investor (educational incentives + fractional‑share rewards) could strengthen long‑term customer acquisition and annuitized revenue if it boosts account openings and lifetime value. Yahoo Article
• Positive Sentiment: Corporate goodwill and brand building: The Charles Schwab Foundation committed up to $2M to expand financial education, a PR/CSR positive that can support client trust and long‑term acquisition. Business Wire
• Neutral Sentiment: Schwab‑backed EDX Markets applied for an OCC national trust bank charter — a strategic move in crypto custody/trading infrastructure that could offer new lines of business but faces regulatory and execution uncertainty. Bitcoin.com
• Neutral Sentiment: Leadership move: TENEX.AI named Schwab’s former CISO Bashar Abouseido as president — notable for talent flow and cybersecurity credibility but not a direct Schwab operational change. JSONLINE
• Neutral Sentiment: Valuation/longer‑term view pieces are mixed: some analysts argue Schwab has run up and should be reassessed; others emphasize sensitivity to rates — useful framing but not immediate catalysts. Yahoo Valuation Article
• Negative Sentiment: Analyst target trims and coverage notes have pressured shares — Truist trimmed its price target slightly (and other outlets reported cuts), which can trigger short‑term selling despite the “buy” stance. Benzinga
• Negative Sentiment: Macro/geopolitical risk: BofA warns that fallout from the Middle East conflict could reduce retail broker engagement and organic growth, a direct growth risk for Schwab if client activity and new account flows slow. Yahoo / BofA
• Negative Sentiment: Recent analyst coverage/notes (reported by Motley Fool/Market commentary) linked a price‑target cut to the midweek share slump — reinforcing near‑term volatility risk from sentiment and analyst actions. Motley Fool

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $93.95 on Tuesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market capitalization of $163.29 billion, a price-to-earnings ratio of 20.16, a PEG ratio of 0.74 and a beta of 0.90. The firm’s 50 day simple moving average is $96.63 and its 200-day simple moving average is $96.23. Charles Schwab has a 12 month low of $65.88 and a 12 month high of $107.50.

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

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a dividend of $0.32 per share. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s payout ratio is 27.47%.

About Charles Schwab

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.