Charles Schwab (NYSE:SCHW) Sets New 12-Month High Following Earnings Beat

Shares of The Charles Schwab Corporation (NYSE:SCHW) reached a new 52-week high during mid-day trading on Thursday following a better than expected earnings announcement. The company traded as high as $105.16 and last traded at $104.8020, with a volume of 2625968 shares. The stock had previously closed at $101.79.

The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.Charles Schwab’s revenue was up 18.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS.

Charles Schwab News Summary

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

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

Analysts Set New Price Targets

A number of equities research analysts have commented on SCHW shares. Citizens Jmp lifted their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Morgan Stanley lifted their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. JPMorgan Chase & Co. upped their price objective on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research report on Monday, October 20th. Finally, Keefe, Bruyette & Woods increased their target price on Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average target price of $115.60.

Insider Activity

In other news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the sale, the insider owned 21,768 shares in the company, valued at $2,285,640. This trade represents a 8.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold a total of 7,072 shares of company stock worth $715,076 in the last quarter. Company insiders own 6.30% of the company’s stock.

Institutional Trading of Charles Schwab

Several hedge funds have recently modified their holdings of SCHW. Piscataqua Savings Bank bought a new stake in Charles Schwab in the fourth quarter worth $26,000. Princeton Global Asset Management LLC purchased a new position in shares of Charles Schwab in the 2nd quarter worth $25,000. GoalVest Advisory LLC purchased a new position in shares of Charles Schwab in the 4th quarter worth $28,000. RMG Wealth Management LLC bought a new stake in shares of Charles Schwab in the 2nd quarter worth about $27,000. Finally, West Branch Capital LLC purchased a new stake in shares of Charles Schwab during the 3rd quarter valued at about $27,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Price Performance

The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The firm’s 50-day moving average price is $97.83 and its 200-day moving average price is $95.87. The stock has a market capitalization of $181.68 billion, a PE ratio of 21.94, a PEG ratio of 0.86 and a beta of 0.94.

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.