Charles Schwab (NYSE:SCHW) Price Target Lowered to $122.00 at Barclays

Charles Schwab (NYSE:SCHW) had its target price cut by Barclays from $127.00 to $122.00 in a report issued on Thursday, MarketBeat.com reports. They currently have an overweight rating on the financial services provider’s stock.

Other analysts also recently issued research reports about the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. JPMorgan Chase & Co. lifted their price target 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. TD Cowen boosted their price target on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Truist Financial decreased their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Finally, Jefferies Financial Group lowered their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $115.89.

Charles Schwab Price Performance

Charles Schwab stock opened at $101.92 on Thursday. The company has a market cap of $177.25 billion, a P/E ratio of 20.22, a price-to-earnings-growth ratio of 0.93 and a beta of 0.77. Charles Schwab has a one year low of $83.96 and a one year high of $107.50. The business has a fifty day moving average of $91.40 and a two-hundred day moving average of $95.29. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62.

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

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is currently 25.40%.

Insider Buying and Selling

In related news, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $100.01, for a total transaction of $200,020.00. Following the sale, the insider owned 13,738 shares in the company, valued at approximately $1,373,937.38. This trade represents a 12.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares of the company’s stock, valued at $2,986,600. The trade was a 21.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 63,700 shares of company stock worth $6,283,211. 6.30% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Souders Financial Advisors boosted its position in shares of Charles Schwab by 2.3% in the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after acquiring an additional 98 shares during the last quarter. Lantz Financial LLC increased its position in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC raised its stake in Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares during the period. Essex Financial Services Inc. raised its stake in Charles Schwab by 0.8% during the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC boosted its holdings in shares of Charles Schwab by 0.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after purchasing an additional 107 shares during the last quarter. Hedge funds and other institutional investors 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: Barclays kept an Overweight rating on Charles Schwab while only trimming its price target to $122 from $127, implying meaningful upside from current levels and signaling continued analyst confidence. Article Title
• Positive Sentiment: Charles Schwab is expanding its digital assets team ahead of a planned crypto trading rollout, a move that could open a new revenue stream and strengthen its long-term competitive position. Article Title
• Positive Sentiment: Brokerage coverage remains broadly supportive, with Charles Schwab receiving an average “Moderate Buy” rating from analysts, reinforcing expectations for steady fundamentals. Article Title
• Neutral Sentiment: Schwab strategists warned that the era of easy index gains may be over, reflecting a more volatile market backdrop that could change trading and investing behavior, but the direct impact on Schwab’s earnings is unclear. Article Title
• Neutral Sentiment: A Wall Street Journal story about a Schwab account tied to the Trumps highlighted an automated trading spree after a legal win, but it appears more headline-driven than financially material to the company. Article Title
• Neutral Sentiment: News that a Schwab executive sold 2,000 shares is worth noting, but the sale is too small to signal a meaningful shift in insider sentiment on its own. Article Title

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.