Truist Financial Has Lowered Expectations for Charles Schwab (NYSE:SCHW) Stock Price

Charles Schwab (NYSE:SCHW) had its price objective cut by Truist Financial from $122.00 to $120.00 in a note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the financial services provider’s stock. Truist Financial’s price objective would indicate a potential upside of 30.61% from the stock’s current price.

A number of other brokerages have also recently issued reports on SCHW. TD Cowen raised their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Bank of America upped their target price on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. Piper Sandler raised their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Morgan Stanley boosted their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Finally, Barclays upped their price objective on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $115.84.

Charles Schwab Stock Performance

SCHW stock traded down $2.10 during trading on Wednesday, hitting $91.88. 2,244,307 shares of the company’s stock traded hands, compared to its average volume of 10,421,491. The stock has a market capitalization of $159.69 billion, a price-to-earnings ratio of 19.72, a price-to-earnings-growth ratio of 0.75 and a beta of 0.93. Charles Schwab has a 52 week low of $65.88 and a 52 week high of $107.50. The stock has a fifty day moving average price of $97.02 and a two-hundred day moving average price of $96.27. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the firm posted $1.01 EPS. The company’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts anticipate that Charles Schwab will post 4.22 EPS for the current fiscal year.

Insider Activity

In other news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Paul V. Woolway sold 6,126 shares of the firm’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 transaction, the insider directly owned 29,866 shares in the company, valued at $2,825,622.26. This trade represents a 17.02% 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 over the last ninety days. 6.30% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors and hedge funds have recently bought and sold shares of SCHW. Dogwood Wealth Management LLC boosted its position in shares of Charles Schwab by 99.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab in the 4th quarter worth approximately $26,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab in the 3rd quarter worth approximately $27,000. GoalVest Advisory LLC acquired a new stake in Charles Schwab during the fourth quarter valued at approximately $28,000. Finally, Beacon Financial Strategies CORP acquired a new stake in Charles Schwab during the fourth quarter valued at approximately $29,000. Institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab launched a Schwab Teen Investor account (13–17) with no minimums, $0 online equity trades, education content and a US$50 fractional‑share incentive — a clear customer‑acquisition and engagement play that can deepen lifetime client relationships. How Investors May Respond To Charles Schwab (SCHW) Teen Accounts With Education-Tied Fractional Share Rewards
• Positive Sentiment: Analyst coverage remains constructive — the stock was given an average rating of “Moderate Buy,” which helps underpin demand from institutional investors. The Charles Schwab Corporation (NYSE:SCHW) Given Average Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Senior strategist Liz Ann Sonders (Schwab) has been featured discussing oversold technical market conditions — market commentary that can sway short‑term investor positioning but doesn’t change Schwab’s company fundamentals. Watch CNBC’s full interview with Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Coverage comparing brokerages (Fidelity vs. Schwab) and pieces positioning SCHW as a long‑term opportunity in down markets highlight competitive dynamics and investor narratives that may influence retail flows without producing immediate material impact. Fidelity vs. Schwab: Which brokerage is better in 2026?
• Negative Sentiment: A valuation/positioning piece questions whether Schwab’s multi‑year share price run already reflects most of the upside, prompting some investors to reassess margin for error and near‑term returns — this is the primary factor pressuring shares today. Is It Time To Reassess Charles Schwab (SCHW) After Its Strong Multi Year Share Price Run

Charles Schwab Company Profile

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.