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

Charles Schwab (NYSE:SCHW) had its price target cut by research analysts at Barclays from $127.00 to $122.00 in a research report issued on Thursday, MarketBeat Ratings reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. Barclays‘s target price would indicate a potential upside of 18.42% from the stock’s current price.

Several other research analysts have also recently weighed in on the stock. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. Truist Financial decreased their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Piper Sandler lifted 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. Jefferies Financial Group cut their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $128.00 target price on shares of Charles Schwab in a report on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $116.32.

Charles Schwab Price Performance

SCHW opened at $103.02 on Thursday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The company has a market capitalization of $179.17 billion, a price-to-earnings ratio of 20.44, a P/E/G ratio of 0.93 and a beta of 0.77. The firm’s fifty day moving average price is $91.64 and its two-hundred day moving average price is $95.34. Charles Schwab has a 1 year low of $83.96 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion during the quarter, compared to analyst estimates 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 was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that Charles Schwab will post 6.19 earnings per share for the current fiscal year.

Insider Transactions at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $100.01, for a total transaction of $200,020.00. Following the completion of the transaction, the insider owned 13,738 shares in the company, valued at approximately $1,373,937.38. This represents a 12.71% decrease in their position. The transaction 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, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction 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 position. The SEC filing for this sale provides additional information. Insiders sold a total of 63,700 shares of company stock valued at $6,283,211 in the last three months. 6.30% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Whitener Capital Management Inc. boosted its holdings in shares of Charles Schwab by 17.0% in the second quarter. Whitener Capital Management Inc. now owns 24,877 shares of the financial services provider’s stock worth $2,295,000 after acquiring an additional 3,608 shares during the period. Tema ETFs LLC lifted its holdings in Charles Schwab by 10.6% during the 2nd quarter. Tema ETFs LLC now owns 31,695 shares of the financial services provider’s stock worth $2,924,000 after purchasing an additional 3,045 shares in the last quarter. Lederer & Associates Investment Counsel CA bought a new position in Charles Schwab in the 2nd quarter worth about $1,624,000. Peoples Bank KS grew its holdings in Charles Schwab by 2.7% during the 2nd quarter. Peoples Bank KS now owns 4,331 shares of the financial services provider’s stock valued at $400,000 after buying an additional 113 shares in the last quarter. Finally, E. Ohman J or Asset Management AB lifted its holdings in shares of Charles Schwab by 5.0% in the second quarter. E. Ohman J or Asset Management AB now owns 41,700 shares of the financial services provider’s stock worth $3,848,000 after buying an additional 2,000 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Charles Schwab was upgraded to a Zacks Rank #1 (Strong Buy), signaling improving earnings outlooks and potentially boosting near-term investor sentiment. Article Title
• Positive Sentiment: Morgan Stanley raised its price target on SCHW to $133 from $125 and kept an overweight rating, reinforcing expectations for more upside.
• Positive Sentiment: Brokerage sentiment remains constructive overall, with another report citing an average Moderate Buy rating from analysts.
• Positive Sentiment: Schwab’s push into digital assets and crypto trading could be an additional long-term growth driver, as the company reportedly hires for its blockchain and crypto team ahead of a rollout. Article Title
• Neutral Sentiment: Schwab strategists warned that the era of easy index gains may be ending, reflecting a more volatile market backdrop that could affect trading and client behavior in either direction. Article Title
• Neutral Sentiment: Media coverage about Trump-related trading activity through a Schwab account is likely more of a headline risk than a direct business driver unless it leads to regulatory or reputational issues. Article Title
• Negative Sentiment: Barclays lowered its price target on SCHW to $122 from $127, which is a modest negative, though the firm still rates the stock overweight.

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.