Charles Schwab (NYSE:SCHW) Stock Price Target Lowered at BMO Capital Markets

Charles Schwab (NYSE:SCHW) had its target price lowered by stock analysts at BMO Capital Markets from $105.00 to $97.00 in a research note issued on Monday, Benzinga reports. The firm currently has a “market perform” rating on the financial services provider’s stock. BMO Capital Markets’ target price points to a potential upside of 7.69% from the company’s current price.

SCHW has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft set a $125.00 price target on shares of Charles Schwab in a research report on Friday. TD Cowen upped their price objective on shares of Charles Schwab from $128.00 to $129.00 and gave the stock a “buy” rating in a report on Monday, October 12th. Wells Fargo & Company lowered their price objective on shares of Charles Schwab from $105.00 to $103.00 and set an “equal weight” rating for the company in a research report on Friday. Piper Sandler lowered their price objective on shares of Charles Schwab from $118.00 to $100.00 and set a “neutral” rating for the company in a research report on Friday, October 2nd. Finally, Wolfe Research reiterated an “outperform” rating and issued a $127.00 target price on shares of Charles Schwab in a report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $118.55.

Charles Schwab Trading Down 2.0%

Shares of NYSE SCHW traded down $1.89 during mid-day trading on Monday, reaching $90.08. 4,482,556 shares of the company’s stock were exchanged, compared to its average volume of 10,055,398. The firm has a market capitalization of $155.77 billion, a price-to-earnings ratio of 15.37, a PEG ratio of 0.81 and a beta of 0.79. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. Charles Schwab has a 52-week low of $83.96 and a 52-week high of $114.53. The company’s 50-day moving average is $104.50 and its 200-day moving average is $98.18.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.03. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The firm had revenue of $7.17 billion for the quarter, compared to analyst estimates of $7.18 billion. During the same period in the previous year, the firm earned $1.31 EPS. Charles Schwab’s revenue was up 16.9% on a year-over-year basis. Analysts expect that Charles Schwab will post 6.44 EPS for the current fiscal year.

Insider Activity at Charles Schwab

In related news, insider Dennis Howard sold 2,198 shares of Charles Schwab stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $110.00, for a total value of $241,780.00. Following the completion of the transaction, the insider owned 6,980 shares in the company, valued at approximately $767,800. The trade was a 23.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan S. Beatty sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $111.33, for a total transaction of $111,330.00. Following the sale, the insider directly owned 10,738 shares in the company, valued at approximately $1,195,461.54. The trade was a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 645,582 shares of company stock valued at $69,553,935. 6.30% of the stock is owned by company insiders.

Hedge Funds Weigh In On Charles Schwab

Several institutional investors have recently modified their holdings of SCHW. Compass Financial Management LLC purchased a new stake in shares of Charles Schwab during the second quarter worth $27,000. Scarborough Advisors LLC acquired a new stake in shares of Charles Schwab in the first quarter valued at $29,000. Main Street Group LTD purchased a new position in Charles Schwab in the first quarter valued at $33,000. GK Wealth Management LLC acquired a new position in Charles Schwab during the 3rd quarter worth $41,000. Finally, SHP Wealth Management acquired a new position in Charles Schwab during the 4th quarter worth $42,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab reported record quarterly revenue of $7.17 billion and adjusted earnings of $1.69 per share, exceeding the $1.66 consensus estimate. Revenue increased 16.9% year over year, supporting the bullish case despite the modest revenue shortfall. Schwab reports record revenue
• Positive Sentiment: Citizens JMP reaffirmed its “Market Outperform” rating, while a Seeking Alpha analysis identified Charles Schwab as a leading financial-sector investment idea. These views point to confidence in the company’s earnings power and long-term growth prospects. Citizens JMP rating
• Positive Sentiment: Schwab is expanding direct Bitcoin and Ethereum services, including phased transfers to and from approved external wallets. The rollout could deepen customer relationships and create additional trading and custody revenue opportunities, although the service remains gradual and cryptocurrency risks persist. Schwab crypto rollout
• Neutral Sentiment: CEO Rick Wurster said clients using AI tools are holding more cash than other active traders, which counters concerns that automation will immediately reduce Schwab’s cash balances. However, the longer-term effect of AI on trading activity and economics remains uncertain. AI and Schwab client cash
• Negative Sentiment: Although earnings beat expectations, quarterly revenue came in slightly below consensus, prompting concern that strong earnings growth may not fully translate into upside surprises. Schwab Q3 revenue and earnings
• Negative Sentiment: JPMorgan reduced its price target for SCHW, adding valuation-related pressure even as the firm’s earnings outlook remains broadly healthy. JPMorgan price target change
• Negative Sentiment: Schwab is blocking unauthorized AI agents from accessing client accounts or moving money because of security and liability concerns. The safeguards reduce near-term operational risk but could limit participation in emerging AI-driven financial workflows. Schwab restricts third-party AI agents

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.