Charles Schwab (SCHW) Stock Price, News & Analysis

Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Key Stats

• Today's Range: $96.65 to $98.28
• 50-Day Range: $87.17 to $96.54
• 52-Week Range: $61.15 to $98.28
• Volume: 4.82 million shs
• Average Volume: 10.24 million shs
• Market Capitalization: $175.90 billion
• P/E Ratio: 26.03
• Dividend Yield: 1.12%
• Price Target: $98.65
• Consensus Rating: Moderate Buy

Charles Schwab Stock Analysis - MarketRank™

Charles Schwab scored higher than 96% of companies evaluated by MarketBeat, and ranked 77th out of 938 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Charles Schwab has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on 16 buy ratings, 3 hold ratings, and 2 sell ratings.

Amount of Analyst Coverage

Charles Schwab has been the subject of 14 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.8 / 5
• Proj. Earnings Growth: 23.46%

Earnings Growth

Earnings for Charles Schwab are expected to grow by 23.46% in the coming year, from $4.22 to $5.21 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Charles Schwab is 26.05, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 26.87.

Price to Earnings Ratio vs. Sector

The P/E ratio of Charles Schwab is 26.05, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 19.04.

Price to Earnings Growth Ratio

Charles Schwab has a PEG Ratio of 0.91. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

Charles Schwab has a P/B Ratio of 4.40. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.07% of the float of Charles Schwab has been sold short.

Short Interest Ratio / Days to Cover

Charles Schwab has a short interest ratio ("days to cover") of 2.1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Charles Schwab has recently increased by 5.65%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Charles Schwab pays a meaningful dividend of 1.13%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Charles Schwab has only been increasing its dividend for 1 years.

Dividend Coverage

The dividend payout ratio of Charles Schwab is 29.03%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Charles Schwab will have a dividend payout ratio of 20.73% next year. This indicates that Charles Schwab will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 1.8 / 5
• Environmental Score: -1.44

Percentage of Shares Shorted

1.07% of the float of Charles Schwab has been sold short.

Short Interest Ratio / Days to Cover

Charles Schwab has a short interest ratio ("days to cover") of 2.1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Charles Schwab has recently increased by 5.65%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: 0.96

News Sentiment

Charles Schwab has a news sentiment score of 0.96. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Finance companies.

News Coverage This Week

MarketBeat has tracked 93 news articles for Charles Schwab this week, compared to 40 articles on an average week.

Search Interest

29 people have searched for SCHW on MarketBeat in the last 30 days. This is an increase of 38% compared to the previous 30 days.

MarketBeat Follows

20 people have added Charles Schwab to their MarketBeat watchlist in the last 30 days. This is an increase of 82% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Charles Schwab insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $10,264,091.00 in company stock.

Percentage Held by Insiders

Only 6.30% of the stock of Charles Schwab is held by insiders.

Percentage Held by Institutions

84.38% of the stock of Charles Schwab is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

SCHW Stock Analysis - Frequently Asked Questions

How have SCHW shares performed this year?

Charles Schwab's stock was trading at $74.01 at the start of the year. Since then, SCHW shares have increased by 30.8% and is now trading at $96.84.

How were Charles Schwab's earnings last quarter?

The Charles Schwab Corporation (NYSE:SCHW) issued its quarterly earnings results on Friday, July, 18th. The financial services provider reported $1.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.04. The business's quarterly revenue was up 24.8% on a year-over-year basis.

Is Charles Schwab buying back stock?

Charles Schwab's board initiated a stock buyback plan on Thursday, July 24th 2025, which authorizes the company to repurchase $20,000,000,000 in outstanding shares, according to EventVestor. This means that the company could purchase up to 11.6% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's leadership believes its stock is undervalued.

Does Charles Schwab have any subsidiaries?

Charles Schwab subsidiaries include USAA-IMCO, Motif, TD Ameritrade, ThomasPartners Investment Management, Compliance 11, OptionsXpress, Windhaven Investment Management Inc, and others.

Who are Charles Schwab's major shareholders?

Top institutional shareholders of Charles Schwab include Fort Washington Investment Advisors Inc. OH (0.14%), US Bancorp DE (0.13%), Truist Financial Corp (0.10%) and Valeo Financial Advisors LLC (0.08%). Insiders that own company stock include Charles R Schwab, Walter W Bettinger, Carolyn Schwab-Pomerantz, Christopher V Dodds, Todd M Ricketts, Frank C Herringer, Richard A Wurster, Bernard J Clark, Paula A Sneed, Peter B Crawford, Nigel J Murtagh, Joseph R Martinetto, Paul V Woolway, Mark A Goldfarb, Arun Sarin, Jonathan S Beatty, Marianne Catherine Brown, Charles A Ruffel, Peter J Morgan III and Jonathan M Craig.
View institutional ownership trends.

How do I buy shares of Charles Schwab?

Shares of SCHW stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Charles Schwab own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Charles Schwab investors own include Comcast (CMCSA), Chevron (CVX), Bristol Myers Squibb (BMY), McKesson (MCK), Edwards Lifesciences (EW), Yum! Brands (YUM) and Toronto Dominion Bank (TD).

Company Calendar

• Record date for 5/23 Dividend: 5/09/2025
• Ex-Dividend for 5/23 Dividend: 5/09/2025
• Dividend Payable: 5/23/2025
• Last Earnings: 7/18/2025
• Today: 7/25/2025
• Record date for 8/22 Dividend: 8/08/2025
• Dividend Payable: 8/22/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST BKRS
• Sub-Industry: Investment Banking & Brokerage
• Current Symbol: NYSE:SCHW
• CIK: 316709
• Web: www.aboutschwab.com
• Phone: (817) 859-5000
• Fax: 415-627-8538
• Employees: 32,100
• Year Founded: 1986

Price Target and Rating

• Average Price Target for Charles Schwab: $98.65
• High Price Target: $117.00
• Low Price Target: $68.00
• Potential Upside/Downside: +1.4%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.67
• Research Coverage: 21 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.72
• Trailing P/E Ratio: 26.25
• Forward P/E Ratio: 23.06
• P/E Growth: 0.91
• Net Income: $5.94 billion
• Net Margins: 33.68%
• Pretax Margin: 43.49%
• Return on Equity: 19.73%
• Return on Assets: 1.65%

Debt

• Debt-to-Equity Ratio: 0.53
• Current Ratio: 0.53
• Quick Ratio: 0.53

Sales & Book Value

• Annual Sales: $21.63 billion
• Price / Sales: 8.18
• Cash Flow: $4.99 per share
• Price / Cash Flow: 19.52
• Book Value: $22.02 per share
• Price / Book: 4.42

Miscellaneous

• Outstanding Shares: 1,816,970,000
• Free Float: 1,702,501,000
• Market Cap: $176.82 billion
• Optionable: Optionable
• Beta: 0.93