Charles Schwab (SCHW) Stock Price, News & Analysis

Company Overview

Charles Schwab Corporation (NYSE:SCHW) is a financial services company that provides brokerage, investment, banking and wealth management services to individual investors, employers, institutions and independent investment advisors. Its offerings include online and mobile trading, securities brokerage, retirement accounts, financial planning, portfolio management, banking products, research and access to mutual funds and exchange-traded funds.

The company operates through businesses including Schwab Brokerage, Schwab Wealth Advisory, Schwab Asset Management and Charles Schwab Bank. It also serves registered investment advisors through custodial, technology and practice-management services. Charles Schwab primarily serves clients in the United States through digital platforms, branch offices and advisor relationships, with additional services available to certain international clients.

Charles Schwab was founded by Charles R. Schwab in 1971 and became known for helping expand the discount brokerage model by emphasizing lower-cost, investor-oriented services. Over time, the company broadened its business through organic growth and acquisitions, including its 2020 acquisition of TD Ameritrade.

Rick Wurster serves as president and chief executive officer of Charles Schwab, while founder Charles R. Schwab remains chairman. The company is headquartered in Westlake, Texas.

Key Stats

• Today's Range: $96.87 to $98.38
• 50-Day Range: $97.70 to $113.63
• 52-Week Range: $83.96 to $114.53
• Volume: 3.33 million shs
• Average Volume: 10.14 million shs
• Market Capitalization: $169.94 billion
• P/E Ratio: 17.86
• Dividend Yield: 1.30%
• Price Target: $121.17
• Consensus Rating: Moderate Buy

Charles Schwab Stock Analysis - MarketRank™

Charles Schwab scored higher than 100% of companies evaluated by MarketBeat, and ranked 5th out of 855 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: 4.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Charles Schwab has received a consensus rating of Moderate Buy. The company's average rating score is 2.81, and is based on 1 strong buy rating, 16 buy ratings, 3 hold ratings, and 1 sell rating.

Upside Potential

Charles Schwab has a consensus price target of $121.17, representing about 23.3% upside from its current price of $98.29.

Amount of Analyst Coverage

Charles Schwab has been the subject of 13 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 4.4 / 5
• Proj. Earnings Growth: 21.21%

Earnings Growth

Earnings for Charles Schwab are expected to grow by 21.21% in the coming year, from $6.46 to $7.83 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Charles Schwab is 17.88, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.82.

Price to Earnings Ratio vs. Sector

The P/E ratio of Charles Schwab is 17.88, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 24.66.

Price to Earnings Growth Ratio

Charles Schwab has a PEG Ratio of 0.86. 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 4.04. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.19% 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 2.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Charles Schwab has recently decreased by 9.32%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Charles Schwab pays a meaningful dividend of 1.29%, 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 23.27%. 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 16.35% next year. This indicates that Charles Schwab will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.2 / 5
• News Sentiment: 0.47

News Sentiment

Charles Schwab has a news sentiment score of 0.47. 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 is a lower news sentiment than the 0.72 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 19 news articles for Charles Schwab this week, compared to 9 articles on an average week.

Search Interest

Only 21 people have searched for SCHW on MarketBeat in the last 30 days. This is a decrease of -48% compared to the previous 30 days.

MarketBeat Follows

Only 13 people have added Charles Schwab to their MarketBeat watchlist in the last 30 days. This is a decrease of -13% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 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 $69,948,015.00 in company stock.

Percentage Held by Insiders

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.

Company Calendar

• Last Earnings: 7/21/2026
• Record date for 8/28 Dividend: 8/14/2026
• Ex-Dividend for 8/28 Dividend: 8/14/2026
• Dividend Payable: 8/28/2026
• Today: 10/01/2026
• Next Earnings (Estimated): 10/15/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Investment Banking & Brokerage
• Current Symbol: NYSE:SCHW
• CIK: 316709
• Web: www.aboutschwab.com
• Phone: (817) 859-5000
• Fax: 415-627-8538
• Employees: 33,000
• Year Founded: 1971

Price Target and Rating

• Average Price Target for Charles Schwab: $121.17
• High Price Target: $145.00
• Low Price Target: $91.00
• Potential Upside/Downside: +23.3%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.81
• Research Coverage: 21 Analysts

Profitability

• EPS (Trailing Twelve Months): $5.50
• Trailing P/E Ratio: 17.86
• Forward P/E Ratio: 15.21
• P/E Growth: 0.86
• Net Income: $8.85 billion
• Net Margins: 38.79%
• Pretax Margin: 50.17%
• Return on Equity: 24.53%
• Return on Assets: 2.14%

Debt

• Debt-to-Equity Ratio: 0.52
• Current Ratio: 0.64
• Quick Ratio: 0.64

Sales & Book Value

• Annual Sales: $23.92 billion
• Price / Sales: 7.10
• Cash Flow: $6.39 per share
• Price / Cash Flow: 15.37
• Book Value: $24.35 per share
• Price / Book: 4.03

Miscellaneous

• Outstanding Shares: 1,729,340,000
• Free Float: 1,620,388,000
• Market Cap: $169.89 billion
• Optionable: Optionable
• Beta: 0.76