Charles Schwab (SCHW) News Today

The Charles Schwab Corporation (SCHW) — the stock is up today. Investors are reacting mainly to fresh analyst upgrades/price-target increases and an upward revision to 2025 earnings estimates, which suggest better near-term earnings visibility; offsetting this, macro risks from a partial government shutdown could pressure trading volumes and economic data flows.

• Positive Sentiment: JPMorgan raised its price target on SCHW to $121 and kept an "overweight" rating, citing strong fundamentals and upside vs. recent levels. This analyst endorsement is a key near-term catalyst for buying interest. JPMorgan Note
• Positive Sentiment: Independent research outlets published higher price targets (American Banking News posts showing targets raised to $134 and $111), adding to the momentum from sell‑side upgrades. Higher targets lift sentiment and implied upside. PT $134
• Positive Sentiment: William Blair raised its FY2025 EPS estimate for Schwab, signalling better earnings prospects that support valuation expansion and the higher price targets. William Blair EPS Note
• Neutral Sentiment: JMP Securities reiterated a Market Outperform rating on SCHW, reinforcing analyst support but not changing near-term expectations. JMP Reiterate
• Neutral Sentiment: Liz Ann Sonders (Schwab) advised investors to favor lower‑leveraged opportunities in the current market — useful market commentary from Schwab's strategists, but not a direct company fundamental change. Sonders Commentary
• Negative Sentiment: The ongoing U.S. government shutdown is disrupting economic data releases and could reduce market transparency and trading activity, a macro risk that could weigh on Schwab's fee and trading revenues if persisted. Shutdown Impact