Across the recent three months, 15 analysts have shared their insights on Charles Schwab SCHW, expressing a variety of opinions spanning from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 6 | 4 | 5 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 1 | 1 | 0 | 0 | 0 |
| 2M Ago | 1 | 0 | 1 | 0 | 0 |
| 3M Ago | 3 | 3 | 4 | 0 | 0 |
Insights from analysts’ 12-month price targets are revealed, presenting an average target of $90.6, a high estimate of $105.00, and a low estimate of $70.00. This current average has increased by 3.82% from the previous average price target of $87.27.
Diving into Analyst Ratings: An In-Depth Exploration
The analysis of recent analyst actions sheds light on the perception of Charles Schwab by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| David Smith | Truist Securities | Lowers | Buy | $85.00 | $91.00 |
| Christopher Allen | Citigroup | Raises | Buy | $102.00 | $85.00 |
| Devin Ryan | JMP Securities | Maintains | Market Outperform | $94.00 | $94.00 |
| David Smith | Truist Securities | Raises | Buy | $91.00 | $90.00 |
| Michael Cyprys | Morgan Stanley | Raises | Equal-Weight | $91.00 | $84.00 |
| Brennan Hawken | UBS | Raises | Buy | $95.00 | $90.00 |
| David Smith | Truist Securities | Raises | Buy | $90.00 | $86.00 |
| Brian Bedell | Deutsche Bank | Raises | Buy | $105.00 | $98.00 |
| Christopher Allen | Citigroup | Raises | Neutral | $85.00 | $80.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $96.00 | $95.00 |
| Michael Brown | Wells Fargo | Raises | Overweight | $93.00 | $89.00 |
| Michael Brown | Wells Fargo | Lowers | Equal-Weight | $89.00 | $90.00 |
| Christopher Allen | Citigroup | Lowers | Neutral | $80.00 | $85.00 |
| Kenneth Worthington | JP Morgan | Raises | Overweight | $93.00 | $87.00 |
| Patrick Moley | Piper Sandler | Raises | Neutral | $70.00 | $65.00 |
Key Insights:
- Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they ‘Maintain’, ‘Raise’ or ‘Lower’ their stance, it reflects their reaction to recent developments related to Charles Schwab. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from ‘Outperform’ to ‘Underperform’. These ratings convey expectations for the relative performance of Charles Schwab compared to the broader market.
- Price Targets: Delving into movements, analysts provide estimates for the future value of Charles Schwab’s stock. This analysis reveals shifts in analysts’ expectations over time.
Capture valuable insights into Charles Schwab’s market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
Stay up to date on Charles Schwab analyst ratings.
Delving into Charles Schwab’s Background
Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $10 trillion of client assets at the end of 2024. Nearly all of its revenue is from the United States.
Charles Schwab: Financial Performance Dissected
Market Capitalization Highlights: Above the industry average, the company’s market capitalization signifies a significant scale, indicating strong confidence and market prominence.
Revenue Growth: Charles Schwab displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 19.51%. This indicates a notable increase in the company’s top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Charles Schwab’s net margin is impressive, surpassing industry averages. With a net margin of 32.22%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company’s ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 4.45%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Charles Schwab’s ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.36%, the company may face hurdles in achieving optimal financial returns.
Debt Management: With a below-average debt-to-equity ratio of 1.15, Charles Schwab adopts a prudent financial strategy, indicating a balanced approach to debt management.
Analyst Ratings: Simplified
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in Benzinga Pro.
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This article was generated by Benzinga’s automated content engine and reviewed by an editor.
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