The Charles Schwab Company (SCHW), headquartered in Westlake, Texas, operates as a financial savings and mortgage holding firm. With a market cap of $184.7 billion, the corporate offers wealth and asset administration, securities brokerage, banking, buying and selling and analysis, custody, and monetary advisory providers.
Shares of this main monetary providers agency have outperformed the broader market over the previous 12 months. SCHW has gained 24.3% over this time-frame, whereas the broader S&P 500 Index ($SPX) has rallied practically 14.3%. In 2026, SCHW inventory is up 4%, surpassing the SPX’s 1.4% rise on a YTD foundation.
Zooming in additional, SCHW’s outperformance can be obvious in comparison with the SPDR S&P Capital Markets ETF (KCE). The exchange-traded fund has gained about 6.4% over the previous 12 months. In the meantime, SCHW’s returns on a YTD foundation mirrors the ETF’s 4% beneficial properties over the identical time-frame.
On Jan. 21, SCHW shares closed up marginally after reporting its This autumn outcomes. Its income was $6.3 billion, lacking analyst estimates of $6.4 billion. The corporate’s adjusted EPS of $1.39 met analyst estimates.
For the present fiscal 12 months, ending in December, analysts anticipate SCHW’s EPS to develop 18.9% to $5.79 on a diluted foundation. The corporate’s earnings shock historical past is spectacular. It beat the consensus estimate in every of the final 4 quarters.
Among the many 22 analysts overlaying SCHW inventory, the consensus is a “Average Purchase.” That’s primarily based on 13 “Robust Purchase” scores, three “Average Buys,” 5 “Holds,” and one “Average Promote.”
This configuration is much less bearish than a month in the past, with one analyst suggesting a “Robust Promote.”
On Jan. 30, William Katz from TD Cowen reiterated a “Purchase” score on SCHW with a value goal of $138, implying a possible upside of 32.8% from present ranges.
The imply value goal of $121.26 represents a 16.7% premium to SCHW’s present value ranges. The Avenue-high value goal of $148 suggests an formidable upside potential of 42.4%.
On the date of publication, Neha Panjwani didn’t have (both instantly or not directly) positions in any of the securities talked about on this article. All info and knowledge on this article is solely for informational functions. This text was initially revealed on Barchart.com
