Ticker: SCHW

Charles Schwab

Finance Financials Financial - Capital Markets

Price 88.87

Reco Sell Potential 36 Risk 75 Updated 2026-10-27

Official website

Forecast impact

negative

Target +28.8% target fill 77.7%

Reaction D5 +3.16% · D10 +4.19% market trust

Impact Potential -4 · Risk +3 valid until 2026-11-15

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Charles Schwab Corporation is a financial services company that provides a range of investment and banking services. Its core products include brokerage services, wealth management, and banking solutions. Major business segments consist of Investor Services, Advisor Services, and Banking Services, with primary revenue sources derived from asset management fees, commissions on trades, and interest income from banking activities. The company serves individual investors, independent advisors, and institutions.

Investment Profile

The investment profile of Charles Schwab suggests it may appeal more to balanced investors due to its combination of growth potential and dividend yield. The stock exhibits moderate volatility and consistent revenue growth, making it suitable for those seeking a mix of capital appreciation and income.

Category: Finance Sector: Financials Industry: Financial - Capital Markets Investment style: Balanced Horizon: Medium-term Company type: Blue Chip Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-28

EPS (TTM) — earnings per share for the last 12 months, $: 5.89
Revenue QoQ — quarter-over-quarter revenue growth: -4.1%
EPS surprise: 2.4%
20d volatility: 1.2%
Dividend yield: 1.3%
last ex-date: 2026-08-14

AI recommendation changes

Date	Before	After	Reason
2026-10-19	Hold	Sell	Weak momentum and high risk; cautious approach advised.
2026-09-18	Buy	Hold	Mixed momentum; fundamentals show promise but risks persist.
2026-07-27	Hold	Buy	Strong fundamentals and positive momentum support growth potential.
2026-07-19	Buy	Hold	Mixed performance; cautious outlook amid market volatility.
2026-07-04	Hold	Buy	Strong recent performance and positive EPS surprise.
2026-06-19	Buy	Hold	Weak momentum and high risk offset potential upside.
2026-06-11	Hold	Buy	Mixed momentum; fundamentals show slight growth.
2026-06-05	Sell	Hold	Weak momentum and high risk; cautious approach advised.
2026-05-28	Hold	Sell	Weak momentum and high risk overshadow potential upside.
2026-05-24	Buy	Hold	Mixed performance; cautious outlook amid market uncertainty.
2026-05-16	Hold	Buy	Stable earnings, but mixed momentum signals present uncertainty.
2026-05-08	—	Hold	Weak momentum and high risk; cautious outlook advised.
2026-05-08	Hold	Hold	Компания показывает умеренное снижение цен за последние месяцы, однако стабильный рост выручки и дивидендная доходность могут привлечь инвесторов. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-04-25	Sell	Hold	Компания показывает умеренный рост выручки, но недавние колебания цен и негативная динамика на более длительных периодах указывают на неопределенность. Рекомендуется удерживать акции до более ясных сигналов о восстановле
2026-04-17	Buy	Sell	Компания испытывает давление на акции в краткосрочной перспективе, однако стабильный рост выручки и дивидендная доходность могут привлечь долгосрочных инвесторов.
2026-04-15	Hold	Buy	Компания показывает положительную динамику на коротких сроках и стабильный рост выручки. Низкий уровень риска и дивидендная доходность делают её привлекательной для инвестиций.
2026-03-29	Buy	Hold	Компания показывает умеренный рост выручки, но недавние колебания цен и негативные показатели по моментуму вызывают опасения. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-03-22	Hold	Buy	Компания показывает стабильные результаты, однако недавнее снижение на 6.66% за 60 дней вызывает осторожность. Дивидендная доходность в 1.21% и положительный рост выручки также поддерживают текущую позицию.
2026-03-14	Buy	Hold	Компания показывает умеренный рост выручки, но недавние колебания цен и отрицательная динамика на коротких интервалах могут указывать на неопределенность. Рекомендуется удерживать акции до более ясных сигналов для покупк
2026-03-05	Hold	Buy	Компания показывает умеренный рост и стабильные финансовые показатели, однако недавнее снижение на 7.41% за 20 дней вызывает осторожность. Дивидендная доходность также привлекательна, что делает акцию интересной для долг
2026-02-12	Buy	Hold	Компания демонстрирует нестабильность в краткосрочной перспективе, однако долгосрочные показатели остаются стабильными. Рекомендуется удерживать акции до прояснения ситуации на рынке.
2026-02-08	Hold	Buy	Компания показывает положительную динамику на протяжении последних 60 и 120 дней, что свидетельствует о росте интереса инвесторов. Учитывая текущие тренды и потенциал роста, рекомендуется покупать акции.
2026-01-29	Buy	Hold	Компания показывает стабильный рост на долгосрочном горизонте, но текущая цена близка к историческим максимумам, что может ограничить краткосрочный потенциал роста.
2026-01-27	Hold	Buy	Компания показывает положительную динамику на длительном горизонте, особенно за последние 60 дней. Текущая цена также выглядит привлекательной для входа в позицию.
2026-01-25	Buy	Hold	Компания показывает умеренный рост за последние месяцы, однако текущая волатильность и отсутствие данных по EPS и дивидендам могут указывать на неопределенность. Рекомендуется удерживать акции до получения более четких с
2026-01-22	Hold	Buy	Компания Charles Schwab демонстрирует положительную динамику на рынке с ростом цен за последние 60 дней, что указывает на потенциал для дальнейшего роста. Низкий риск также делает её привлекательной для инвестиций.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-16	Truist Financial	Target Lowered	— → 115	93.385
2026-10-16	Deutsche Bank	Target Lowered	130 → 125	93.41
2026-10-16	UBS	Target Lowered	113 → 109	94.16
2026-10-16	Wells Fargo	Target Lowered	105 → 103	94.16
2026-10-16	Barclays	Target Lowered	118 → 115	94.16
2026-10-16	Goldman Sachs	Target Lowered	— → 117	94.16
2026-10-16	Jefferies	Update	— → 120	94.16
2026-10-13	Truist Financial	Target Lowered	130 → 125	96.23
2026-10-09	Morgan Stanley	Target Raised	136 → 141	96.87
2026-10-07	Barclays	Target Lowered	125 → 118	96.8
2026-10-07	UBS	Target Lowered	128 → 113	96.8
2026-10-05	Loop Capital Markets	Target Raised	— → 95	96.7
2026-10-01	Wells Fargo	Update	— → 105	98.37
2026-08-03	UBS	Update	— → 135	105.24
2026-08-03	Compass Point	Update	— → 135	105.24
2026-07-27	Morgan Stanley	Target Raised	133 → 136	103.895
2026-07-23	Argus Research	Target Raised	108 → 114	102.18
2026-07-22	Raymond James	Target Raised	137 → 145	99.79
2026-07-22	UBS	Target Raised	122 → 128	99.96
2026-07-21	Wolfe Research	Target Raised	— → 127	99.96
2026-07-21	Piper Sandler	Target Raised	112 → 118	100.585
2026-07-20	BMO Capital	Rating Downgraded	— → 105	101.56
2026-07-15	Piper Sandler	Target Raised	105 → 112	101.1
2026-07-10	Morgan Stanley	Target Raised	125 → 133	102.47
2026-07-09	Barclays	Target Lowered	127 → 122	102.19
2026-07-08	UBS	Target Raised	119 → 122	102.79
2026-05-15	Raymond James	Target Raised	126 → 137	92.2101
2026-05-15	Deutsche Bank	Target Raised	127 → 128	92.61
2026-05-15	Barclays	Target Raised	117 → 127	89.44
2026-04-20	Argus Research	Target Lowered	117 → 108	93.15
2026-04-17	Morgan Stanley	Target Lowered	135 → 125	91.22
2026-04-17	Deutsche Bank	Target Raised	125 → 127	92.62
2026-04-10	Morgan Stanley	Target Lowered	148 → 135	94.27
2026-01-26	Barclays	Target Raised	125 → 126	102.18
2026-01-22	Deutsche Bank	Target Raised	128 → 131	104.87
2026-01-22	Truist Financial	Target Raised	120 → 122	104.27

News Page 1 of 2

Concerns Over AI Agents Disrupting Banking Industry Amidst Wall Street Reactions

10/23/2026, 09:38 AM economy review finance Meta Platforms JPMorgan Chase Wells Fargo Charles Schwab Bank of America

Concerns are rising on Wall Street about the potential disruption AI agents could cause in the banking sector, particularly regarding customer deposits. However, analysts suggest that fears may be overstated, as trust in traditional banking relationships remains strong among consumers.

Market Update: Key Stock Movements and Insights Ahead of Next Trading Session

10/15/2026, 05:37 PM investing review finance Coca-Cola M&T Bank Charles Schwab Kimberly-Clark Nike Apple

Recent trading activity shows a significant pullback in the AI sector, particularly affecting the Nasdaq-100, while traditional consumer staples like Coca-Cola and Kimberly-Clark are performing well, indicating a shift in investor sentiment.

Analysts Goldman Sachs highlight potential retail stock impacts from AI shopping agents like Meta’s Muse

10/09/2026, 07:37 AM economy review Analysts: analysts, Goldman Sachs ai retail Meta Platforms Costco Booking Holdings Inc. Amazon TJX Planet Fitness Charles Schwab

The emergence of AI shopping agents like Meta's Muse is reshaping consumer purchasing behavior, potentially impacting various retail stocks as investors assess the implications of this technology on sales and customer engagement.

Options Strategies to Enhance Portfolio Income Amid Market Volatility

10/01/2026, 12:38 PM investing growth finance Charles Schwab

In a volatile market, options strategies like covered calls and cash-secured puts can provide investors with additional income opportunities, despite the inherent risks involved. These strategies may help investors navigate uncertainty while enhancing portfolio performance.

Investors Can Enhance Cash Income by Implementing a Treasury Bill Ladder Strategy

09/29/2026, 12:37 PM investing growth finance Charles Schwab

Income-focused investors can take advantage of rising Treasury yields by implementing a T-bill ladder strategy, which allows for enhanced portfolio income while managing interest rate risk. This approach is particularly beneficial in the current environment of increasing rates.

Rising Bond Yields Present Income Opportunities for Investors Amid Economic Strength

09/24/2026, 01:37 PM investing forecast finance State Street Corporation Vanguard Charles Schwab

Rising Treasury yields present new opportunities for income investors, particularly in short-duration bonds and floating-rate instruments, as the Federal Reserve signals potential further rate hikes amid a strong economic backdrop.

Analysts Piper Sandler highlight risks for Charles Schwab (SCHW) amid AI disruption from Meta’s Muse

09/23/2026, 05:37 AM investing review Analysts: analysts, Piper Sandler finance Financial Select Sector SPDR Fund Robinhood LPL Financial Raymond James Financial Charles Schwab

Meta's introduction of its AI product, Muse, has intensified competition in the brokerage sector, leading to a significant drop in Charles Schwab's stock while boosting Robinhood's shares, highlighting the disruptive potential of AI in financial services.

Income Investors Eye Opportunities as 10-Year Treasury Yield Reaches 5%

09/14/2026, 01:37 PM investing forecast finance Wells Fargo Charles Schwab

The recent rise in the 10-year Treasury yield to 5% presents both challenges and opportunities for income investors, as they navigate a volatile market influenced by Federal Reserve policies and economic data.

Analysts Ritholtz Wealth Management highlight Interactive Brokers (IBKR) and Travelers (TRV) as top financial stocks amid market gains

09/14/2026, 09:37 AM investing review Analysts: analysts, Ritholtz finance Travelers Charles Schwab Interactive Brokers

Recent commentary highlights the growing profitability of custody services in the financial sector, particularly for firms like Interactive Brokers and Travelers, as investors seek tax-aware strategies amid a strong bull market.

Analysts expect data center stocks to gain traction as consumer inflation remains tame

08/12/2026, 05:36 PM investing review Analysts: analysts internet software US Bancorp Cisco Iron Mountain, Inc. Applied Materials Vertiv Charles Schwab Apple

The article highlights key stock movements and upcoming economic indicators that could influence market performance, particularly focusing on data center stocks and major companies like Apple and Cisco. Investors should pay attention to these developments as they may impact trading strategies and market sentiment.