Charles Schwab: Buy Rating Amid Robust Growth And Resilience
We rate Charles Schwab a Buy with a $111 price target, citing resilient earnings power and platform durability in a higher-rate environment. Schwab's net interest income advantage, disciplined cost management, and core asset growth drive strong EPS growth and margin expansion, outpacing most peers. Our valuation uses a risk-adjusted 22x forward P/E, balancing premium positioning with mean-reversion risk, and offering 22%+ upside and asymmetrical long-term optionality.
Schwab's Total Client Assets Rise Y/Y in May, Stock Down 1.3%
Schwab's total client assets hit $10.35T in May, rising 12.4% year over year, but shares dip 1.3% after the monthly report.
Charles Schwab Gets Buy Rating Reaffirmed As It Grows Clients While Cutting Costs
I'm reaffirming my prior buy rating on Charles Schwab from fall 2024, after a modified and updated research approach considering new data. New client money growth, new loans, trading volume, and a diversified business model presents an appealing growth case for Schwab. Strong cashflow powering a proven dividend growth, and earnings driven by strong profit margins within its sector, are additional positives.
What retail investors are buying and selling
Charles Schwab's client surveys have been showing a trend: retail investors are turning away from individual names and buying ETFs. In the video above, Charles Schwab head trading and derivatives strategist Joe Mazzola explains why the phenomenon may be occurring.
Schwab Shares Gain 1.1% as Total Client Assets Rise in April
SCHW reports an increase in total client assets in April 2025 on the back of volatile markets.
Why The Charles Schwab Corporation (SCHW) is a Top Momentum Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Preferred Stocks To Sell (Part 2): Charles Schwab's SCHW.PR.D
Schwab's 5.95% Dep Shares Non-Cumul Perpetual Preferred Stock Series D (SCHW-D) is overvalued, trading around PAR with a 6% yield and no appreciation potential. SCHW-D poses downside risk amid potential fixed-income selloffs, making it a "Sell" candidate compared to senior debt and exchange-traded peers with better yields. Despite strong company fundamentals and stable credit ratings, SCHW-D's current valuation and yield spread offer limited upside and higher risk.
Charles Schwab Q1: 3 Reasons To Buy This Brokerage Powerhouse
Charles Schwab reported over $2.0B in quarterly profits in Q1'25, with a net profit margin exceeding 40%, driven by strong market activity. The firm attracted $137.7B in core net new assets in Q1, showing a 20% increase quarter-over-quarter, bolstering future earnings growth. Charles Schwab is growing its business and demonstrating a strong ability to consistently grow its asset base.
The Charles Schwab Corporation (SCHW) 2025 Spring Business Update Conference Call (Transcript)
The Charles Schwab Corporation (NYSE:SCHW ) 2025 Spring Business Update Conference Call April 17, 2025 8:30 AM ET Company Participants Jeff Edwards - Head of IR Rick Wurster - President and CEO Mike Verdeschi - CFO Conference Call Participants Steven Chubak - Wolfe Research Dan Fannon - Jefferies Ken Worthington - JPMorgan Bill Katz - TD Cowen Kyle Voigt - KBW Devin Ryan - Citizens Bank Ben Budish - Barclays Ben Rubin - UBS Mike Brown - Wells Fargo Securities David Smith - Truist Jeff Edwards Good morning, everyone, and welcome to Schwab's 2025 Spring Business Update. This is Jeff Edwards, Head of Investor Relations.
Charles Schwab (SCHW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Charles Schwab (SCHW) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Schwab's Q1 Earnings and Revenues Beat Estimates, Stock Gains
Higher revenues driven by net interest revenues and solid asset management performance support SCHW's Q1 earnings.
The Charles Schwab Corporation (SCHW) Q1 Earnings and Revenues Beat Estimates
The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.74 per share a year ago.
