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Ticker | Name | Date | Analyst Firm | Up/Down | Target ($) | Rating Change | Rating Current |
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Throughout the last three months, 16 analysts have evaluated Charles Schwab (NYSE:SCHW), offering a diverse set of opinions from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
---|---|---|---|---|---|
Total Ratings | 4 | 6 | 5 | 1 | 0 |
Last 30D | 2 | 0 | 0 | 0 | 0 |
1M Ago | 0 | 0 | 0 | 0 | 0 |
2M Ago | 1 | 5 | 5 | 1 | 0 |
3M Ago | 1 | 1 | 0 | 0 | 0 |
In the assessment of 12-month price targets, analysts unveil insights for Charles Schwab, presenting an average target of $80.5, a high estimate of $92.00, and a low estimate of $70.00. Witnessing a positive shift, the current average has risen by 4.64% from the previous average price target of $76.93.
The perception of Charles Schwab by financial experts is analyzed through recent analyst actions. 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 |
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Bill Kirk | TD Cowen | Lowers | Buy | $88.00 | $92.00 |
Brennan Hawken | UBS | Raises | Buy | $91.00 | $87.00 |
Bill Kirk | TD Cowen | Raises | Buy | $92.00 | $87.00 |
Devin Ryan | JMP Securities | Maintains | Market Outperform | $80.00 | - |
Patrick Moley | Piper Sandler | Raises | Overweight | $85.00 | $78.00 |
Kyle Voigt | Keefe, Bruyette & Woods | Raises | Market Perform | $76.00 | $75.00 |
Craig Siegenthaler | B of A Securities | Raises | Underperform | $70.00 | $68.00 |
Benjamin Budish | Barclays | Raises | Equal-Weight | $75.00 | $74.00 |
Kenneth Worthington | JP Morgan | Raises | Overweight | $89.00 | $86.00 |
Patrick Moley | Piper Sandler | Raises | Overweight | $78.00 | $75.00 |
Christopher Allen | Citigroup | Raises | Neutral | $75.00 | $70.00 |
Michael Cyprys | Morgan Stanley | Raises | Equal-Weight | $71.00 | $65.00 |
Devin Ryan | JMP Securities | Raises | Market Outperform | $80.00 | $77.00 |
Benjamin Budish | Barclays | Raises | Equal-Weight | $74.00 | $68.00 |
Bill Kirk | TD Cowen | Announces | Outperform | $87.00 | - |
Brian Bedell | Deutsche Bank | Raises | Buy | $77.00 | $75.00 |
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Charles Schwab's market position. Stay informed and make well-informed decisions with our Ratings Table.
Stay up to date on Charles Schwab analyst ratings.
Charles Schwab operates in brokerage, wealth management, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Revenue Growth: Charles Schwab's revenue growth over a period of 3 months has faced challenges. As of 31 March, 2024, the company experienced a revenue decline of approximately -7.35%. This indicates a decrease in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 26.39%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Charles Schwab's ROE stands out, surpassing industry averages. With an impressive ROE of 3.85%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Charles Schwab's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.26%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 1.66, Charles Schwab adopts a prudent financial strategy, indicating a balanced approach to debt management.
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
Posted In: SCHW