Schwab: Latest Stock Performance, Analyst Ratings, and Investment Trends
Investors seeking stability and strong growth in the financial sector often turn to Schwab. As one of America's largest brokerage and wealth management firms, Charles Schwab has recently attracted the attention of both analysts and institutional investors. In this article, we'll break down the latest on Schwab's stock performance, key analyst upgrades, and where the company stands in today's market.
Image showing Schwab's recent stock performance during Q1 2025
Schwab Stock Performance in 2025
Charles Schwab (NYSE:SCHW) has experienced robust momentum in 2025. The stock recently traded at $84.53, with a 52-week high of $85.19 and a low of $61.01. This impressive climb can be attributed to solid quarterly earnings, consistent revenue, and effective management of assets and risks. Notably, institutions now own over 84% of Schwab shares, signaling continued confidence in the company’s growth trajectory.
Farallon Capital Management LLC made a substantial new investment of approximately $234.54 million, acquiring over 3 million shares during the fourth quarter. For more detail on this major institutional move, see Farallon Capital Management LLC Makes New $234.54 Million Investment in The Charles Schwab Co. (NYSE:SCHW).
Latest Analyst Ratings for Schwab
Schwab's financial health and operational resilience have led to optimistic analyst projections. The company received multiple upgrades in price targets and overall ratings. For example:
- JMP Securities placed a price objective of $94.00.
- TD Cowen upgraded Schwab from "hold" to "buy," raising the target to $103.00.
- Citigroup also bumped Schwab to "buy," with a target of $102.00.
As compiled by MarketBeat, Schwab holds an average "moderate buy" rating, reflecting strong prospects while noting some caution due to market conditions. To explore a range of analyst opinions and performance forecasts, you can read Graham Capital Management L.P. Boosts Stock Position in The Charles Schwab Co. (NYSE:SCHW).
Institutional Investors Show Renewed Interest
Several other major funds have grown their Schwab positions in recent months.
- EP Wealth Advisors LLC increased its stake by nearly 45%, holding shares worth $2.85 million at the end of Q4 2024. Read more about this move in EP Wealth Advisors LLC Has $2.85 Million Stock Holdings in The Charles Schwab Co. (NYSE:SCHW).
- Graham Capital Management L.P. boosted its Schwab holding by over 240% during the same period.
These moves come despite a competitive market, further highlighting Schwab's reputation for reliability and growth.
Schwab Dividend and Earnings Trends
Schwab has continued to reward its investors with steady dividends. The company announced a quarterly dividend of $0.27 per share, an annualized yield of 1.28%. In Q1 2025, Schwab reported earnings per share (EPS) of $1.04, beating analyst estimates and underscoring its operational efficiency. This performance follows a year of strong revenue and improved net margins.
Insider Activity and Company Profile
It's worth noting recent insider sales, including sizable transactions by company executives. While insider selling may grab headlines, it's a routine occurrence at large financial firms and often relates to personal financial planning rather than company outlooks. Schwab, as a savings and loan holding company, operates two main sectors: Investor Services and Advisor Services. The firm provides a full range of brokerage, banking, and advisory solutions for both individuals and institutions.
Conclusion: Why Schwab Remains a Top Pick
Schwab’s consistent stock performance and robust analyst ratings show why it remains a staple in many investment portfolios. With leading institutional investors backing Schwab and forecasts pointing to continued growth, the company represents a compelling choice for long-term investors. If you're considering expanding your portfolio, now is a great time to explore what Schwab and its financial services have to offer.