How Is Charles Schwab's Stock Performance Compared to Other Capital Market Stocks?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2025
0mins
Source: NASDAQ.COM
Company Overview: The Charles Schwab Corporation, a large-cap financial services firm based in Westlake, Texas, offers a range of wealth management and brokerage services and has a market cap of $136.3 billion. It is recognized for its low-cost trading and strong market position in discount brokerage and retirement planning.
Stock Performance: Despite a recent 5.9% surge following strong Q4 earnings, SCHW's stock has declined 11.1% from its 52-week high and lags behind competitors like Morgan Stanley over the past year. Analysts maintain a "Moderate Buy" rating with a price target suggesting a potential upside.
Analyst Views on SCHW
Wall Street analysts forecast SCHW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SCHW is 116.64 USD with a low forecast of 91.00 USD and a high forecast of 148.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 101.790
Low
91.00
Averages
116.64
High
148.00
Current: 101.790
Low
91.00
Averages
116.64
High
148.00
About SCHW
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
