Charles Schwab upgraded by Morgan Stanley with a new price target
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Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 6/9/2025 | $82.00 | Sell → Neutral | Redburn Atlantic |
| 4/25/2025 | $100.00 | Neutral → Buy | Goldman |
| 4/8/2025 | $76.00 | Equal-Weight → Overweight | Morgan Stanley |
| 4/2/2025 | $102.00 | Buy → Neutral | Citigroup |
| 4/2/2025 | $102.00 | Neutral → Buy | Citigroup |
| 2/18/2025 | $88.00 → $103.00 | Hold → Buy | TD Cowen |
| 1/22/2025 | $89.00 → $93.00 | Equal Weight → Overweight | Wells Fargo |
| 12/9/2024 | $74.00 → $95.00 | Equal Weight → Overweight | Barclays |
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
Achieving financial comfort and wealth are more attainable for those who identify as savers, investors, and planners Americans believe it takes $839,000 to be "financially comfortable," according to Charles Schwab's 2025 Modern Wealth Survey, an annual survey that examines Americans' perspectives on saving, spending, investing, and wealth. This is up from $778,000 reported last year, but down from the $1 million Americans cited in 2023. This year's Modern Wealth Survey also reveals that Americans now think it takes an average of $2.3 million to be considered "wealthy," which is a slight drop year over year but is consistent with the five-year trend. Year Average net worth it tak
Schwab clients were sellers of equities in June; Net selling was highest in the Information Technology, Financial and Communication Services sectors The Schwab Trading Activity Index™ (STAX) increased slightly to 40.66 in June, up from its score of 39.68 in May. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250708808831/en/ The reading for t
Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund capabilities for independent registered investment advisors (RIAs). The expanded line-up will nearly double its size to approximately 2,000 funds across 58 asset managers. Schwab's INTF offering now includes AB, Akre, Alger, AMG, American Beacon, Artisan, Baron, Buffalo, Carillon, Cliffwater, Federated, Gabelli, Harding Loevner, Hartford, Jensen, John Hancock, Lazard, Manning & Napier, Matthews, Natixis/Loomis, NYLI, Oakmark, Parnassus, Performance Trust, PGIM, Royce, Segall Bryant, Thornburg, Victory, Virtus, Voya, Wasatch and William Blair. "This robust capability will provide independent ad
11-K - SCHWAB CHARLES CORP (0000316709) (Filer)
8-K - SCHWAB CHARLES CORP (0000316709) (Filer)
8-K - SCHWAB CHARLES CORP (0000316709) (Filer)
Redburn Atlantic upgraded Charles Schwab from Sell to Neutral and set a new price target of $82.00
Goldman upgraded Charles Schwab from Neutral to Buy and set a new price target of $100.00
Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2025, it will redeem all of the 24,580 outstanding shares of its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G ("Series G Preferred Stock", CUSIP 808513BD6), and the corresponding 2,457,964 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series G Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 2, 2025 to holders of record at the close of
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.27 per common share. The dividend is payable May 23, 2025 to stockholders of record as of the close of business on May 9, 2025. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable June 2, 2025 to stockholders of record as of the close of business on May 16, 2025: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: March 1, 2025-May 31, 2025 $14.88 $0.372000 5.00% Fixed-to-Flo
March Core Net New Assets Equal $59.1 Billion, 1Q25 Totals $137.7 Billion 1Q25 Net Revenues Up 18% Year-Over-Year to a Record $5.6 Billion Quarterly GAAP Earnings Per Share of $.99, $1.04 Adjusted (1) – Up 41% Versus 1Q24 The Charles Schwab Corporation reported net income for the first quarter totaling $1.9 billion, or $.99 earnings per share. Excluding $130 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.0 billion and $1.04, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250417974117/en/ Client Driven Growth $137.7B 1Q25 Core Net New Assets "I
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Charles Schwab today announced the launch of the inaugural National Investing Day, an investor education and empowerment initiative encouraging people to dedicate at least one day in the year to explore how they can get invested and stay invested for a strong financial future. Taking place each year on May 1, National Investing Day aims to raise awareness about the power of long-term investing, providing accessible tools and resources for individuals at every stage of their financial journey. "At Schwab we believe that investing is a purposeful act of optimism," said Rick Wurster, president and chief executive officer at Charles Schwab. "Our goal in launching National Investing Day is to
New grant aims to continue bringing financial empowerment resources and education to young people across the country Charles Schwab is extending its long-standing partnership with National 4-H Council (4-H), America's largest youth development organization that reaches nearly six million young people each year. Originally launched in 2019, the partnership has already made significant strides empowering thousands of youth across the country with essential financial literacy skills through Smart Cents, a research-backed financial literacy program for youth ages 8-18 delivered through local teachers and educators. This new grant will build upon the existing grant work of both organizations b
Will Continue Serving as Executive Co-Chairman of the Board of Directors Rick Wurster Named CEO to Succeed Bettinger The Charles Schwab Corporation today announced, as part of its multi-year succession plan, that Walt Bettinger has notified the Board of Directors of his intention to retire as Chief Executive Officer effective December 31, 2024. Rick Wurster, President of Schwab since 2021, will be named President and CEO and will join the Schwab Board of Directors, effective January 1, 2025. Bettinger will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. Bettinger has successfully led Schwab as CEO since late 2008. Some of the ma