US STOCK
SCHW Stock Analysis
US stocks · market data · technical indicators
The Charles Schwab Corporation
SCHWUS stocksQuote delayed 15 min
9/11 下午08:53 updated
$107.33
+0.79+0.74%
Open
$107.27
High
$107.65
Low
$106.53
Volume
668.14萬
SCHW price history
-2.48%Open
110.06
Latest
107.33
High
113.65
Low
106.54
Average
109.83
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AI Composite Technical Analysis
BetaFormula: fundamentals (40%) + technical indicators (30%) + market sentiment (30%)
AI Score90
Score range 0–100; a higher score indicates a stronger buy signal
Market Status
BuyCurrent Price$107.33
Target Price$150.262
Change %+0.74%
Institutional
Net Buying
Foreign Ownership
Reducing
Market Heat
Positive
Fundamentals (US)
P/E Ratio
19.42x
ROE
20.27%
P/B Ratio
4.20x
Dividend Yield
1.20%
Market Insight
The composite score points to a strong buy signal (90/100), with several technical and fundamental indicators in positive territory. Return on equity of 20.27% indicates solid profitability. The target price implies roughly 40.00% upside.
This analysis is for reference only and does not constitute investment advice. Investing carries risk; educational content only.
Financial snapshot
SCHW - The Charles Schwab Corporation
EPS
5.50USD
Forward EPS
7.80USD
P/E
19.42x
Forward P/E
13.68x
P/B
4.20x
ROE
20.27%
ROA
2.07%
Operating margin
52.28%
Profit margin
38.79%
Revenue growth
20.90%
Earnings growth
42.60%
Dividend yield
1.20%
Financial statements
| 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | |
|---|---|---|---|---|---|
| Revenue | $7.07B | $6.48B | $6.34B | $6.13B | $5.85B |
| Net income | $2.80B | $2.48B | $2.46B | $2.36B | $2.13B |
| Basic EPS | 1.55 | 1.37 | 1.34 | 1.26 | 1.09 |
| Diluted EPS | 1.54 | 1.37 | 1.33 | 1.26 | 1.08 |
Estimates vs actuals
Next earnings
2026-10-15
EPS estimate
1.67
Revenue estimate
$7.23B
Last surprise
+4.55%
| Date | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-10-15 | 1.67 | Not reported | — |
| 2026-07-21 | 1.55 | 1.62 | +4.55% |
| 2026-04-16 | 1.40 | 1.43 | +2.48% |
| 2026-01-21 | 1.39 | 1.39 | -0.27% |
| 2025-10-16 | 1.25 | 1.31 | +5.21% |
| 2025-07-18 | 1.10 | 1.14 | +3.81% |
| 2025-04-17 | 1.01 | 1.04 | +3.17% |
| 2025-01-21 | 0.91 | 1.01 | +10.46% |
| 2024-10-15 | 0.75 | 0.77 | +2.61% |
| 2024-07-16 | 0.72 | 0.73 | +1.14% |
| 2024-04-15 | 0.73 | 0.74 | +0.73% |
| 2024-01-17 | 0.64 | 0.68 | +6.37% |
Institutional holders
| Institution | Quarter | Value held | Portfolio weight |
|---|---|---|---|
| VANGUARD GROUP INC | 2025-12-31 | $15B | 0.22% |
| BlackRock Inc. | 2024-06-30 | $7.4B | 0.17% |
| STATE STREET CORP | 2026-06-30 | $6.8B | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 2026-06-30 | $777.4M | 0.56% |
| CITADEL ADVISORS LLC | 2026-06-30 | $314.3M | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC | 2026-06-30 | $176.3M | 0.24% |
| Bridgewater Associates, LP | 2026-06-30 | $2.7M | 0.01% |
13F quarterly filings. Reporting periods differ by institution; value and weight reflect each institution's own latest quarter.
Analyst ratings
Mean target
$124.95
Target range
$91.00 – $145.00
Implied upside
17.01%
Strong buy
7
Buy
11
Hold
3
Sell
0
Strong sell
1
Dividends
Annual yield
1.15%
Frequency
Quarterly
Recent payouts
- 2026-08-14$0.3200
- 2026-05-08$0.3200
- 2026-02-13$0.3200
- 2025-11-14$0.2700
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