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SCHW Stock Forecast: The Charles Schwab Corp. Price Predictions for 2026-2027

Last close, 4 Nov 2026
$93
+4.58% on the day

The 24 Wall Street analysts covering The Charles Schwab Corp. hold a median 12-month price target of $119 — +26.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 4 Nov 2026 — in the upper half.

Market cap
$161.5B
Ticker Nerd rank
67/ 100
Median analyst target
$119
Analysts covering
24
Revenue$7.1B+20.9% y/y
Net income$2.8B
Free cash flow$4.1B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+5.2%
1M
−3.4%
YTD
−5.6%
1Y
+0.8%
From 52W high
−17.8%
From 52W low
+9.7%
$85
$114
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SCHW stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The Charles Schwab Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 4 Nov 2026
67/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
89
Growth
85
Quality
85
Value
84
Momentum
66
Issuance
61
Revisions
51
Accruals
19
Size
2

Volatility (89): The share price has been relatively steady.

Accruals (19): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

SCHW stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SCHW, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$100$120$140$160Jan 26Apr 26Jul 26Oct 26SCHWHigh $147Median $119Low $82

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says24 analysts
18 Buy5 Hold1 Sell
Low $82Median $119High $147

The green dot is the last close — the median target sits +26.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 9 moved it down.

DateFirmActionRatingTarget
28 Oct 2026Evercore ISI GroupMaintainsIn-Line$104 → $98
21 Oct 2026Morgan StanleyMaintainsOverweight$141 → $132
19 Oct 2026BMO CapitalMaintainsMarket Perform—
19 Oct 2026BMO CapitalMaintainsMarket Perform$105 → $97
16 Oct 2026BarclaysMaintainsOverweight$118 → $115
16 Oct 2026BarclaysMaintainsOverweight—
16 Oct 2026CitizensReiteratesMarket Outperform—
16 Oct 2026CitizensReiteratesMarket Outperform$120
16 Oct 2026Evercore ISI GroupMaintainsIn-Line—
16 Oct 2026Evercore ISI GroupMaintainsIn-Line$107 → $104
16 Oct 2026JP MorganMaintainsOverweight$150 → $147
16 Oct 2026JP MorganMaintainsOverweight—
16 Oct 2026TD CowenReiteratesBuy—
16 Oct 2026TD CowenReiteratesBuy$129
16 Oct 2026Truist SecuritiesMaintainsBuy$125 → $112
16 Oct 2026Truist SecuritiesMaintainsBuy—
16 Oct 2026UBSMaintainsBuy$113 → $109
16 Oct 2026UBSMaintainsBuy—
16 Oct 2026Wells FargoMaintainsEqual-Weight—
16 Oct 2026Wells FargoMaintainsEqual-Weight$105 → $103

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

SCHW appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

SCHW vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 4 Nov 2026, The Charles Schwab Corp. returned +0.8% against +14.8% for the S&P 500, dividends included.

SCHW vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120Jan 26Apr 26Jul 26Oct 26SCHWS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SCHW analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
−0.7%
Analysts raising
4
Analysts cutting
7
Fundamentals

The Charles Schwab Corp. (SCHW) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
16.0×

Cheaper than 44% of US stocks

Price / sales
6.0×

Cheaper than 20% of US stocks

Price / book
3.1×

Cheaper than 29% of US stocks

EV / EBITDA
—
Growth & margins
Revenue growth (YoY)
16.9%

Higher than 65% of US stocks

Earnings growth (YoY)
23.2%

Higher than 62% of US stocks

Gross margin
—
Operating margin
52.7%

Higher than 97% of US stocks

Net margin
39.3%

Higher than 94% of US stocks

Returns & dividend
Return on equity
21.1%

Higher than 82% of US stocks

Return on assets
2.2%

Higher than 60% of US stocks

Dividend yield
1.4%

Higher than 74% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The Charles Schwab Corp. (SCHW) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The Charles Schwab Corp. has a market value of $161.5B and an enterprise value of $132.8B.

  • Revenue in the twelve months to 30 June 2026: $26.0B. The latest quarter grew 16.9% year on year.

  • Net income over the same four quarters: $10.1B, a 38.8% net margin.

  • Diluted earnings per share, trailing twelve months: $5.50.

  • Free cash flow in the twelve months to 30 June 2026: $10.8B.

  • The Charles Schwab Corp. spent $10.9B on share buybacks and $2.4B on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 1.7B.

  • Trailing P/E: 16.0×; forward P/E: 12.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.37%, paying out 21% of earnings.

  • The Charles Schwab Corp. employs 33,900 people — $768K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 5 Nov 2026

Data provided by Twelve Data

Peers

SCHW vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelCapital Markets
CompanyMarket capTKN rank
SCHWThe Charles Schwab Corp.$161.5B67
GSThe Goldman Sachs Group, Inc.$267.7B81
MSMorgan Stanley$304.6B88
HOODRobinhood Markets, Inc.$78.7B39
IBKRInteractive Brokers Group, Inc.$34.7B61
TWTradeweb Markets, Inc.$30.0B86
LPLALPL Financial Holdings, Inc.$25.0B60

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The Charles Schwab Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SCHW news & analysis

NDEX Expands Relationship with Schwab Advisor Services to Support RIAs with Data and Wealth Management Solutions

Business Wire · 3 Nov 2026positive

NDEX Systems is expanding its relationship with Schwab Advisor Services, offering RIAs a wealth management platform and data aggregation capabilities. Firms can combine information from multiple custodians and asset types and choose the full platform or selected functions.

Why it matters — The expanded relationship adds technology options for RIAs using Schwab Advisor Services.

Schwab IMPACT 2026: Matt Tuttle Sees GOOGL as a Buy, ORCL Guidance "Huge"

Schwab Network · 29 Oct 2026neutral

At Schwab IMPACT 2026, Matthew Tuttle said he believes investors should buy the dip in Alphabet despite its double earnings miss. He also discussed caution around a potential Anthropic IPO and compared possible volatility with SpaceX’s public trading debut.

Why it matters — The segment addresses investor views on major technology stocks and trading volatility, topics relevant to Schwab observers.

Charles Schwab's Jon Beatty: We are moving on AI from experimentation to practical usage

CNBC Television · 29 Oct 2026neutral

CNBC’s Morgan Brennan and Charles Schwab head of advisor services Jon Beatty discussed Schwab IMPACT 2026. The headline characterizes Schwab’s AI efforts as moving from experimentation toward practical usage.

Why it matters — The discussion provides a glimpse of how Schwab describes the direction of its AI work to investors and other stakeholders.

Schwab IMPACT 2026: Charles Schwab CEO on AI's Value for Clients & Advisors

Schwab Network · 29 Oct 2026positive

Charles Schwab CEO Rick Wurster discussed why more RIAs are working with the firm and how advisors are using AI tools. He also addressed how financial experts can benefit from using the evolving technology.

Why it matters — The discussion offers insight into Schwab’s relationships with RIAs and the use of AI in advisors’ work.

Schwab: It's Time To Evaluate The Preferreds And Common

Seeking Alpha · 29 Oct 2026positive

Seeking Alpha reports that Charles Schwab posted record Q3 2026 results, with net revenue up 17% and adjusted diluted EPS up 29% year over year. The article also discusses the company’s asset gathering, net interest margin and wealth advisory business.

Why it matters — The reported results and business trends are relevant to investors monitoring Schwab’s operating performance.

FAQ

Frequently asked questions about SCHW stock

What is the SCHW stock price forecast for 2026-2027?

The 24 Wall Street analysts covering The Charles Schwab Corp. have a median 12-month price target of $119, with estimates ranging from $82 to $147. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SCHW stock a buy right now?

Of the 24 analysts covering The Charles Schwab Corp., 18 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Charles Schwab Corp. 67 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SCHW?

As at 4 Nov 2026, The Charles Schwab Corp. ranks 67 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (89 of 100).

Will SCHW stock go up?

No one can know that. What the data says: the median 12-month target from 24 analysts implies +26.9% from the last close, and Ticker Nerd's factor model ranks The Charles Schwab Corp. 67 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SCHW stock forecast for 2030?

No analyst covering The Charles Schwab Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SCHW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $82 to $147 over the next 12 months.

How has SCHW stock performed over the past year?

The Charles Schwab Corp. returned +0.8% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The Charles Schwab Corp. do?

The Charles Schwab Corporation is a diversified financial services company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Through its operating businesses, the company serves individual investors, affluent clients, employers, institutions, and independent investment advisors.

What is the latest news on SCHW?

The most recent item we track (Business Wire, 3 Nov 2026): "NDEX Expands Relationship with Schwab Advisor Services to Support RIAs with Data and Wealth Management Solutions". NDEX Systems is expanding its relationship with Schwab Advisor Services, offering RIAs a wealth management platform and data aggregation capabilities. Firms can combine information from multiple custodians and asset types and choose the full platform or selected functions.

Company

About The Charles Schwab Corp.

The Charles Schwab Corporation is a diversified financial services company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Through its operating businesses, the company serves individual investors, affluent clients, employers, institutions, and independent investment advisors. Its offerings include self-directed brokerage accounts, managed portfolios, retirement plan services, deposit and lending products, trading access across major asset classes, financial planning, and investment research. The company also supports registered investment advisors and institutions with custody, technology, practice-management resources, and operational infrastructure. Its asset management activities encompass mutual funds, exchange-traded funds, separately managed accounts, and other investment solutions, while its banking operations provide cash-management and credit services connected to client financial needs. The Charles Schwab Corporation occupies a significant role in the financial services market by integrating investing, advice, banking, and custody within a broad platform serving both retail and professional market participants.

CEO Mr. Richard Andrew Wurster C.F.A., CMT · 33,900 employees · United States · https://www.aboutschwab.com