SCHWFinancial Services · Capital Markets

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

Last close, 9 Oct 2026
$97
−0.18% on the day

The 23 Wall Street analysts covering The Charles Schwab Corp. hold a median 12-month price target of $124 — +28.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 84 of 100 as at 10 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$167.2B
Ticker Nerd rank
84 / 100
Median analyst target
$124
Analysts covering
23
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
0.0%
1M
−9.2%
YTD
−2.3%
1Y
+4.2%
From 52W high
−14.9%
From 52W low
+13.6%
$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 10 Oct 2026
84 / 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
Issuance
85
Growth
85
Quality
84
Value
83
Revisions
75
Momentum
73
Accruals
18
Size
2

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

Accruals (18): 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 quant trader with fourteen 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 $150Median $124Low $95

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 says23 analysts
18 Buy4 Hold1 Sell
Low $95Median $124High $150

The green dot is the last close — the median target sits +28.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 7 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
9 Oct 2026Morgan StanleyMaintainsOverweight$136 → $141
7 Oct 2026BarclaysMaintainsOverweight$125 → $118
7 Oct 2026UBSMaintainsBuy$128 → $113
5 Oct 2026B of A SecuritiesMaintainsUnderperform$91 → $95
2 Oct 2026Piper SandlerMaintainsNeutral$118 → $100
2 Oct 2026Wells FargoInitiatesEqual-Weight$105
3 Aug 2026Compass PointInitiatesBuy—
3 Aug 2026Compass PointInitiatesBuy$135
27 July 2026Morgan StanleyMaintainsOverweight—
27 July 2026Morgan StanleyMaintainsOverweight$133 → $136
23 July 2026Argus ResearchMaintainsBuy$108 → $114
23 July 2026Argus ResearchMaintainsBuy—
22 July 2026BarclaysMaintainsOverweight$122 → $125
22 July 2026BarclaysMaintainsOverweight—
22 July 2026UBSMaintainsBuy$122 → $128
22 July 2026UBSMaintainsBuy—
20 July 2026BMO CapitalDowngradeMarket Perform$105
20 July 2026BMO CapitalDowngradeMarket Perform—
15 July 2026Piper SandlerMaintainsNeutral$105 → $112
15 July 2026Piper SandlerMaintainsNeutral—

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.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SCHW appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

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 9 Oct 2026, The Charles Schwab Corp. returned +4.2% against +17.3% for the S&P 500, dividends included.

SCHW vs S&P 500, last 12 monthsTotal return, rebased to 100
95100105110115120Jan 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 movingNext fiscal year
EPS revision, 90 days
+5.0%
Analysts raising
2
Analysts cutting
2
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
17.6×

Cheaper than 41% of US stocks

Price / sales
6.4×

Cheaper than 20% of US stocks

Price / book
3.8×

Cheaper than 26% of US stocks

EV / EBITDA
—
Growth & margins
Revenue growth (YoY)
20.9%

Higher than 70% of US stocks

Earnings growth (YoY)
31.7%

Higher than 66% of US stocks

Gross margin
—
Operating margin
52.3%

Higher than 97% of US stocks

Net margin
38.8%

Higher than 94% of US stocks

Returns & dividend
Return on equity
20.3%

Higher than 81% of US stocks

Return on assets
2.1%

Higher than 59% of US stocks

Dividend yield
1.3%

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 $167.2B and an enterprise value of $152.9B.

  • Revenue in the twelve months to 30 June 2026: $26.0B. The latest quarter grew 20.9% 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: 17.6×; forward P/E: 12.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.32%, paying out 21% of earnings.

  • The Charles Schwab Corp. employs 33,700 people — $772K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 11 Oct 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.$167.2B
84
GSThe Goldman Sachs Group, Inc.$268.5B
69
HOODRobinhood Markets, Inc.$98.2B
54
MSMorgan Stanley$303.3B
76
IBKRInteractive Brokers Group, Inc.$39.1B
56
LPLALPL Financial Holdings, Inc.$26.5B
54
TWTradeweb Markets, Inc.$26.3B
78

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

SCHW's Planned Forge Trust Sale to Boost Its Private Market Strategy?

Zacks Investment Research · 7 Oct 2026positive

Schwab plans to sell Forge Trust to Alto, streamlining its private market operations while retaining exposure through Forge Global.

Why it matters — The transaction reflects a shift in how Schwab manages its private market operations while preserving a connection to the sector through Forge Global.

Charles Schwab Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Benzinga · 5 Oct 2026neutral

Charles Schwab is scheduled to release its third-quarter earnings before the market opens on Thursday, Oct. 15. The report also highlights recent forecast changes from Wall Street's most accurate analysts ahead of the print.

Why it matters — SCHW watchers would look to the upcoming earnings release and analyst forecast revisions for signals on the company's recent financial performance.

Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?

Zacks Investment Research · 2 Oct 2026positive

Zacks Investment Research reports that Charles Schwab has an impressive earnings surprise history and currently holds the two key ingredients that could lead to another earnings beat in its next quarterly report. The analysis focuses on the likelihood of the company exceeding earnings estimates again.

Why it matters — SCHW watchers would be interested because the article signals that the company's earnings momentum may continue positively into its next quarterly report.

Schwab Initiates Secondary Listing on the Texas Stock Exchange

Business Wire · 1 Oct 2026positive

The Charles Schwab Corporation announced it will begin dual listing its common stock on the Texas Stock Exchange (TXSE), with trading set to commence on October 7, 2026, under the ticker SCHW, while maintaining its primary listing on the New York Stock Exchange. Schwab's President Rick Wurster expressed support for TXSE and what it represents for the future of U.S. markets.

Why it matters — SCHW watchers would care because the dual listing expands the company's trading access and visibility on a new U.S. exchange while it retains its primary NYSE listing.

FAQ

Frequently asked questions about SCHW stock

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

The 23 Wall Street analysts covering The Charles Schwab Corp. have a median 12-month price target of $124, with estimates ranging from $95 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SCHW stock a buy right now?

Of the 23 analysts covering The Charles Schwab Corp., 18 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Charles Schwab Corp. 84 out of 100 across roughly 4,600 US stocks as at 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SCHW?

As at 10 Oct 2026, The Charles Schwab Corp. ranks 84 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 23 analysts implies +28.2% from the last close, and Ticker Nerd's factor model ranks The Charles Schwab Corp. 84 out of 100 as at 10 Oct 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: $95 to $150 over the next 12 months.

How has SCHW stock performed over the past year?

The Charles Schwab Corp. returned +4.2% over the 12 months to 9 Oct 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 that provides brokerage, banking, wealth management, custody, and financial advisory services. The company serves individual investors, independent financial advisors, and institutions through a broad platform that includes trading, cash management, retirement planning, and investment products such as mutual funds and exchange-traded funds.

What is the latest news on SCHW?

The most recent item we track (Zacks Investment Research, 8 Oct 2026): "The Charles Schwab Corporation (SCHW) Earnings Expected to Grow: Should You Buy?". Zacks Investment Research says Charles Schwab lacks the two key ingredients it identifies as supporting a likely earnings beat in the upcoming report.

Company

About The Charles Schwab Corp.

The Charles Schwab Corporation is a diversified financial services company that provides brokerage, banking, wealth management, custody, and financial advisory services. The company serves individual investors, independent financial advisors, and institutions through a broad platform that includes trading, cash management, retirement planning, and investment products such as mutual funds and exchange-traded funds. Its services are delivered through digital tools, branch offices, and specialized support channels, making it a key provider of both self-directed and guided investing solutions. The Charles Schwab Corporation also operates banking and lending services through its subsidiaries, alongside advisory and money management offerings. Headquartered in Westlake, Texas, and founded in 1971, it plays a major role in retail investing, advisor support, and integrated financial services in the U.S. and internationally.

CEO Mr. Richard Andrew Wurster C.F.A., CMT · 33,700 employees · United States · https://www.aboutschwab.com