SCHW SCHWAB CHARLES CORP
Price Chart
Executive Summary
On June 9, 2025, Redburn Atlantic upgraded Charles Schwab (SCHW) from Sell to Neutral, raising its price target to $82 from $65. The stock currently trades at $91.64, above the new target, implying a 10.5% downside. This call is part of a cluster of 10 firms updating coverage on SCHW. Redburn Atlantic has a 50% accuracy rate on 115 calls, with an average return of 5.8% — below the peer average. The consensus stands at 23 Buy, 3 Hold, and 1 Sell, with a mean price target of $115.20 (25.7% upside). EPS revisions have been strongly positive over the last 30 days (17 up, 0 down for the fiscal year). However, insider selling has been heavy, with over $9M in sales in late April, and short interest is elevated at 58.5% of off-exchange volume. The upgrade is a cautious nod to improvement but diverges from bearish cross-platform signals.
Impact Score
Consensus & Targets
The consensus on SCHW is overwhelmingly bullish: 23 Buy ratings (7 Strong Buy, 16 Buy), 3 Hold, and 1 Sell out of 27 analysts. The consensus direction is strongly positive, with Redburn's Neutral standing as a more cautious outlier.
Current price: $91.64. Mean PT: $115.20, median: $117.50, high: $131, low: $92. Implied upside to mean: +25.7%. Redburn's $82 PT is below the consensus low of $92 and the mean — the most bearish target on the street — implying a -10.5% downside.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-17 | JP Morgan | maintain | Overweight | $131.00 |
| 2026-04-17 | Morgan Stanley | maintain | Overweight | $125.00 |
| 2026-04-10 | Morgan Stanley | maintain | Overweight | $135.00 |
| 2026-04-08 | UBS | maintain | Buy | $119.00 |
| 2026-04-08 | Barclays | maintain | Overweight | $117.00 |
| 2026-04-06 | Jefferies | maintain | Buy | $118.00 |
| 2026-04-01 | Truist Securities | maintain | Buy | $120.00 |
| 2026-01-26 | Barclays | maintain | Overweight | $126.00 |
| 2026-01-22 | Barclays | maintain | Overweight | $125.00 |
| 2026-01-22 | Truist Securities | maintain | Buy | $122.00 |
Over the past 30 days, analyst activity on SCHW shows 0 upgrades and 0 downgrades. EPS revisions are positive: current quarter had 7 upward revisions (0 down) in 7 days and 10 up vs 4 down in 30 days; fiscal year had 17 up (0 down) in 30 days. Estimates are trending higher.
Firm Track Record — Redburn Atlantic
Redburn Atlantic accuracy: 50% on 115 calls | avg return: 5.8%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Goldman Sachs | 100% | 3/3 | 15% | top tier |
| Wells Fargo | 71% | 5/7 | 9.1% | top tier |
| Citigroup | 71% | 5/7 | 5.6% | top tier |
| Deutsche Bank | 71% | 5/7 | 6.4% | top tier |
| Morgan Stanley | 69% | 9/13 | 7.6% | top tier |
| JMP Securities | 67% | 8/12 | 6.7% | top tier |
| Truist Securities | 67% | 6/9 | 8.8% | top tier |
| Keefe, Bruyette & Woods | 63% | 5/8 | 6.7% | top tier |
| Piper Sandler | 57% | 4/7 | 6.9% | above average |
| JP Morgan | 57% | 4/7 | 4.7% | above average |
Redburn Atlantic has a 50% accuracy rate on 115 scored calls with an average return of 5.8% — below average versus peers. Top-tier firms on SCHW: Goldman Sachs (100% on 3 calls), Wells Fargo (71% on 7), Citigroup (71% on 7). Bottom-tier: TD Cowen (25% on 4), UBS (25% on 4). Redburn's track record is mediocre, offering limited conviction.
Earnings Estimates
Next earnings: Jul 16, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.47 | $1.42 — $1.56 | $6.6B | ↑7 ↓0 |
| +1q | $1.53 | $1.48 — $1.57 | $6.7B | ↑8 ↓0 |
| +1y | $6.99 | $5.80 — $7.83 | $29.1B | ↑2 ↓0 |
| 0y | $6.02 | $5.92 — $6.15 | $26.7B | ↑2 ↓0 |
Cross-Platform Signals
Insider trading shows heavy selling: Charles Schwab sold $3.3M and $3.3M on April 26-27, and other executives sold over $3M combined. Congressional trades are mixed (one small sell, one mid-size buy). Institutional activity shows Norway's central bank opening and exiting large positions; Renaissance Technologies added 77.2%. Short interest is elevated at 58.5% of off-exchange volume. The upgrade diverges from insider selling and high short interest.
Actionable Insight
Redburn's upgrade to Neutral is a marginal positive, but the below-consensus PT and mediocre firm accuracy limit its bullish signal. With strong insider selling and high short interest, traders should wait for price to reclaim the $92 consensus low before taking a bullish stance.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $88.19 $88.96 | ▲ +0.87% | ▲ +0.35% | $91.10 (+3.30%) |
|
May 21, 2026
23d ago
|
Insider Cluster
| $90.39 $87.34 | ▼ −3.37% | ▼ −5.22% | $91.10 (+0.79%) |
|
May 20, 2026
23d ago
|
424B5
| $17.50 $17.60 | ▼ −0.60% | ▲ +1.25% | $91.10 (−420.72%) |
|
May 19, 2026
25d ago
|
Insider Cluster
| $91.81 $85.54 | ▼ −6.83% | ▼ −9.13% | $91.10 (−0.77%) |
|
May 18, 2026
26d ago
|
424B5
| $17.74 $17.53 | ▼ −1.16% | ▼ −2.77% | $91.10 (+413.67%) |
|
May 6, 2026
5w ago
|
Insider Cluster
| $92.10 $91.11 | ▼ −1.08% | ▼ −2.25% | $91.10 (−1.08%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $88.19 $88.96 | ▲ +0.87% | ▲ +0.35% | $91.10 (+3.30%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $90.85 $92.37 | ▲ +1.67% | ▼ −0.02% | $91.10 (+0.28%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $90.85 $91.48 | ▲ +0.70% | ▼ −0.99% | $91.10 (+0.28%) |
|
Apr 27, 2026
6w ago
|
Insider Cluster
| $90.76 $91.43 | ▲ +0.74% | ▲ +0.34% | $91.10 (+0.38%) |
US Market Status
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