SCHW SCHWAB CHARLES CORP
BULLISH
Impact: 2/10
ANALYST-UPGRADE
10 firms acted on SCHW: BMO Capital, Redburn Atlantic, Goldman Sachs, Morgan Stanley, Citigroup, Wells Fargo, Barclays, Wells Fargo, Piper Sandler, TD Cowen
Final — all horizons settled through T+60d ⚠ clustered
SCHW ▲ +10.70% at T+60d
LONG call ✓ call won +10.70% · α vs SPY +2.45% · entry $88.19 → $97.63
Currently $91.10 · +3.30% from $88.19 entry
T+1d
+0.10%
call +0.10% · α -0.48%
$88.28
settled 12mo ago
T+5d
+0.87%
call +0.87% · α +0.35%
$88.96
settled 12mo ago
T+20d
+4.64%
call +4.64% · α +0.56%
$92.28
settled 11mo ago
T+60d
+10.70%
call +10.70% · α +2.45%
$97.63
settled 9mo ago
Price Chart
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Executive Summary
10 firms acted on SCHW: BMO Capital, Redburn Atlantic, Goldman Sachs, Morgan Stanley, Citigroup, Wells Fargo, Barclays, Wells Fargo, Piper Sandler, TD Cowen
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
2/10
Consensus & Targets
Buy / Strong Buy
24 (86%)
Hold
3
Sell / Strong Sell
1
Total Analysts
20
Mean PT
$115.85
Median PT
$118.00
High PT
$137.00
Low PT
$84.00
Current Price
$87.35
Implied Upside
+32.6%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-15 | Raymond James | maintain | Outperform | $137.00 |
| 2026-05-15 | TD Cowen | maintain | Buy | $109.00 |
| 2026-05-15 | Piper Sandler | maintain | Neutral | $105.00 |
| 2026-05-15 | Barclays | maintain | Overweight | $127.00 |
| 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 |
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 |
Earnings Estimates
Next earnings: Jul 16, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.51 | $1.43 — $1.56 | $6.8B | ↑9 ↓0 |
| +1q | $1.57 | $1.52 — $1.66 | $6.9B | ↑10 ↓0 |
| 0y | $6.15 | $5.95 — $6.39 | $27.3B | ↑4 ↓0 |
| +1y | $7.22 | $5.95 — $7.92 | $29.5B | ↑4 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
1 buys / 4 sells
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Congressional
Gilbert Cisneros (democrat) — sell $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — add (77.2%)
Institutional
UBS Group AG — trim (-33.6%)
Short Interest
Short: 1,418,720 | Exempt: 4,900 | TRF Vol: 2,295,136 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
21 reports for SCHW
Track record builds as more directional reports settle.
Filters
Rows
| 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%) |
Showing 10 of 21
US Market Status
Market Closed — Opens Mon (45h 48m)
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