Charles Schwab Corporation (SCHW) Monthly Stock Report - January 02, 2026

Company Overview

The Charles Schwab Corporation, based in Westlake, Texas, is a leading entity in the Capital Markets industry and operates within the broader Financial Services sector. As a savings and loan holding company, Schwab offers an extensive array of services, including wealth management, securities brokerage, banking, asset management, and financial advisory services, both domestically in the United States and internationally. The company is structured into two principal segments: Investor Services and Advisor Services, providing products such as brokerage accounts, margin lending, options trading, futures and forex trading, cash management solutions, and a variety of banking products. Schwab is also recognized for its advanced digital tools for trading and comprehensive retirement services, complemented by robust educational resources aimed at enhancing investor knowledge.

In the current market environment, the recommendation for investment in Schwab remains bullish, with analysts suggesting a "buy." This positive sentiment is largely driven by the company's strong fundamentals and market positioning, indicating robust growth potential.

52-Week Price Performance Analysis

52-Week Price Performance Chart

The stock performance of Charles Schwab Corporation over the past year has been characterized by a clear upward trajectory. The current trading price is $101.65, which is approaching the 52-week high of $102.28, highlighting significant strength in the stock. In contrast, the lowest point of the past year stands at $65.88, marking a 35.84% increase from this low, indicating substantial recovery and positive momentum.

Key Price Levels

• Resistance Level: The $100 mark has proven to be a substantial resistance level, where recent trading demonstrated difficulty in sustaining prices above this threshold.
• Support Level: A robust support level around $70 has been identified, where the stock has bounced multiple times, displaying strong buying interest.
• Moving Averages: The 50-day moving average is currently set at $95.22, with the stock trading above this line, confirming a bullish trend.

Momentum Indicators

The stock demonstrates a pattern of higher highs and higher lows, indicative of sustained bullish momentum. Despite occasional pullbacks, recent strong buying activity has propelled the stock towards its resistance levels. Investors should consider watching for potential breakouts or consolidation patterns at these critical price junctures.

Financial Performance and Metrics

The financial data for Charles Schwab Corporation illustrates a strong performance basis, with total revenue reported at approximately $22.9 billion. This figure lays a solid foundation for understanding the company's profitability and potential for growth.

Key Financial Metrics

• Total Revenue: $22.914 billion
• Shares Outstanding: 1,776,936,770
• Short Interest: 18,850,601 shares, equating to 1.13% of float shares, indicating minimal bearish sentiment.
• Current Stock Price: $101.65
• Target High Price: $148.00, suggesting an impressive potential upside.
• Target Mean Price: Approximately $112.79, with a target low price of $88.00, providing a substantial range for risk assessment.

Analysis of Profitability and Valuation

Though specific EBITDA details are unavailable, the strong revenue showcases the company's financial health and market position. The bullish sentiment supported by analysts, combined with the current price being well below the target high, underscores the potential for attractive returns for new investors.

Recent News and Developments

Recent developments surrounding Charles Schwab Corporation have painted a picture of a company strategically positioning itself for growth. On February 12, 2025, Schwab completed a secondary offering of 165,443,530 shares held by TD Group US Holdings LLC at a price of $79.25 per share, totaling $13.1 billion. This strategic move allowed TD to fully divest its holdings in Schwab while the company repurchased $1.5 billion of its nonvoting common stock.

Following these transactions, Schwab's stock reached an all-time high of $97.53 on July 25, 2025, reflecting renewed investor confidence. Additionally, on November 6, 2025, the announcement of Schwab's acquisition of Forge Global Holdings, Inc. for $660 million indicates a commitment to enhancing private market investment offerings, further broadening its service spectrum.

Market Sentiment and Analyst Recommendations

The consensus among analysts is decidedly positive, with a recommendation score averaging 1.71 based on the opinions of 19 analysts. This bullish sentiment is further backed by anticipated price targets, with a high of $148.00 and a mean target of $112.79.

Recommendations

• Buy: Analysts recommend buying shares, given the promising financial outlook and price appreciation potential.
• Market Sentiment: Overall sentiments remain bullish as the company continues to perform well financially and strategically position itself for future growth.

Conclusion

In summary, Charles Schwab Corporation presents itself as a compelling investment opportunity, with a lucrative target price relative to its current stock price. With strong revenue figures, healthy market sentiment, and strategic growth initiatives in place, investors may find compelling reasons to consider adding Schwab to their portfolios. However, potential buyers should remain cautious of the established resistance levels and the importance of monitoring market conditions and future developments that may impact performance.

As always, it's advisable for investors to conduct their own due diligence and consider their risk tolerance before making investment decisions in the dynamic financial services sector.