It's time now for the big picture. Let's welcome in the team from Charles Schwab. Very pleased to say I'm joined by Lisanne Saunders who is the chief investment strategist Charles Schwab and Cooper Howard director and fixed income strategist Schwab Center for Financial Research.What a brilliant day to have both of you on. Lisanne, let's start with you that big story AMD and OpenAI. I suppose my question as we look back at the week that was and the global chip rally that we have witnessed off the back of the ...

Core Insights - Charles Schwab Corporation (SCHW) is a leading financial services company known for its brokerage, wealth management, and financial advisory services, competing with major institutions like Fidelity Investments and TD Ameritrade [1] Recent Performance - SCHW has shown a modest gain of approximately 0.67% over the past 30 days, reflecting investor confidence and market stability [2] - There was a minor decline of about 0.37% in the last 10 days, which could present a buying opportunity for investors [2] Growth Potential - The estimated stock price growth potential for SCHW is 18.20%, indicating that the stock is currently undervalued with significant appreciation expected in the near future [3] - The target price is set at $111.20, suggesting a strong potential upside from current levels [3] Financial Health - SCHW has a robust financial health, evidenced by a Piotroski Score of 8, which reflects solid fundamentals such as profitability, leverage, liquidity, and operating efficiency [4]

Core Viewpoint - Charles Schwab Corporation (SCHW) is set to announce its fiscal third-quarter earnings for 2025, with expectations of strong profit growth and continued outperformance in the financial services sector [1][2]. Financial Performance Expectations - Analysts anticipate SCHW to report a profit of $1.22 per share on a diluted basis, reflecting a 58.4% increase from $0.77 per share in the same quarter last year [2]. - For the full fiscal year, EPS is expected to reach $4.65, marking a 43.1% increase from $3.25 in fiscal 2024, with further growth projected to $5.42 in fiscal 2026, a 16.6% year-over-year rise [3]. Stock Performance - SCHW stock has outperformed the S&P 500 Index, gaining 46.3% over the past 52 weeks compared to the index's 17.6% increase [4]. - The stock also surpassed the Financial Select Sector SPDR Fund's (XLF) 18.2% gains during the same period [4]. Drivers of Outperformance - Key factors contributing to SCHW's strong performance include robust asset management and trading revenues, increased net interest income, and growth in brokerage accounts [5]. - Additional contributors are declining funding costs, strategic acquisitions, and higher advice solution fees [5]. Analyst Sentiment - The consensus opinion on SCHW stock is moderately bullish, with a "Moderate Buy" rating overall from 22 analysts [7]. - Among these analysts, 13 recommend a "Strong Buy," four suggest a "Moderate Buy," three give a "Hold," one recommends a "Moderate Sell," and one advocates a "Strong Sell" [7]. - The average analyst price target for SCHW is $108, indicating a potential upside of 16.5% from current levels [7].

Core Viewpoint - The Charles Schwab Corporation (SCHW) is well-positioned to continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the last reported quarter, Charles Schwab achieved earnings of $1.14 per share, exceeding the Zacks Consensus Estimate of $1.09 per share, resulting in a surprise of 4.59% [2]. - In the previous quarter, the company was expected to earn $1 per share but reported $1.04 per share, delivering a surprise of 4.00% [2]. Earnings Estimates and Predictions - Recent estimates for Charles Schwab have been trending upward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Charles Schwab is +4.70%, suggesting that analysts have become more optimistic about the company's earnings prospects [8]. Statistical Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].

Core Viewpoint - The Charles Schwab Corporation is recognized as a strong investment opportunity following its robust second-quarter performance and plans for branch network expansion [1][2]. Financial Performance - For the quarter ending July 18, 2025, the company reported a net income of $2.1 billion, translating to earnings per share of $1.08 [2]. - Client assets grew by 14% year-over-year, reaching a record $10.76 trillion [2]. Branch Network Expansion - The company currently operates 400 branches and plans to open 16 new branches, along with expanding or relocating 25 existing locations [3]. - This expansion will increase the total number of new locations across the country to over 40 [3]. Competitive Advantage - The branch network is considered a competitive differentiator for Schwab, essential for building trusted client relationships and achieving financial goals [4]. - The company's market capitalization stands at $173.28 billion, making it an attractive option for investors seeking stable investments [4]. Company Background - Founded in 1971, Charles Schwab is a Texas-based multinational financial services company, known for pioneering discount brokerage and offering a range of services including brokerage, banking, wealth management, and advisory services [5].

The Charles Schwab Corporation (NYSE:SCHW) is one of the best Goldman Sachs bank stocks. On September 15, Charles Schwab’s core net new assets came in at $44.4 billion for August 2025, a 35% jump from the prior year. The company reported $11.23 trillion in client assets as of August, a 15% year-over-year increase and a 2% rise compared to July 2025, aligning with its 52.5% annual stock return. Charles Schwab (SCHW) Adds $44.4 Billion in Core Net New Assets in August Jonathan Weiss/Shutterstock.com The ...

Core Insights - Charles Schwab (SCHW) maintains a strong liquidity position with cash and cash equivalents of $32.2 billion as of June 30, 2025, and total debt of $37.7 billion, focusing on a low-cost capital structure [1][8] - The company holds investment-grade long-term credit ratings of A2, A-, and A from Moody's, S&P Global Ratings, and Fitch Ratings, respectively, indicating a strong financial position and low credit risk [2] - In July, Schwab announced a new share repurchase program authorizing $20 billion, replacing the previous plan with nearly $6.9 billion remaining, reflecting confidence in its financial momentum [3][8] - In January 2025, Schwab raised its quarterly dividend by 8% to 27 cents per share, with a historical annualized growth rate of 10.62% over the past five years and a dividend payout ratio of 27%, within its target range [4] Comparison with Peers - Interactive Brokers (IBKR) has consistently paid dividends, announcing a 28% increase to 25 cents per share in April 2025, following a 150% surge in April 2024, with an annualized growth rate of 24.71% over the past five years [5] - IBKR implemented a four-for-one forward stock split in June 2025 to enhance share accessibility and maintains a solid liquidity position with minimal debt, supporting future dividend sustainability [6] - Robinhood Markets (HOOD) does not pay dividends but has a share repurchase plan, announcing a $1 billion program in May 2024 and an additional $500 million in April 2025, with $797 million remaining for repurchase as of June 30, 2025 [7]

Core Insights - The current market is experiencing volatility due to a government shutdown, impacting futures and investor sentiment [1] - The artificial intelligence boom is driving the tech-heavy Nasdaq towards all-time highs, with a focus on stock selection and profit-taking strategies [1] Group 1: Stock Analysis - The IBD Breakout Stocks Index highlights stocks like Charles Schwab (SCHW), Hims & Hers Health (HIMS), and CrowdStrike (CRWD) as key players to watch [2] - Emcor (EME) is noted for its AI infrastructure role, currently forming a second-stage flat base with a buy point of 667.64 [3] - CrowdStrike is targeting a buy point of 507.20 in a cup with handle formation, showing strong technical indicators [4] Group 2: Market Trends - AppLovin (APP) and Alphabet (GOOGL) are extended beyond their buy ranges, indicating strong market performance [5] - TE Connectivity (TEL) is recognized for its connections in AI infrastructure and is trading within buy range after clearing a buy point of 212.76 [7] - The IBD Breakout Opportunities ETF (BOUT) allows investors to gain exposure to the entire index, providing a diversified investment option [10]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A federal court judge in Georgia sided with new registered investment advisor OpenArc Corporate Advisory by dismissing a temporary restraining order requested in a lawsuit filed against it by its former wirehouse employer, Merrill Lynch. Dynasty Financial Partners, OpenArc’s platform provider and minority investor, and custodian Charles Schwab were also named in Merrill’s court filing requesting ...

Core Insights - The Charles Schwab Corporation (SCHW) is recognized for its strong profitability outlook and is included in a list of stocks expected to double in value over the next five years [1] - The company plans to expand its U.S. branch network by opening 16 new sites and relocating or enlarging 25 existing branches, which will create over 400 new jobs [2] - Truist Securities reaffirmed a Buy rating for SCHW with a price target of $112, highlighting its perfect Piotroski Score of 9 and a 5% growth in core net new assets in August [3] - The company has a market valuation of $165 billion and offers a diverse range of services including banking, brokerage, and wealth management, positioning it well for long-term growth [3][4]