Key Takeaways SCHW's total client assets rose 14.8% year over year to $11.83T, with advisory assets up 15.4%.SCHW recorded core net new assets of $40.4B in November, up 40.3% from the prior-year month.SCHW saw growth in active brokerage, banking and workplace plan accounts despite fewer new accounts opened.Charles Schwab (SCHW) released its monthly activity report for November 2025. The company’s total client assets were $11.83 trillion, up 14.8% from November 2024 and marginally sequentially, driven by str ...

Core Insights - The article highlights recent research reports on major stocks including Visa Inc., The Charles Schwab Corp., and Amphenol Corp., as well as micro-cap stocks Autoscope Technologies Corp. and United-Guardian, Inc. [2][4] Visa Inc. - Visa's shares have outperformed the Zacks Financial Transaction Services industry over the past year, with a gain of +11.1% compared to the industry's decline of -8.7% [4] - Total revenue rose 11% year-over-year in FY25, with cross-border growth at 13% [5] - The company faces rising client incentives and expenses, which may impact margin growth, with adjusted costs expected to rise nearly 11% in FY26 [6] The Charles Schwab Corp. - Charles Schwab's shares gained +21.8% over the past year, while the Zacks Financial - Investment Bank industry gained +37% [7] - The company is expected to maintain elevated expenses due to ongoing marketing investments, with a projected CAGR of 7% in expenses by 2027 [7][9] - Strategic buyouts and branch expansion efforts are anticipated to drive client assets, with total client assets expected to grow at a CAGR of 8.2% by 2027 [8][9] Amphenol Corp. - Amphenol's shares increased by +88.5% over the past year, slightly underperforming the Zacks Electronics - Connectors industry, which gained +89.8% [10] - The company benefits from a diversified business model and strong demand for high-speed and power interconnect products, with fourth-quarter 2025 earnings expected to grow between 62% and 65% year-over-year [12] - However, macroeconomic uncertainty and competition pose significant challenges [12] Autoscope Technologies Corp. - Autoscope Technologies has underperformed the Zacks Technology Services industry, with a decline of -5.5% compared to the industry's gain of +20.6% [13] - The company is focusing on AI-driven detection and multi-sensor integration, which supports future upgrades and broader use cases [13][14] - A new long-duration contract in Georgia enhances revenue visibility and diversifies its income sources [14][15] United-Guardian, Inc. - United-Guardian's shares have underperformed the Zacks Medical - Products industry, with a decline of -34.4% compared to -0.5% for the industry [16] - The company faces challenges such as declining profitability and operational strain, but it has strengths in expanding its pharmaceutical portfolio and stable medical products [17] - The upcoming launch of Natrajel is expected to provide a differentiated growth avenue [17]

When it comes to encouraging customers to invest for the long haul or live in the fast lane, Charles Schwab CEO says he knows where his brokerage stands https://t.co/Yf0VwEiyUW ...

格隆汇12月11日｜美银证券将嘉信理财的目标价从88美元上调至91美元，仍维持"跑输大市"评级。(格 隆汇) ...

Core Viewpoint - The Charles Schwab Corporation (SCHW) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook driven by an upward trend in earnings estimates [1][4]. Earnings Estimates and Ratings - The Zacks rating system is based on changes in earnings estimates, which are crucial for stock price movements [2][5]. - The Zacks Consensus Estimate for Charles Schwab has increased by 3.7% over the past three months, with expected earnings of $4.80 per share for the fiscal year ending December 2025, unchanged from the previous year [9]. Impact of Institutional Investors - Changes in earnings estimates significantly influence institutional investors, who adjust their valuations accordingly, leading to stock price movements [5][6]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8][10]. - The upgrade of Charles Schwab to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [11].

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Indexâ"¢ (STAX) increased to 48.75 in November, up from its score of 48.12 in October. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. "'Buy the dip and sell the rip' continues to be something of a. ...

SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Despite your best planning and efforts to prepare for retirement, you’re still likely to encounter some kind of unexpected challenges after you stop working. According to Charles Schwab, there are five retirement surprises, which might come as a financial shock to many older workers. However, if you’re prepared, you can avoid allowing seeing these disruptions derail your golden years. “Withdrawing an extr ...

Economic Data and Labor Market - The jobs data presents a mixed picture, with initial claims decreasing by 27,000 to 191,000, but layoffs are still up 24% year-over-year according to the Challenger report, indicating a lack of demand and supply equilibrium in the job market [3][4][5] - Retail data from Black Friday showed year-over-year growth of around 4-5%, suggesting that consumer spending remains active despite mixed economic signals [7][8] Federal Reserve and Monetary Policy - The upcoming Federal Reserve meeting is expected to focus more on the communication and implications of monetary policy rather than immediate actions, with potential dissenting votes anticipated [10][11] - There is ongoing speculation regarding the nomination of Kevin Hassid as the successor to Jerome Powell, which could influence future Fed decisions [12][14] Market Dynamics - The stock market and bond market appear to be in conflict, with the stock market anticipating a reacceleration of growth while the bond market suggests inflationary pressures [15][16] - Stability in bond yields is seen as crucial for maintaining equity market momentum, with the Russell index showing a 3.5% increase over the past month [18][19] Legislative and Regulatory Environment - The government funding deal only extends through January 30, 2026, raising concerns about potential shutdowns and the urgency for bipartisan agreements on healthcare subsidies [23][24] - The level of dysfunction in Congress is highlighted by high-profile resignations, indicating potential challenges in governance and legislative effectiveness moving forward [25]

Major banks and brokerages on Wall Street are dashing to come out as the big winner and handle the so-called "Trump accounts" for kids. The Wall Street Journal reported late Wednesday that financial firms want a stake in the nascent program, which is designed to provide $1,000 in federal cash to children born during President Donald Trump's second term. The initiative received a big boost this week from Dell Technologies CEO Michael Dell and his wife, Susan, when the pair announced a $6.25 billion donatio ...

Core Thesis - The Charles Schwab Corporation is experiencing strong operational momentum, with a bullish outlook supported by robust financial results and strategic initiatives [1][7]. Financial Performance - Total net revenue reached a record $6.1 billion, reflecting a 5% sequential increase and a 27% year-over-year growth, primarily driven by an 8% quarter-over-quarter rise in net interest income [3]. - Adjusted EPS was reported at $1.31, up 15% quarter-over-quarter and 70% year-over-year, exceeding consensus estimates by 5% [3]. - The company achieved a pre-tax margin of 51.3%, with adjusted operating expenses rising only 2% quarter-over-quarter [3]. Operating Trends - Net Interest Margin (NIM) expanded by 21 basis points to 2.86%, and client assets reached a record $11.6 trillion [4]. - Asset management balances grew by 9% quarter-over-quarter, with net new assets of $138 billion indicating strong organic growth [4]. - Despite a slight softening in trading activity quarter-over-quarter, it remained significantly higher year-over-year, with continued attraction of younger households [4]. Strategic Initiatives - Schwab expects full-year EPS to finish approximately 2% above its prior outlook, implying around $4.75 [5]. - The company executed $2.7 billion in buybacks during the quarter, maintaining strong capital return and leverage ratios above targets [5]. - Plans to launch spot crypto trading in the first half of 2026 and ongoing investment in branch expansion are expected to support strategic positioning [5].