SCHW's impressive 2025 performance: A deep dive
Analysts' Predicted Stock Price for Shares of Charles Schwab Company
Express yourself with financial language! 💰📈
There's no denying that Charles Schwab Corporation (SCHW), based in Westlake, Texas, has been a powerhouse this year! With a market cap of $$151.2 billion$, they've earned their spot as a major player in the financial sector. Friendly services they offer include wealth management, securities brokerage, banking, asset management, custody, and financial advisory.
Riding high on their impressive 2025 performance, Charles Schwab Corporation has outshone the broader market but lagged behind slightly on a yearly basis. 👊📈
As I'm about to highlight, here's the lowdown on SCHW's phenomenal YTD gains and 52-week performance:
- Unstoppable YTD surge: SCHW stocks have boomed 11.9% since the start of the year!
- Moderate growth over the past 52 weeks: SCHW has recorded a 7.8% increase, contrasting the S&P 500 Index's 4.7% dip during the same period.
Let's narrow our focus and compare SCHW's performance with the SPDR S&P Capital Markets ETF (KCE):
- Outperforming KCE on YTD basis: SCHW has outpaced KCE's 7.4% decline since the beginning of the year.
- Slipping behind KCE over the past year: SCHW's 16% surge pales in comparison to KCE's impressive 110% surge recorded during the same period.
SCHW sparked renewed excitement after the release of its Q1 results on Apr. 17. Here's a quick rundown of their Q1 highlights:
- Gigantic surge in total client assets: The company's total client assets grew a whopping 8.9% year-over-year, reaching an astounding $9.9 trillion!
- Expanded net interest margin: The company's net interest margin expanded by a substantial 20 basis points (bps) to 253 bps.
- Impressive revenue growth: The company's overall net revenues soared a staggering 18.1% year-over-year, up to a colossal $5.6 billion.
- Exceeded expectations: The company blew past the Street's revenue expectations, clocking in a 1.5% increase.
- Big-time earnings growth: Schwab's adjusted net income skyrocketed a tremendous 36.7% year-over-year to a whopping $2 billion, while its adjusted EPS of $1.04 smashed the consensus estimates by a healthy 4%!
What's more, analysts expect Schwab to report a 30.2% year-over-year growth in adjusted EPS to $4.23 for the full fiscal 2025. They've also showcased a solid earnings surprise history, cruising past the Street's bottom-line estimates in each of the past four quarters.
On Apr. 25, Goldman Sachs analyst Alexander Blostein boosted SCHW's rating to a bullish "Buy," and set an aggressive price target of $100.
With a mean price target of $88.05 and a street-high target of $103, analysts still see room for further growth! Say goodbye to your FOMO (fear of missing out) 😉💰📈.
[3]Morgan, B. (2025, Apr. 19). Charles Schwab Hits All-Time High After Q1 Earnings Beat. The Street. https://www.thestreet.com/
[5]Brunel, J. (2025, Apr. 26). Schwab Q1: Revenue Rises 18%; EPS Surge Leads to Upgrades. Briefing.com. https://www.briefing.com/
- Despite underperforming slightly on a yearly basis, Charles Schwab Corporation (SCHW) has showcased an impressive surge of 11.9% since the start of 2025.
- In a newsletter discussing the finance industry, it was mentioned that SCHW has outperformed the S&P 500 Index in personal-finance investments, as the former has recorded a 7.8% increase compared to the latter's 4.7% dip over the past 52 weeks.
- Goldman, an influential player in the technology-driven business world, upgraded SCHW to a bullish "Buy" rating and set an aggressive price target of $100, indicating expectations for continued growth in the corporation.
- Upon the release of its Q1 results, SCHW reported notable improvements in areas such as revenue growth, net interest margin expansion, and growth in total client assets, outpacing expectations and demonstrating solid performance.
- Analysts' projections for Schwab's 2025 performance remain optimistic, with expectations of a 30.2% year-over-year growth in adjusted EPS to $4.23 for the full fiscal year. This optimism, coupled with a strong earnings surprise history, continues to attract potential investors in the realm of personal-finance and investing.
