Raymond James lifts Charles Schwab target to $90, keeps Outperform

Published 02/04/2025, 18:44
Raymond James lifts Charles Schwab target to $90, keeps Outperform

On Wednesday, Raymond (NSE:RYMD) James analyst Patrick O’Shaughnessy increased the price target for Charles Schwab Corporation (NYSE:SCHW) shares to $90, up from the previous target of $88, while reiterating an Outperform rating on the stock. According to InvestingPro data, analyst targets for the $143 billion financial services giant range from $62 to $108, with the stock currently trading at a P/E ratio of 26.3x.

The analyst’s optimism is based on the expectation that Schwab Bank’s high-cost funding will be substantially reduced by the end of 2025, which should lead to a considerable improvement in the net interest margin and earnings per share (EPS). Additionally, the current market conditions with elevated volatility have resulted in stronger-than-anticipated trading volumes. The company’s revenue grew 3.55% in the last twelve months, with analysts forecasting 15% growth for fiscal year 2025.

O’Shaughnessy also noted positive indicators in the growth of new assets and accounts, signaling that the challenges from the integration of TD Ameritrade are diminishing. This trend, combined with the forecasted reduction in funding costs, underpins the analyst’s anticipation of significant EPS growth for Charles Schwab in the years 2025 and 2026. InvestingPro analysis highlights the company’s impressive 37-year track record of maintaining dividend payments, with an 8% dividend growth in the last twelve months.

The analyst further stated that the current valuation of Charles Schwab shares, which is around 15 times the estimated EPS for 2026, presents an opportunity for upside. The financial firm’s improving near-term financial outlook, alongside these positive developments, contributes to the rationale behind the maintained Outperform rating and the adjusted price target. For a comprehensive analysis of Schwab’s valuation and growth prospects, including additional ProTips and detailed financial metrics, visit InvestingPro.

In other recent news, Charles Schwab Corporation reported a 44% year-over-year increase in net new assets for February 2025, totaling $48 billion. This growth contributed to a total client asset base of $10.28 trillion, representing a 16% increase compared to the previous year. The company also saw a rise in daily average trades, reaching 7.45 million, and an increase in transactional sweep cash balances by $4.7 billion. In a significant move, Charles Schwab completed a $13.1 billion stock sale of shares previously held by TD Group US Holdings LLC. This transaction marked TD’s exit from its position in the company and involved major financial institutions like TD Securities and Goldman Sachs. JMP Securities maintained a Market Outperform rating for Charles Schwab with a $94 price target, highlighting the company’s strong net new asset growth. Similarly, Keefe, Bruyette & Woods reaffirmed an Outperform rating, noting the strategic buyback of $1.5 billion worth of shares from TD. This buyback is part of Charles Schwab’s broader plan for opportunistic repurchases throughout 2025.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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