William Blair analyst Jeff Schmitt has maintained their bullish stance on SCHW stock, giving a Buy rating yesterday.
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Jeff Schmitt has given his Buy rating due to a combination of factors including strong investor engagement and robust client trading activity at Charles Schwab. The company’s November 2025 Monthly Activity Report highlighted these strengths, alongside an increase in margin loan balances, reflecting a favorable risk-on environment.
Moreover, client assets are experiencing mid-teen growth, and sweep cash has risen by nearly 10%. With supplemental funding approaching a low point, Schwab is expected to soon reinvest maturing securities, which should enhance their net interest margin and earnings in 2026 despite the challenges posed by interest rate fluctuations. Although organic growth was slightly below expectations, the positive trend is anticipated to continue improving in the coming year.
In another report released yesterday, Barclays also maintained a Buy rating on the stock with a $97.05 price target.
Based on the recent corporate insider activity of 134 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of SCHW in relation to earlier this year.