The Charles Schwab Corporation (SCHW): What the Financials Tell Us?

The Charles Schwab Corporation (NYSE:SCHW) saw a downside of -1.60% to close Monday at $73.23 after subtracting -$1.19 on the day. The 5-day average trading volume is 6,532,240 shares of the company’s common stock. It has gained $77.96 in the past week. An average of 5,431,910 shares of the company has been traded in the last 20 days, and the 50-day average volume stands at 5,156,758.

SCHW’s 1-month performance is 0.44% or $1.14 on its low of $67.31 reached on 09/20/21. The company’s shares have touched a 52-week low of $36.07 and high of $77.96, with the stock’s rally to the 52-week high happening on 09/28/21. YTD, SCHW has achieved 38.07% or $20.19. However, the current price is down -6.07%% from the 52-week high price.

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Insider Transactions

On Oct 04, 1 day have gone by since the last insider trading activity for The Charles Schwab Corporation (SCHW). Schwab Charles R. (Chairman) most recently sold 28,000 shares at $74.47 per share on Oct 04. This transaction cost the insider $2,085,070. Senior EVP, Craig Jonathan M., sold 902 shares at a price of $77.96 on Sep 28. Then, on Sep 27, Chairman Schwab Charles R. sold 28,000 shares at a price of $77.04 per share. This transaction amounted to $2,157,134.

Valuation Metrics

The company’s PE ratio for the last five years has touched a high of 35.88 and a low of 10.65. SCHW stock has a beta of 1.02. Moving on to other valuation ratios, the trailing price-to-sales (P/S) ratio is 8.31 while the price-to-book (PB) in the most recent quarter is 2.91, with the price to cash flow ratio at 23.08.

The Charles Schwab Corporation pays an annual dividend of $0.72 per share. Its dividend yield is 0.98% and the payout ratio is 30.30%. SCHW’s most recent quarterly dividend payment was made on Aug. 27, when it paid $0.18 a share compared with prior rate of $0.18, down 0.0% from last year’s. The company has boosted its dividend for the last 26 consecutive years with the latest dividend increase of $0.01 reported on Wednesday January 29 2020. Measured over the last 3 years, the Dividend has been growing by 125.00% yearly.

It is projected that The Charles Schwab Corporation’s next ex-dividend date will be on 15-Nov. SCHW is expected to distribute $0.18 as its next dividend.

As well, the company’s long term debt to equity for the quarter ending June 29 was 0.39, while the total debt to equity was 8.23. In terms of profitability, the gross margin trailing 12 months is 97.50% while for the period ending June 29; The Charles Schwab Corporation’s operating margin was 37.10%. The firm’s gross profit as reported stood at $4.91 billion against revenue of $11.69 billion.

Earnings Surprise

For the quarterly period ending June 29 this year, Net income and sales went down compared to those figures reported in the previous quarter. Analysts expected SCHW to announce $0.71 per share in earnings in its latest quarter, but it posted $0.7, representing a -1.40% surprise. EBITDA for the quarter stood at more than $3.03 billion. SCHW stock balance sheet for the quarter ending June 29 shows that, with total debt at $32.66 billion. Shareholders hold equity totaling $1.89 billion

Technical Picture

Let’s look briefly at The Charles Schwab Corporation (SCHW) price momentum from a technical analysis perspective. The 9-day relative strength index as at close on 04 October was 49.93% to suggest the stock is trending Neutral, with historical volatility in this time period at 41.52%.

The stock’s 5-day moving average is $74.41, reflecting a -5.36% or -$4.15 change from its current price. SCHW is currently trading +1.58% above its 20-day SMA, +5.95% above its 100-day SMA. However, the stock’s current price level is away from the SMA50 and SMA200 by +7.83% and +41.70% respectively.

Stochastic %K and %D was 58.06% and 64.38% and the average true range (ATR) pointed at 2.30. The RSI (14) points at 51.11%, while the 14-day stochastic is at 55.56% with the period’s ATR at 2.18. The stock’s 9-day MACD Oscillator is pointing at -0.92 and 0.69 on the 14-day charts.

Analyst Ratings

In the most recent analyst report for The Charles Schwab Corporation (NYSE: SCHW), Goldman downgraded it to a Neutral rating. They previously had a Buy rating on the stock. Analysts offering their rating for SCHW stock have a consensus rating for the stock as Overweight. Currently, 0 brokerage advisors rate SCHW as a “sell,”, while 6 advise that investors “Hold.” 0 analysts have rated the stock as underweight. 1 rates the stock as overweight while 9 have offered a “buy” rating.

What is SCHW’s price target for the next 12 months?

Analysts have a consensus price target ranging from a low of $75.00 and a high of $99.00, with their median price target at $85.50. Looking at these predictions, the average price target given by analysts is for The Charles Schwab Corporation (SCHW) stock is $85.17.


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