BUZZ-Street View: Charles Schwab lending strength fuels the runway

شواب، تشارلز كورب +1.53%
شركة مورنينج ستار +2.19%

Charles Schwab Corp

SCHW

93.77

+1.53%

Morningstar, Inc.

MORN

172.91

+2.19%

** Charles Schwab SCHW.N reported higher Q4 profit on increased interest income, robust trading revenue

** 20 brokerages' median PT for stock is $122 - data compiled by LSEG

PLENTY LEFT IN THE TANK

** J.P. Morgan ("overweight," PT: $128) says co to sustain organic growth, lean into new, differentiated monetization opportunities across its industry‑leading platform

** Morningstar (fair value: $111) says strong markets and high interest rates keep investors from holding cash; delaying but not altering expectations that co can deliver steady long‑term growth in earning assets and net interest income

** Jefferies ("buy," PT: $122) says record net new asset levels, broad‑based growth position SCHW to carry momentum into 2026

** Citizens ("market outperform," PT: $120) says strong growth in core lending business improved asset mix; greater flexibility to continue growing loans while beginning to rebalance securities portfolio


(Reporting by Kanishka Ajmera in Bengaluru)

((Kanishka.Ajmera@thomsonreuters.com))