On Oct 16, major Wall Street analysts update their ratings for $Charles Schwab (SCHW.US)$, with price targets ranging from $68 to $87.
Morgan Stanley analyst Michael Cyprys maintains with a hold rating, and maintains the target price at $68.
J.P. Morgan analyst Ken Worthington maintains with a buy rating, and adjusts the target price from $86 to $87.
Barclays analyst Benjamin Budish maintains with a hold rating, and adjusts the target price from $68 to $74.
Wells Fargo analyst Michael Brown maintains with a hold rating, and maintains the target price at $75.
Jefferies analyst Daniel Fannon maintains with a buy rating, and adjusts the target price from $73 to $84.
Furthermore, according to the comprehensive report, the opinions of $Charles Schwab (SCHW.US)$'s main analysts recently are as follows:
The slowdown in cash sorting activity at Charles Schwab is evident, but it's not anticipated that the recent change in transactional sweep cash will set the standard going forward. Despite the uncertainty of its sustainability, the high cash levels enabled Schwab to reduce $9B in short-term funding over the quarter. It appears that 2025 may offer a more measured approach to achieving normality in Schwab's earnings. The focus for Schwab's stock may soon transition to the medium-term possibilities, such as the expansion in wealth management and the introduction of a broader alternatives platform.
Following the Q3 report, it's noted that Charles Schwab's earnings exceeded expectations by 3%, primarily due to sales exceeding forecasts. Moreover, there was notable growth in cash balances and advancements in paying down funding. However, the sustainability of this cash trend remains uncertain.
It's noted that the significant monthly increase in transactional sweep cash for September might not be entirely sustainable. However, assuming stable forward curves, the focus shifts to a more transparent view of balance sheet normalization and an ascending earnings per share cycle.
Charles Schwab's Q3 outcomes, characterized by notably robust client cash levels, exceeded expectations, although there are still apprehensions regarding the company's net new asset growth, net interest margins, and the direction of cash trends. Despite a decrease in net interest income, this was somewhat mitigated by an increase in asset management revenues.
Here are the latest investment ratings and price targets for $Charles Schwab (SCHW.US)$ from 8 analysts:
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美東時間10月16日，多家華爾街大行更新了$嘉信理財 (SCHW.US)$的評級，目標價介於68美元至87美元。
摩根士丹利分析師Michael Cyprys維持持有評級，維持目標價68美元。
摩根大通分析師Ken Worthington維持買入評級，並將目標價從86美元上調至87美元。
巴克萊銀行分析師Benjamin Budish維持持有評級，並將目標價從68美元上調至74美元。
富國集團分析師Michael Brown維持持有評級，維持目標價75美元。
富瑞集團分析師Daniel Fannon維持買入評級，並將目標價從73美元上調至84美元。
此外，綜合報道，$嘉信理財 (SCHW.US)$近期主要分析師觀點如下：
嘉信理財現金分類活動的放緩是明顯的，但預計最近對交易餘額現金進行的變更不會成爲未來的標準。儘管其可持續性存在不確定性，但高現金水平使得施瓦布能夠在本季度內減少$90億的短期資金。似乎2025年可能會提供更加審慎的方式來實現施瓦布收益的正常化。施瓦布股票的重點可能很快轉向中期可能性，例如财富管理的擴張和更廣泛的替代平台的推出。
根據第三季度報告，值得注意的是，嘉信理財的收益超出預期3%，主要是由於銷售超過預期。此外，現金餘額有顯著增長，並有償還資金債務的進展。然而，這一現金趨勢的可持續性仍存在不確定性。
值得注意的是，9月交易餘額現金的大幅增加可能並非完全可持續。然而，在穩定的未來曲線的假設下，重點轉向更透明的資產負債表正常化觀點和逐漸提升的每股收益循環。
嘉信理財的第三季度業績，以顯著強勁的客戶現金水平爲特徵，超出預期，儘管對該公司的淨新資產增長、淨利差和現金趨勢方向仍存在擔憂。儘管淨利息收入減少，但資產管理收入的增加在一定程度上加以緩解。
以下爲今日8位分析師對$嘉信理財 (SCHW.US)$的最新投資評級及目標價：
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