BMO Capital has initiated coverage on Charles Schwab Corp (SCHW) with an Outperform rating, marking its first assessment of the company. This decision reflects the firm's analysis of Schwab's business model, industry dynamics, and growth prospects.
Headquartered in Westlake, Texas, Charles Schwab Corp is a savings and loan holding company that provides a range of financial services, including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company employs approximately 32,600 full-time staff and operates through two segments: Investor Services and Advisor Services. The Investor Services segment caters to individual investors with retail brokerage, investment advisory, and banking services. Meanwhile, the Advisor Services segment supports independent registered investment advisors (RIAs) and offers custodial and trading services.
As of November 20, 2025, Charles Schwab's market capitalisation stands at $163.9 billion, with a price-to-earnings ratio (P/E) of 19.91 and earnings per share (EPS) of 4.52. The company's dividend yield is reported at 116.6%. Upcoming earnings reports are scheduled for April 15, 2026, with an estimated EPS of $1.31 and revenue of $6.3 billion, and July 16, 2026, with an estimated EPS of $1.42 and revenue of $6.5 billion.
Analyst ratings, such as BMO's, provide insights based on research and financial modelling. However, these assessments are based on assumptions that may not always materialise. Investors are encouraged to consider various factors, including company fundamentals and industry trends, when making decisions. Analyst opinions can change as new information emerges, and there may be differing views among analysts regarding the same company.