ANALYST-UPGRADE ·Filed Oct 12, 2026
Evercore ISI Group initiates coverage on SCHW at In-Line
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Executive Summary
Evercore ISI Group initiates coverage on SCHW at In-Line
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
25 (83%)
Hold
4
Sell / Strong Sell
1
Total Analysts
21
Mean PT
$123.29
Median PT
$125.00
High PT
$145.00
Low PT
$91.00
Current Price
$97.96
Implied Upside
+25.9%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-12 | Evercore ISI Group | initiate | In-Line | $107.00 |
| 2026-10-09 | Morgan Stanley | maintain | Overweight | $141.00 |
| 2026-10-07 | UBS | maintain | Buy | $113.00 |
| 2026-10-07 | Barclays | maintain | Overweight | $118.00 |
| 2026-10-05 | B of A Securities | maintain | Underperform | $95.00 |
| 2026-10-02 | Piper Sandler | maintain | Neutral | $100.00 |
| 2026-10-02 | Wells Fargo | initiate | Equal-Weight | $105.00 |
| 2026-08-03 | Compass Point | initiate | Buy | $135.00 |
| 2026-07-27 | Morgan Stanley | maintain | Overweight | $136.00 |
| 2026-07-23 | Argus Research | maintain | Buy | $114.00 |
Firm Track Record — Evercore ISI Group
Evercore ISI Group accuracy: 59% on 2653 calls | avg return: 4.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Goldman Sachs | 100% | 3/3 | 15% | top tier |
| Wells Fargo | 71% | 5/7 | 9.1% | top tier |
| Citigroup | 71% | 5/7 | 5.6% | top tier |
| Deutsche Bank | 71% | 5/7 | 6.4% | top tier |
| Morgan Stanley | 69% | 9/13 | 7.6% | top tier |
| JMP Securities | 67% | 8/12 | 6.7% | top tier |
| Truist Securities | 67% | 6/9 | 8.8% | top tier |
| Keefe, Bruyette & Woods | 63% | 5/8 | 6.7% | top tier |
| Piper Sandler | 57% | 4/7 | 6.9% | above average |
| JP Morgan | 57% | 4/7 | 4.7% | above average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.67 | $1.62 — $1.73 | $7.2B | ↑1 ↓0 |
| 0y | $6.49 | $6.34 — $6.61 | $28.3B | ↑2 ↓0 |
| +1y | $7.85 | $7.11 — $8.47 | $31.8B | ↑3 ↓0 |
| +1q | $1.78 | $1.68 — $1.86 | $7.5B | ↑2 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Institutional
Integrated Wealth Concepts LLC — doubled (136.9%)
Institutional
Allianz Asset Management GmbH — add (77.2%)
Institutional
CITADEL ADVISORS LLC — add (33.7%)
Short Interest
Short: 1,378,890 | Exempt: 1,825 | TRF Vol: 2,506,932 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Investment Themes
Traditional Finance
Documents Analyzed
Report based on filing metadata.
55 reports for SCHW
100% Hit rate best @ T+20▲ +5.84%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 12, 2026 6d ago | ANALYST-UPGRADE | — | awaiting T+5 | — | — |
Oct 2, 2026 16d ago | ANALYST-UPGRADE | $96.70 $96.70 | · 0.00% | ▼ −1.16% | $91.96 (−4.90%) |
Sep 3, 2026 6w ago | Insider Cluster | $110.38 $107.25 | ▼ −2.84% | ▼ −1.69% | $91.96 (−16.69%) |
Aug 31, 2026 6w ago | Insider Cluster | $108.28 $106.54 | ▼ −1.61% | ▼ −1.69% | $91.96 (−15.07%) |
Aug 31, 2026 6w ago | Insider Cluster | $108.28 $106.54 | ▼ −1.61% | ▼ −1.69% | $91.96 (−15.07%) |
Aug 27, 2026 7w ago | Insider Cluster | $110.16 $109.29 | ▼ −0.79% | ▼ −0.90% | $91.96 (−16.52%) |
Aug 27, 2026 7w ago | Insider Cluster | $110.16 $109.29 | ▼ −0.79% | ▼ −0.90% | $91.96 (−16.52%) |
Aug 26, 2026 7w ago | Insider Cluster | $108.05 $110.38 | ▲ +2.16% | ▲ +1.89% | $91.96 (−14.89%) |
Aug 18, 2026 8w ago | Insider Cluster | $110.88 $109.39 | ▼ −1.34% | ▼ −0.96% | $91.96 (−17.06%) |
Aug 18, 2026 8w ago | Insider Cluster | $110.88 $109.39 | ▲ +1.34% | ▲ +0.96% | $91.96 (+17.06%) |
Showing 10 of 55
US Market Status
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