SCHW
Not exactly a whisper
Krilogy Financial LLC decided Charles Schwab was worth more real estate in the portfolio, lifting its stake by 75.8% to 54,690 shares. That’s a pretty loud vote of confidence for a stock that’s been trying to balance the good news and the not-so-fun news at the same time.
The bull case is doing pull-ups
Schwab recently posted a solid Q1: $1.43 in EPS on $6.48 billion of revenue. It also bumped its quarterly dividend to $0.32 and teased spot crypto trading plus some AI plans — basically the financial-services version of adding neon and a new sound system to the lobby.
But the guidance gremlin is still in the room
Here’s the catch: Schwab’s FY-2026 EPS guide of $5.70 to $5.80 landed below what Wall Street was hoping for. That kind of miss on expectations can weigh on the stock even when the headline numbers look fine, because the market loves a good forward-looking story more than it loves rearview-mirror victory laps.
Meanwhile, the Street is split
UBS trimmed its price target to $119 while keeping a buy rating, and Piper Sandler sits at neutral with a $105 target. So yeah, Schwab is still getting attention — just not the unanimous standing ovation kind.
Big picture: Krilogy’s move suggests some investors are leaning into Schwab’s long-term setup, but the stock still has to live through the awkward middle phase where the fundamentals look decent and the guidance keeps everyone from getting too cozy.