Charles Schwab (NYSE:SCHW) shares surged to a new 52-week peak, closing at $90.61, as the financial services giant continues to gain traction in 2025. The stock has delivered an impressive 22.13% return so far this year, reflecting steady investor optimism and confidence in the company’s long-term strategy.
With a market capitalization of $164.2 billion and a longstanding history of dividend reliability—37 consecutive years and counting—Schwab currently offers a dividend yield of 1.2%. Over the past 12 months, the stock has climbed 22.88%, reinforcing its reputation as a resilient player in a highly competitive financial landscape.
Fueling the company’s recent momentum is a record-breaking $35 billion in core net new assets for May 2025, a 13% year-over-year increase. Total client assets have also grown to $10.35 trillion, marking a 12% rise from the previous year and a 5% uptick compared to April. These gains highlight Schwab’s expanding reach and solid asset-gathering capabilities.
Analysts have taken note. Truist Securities lifted its price target for Schwab to $100 while maintaining a Buy rating, pointing to strong fundamentals despite a modest slowdown in trading activity and net inflows. Redburn-Atlantic, which had previously held a bearish stance, revised its outlook to Neutral and raised its price target to $82, citing easing concerns around cash sweep headwinds. TD Cowen analyst Bill Katz offered one of the more bullish forecasts, boosting the price target to $113 and highlighting the firm’s growth trajectory and robust balance sheet.
Separately, Schwab filed a Certificate of Elimination for its Series G Preferred Stock, officially removing the class from its corporate charter—a move that signals streamlining efforts within its capital structure.
Altogether, Schwab’s recent gains reflect both investor enthusiasm and operational strength, supported by positive analyst sentiment and decisive corporate actions that position the company for continued growth.