Latest news with #JeffSchmitt
Business Insider
2 days ago
- Business
- Business Insider
Is Charles Schwab Stock (SCHW) a Buy? TipRanks AI Analyst Says Yes
Charles Schwab stock (SCHW) has earned an Outperform rating from TipRanks' A.I. Stock Analysis tool. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Financial services firm Charles Schwab attracts strong interest from investors and Wall Street analysts. Notably, TipRanks' A.I. Analyst also gave SCHW a positive rating, signaling confidence in the stock's potential. The tool assigns an Outperform rating to Charles Schwab stock with a solid score of 74. Meanwhile, the A.I. analyst assigns a price target of $107 to SCHW stock, implying an upside of over 11% from the current levels. For context, TipRanks' A.I. Stock Analysis provides automated, data-backed evaluations of stocks across key metrics, offering users a clear and concise view of a stock's potential. Strong Earnings SCHW's AI-driven score is powered by strong earnings growth. In addition, our AI egghead said that favorable trends should enable the company to continue reducing supplemental funding, which could increase capital return. In addition, better asset management and administrative fees and expenses contribute to a positive financial outlook. As you can see above, it is not all smooth sailing for the SCHW stock, with our AI analyst highlighting issues with the company's lower organic growth trajectory. Net new assets are another concern. On the other hand, technical indicators for the stock look reasonably positive – see below. What Do Other Analysts Say? Truist analyst David Smith recently raised the firm's price target on Charles Schwab to $112 from $107 and kept a Buy rating on the shares. The company's monthly assets data was 'a hot one' as net new assets growth accelerated back above 5% and was nearly 6% on a seasonally adjusted basis 'by our math accounting for a typical July headwind – the strongest growth in more than 2 years,' the analyst said. Jeff Schmitt of William Blair has a Buy rating due to a combination of factors indicating positive momentum for Charles Schwab. The company's underlying fundamentals are showing signs of improvement, Schmitt said, with organic growth on the rise. Additionally, the current market conditions are favorable, leading to increased trading activity and higher margin balances, which are crucial for enhancing spread income. These positive trends are expected to allow Charles Schwab to reduce its reliance on supplemental funding, thereby boosting the net yield and providing a strong impetus for earnings growth. Is SCHW a Good Stock to Buy Now? On TipRanks, SCHW has a Strong Buy consensus based on 14 Buy, 2 Hold and 1 Sell ratings. Its highest price target is $131. SCHW stock's consensus price target is $105.07, implying an 8.93% upside.
Business Insider
19-07-2025
- Business
- Business Insider
Citi Keeps Their Buy Rating on Charles Schwab (SCHW)
In a report released yesterday, Christopher Allen from Citi maintained a Buy rating on Charles Schwab, with a price target of $110.00. The company's shares closed yesterday at $95.80. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Allen covers the Financial sector, focusing on stocks such as Charles Schwab, Interactive Brokers, and LPL Financial. According to TipRanks, Allen has an average return of 28.1% and an 83.00% success rate on recommended stocks. In addition to Citi, Charles Schwab also received a Buy from William Blair's Jeff Schmitt in a report issued yesterday. However, on July 15, Piper Sandler maintained a Hold rating on Charles Schwab (NYSE: SCHW). The company has a one-year high of $97.50 and a one-year low of $61.15. Currently, Charles Schwab has an average volume of 8.05M. Based on the recent corporate insider activity of 126 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of SCHW in relation to earlier this year. Last month, Jonathan S Beatty, the MD, Head of Advisor Services of SCHW sold 2,850.00 shares for a total of $249,546.00.
Business Insider
19-07-2025
- Business
- Business Insider
William Blair Sticks to Its Hold Rating for SEI Investments Company (SEIC)
William Blair analyst Jeff Schmitt maintained a Hold rating on SEI Investments Company today. The company's shares closed today at $92.82. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Schmitt is a 4-star analyst with an average return of 12.1% and a 79.55% success rate. Schmitt covers the Financial sector, focusing on stocks such as Charles Schwab, SEI Investments Company, and Cboe Global Markets. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for SEI Investments Company with a $99.60 average price target. Based on SEI Investments Company's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $551.34 million and a net profit of $151.52 million. In comparison, last year the company earned a revenue of $511.58 million and had a net profit of $131.4 million Based on the recent corporate insider activity of 52 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of SEIC in relation to earlier this year. Most recently, in May 2025, Alfred West, the EC of SEIC sold 141,126.00 shares for a total of $12,006,823.36.
Yahoo
10-07-2025
- Business
- Yahoo
William Blair Maintained a Buy Rating on SS&C Technologies (SSNC)
SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) is one of the 10 Most Undervalued Technology Stocks to Buy Right Now. On June 5, William Blair analyst Jeff Schmitt maintained a Buy rating on SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) without disclosing a price target. The analyst noted the company's growth and stability potential to be factors behind the bullish sentiment. Jeff Schmitt highlighted SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), which maintained an organic growth guidance of 2.5% for Q2 2025, despite economic uncertainty. The analyst believes this shows the company's strong pipeline and active client engagement, which enhances its prospects. A financial advisor providing consultation to a client to help manage their portfolio. Moreover, SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) has also expanded internationally through partnerships. The company partnered with Insignia in Australia, and the analyst expects the partnership to bring significant revenue growth. SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) is an international technology company that provides software and software-enabled systems for the financial and healthcare service industries. While we acknowledge the potential of SSNC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Business Insider
05-06-2025
- Business
- Business Insider
LPL Financial (LPLA) Receives a Buy from William Blair
William Blair analyst Jeff Schmitt maintained a Buy rating on LPL Financial (LPLA – Research Report) today. The company's shares closed today at $376.23. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Schmitt is a 4-star analyst with an average return of 11.8% and an 82.05% success rate. Schmitt covers the Financial sector, focusing on stocks such as StoneX Group, Charles Schwab, and Tradeweb Markets. Currently, the analyst consensus on LPL Financial is a Strong Buy with an average price target of $409.11, an 8.74% upside from current levels. In a report released on May 23, KBW also maintained a Buy rating on the stock with a $405.00 price target.
