Overview
The Charles Schwab Corporation, headquartered in the United States, operates predominantly in the financial services industry. As a leading investment services firm, Charles Schwab provides a broad range of brokerage, banking, and financial advisory services across multiple client segments, including individual investors, corporate and retirement plans, and charitable organizations. With a strong emphasis on technology and innovation, the company has been a front-runner in creating and adopting new financial products and services, including low-cost brokerage services, automated investment advisory solutions known as robo-advisors, and comprehensive banking capabilities. Through these initiatives, Charles Schwab aims to democratize investment access and advisory services, fundamentally enhancing the investing landscape for its diverse client base.
Basic Stats
The Factor Analysis chart (below right) shows a view of The Charles Schwab Corporation - Preferred Stock from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 1,817.00 MM |
| Earnings Date | |
| EPS (TTM) | 4.01 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-08-18 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | 0.17 MM |
| Short Float | |
| Days to Cover | 4.76 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.02 |
| ROE | 0.17 |
| ROIC | 0.07 |
| CROIC | 0.08 |
| OCROIC | 0.17 |
| Implied Volatility | |
| Put/Call OI Ratio |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for The Charles Schwab Corporation - Preferred Stock. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2025-04-02 | Citigroup | Neutral | Buy | Upgrade |
| 2025-04-07 | Barclays | Overweight | Overweight | Maintains |
| 2025-04-25 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2025-03-17 | Citizens Capital Markets | Market Outperform | Market Outperform | Reiterate |
| 2025-04-04 | Truist Securities | Buy | Buy | Maintains |
| 2025-05-13 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-02-11 | Truist Securities | Buy | Buy | Maintains |
| 2025-02-06 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-27 | UBS | Buy | Buy | Maintains |
| 2025-01-22 | Truist Securities | Buy | Buy | Reiterate |
| 2025-01-22 | Citigroup | Neutral | Neutral | Maintains |
| 2025-01-22 | Deutsche Bank | Buy | Buy | Maintains |
| 2025-01-22 | Barclays | Overweight | Overweight | Maintains |
| 2025-01-22 | Wells Fargo | Equal-Weight | Overweight | Upgrade |
| 2025-01-14 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-10 | Citigroup | Neutral | Neutral | Maintains |
| 2025-01-07 | JP Morgan | Overweight | Overweight | Maintains |
| 2025-01-07 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-12-20 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2024-12-12 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-12-09 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-12-09 | Jefferies | Buy | Buy | Maintains |
| 2024-12-09 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2024-11-11 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-10-24 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-16 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-16 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-16 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-10-16 | B of A Securities | Underperform | Underperform | Maintains |
| 2024-10-16 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-10-16 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-10-16 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2024-10-16 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2024-10-07 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-04 | Jefferies | Buy | Buy | Maintains |
| 2024-09-27 | Citigroup | Neutral | Neutral | Maintains |
| 2024-09-26 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-09-12 | Wells Fargo | Equal-Weight | Initiate | |
| 2024-08-22 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2024-08-16 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-08-15 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-07-29 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2024-07-23 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2024-07-17 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-07-17 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-07-17 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-17 | B of A Securities | Underperform | Underperform | Maintains |
| 2024-07-17 | TD Cowen | Buy | Hold | Downgrade |
| 2024-07-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-10 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-09 | UBS | Buy | Buy | Maintains |
| 2024-07-08 | Jefferies | Buy | Buy | Maintains |
| 2024-06-17 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2023-01-30 | Morgan Stanley | Overweight | Maintains | |
| 2015-05-08 | Barclays | Overweight | Maintains | |
| 2015-05-08 | Deutsche Bank | Buy | Maintains | |
| 2015-05-06 | Bank of America | Neutral | Buy | Upgrade |
| 2015-04-24 | Citigroup | Neutral | Maintains | |
| 2015-04-20 | Deutsche Bank | Buy | Maintains | |
| 2015-04-16 | Citigroup | Neutral | Maintains | |
| 2015-03-27 | RBC Capital | Outperform | Initiate | |
| 2015-03-26 | Barclays | Underweight | Overweight | Upgrade |
| 2015-03-17 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2015-03-06 | Deutsche Bank | Buy | Maintains | |
| 2015-02-20 | Barclays | Underweight | Maintains | |
| 2015-02-13 | Deutsche Bank | Buy | Maintains | |
| 2015-02-13 | Barclays | Underweight | Maintains | |
| 2015-01-20 | JP Morgan | Neutral | Maintains | |
| 2015-01-20 | Barclays | Underweight | Maintains | |
| 2015-01-16 | Deutsche Bank | Buy | Maintains | |
| 2015-01-13 | Barclays | Underweight | Maintains | |
| 2015-01-09 | Citigroup | Neutral | Maintains | |
| 2014-12-12 | Deutsche Bank | Buy | Maintains | |
| 2014-10-28 | Citigroup | Neutral | Maintains | |
| 2014-10-16 | Compass Point | Neutral | Maintains | |
| 2014-10-14 | Deutsche Bank | Buy | Maintains | |
| 2014-09-11 | Deutsche Bank | Buy | Maintains | |
| 2014-08-14 | Deutsche Bank | Buy | Initiate | |
| 2024-05-31 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-05-28 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-05-23 | TD Cowen | Buy | Buy | Maintains |
| 2024-05-23 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-05-23 | UBS | Buy | Buy | Maintains |
| 2024-04-16 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-04-16 | TD Cowen | Buy | Buy | Maintains |
| 2024-04-16 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-04-16 | Piper Sandler | Overweight | Overweight | Maintains |
| 2024-04-16 | B of A Securities | Underperform | Underperform | Maintains |
| 2024-04-16 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-16 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-04-12 | Piper Sandler | Overweight | Overweight | Maintains |
| 2024-04-11 | Citigroup | Neutral | Neutral | Maintains |
| 2024-04-09 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-09 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2024-04-08 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-03-22 | TD Cowen | Market Perform | Outperform | Upgrade |
| 2024-03-19 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-02-21 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-01-18 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-01-18 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-01-18 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2024-01-18 | Raymond James | Outperform | Outperform | Maintains |
| 2024-01-10 | Citigroup | Buy | Neutral | Downgrade |
| 2024-01-08 | Raymond James | Outperform | Outperform | Maintains |
| 2024-01-04 | TD Cowen | Market Perform | Initiate | |
| 2024-01-03 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2023-12-15 | UBS | Buy | Buy | Maintains |
| 2023-10-17 | JP Morgan | Overweight | Overweight | Maintains |
| 2023-10-17 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2023-10-17 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-17 | Raymond James | Outperform | Outperform | Maintains |
| 2023-10-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-10 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-09 | Piper Sandler | Overweight | Overweight | Maintains |
| 2023-09-21 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2023-09-18 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-09-18 | Raymond James | Outperform | Outperform | Maintains |
| 2023-07-28 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-24 | Piper Sandler | Overweight | Overweight | Maintains |
| 2023-07-20 | Goldman Sachs | Buy | Buy | Maintains |
| 2023-07-19 | Goldman Sachs | Buy | Buy | Maintains |
| 2023-07-19 | Citigroup | Buy | Buy | Maintains |
| 2023-07-19 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-19 | JMP Securities | Outperform | Outperform | Maintains |
| 2023-07-19 | Raymond James | Outperform | Outperform | Maintains |
| 2023-07-13 | Morgan Stanley | Equal-Weight | Equal-Weight | Reiterate |
| 2023-07-13 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-12 | Raymond James | Outperform | Outperform | Maintains |
| 2023-07-10 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2023-07-05 | Piper Sandler | Overweight | Overweight | Maintains |
| 2023-06-26 | Wolfe Research | Outperform | Outperform | Maintains |
| 2023-06-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Reiterate |
| 2023-06-05 | Jefferies | Buy | Buy | Maintains |
| 2023-05-15 | Raymond James | Market Perform | Outperform | Upgrade |
| 2023-05-05 | Credit Suisse | Outperform | Reiterate | |
| 2023-04-20 | Redburn Partners | Neutral | Sell | Downgrade |
| 2023-04-18 | UBS | Buy | Maintains | |
| 2023-04-18 | Barclays | Equal-Weight | Maintains | |
| 2023-04-18 | JP Morgan | Overweight | Maintains | |
| 2023-04-18 | B of A Securities | Underperform | Maintains | |
| 2023-04-18 | Deutsche Bank | Buy | Maintains | |
| 2023-04-14 | Barclays | Equal-Weight | Maintains | |
| 2023-04-06 | Keefe, Bruyette & Woods | Outperform | Maintains | |
| 2023-03-30 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2023-03-29 | Citigroup | Buy | Maintains | |
| 2023-03-22 | Barclays | Equal-Weight | Maintains | |
| 2023-03-20 | Credit Suisse | Outperform | Maintains | |
| 2023-03-15 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2023-03-14 | Goldman Sachs | Buy | Maintains | |
| 2023-03-14 | Piper Sandler | Overweight | Maintains | |
| 2023-03-14 | Deutsche Bank | Buy | Maintains | |
| 2023-03-13 | Citigroup | Neutral | Buy | Upgrade |
| 2023-03-10 | JP Morgan | Overweight | Maintains | |
| 2023-01-30 | Credit Suisse | Neutral | Maintains | |
| 2023-01-30 | Barclays | Equal-Weight | Maintains | |
| 2023-01-19 | B of A Securities | Buy | Underperform | Downgrade |
| 2023-01-19 | Barclays | Equal-Weight | Maintains | |
| 2023-01-12 | Keefe, Bruyette & Woods | Outperform | Maintains | |
| 2023-01-09 | UBS | Buy | Maintains | |
| 2023-01-04 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2022-12-19 | Barclays | Equal-Weight | Maintains | |
| 2022-11-15 | Deutsche Bank | Buy | Maintains | |
| 2022-11-01 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2022-10-28 | Morgan Stanley | Overweight | Maintains | |
| 2022-10-28 | Barclays | Equal-Weight | Maintains | |
| 2022-10-28 | JP Morgan | Overweight | Maintains | |
| 2022-10-19 | Credit Suisse | Outperform | Initiate | |
| 2022-10-18 | Barclays | Equal-Weight | Maintains | |
| 2022-10-12 | Deutsche Bank | Buy | Maintains | |
| 2022-10-12 | Morgan Stanley | Overweight | Maintains | |
| 2022-10-12 | Citigroup | Neutral | Initiate | |
| 2022-10-05 | Erste Group | Hold | Buy | Upgrade |
| 2022-09-27 | Deutsche Bank | Buy | Maintains | |
| 2022-09-19 | Jefferies | Buy | Maintains | |
| 2022-09-16 | UBS | Buy | Maintains | |
| 2022-08-31 | Barclays | Equal-Weight | Initiate | |
| 2022-08-12 | Deutsche Bank | Buy | Maintains | |
| 2022-08-01 | Morgan Stanley | Overweight | Maintains | |
| 2022-07-29 | UBS | Buy | Maintains | |
| 2022-07-29 | Deutsche Bank | Buy | Maintains | |
| 2022-07-13 | Deutsche Bank | Buy | Maintains | |
| 2022-07-13 | Morgan Stanley | Overweight | Maintains | |
| 2022-06-28 | Deutsche Bank | Buy | Maintains | |
| 2022-06-23 | Redburn Partners | Neutral | Initiate | |
| 2022-06-21 | UBS | Neutral | Buy | Upgrade |
| 2022-05-19 | Deutsche Bank | Buy | Maintains | |
| 2022-04-25 | Morgan Stanley | Overweight | Maintains | |
| 2022-04-22 | Citigroup | Buy | Maintains | |
| 2022-04-22 | Deutsche Bank | Buy | Maintains | |
| 2022-04-22 | Piper Sandler | Overweight | Maintains | |
| 2022-04-19 | Deutsche Bank | Buy | Maintains | |
| 2022-04-14 | Citigroup | Buy | Maintains | |
| 2022-04-12 | Compass Point | Neutral | Buy | Upgrade |
| 2022-04-07 | Deutsche Bank | Buy | Maintains | |
| 2022-02-01 | Morgan Stanley | Overweight | Maintains | |
| 2022-01-31 | Deutsche Bank | Buy | Maintains | |
| 2022-01-21 | Argus Research | Buy | Maintains | |
| 2022-01-19 | JP Morgan | Overweight | Maintains | |
| 2022-01-14 | Morgan Stanley | Overweight | Maintains | |
| 2022-01-11 | Goldman Sachs | Neutral | Maintains | |
| 2022-01-10 | JMP Securities | Market Outperform | Market Perform | Downgrade |
| 2022-01-04 | UBS | Neutral | Maintains | |
| 2021-10-26 | Morgan Stanley | Overweight | Maintains | |
| 2021-10-08 | Morgan Stanley | Overweight | Maintains | |
| 2021-10-05 | Atlantic Equities | Overweight | Initiate | |
| 2021-07-23 | JMP Securities | Market Outperform | Maintains | |
| 2021-07-19 | Citigroup | Buy | Maintains | |
| 2021-07-12 | Citigroup | Buy | Maintains | |
| 2021-07-08 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2021-06-02 | Wells Fargo | Overweight | Maintains | |
| 2021-05-13 | JP Morgan | Overweight | Maintains | |
| 2021-04-27 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2021-04-26 | Morgan Stanley | Overweight | Maintains | |
| 2021-04-23 | Citigroup | Buy | Maintains | |
| 2021-04-16 | Credit Suisse | Neutral | Maintains | |
| 2021-04-09 | JP Morgan | Overweight | Maintains | |
| 2021-04-09 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2021-04-05 | Wolfe Research | Peer Perform | Outperform | Upgrade |
| 2021-04-05 | Goldman Sachs | Buy | Conviction Buy | Upgrade |
| 2021-03-31 | Morgan Stanley | Overweight | Maintains | |
| 2021-02-10 | Morgan Stanley | Overweight | Maintains | |
| 2021-02-04 | Credit Suisse | Neutral | Maintains | |
| 2021-01-20 | Credit Suisse | Neutral | Maintains | |
| 2021-01-12 | B of A Securities | Neutral | Buy | Upgrade |
| 2021-01-11 | Morgan Stanley | Overweight | Maintains | |
| 2020-12-01 | Wells Fargo | Equal-Weight | Overweight | Upgrade |
| 2020-11-17 | Morgan Stanley | Overweight | Maintains | |
| 2020-11-17 | Citigroup | Neutral | Buy | Upgrade |
| 2020-11-11 | Deutsche Bank | Hold | Buy | Upgrade |
| 2020-11-03 | Credit Suisse | Neutral | Maintains | |
| 2020-10-16 | B of A Securities | Neutral | Maintains | |
| 2020-10-16 | Credit Suisse | Neutral | Maintains | |
| 2020-10-14 | Credit Suisse | Neutral | Reiterate | |
| 2020-10-06 | Morgan Stanley | Overweight | Maintains | |
| 2020-07-24 | Morgan Stanley | Overweight | Maintains | |
| 2020-07-22 | Deutsche Bank | Hold | Maintains | |
| 2020-07-22 | Citigroup | Neutral | Maintains | |
| 2020-07-17 | Deutsche Bank | Hold | Maintains | |
| 2020-07-10 | B of A Securities | Neutral | Maintains | |
| 2020-07-10 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-07-09 | Wolfe Research | Underperform | Peer Perform | Upgrade |
| 2020-07-09 | Deutsche Bank | Hold | Maintains | |
| 2020-07-01 | Morgan Stanley | Overweight | Maintains | |
| 2020-05-21 | B of A Securities | Buy | Neutral | Downgrade |
| 2020-05-20 | Compass Point | Buy | Neutral | Downgrade |
| 2020-05-15 | Deutsche Bank | Hold | Maintains | |
| 2020-04-29 | Morgan Stanley | Overweight | Maintains | |
| 2020-04-16 | Argus Research | Buy | Maintains | |
| 2020-04-16 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-16 | Deutsche Bank | Hold | Maintains | |
| 2020-04-16 | Citigroup | Neutral | Maintains | |
| 2020-04-15 | CFRA | Buy | Reiterate | |
| 2020-04-15 | Citigroup | Buy | Neutral | Downgrade |
| 2020-04-09 | Deutsche Bank | Hold | Maintains | |
| 2020-04-08 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2020-04-06 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-04-01 | Morgan Stanley | Overweight | Maintains | |
| 2020-03-31 | Deutsche bank | Hold | Maintains | |
| 2020-03-25 | Citigroup | Neutral | Buy | Upgrade |
| 2020-03-23 | B of A Securities | Neutral | Buy | Upgrade |
| 2020-03-18 | Deutsche Bank | Hold | Maintains | |
| 2020-03-13 | Morgan Stanley | Overweight | Maintains | |
| 2020-03-05 | Deutsche Bank | Hold | Maintains | |
| 2020-01-17 | B of A Securities | Neutral | Reiterate | |
| 2020-01-17 | Citigroup | Neutral | Maintains | |
| 2019-12-13 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2019-12-12 | Compass Point | Neutral | Buy | Upgrade |
| 2019-12-05 | Morgan Stanley | Overweight | Maintains | |
| 2019-12-02 | UBS | Sell | Neutral | Upgrade |
| 2019-11-27 | Barclays | Underweight | Equal-Weight | Upgrade |
| 2019-11-18 | Morgan Stanley | Overweight | Maintains | |
| 2019-11-05 | Raymond James | Outperform | Market Perform | Downgrade |
| 2019-10-23 | Deutsche Bank | Hold | Maintains | |
| 2019-10-21 | Morgan Stanley | Overweight | Maintains | |
| 2019-10-16 | Deutsche Bank | Hold | Reiterate | |
| 2019-10-16 | Citigroup | Neutral | Maintains | |
| 2019-10-16 | UBS | Sell | Maintains | |
| 2019-10-14 | Morgan Stanley | Overweight | Maintains | |
| 2019-10-03 | Wells Fargo | Outperform | Market Perform | Downgrade |
| 2019-10-02 | UBS | Sell | Maintains | |
| 2019-10-02 | JP Morgan | Overweight | Maintains | |
| 2019-10-02 | Deutsche Bank | Hold | Maintains | |
| 2019-10-02 | Barclays | Overweight | Underweight | Downgrade |
| 2019-10-01 | Credit Suisse | Outperform | Maintains | |
| 2019-09-19 | Citigroup | Neutral | Maintains | |
| 2019-09-03 | Wolfe Research | Peer Perform | Outperform | Upgrade |
| 2019-08-21 | Deutsche Bank | Hold | Maintains | |
| 2019-07-22 | Wells Fargo | Market Perform | Outperform | Upgrade |
| 2019-07-17 | Argus Research | Buy | Maintains | |
| 2019-07-12 | Bank of America | Buy | Neutral | Downgrade |
| 2019-07-12 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2019-07-11 | Morgan Stanley | Overweight | Maintains | |
| 2019-07-09 | Citigroup | Neutral | Maintains | |
| 2019-06-18 | Deutsche Bank | Buy | Hold | Downgrade |
| 2019-04-11 | Barclays | Overweight | Overweight | Maintains |
| 2019-04-05 | Wells Fargo | Market Perform | Market Perform | Maintains |
| 2019-03-15 | Deutsche Bank | Buy | Buy | Maintains |
| 2019-02-20 | UBS | Neutral | Sell | Downgrade |
| 2019-01-04 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2019-01-04 | Wells Fargo | Market Perform | Market Perform | Maintains |
| 2018-11-30 | Goldman Sachs | Buy | Initiate | |
| 2018-11-26 | Citigroup | Sell | Neutral | Upgrade |
| 2018-11-19 | UBS | Buy | Neutral | Downgrade |
| 2018-11-14 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-10-30 | Deutsche Bank | Hold | Buy | Upgrade |
| 2018-10-30 | Raymond James | Market Perform | Outperform | Upgrade |
| 2018-10-26 | Credit Suisse | Outperform | Outperform | Maintains |
| 2018-10-22 | Barclays | Overweight | Overweight | Maintains |
| 2018-10-09 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-07-25 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-07-23 | Citigroup | Sell | Sell | Maintains |
| 2018-07-18 | Wells Fargo | Market Perform | Market Perform | Maintains |
| 2018-06-05 | Compass Point | Neutral | Initiate | |
| 2018-04-25 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-04-23 | Credit Suisse | Outperform | Outperform | Maintains |
| 2018-04-17 | Deutsche Bank | Hold | Hold | Maintains |
| 2018-04-17 | Credit Suisse | Outperform | Outperform | Maintains |
| 2018-04-10 | Bernstein | Market Perform | Initiate | |
| 2018-04-10 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-04-06 | Deutsche Bank | Hold | Hold | Maintains |
| 2018-02-07 | Credit Suisse | Outperform | Outperform | Maintains |
| 2018-02-07 | Citigroup | Neutral | Sell | Downgrade |
| 2018-01-30 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-01-22 | Citigroup | Buy | Neutral | Downgrade |
| 2018-01-03 | JMP Securities | Market Outperform | Market Perform | Downgrade |
| 2017-12-01 | Credit Suisse | Outperform | Initiate | |
| 2017-10-25 | Deutsche Bank | Hold | Maintains | |
| 2017-10-10 | Barclays | Overweight | Maintains | |
| 2017-10-05 | Morgan Stanley | Overweight | Maintains | |
| 2017-09-08 | Barclays | Overweight | Initiate | |
| 2017-07-25 | Morgan Stanley | Overweight | Maintains | |
| 2017-07-24 | Instinet | Buy | Neutral | Downgrade |
| 2017-07-13 | Rosenblatt | Neutral | Initiate | |
| 2017-07-11 | Deutsche Bank | Buy | Hold | Downgrade |
| 2017-07-10 | Jefferies | Buy | Maintains | |
| 2016-12-19 | SunTrust Robinson Humphrey | Hold | Buy | Upgrade |
| 2016-12-08 | Keefe Bruyette & Woods | Outperform | Initiate | |
| 2016-11-22 | Citigroup | Neutral | Buy | Upgrade |
| 2016-10-18 | SunTrust Robinson Humphrey | Hold | Maintains | |
| 2016-10-13 | Barclays | Overweight | Maintains | |
| 2016-10-11 | Jefferies | Buy | Maintains | |
| 2016-10-05 | Deutsche Bank | Buy | Maintains | |
| 2016-09-26 | Morgan Stanley | Overweight | Initiate | |
| 2016-09-22 | CLSA | Outperform | Maintains | |
| 2016-09-09 | Deutsche Bank | Buy | Maintains | |
| 2016-08-09 | Barclays | Overweight | Maintains | |
| 2016-07-25 | Citigroup | Neutral | Maintains | |
| 2016-07-18 | Deutsche Bank | Buy | Maintains | |
| 2016-07-11 | Nomura | Buy | Maintains | |
| 2016-07-07 | Jefferies | Buy | Maintains | |
| 2016-07-07 | Barclays | Overweight | Maintains | |
| 2016-06-16 | Deutsche Bank | Buy | Maintains | |
| 2016-05-27 | Deutsche Bank | Buy | Maintains | |
| 2016-04-15 | Citigroup | Neutral | Maintains | |
| 2016-04-14 | JP Morgan | Overweight | Maintains | |
| 2016-04-07 | Jefferies | Buy | Maintains | |
| 2016-04-04 | Nomura | Buy | Maintains | |
| 2016-03-23 | Argus | Buy | Initiate | |
| 2016-03-23 | SunTrust Robinson Humphrey | Neutral | Initiate | |
| 2016-03-17 | Deutsche Bank | Buy | Maintains | |
| 2016-02-19 | Barclays | Overweight | Maintains | |
| 2016-02-16 | CLSA | Underperform | Outperform | Upgrade |
| 2016-02-10 | Deutsche Bank | Buy | Maintains | |
| 2016-02-10 | Barclays | Overweight | Maintains | |
| 2016-02-09 | Deutsche Bank | Buy | Maintains | |
| 2016-01-25 | Nomura | Neutral | Buy | Upgrade |
| 2016-01-19 | Deutsche Bank | Buy | Maintains | |
| 2016-01-13 | Bank of America | Buy | Neutral | Downgrade |
| 2015-12-18 | PiperJaffray | Overweight | Neutral | Downgrade |
| 2015-12-08 | Barclays | Overweight | Maintains | |
| 2015-11-23 | Deutsche Bank | Buy | Maintains | |
| 2015-10-16 | Deutsche Bank | Buy | Maintains | |
| 2015-10-08 | JMP Securities | Market Outperform | Maintains | |
| 2015-10-08 | Barclays | Overweight | Maintains | |
| 2015-10-07 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-08-26 | Barclays | Overweight | Maintains | |
| 2015-08-11 | Barclays | Overweight | Maintains | |
| 2015-07-10 | Citigroup | Neutral | Maintains | |
| 2015-07-10 | Deutsche Bank | Buy | Maintains | |
| 2015-07-10 | Barclays | Overweight | Maintains | |
| 2015-06-12 | Deutsche Bank | Buy | Maintains | |
| 2015-06-05 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2015-06-03 | PiperJaffray | Overweight | Initiate | |
| 2014-07-28 | Citigroup | Neutral | Maintains | |
| 2014-07-14 | Jefferies | Buy | Initiate | |
| 2014-07-07 | Raymond James | Underperform | Market Perform | Upgrade |
| 2014-05-06 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2014-04-16 | Compass Point | Neutral | Maintains | |
| 2014-04-14 | UBS | Neutral | Buy | Upgrade |
| 2014-04-10 | Citigroup | Neutral | Maintains | |
| 2014-04-09 | Citigroup | Neutral | Maintains | |
| 2014-01-17 | Compass Point | Neutral | Maintains | |
| 2014-01-09 | Nomura | Neutral | Initiate | |
| 2014-01-07 | Citigroup | Buy | Neutral | Downgrade |
| 2013-12-16 | Evercore Partners | Underweight | Equal-weight | Upgrade |
| 2013-12-13 | Keefe Bruyette & Woods | Underperform | Market Perform | Upgrade |
| 2013-10-16 | Compass Point | Sell | Neutral | Upgrade |
| 2013-06-24 | Citigroup | Sell | Buy | Upgrade |
| 2013-05-20 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2013-05-15 | Barclays | Equal-Weight | Underweight | Downgrade |
| 2013-05-15 | ISI Group | Buy | Maintains | |
| 2013-04-02 | Credit Suisse | Overweight | Neutral | Downgrade |
| 2013-03-15 | Compass Point | Neutral | Sell | Downgrade |
| 2013-03-14 | Sterne Agee | Neutral | Maintains | |
| 2013-03-04 | Bernstein | Market Perform | Outperform | Upgrade |
| 2013-02-11 | Citigroup | Neutral | Sell | Downgrade |
| 2013-02-08 | Compass Point | Neutral | Maintains | |
| 2013-02-04 | UBS | Buy | Neutral | Downgrade |
| 2013-01-23 | Nomura | Neutral | Maintains | |
| 2012-11-16 | Compass Point | Neutral | Initiate | |
| 2012-10-16 | Barclays | Equal-Weight | Maintains | |
| 2012-09-21 | Sterne Agee | Neutral | Initiate | |
| 2012-09-19 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2012-08-24 | Citigroup | Neutral | Maintains | |
| 2012-07-13 | BGB Securities | Sell | Maintains | |
| 2012-07-11 | Topeka | Hold | Maintains | |
| 2012-06-21 | Deutsche Bank | Hold | Maintains | |
| 2012-06-21 | JP Morgan | Neutral | Maintains | |
| 2012-05-03 | BGB Securities | Sell | Initiate | |
| 2012-04-17 | JP Morgan | Neutral | Maintains | |
| 2012-04-03 | Deutsche Bank | Hold | Maintains | |
| 2012-03-20 | UBS | Buy | Maintains | |
| 2012-03-16 | Deutsche Bank | Hold | Maintains | |
| 2025-04-08 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-04-08 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2025-04-08 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-07-29 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-07-11 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-07-10 | Barclays | Overweight | Overweight | Maintains |
| 2025-07-09 | Raymond James | Outperform | Outperform | Maintains |
| 2025-06-16 | Truist Securities | Buy | Buy | Maintains |
| 2025-06-09 | Redburn Atlantic | Sell | Neutral | Upgrade |
| 2025-04-22 | UBS | Buy | Buy | Maintains |
| 2025-04-22 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-04-21 | JP Morgan | Overweight | Overweight | Maintains |
| 2025-04-21 | Truist Securities | Buy | Buy | Maintains |
| 2025-04-21 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2025-08-15 | Truist Securities | Buy | Buy | Maintains |
| 2025-07-21 | Citigroup | Buy | Buy | Maintains |
| 2025-07-21 | Barclays | Overweight | Overweight | Maintains |
| 2025-07-21 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2025-07-21 | Truist Securities | Buy | Buy | Maintains |
| 2025-07-21 | B of A Securities | Underperform | Underperform | Maintains |
| 2025-07-21 | Citizens Capital Markets | Market Perform | Market Perform | Maintains |
| 2025-07-21 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-05-15 | Truist Securities | Buy | Buy | Maintains |
| 2025-05-20 | TD Securities | Buy | Buy | Maintains |
| 2025-07-15 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-07-15 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-07-14 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2025-07-07 | Citigroup | Buy | Buy | Maintains |
