Charles Schwab Stock Up 36.6% in 2025, Raises Revenue, NIM and EPS Guidance
Baron Partners Fund returned 19.07% in Q4 versus -3.70% for the Midcap Growth Index and highlighted Charles Schwab’s stock, which closed at $99.25 with a $180.2B market cap and gained 20.6% over 12 months. Schwab raised guidance for revenue, net interest margin and EPS after completing TD Ameritrade migration.
1. Fund Highlights
In Q4 2025 Baron Partners Fund delivered a 19.07% return for its Institutional Shares, outperforming the Russell Midcap Growth Index’s -3.70% and the Russell 3000’s 2.40%, and identified The Charles Schwab Corporation as a key holding driving relative performance.
2. Stock Performance and Metrics
Charles Schwab’s shares closed at $99.25 on February 10 with a $180.161 billion market capitalization, marking a 2.62% decline over one month but a 20.62% increase over the past twelve months, and contributing to a 36.6% stock gain in 2025.
3. Guidance and Operational Initiatives
Schwab completed its multi-stage migration of TD Ameritrade accounts and launched a multi-year program to improve funding costs, prompting management to raise full-year guidance for revenue, net interest margin and earnings per share, and signaling a return to double-digit earnings growth.