Q1 EPS Estimates for Charles Schwab Raised by Zacks Research

The Charles Schwab Co. (NYSE:SCHW) – Investment analysts at Zacks Research increased their Q1 2025 earnings per share (EPS) estimates for Charles Schwab in a report released on Tuesday, March 25th. Zacks Research analyst R. Department now anticipates that the financial services provider will earn $0.95 per share for the quarter, up from their previous forecast of $0.94. The consensus estimate for Charles Schwab’s current full-year earnings is $4.22 per share. Zacks Research also issued estimates for Charles Schwab’s Q3 2025 earnings at $1.05 EPS, FY2025 earnings at $4.12 EPS, Q1 2026 earnings at $1.18 EPS, Q2 2026 earnings at $1.18 EPS, Q3 2026 earnings at $1.24 EPS, Q4 2026 earnings at $1.34 EPS, FY2026 earnings at $4.94 EPS and FY2027 earnings at $5.47 EPS.

SCHW has been the topic of several other reports. TD Cowen raised shares of Charles Schwab from a “hold” rating to a “buy” rating and upped their price target for the stock from $88.00 to $103.00 in a research report on Tuesday, February 18th. Wells Fargo & Company upgraded shares of Charles Schwab from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $89.00 to $93.00 in a research note on Wednesday, January 22nd. Citigroup boosted their price target on Charles Schwab from $80.00 to $85.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 22nd. Redburn Partners cut their price objective on Charles Schwab from $70.00 to $68.00 and set a “sell” rating for the company in a research report on Friday, January 17th. Finally, JMP Securities reiterated a “market outperform” rating and issued a $94.00 price objective (up from $84.00) on shares of Charles Schwab in a report on Monday, December 9th. Two research analysts have rated the stock with a sell rating, six have issued a hold rating and ten have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $86.33.

Charles Schwab Trading Down 0.6 %

NYSE SCHW opened at $79.63 on Thursday. Charles Schwab has a 12 month low of $61.01 and a 12 month high of $84.50. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 0.59. The stock has a 50 day moving average of $79.52 and a 200-day moving average of $75.17. The company has a market cap of $144.42 billion, a PE ratio of 26.63, a PEG ratio of 0.99 and a beta of 0.98.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Tuesday, January 21st. The financial services provider reported $1.01 EPS for the quarter, beating the consensus estimate of $0.90 by $0.11. The firm had revenue of $5.33 billion during the quarter, compared to analysts’ expectations of $5.19 billion. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The business’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.68 earnings per share.

Institutional Investors Weigh In On Charles Schwab

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Merit Financial Group LLC increased its holdings in shares of Charles Schwab by 230.1% during the fourth quarter. Merit Financial Group LLC now owns 33,546 shares of the financial services provider’s stock worth $2,483,000 after buying an additional 23,383 shares in the last quarter. Benjamin Edwards Inc. boosted its stake in shares of Charles Schwab by 2,840.7% during the third quarter. Benjamin Edwards Inc. now owns 6,146 shares of the financial services provider’s stock valued at $398,000 after purchasing an additional 5,937 shares in the last quarter. Synovus Financial Corp increased its stake in shares of Charles Schwab by 46.0% in the third quarter. Synovus Financial Corp now owns 67,889 shares of the financial services provider’s stock valued at $4,400,000 after buying an additional 21,377 shares during the period. Oregon Pacific Wealth Management LLC bought a new position in Charles Schwab in the 4th quarter valued at approximately $688,000. Finally, Golden State Equity Partners boosted its position in Charles Schwab by 293.9% during the 4th quarter. Golden State Equity Partners now owns 12,207 shares of the financial services provider’s stock worth $903,000 after buying an additional 9,108 shares during the period. 84.38% of the stock is owned by institutional investors.

Insider Activity

In related news, General Counsel Peter J. Morgan III sold 14,643 shares of the firm’s stock in a transaction dated Wednesday, January 22nd. The stock was sold at an average price of $80.70, for a total value of $1,181,690.10. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Paul V. Woolway sold 9,887 shares of the business’s stock in a transaction dated Wednesday, March 5th. The stock was sold at an average price of $75.38, for a total value of $745,282.06. Following the transaction, the insider now directly owns 47,931 shares of the company’s stock, valued at approximately $3,613,038.78. The trade was a 17.10 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 509,701 shares of company stock worth $41,641,353. 6.60% of the stock is currently owned by corporate insiders.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 28th. Shareholders of record on Friday, February 14th were issued a $0.27 dividend. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 1.36%. The ex-dividend date was Friday, February 14th. Charles Schwab’s dividend payout ratio (DPR) is currently 36.12%.

Charles Schwab Company Profile

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.