Q3 EPS Estimates for Charles Schwab Decreased by Analyst

The Charles Schwab Co. (NYSE:SCHW) – Equities researchers at William Blair cut their Q3 2025 earnings estimates for Charles Schwab in a research note issued to investors on Monday, April 14th. William Blair analyst J. Schmitt now expects that the financial services provider will post earnings of $1.02 per share for the quarter, down from their prior estimate of $1.03. The consensus estimate for Charles Schwab’s current full-year earnings is $4.22 per share. William Blair also issued estimates for Charles Schwab’s Q4 2025 earnings at $1.08 EPS.

A number of other equities analysts have also recently commented on the stock. Keefe, Bruyette & Woods reduced their price objective on shares of Charles Schwab from $93.00 to $90.00 and set an “outperform” rating for the company in a research report on Thursday, April 10th. TD Cowen raised shares of Charles Schwab from a “hold” rating to a “buy” rating and lifted their target price for the stock from $88.00 to $103.00 in a report on Tuesday, February 18th. UBS Group increased their price target on shares of Charles Schwab from $90.00 to $95.00 and gave the company a “buy” rating in a report on Monday, January 27th. Piper Sandler boosted their price objective on Charles Schwab from $74.00 to $80.00 in a report on Thursday. Finally, Citigroup raised Charles Schwab from a “neutral” rating to a “buy” rating and upped their target price for the company from $85.00 to $102.00 in a research report on Wednesday, April 2nd. Two investment analysts have rated the stock with a sell rating, four have issued a hold rating and twelve have assigned a buy rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $85.44.

Charles Schwab Stock Performance

SCHW opened at $76.52 on Wednesday. The company has a quick ratio of 0.47, a current ratio of 0.47 and a debt-to-equity ratio of 0.59. The stock has a market cap of $138.77 billion, a price-to-earnings ratio of 25.59, a PEG ratio of 0.99 and a beta of 0.91. Charles Schwab has a 12-month low of $61.01 and a 12-month high of $84.50. The business has a 50 day moving average of $77.30 and a 200-day moving average of $76.40.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Thursday, April 17th. The financial services provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.03. Charles Schwab had a net margin of 30.31% and a return on equity of 18.20%. The company had revenue of $5.60 billion for the quarter, compared to analyst estimates of $5.46 billion. During the same period in the previous year, the business earned $0.74 EPS.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were given a $0.27 dividend. The ex-dividend date was Friday, February 14th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a dividend yield of 1.41%. Charles Schwab’s payout ratio is presently 36.12%.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 464,629 shares of the business’s stock in a transaction dated Wednesday, February 12th. The stock was sold at an average price of $81.91, for a total transaction of $38,057,761.39. Following the completion of the transaction, the chairman now owns 827,377 shares of the company’s stock, valued at approximately $67,770,450.07. The trade was a 35.96 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Arun Sarin sold 8,548 shares of the firm’s stock in a transaction that occurred on Thursday, January 23rd. The shares were sold at an average price of $81.82, for a total transaction of $699,397.36. Following the completion of the sale, the director now owns 18,617 shares in the company, valued at approximately $1,523,242.94. The trade was a 31.47 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 513,081 shares of company stock valued at $41,903,066. Company insiders own 6.30% of the company’s stock.

Hedge Funds Weigh In On Charles Schwab

Institutional investors have recently added to or reduced their stakes in the stock. Atwood & Palmer Inc. bought a new stake in shares of Charles Schwab during the first quarter worth about $25,000. WFA Asset Management Corp bought a new position in Charles Schwab in the 1st quarter valued at approximately $33,000. Murphy & Mullick Capital Management Corp acquired a new stake in Charles Schwab during the 4th quarter worth approximately $38,000. Atala Financial Inc bought a new stake in Charles Schwab during the 4th quarter worth approximately $41,000. Finally, Investors Research Corp increased its position in Charles Schwab by 75.2% in the 1st quarter. Investors Research Corp now owns 559 shares of the financial services provider’s stock valued at $44,000 after acquiring an additional 240 shares during the period. 84.38% of the stock is currently owned by institutional investors and hedge funds.

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.