Q1 EPS Estimates for Charles Schwab Raised by Zacks Research

The Charles Schwab Co. (NYSE:SCHW) – Stock analysts at Zacks Research increased their Q1 2025 earnings per share estimates for Charles Schwab in a research report issued on Tuesday, March 25th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings per share of $0.95 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 subject of several other research reports. Deutsche Bank Aktiengesellschaft raised their target price on Charles Schwab from $98.00 to $105.00 and gave the stock a “buy” rating in a research report on Wednesday, January 22nd. Morgan Stanley boosted their target price on shares of Charles Schwab from $84.00 to $91.00 and gave the company an “equal weight” rating in a research note on Thursday, February 6th. JPMorgan Chase & Co. increased their target price on shares of Charles Schwab from $87.00 to $93.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 7th. TD Cowen upgraded shares of Charles Schwab from a “hold” rating to a “buy” rating and boosted their price target for the company from $88.00 to $103.00 in a research report on Tuesday, February 18th. Finally, Redburn Partners dropped their price objective on shares of Charles Schwab from $70.00 to $68.00 and set a “sell” rating for the company in a report on Friday, January 17th. Two equities research analysts have rated the stock with a sell rating, six have issued a hold rating and ten have assigned a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $86.33.

Charles Schwab Stock Down 0.6 %

NYSE SCHW opened at $79.63 on Thursday. Charles Schwab has a 1-year low of $61.01 and a 1-year high of $84.50. The company has a market capitalization of $144.42 billion, a price-to-earnings ratio of 26.63, a PEG ratio of 0.99 and a beta of 0.98. The stock’s 50 day moving average is $79.52 and its two-hundred day moving average is $75.17. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 0.59.

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

Institutional Investors Weigh In On Charles Schwab

Several large investors have recently bought and sold shares of the company. Principal Financial Group Inc. lifted its holdings in Charles Schwab by 0.6% during the third quarter. Principal Financial Group Inc. now owns 6,673,901 shares of the financial services provider’s stock worth $432,536,000 after acquiring an additional 38,201 shares in the last quarter. United Bank raised its position in shares of Charles Schwab by 13.0% during the third quarter. United Bank now owns 11,352 shares of the financial services provider’s stock worth $736,000 after purchasing an additional 1,309 shares during the period. Quest Partners LLC bought a new position in shares of Charles Schwab during the 3rd quarter valued at about $270,000. Kingsview Wealth Management LLC grew its position in shares of Charles Schwab by 7.6% in the 3rd quarter. Kingsview Wealth Management LLC now owns 6,747 shares of the financial services provider’s stock valued at $437,000 after purchasing an additional 477 shares during the period. Finally, Truvestments Capital LLC bought a new stake in Charles Schwab during the 3rd quarter worth approximately $88,000. Institutional investors own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 464,629 shares of the stock in a transaction dated Wednesday, February 12th. The stock was sold at an average price of $81.91, for a total value of $38,057,761.39. Following the transaction, the chairman now owns 827,377 shares of the company’s stock, valued at approximately $67,770,450.07. This represents a 35.96 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Arun Sarin sold 8,548 shares of the firm’s stock in a transaction dated Thursday, January 23rd. The stock was sold at an average price of $81.82, for a total value of $699,397.36. Following the transaction, the director now owns 18,617 shares in the company, valued at approximately $1,523,242.94. This trade represents a 31.47 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 509,701 shares of company stock worth $41,641,353 over the last ninety days. Company insiders own 6.60% of the company’s stock.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 28th. Investors of record on Friday, February 14th were paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.36%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.25. The ex-dividend date was Friday, February 14th. Charles Schwab’s payout ratio is 36.12%.

About Charles Schwab

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.