Zacks Research Forecasts Lower Earnings for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW) – Equities research analysts at Zacks Research cut their Q2 2025 earnings estimates for Charles Schwab in a note issued to investors on Tuesday, March 25th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings per share of $0.98 for the quarter, down from their previous forecast of $0.99. 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 Q4 2025 earnings at $1.13 EPS.

Several other equities analysts also recently weighed in on SCHW. Wells Fargo & Company raised Charles Schwab from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $89.00 to $93.00 in a research report on Wednesday, January 22nd. JMP Securities reiterated a “market outperform” rating and set a $94.00 price objective (up previously from $84.00) on shares of Charles Schwab in a research report on Monday, December 9th. Barclays raised their target price on shares of Charles Schwab from $95.00 to $96.00 and gave the stock an “overweight” rating in a report on Wednesday, January 22nd. Keefe, Bruyette & Woods upped their price target on shares of Charles Schwab from $81.00 to $93.00 and gave the company an “outperform” rating in a report on Friday, December 20th. Finally, Redburn Partners decreased their price objective on shares of Charles Schwab from $70.00 to $68.00 and set a “sell” rating for the company in a research note on Friday, January 17th. Two analysts have rated the stock with a sell rating, six have issued a hold rating and ten have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $86.33.

Charles Schwab Trading Down 2.3 %

Shares of SCHW stock opened at $77.79 on Friday. The company has a market cap of $141.08 billion, a PE ratio of 26.02, a price-to-earnings-growth ratio of 0.99 and a beta of 0.98. Charles Schwab has a 1 year low of $61.01 and a 1 year high of $84.50. The stock’s 50 day simple moving average is $79.55 and its two-hundred day simple moving average is $75.28. The company has a debt-to-equity ratio of 0.59, a current ratio of 0.47 and a quick ratio of 0.47.

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

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were paid a dividend of $0.27 per share. The ex-dividend date was Friday, February 14th. This represents a $1.08 annualized dividend and a dividend yield of 1.39%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.25. Charles Schwab’s dividend payout ratio (DPR) is currently 36.12%.

Insider Activity at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 464,629 shares of the business’s stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $81.91, for a total value 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 $67,770,450.07. The trade was a 35.96 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Paul V. Woolway sold 3,380 shares of the stock in a transaction on Monday, March 3rd. The shares were sold at an average price of $79.32, for a total value of $268,101.60. Following the sale, the insider now directly owns 57,818 shares in the company, valued at $4,586,123.76. This trade represents a 5.52 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 509,701 shares of company stock worth $41,641,353 over the last three months. 6.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Charles Schwab

Several institutional investors and hedge funds have recently added to or reduced their stakes in SCHW. Principal Financial Group Inc. lifted its position 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 valued at $432,536,000 after acquiring an additional 38,201 shares during the last quarter. United Bank increased 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 in the last quarter. Kingsview Wealth Management LLC lifted its holdings in shares of Charles Schwab by 7.6% during 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 last quarter. Bridgewater Associates LP acquired a new stake in shares of Charles Schwab in the 3rd quarter worth $1,754,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its stake in Charles Schwab by 3.9% during the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 541,079 shares of the financial services provider’s stock worth $35,067,000 after buying an additional 20,066 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

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.