Zacks Research Raises Earnings Estimates for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW) – Investment analysts at Zacks Research increased their Q1 2025 earnings estimates for shares of 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 of $0.95 per share for the quarter, up from their prior 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.

Several other analysts have also weighed in on the stock. Redburn Partners lowered their target price 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. Piper Sandler lifted their target price on Charles Schwab from $65.00 to $70.00 and gave the company a “neutral” rating in a research note on Tuesday, January 7th. Wells Fargo & Company raised shares of Charles Schwab from an “equal weight” rating to an “overweight” rating and upped their price target for the stock from $89.00 to $93.00 in a research note on Wednesday, January 22nd. UBS Group raised their target price on Charles Schwab from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Monday, January 27th. Finally, Jefferies Financial Group lifted their price target on shares of Charles Schwab from $84.00 to $94.00 and gave the stock a “buy” rating in a research report on Monday, December 9th. Two equities 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. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $86.33.

Charles Schwab Stock Down 0.8 %

Shares of Charles Schwab stock opened at $80.12 on Thursday. Charles Schwab has a fifty-two week low of $61.01 and a fifty-two week high of $84.50. 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 firm has a market cap of $145.30 billion, a P/E ratio of 26.80, a P/E/G ratio of 0.99 and a beta of 0.98. The business has a 50-day moving average price of $79.44 and a 200 day moving average price of $75.14.

Charles Schwab (NYSE:SCHW) last released its 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 company 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 revenue was up 19.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.68 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 paid a $0.27 dividend. 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 1.35%. The ex-dividend date was Friday, February 14th. Charles Schwab’s dividend payout ratio (DPR) is 36.12%.

Insiders Place Their Bets

In other news, Chairman Walter W. Bettinger sold 464,629 shares of the business’s stock in a transaction 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Paul V. Woolway sold 3,380 shares of the business’s stock in a transaction dated Monday, March 3rd. The shares were sold at an average price of $79.32, for a total value of $268,101.60. Following the completion of the transaction, the insider now directly owns 57,818 shares of the company’s stock, valued at approximately $4,586,123.76. The trade was a 5.52 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 501,087 shares of company stock valued at $40,952,233. 6.60% of the stock is currently owned by insiders.

Institutional Trading of Charles Schwab

Several hedge funds have recently bought and sold shares of SCHW. Gladstone Institutional Advisory LLC grew its holdings in shares of Charles Schwab by 2.0% during the fourth quarter. Gladstone Institutional Advisory LLC now owns 6,247 shares of the financial services provider’s stock worth $462,000 after buying an additional 124 shares in the last quarter. N.E.W. Advisory Services LLC boosted its stake in shares of Charles Schwab by 1.7% during the 4th quarter. N.E.W. Advisory Services LLC now owns 7,522 shares of the financial services provider’s stock worth $557,000 after acquiring an additional 125 shares during the period. Klingman & Associates LLC boosted its position in Charles Schwab by 3.2% during the fourth quarter. Klingman & Associates LLC now owns 4,083 shares of the financial services provider’s stock worth $302,000 after purchasing an additional 125 shares during the period. Investors Asset Management of Georgia Inc. GA ADV grew its stake in Charles Schwab by 2.7% in the 4th quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 4,763 shares of the financial services provider’s stock valued at $353,000 after buying an additional 127 shares during the last quarter. Finally, Personal CFO Solutions LLC increased its stake in shares of Charles Schwab by 1.2% during the fourth quarter. Personal CFO Solutions LLC now owns 11,236 shares of the financial services provider’s stock worth $832,000 after purchasing an additional 130 shares during the period. 84.38% of the stock is currently owned by institutional investors and hedge funds.

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.