William Blair Boosts Earnings Estimates for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW) – William Blair lifted their FY2025 earnings estimates for Charles Schwab in a research report issued on Wednesday, January 22nd. William Blair analyst J. Schmitt now anticipates that the financial services provider will post earnings of $4.15 per share for the year, up from their previous forecast of $3.90. The consensus estimate for Charles Schwab’s current full-year earnings is $4.09 per share. William Blair also issued estimates for Charles Schwab’s FY2026 earnings at $5.10 EPS.

A number of other research analysts have also recently commented on SCHW. Morgan Stanley boosted their target price on shares of Charles Schwab from $74.00 to $84.00 and gave the stock an “equal weight” rating in a research report on Friday, January 17th. Wells Fargo & Company raised shares of Charles Schwab from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $89.00 to $93.00 in a research report on Wednesday. Bank of America reduced their target price on shares of Charles Schwab from $63.00 to $61.00 and set an “underperform” rating on the stock in a research report on Wednesday, October 16th. Redburn Partners reduced their target price on shares of Charles Schwab from $70.00 to $68.00 and set a “sell” rating on the stock in a research report on Friday, January 17th. Finally, Citigroup upped their price target on shares of Charles Schwab from $80.00 to $85.00 and gave the company a “neutral” rating in a report on Wednesday. Two analysts have rated the stock with a sell rating, seven have assigned a hold rating and nine have issued a buy rating to the company. Based on data from MarketBeat, Charles Schwab currently has an average rating of “Hold” and a consensus target price of $83.83.

Charles Schwab Trading Down 0.5 %

NYSE SCHW opened at $81.67 on Thursday. The company’s fifty day simple moving average is $77.78 and its 200-day simple moving average is $70.82. Charles Schwab has a 52 week low of $61.01 and a 52 week high of $83.35. 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 market cap of $145.34 billion, a P/E ratio of 27.31, a PEG ratio of 1.46 and a beta of 0.99.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Tuesday, January 21st. The financial services provider reported $1.01 earnings per share (EPS) for the quarter, topping the consensus estimate 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 $5,190,822.51 billion. During the same period in the previous year, the firm earned $0.68 earnings per share. Charles Schwab’s revenue for the quarter was up 19.5% on a year-over-year basis.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. N.E.W. Advisory Services LLC grew its position in Charles Schwab by 1.7% in the 4th quarter. N.E.W. Advisory Services LLC now owns 7,522 shares of the financial services provider’s stock valued at $557,000 after buying an additional 125 shares in the last quarter. Stablepoint Partners LLC lifted its holdings in Charles Schwab by 1.1% in the 4th quarter. Stablepoint Partners LLC now owns 12,486 shares of the financial services provider’s stock valued at $924,000 after acquiring an additional 141 shares during the last quarter. Alliance Wealth Advisors LLC lifted its holdings in Charles Schwab by 2.7% in the 3rd quarter. Alliance Wealth Advisors LLC now owns 5,358 shares of the financial services provider’s stock valued at $347,000 after acquiring an additional 142 shares during the last quarter. Michael S. Ryan Inc. lifted its holdings in Charles Schwab by 2.5% in the 4th quarter. Michael S. Ryan Inc. now owns 5,998 shares of the financial services provider’s stock valued at $444,000 after acquiring an additional 144 shares during the last quarter. Finally, GS Investments Inc. lifted its holdings in Charles Schwab by 0.3% in the 3rd quarter. GS Investments Inc. now owns 57,434 shares of the financial services provider’s stock valued at $3,722,000 after acquiring an additional 146 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other news, General Counsel Peter J. Morgan III sold 14,643 shares of the company’s stock in a transaction dated Wednesday, January 22nd. The shares were sold at an average price of $80.70, for a total transaction of $1,181,690.10. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jonathan S. Beatty sold 2,500 shares of the company’s stock in a transaction dated Monday, November 11th. The stock was sold at an average price of $77.02, for a total transaction of $192,550.00. Following the transaction, the insider now owns 18,069 shares of the company’s stock, valued at $1,391,674.38. This represents a 12.15 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 41,466 shares of company stock worth $3,352,884. Insiders own 6.60% 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.