William Blair Comments on Charles Schwab Q1 Earnings

The Charles Schwab Co. (NYSE:SCHW) – Stock analysts at William Blair issued their Q1 2025 EPS estimates for shares of Charles Schwab in a research report issued on Wednesday, January 22nd. William Blair analyst J. Schmitt expects that the financial services provider will post earnings of $1.01 per share for the quarter. 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 Q2 2025 earnings at $0.98 EPS, Q3 2025 earnings at $1.03 EPS, Q4 2025 earnings at $1.13 EPS, Q1 2026 earnings at $1.22 EPS, Q2 2026 earnings at $1.22 EPS, Q3 2026 earnings at $1.26 EPS and Q4 2026 earnings at $1.39 EPS.

SCHW has been the topic of several other reports. The Goldman Sachs Group boosted their price target on shares of Charles Schwab from $67.00 to $74.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 16th. Jefferies Financial Group upped their target price on shares of Charles Schwab from $84.00 to $94.00 and gave the company a “buy” rating in a report on Monday, December 9th. Truist Financial reaffirmed a “buy” rating and issued a $90.00 target price (up from $86.00) on shares of Charles Schwab in a report on Wednesday. Cowen upped their target price on shares of Charles Schwab from $69.00 to $75.00 and gave the company a “hold” rating in a report on Tuesday, October 15th. Finally, Barclays increased their price target on shares of Charles Schwab from $95.00 to $96.00 and gave the company an “overweight” rating in a report on Wednesday. Two research analysts have rated the stock with a sell rating, seven have assigned a hold rating and nine have given a buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $83.83.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $81.67 on Friday. The firm has a market cap of $145.34 billion, a PE ratio of 27.31, a PEG ratio of 1.46 and a beta of 0.99. 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 has a 1-year low of $61.01 and a 1-year high of $83.35. The company has a fifty day moving average price of $77.78 and a 200 day moving average price of $70.82.

Charles Schwab (NYSE:SCHW) last announced its quarterly 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. 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 analyst estimates of $5,190,822.51 billion. During the same quarter in the previous year, the business earned $0.68 EPS. The firm’s revenue was up 19.5% on a year-over-year basis.

Insider Buying and Selling

In other Charles Schwab news, General Counsel Peter J. Morgan III sold 14,643 shares of the firm’s stock in a transaction that occurred on Wednesday, January 22nd. The shares were sold at an average price of $80.70, for a total value of $1,181,690.10. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Christopher V. Dodds sold 9,284 shares of the firm’s stock in a transaction that occurred on Monday, November 18th. The shares were sold at an average price of $81.43, for a total transaction of $755,996.12. Following the completion of the sale, the director now owns 442,807 shares in the company, valued at $36,057,774.01. This represents a 2.05 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 41,466 shares of company stock worth $3,352,884. Corporate insiders own 6.60% of the company’s stock.

Hedge Funds Weigh In On Charles Schwab

Several large investors have recently modified their holdings of SCHW. State Street Corp raised its stake in Charles Schwab by 0.7% during the third quarter. State Street Corp now owns 62,076,447 shares of the financial services provider’s stock worth $4,023,175,000 after buying an additional 414,949 shares during the last quarter. Geode Capital Management LLC grew its holdings in Charles Schwab by 1.5% in the third quarter. Geode Capital Management LLC now owns 30,141,441 shares of the financial services provider’s stock worth $1,945,614,000 after purchasing an additional 445,304 shares during the period. Massachusetts Financial Services Co. MA grew its holdings in Charles Schwab by 6.3% in the third quarter. Massachusetts Financial Services Co. MA now owns 28,679,305 shares of the financial services provider’s stock worth $1,858,706,000 after purchasing an additional 1,711,312 shares during the period. Franklin Resources Inc. grew its holdings in Charles Schwab by 15.0% in the third quarter. Franklin Resources Inc. now owns 24,261,234 shares of the financial services provider’s stock worth $1,644,674,000 after purchasing an additional 3,157,923 shares during the period. Finally, Fisher Asset Management LLC grew its holdings in Charles Schwab by 2.5% in the third quarter. Fisher Asset Management LLC now owns 20,189,558 shares of the financial services provider’s stock worth $1,308,485,000 after purchasing an additional 493,264 shares during the period. 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.