Zacks Research Forecasts Weaker Earnings for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW) – Equities researchers at Zacks Research lowered their Q2 2025 EPS estimates for shares of Charles Schwab in a report issued on Tuesday, March 25th. Zacks Research analyst R. Department now expects that the financial services provider will earn $0.98 per share for the quarter, down from their prior estimate 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.

SCHW has been the subject of a number of other research reports. Jefferies Financial Group lifted their price objective on Charles Schwab from $84.00 to $94.00 and gave the company a “buy” rating in a research note on Monday, December 9th. UBS Group raised their price objective on shares of Charles Schwab from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Monday, January 27th. Redburn Partners decreased 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. Deutsche Bank Aktiengesellschaft raised their price target on shares of Charles Schwab from $98.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, January 22nd. Finally, Wells Fargo & Company raised shares of Charles Schwab from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $89.00 to $93.00 in a research note on Wednesday, January 22nd. Two equities research analysts have rated the stock with a sell rating, six have given a hold rating and ten have given a buy rating to the company’s stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Hold” and a consensus target price of $86.33.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $77.79 on Friday. Charles Schwab has a twelve month low of $61.01 and a twelve month high of $84.50. 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 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. The company’s 50 day moving average is $79.55 and its 200 day moving average is $75.28.

Charles Schwab (NYSE:SCHW) last released 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. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The firm had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5.19 billion. During the same period in the prior year, the firm earned $0.68 EPS. The firm’s revenue was up 19.5% on a year-over-year basis.

Institutional Trading of Charles Schwab

Several institutional investors have recently made changes to their positions in the company. Murphy & Mullick Capital Management Corp purchased a new stake in Charles Schwab in the fourth quarter valued at $38,000. Atala Financial Inc purchased a new position in shares of Charles Schwab during the 4th quarter worth $41,000. Knuff & Co LLC increased its position in shares of Charles Schwab by 1,309.3% during the 4th quarter. Knuff & Co LLC now owns 606 shares of the financial services provider’s stock worth $45,000 after purchasing an additional 563 shares during the last quarter. Financial Life Planners purchased a new stake in Charles Schwab in the 4th quarter valued at about $46,000. Finally, Whipplewood Advisors LLC acquired a new position in Charles Schwab in the fourth quarter valued at about $46,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In related news, Director Arun Sarin sold 8,548 shares of the firm’s stock in a transaction dated Thursday, January 23rd. The shares were sold at an average price of $81.82, for a total transaction of $699,397.36. Following the completion of the sale, the director now directly owns 18,617 shares in the company, valued at approximately $1,523,242.94. This trade represents a 31.47 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman Walter W. Bettinger sold 464,629 shares of the business’s stock in a transaction dated Wednesday, February 12th. The shares were sold at an average price of $81.91, for a total transaction of $38,057,761.39. Following the completion of the transaction, the chairman now owns 827,377 shares in the company, valued at $67,770,450.07. The trade was a 35.96 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 509,701 shares of company stock worth $41,641,353. Insiders own 6.60% of the company’s stock.

Charles Schwab Increases Dividend

The firm also recently disclosed 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 annualized dividend and a yield of 1.39%. The ex-dividend date of this dividend was Friday, February 14th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.25. Charles Schwab’s dividend payout ratio is currently 36.12%.

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.