Zacks Research Lifts Earnings Estimates for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW) – Zacks Research increased their Q1 2025 earnings per share estimates for Charles Schwab in a report released on Tuesday, March 25th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings per share of $0.95 for the quarter, up from their prior estimate 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.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data 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 the consensus estimate of $5.19 billion. During the same quarter last year, the company earned $0.68 earnings per share. Charles Schwab’s revenue for the quarter was up 19.5% on a year-over-year basis.

A number of other equities analysts have also recently weighed in on the stock. Morgan Stanley upped their price objective on shares of Charles Schwab from $84.00 to $91.00 and gave the company an “equal weight” rating in a research report on Thursday, February 6th. Truist Financial increased their price target on Charles Schwab from $90.00 to $91.00 and gave the company a “buy” rating in a report on Tuesday, February 11th. Piper Sandler lifted their price objective on Charles Schwab from $65.00 to $70.00 and gave the stock a “neutral” rating in a report on Tuesday, January 7th. Wells Fargo & Company upgraded Charles Schwab from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $89.00 to $93.00 in a research note on Wednesday, January 22nd. Finally, Barclays lifted their price target on shares of Charles Schwab from $95.00 to $96.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 22nd. Two investment analysts have rated the stock with a sell rating, six have assigned a hold rating and ten have given a buy rating to the company. According to MarketBeat.com, Charles Schwab presently has a consensus rating of “Hold” and a consensus target price of $86.33.

Charles Schwab Price Performance

SCHW opened at $77.79 on Thursday. Charles Schwab has a twelve month low of $61.01 and a twelve month high of $84.50. The firm has a market cap of $141.08 billion, a price-to-earnings ratio of 26.02, a PEG ratio of 0.99 and a beta of 0.98. 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 fifty day simple moving average of $79.55 and a 200 day simple moving average of $75.28.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.39%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Friday, February 14th. Charles Schwab’s dividend payout ratio is presently 36.12%.

Insider Buying and Selling

In other Charles Schwab news, insider Paul V. Woolway sold 3,380 shares of the firm’s stock in a transaction that occurred 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 owns 57,818 shares in the company, valued at approximately $4,586,123.76. This trade represents a 5.52 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Arun Sarin sold 8,548 shares of the business’s stock in a transaction that occurred on Thursday, January 23rd. The stock was sold at an average price of $81.82, for a total value of $699,397.36. Following the transaction, the director now owns 18,617 shares of the company’s stock, valued at approximately $1,523,242.94. This represents a 31.47 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 509,701 shares of company stock valued at $41,641,353. Insiders own 6.60% of the company’s stock.

Institutional Trading of Charles Schwab

Several hedge funds have recently added to or reduced their stakes in SCHW. Murphy & Mullick Capital Management Corp acquired a new position in shares of Charles Schwab during the fourth quarter valued at $38,000. Atala Financial Inc bought a new position in Charles Schwab in the 4th quarter valued at about $41,000. Knuff & Co LLC increased its stake in Charles Schwab by 1,309.3% during the 4th quarter. Knuff & Co LLC now owns 606 shares of the financial services provider’s stock valued at $45,000 after buying an additional 563 shares during the period. Financial Life Planners bought a new stake in shares of Charles Schwab during the 4th quarter worth about $46,000. Finally, Whipplewood Advisors LLC acquired a new stake in shares of Charles Schwab in the 4th quarter worth approximately $46,000. Institutional investors own 84.38% of the company’s stock.

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.