Q2 EPS Estimates for Charles Schwab Lifted by William Blair

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Research analysts at William Blair upped their Q2 2025 earnings per share estimates for shares of Charles Schwab in a research note issued on Monday, April 21st. William Blair analyst J. Schmitt now forecasts that the financial services provider will earn $1.03 per share for the quarter, up from their previous estimate of $1.02. The consensus estimate for Charles Schwab's current full-year earnings is $4.22 per share. William Blair also issued estimates for Charles Schwab's FY2025 earnings at $4.25 EPS, Q1 2026 earnings at $1.17 EPS, Q2 2026 earnings at $1.25 EPS, Q3 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.44 EPS and FY2026 earnings at $5.15 EPS.

Charles Schwab (NYSE:SCHW - Get Free Report) last announced its quarterly earnings results on Thursday, April 17th. The financial services provider reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. The firm had revenue of $5.60 billion during the quarter, compared to analysts' expectations of $5.46 billion. Charles Schwab had a net margin of 30.31% and a return on equity of 18.20%. During the same quarter last year, the company posted $0.74 earnings per share.

SCHW has been the topic of a number of other reports. UBS Group boosted their target price on Charles Schwab from $90.00 to $95.00 and gave the stock a "buy" rating in a report on Monday, January 27th. Truist Financial cut their target price on shares of Charles Schwab from $85.00 to $84.00 and set a "buy" rating for the company in a research note on Monday. Citigroup upgraded shares of Charles Schwab from a "neutral" rating to a "buy" rating and upped their price target for the company from $85.00 to $102.00 in a research note on Wednesday, April 2nd. Keefe, Bruyette & Woods cut their price objective on shares of Charles Schwab from $93.00 to $90.00 and set an "outperform" rating for the company in a research report on Thursday, April 10th. Finally, Piper Sandler upped their target price on Charles Schwab from $74.00 to $80.00 in a research report on Thursday, April 17th. Two research analysts have rated the stock with a sell rating, four have assigned a hold rating and twelve have issued a buy rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $85.56.

Charles Schwab Trading Down 1.3 %

Charles Schwab stock opened at $75.13 on Tuesday. The company has a debt-to-equity ratio of 0.59, a quick ratio of 0.47 and a current ratio of 0.47. The stock has a 50-day simple moving average of $77.02 and a 200 day simple moving average of $76.74. The stock has a market capitalization of $136.25 billion, a P/E ratio of 25.13, a PEG ratio of 0.99 and a beta of 0.91. Charles Schwab has a 52 week low of $61.01 and a 52 week high of $84.50.

Institutional Investors Weigh In On Charles Schwab

Institutional investors have recently added to or reduced their stakes in the business. Private Wealth Partners LLC raised its position in Charles Schwab by 92.7% during the 1st quarter. Private Wealth Partners LLC now owns 105,088 shares of the financial services provider's stock worth $8,226,000 after purchasing an additional 50,560 shares during the last quarter. Advisor Resource Council bought a new stake in Charles Schwab in the first quarter valued at approximately $951,000. Citizens & Northern Corp raised its holdings in Charles Schwab by 3.4% during the 1st quarter. Citizens & Northern Corp now owns 22,196 shares of the financial services provider's stock worth $1,738,000 after purchasing an additional 728 shares during the last quarter. Meriwether Wealth & Planning LLC lifted its position in shares of Charles Schwab by 11.7% in the 1st quarter. Meriwether Wealth & Planning LLC now owns 17,716 shares of the financial services provider's stock worth $1,387,000 after purchasing an additional 1,860 shares during the period. Finally, Proathlete Wealth Management LLC acquired a new stake in shares of Charles Schwab during the first quarter worth $96,000. 84.38% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, insider Paul V. Woolway sold 3,380 shares of the company's stock in a transaction on Monday, March 3rd. The shares were sold at an average price of $79.32, for a total transaction of $268,101.60. Following the completion of the transaction, the insider now directly owns 57,818 shares in the company, valued at approximately $4,586,123.76. This represents a 5.52 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Arun Sarin sold 8,548 shares of the firm's stock in a transaction on Thursday, January 23rd. The shares were sold at an average price of $81.82, for a total value of $699,397.36. Following 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 position. The disclosure for this sale can be found here. Insiders sold a total of 513,081 shares of company stock worth $41,903,066 in the last ninety days. 6.30% of the stock is owned by insiders.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Friday, February 14th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.44%. This is a boost from Charles Schwab's previous quarterly dividend of $0.25. Charles Schwab's payout ratio is 36.12%.

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.

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