William Blair Forecasts Higher Earnings for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Analysts at William Blair boosted their Q3 2025 EPS estimates for shares of Charles Schwab in a research note issued on Monday, April 21st. William Blair analyst J. Schmitt now expects that the financial services provider will post earnings per share of $1.04 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 Q4 2025 earnings at $1.14 EPS.

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

Several other research analysts have also recently issued reports on the stock. 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 report on Friday, January 17th. Piper Sandler lifted their price target on Charles Schwab from $74.00 to $80.00 in a research report on Thursday, April 17th. Truist Financial decreased their price target on Charles Schwab from $85.00 to $84.00 and set a "buy" rating for the company in a research note on Monday. JPMorgan Chase & Co. lifted their price objective on shares of Charles Schwab from $92.00 to $95.00 and gave the company an "overweight" rating in a report on Monday. Finally, Barclays dropped their target price on shares of Charles Schwab from $96.00 to $84.00 and set an "overweight" rating on the stock in a research report on Monday, April 7th. Two analysts have rated the stock with a sell rating, four have given a hold rating and twelve have assigned a buy rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $85.78.

Charles Schwab Price Performance

SCHW opened at $76.60 on Wednesday. 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 12-month low of $61.01 and a 12-month high of $84.50. The stock has a market capitalization of $138.92 billion, a P/E ratio of 25.62, a PEG ratio of 0.99 and a beta of 0.91. The stock has a 50-day moving average price of $76.91 and a 200-day moving average price of $76.74.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were issued a $0.27 dividend. This is a positive change from Charles Schwab's previous quarterly dividend of $0.25. The ex-dividend date was Friday, February 14th. This represents a $1.08 annualized dividend and a dividend yield of 1.41%. Charles Schwab's payout ratio is 36.12%.

Insider Buying and Selling at Charles Schwab

In related news, Director Arun Sarin sold 8,548 shares of the business'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 transaction, the director now owns 18,617 shares in the company, valued at $1,523,242.94. The trade was a 31.47 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman Walter W. Bettinger sold 464,629 shares of Charles Schwab stock in a transaction on 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 sale, the chairman now directly owns 827,377 shares of the company's stock, valued at approximately $67,770,450.07. This trade represents a 35.96 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 502,030 shares of company stock valued at $40,988,118 in the last 90 days. 6.30% of the stock is currently owned by company insiders.

Institutional Trading of Charles Schwab

Several institutional investors have recently made changes to their positions in the company. Norges Bank purchased a new position in shares of Charles Schwab in the fourth quarter valued at $1,289,544,000. Kovitz Investment Group Partners LLC raised its holdings in Charles Schwab by 354.5% in the fourth quarter. Kovitz Investment Group Partners LLC now owns 11,005,881 shares of the financial services provider's stock worth $814,545,000 after purchasing an additional 8,584,173 shares in the last quarter. FMR LLC boosted its holdings in Charles Schwab by 69.4% in the fourth quarter. FMR LLC now owns 9,700,013 shares of the financial services provider's stock worth $717,898,000 after acquiring an additional 3,974,940 shares in the last quarter. Marshall Wace LLP boosted its holdings in shares of Charles Schwab by 742.0% during the 4th quarter. Marshall Wace LLP now owns 4,181,202 shares of the financial services provider's stock valued at $309,451,000 after acquiring an additional 3,684,640 shares during the last quarter. Finally, Primecap Management Co. CA increased its position in shares of Charles Schwab by 310.3% during the 4th quarter. Primecap Management Co. CA now owns 4,252,350 shares of the financial services provider's stock valued at $314,716,000 after purchasing an additional 3,216,000 shares during the last quarter. 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.

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