William Blair Reduces Earnings Estimates for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Equities researchers at William Blair cut their Q3 2025 EPS estimates for shares of Charles Schwab in a research note issued to investors on Monday, April 14th. William Blair analyst J. Schmitt now forecasts that the financial services provider will post earnings of $1.02 per share for the quarter, down from their prior forecast of $1.03. 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 $1.08 EPS.

SCHW has been the subject of several other research reports. Deutsche Bank Aktiengesellschaft upped their price target on Charles Schwab from $98.00 to $105.00 and gave the stock a "buy" rating in a report on Wednesday, January 22nd. Morgan Stanley upgraded Charles Schwab from an "equal weight" rating to an "overweight" rating and set a $76.00 price target on the stock in a report on Tuesday, April 8th. UBS Group boosted their price target on shares of Charles Schwab from $90.00 to $95.00 and gave the stock a "buy" rating in a report on Monday, January 27th. Piper Sandler raised their target price on Charles Schwab from $74.00 to $80.00 in a research report on Thursday. Finally, Citigroup raised shares of Charles Schwab from a "neutral" rating to a "buy" rating and boosted their price target for the company from $85.00 to $102.00 in a research report on Wednesday, April 2nd. Two analysts have rated the stock with a sell rating, four have assigned a hold rating and twelve have given a buy rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $85.56.

Charles Schwab Stock Down 2.2 %

NYSE SCHW traded down $1.65 during trading hours on Wednesday, hitting $74.50. The company's stock had a trading volume of 2,447,379 shares, compared to its average volume of 9,273,140. The company has a market capitalization of $135.11 billion, a PE ratio of 24.92, a price-to-earnings-growth 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. The company's 50-day simple moving average is $77.16 and its two-hundred day simple moving average is $76.67. 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 (NYSE:SCHW - Get Free Report) last issued its 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. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The business had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.46 billion. During the same period in the previous year, the company posted $0.74 EPS.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 1.45%. This is an increase 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 36.12%.

Insider Buying and Selling

In other news, insider Paul V. Woolway sold 3,380 shares of the firm's stock in a transaction dated Tuesday, April 1st. The shares were sold at an average price of $77.43, for a total value of $261,713.40. Following the completion of the sale, the insider now directly owns 45,824 shares of the company's stock, valued at approximately $3,548,152.32. This trade represents a 6.87 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Arun Sarin sold 8,548 shares of the business'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 transaction, the director now owns 18,617 shares in the company, valued at $1,523,242.94. This represents a 31.47 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 513,081 shares of company stock valued at $41,903,066 over the last ninety days. 6.30% of the stock is owned by insiders.

Hedge Funds Weigh In On Charles Schwab

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Johnson Investment Counsel Inc. increased its stake in shares of Charles Schwab by 3.0% in the 1st quarter. Johnson Investment Counsel Inc. now owns 34,016 shares of the financial services provider's stock worth $2,663,000 after acquiring an additional 985 shares in the last quarter. Beacon Capital Management LLC increased its stake in shares of Charles Schwab by 53.1% during the first quarter. Beacon Capital Management LLC now owns 487 shares of the financial services provider's stock valued at $38,000 after purchasing an additional 169 shares in the last quarter. Aspiriant LLC raised its stake in Charles Schwab by 0.7% during the first quarter. Aspiriant LLC now owns 25,932 shares of the financial services provider's stock valued at $2,030,000 after buying an additional 192 shares during the last quarter. State of Alaska Department of Revenue boosted its stake in Charles Schwab by 17.2% in the 1st quarter. State of Alaska Department of Revenue now owns 199,687 shares of the financial services provider's stock worth $15,631,000 after purchasing an additional 29,255 shares in the last quarter. Finally, CWA Asset Management Group LLC grew its holdings in shares of Charles Schwab by 1.6% during the first quarter. CWA Asset Management Group LLC now owns 29,416 shares of the financial services provider's stock valued at $2,303,000 after buying an additional 473 shares during the last quarter. Hedge funds and other 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.