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Q1 EPS Estimates for Charles Schwab Raised by William Blair

Charles Schwab logo with Finance background

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Investment analysts at William Blair lifted their Q1 2025 EPS estimates for shares of Charles Schwab in a report released on Monday, April 14th. William Blair analyst J. Schmitt now forecasts that the financial services provider will post earnings per share of $1.03 for the quarter, up from their previous estimate of $1.01. 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 Q2 2025 earnings at $1.02 EPS.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its quarterly 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 business had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.46 billion. During the same quarter last year, the business posted $0.74 earnings per share.

A number of other brokerages have also commented on SCHW. TD Cowen upgraded Charles Schwab from a "hold" rating to a "buy" rating and lifted their price objective for the stock from $88.00 to $103.00 in a research report on Tuesday, February 18th. JPMorgan Chase & Co. restated an "outperform" rating and issued a $92.00 price objective on shares of Charles Schwab in a report on Wednesday. JPMorgan analyst Kenneth Worthington reiterated an Overweight rating and $92 target. Ahead of earnings, he highlighted Schwab’s earnings model and positive impact of rising cash allocations. Morgan Stanley raised shares of Charles Schwab from an "equal weight" rating to an "overweight" rating and set a $76.00 target price for the company in a report on Tuesday, April 8th. Deutsche Bank Aktiengesellschaft increased their price target on Charles Schwab from $98.00 to $105.00 and gave the company a "buy" rating in a research note on Wednesday, January 22nd. Finally, Piper Sandler lifted their price objective on Charles Schwab from $74.00 to $80.00 in a research note on Thursday. Two investment analysts have rated the stock with a sell rating, four have assigned a hold rating and twelve have assigned a buy rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $85.44.

Get Our Latest Stock Report on Charles Schwab

Charles Schwab Trading Up 1.1 %

Shares of NYSE SCHW traded up $0.82 during midday trading on Tuesday, hitting $76.52. The stock had a trading volume of 19,270,925 shares, compared to its average volume of 9,300,018. The company has a debt-to-equity ratio of 0.59, a current ratio of 0.47 and a quick ratio of 0.47. Charles Schwab has a fifty-two week low of $61.01 and a fifty-two week high of $84.50. The firm has a market cap of $138.77 billion, a P/E ratio of 25.59, a price-to-earnings-growth ratio of 0.99 and a beta of 0.91. The company's 50-day simple moving average is $77.16 and its 200 day simple moving average is $76.58.

Charles Schwab Increases Dividend

The business also recently disclosed 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 is an increase 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 dividend payout ratio is currently 36.12%.

Insider Buying and Selling

In other news, Chairman Walter W. Bettinger sold 464,629 shares of the firm's stock in a transaction that occurred 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 transaction, the chairman now directly owns 827,377 shares of the company's stock, valued at $67,770,450.07. This trade represents a 35.96 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Paul V. Woolway sold 3,380 shares of Charles Schwab stock in a transaction that occurred 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 sale, the insider now owns 57,818 shares in the company, valued at $4,586,123.76. This trade represents a 5.52 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 513,081 shares of company stock worth $41,903,066 over the last ninety days. Company insiders own 6.30% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in SCHW. Principal Financial Group Inc. raised its holdings in Charles Schwab by 0.6% during the third quarter. Principal Financial Group Inc. now owns 6,673,901 shares of the financial services provider's stock worth $432,536,000 after acquiring an additional 38,201 shares in the last quarter. Anchor Investment Management LLC raised its stake in shares of Charles Schwab by 11.2% during the 3rd quarter. Anchor Investment Management LLC now owns 36,229 shares of the financial services provider's stock worth $2,348,000 after purchasing an additional 3,637 shares in the last quarter. Sculati Wealth Management LLC boosted its holdings in shares of Charles Schwab by 0.7% in the 3rd quarter. Sculati Wealth Management LLC now owns 42,988 shares of the financial services provider's stock valued at $2,786,000 after buying an additional 315 shares during the last quarter. World Investment Advisors LLC bought a new position in shares of Charles Schwab in the third quarter valued at $9,211,000. Finally, Sfmg LLC increased its holdings in Charles Schwab by 2.5% during the third quarter. Sfmg LLC now owns 58,542 shares of the financial services provider's stock worth $3,794,000 after buying an additional 1,444 shares during the last quarter. Institutional investors own 84.38% of the company's stock.

About Charles Schwab

(Get Free Report)

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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Earnings History and Estimates for Charles Schwab (NYSE:SCHW)

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