Q1 EPS Estimates for Charles Schwab Lifted by Zacks Research

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Analysts at Zacks Research boosted their Q1 2025 EPS estimates for Charles Schwab in a research note issued to investors on Tuesday, March 25th. Zacks Research analyst R. Department now anticipates that the financial services provider will earn $0.95 per share for the quarter, up from their previous forecast 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 - Get Free Report) last issued its quarterly earnings data on Tuesday, January 21st. The financial services provider reported $1.01 EPS for the quarter, topping analysts' consensus estimates of $0.90 by $0.11. The company had revenue of $5.33 billion for the quarter, compared to analysts' expectations of $5.19 billion. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The firm's quarterly revenue was up 19.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.68 earnings per share.

Several other research firms have also recently commented on SCHW. Jefferies Financial Group increased their target price on Charles Schwab from $84.00 to $94.00 and gave the company a "buy" rating in a research note on Monday, December 9th. Keefe, Bruyette & Woods raised their price objective on shares of Charles Schwab from $81.00 to $93.00 and gave the stock an "outperform" rating in a report on Friday, December 20th. Citigroup upped their target price on shares of Charles Schwab from $80.00 to $85.00 and gave the company a "neutral" rating in a research note on Wednesday, January 22nd. UBS Group lifted their price target on Charles Schwab from $90.00 to $95.00 and gave the stock a "buy" rating in a research note on Monday, January 27th. Finally, Wells Fargo & Company raised Charles Schwab from an "equal weight" rating to an "overweight" rating and increased their target price for the stock from $89.00 to $93.00 in a report on Wednesday, January 22nd. Two investment analysts have rated the stock with a sell rating, six have issued a hold rating and ten have issued a buy rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $86.33.

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Charles Schwab Stock Up 0.1 %

Shares of SCHW traded up $0.06 during mid-day trading on Thursday, reaching $77.87. 1,841,154 shares of the stock traded hands, compared to its average volume of 8,825,753. The stock has a fifty day simple moving average of $79.55 and a 200 day simple moving average of $75.45. Charles Schwab has a 12-month low of $61.01 and a 12-month high of $84.50. The company has a quick ratio of 0.47, a current ratio of 0.47 and a debt-to-equity ratio of 0.59. The firm has a market cap of $141.22 billion, a price-to-earnings ratio of 26.04, a P/E/G ratio of 0.99 and a beta of 0.98.

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. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.39%. This is a positive change from Charles Schwab's previous quarterly dividend of $0.25. The ex-dividend date was Friday, February 14th. Charles Schwab's dividend payout ratio (DPR) is 36.12%.

Insider Activity

In other Charles Schwab news, Director Arun Sarin sold 8,548 shares of the stock in a transaction that occurred 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 completion of the sale, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Paul V. Woolway sold 3,380 shares of the stock in a transaction on Monday, March 3rd. The stock was sold at an average price of $79.32, for a total transaction of $268,101.60. Following the transaction, the insider now directly owns 57,818 shares in the company, valued at $4,586,123.76. The trade was a 5.52 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 509,701 shares of company stock worth $41,641,353 over the last three months. Corporate 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 the business. Merit Financial Group LLC boosted its position in shares of Charles Schwab by 230.1% in the fourth quarter. Merit Financial Group LLC now owns 33,546 shares of the financial services provider's stock valued at $2,483,000 after acquiring an additional 23,383 shares during the period. Benjamin Edwards Inc. grew its position in Charles Schwab by 2,840.7% in the 3rd quarter. Benjamin Edwards Inc. now owns 6,146 shares of the financial services provider's stock worth $398,000 after purchasing an additional 5,937 shares during the last quarter. Synovus Financial Corp increased its holdings in shares of Charles Schwab by 46.0% during the 3rd quarter. Synovus Financial Corp now owns 67,889 shares of the financial services provider's stock worth $4,400,000 after purchasing an additional 21,377 shares during the period. Oregon Pacific Wealth Management LLC acquired a new position in shares of Charles Schwab during the fourth quarter valued at about $688,000. Finally, Golden State Equity Partners lifted its stake in shares of Charles Schwab by 293.9% in the fourth quarter. Golden State Equity Partners now owns 12,207 shares of the financial services provider's stock valued at $903,000 after buying an additional 9,108 shares during the period. 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.