Q1 EPS Estimates for Charles Schwab Raised by Zacks Research

The Charles Schwab Co. (NYSE:SCHW) – Analysts at Zacks Research increased their Q1 2025 earnings per share estimates for Charles Schwab in a research report issued on Tuesday, February 11th. Zacks Research analyst R. Department now forecasts that the financial services provider will post earnings per share of $0.94 for the quarter, up from their prior forecast of $0.89. The consensus estimate for Charles Schwab’s current full-year earnings is $4.18 per share. Zacks Research also issued estimates for Charles Schwab’s Q2 2025 earnings at $0.99 EPS, Q3 2025 earnings at $1.04 EPS, Q4 2025 earnings at $1.14 EPS, FY2025 earnings at $4.10 EPS, Q1 2026 earnings at $1.17 EPS, Q2 2026 earnings at $1.17 EPS, Q3 2026 earnings at $1.22 EPS, Q4 2026 earnings at $1.33 EPS, FY2026 earnings at $4.90 EPS and FY2027 earnings at $5.43 EPS.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Tuesday, January 21st. The financial services provider reported $1.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.11. The firm had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5.19 billion. Charles Schwab had a net margin of 30.31% and a return on equity of 18.20%. The business’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.68 EPS.

Several other research firms have also issued reports on SCHW. Jefferies Financial Group upped their target price on Charles Schwab from $84.00 to $94.00 and gave the company a “buy” rating in a report on Monday, December 9th. StockNews.com raised shares of Charles Schwab from a “sell” rating to a “hold” rating in a report on Wednesday, October 16th. JMP Securities reaffirmed a “market outperform” rating and set a $94.00 price target (up previously from $84.00) on shares of Charles Schwab in a research report on Monday, December 9th. Bank of America dropped their target price on Charles Schwab from $63.00 to $61.00 and set an “underperform” rating on the stock in a research report on Wednesday, October 16th. Finally, Morgan Stanley raised their price objective on shares of Charles Schwab from $84.00 to $91.00 and gave the company an “equal weight” rating in a research report on Thursday, February 6th. Two investment analysts have rated the stock with a sell rating, seven have assigned a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat, Charles Schwab has an average rating of “Hold” and a consensus price target of $84.56.

Charles Schwab Stock Down 1.0 %

Charles Schwab stock opened at $82.37 on Thursday. Charles Schwab has a fifty-two week low of $61.01 and a fifty-two week high of $84.50. 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 firm’s 50-day simple moving average is $78.06 and its 200 day simple moving average is $72.18. The stock has a market cap of $146.59 billion, a PE ratio of 27.55, a price-to-earnings-growth ratio of 1.02 and a beta of 0.99.

Institutional Investors Weigh In On Charles Schwab

Hedge funds and other institutional investors have recently bought and sold shares of the business. Exchange Traded Concepts LLC grew its stake in shares of Charles Schwab by 78.9% in the 3rd quarter. Exchange Traded Concepts LLC now owns 19,773 shares of the financial services provider’s stock worth $1,281,000 after buying an additional 8,721 shares during the last quarter. Procyon Advisors LLC boosted its holdings in Charles Schwab by 5.4% in the third quarter. Procyon Advisors LLC now owns 3,437 shares of the financial services provider’s stock worth $222,000 after acquiring an additional 176 shares in the last quarter. ORG Wealth Partners LLC purchased a new stake in shares of Charles Schwab in the third quarter worth $41,000. Creative Planning raised its position in shares of Charles Schwab by 18.3% in the 3rd quarter. Creative Planning now owns 511,376 shares of the financial services provider’s stock worth $31,891,000 after purchasing an additional 79,166 shares during the last quarter. Finally, Swedbank AB raised its position in shares of Charles Schwab by 3.7% in the 3rd quarter. Swedbank AB now owns 605,261 shares of the financial services provider’s stock worth $39,227,000 after purchasing an additional 21,699 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In related news, Director Christopher V. Dodds sold 9,284 shares of the company’s stock in a transaction on Monday, November 18th. The stock was sold at an average price of $81.43, for a total value of $755,996.12. Following the sale, the director now directly owns 442,807 shares of the company’s stock, valued at $36,057,774.01. This represents a 2.05 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Arun Sarin sold 8,548 shares of the stock in a transaction on Thursday, January 23rd. The stock was sold at an average price of $81.82, for a total value of $699,397.36. Following the completion of the transaction, the director now owns 18,617 shares of the company’s stock, 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 have sold 47,514 shares of company stock worth $3,859,731 over the last 90 days. 6.60% of the stock is owned by company insiders.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, February 14th will be paid a dividend of $0.27 per share. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.25. The ex-dividend date is Friday, February 14th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.31%. Charles Schwab’s payout ratio is presently 33.44%.

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.