Zacks Research Raises Earnings Estimates for Charles Schwab

The Charles Schwab Co. (NYSE:SCHW) – Stock analysts at Zacks Research lifted their Q1 2025 earnings per share (EPS) estimates for shares of Charles Schwab in a research report issued to clients and investors on Tuesday, February 11th. Zacks Research analyst R. Department now forecasts that the financial services provider will post earnings of $0.94 per share for the quarter, up from their previous 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 announced its earnings results on Tuesday, January 21st. The financial services provider reported $1.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.90 by $0.11. Charles Schwab had a net margin of 30.31% and a return on equity of 18.20%. The company had revenue of $5.33 billion during the quarter, compared to analysts’ expectations of $5.19 billion. During the same quarter in the previous year, the business posted $0.68 earnings per share. Charles Schwab’s quarterly revenue was up 19.5% on a year-over-year basis.

A number of other brokerages also recently issued reports on SCHW. Citigroup increased their price target on Charles Schwab from $80.00 to $85.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 22nd. Truist Financial increased their target price on Charles Schwab from $90.00 to $91.00 and gave the stock a “buy” rating in a report on Tuesday. Barclays boosted their price target on Charles Schwab from $95.00 to $96.00 and gave the company an “overweight” rating in a research note on Wednesday, January 22nd. Jefferies Financial Group increased their price objective on shares of Charles Schwab from $84.00 to $94.00 and gave the stock a “buy” rating in a research note on Monday, December 9th. Finally, StockNews.com raised shares of Charles Schwab from a “sell” rating to a “hold” rating in a report on Wednesday, October 16th. Two equities research analysts have rated the stock with a sell rating, seven have assigned a hold rating and nine have assigned a buy rating to the stock. According to data from MarketBeat, Charles Schwab presently has an average rating of “Hold” and an average price target of $84.56.

Charles Schwab Stock Performance

NYSE SCHW opened at $82.37 on Thursday. Charles Schwab has a 12-month low of $61.01 and a 12-month high of $84.50. The firm has a 50-day moving average price of $78.06 and a two-hundred day moving average price of $72.18. The company has a market capitalization of $146.59 billion, a P/E ratio of 27.55, a P/E/G ratio of 1.02 and a beta of 0.99. The company has a quick ratio of 0.47, a current ratio of 0.47 and a debt-to-equity ratio of 0.59.

Charles Schwab Increases Dividend

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

Insiders Place Their Bets

In other news, General Counsel Peter J. Morgan III sold 14,643 shares of the business’s stock in a transaction that occurred on Wednesday, January 22nd. The shares were sold at an average price of $80.70, for a total value of $1,181,690.10. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Nigel J. Murtagh sold 12,739 shares of the stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $81.17, for a total transaction of $1,034,024.63. Following the sale, the insider now owns 59,092 shares of the company’s stock, valued at approximately $4,796,497.64. This trade represents a 17.73 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 47,514 shares of company stock valued at $3,859,731. 6.60% of the stock is currently owned by company insiders.

Institutional Trading of Charles Schwab

Hedge funds have recently modified their holdings of the stock. Exchange Traded Concepts LLC boosted its position in shares of Charles Schwab by 78.9% during the 3rd quarter. Exchange Traded Concepts LLC now owns 19,773 shares of the financial services provider’s stock worth $1,281,000 after purchasing an additional 8,721 shares in the last quarter. Procyon Advisors LLC grew its stake 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 valued at $222,000 after acquiring an additional 176 shares during the period. ORG Wealth Partners LLC bought a new stake in shares of Charles Schwab during the third quarter valued at approximately $41,000. Creative Planning raised its position in shares of Charles Schwab by 18.3% during the third 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 period. Finally, Swedbank AB lifted its holdings 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 in the last quarter. 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.