Q2 EPS Estimates for Charles Schwab Raised by William Blair

The Charles Schwab Co. (NYSE:SCHW) – Stock analysts at William Blair upped their Q2 2025 earnings per share estimates for shares of Charles Schwab in a note issued to investors on Monday, April 21st. William Blair analyst J. Schmitt now expects that the financial services provider will post earnings per share of $1.03 for the quarter, up from their prior estimate of $1.02. 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 FY2025 earnings at $4.25 EPS, Q1 2026 earnings at $1.17 EPS, Q2 2026 earnings at $1.25 EPS, Q3 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.44 EPS and FY2026 earnings at $5.15 EPS.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 17th. The financial services provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.01 by $0.03. The company had revenue of $5.60 billion for the quarter, compared to analyst estimates of $5.46 billion. Charles Schwab had a net margin of 30.31% and a return on equity of 18.20%. During the same quarter last year, the firm earned $0.74 EPS.

Several other equities analysts have also issued reports on the company. Barclays reduced their price target on Charles Schwab from $96.00 to $84.00 and set an “overweight” rating on the stock in a research report on Monday, April 7th. Truist Financial cut their target price on shares of Charles Schwab from $85.00 to $84.00 and set a “buy” rating on the stock in a report on Monday. Piper Sandler upped their price target on shares of Charles Schwab from $74.00 to $80.00 in a report on Thursday, April 17th. Wells Fargo & Company cut their price target on shares of Charles Schwab from $93.00 to $87.00 and set an “overweight” rating on the stock in a report on Tuesday, April 8th. Finally, Redburn Partners lowered their price objective on shares of Charles Schwab from $70.00 to $68.00 and set a “sell” rating for the company in a research note on Friday, January 17th. Two analysts have rated the stock with a sell rating, four have given a hold rating and twelve have assigned a buy rating to the company. According to MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus price target of $85.78.

Charles Schwab Stock Up 2.2 %

Shares of NYSE:SCHW opened at $76.60 on Tuesday. The stock has a market capitalization of $138.92 billion, a P/E ratio of 25.62, a price-to-earnings-growth ratio of 0.99 and a beta of 0.91. The stock’s 50-day moving average price is $76.91 and its 200-day moving average price is $76.74. 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 has a 12-month low of $61.01 and a 12-month high of $84.50.

Hedge Funds Weigh In On Charles Schwab

Large investors have recently modified their holdings of the stock. Atwood & Palmer Inc. purchased a new position in Charles Schwab in the first quarter worth about $25,000. WFA Asset Management Corp purchased a new position in Charles Schwab in the 1st quarter worth approximately $33,000. Beacon Capital Management LLC raised its holdings in Charles Schwab by 53.1% in the 1st quarter. Beacon Capital Management LLC now owns 487 shares of the financial services provider’s stock worth $38,000 after acquiring an additional 169 shares during the last quarter. Murphy & Mullick Capital Management Corp purchased a new stake in Charles Schwab during the 4th quarter valued at $38,000. Finally, Atala Financial Inc purchased a new stake in Charles Schwab during the 4th quarter valued at $41,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity

In other Charles Schwab news, Director Frank C. Herringer sold 3,592 shares of Charles Schwab stock in a transaction on Monday, April 21st. The stock was sold at an average price of $74.26, for a total transaction of $266,741.92. Following the completion of the transaction, the director now owns 172,162 shares in the company, valued at approximately $12,784,750.12. The trade was a 2.04 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 sale, the director now directly owns 18,617 shares in the company, valued at approximately $1,523,242.94. This represents a 31.47 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 502,030 shares of company stock worth $40,988,118. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 28th. Shareholders of record on Friday, February 14th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Friday, February 14th. This represents a $1.08 annualized dividend and a yield of 1.41%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.25. Charles Schwab’s dividend payout ratio (DPR) is currently 36.12%.

About Charles Schwab

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.