William Blair Predicts Charles Schwab Q1 Earnings

The Charles Schwab Corporation (NYSE:SCHW) – Equities researchers at William Blair issued their Q1 2027 earnings estimates for shares of Charles Schwab in a report issued on Thursday, August 14th. William Blair analyst J. Schmitt anticipates that the financial services provider will post earnings per share of $1.34 for the quarter. William Blair has a “Hold” rating on the stock. 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 2027 earnings at $1.45 EPS.

Other equities research analysts have also recently issued reports about the company. JPMorgan Chase & Co. boosted their price objective on Charles Schwab from $92.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, April 21st. Citigroup upped their price objective on shares of Charles Schwab from $105.00 to $110.00 and gave the stock a “buy” rating in a research report on Monday, July 21st. Piper Sandler upped their target price on Charles Schwab from $80.00 to $92.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 15th. Truist Financial increased their price objective on Charles Schwab from $107.00 to $112.00 and gave the company a “buy” rating in a research note on Friday. Finally, Bank of America increased their price objective on Charles Schwab from $83.00 to $84.00 and gave the company an “underperform” rating in a research note on Monday, July 21st. Two analysts have rated the stock with a sell rating, four have issued a hold rating and sixteen have assigned a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $99.60.

Charles Schwab Trading Down 1.8%

Shares of Charles Schwab stock opened at $96.03 on Friday. Charles Schwab has a 52-week low of $61.16 and a 52-week high of $99.59. The stock’s 50-day simple moving average is $93.09 and its 200 day simple moving average is $84.91. The stock has a market capitalization of $174.32 billion, a P/E ratio of 25.81, a P/E/G ratio of 0.92 and a beta of 0.96. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.53 and a current ratio of 0.55.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Friday, July 18th. The financial services provider reported $1.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.04. Charles Schwab had a net margin of 33.68% and a return on equity of 19.30%. The company had revenue of $5.85 billion for the quarter, compared to the consensus estimate of $5.64 billion. During the same period in the previous year, the firm earned $0.73 EPS. The firm’s quarterly revenue was up 24.8% on a year-over-year basis.

Institutional Investors Weigh In On Charles Schwab

Several large investors have recently bought and sold shares of SCHW. Atwood & Palmer Inc. bought a new stake in Charles Schwab in the 1st quarter worth about $25,000. Princeton Global Asset Management LLC bought a new stake in Charles Schwab in the 2nd quarter worth about $25,000. Westside Investment Management Inc. increased its holdings in Charles Schwab by 75.0% in the 1st quarter. Westside Investment Management Inc. now owns 350 shares of the financial services provider’s stock worth $27,000 after buying an additional 150 shares in the last quarter. RMG Wealth Management LLC bought a new stake in Charles Schwab in the 2nd quarter worth about $27,000. Finally, CBIZ Investment Advisory Services LLC increased its holdings in Charles Schwab by 97.9% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 386 shares of the financial services provider’s stock worth $30,000 after buying an additional 191 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 10,129 shares of the firm’s stock in a transaction on Wednesday, June 18th. The stock was sold at an average price of $90.01, for a total transaction of $911,711.29. Following the completion of the transaction, the insider owned 39,154 shares of the company’s stock, valued at approximately $3,524,251.54. This trade represents a 20.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Jonathan M. Craig sold 47,500 shares of the firm’s stock in a transaction on Wednesday, May 21st. The shares were sold at an average price of $88.46, for a total value of $4,201,850.00. The disclosure for this sale can be found here. In the last three months, insiders have sold 308,016 shares of company stock valued at $29,341,433. Company insiders own 6.30% of the company’s stock.

Charles Schwab announced that its board has approved a stock repurchase program on Thursday, July 24th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the financial services provider to purchase up to 11.6% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 22nd. Shareholders of record on Friday, August 8th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Friday, August 8th. This represents a $1.08 annualized dividend and a yield of 1.1%. Charles Schwab’s dividend payout ratio (DPR) is currently 29.03%.

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.