Charles Schwab (SCHW) Expected to Announce Earnings on Thursday

Charles Schwab (NYSE:SCHW) is expected to post its Q3 2025 results before the market opens on Thursday, October 16th. Analysts expect Charles Schwab to post earnings of $1.21 per share and revenue of $5.9331 billion for the quarter. Investors are encouraged to explore the company’s upcoming Q3 2025 earningoverview page for the latest details on the call scheduled for Tuesday, October 14, 2025 at 9:30 AM ET.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Friday, July 18th. The financial services provider reported $1.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.04. Charles Schwab had a return on equity of 19.30% and a net margin of 33.68%.The firm had revenue of $5.85 billion during the quarter, compared to analysts’ expectations of $5.64 billion. During the same period last year, the business posted $0.73 earnings per share. The company’s revenue for the quarter was up 24.8% compared to the same quarter last year. On average, analysts expect Charles Schwab to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Charles Schwab Trading Down 0.2%

Charles Schwab stock opened at $93.82 on Thursday. Charles Schwab has a 52 week low of $64.97 and a 52 week high of $99.59. The stock has a 50-day moving average price of $95.11 and a 200 day moving average price of $88.89. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.47. The company has a market capitalization of $170.30 billion, a price-to-earnings ratio of 25.22, a price-to-earnings-growth ratio of 0.91 and a beta of 0.97.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Friday, August 8th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, August 8th. Charles Schwab’s dividend payout ratio is 29.03%.

Charles Schwab announced that its board has approved a stock repurchase plan on Thursday, July 24th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the financial services provider to repurchase up to 11.6% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on SCHW shares. Piper Sandler boosted their price objective on Charles Schwab from $80.00 to $92.00 and gave the company a “neutral” rating in a report on Tuesday, July 15th. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a report on Wednesday. Zacks Research cut shares of Charles Schwab from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, September 17th. Truist Financial set a $112.00 target price on shares of Charles Schwab in a research note on Thursday, October 2nd. Finally, JMP Securities raised their price target on shares of Charles Schwab from $106.00 to $110.00 and gave the company a “market outperform” rating in a research report on Monday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $100.57.

Insider Buying and Selling at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 173,876 shares of the company’s stock in a transaction dated Tuesday, July 29th. The shares were sold at an average price of $98.84, for a total transaction of $17,185,903.84. Following the completion of the sale, the chairman owned 590,734 shares of the company’s stock, valued at approximately $58,388,148.56. This represents a 22.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Paul V. Woolway sold 3,205 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $93.33, for a total value of $299,122.65. Following the completion of the sale, the insider owned 34,778 shares of the company’s stock, valued at $3,245,830.74. This trade represents a 8.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 267,128 shares of company stock valued at $26,232,077. 6.30% of the stock is owned by company insiders.

Hedge Funds Weigh In On Charles Schwab

Large investors have recently made changes to their positions in the stock. Corient Private Wealth LLC grew its holdings in shares of Charles Schwab by 83.0% during the second quarter. Corient Private Wealth LLC now owns 1,477,391 shares of the financial services provider’s stock valued at $134,840,000 after buying an additional 670,087 shares in the last quarter. Park Presidio Capital LLC boosted its position in Charles Schwab by 166.2% during the 2nd quarter. Park Presidio Capital LLC now owns 968,852 shares of the financial services provider’s stock worth $88,398,000 after acquiring an additional 604,887 shares during the period. Teewinot Capital Advisers L.L.C. grew its stake in Charles Schwab by 894.9% during the 2nd quarter. Teewinot Capital Advisers L.L.C. now owns 447,027 shares of the financial services provider’s stock valued at $40,787,000 after acquiring an additional 402,093 shares in the last quarter. Worldquant Millennium Advisors LLC increased its holdings in shares of Charles Schwab by 222.7% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 421,102 shares of the financial services provider’s stock valued at $38,421,000 after purchasing an additional 290,595 shares during the period. Finally, Vident Advisory LLC lifted its position in shares of Charles Schwab by 461.0% in the second quarter. Vident Advisory LLC now owns 323,063 shares of the financial services provider’s stock worth $29,476,000 after purchasing an additional 265,475 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

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.