Charles Schwab FY2025 EPS Estimate Lifted by Zacks Research

The Charles Schwab Corporation (NYSE:SCHW) – Research analysts at Zacks Research increased their FY2025 EPS estimates for shares of Charles Schwab in a research note issued on Thursday, November 6th. Zacks Research analyst Team now anticipates that the financial services provider will earn $4.71 per share for the year, up from their previous estimate of $4.57. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Charles Schwab’s current full-year earnings is $4.22 per share. Zacks Research also issued estimates for Charles Schwab’s Q1 2026 earnings at $1.24 EPS, Q2 2026 earnings at $1.32 EPS, Q3 2026 earnings at $1.37 EPS, Q4 2026 earnings at $1.49 EPS, Q1 2027 earnings at $1.48 EPS and Q2 2027 earnings at $1.55 EPS.

A number of other equities analysts have also recently commented on the company. JPMorgan Chase & Co. raised their target price on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Piper Sandler reissued a “neutral” rating on shares of Charles Schwab in a research report on Tuesday, October 14th. Truist Financial raised their price objective on shares of Charles Schwab from $112.00 to $113.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Barclays upped their target price on shares of Charles Schwab from $114.00 to $115.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Finally, BMO Capital Markets began coverage on shares of Charles Schwab in a research report on Friday, October 3rd. They issued an “outperform” rating and a $110.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $106.45.

Charles Schwab Trading Up 1.2%

Shares of NYSE SCHW opened at $95.33 on Friday. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.47. The stock has a market capitalization of $173.05 billion, a PE ratio of 22.33, a PEG ratio of 0.85 and a beta of 1.02. Charles Schwab has a twelve month low of $65.88 and a twelve month high of $99.59. The stock has a fifty day simple moving average of $94.03 and a 200-day simple moving average of $91.76.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, October 16th. The financial services provider reported $1.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.25 by $0.06. Charles Schwab had a return on equity of 21.26% and a net margin of 35.93%.The company had revenue of $6.38 billion for the quarter, compared to analyst estimates of $5.93 billion. During the same quarter in the previous year, the company earned $0.71 earnings per share. The firm’s quarterly revenue was up 26.6% compared to the same quarter last year.

Charles Schwab announced that its board has approved a share buyback program on Thursday, July 24th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the financial services provider to reacquire up to 11.6% of its stock through open market purchases. Stock buyback programs are usually 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, November 28th. Stockholders of record on Friday, November 14th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, November 14th. Charles Schwab’s dividend payout ratio (DPR) is presently 25.29%.

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 3,205 shares of Charles Schwab stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $93.33, for a total transaction of $299,122.65. Following the completion of the sale, the insider directly owned 34,778 shares of the company’s stock, valued at $3,245,830.74. The trade was a 8.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Peter J. Morgan III sold 50,016 shares of the company’s stock in a transaction dated Wednesday, August 27th. The stock was sold at an average price of $97.00, for a total value of $4,851,552.00. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 65,866 shares of company stock valued at $6,370,897. Insiders own 6.30% of the company’s stock.

Institutional Investors Weigh In On Charles Schwab

Institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in shares of Charles Schwab by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after buying an additional 403,133 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Charles Schwab by 12.3% in the first quarter. Price T Rowe Associates Inc. MD now owns 82,048,984 shares of the financial services provider’s stock valued at $6,422,795,000 after acquiring an additional 8,954,248 shares during the last quarter. State Street Corp lifted its position in Charles Schwab by 0.7% in the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock valued at $6,611,672,000 after acquiring an additional 531,329 shares during the last quarter. Geode Capital Management LLC boosted its stake in Charles Schwab by 2.9% in the second quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock valued at $3,399,181,000 after acquiring an additional 1,038,376 shares in the last quarter. Finally, Franklin Resources Inc. grew its holdings in shares of Charles Schwab by 2.8% during the second quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock worth $2,740,479,000 after purchasing an additional 815,625 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

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.