Brokers Issue Forecasts for Charles Schwab FY2027 Earnings

The Charles Schwab Corporation (NYSE:SCHW) – Stock analysts at Erste Group Bank decreased their FY2027 earnings estimates for shares of Charles Schwab in a research report issued to clients and investors on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now forecasts that the financial services provider will earn $6.82 per share for the year, down from their previous estimate of $6.85. The consensus estimate for Charles Schwab’s current full-year earnings is $4.22 per share.

Several other analysts have also recently issued reports on the stock. Citizens Jmp upped their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Barclays dropped their price objective on shares of Charles Schwab from $126.00 to $117.00 and set an “overweight” rating for the company in a research note on Wednesday. Truist Financial dropped their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Bank of America upped their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.15.

Charles Schwab Stock Up 3.6%

Shares of NYSE SCHW opened at $96.72 on Wednesday. Charles Schwab has a 12-month low of $67.60 and a 12-month high of $107.50. The stock has a market cap of $168.11 billion, a PE ratio of 20.76, a P/E/G ratio of 0.78 and a beta of 0.90. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The company has a 50-day moving average of $95.92 and a 200 day moving average of $96.30.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the company earned $1.01 EPS. Charles Schwab’s revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a $0.32 dividend. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is currently 27.47%.

Insiders Place Their Bets

In other news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the sale, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This represents a 2.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Paul V. Woolway sold 6,126 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,825,622.26. This trade represents a 17.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Charles Schwab

Hedge funds have recently made changes to their positions in the stock. Dogwood Wealth Management LLC boosted its position in shares of Charles Schwab by 99.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank purchased a new position in shares of Charles Schwab during the 4th quarter worth approximately $26,000. GoalVest Advisory LLC purchased a new position in shares of Charles Schwab during the 4th quarter worth approximately $28,000. West Branch Capital LLC purchased a new position in shares of Charles Schwab during the 3rd quarter worth approximately $27,000. Finally, Beacon Financial Strategies CORP purchased a new position in shares of Charles Schwab during the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

More Charles Schwab News

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: New analyst coverage and upgrades: Keefe, Bruyette & Woods started coverage with an “outperform” and $110 target, and an analyst initiation was cited as the reason for a near-4% intraday bump. These actions increase buy-side visibility and signal conviction in Schwab’s growth cadence. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Positive Sentiment: Product expansion: Schwab announced a phased rollout of direct spot Bitcoin and Ethereum trading for brokerage clients — a strategic revenue and engagement lever that could attract new/younger clients and increase trading flows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Price-target adjustments but continued positive ratings: UBS trimmed its PT to $119 (still a “buy”) and Barclays trimmed to $117 (still “overweight”) — both imply meaningful upside despite the cuts, so they temper but don’t reverse the buy-side narrative. Benzinga
• Neutral Sentiment: Mixed analyst views: Truist has reiterated a $122 target highlighting revenue drivers, while Erste slightly trimmed FY2027 EPS estimates — small forecast tweaks that are unlikely to materially change the long-term thesis. Here’s What Truist Thinks About Charles Schwab
• Negative Sentiment: Legal/operational headwinds: A FINRA arbitrator awarded consumer damages related to Electronic Funds Transfer Act violations — a near-term reputational and potential cost risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Strategic/real-estate pullback: Coverage notes Schwab is exiting a downtown Portland office, which highlights isolated operational adjustments and potential one-time costs or local PR issues. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag
• Negative Sentiment: Bearish research: Jefferies published a pessimistic forecast for SCHW, adding downside risk if their macro/asset-growth concerns materialize. Jefferies Financial Group Issues Pessimistic Forecast for Charles Schwab

About Charles Schwab

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.