Q2 EPS Estimates for Charles Schwab Cut by Zacks Research

The Charles Schwab Co. (NYSE:SCHW) – Zacks Research cut their Q2 2025 earnings per share estimates for Charles Schwab in a report issued on Tuesday, March 25th. Zacks Research analyst R. Department now expects that the financial services provider will post earnings of $0.98 per share for the quarter, down from their prior forecast of $0.99. 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 Q4 2025 earnings at $1.13 EPS.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Tuesday, January 21st. The financial services provider reported $1.01 earnings per share for the quarter, topping analysts’ consensus estimates of $0.90 by $0.11. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The firm had revenue of $5.33 billion during the quarter, compared to the consensus estimate of $5.19 billion. During the same quarter in the prior year, the firm posted $0.68 EPS. The business’s revenue was up 19.5% on a year-over-year basis.

Other research analysts have also issued research reports about the company. Redburn Partners lowered their price target on Charles Schwab from $70.00 to $68.00 and set a “sell” rating on the stock in a research report on Friday, January 17th. Wells Fargo & Company upgraded shares of Charles Schwab from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $89.00 to $93.00 in a research note on Wednesday, January 22nd. JMP Securities restated a “market outperform” rating and set a $94.00 price objective (up from $84.00) on shares of Charles Schwab in a research note on Monday, December 9th. Truist Financial boosted their price target on Charles Schwab from $90.00 to $91.00 and gave the stock a “buy” rating in a research report on Tuesday, February 11th. Finally, JPMorgan Chase & Co. lifted their target price on Charles Schwab from $87.00 to $93.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 7th. Two research analysts have rated the stock with a sell rating, six have assigned a hold rating and ten have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $86.33.

Charles Schwab Stock Down 0.6 %

Charles Schwab stock opened at $79.63 on Friday. The company has a fifty day simple moving average of $79.52 and a 200 day simple moving average of $75.17. 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 1-year low of $61.01 and a 1-year high of $84.50. The company has a market cap of $144.42 billion, a P/E ratio of 26.63, a price-to-earnings-growth ratio of 0.99 and a beta of 0.98.

Institutional Trading of Charles Schwab

Hedge funds have recently added to or reduced their stakes in the stock. Murphy & Mullick Capital Management Corp bought a new position in shares of Charles Schwab in the 4th quarter valued at $38,000. Atala Financial Inc bought a new position in Charles Schwab in the fourth quarter valued at about $41,000. Knuff & Co LLC boosted its stake in shares of Charles Schwab by 1,309.3% during the fourth quarter. Knuff & Co LLC now owns 606 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 563 shares in the last quarter. Financial Life Planners bought a new stake in shares of Charles Schwab during the fourth quarter worth about $46,000. Finally, Whipplewood Advisors LLC acquired a new position in shares of Charles Schwab in the fourth quarter valued at approximately $46,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity

In other Charles Schwab news, General Counsel Peter J. Morgan III sold 14,643 shares of the business’s stock in a transaction dated Wednesday, January 22nd. The stock was sold at an average price of $80.70, for a total transaction of $1,181,690.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Paul V. Woolway sold 9,887 shares of the firm’s stock in a transaction that occurred on Wednesday, March 5th. The shares were sold at an average price of $75.38, for a total transaction of $745,282.06. Following the completion of the sale, the insider now owns 47,931 shares in the company, valued at approximately $3,613,038.78. The trade was a 17.10 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 509,701 shares of company stock worth $41,641,353. 6.60% of the stock is currently owned by corporate insiders.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 28th. Shareholders of record on Friday, February 14th were issued a $0.27 dividend. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 1.36%. The ex-dividend date was Friday, February 14th. 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.