Brokers Set Expectations for Charles Schwab FY2025 Earnings

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Zacks Research raised their FY2025 earnings estimates for shares of Charles Schwab in a research note issued on Thursday, May 8th. Zacks Research analyst R. Department now expects that the financial services provider will post earnings of $4.16 per share for the year, up from their previous forecast of $4.12. 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 $1.09 EPS, Q2 2026 earnings at $1.21 EPS and FY2027 earnings at $5.67 EPS.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its quarterly earnings results on Thursday, April 17th. The financial services provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. Charles Schwab had a net margin of 30.31% and a return on equity of 18.20%. The firm had revenue of $5.60 billion for the quarter, compared to analysts' expectations of $5.46 billion. During the same quarter last year, the company earned $0.74 EPS.

A number of other equities research analysts have also recently issued reports on SCHW. Morgan Stanley lifted their price target on shares of Charles Schwab from $76.00 to $83.00 and gave the company an "overweight" rating in a research note on Tuesday. JMP Securities reaffirmed a "market outperform" rating and set a $94.00 target price on shares of Charles Schwab in a research note on Monday, April 21st. Piper Sandler lifted their target price on shares of Charles Schwab from $74.00 to $80.00 in a research note on Thursday, April 17th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Charles Schwab from $98.00 to $105.00 and gave the stock a "buy" rating in a research note on Wednesday, January 22nd. Finally, JPMorgan Chase & Co. lifted their target price on shares of Charles Schwab from $92.00 to $95.00 and gave the stock an "overweight" rating in a research note on Monday, April 21st. Two investment analysts have rated the stock with a sell rating, three have issued a hold rating and thirteen have given a buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $87.61.

Charles Schwab Price Performance

Charles Schwab stock traded up $0.84 during trading on Monday, reaching $86.21. The company had a trading volume of 9,563,966 shares, compared to its average volume of 9,429,484. The firm's 50-day simple moving average is $77.64 and its 200 day simple moving average is $78.02. Charles Schwab has a 1-year low of $61.01 and a 1-year high of $87.00. The firm has a market capitalization of $156.35 billion, a PE ratio of 28.83, a price-to-earnings-growth ratio of 0.99 and a beta of 0.90. The company has a debt-to-equity ratio of 0.59, a quick ratio of 0.47 and a current ratio of 0.47.

Hedge Funds Weigh In On Charles Schwab

A number of institutional investors and hedge funds have recently made changes to their positions in SCHW. Merit Financial Group LLC boosted its holdings in Charles Schwab by 230.1% in the fourth quarter. Merit Financial Group LLC now owns 33,546 shares of the financial services provider's stock valued at $2,483,000 after purchasing an additional 23,383 shares in the last quarter. Oregon Pacific Wealth Management LLC acquired a new position in Charles Schwab in the fourth quarter valued at approximately $688,000. Cary Street Partners Financial LLC acquired a new position in Charles Schwab in the fourth quarter valued at approximately $1,455,000. Golden State Equity Partners boosted its holdings in Charles Schwab by 293.9% in the fourth quarter. Golden State Equity Partners now owns 12,207 shares of the financial services provider's stock valued at $903,000 after purchasing an additional 9,108 shares in the last quarter. Finally, Asset Management One Co. Ltd. boosted its holdings in shares of Charles Schwab by 7.3% in the fourth quarter. Asset Management One Co. Ltd. now owns 637,957 shares of the financial services provider's stock valued at $47,674,000 after acquiring an additional 43,308 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 464,629 shares of the business's stock in a transaction dated Wednesday, February 12th. The shares were sold at an average price of $81.91, for a total transaction of $38,057,761.39. Following the sale, the chairman now directly owns 827,377 shares in the company, valued at $67,770,450.07. This represents a 35.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Paul V. Woolway sold 3,380 shares of the business's stock in a transaction dated Monday, March 3rd. The stock was sold at an average price of $79.32, for a total transaction of $268,101.60. Following the sale, the insider now owns 57,818 shares in the company, valued at $4,586,123.76. This trade represents a 5.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 503,041 shares of company stock worth $41,072,558. Company insiders own 6.30% of the company's stock.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 23rd. Investors of record on Friday, May 9th will be issued a $0.27 dividend. The ex-dividend date is Friday, May 9th. This represents a $1.08 annualized dividend and a yield of 1.25%. Charles Schwab's dividend payout ratio (DPR) is currently 32.73%.

Charles Schwab Company Profile

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.