Q3 2025 EPS Estimates for The Charles Schwab Co. (NYSE:SCHW) Lowered by Analyst

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Equities researchers at Zacks Research cut their Q3 2025 earnings per share (EPS) estimates for shares of Charles Schwab in a report issued on Monday, May 6th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $1.10 per share for the quarter, down from their previous forecast of $1.11. The consensus estimate for Charles Schwab's current full-year earnings is $3.42 per share.

A number of other analysts also recently commented on the company. JPMorgan Chase & Co. raised their price objective on Charles Schwab from $86.00 to $89.00 and gave the stock an "overweight" rating in a research report on Tuesday, April 16th. Piper Sandler increased their price objective on shares of Charles Schwab from $75.00 to $78.00 and gave the company an "overweight" rating in a research note on Friday, April 12th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Charles Schwab from $75.00 to $77.00 and gave the company a "buy" rating in a research report on Tuesday, March 19th. Citigroup increased their price target on shares of Charles Schwab from $70.00 to $75.00 and gave the stock a "neutral" rating in a research report on Thursday, April 11th. Finally, Raymond James decreased their price objective on Charles Schwab from $78.00 to $75.00 and set an "outperform" rating on the stock in a report on Thursday, January 18th. Two research analysts have rated the stock with a sell rating, six have assigned a hold rating and seven have issued a buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $74.47.


View Our Latest Stock Analysis on Charles Schwab

Charles Schwab Stock Performance

Shares of NYSE SCHW traded up $0.85 during mid-day trading on Wednesday, hitting $76.40. The company had a trading volume of 5,189,835 shares, compared to its average volume of 7,574,732. Charles Schwab has a 12 month low of $46.55 and a 12 month high of $77.05. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.43 and a quick ratio of 0.43. The firm has a market cap of $135.68 billion, a P/E ratio of 31.96, a PEG ratio of 1.11 and a beta of 0.98. The business's 50-day simple moving average is $71.20 and its 200-day simple moving average is $65.15.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its earnings results on Monday, April 15th. The financial services provider reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm had revenue of $4.74 billion during the quarter, compared to analysts' expectations of $4.71 billion. Charles Schwab had a net margin of 26.14% and a return on equity of 19.86%.

Institutional Trading of Charles Schwab

Several institutional investors and hedge funds have recently made changes to their positions in SCHW. Nelson Capital Management LLC lifted its stake in Charles Schwab by 0.4% in the first quarter. Nelson Capital Management LLC now owns 37,726 shares of the financial services provider's stock valued at $2,729,000 after buying an additional 141 shares during the period. Abbrea Capital LLC raised its position in shares of Charles Schwab by 2.5% in the 1st quarter. Abbrea Capital LLC now owns 5,777 shares of the financial services provider's stock valued at $418,000 after acquiring an additional 142 shares during the period. Sweet Financial Partners LLC boosted its stake in Charles Schwab by 3.5% during the 1st quarter. Sweet Financial Partners LLC now owns 4,430 shares of the financial services provider's stock worth $320,000 after acquiring an additional 150 shares during the last quarter. Ironwood Financial llc grew its holdings in Charles Schwab by 1.6% during the first quarter. Ironwood Financial llc now owns 10,186 shares of the financial services provider's stock valued at $737,000 after purchasing an additional 160 shares during the period. Finally, Courier Capital LLC lifted its holdings in Charles Schwab by 0.4% during the fourth quarter. Courier Capital LLC now owns 45,539 shares of the financial services provider's stock worth $3,133,000 after acquiring an additional 161 shares in the last quarter. Institutional investors own 84.38% of the company's stock.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Chairman Charles R. Schwab sold 58,500 shares of the stock in a transaction on Thursday, February 22nd. The stock was sold at an average price of $64.60, for a total value of $3,779,100.00. Following the transaction, the chairman now directly owns 61,192,538 shares in the company, valued at approximately $3,953,037,954.80. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. In other news, General Counsel Peter J. Morgan III sold 24,520 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 16th. The shares were sold at an average price of $72.23, for a total transaction of $1,771,079.60. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman Charles R. Schwab sold 58,500 shares of the stock in a transaction that occurred on Thursday, February 22nd. The shares were sold at an average price of $64.60, for a total transaction of $3,779,100.00. Following the completion of the transaction, the chairman now owns 61,192,538 shares in the company, valued at $3,953,037,954.80. The disclosure for this sale can be found here. Over the last three months, insiders have sold 659,587 shares of company stock worth $47,399,731. Corporate insiders own 6.60% of the company's stock.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 24th. Shareholders of record on Friday, May 10th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.31%. The ex-dividend date is Thursday, May 9th. Charles Schwab's dividend payout ratio is presently 41.84%.

Charles Schwab Company Profile

(Get Free Report)

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.

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Earnings History and Estimates for Charles Schwab (NYSE:SCHW)

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