William Blair Analysts Boost Earnings Estimates for The Charles Schwab Co. (NYSE:SCHW)

The Charles Schwab Co. (NYSE:SCHW) – Research analysts at William Blair upped their Q2 2025 earnings per share estimates for Charles Schwab in a report released on Tuesday, April 16th. William Blair analyst J. Schmitt now anticipates that the financial services provider will earn $1.00 per share for the quarter, up from their previous forecast of $0.99. The consensus estimate for Charles Schwab’s current full-year earnings is $3.41 per share.

SCHW has been the topic of several other research reports. TD Cowen upped their price objective on Charles Schwab from $87.00 to $92.00 and gave the company a “buy” rating in a research note on Tuesday. StockNews.com upgraded Charles Schwab from a “sell” rating to a “hold” rating in a research report on Friday, March 15th. Bank of America increased their price target on Charles Schwab from $68.00 to $70.00 and gave the stock an “underperform” rating in a research report on Tuesday. JPMorgan Chase & Co. increased their price target on Charles Schwab from $86.00 to $89.00 and gave the stock an “overweight” rating in a research report on Tuesday. Finally, Morgan Stanley increased their price target on Charles Schwab from $65.00 to $71.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 9th. Three research analysts have rated the stock with a sell rating, six have assigned a hold rating and seven have assigned a buy rating to the company’s stock. According to MarketBeat.com, Charles Schwab currently has an average rating of “Hold” and a consensus price target of $74.47.

Charles Schwab Trading Down 0.8 %

Shares of NYSE SCHW opened at $72.50 on Thursday. The stock’s 50 day moving average price is $68.17 and its two-hundred day moving average price is $62.82. Charles Schwab has a 52-week low of $45.65 and a 52-week high of $73.88. The stock has a market capitalization of $128.76 billion, a P/E ratio of 30.33, a PEG ratio of 1.10 and a beta of 1.01. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 0.82.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 17th. The financial services provider reported $0.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.64 by $0.04. Charles Schwab had a return on equity of 19.86% and a net margin of 26.14%. The firm had revenue of $4.46 billion for the quarter, compared to analysts’ expectations of $4.49 billion. During the same quarter in the prior year, the firm posted $1.07 earnings per share. Charles Schwab’s revenue for the quarter was down 18.9% compared to the same quarter last year.

Charles Schwab Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 23rd. Shareholders of record on Friday, February 9th were paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 1.38%. The ex-dividend date of this dividend was Thursday, February 8th. Charles Schwab’s payout ratio is currently 41.84%.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, CFO Peter B. Crawford sold 4,000 shares of the stock in a transaction on Monday, January 22nd. The stock was sold at an average price of $64.49, for a total transaction of $257,960.00. Following the completion of the transaction, the chief financial officer now directly owns 37,611 shares of the company’s stock, valued at approximately $2,425,533.39. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. In other news, insider Jonathan M. Craig sold 4,977 shares of the firm’s stock in a transaction on Thursday, March 21st. The stock was sold at an average price of $70.01, for a total transaction of $348,439.77. Following the completion of the sale, the insider now directly owns 81,446 shares of the company’s stock, valued at approximately $5,702,034.46. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Peter B. Crawford sold 4,000 shares of the firm’s stock in a transaction on Monday, January 22nd. The stock was sold at an average price of $64.49, for a total value of $257,960.00. Following the sale, the chief financial officer now directly owns 37,611 shares of the company’s stock, valued at $2,425,533.39. The disclosure for this sale can be found here. In the last ninety days, insiders sold 216,584 shares of company stock valued at $14,200,769. 6.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Charles Schwab

Several large investors have recently modified their holdings of the stock. Signet Financial Management LLC lifted its holdings in shares of Charles Schwab by 0.3% in the fourth quarter. Signet Financial Management LLC now owns 49,378 shares of the financial services provider’s stock valued at $4,111,000 after purchasing an additional 139 shares in the last quarter. Courier Capital LLC lifted its holdings in shares of Charles Schwab by 0.4% in the fourth quarter. Courier Capital LLC now owns 45,539 shares of the financial services provider’s stock valued at $3,133,000 after purchasing an additional 161 shares in the last quarter. Investment Advisory Services Inc. TX ADV lifted its holdings in shares of Charles Schwab by 0.5% in the fourth quarter. Investment Advisory Services Inc. TX ADV now owns 32,642 shares of the financial services provider’s stock valued at $2,718,000 after purchasing an additional 164 shares in the last quarter. Sugarloaf Wealth Management LLC lifted its holdings in shares of Charles Schwab by 60.0% in the fourth quarter. Sugarloaf Wealth Management LLC now owns 440 shares of the financial services provider’s stock valued at $30,000 after purchasing an additional 165 shares in the last quarter. Finally, Sculati Wealth Management LLC lifted its holdings in shares of Charles Schwab by 0.4% in the fourth quarter. Sculati Wealth Management LLC now owns 42,971 shares of the financial services provider’s stock valued at $2,956,000 after purchasing an additional 165 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

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.