Charles Schwab (NYSE:SCHW) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Charles Schwab (NYSE:SCHW) released its quarterly earnings results on Thursday. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04, Briefing.com reports. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. During the same quarter last year, the company earned $1.04 earnings per share. The firm’s revenue was up 15.8% compared to the same quarter last year.

Charles Schwab Stock Up 2.0%

SCHW stock opened at $100.33 on Thursday. The firm’s 50-day moving average is $95.27 and its two-hundred day moving average is $96.42. The company has a market capitalization of $174.38 billion, a price-to-earnings ratio of 21.53, a price-to-earnings-growth ratio of 0.81 and a beta of 0.90. Charles Schwab has a 52 week low of $73.76 and a 52 week high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were given a dividend of $0.32 per share. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. Charles Schwab’s payout ratio is presently 27.47%.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of analyst reports. UBS Group reduced their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Citizens Jmp lifted their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Finally, Jefferies Financial Group decreased their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus price target of $114.50.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Q1 beat on top and bottom lines: Schwab reported higher-than-expected EPS and revenue and said client engagement drove record results, including $140 billion of core net new assets in the quarter — a clear near-term driver for fee income and deposit growth. Client Growth & Engagement Drive Record Schwab 1Q Results
• Positive Sentiment: Schwab sees a large AI-driven investment surge opportunity that could steer client flows into new product offerings and thematic allocations — a potential multi-year growth vector if clients allocate material assets. Schwab spots a massive investment surge hiding in AI
• Neutral Sentiment: Insider selling disclosed: Nigel Murtagh sold ~41k shares under a pre-arranged Rule 10b5‑1 plan — notable for disclosure but not an unusual planned sale. Nigel Murtagh Sells 41,297 Shares of Charles Schwab (NYSE:SCHW) Stock
• Neutral Sentiment: Analyst prep and coverage: Wall Street had raised estimates into the print and Benzinga/others flagged consensus expectations heading into the report — helpful context but already priced partially into shares. Charles Schwab Gears Up For Q1 Print
• Negative Sentiment: Options market positioning: Elevated put buying ahead of the report suggests traders were hedging for a downside move, which can increase volatility and pressure shares if sentiment shifts. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW)
• Negative Sentiment: Persistent investor concerns around AI-related disruption and competitive pressures remain a headline risk; management clarity on strategy and margins will be watched closely. Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?

Insiders Place Their Bets

In related news, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director owned 449,406 shares in the company, valued at $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the sale, the insider directly owned 10,470 shares in the company, valued at approximately $994,859.40. The trade was a 72.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 454,865 shares of company stock valued at $46,523,441. 6.30% of the stock is currently owned by insiders.

Institutional Trading of Charles Schwab

Several institutional investors have recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares in the last quarter. Pinnacle Financial Partners Inc. boosted its holdings in Charles Schwab by 10.7% during the third quarter. Pinnacle Financial Partners Inc. now owns 95,607 shares of the financial services provider’s stock worth $9,128,000 after buying an additional 9,244 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after buying an additional 809 shares in the last quarter. Consilio Wealth Advisors LLC acquired a new position in Charles Schwab in the fourth quarter worth approximately $201,000. Finally, Rexford Capital Inc. grew its position in Charles Schwab by 13.8% in the fourth quarter. Rexford Capital Inc. now owns 1,651 shares of the financial services provider’s stock worth $165,000 after buying an additional 200 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Company Profile

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.