Q3 EPS Estimates for Charles Schwab Lowered by William Blair

The Charles Schwab Co. (NYSE:SCHW) – Analysts at William Blair lowered their Q3 2025 earnings per share estimates for Charles Schwab in a research report issued to clients and investors on Monday, April 14th. William Blair analyst J. Schmitt now expects that the financial services provider will earn $1.02 per share for the quarter, down from their prior estimate of $1.03. The consensus estimate for Charles Schwab’s current full-year earnings is $4.22 per share. William Blair also issued estimates for Charles Schwab’s Q4 2025 earnings at $1.08 EPS.

SCHW has been the subject of several other reports. UBS Group boosted their price objective on shares of Charles Schwab from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Monday, January 27th. Redburn Partners dropped their price objective on Charles Schwab from $70.00 to $68.00 and set a “sell” rating on the stock in a research note on Friday, January 17th. TD Cowen raised Charles Schwab from a “hold” rating to a “buy” rating and lifted their target price for the company from $88.00 to $103.00 in a research report on Tuesday, February 18th. Barclays cut their price target on Charles Schwab from $96.00 to $84.00 and set an “overweight” rating on the stock in a research note on Monday, April 7th. Finally, Citigroup upgraded Charles Schwab from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $85.00 to $102.00 in a report on Wednesday, April 2nd. Two analysts have rated the stock with a sell rating, four have assigned a hold rating and twelve have assigned a buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $85.33.

Charles Schwab Trading Up 0.3 %

NYSE SCHW opened at $77.15 on Wednesday. The stock has a market cap of $139.92 billion, a PE ratio of 25.80, a PEG ratio of 0.99 and a beta of 0.91. Charles Schwab has a 12 month low of $61.01 and a 12 month high of $84.50. The company’s 50-day moving average price is $77.54 and its 200-day moving average price is $76.32. 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 (NYSE:SCHW) last announced its quarterly earnings data on Tuesday, January 21st. The financial services provider reported $1.01 EPS for the quarter, beating the consensus estimate of $0.90 by $0.11. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The company had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5.19 billion. During the same quarter in the prior year, the company posted $0.68 EPS. Charles Schwab’s quarterly revenue was up 19.5% on a year-over-year basis.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 14th were given a $0.27 dividend. This is a boost from Charles Schwab’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Friday, February 14th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.40%. Charles Schwab’s dividend payout ratio (DPR) is presently 36.12%.

Insider Transactions at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 464,629 shares of the stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $81.91, for a total value of $38,057,761.39. Following the completion of the transaction, the chairman now directly owns 827,377 shares of the company’s stock, valued at $67,770,450.07. This trade represents a 35.96 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Peter J. Morgan III sold 14,643 shares of the company’s stock in a transaction that occurred on Wednesday, January 22nd. The shares were sold at an average price of $80.70, for a total transaction of $1,181,690.10. The disclosure for this sale can be found here. Insiders sold 513,081 shares of company stock valued at $41,903,066 in the last quarter. 6.60% of the stock is currently owned by corporate insiders.

Institutional Trading of Charles Schwab

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Mogy Joel R Investment Counsel Inc. increased its holdings in shares of Charles Schwab by 3.7% in the first quarter. Mogy Joel R Investment Counsel Inc. now owns 6,897 shares of the financial services provider’s stock valued at $540,000 after purchasing an additional 245 shares during the period. Allen Mooney & Barnes Investment Advisors LLC increased its holdings in Charles Schwab by 2.2% in the 1st quarter. Allen Mooney & Barnes Investment Advisors LLC now owns 183,489 shares of the financial services provider’s stock worth $14,363,000 after buying an additional 3,959 shares during the period. Spectrum Asset Management Inc. NB CA raised its position in Charles Schwab by 1.1% during the 1st quarter. Spectrum Asset Management Inc. NB CA now owns 66,378 shares of the financial services provider’s stock worth $5,196,000 after buying an additional 747 shares during the last quarter. Ferguson Wellman Capital Management Inc. lifted its stake in Charles Schwab by 107.8% during the 1st quarter. Ferguson Wellman Capital Management Inc. now owns 6,059 shares of the financial services provider’s stock valued at $474,000 after acquiring an additional 3,143 shares during the period. Finally, Simon Quick Advisors LLC boosted its holdings in shares of Charles Schwab by 19.0% in the 1st quarter. Simon Quick Advisors LLC now owns 10,342 shares of the financial services provider’s stock valued at $810,000 after acquiring an additional 1,654 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

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.