Brokers Issue Forecasts for The Charles Schwab Co.’s Q1 2025 Earnings (NYSE:SCHW)

The Charles Schwab Co. (NYSE:SCHW) – Equities researchers at Zacks Research dropped their Q1 2025 EPS estimates for shares of Charles Schwab in a note issued to investors on Tuesday, September 17th. Zacks Research analyst R. Department now expects that the financial services provider will post earnings of $0.84 per share for the quarter, down from their previous forecast of $0.87. The consensus estimate for Charles Schwab’s current full-year earnings is $3.05 per share. Zacks Research also issued estimates for Charles Schwab’s Q2 2025 earnings at $0.92 EPS, Q3 2025 earnings at $0.98 EPS, Q4 2025 earnings at $1.03 EPS, FY2025 earnings at $3.77 EPS and Q1 2026 earnings at $1.07 EPS.

Other analysts also recently issued research reports about the stock. JPMorgan Chase & Co. decreased their price target on shares of Charles Schwab from $82.00 to $78.00 and set an “overweight” rating for the company in a research report on Wednesday, July 17th. UBS Group reduced their price objective on shares of Charles Schwab from $91.00 to $90.00 and set a “buy” rating on the stock in a research note on Tuesday, July 9th. JMP Securities dropped their target price on shares of Charles Schwab from $85.00 to $82.00 and set a “market outperform” rating for the company in a research report on Tuesday, July 23rd. Deutsche Bank Aktiengesellschaft increased their price target on shares of Charles Schwab from $79.00 to $80.00 and gave the stock a “buy” rating in a research report on Thursday, August 15th. Finally, StockNews.com downgraded Charles Schwab from a “hold” rating to a “sell” rating in a research note on Friday, May 24th. Three investment analysts have rated the stock with a sell rating, seven have issued a hold rating and seven have assigned a buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $73.75.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $64.75 on Thursday. The company has a quick ratio of 0.42, a current ratio of 0.42 and a debt-to-equity ratio of 0.65. Charles Schwab has a fifty-two week low of $48.66 and a fifty-two week high of $79.49. The business has a 50 day moving average price of $64.48 and a two-hundred day moving average price of $69.95. The firm has a market cap of $115.15 billion, a PE ratio of 27.09, a price-to-earnings-growth ratio of 1.19 and a beta of 0.97.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Tuesday, July 16th. The financial services provider reported $0.73 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.01. Charles Schwab had a return on equity of 18.14% and a net margin of 26.30%. The company had revenue of $4.69 billion during the quarter, compared to the consensus estimate of $4.68 billion. During the same period last year, the firm earned $0.75 earnings per share. The company’s revenue was up .7% on a year-over-year basis.

Institutional Trading of Charles Schwab

Several hedge funds have recently added to or reduced their stakes in the business. Country Trust Bank acquired a new position in shares of Charles Schwab during the second quarter valued at $26,000. American Capital Advisory LLC acquired a new stake in Charles Schwab in the second quarter worth about $27,000. Fortitude Family Office LLC grew its position in Charles Schwab by 97.5% in the 2nd quarter. Fortitude Family Office LLC now owns 389 shares of the financial services provider’s stock valued at $29,000 after buying an additional 192 shares in the last quarter. CGC Financial Services LLC acquired a new position in Charles Schwab during the 2nd quarter valued at about $29,000. Finally, Mizuho Securities Co. Ltd. bought a new stake in shares of Charles Schwab during the 2nd quarter worth about $29,000. Institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling

In related news, Director Carolyn Schwab-Pomerantz sold 9,000 shares of the company’s stock in a transaction on Friday, July 19th. The stock was sold at an average price of $61.96, for a total transaction of $557,640.00. Following the completion of the transaction, the director now directly owns 567,057 shares in the company, valued at approximately $35,134,851.72. The sale was disclosed in a document filed with the SEC, which is available through this link. In other news, Chairman Charles R. Schwab sold 67,386 shares of Charles Schwab stock in a transaction that occurred on Wednesday, July 31st. The stock was sold at an average price of $65.11, for a total transaction of $4,387,502.46. Following the sale, the chairman now owns 60,619,371 shares of the company’s stock, valued at $3,946,927,245.81. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Carolyn Schwab-Pomerantz sold 9,000 shares of the stock in a transaction that occurred on Friday, July 19th. The stock was sold at an average price of $61.96, for a total value of $557,640.00. Following the completion of the transaction, the director now directly owns 567,057 shares of the company’s stock, valued at $35,134,851.72. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 90,636 shares of company stock valued at $5,880,654. Insiders own 6.60% of the company’s stock.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 23rd. Stockholders of record on Friday, August 9th were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.54%. The ex-dividend date of this dividend was Friday, August 9th. Charles Schwab’s payout ratio is 41.84%.

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.