William Blair Estimates Charles Schwab Q1 Earnings

The Charles Schwab Co. (NYSE:SCHW) – Equities research analysts at William Blair issued their Q1 2025 EPS estimates for shares of Charles Schwab in a report issued on Wednesday, January 22nd. William Blair analyst J. Schmitt forecasts that the financial services provider will post earnings per share of $1.01 for the quarter. The consensus estimate for Charles Schwab’s current full-year earnings is $4.09 per share. William Blair also issued estimates for Charles Schwab’s Q2 2025 earnings at $0.98 EPS, Q3 2025 earnings at $1.03 EPS, Q4 2025 earnings at $1.13 EPS, Q1 2026 earnings at $1.22 EPS, Q2 2026 earnings at $1.22 EPS, Q3 2026 earnings at $1.26 EPS and Q4 2026 earnings at $1.39 EPS.

SCHW has been the subject of a number of other research reports. Jefferies Financial Group boosted their price objective on Charles Schwab from $84.00 to $94.00 and gave the stock a “buy” rating in a report on Monday, December 9th. JPMorgan Chase & Co. lifted their price objective on shares of Charles Schwab from $87.00 to $93.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 7th. Redburn Partners decreased their target price on shares of Charles Schwab from $70.00 to $68.00 and set a “sell” rating on the stock in a research report on Friday, January 17th. Deutsche Bank Aktiengesellschaft upped their target price on Charles Schwab from $98.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Bank of America decreased their price objective on shares of Charles Schwab from $63.00 to $61.00 and set an “underperform” rating on the stock in a research note on Wednesday, October 16th. Two research analysts have rated the stock with a sell rating, seven have assigned a hold rating and nine have given a buy rating to the company’s stock. According to data from MarketBeat, Charles Schwab has an average rating of “Hold” and a consensus target price of $83.83.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $81.67 on Friday. The company has a market capitalization of $145.34 billion, a price-to-earnings ratio of 27.31, a PEG ratio of 1.46 and a beta of 0.99. The company has a debt-to-equity ratio of 0.59, a quick ratio of 0.47 and a current ratio of 0.47. Charles Schwab has a 52 week low of $61.01 and a 52 week high of $83.35. The company has a 50-day simple moving average of $77.81 and a 200 day simple moving average of $70.88.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Tuesday, January 21st. The financial services provider reported $1.01 earnings per share (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 firm had revenue of $5.33 billion for the quarter, compared to analyst estimates of $5,190,822.51 billion. During the same quarter in the prior year, the company earned $0.68 earnings per share. The business’s revenue for the quarter was up 19.5% compared to the same quarter last year.

Institutional Investors Weigh In On Charles Schwab

Hedge funds have recently made changes to their positions in the business. State Street Corp increased its holdings in Charles Schwab by 0.7% during the 3rd quarter. State Street Corp now owns 62,076,447 shares of the financial services provider’s stock worth $4,023,175,000 after acquiring an additional 414,949 shares during the period. Geode Capital Management LLC raised its holdings in shares of Charles Schwab by 1.5% during the 3rd quarter. Geode Capital Management LLC now owns 30,141,441 shares of the financial services provider’s stock valued at $1,945,614,000 after buying an additional 445,304 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its position in Charles Schwab by 6.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 28,679,305 shares of the financial services provider’s stock worth $1,858,706,000 after buying an additional 1,711,312 shares during the last quarter. Franklin Resources Inc. grew its position in Charles Schwab by 15.0% during the third quarter. Franklin Resources Inc. now owns 24,261,234 shares of the financial services provider’s stock valued at $1,644,674,000 after acquiring an additional 3,157,923 shares during the last quarter. Finally, Fisher Asset Management LLC grew its position in Charles Schwab by 2.5% during the third quarter. Fisher Asset Management LLC now owns 20,189,558 shares of the financial services provider’s stock valued at $1,308,485,000 after acquiring an additional 493,264 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors.

Insider Activity

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,500 shares of Charles Schwab stock in a transaction that occurred on Monday, November 11th. The shares were sold at an average price of $77.02, for a total transaction of $192,550.00. Following the transaction, the insider now owns 18,069 shares of the company’s stock, valued at $1,391,674.38. This trade represents a 12.15 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 value of $1,181,690.10. The disclosure for this sale can be found here. Insiders sold a total of 41,466 shares of company stock worth $3,352,884 over the last quarter. 6.60% of the stock is currently owned by corporate insiders.

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.