William Blair Boosts Earnings Estimates for Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) – Research analysts at William Blair boosted their FY2025 earnings per share estimates for shares of Charles Schwab in a research note issued to investors on Friday, October 17th. William Blair analyst J. Schmitt now anticipates that the financial services provider will earn $4.83 per share for the year, up from their previous estimate of $4.66. William Blair has a “Hold” rating on the stock. 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 $1.34 EPS, Q1 2026 earnings at $1.26 EPS, Q2 2026 earnings at $1.33 EPS, Q3 2026 earnings at $1.33 EPS, Q4 2026 earnings at $1.58 EPS, FY2026 earnings at $5.55 EPS, Q1 2027 earnings at $1.50 EPS, Q2 2027 earnings at $1.57 EPS, Q3 2027 earnings at $1.62 EPS and FY2027 earnings at $6.50 EPS.

Several other brokerages also recently issued reports on SCHW. Citigroup increased their price objective on Charles Schwab from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Monday, July 21st. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research note on Wednesday, October 8th. Wells Fargo & Company set a $102.00 price objective on Charles Schwab and gave the stock an “overweight” rating in a research note on Friday, July 18th. Truist Financial upped their target price on Charles Schwab from $112.00 to $113.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Morgan Stanley dropped their target price on Charles Schwab to $130.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $106.00.

Charles Schwab Stock Up 0.8%

Shares of Charles Schwab stock opened at $94.93 on Monday. The stock has a 50-day moving average price of $94.62 and a 200 day moving average price of $89.94. The company has a market cap of $172.32 billion, a P/E ratio of 22.23, a P/E/G ratio of 0.88 and a beta of 0.97. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.47. Charles Schwab has a 1 year low of $65.88 and a 1 year high of $99.59.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Thursday, October 16th. The financial services provider reported $1.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.06. The firm had revenue of $6.14 billion during the quarter, compared to the consensus estimate of $5.93 billion. Charles Schwab had a return on equity of 21.26% and a net margin of 35.93%.The business’s revenue for the quarter was up 26.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.71 EPS.

Institutional Trading of Charles Schwab

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Princeton Global Asset Management LLC acquired a new stake in Charles Schwab in the 2nd quarter valued at approximately $25,000. RMG Wealth Management LLC acquired a new stake in Charles Schwab in the 2nd quarter valued at approximately $27,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Charles Schwab in the 2nd quarter valued at approximately $32,000. Westside Investment Management Inc. grew its holdings in Charles Schwab by 75.0% in the 1st quarter. Westside Investment Management Inc. now owns 350 shares of the financial services provider’s stock valued at $27,000 after buying an additional 150 shares during the last quarter. Finally, Hoese & Co LLP grew its holdings in Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock valued at $32,000 after buying an additional 200 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other news, General Counsel Peter J. Morgan III sold 50,016 shares of the stock in a transaction dated Wednesday, August 27th. The stock was sold at an average price of $97.00, for a total transaction of $4,851,552.00. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, insider Paul V. Woolway sold 3,290 shares of the stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $96.06, for a total value of $316,037.40. Following the transaction, the insider directly owned 41,188 shares in the company, valued at approximately $3,956,519.28. This represents a 7.40% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 267,128 shares of company stock worth $26,232,077 in the last 90 days. Company insiders own 6.30% of the company’s stock.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Friday, August 8th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Friday, August 8th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.1%. Charles Schwab’s dividend payout ratio is currently 25.29%.

Charles Schwab announced that its board has initiated a share buyback plan on Thursday, July 24th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the financial services provider to reacquire up to 11.6% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

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.