William Blair Weighs in on Charles Schwab Q1 Earnings

The Charles Schwab Co. (NYSE:SCHW) – Research analysts at William Blair issued their Q1 2025 earnings per share (EPS) estimates for Charles Schwab in a report issued on Wednesday, January 22nd. William Blair analyst J. Schmitt anticipates that the financial services provider will post earnings of $1.01 per share 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.

Other analysts have also issued reports about the company. Barclays raised their target price on Charles Schwab from $95.00 to $96.00 and gave the company an “overweight” rating in a research note on Wednesday. Bank of America lowered their price objective on shares of Charles Schwab from $63.00 to $61.00 and set an “underperform” rating for the company in a research report on Wednesday, October 16th. Morgan Stanley upped their target price on shares of Charles Schwab from $74.00 to $84.00 and gave the stock an “equal weight” rating in a research report on Friday, January 17th. Keefe, Bruyette & Woods raised their price target on shares of Charles Schwab from $81.00 to $93.00 and gave the company an “outperform” rating in a report on Friday, December 20th. Finally, Citigroup upped their price objective on Charles Schwab from $80.00 to $85.00 and gave the stock a “neutral” rating in a report on Wednesday. Two investment 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 MarketBeat, the company has an average rating of “Hold” and a consensus price target of $83.83.

Charles Schwab Stock Down 0.5 %

NYSE SCHW opened at $81.67 on Friday. The stock’s 50 day simple moving average is $77.81 and its 200 day simple moving average is $70.88. The company has a debt-to-equity ratio of 0.59, a current ratio of 0.47 and a quick ratio of 0.47. Charles Schwab has a one year low of $61.01 and a one year high of $83.35. The firm has a market cap of $145.34 billion, a PE ratio of 27.31, a price-to-earnings-growth ratio of 1.46 and a beta of 0.99.

Charles Schwab (NYSE:SCHW) last released its earnings results on Tuesday, January 21st. The financial services provider reported $1.01 earnings per share for the quarter, topping analysts’ consensus estimates of $0.90 by $0.11. The business had revenue of $5.33 billion for the quarter, compared to the consensus estimate of $5,190,822.51 billion. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. The firm’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same period last year, the business earned $0.68 earnings per share.

Insider Buying and Selling

In other Charles Schwab news, Director Christopher V. Dodds sold 9,284 shares of the firm’s stock in a transaction that occurred on Monday, November 18th. The shares were sold at an average price of $81.43, for a total transaction of $755,996.12. Following the sale, the director now directly owns 442,807 shares in the company, valued at approximately $36,057,774.01. This trade represents a 2.05 % decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, 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 completion of the transaction, the insider now directly owns 18,069 shares in the company, valued at approximately $1,391,674.38. The trade was a 12.15 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 41,466 shares of company stock valued at $3,352,884 in the last 90 days. 6.60% of the stock is owned by insiders.

Institutional Investors Weigh In On Charles Schwab

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Merit Financial Group LLC boosted its position in Charles Schwab by 230.1% during the 4th quarter. Merit Financial Group LLC now owns 33,546 shares of the financial services provider’s stock worth $2,483,000 after acquiring an additional 23,383 shares during the last quarter. Benjamin Edwards Inc. boosted its holdings in Charles Schwab by 2,840.7% during the third quarter. Benjamin Edwards Inc. now owns 6,146 shares of the financial services provider’s stock worth $398,000 after purchasing an additional 5,937 shares during the last quarter. Synovus Financial Corp grew its position in Charles Schwab by 46.0% in the third quarter. Synovus Financial Corp now owns 67,889 shares of the financial services provider’s stock valued at $4,400,000 after purchasing an additional 21,377 shares in the last quarter. Patten & Patten Inc. TN grew its position in Charles Schwab by 155.9% in the third quarter. Patten & Patten Inc. TN now owns 104,168 shares of the financial services provider’s stock valued at $6,751,000 after purchasing an additional 63,463 shares in the last quarter. Finally, Equity Investment Corp increased its stake in Charles Schwab by 9.4% in the 3rd quarter. Equity Investment Corp now owns 1,640,157 shares of the financial services provider’s stock valued at $106,299,000 after buying an additional 140,643 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

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.