William Blair Estimates Charles Schwab Q1 Earnings

The Charles Schwab Co. (NYSE:SCHW) – Research analysts at William Blair issued their Q1 2025 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 earn $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.

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

A number of other research analysts have also issued reports on the stock. Truist Financial reiterated a “buy” rating and issued a $90.00 price objective (up previously from $86.00) on shares of Charles Schwab in a report on Wednesday. Wells Fargo & Company raised shares of Charles Schwab from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $89.00 to $93.00 in a research report on Wednesday. Piper Sandler increased their target price on shares of Charles Schwab from $65.00 to $70.00 and gave the company a “neutral” rating in a research report on Tuesday, January 7th. Morgan Stanley increased their target price on shares of Charles Schwab from $74.00 to $84.00 and gave the company an “equal weight” rating in a research report on Friday, January 17th. Finally, StockNews.com raised shares of Charles Schwab from a “sell” rating to a “hold” rating in a research report on Wednesday, October 16th. Two analysts have rated the stock with a sell rating, seven have issued a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $83.83.

Charles Schwab Stock Up 1.7 %

Shares of NYSE SCHW opened at $81.96 on Friday. The company has a 50 day simple moving average of $77.75 and a 200 day simple moving average of $70.75. The firm has a market cap of $145.86 billion, a PE ratio of 27.41, a price-to-earnings-growth ratio of 1.46 and a beta of 0.99. Charles Schwab has a 1 year low of $61.01 and a 1 year high of $83.35. The company has a debt-to-equity ratio of 0.59, a current ratio of 0.47 and a quick ratio of 0.47.

Institutional Investors Weigh In On Charles Schwab

Several large investors have recently added to or reduced their stakes in the company. State Street Corp grew 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 valued at $4,023,175,000 after buying an additional 414,949 shares in the last quarter. Geode Capital Management LLC grew its holdings in 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 grew its holdings in Charles Schwab by 6.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 28,679,305 shares of the financial services provider’s stock valued at $1,858,706,000 after buying an additional 1,711,312 shares in the last quarter. Franklin Resources Inc. grew its holdings in Charles Schwab by 15.0% during the 3rd quarter. Franklin Resources Inc. now owns 24,261,234 shares of the financial services provider’s stock valued at $1,644,674,000 after buying an additional 3,157,923 shares in the last quarter. Finally, Fisher Asset Management LLC grew its holdings in Charles Schwab by 2.5% during the 3rd 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 buying an additional 493,264 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,300 shares of Charles Schwab stock in a transaction on Monday, November 25th. The stock was sold at an average price of $82.01, for a total transaction of $188,623.00. Following the sale, the insider now directly owns 18,069 shares in the company, valued at $1,481,838.69. The trade was a 11.29 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Nigel J. Murtagh sold 12,739 shares of Charles Schwab stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $81.17, for a total value of $1,034,024.63. Following the completion of the sale, the insider now directly owns 59,092 shares of the company’s stock, valued at approximately $4,796,497.64. This trade represents a 17.73 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 26,823 shares of company stock worth $2,171,194 in the last ninety days. Company insiders own 6.60% 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.