William Blair Estimates Charles Schwab Q1 Earnings

The Charles Schwab Co. (NYSE:SCHW) – Stock analysts at William Blair issued their Q1 2025 earnings per share (EPS) estimates for Charles Schwab in a research report issued on Wednesday, January 22nd. William Blair analyst J. Schmitt expects 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.

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

A number of other research firms also recently weighed in on SCHW. Barclays boosted their target price on Charles Schwab from $95.00 to $96.00 and gave the stock an “overweight” rating in a research report on Wednesday. JPMorgan Chase & Co. boosted their price objective on Charles Schwab from $87.00 to $93.00 and gave the company an “overweight” rating in a research report on Tuesday, January 7th. Cowen boosted their price objective on Charles Schwab from $69.00 to $75.00 and gave the company a “hold” rating in a research report on Tuesday, October 15th. The Goldman Sachs Group boosted their price objective on Charles Schwab from $67.00 to $74.00 and gave the company a “neutral” rating in a research report on Wednesday, October 16th. Finally, Piper Sandler boosted their price objective on Charles Schwab from $65.00 to $70.00 and gave the company a “neutral” rating in a research report on Tuesday, January 7th. Two investment analysts have rated the stock with a sell rating, seven have issued a hold rating and nine have issued a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $83.83.

Charles Schwab Stock Performance

NYSE:SCHW opened at $81.96 on Friday. The business has a 50 day moving average of $77.75 and a 200 day moving average of $70.75. The company has a market capitalization of $145.86 billion, a price-to-earnings ratio of 27.41, a PEG 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.

Insider Transactions at Charles Schwab

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

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Washington Trust Advisors Inc. lifted its holdings in Charles Schwab by 62.6% in the third quarter. Washington Trust Advisors Inc. now owns 387 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 149 shares during the period. Capital Performance Advisors LLP bought a new position in shares of Charles Schwab in the third quarter worth about $25,000. Prospera Private Wealth LLC bought a new position in shares of Charles Schwab in the third quarter worth about $31,000. Future Financial Wealth Managment LLC bought a new position in shares of Charles Schwab in the third quarter worth about $32,000. Finally, Hazlett Burt & Watson Inc. bought a new position in shares of Charles Schwab in the third quarter worth about $33,000. Institutional investors own 84.38% 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.