Brokers Set Expectations for Charles Schwab FY2025 Earnings

The Charles Schwab Co. (NYSE:SCHW) – Stock analysts at William Blair raised their FY2025 earnings per share (EPS) estimates for Charles Schwab in a report issued on Wednesday, January 22nd. William Blair analyst J. Schmitt now anticipates that the financial services provider will post earnings of $4.15 per share for the year, up from their prior forecast of $3.90. The consensus estimate for Charles Schwab’s current full-year earnings is $4.04 per share. William Blair also issued estimates for Charles Schwab’s FY2026 earnings at $5.10 EPS.

Several other brokerages have also issued reports on SCHW. Raymond James decreased their price objective on Charles Schwab from $76.00 to $73.00 in a research report on Tuesday, October 15th. Redburn Partners cut their price objective on Charles Schwab from $70.00 to $68.00 and set a “sell” rating for the company in a report on Friday, January 17th. Barclays increased their price target on Charles Schwab from $95.00 to $96.00 and gave the company an “overweight” rating in a research note on Wednesday. StockNews.com raised Charles Schwab from a “sell” rating to a “hold” rating in a report on Wednesday, October 16th. Finally, Wells Fargo & Company raised Charles Schwab from an “equal weight” rating to an “overweight” rating and lifted their price objective for the company from $89.00 to $93.00 in a report on Wednesday. Two equities 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 stock. According to data from MarketBeat.com, Charles Schwab presently has an average rating of “Hold” and a consensus target price of $83.83.

Charles Schwab Stock Performance

Shares of NYSE:SCHW opened at $80.44 on Thursday. The business has a 50-day moving average price of $77.75 and a two-hundred day moving average price of $70.75. Charles Schwab has a 1-year low of $61.01 and a 1-year high of $83.35. The stock has a market capitalization of $143.15 billion, a P/E ratio of 26.90, a P/E/G ratio of 1.48 and a beta of 0.99. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 0.59.

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

Institutional Investors Weigh In On Charles Schwab

Large investors have recently modified their holdings of the business. Merit Financial Group LLC increased its holdings in Charles Schwab by 230.1% during the fourth quarter. Merit Financial Group LLC now owns 33,546 shares of the financial services provider’s stock valued at $2,483,000 after buying an additional 23,383 shares during the period. Benjamin Edwards Inc. increased its holdings in shares of Charles Schwab by 2,840.7% in the 3rd quarter. Benjamin Edwards Inc. now owns 6,146 shares of the financial services provider’s stock valued at $398,000 after acquiring an additional 5,937 shares during the period. Synovus Financial Corp raised its position in shares of Charles Schwab by 46.0% in the 3rd quarter. Synovus Financial Corp now owns 67,889 shares of the financial services provider’s stock worth $4,400,000 after acquiring an additional 21,377 shares in the last quarter. Patten & Patten Inc. TN lifted its stake in shares of Charles Schwab by 155.9% during the 3rd quarter. Patten & Patten Inc. TN now owns 104,168 shares of the financial services provider’s stock worth $6,751,000 after purchasing an additional 63,463 shares during the last quarter. Finally, Equity Investment Corp boosted its position in Charles Schwab by 9.4% during the third quarter. Equity Investment Corp now owns 1,640,157 shares of the financial services provider’s stock valued at $106,299,000 after purchasing an additional 140,643 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,500 shares of the company’s stock in a transaction dated Monday, November 11th. The shares were sold at an average price of $77.02, for a total value of $192,550.00. Following the transaction, the insider now directly owns 18,069 shares in the company, valued at $1,391,674.38. This represents a 12.15 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Nigel J. Murtagh sold 12,739 shares of Charles Schwab stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $81.17, for a total transaction of $1,034,024.63. Following the sale, the insider now directly owns 59,092 shares of the company’s stock, valued at $4,796,497.64. This represents a 17.73 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 26,823 shares of company stock valued at $2,171,194 over the last three months. 6.60% of the stock is owned by company 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.