Zacks Research Expects Stronger Earnings for Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) – Equities research analysts at Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for Charles Schwab in a research report issued to clients and investors on Thursday, November 6th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings per share of $1.22 for the quarter, up from their previous forecast of $1.21. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Charles Schwab’s current full-year earnings is $4.22 per share. Zacks Research also issued estimates for Charles Schwab’s FY2026 earnings at $5.42 EPS, Q3 2027 earnings at $1.64 EPS and FY2027 earnings at $6.41 EPS.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, topping the consensus estimate of $1.25 by $0.06. Charles Schwab had a return on equity of 21.26% and a net margin of 35.93%.The business had revenue of $6.38 billion for the quarter, compared to analysts’ expectations of $5.93 billion. During the same quarter in the previous year, the firm posted $0.71 earnings per share. The company’s revenue was up 26.6% compared to the same quarter last year.

Other analysts have also recently issued reports about the stock. Truist Financial upped their price target on shares of Charles Schwab from $112.00 to $113.00 and gave the company a “buy” rating in a report on Friday, October 17th. JMP Securities reaffirmed a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a research report on Friday, October 17th. Cowen reissued a “buy” rating on shares of Charles Schwab in a report on Friday, October 17th. The Goldman Sachs Group reiterated a “buy” rating and issued a $114.00 target price on shares of Charles Schwab in a research report on Friday, October 17th. Finally, Wells Fargo & Company set a $102.00 price target on Charles Schwab and gave the company an “overweight” rating in a report on Friday, July 18th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $106.45.

Charles Schwab Stock Performance

Shares of SCHW opened at $96.05 on Monday. The firm has a market cap of $174.35 billion, a price-to-earnings ratio of 22.49, a PEG ratio of 0.85 and a beta of 1.02. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.47. The business’s 50 day moving average is $94.02 and its two-hundred day moving average is $92.19. Charles Schwab has a 52-week low of $65.88 and a 52-week high of $99.59.

Charles Schwab declared that its board has initiated a stock repurchase plan on Thursday, July 24th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the financial services provider to repurchase up to 11.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 28th. Shareholders of record on Friday, November 14th will be paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, November 14th. Charles Schwab’s dividend payout ratio (DPR) is presently 25.29%.

Insider Activity

In other Charles Schwab news, insider Jonathan S. Beatty sold 6,144 shares of the company’s stock in a transaction dated Thursday, August 28th. The shares were sold at an average price of $96.81, for a total value of $594,800.64. Following the completion of the transaction, the insider owned 11,923 shares in the company, valued at approximately $1,154,265.63. This represents a 34.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Peter J. Morgan III sold 50,016 shares of the firm’s stock in a transaction that occurred on Wednesday, August 27th. The shares were sold at an average price of $97.00, for a total transaction of $4,851,552.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 65,866 shares of company stock valued at $6,370,897. 6.30% of the stock is currently owned by company insiders.

Institutional Trading of Charles Schwab

Several large investors have recently added to or reduced their stakes in the business. Princeton Global Asset Management LLC bought a new stake in shares of Charles Schwab during the second quarter valued at about $25,000. RMG Wealth Management LLC bought a new position in Charles Schwab in the 2nd quarter valued at about $27,000. West Branch Capital LLC acquired a new position in Charles Schwab during the 3rd quarter valued at about $27,000. CBIZ Investment Advisory Services LLC raised its position in shares of Charles Schwab by 97.9% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 386 shares of the financial services provider’s stock worth $30,000 after buying an additional 191 shares in the last quarter. Finally, Stone House Investment Management LLC acquired a new stake in shares of Charles Schwab in the 1st quarter worth approximately $31,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

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.