Q3 2025 Earnings Forecast for The Charles Schwab Co. Issued By Zacks Research (NYSE:SCHW)

The Charles Schwab Co. (NYSE:SCHW) – Analysts at Zacks Research reduced their Q3 2025 earnings estimates for shares of Charles Schwab in a research note issued to investors on Monday, May 6th. Zacks Research analyst R. Department now forecasts that the financial services provider will earn $1.10 per share for the quarter, down from their prior estimate of $1.11. The consensus estimate for Charles Schwab’s current full-year earnings is $3.42 per share.

Other equities analysts have also issued reports about the stock. Keefe, Bruyette & Woods upped their target price on shares of Charles Schwab from $75.00 to $76.00 and gave the stock a “market perform” rating in a research note on Tuesday, April 16th. Piper Sandler upped their target price on shares of Charles Schwab from $75.00 to $78.00 and gave the stock an “overweight” rating in a research note on Friday, April 12th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Charles Schwab from $75.00 to $77.00 and gave the stock a “buy” rating in a research note on Tuesday, March 19th. TD Cowen boosted their price target on shares of Charles Schwab from $87.00 to $92.00 and gave the stock a “buy” rating in a research report on Tuesday, April 16th. Finally, Raymond James cut their price target on shares of Charles Schwab from $78.00 to $75.00 and set an “outperform” rating on the stock in a research report on Thursday, January 18th. Two research analysts have rated the stock with a sell rating, six have assigned a hold rating and seven have assigned a buy rating to the stock. Based on data from MarketBeat, Charles Schwab currently has an average rating of “Hold” and a consensus target price of $74.47.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $75.54 on Wednesday. The firm has a market cap of $134.16 billion, a PE ratio of 31.61, a PEG ratio of 1.11 and a beta of 0.98. The company has a current ratio of 0.43, a quick ratio of 0.43 and a debt-to-equity ratio of 0.82. Charles Schwab has a 1-year low of $46.55 and a 1-year high of $77.05. The company has a fifty day moving average price of $71.20 and a 200 day moving average price of $65.15.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 24th. Shareholders of record on Friday, May 10th will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 1.32%. The ex-dividend date is Thursday, May 9th. Charles Schwab’s payout ratio is 41.84%.

Insider Transactions at Charles Schwab

In related news, Chairman Charles R. Schwab sold 59,906 shares of the firm’s stock in a transaction dated Monday, April 29th. The shares were sold at an average price of $74.78, for a total transaction of $4,479,770.68. Following the transaction, the chairman now directly owns 61,038,701 shares of the company’s stock, valued at $4,564,474,060.78. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. In other Charles Schwab news, Chairman Charles R. Schwab sold 89,275 shares of the stock in a transaction dated Monday, April 22nd. The shares were sold at an average price of $74.62, for a total transaction of $6,661,700.50. Following the sale, the chairman now directly owns 30,641,981 shares in the company, valued at $2,286,504,622.22. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman Charles R. Schwab sold 59,906 shares of the stock in a transaction that occurred on Monday, April 29th. The stock was sold at an average price of $74.78, for a total transaction of $4,479,770.68. Following the sale, the chairman now owns 61,038,701 shares in the company, valued at approximately $4,564,474,060.78. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 514,459 shares of company stock valued at $36,371,155. 6.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Charles Schwab

A number of large investors have recently modified their holdings of SCHW. Qsemble Capital Management LP acquired a new position in Charles Schwab during the first quarter worth about $497,000. QRG Capital Management Inc. increased its position in Charles Schwab by 2.3% during the 1st quarter. QRG Capital Management Inc. now owns 96,676 shares of the financial services provider’s stock worth $6,994,000 after purchasing an additional 2,137 shares in the last quarter. Inspire Advisors LLC lifted its stake in Charles Schwab by 7.6% in the 1st quarter. Inspire Advisors LLC now owns 18,647 shares of the financial services provider’s stock valued at $1,349,000 after purchasing an additional 1,316 shares during the last quarter. Meeder Advisory Services Inc. boosted its position in Charles Schwab by 15.3% in the first quarter. Meeder Advisory Services Inc. now owns 15,880 shares of the financial services provider’s stock valued at $1,149,000 after buying an additional 2,108 shares in the last quarter. Finally, Pointe Capital Management LLC grew its stake in shares of Charles Schwab by 3.3% during the first quarter. Pointe Capital Management LLC now owns 8,490 shares of the financial services provider’s stock worth $614,000 after buying an additional 275 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

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.