Analysts Set Expectations for The Charles Schwab Co.’s Q3 2025 Earnings (NYSE:SCHW)

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

SCHW has been the subject of a number of other reports. Bank of America increased their price objective on shares of Charles Schwab from $68.00 to $70.00 and gave the company an “underperform” rating in a report on Tuesday, April 16th. Citigroup raised their target price on shares of Charles Schwab from $70.00 to $75.00 and gave the company a “neutral” rating in a report on Thursday, April 11th. StockNews.com upgraded Charles Schwab from a “sell” rating to a “hold” rating in a report on Friday, March 15th. Raymond James cut their target price on Charles Schwab from $78.00 to $75.00 and set an “outperform” rating on the stock in a research report on Thursday, January 18th. Finally, Morgan Stanley raised their price target on Charles Schwab from $65.00 to $71.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 9th. Two equities research analysts have rated the stock with a sell rating, six have issued a hold rating and seven have issued a buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $74.47.

Charles Schwab Price Performance

Shares of Charles Schwab stock opened at $75.54 on Wednesday. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 0.82. Charles Schwab has a 52 week low of $46.55 and a 52 week high of $77.05. The stock’s 50-day simple moving average is $71.20 and its 200-day simple moving average is $65.15. The company has a market capitalization of $134.16 billion, a price-to-earnings ratio of 31.61, a PEG ratio of 1.11 and a beta of 0.98.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of SCHW. Investment Research & Advisory Group Inc. grew its stake in shares of Charles Schwab by 1.0% in the 4th quarter. Investment Research & Advisory Group Inc. now owns 58,979 shares of the financial services provider’s stock valued at $4,058,000 after buying an additional 607 shares during the period. Bamco Inc. NY increased its stake in Charles Schwab by 0.5% during the third quarter. Bamco Inc. NY now owns 8,102,475 shares of the financial services provider’s stock worth $444,826,000 after acquiring an additional 42,588 shares during the last quarter. Retirement Systems of Alabama lifted its stake in shares of Charles Schwab by 13.0% in the 4th quarter. Retirement Systems of Alabama now owns 1,329,388 shares of the financial services provider’s stock valued at $91,462,000 after purchasing an additional 152,967 shares during the last quarter. Nisa Investment Advisors LLC increased its position in shares of Charles Schwab by 43.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 551,682 shares of the financial services provider’s stock worth $30,287,000 after purchasing an additional 166,316 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC lifted its position in Charles Schwab by 22.2% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 883,379 shares of the financial services provider’s stock valued at $60,776,000 after buying an additional 160,719 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity

In related news, insider Jonathan M. Craig sold 4,977 shares of Charles Schwab stock in a transaction that occurred on Thursday, March 21st. The stock was sold at an average price of $70.01, for a total transaction of $348,439.77. Following the completion of the transaction, the insider now directly owns 81,446 shares in the company, valued at $5,702,034.46. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In other Charles Schwab news, insider Jonathan M. Craig sold 4,977 shares of the stock in a transaction that occurred on Thursday, March 21st. The stock was sold at an average price of $70.01, for a total transaction of $348,439.77. Following the completion of the transaction, the insider now owns 81,446 shares of the company’s stock, valued at $5,702,034.46. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman Charles R. Schwab sold 89,275 shares of the firm’s stock in a transaction dated Monday, April 22nd. The stock was sold at an average price of $74.62, for a total transaction of $6,661,700.50. Following the completion of the transaction, the chairman now directly owns 30,641,981 shares in the company, valued at $2,286,504,622.22. The disclosure for this sale can be found here. Insiders have sold 514,459 shares of company stock valued at $36,371,155 over the last ninety days. 6.60% of the stock is currently owned by insiders.

Charles Schwab Announces Dividend

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

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.