The Charles Schwab Corporation (NYSE:SCHW – Free Report) – Equities researchers at Erste Group Bank boosted their FY2027 earnings per share estimates for Charles Schwab in a research report issued on Thursday, October 8th. Erste Group Bank analyst S. Lingnau now anticipates that the financial services provider will earn $7.96 per share for the year, up from their previous forecast of $7.85. The consensus estimate for Charles Schwab’s current full-year earnings is $6.46 per share.
SCHW has been the subject of a number of other research reports. Barclays dropped their target price on shares of Charles Schwab from $125.00 to $118.00 and set an “overweight” rating for the company in a research report on Wednesday, October 7th. Bank of America boosted their price target on shares of Charles Schwab from $91.00 to $95.00 and gave the company an “underperform” rating in a research report on Monday, October 5th. Weiss Ratings upgraded Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, September 10th. BMO Capital Markets downgraded Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price objective for the company. in a research report on Monday, July 20th. Finally, Evercore started coverage on Charles Schwab in a research note on Monday. They issued a “hold” rating and a $107.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $118.75.
Charles Schwab Stock Up 0.4%
SCHW opened at $97.08 on Tuesday. The firm’s 50-day simple moving average is $105.50 and its 200-day simple moving average is $98.15. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. Charles Schwab has a twelve month low of $83.96 and a twelve month high of $114.53. The firm has a market cap of $167.88 billion, a price-to-earnings ratio of 17.65, a PEG ratio of 0.82 and a beta of 0.79.
Charles Schwab (NYSE:SCHW – Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%. The company had revenue of $7.07 billion during the quarter, compared to analysts’ expectations of $6.90 billion. During the same period last year, the business earned $1.14 earnings per share. The business’s revenue was up 20.9% on a year-over-year basis.
Charles Schwab Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Friday, August 14th were given a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, August 14th. Charles Schwab’s dividend payout ratio (DPR) is presently 23.27%.
Insider Transactions at Charles Schwab
In other news, Chairman Walter W. Bettinger sold 74,388 shares of the stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $110.91, for a total transaction of $8,250,373.08. Following the sale, the chairman directly owned 610,360 shares of the company’s stock, valued at $67,695,027.60. This represents a 10.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Jonathan S. Beatty sold 1,000 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $111.33, for a total transaction of $111,330.00. Following the sale, the insider directly owned 10,738 shares in the company, valued at $1,195,461.54. This trade represents a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 645,582 shares of company stock worth $69,553,935. Corporate insiders own 6.30% of the company’s stock.
Institutional Inflows and Outflows
Several large investors have recently bought and sold shares of SCHW. USS Investment Management Ltd lifted its stake in shares of Charles Schwab by 4.6% during the first quarter. USS Investment Management Ltd now owns 288,035 shares of the financial services provider’s stock valued at $27,068,000 after acquiring an additional 12,789 shares during the period. Whittier Trust Co. boosted its holdings in Charles Schwab by 3.9% in the first quarter. Whittier Trust Co. now owns 384,881 shares of the financial services provider’s stock valued at $35,790,000 after acquiring an additional 14,538 shares during the last quarter. Financial Advisory Partners LLC bought a new position in Charles Schwab in the first quarter valued at about $3,199,000. Patriot Financial Group Insurance Agency LLC boosted its holdings in Charles Schwab by 112.0% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 89,498 shares of the financial services provider’s stock valued at $8,411,000 after acquiring an additional 47,281 shares during the last quarter. Finally, Private Wealth Partners LLC increased its position in Charles Schwab by 91.9% in the first quarter. Private Wealth Partners LLC now owns 204,248 shares of the financial services provider’s stock worth $19,195,000 after purchasing an additional 97,829 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.
Charles Schwab News Roundup
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Deutsche Bank raised its price target on Charles Schwab to $130 from $125, signaling greater confidence in the company’s earnings outlook and potential valuation. Deutsche Bank Adjusts Price Target on Charles Schwab to $130 From $125
- Positive Sentiment: Analysts expect robust trading activity, higher net interest revenue and increased asset-management fees to support SCHW’s third-quarter results. These trends could help extend the company’s recent earnings momentum. Can Robust Trading, Higher NIR Support Schwab’s Q3 Earnings?
- Positive Sentiment: Longer-term commentary points to potential artificial-intelligence-related growth opportunities, while higher Treasury yields could improve the economics of Schwab’s cash and lending businesses. Charles Schwab Earnings And Long-Term AI Tailwinds
- Neutral Sentiment: Evercore initiated coverage with an “in line” assessment, a “hold” rating and a $107 price target. The target implies upside from the referenced share price, but the neutral stance suggests analysts see a relatively balanced risk-reward profile. Evercore ISI Initiates Charles Schwab at In Line
- Neutral Sentiment: Pre-earnings estimates focus on revenue, EPS and key operating metrics for the quarter ended September 2026. The outlook is constructive, but investors are waiting for reported results to confirm the forecasts. Exploring Analyst Estimates for Charles Schwab Q3 Earnings
- Negative Sentiment: Rising operating expenses remain a key risk to third-quarter earnings, potentially offsetting gains from stronger trading, net interest revenue and asset-management fees. Can Robust Trading, Higher NIR Support Schwab’s Q3 Earnings?
About Charles Schwab
Charles Schwab Corporation (NYSE:SCHW) is a financial services company that provides brokerage, investment, banking and wealth management services to individual investors, employers, institutions and independent investment advisors. Its offerings include online and mobile trading, securities brokerage, retirement accounts, financial planning, portfolio management, banking products, research and access to mutual funds and exchange-traded funds.
The company operates through businesses including Schwab Brokerage, Schwab Wealth Advisory, Schwab Asset Management and Charles Schwab Bank.
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