Charles Schwab (SCHW) Expected to Release Earnings on Tuesday

Charles Schwab (NYSE:SCHW) will likely be announcing its Q2 2026 results before the market opens on Tuesday, July 21st. Analysts expect Charles Schwab to post earnings of $1.53 per share and revenue of $6.8957 billion for the quarter. Individuals can check the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Tuesday, July 21, 2026 at 8:30 AM ET.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter in the previous year, the company posted $1.04 earnings per share. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. On average, analysts expect Charles Schwab to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $101.66 on Monday. Charles Schwab has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. The stock’s 50-day moving average is $92.77 and its two-hundred day moving average is $95.32. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market cap of $176.79 billion, a P/E ratio of 20.17, a PEG ratio of 0.85 and a beta of 0.77.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Jefferies Financial Group cut their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. UBS Group increased their price target on shares of Charles Schwab from $119.00 to $122.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Truist Financial cut their price target on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Barclays decreased their price objective on shares of Charles Schwab from $127.00 to $122.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. Finally, JPMorgan Chase & Co. increased their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $117.22.

Key Charles Schwab News

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Erste Group Bank raised its FY2026 earnings estimate for Charles Schwab to $6.34 per share from $6.16 and boosted FY2027 EPS to $7.64, signaling stronger profit expectations than the current consensus. Charles Schwab estimates update
• Positive Sentiment: Multiple recent articles say SCHW is drawing attention as investors look ahead to its June-quarter results, with rising earnings optimism and valuation commentary suggesting the shares may still have upside. Analyst revisions and earnings preview
• Neutral Sentiment: Schwab strategist Liz Ann Sonders discussed rebalancing, sector rotation, and semiconductor positioning; while useful market commentary, it does not directly change Schwab’s fundamentals. Liz Ann Sonders interview
• Neutral Sentiment: Schwab’s annual RIA survey highlighted ongoing challenges around organic growth and hiring, which is informative for the wealth-management business but not an immediate stock catalyst. RIA benchmarking survey

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $100.01, for a total value of $200,020.00. Following the completion of the sale, the insider directly owned 13,738 shares in the company, valued at approximately $1,373,937.38. This represents a 12.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,520 shares of company stock worth $622,392 in the last quarter. Insiders own 6.30% of the company’s stock.

Institutional Investors Weigh In On Charles Schwab

Hedge funds have recently modified their holdings of the business. T. Rowe Price Investment Management Inc. bought a new position in shares of Charles Schwab during the 4th quarter worth about $743,000. Compound Planning Inc. grew its position in Charles Schwab by 11.7% during the fourth quarter. Compound Planning Inc. now owns 20,651 shares of the financial services provider’s stock worth $2,063,000 after buying an additional 2,161 shares in the last quarter. Axxcess Wealth Management LLC increased its stake in Charles Schwab by 67.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 25,131 shares of the financial services provider’s stock valued at $2,511,000 after acquiring an additional 10,150 shares during the period. Corient Private Wealth LLC increased its stake in Charles Schwab by 20.2% during the fourth quarter. Corient Private Wealth LLC now owns 851,239 shares of the financial services provider’s stock valued at $85,047,000 after acquiring an additional 142,895 shares during the period. Finally, First Commonwealth Financial Corp PA raised its holdings in Charles Schwab by 4.9% in the 4th quarter. First Commonwealth Financial Corp PA now owns 16,606 shares of the financial services provider’s stock valued at $1,659,000 after acquiring an additional 781 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

About Charles Schwab

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.