FY2026 EPS Estimate for Charles Schwab Lifted by Analyst

The Charles Schwab Corporation (NYSE:SCHW) – Research analysts at Erste Group Bank lifted their FY2026 EPS estimates for Charles Schwab in a research report issued to clients and investors on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now forecasts that the financial services provider will post earnings per share of $6.34 for the year, up from their previous estimate of $6.16. The consensus estimate for Charles Schwab’s current full-year earnings is $6.24 per share. Erste Group Bank also issued estimates for Charles Schwab’s FY2027 earnings at $7.64 EPS.

Other research analysts have also issued reports about the company. Truist Financial reduced their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Jefferies Financial Group lowered their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. JPMorgan Chase & Co. raised their price target on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Morgan Stanley lifted their price objective on Charles Schwab from $125.00 to $133.00 and gave the company an “overweight” rating in a report on Friday, July 10th. Finally, Raymond James Financial lifted their price objective on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $116.68.

Charles Schwab Price Performance

SCHW opened at $102.75 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. Charles Schwab has a 12 month low of $83.96 and a 12 month high of $107.50. The company has a fifty day simple moving average of $92.51 and a 200 day simple moving average of $95.32. The stock has a market cap of $178.70 billion, a P/E ratio of 20.39, a P/E/G ratio of 0.86 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period last year, the firm posted $1.04 earnings per share. The business’s quarterly revenue was up 15.8% compared to the same quarter last year.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. Charles Schwab’s dividend payout ratio is presently 25.40%.

Insider Transactions at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the transaction, the director directly owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $100.01, for a total value of $200,020.00. Following the transaction, the insider owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. The trade was 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. In the last quarter, insiders have sold 6,520 shares of company stock valued at $622,392. Corporate insiders own 6.30% of the company’s stock.

Institutional Investors Weigh In On Charles Schwab

Institutional investors have recently bought and sold shares of the company. Norges Bank bought a new position in shares of Charles Schwab during the 4th quarter worth approximately $1,994,189,000. Bank of New York Mellon Corp lifted its position in shares of Charles Schwab by 22.9% in the first quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider’s stock worth $1,518,913,000 after purchasing an additional 3,009,884 shares in the last quarter. Primecap Management Co. CA boosted its holdings in Charles Schwab by 9.7% during the fourth quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock worth $2,325,512,000 after purchasing an additional 2,066,884 shares during the last quarter. Focus Partners Wealth boosted its holdings in Charles Schwab by 716.5% during the fourth quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock worth $209,948,000 after purchasing an additional 1,844,095 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. bought a new position in Charles Schwab in the first quarter valued at $129,140,000. Institutional investors own 84.38% of the company’s stock.

More Charles Schwab News

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

• Positive Sentiment: Analysts have become more upbeat on Schwab’s upcoming Q2 results, with the most accurate earnings estimate now above the consensus ahead of the July 21 report, suggesting a better-than-expected quarter may be possible.
• Positive Sentiment: Coverage around the earnings preview points to stronger trading revenue, higher net interest revenue, and rising asset management fees, all of which could support earnings growth if client activity remains firm.
• Positive Sentiment: A separate valuation-focused article said SCHW still looks reasonably cheap versus its estimated intrinsic value, with some models implying upside if earnings continue to improve.
• Neutral Sentiment: Schwab’s annual RIA survey highlighted that client firms still face organic growth and hiring challenges, which is useful context for the wealth-management backdrop but not a direct near-term catalyst for the stock.
• Neutral Sentiment: One article revisited the company’s Q2 performance expectations and key metrics, keeping focus on the upcoming earnings release rather than introducing a new business development.
• Neutral Sentiment: A Bloomberg piece about the drop in microcap IPOs after regulatory crackdowns reflects a broader market and regulatory trend, but it does not appear to materially affect Schwab’s fundamentals directly.

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.