FY2026 EPS Estimates for Charles Schwab Raised by Analyst

The Charles Schwab Corporation (NYSE:SCHW) – Research analysts at Erste Group Bank upped their FY2026 earnings per share (EPS) estimates for shares of Charles Schwab in a note issued to investors on Monday, July 27th. Erste Group Bank analyst S. Lingnau now forecasts that the financial services provider will post earnings per share of $6.50 for the year, up from their prior forecast of $6.34. The consensus estimate for Charles Schwab’s current full-year earnings is $6.45 per share. Erste Group Bank also issued estimates for Charles Schwab’s FY2027 earnings at $7.85 EPS.

Charles Schwab (NYSE:SCHW) last announced its earnings results 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. The company had revenue of $7.07 billion for the quarter, compared to analyst estimates of $6.90 billion. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.Charles Schwab’s quarterly revenue was up 20.9% on a year-over-year basis. During the same period in the prior year, the company posted $1.14 EPS.

SCHW has been the topic of a number of other reports. BMO Capital Markets downgraded shares of Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price objective on the stock. in a research note on Monday, July 20th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Morgan Stanley boosted their price objective on Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a report on Monday. Jefferies Financial Group reduced their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $119.94.

Charles Schwab Stock Up 1.9%

Shares of NYSE:SCHW opened at $106.17 on Wednesday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The company has a fifty day simple moving average of $94.46 and a 200 day simple moving average of $95.37. The firm has a market cap of $184.65 billion, a PE ratio of 19.30, a price-to-earnings-growth ratio of 0.84 and a beta of 0.77. Charles Schwab has a 12-month low of $83.96 and a 12-month high of $107.50.

Charles Schwab Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $0.32 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.28 annualized dividend and a yield of 1.2%. Charles Schwab’s dividend payout ratio is 23.27%.

Insider Buying and Selling at Charles Schwab

In related news, General Counsel Peter J. Morgan III sold 6,952 shares of the stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $102.03, for a total value of $709,312.56. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Nigel J. Murtagh sold 4,053 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $104.14, for a total value of $422,079.42. Following the completion of the sale, the insider owned 57,972 shares in the company, valued at approximately $6,037,204.08. This represents a 6.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 17,005 shares of company stock worth $1,733,892. 6.30% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of SCHW. Dogwood Wealth Management LLC raised its stake in shares of Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank acquired a new position in Charles Schwab during the 4th quarter valued at about $26,000. Scarborough Advisors LLC bought a new stake in shares of Charles Schwab during the 1st quarter worth about $29,000. Optima Capital LLC acquired a new stake in shares of Charles Schwab in the 4th quarter worth approximately $30,000. Finally, McIlrath & Eck LLC boosted its holdings in shares of Charles Schwab by 143.2% in the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 189 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Planned $20 billion share repurchase: Charles Schwab reportedly plans to buy back $20 billion of its stock, a substantial capital-allocation commitment that could reduce shares outstanding, support earnings per share and signal management’s confidence in the company’s valuation and cash-generation outlook. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analysts continue to favor SCHW as a growth stock: Charles Schwab was included among analysts’ preferred growth names, reflecting confidence in demand trends and longer-term catalysts. The view is consistent with the company’s latest quarterly performance, which included earnings and revenue above consensus and 20.9% year-over-year revenue growth. Best Growth Stocks to Buy This Week
• Positive Sentiment: Retail investor sentiment is improving: Schwab executive James Kostulias said bullishness among retail traders is rising. Greater investor participation and trading activity could support Schwab’s brokerage-related revenue and asset-gathering trends. Charles Schwab executive discusses rising retail bullishness
• Positive Sentiment: Potential cryptocurrency-regulation tailwind: Schwab reportedly backed the CLARITY Act ahead of an August deadline. Clearer digital-asset rules could help established financial firms expand crypto-related products and services, although the legislation remains subject to the legislative process. Charles Schwab backs the CLARITY Act
• Neutral Sentiment: Commentary highlighting “three big reasons” to favor SCHW and a report on billionaire investor Andreas Halvorsen’s holdings add to positive market attention, but these opinions are not new company fundamentals or formal analyst actions. Three big reasons to favor Charles Schwab Andreas Halvorsen’s top picks
• Negative Sentiment: Several insiders sold shares, including General Counsel Peter J. Morgan III and executives Jonathan S. Beatty and Nigel J. Murtagh. The transactions were made under pre-arranged Rule 10b5-1 plans, reducing their significance as a bearish signal, but they may still create limited investor caution.

Charles Schwab Company Profile

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.