Brokers Set Expectations for Charles Schwab FY2026 Earnings

The Charles Schwab Co. (NYSE:SCHW - Free Report) - Stock analysts at Zacks Research increased their FY2026 earnings estimates for Charles Schwab in a research note issued to investors on Tuesday, June 3rd. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $4.80 per share for the year, up from their prior estimate of $4.79. The consensus estimate for Charles Schwab's current full-year earnings is $4.22 per share. Zacks Research also issued estimates for Charles Schwab's Q1 2027 earnings at $1.31 EPS.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings data on Thursday, April 17th. The financial services provider reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. The business had revenue of $5.60 billion for the quarter, compared to analyst estimates of $5.46 billion. Charles Schwab had a return on equity of 18.20% and a net margin of 30.31%. During the same quarter last year, the company earned $0.74 earnings per share.

Several other equities analysts have also commented on SCHW. JMP Securities reaffirmed a "market outperform" rating and set a $94.00 price target on shares of Charles Schwab in a research report on Monday, April 21st. The Goldman Sachs Group upgraded Charles Schwab from a "neutral" rating to a "buy" rating and set a $100.00 target price on the stock in a report on Friday, April 25th. UBS Group upped their price target on Charles Schwab from $95.00 to $96.00 and gave the stock a "buy" rating in a research note on Tuesday, April 22nd. Cowen reaffirmed a "buy" rating on shares of Charles Schwab in a research note on Tuesday, May 20th. Finally, Barclays dropped their target price on shares of Charles Schwab from $96.00 to $84.00 and set an "overweight" rating for the company in a research report on Monday, April 7th. Two equities research analysts have rated the stock with a sell rating, two have assigned a hold rating and fifteen have given a buy rating to the company. According to data from MarketBeat.com, Charles Schwab presently has an average rating of "Moderate Buy" and a consensus target price of $89.63.

Charles Schwab Trading Down 0.4%

NYSE SCHW opened at $87.17 on Friday. The company has a 50-day moving average of $81.53 and a 200-day moving average of $79.58. The company has a debt-to-equity ratio of 0.59, a current ratio of 0.47 and a quick ratio of 0.47. Charles Schwab has a 12 month low of $61.01 and a 12 month high of $89.85. The company has a market cap of $158.38 billion, a P/E ratio of 29.15, a P/E/G ratio of 0.99 and a beta of 0.90.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 23rd. Stockholders of record on Friday, May 9th were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.24%. The ex-dividend date was Friday, May 9th. Charles Schwab's dividend payout ratio is currently 32.73%.

Insider Activity at Charles Schwab

In related news, insider Jonathan S. Beatty sold 2,850 shares of Charles Schwab stock in a transaction on Friday, May 30th. The stock was sold at an average price of $87.57, for a total value of $249,574.50. Following the transaction, the insider now directly owns 15,219 shares in the company, valued at $1,332,727.83. The trade was a 15.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Paul V. Woolway sold 3,380 shares of the company's stock in a transaction on Tuesday, April 1st. The shares were sold at an average price of $77.43, for a total value of $261,713.40. Following the sale, the insider now directly owns 45,824 shares of the company's stock, valued at approximately $3,548,152.32. This represents a 6.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 97,608 shares of company stock worth $8,392,040 over the last quarter. 6.30% of the stock is currently owned by company insiders.

Institutional Trading of Charles Schwab

A number of hedge funds have recently bought and sold shares of SCHW. Gladstone Institutional Advisory LLC grew its position in Charles Schwab by 2.0% during the 4th quarter. Gladstone Institutional Advisory LLC now owns 6,247 shares of the financial services provider's stock worth $462,000 after purchasing an additional 124 shares in the last quarter. Klingman & Associates LLC lifted its stake in Charles Schwab by 3.2% in the 4th quarter. Klingman & Associates LLC now owns 4,083 shares of the financial services provider's stock worth $302,000 after acquiring an additional 125 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV grew its stake in Charles Schwab by 2.7% during the 4th quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 4,763 shares of the financial services provider's stock valued at $353,000 after acquiring an additional 127 shares in the last quarter. Sheaff Brock Investment Advisors LLC increased its holdings in shares of Charles Schwab by 1.6% in the 1st quarter. Sheaff Brock Investment Advisors LLC now owns 7,986 shares of the financial services provider's stock valued at $625,000 after purchasing an additional 129 shares during the period. Finally, Personal CFO Solutions LLC boosted its holdings in shares of Charles Schwab by 1.2% during the fourth quarter. Personal CFO Solutions LLC now owns 11,236 shares of the financial services provider's stock worth $832,000 after purchasing an additional 130 shares during the period. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Company Profile

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.

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