FY2026 EPS Forecast for Charles Schwab Lifted by Analyst

The Charles Schwab Corporation (NYSE:SCHW) – Equities research analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for Charles Schwab in a report released on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now expects that the financial services provider will post earnings per share of $6.34 for the year, up from their previous forecast of $6.16. The consensus estimate for Charles Schwab’s current full-year earnings is $6.25 per share. Erste Group Bank also issued estimates for Charles Schwab’s FY2027 earnings at $7.64 EPS.

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

A number of other equities analysts have also recently issued reports on SCHW. Barclays reduced their price objective on shares of Charles Schwab from $127.00 to $122.00 and set an “overweight” rating on the stock in a research note on Thursday, July 9th. JPMorgan Chase & Co. upped their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Jefferies Financial Group cut their price target 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. Truist Financial reduced their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Finally, Morgan Stanley lifted their price objective on Charles Schwab from $125.00 to $133.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has issued 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 an average target price of $117.50.

Charles Schwab Trading Down 1.1%

SCHW opened at $101.66 on Friday. The firm has a 50 day simple moving average of $92.77 and a 200 day simple moving average of $95.36. Charles Schwab has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. The company has a market cap of $176.79 billion, a price-to-earnings ratio of 20.17, a price-to-earnings-growth ratio of 0.86 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62.

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 dividend of $0.32 per share. 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 payout ratio is currently 25.40%.

Insider Buying and Selling

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction that occurred on 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 owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. This represents a 12.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction on 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 sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 6,520 shares of company stock valued at $622,392. Corporate insiders own 6.30% of the company’s stock.

Institutional Trading of Charles Schwab

Hedge funds have recently added to or reduced their stakes in the business. Dogwood Wealth Management LLC raised its position 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 worth $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the 4th quarter valued at approximately $26,000. GoalVest Advisory LLC acquired a new position in shares of Charles Schwab in the 4th quarter valued at approximately $28,000. Beacon Financial Strategies CORP bought a new stake in Charles Schwab during the 4th quarter worth approximately $29,000. Finally, Scarborough Advisors LLC bought a new stake in Charles Schwab during the 1st quarter worth approximately $29,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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

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.