Charles Schwab (SCHW) Expected to Release Earnings on Tuesday

Charles Schwab (NYSE:SCHW) is anticipated to announce 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. Investors may review the information on 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 released its quarterly earnings data 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. The company had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.04 earnings per share. 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 Down 1.1%

Charles Schwab stock opened at $101.66 on Friday. The business has a fifty day moving average of $92.77 and a two-hundred day moving average of $95.36. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm has a market cap of $176.79 billion, a P/E ratio of 20.17, a P/E/G ratio of 0.85 and a beta of 0.77. Charles Schwab has a twelve month low of $83.96 and a twelve month high of $107.50.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s payout ratio is presently 25.40%.

Insider Transactions at Charles Schwab

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

Hedge Funds Weigh In On Charles Schwab

Several hedge funds have recently made changes to their positions in SCHW. State Street Corp grew its stake in Charles Schwab by 1.0% during the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after purchasing an additional 691,671 shares during the last quarter. Primecap Management Co. CA raised its stake in shares of Charles Schwab by 9.7% in 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. Viking Global Investors LP raised its stake in shares of Charles Schwab by 5.1% in the third quarter. Viking Global Investors LP now owns 16,583,101 shares of the financial services provider’s stock worth $1,583,189,000 after purchasing an additional 809,876 shares during the last quarter. Amundi lifted its holdings in shares of Charles Schwab by 21.6% during the third quarter. Amundi now owns 6,982,838 shares of the financial services provider’s stock worth $656,387,000 after purchasing an additional 1,238,813 shares during the period. Finally, Nuveen LLC lifted its holdings in shares of Charles Schwab by 1.0% during the fourth quarter. Nuveen LLC now owns 5,807,109 shares of the financial services provider’s stock worth $580,188,000 after purchasing an additional 57,317 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

More 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

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on SCHW. Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. Barclays cut their target price on Charles Schwab from $127.00 to $122.00 and set an “overweight” rating on the stock in a research note on Thursday, July 9th. UBS Group boosted their target price on shares of Charles Schwab from $119.00 to $122.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. TD Cowen increased their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Finally, Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $117.50.

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.