Charles Schwab (SCHW) Expected to Announce Quarterly Earnings on Thursday

Charles Schwab (NYSE:SCHW) is anticipated to announce its Q1 2026 results before the market opens on Thursday, April 16th. Analysts expect the company to announce earnings of $1.35 per share and revenue of $6.3903 billion for the quarter. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Investors may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Thursday, April 16, 2026 at 12:30 PM ET.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The business had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the business earned $1.01 earnings per share. The business’s quarterly revenue was up 18.9% on a year-over-year basis. On average, analysts expect Charles Schwab to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Charles Schwab Stock Up 3.6%

SCHW stock opened at $96.72 on Thursday. Charles Schwab has a 12 month low of $67.60 and a 12 month high of $107.50. The firm has a market cap of $168.11 billion, a PE ratio of 20.76, a P/E/G ratio of 0.78 and a beta of 0.90. The firm has a 50 day simple moving average of $95.92 and a 200 day simple moving average of $96.30. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Analyst Ratings Changes

Several analysts recently commented on SCHW shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research note on Thursday, January 22nd. TD Cowen increased their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. UBS Group cut their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Morgan Stanley upped their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $115.15.

More Charles Schwab News

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

• Positive Sentiment: New analyst coverage and upgrades: Keefe, Bruyette & Woods started coverage with an “outperform” and $110 target, and an analyst initiation was cited as the reason for a near-4% intraday bump. These actions increase buy-side visibility and signal conviction in Schwab’s growth cadence. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Positive Sentiment: Product expansion: Schwab announced a phased rollout of direct spot Bitcoin and Ethereum trading for brokerage clients — a strategic revenue and engagement lever that could attract new/younger clients and increase trading flows. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Neutral Sentiment: Price-target adjustments but continued positive ratings: UBS trimmed its PT to $119 (still a “buy”) and Barclays trimmed to $117 (still “overweight”) — both imply meaningful upside despite the cuts, so they temper but don’t reverse the buy-side narrative. Benzinga
• Neutral Sentiment: Mixed analyst views: Truist has reiterated a $122 target highlighting revenue drivers, while Erste slightly trimmed FY2027 EPS estimates — small forecast tweaks that are unlikely to materially change the long-term thesis. Here’s What Truist Thinks About Charles Schwab
• Negative Sentiment: Legal/operational headwinds: A FINRA arbitrator awarded consumer damages related to Electronic Funds Transfer Act violations — a near-term reputational and potential cost risk. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Strategic/real-estate pullback: Coverage notes Schwab is exiting a downtown Portland office, which highlights isolated operational adjustments and potential one-time costs or local PR issues. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag
• Negative Sentiment: Bearish research: Jefferies published a pessimistic forecast for SCHW, adding downside risk if their macro/asset-growth concerns materialize. Jefferies Financial Group Issues Pessimistic Forecast for Charles Schwab

Insiders Place Their Bets

In related news, insider Nigel J. Murtagh sold 7,203 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $681,475.83. Following the completion of the sale, the insider owned 57,972 shares in the company, valued at approximately $5,484,730.92. This represents a 11.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the sale, the director owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This trade represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 413,568 shares of company stock worth $42,435,038 in the last quarter. Corporate insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in SCHW. Primecap Management Co. CA increased its stake in Charles Schwab by 9.7% in the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after buying an additional 2,066,884 shares during the period. Blue Sparrow LLC DE acquired a new position in Charles Schwab in the 4th quarter valued at approximately $134,384,000. Marshall Wace LLP increased its stake in Charles Schwab by 80.4% in the 4th quarter. Marshall Wace LLP now owns 2,866,021 shares of the financial services provider’s stock valued at $286,344,000 after buying an additional 1,277,598 shares during the period. Amundi increased its stake in Charles Schwab by 21.6% in the 3rd quarter. Amundi now owns 6,982,838 shares of the financial services provider’s stock valued at $656,387,000 after buying an additional 1,238,813 shares during the period. Finally, Man Group plc increased its stake in Charles Schwab by 170.8% in the 3rd quarter. Man Group plc now owns 1,457,689 shares of the financial services provider’s stock valued at $139,166,000 after buying an additional 919,329 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

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.