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

Charles Schwab (NYSE:SCHW) is anticipated to post its Q1 2026 results before the market opens on Thursday, April 16th. Analysts expect Charles Schwab to post 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. Individuals 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 posted its quarterly earnings data 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 return on equity of 21.97% and a net margin of 37.01%.The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the business earned $1.01 earnings per share. Charles Schwab’s revenue for the quarter 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 Price Performance

Charles Schwab stock opened at $98.35 on Wednesday. Charles Schwab has a 12 month low of $73.76 and a 12 month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The business’s 50 day simple moving average is $95.34 and its 200 day simple moving average is $96.39. The company has a market cap of $170.94 billion, a price-to-earnings ratio of 21.11, a PEG ratio of 0.80 and a beta of 0.90.

Charles Schwab Increases Dividend

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

Analyst Ratings Changes

Several equities analysts recently commented on the company. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research note on Monday, January 5th. Citizens Jmp boosted their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Morgan Stanley lowered their target price on shares of Charles Schwab from $148.00 to $135.00 and set an “overweight” rating on the stock in a report on Friday, April 10th. Finally, Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and an average target price of $114.50.

More Charles Schwab News

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

• Positive Sentiment: Robust pre-earnings setup: analysts and previews point to solid trading activity and an expected ~18% rise in NIR heading into Q1, plus Schwab’s $660M Forge Global deal to expand private-market access — this supports revenue and fee growth expectations. Solid Trading Activity, Growth in NIR to Drive Schwab’s Q1 Earnings
• Positive Sentiment: New product expansion: Schwab launched “Schwab Teen Investor,” letting ages 13–17 trade without parental approval — a customer-acquisition play that could boost new accounts and lifetime client value. New Accounts Let Teens Trade Stocks Without a Parent’s Approval. What to Know.
• Positive Sentiment: Brand & engagement initiatives: Schwab is promoting National Investing Day to drive industry engagement and customer activity, which can lift trading volumes and client acquisition/retention. Charles Schwab Invites the Industry to Come Together for National Investing Day
• Neutral Sentiment: Thought leadership content (Roth conversion strategies) and a crypto allocation report position Schwab as a trusted advisor, supporting fee-based and advisory flows over time but with limited immediate earnings impact. How to Maximize a Roth Conversion With Proven Strategies How Much Should You Allocate To Crypto? Schwab Says…
• Neutral Sentiment: Analyst and comparatives coverage: Pieces comparing Schwab to Robinhood and previews ahead of earnings keep investor focus on market share, margins and product roadmaps; these shape sentiment but are not immediate catalysts. Robinhood vs. Schwab: Which Investing Platform is the Smarter Bet Now? Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?
• Negative Sentiment: Morgan Stanley trimmed its price target on SCHW — even a cut from a major bank can weigh on sentiment and make investors more cautious ahead of the print. Morgan Stanley Cuts Charles Schwab Price Target
• Negative Sentiment: Unusual options activity: a surge in put purchases (notably higher than typical daily volume) suggests some investors are hedging or taking bearish positions ahead of earnings — this raises short-term volatility risk for the stock.

Insider Buying and Selling at Charles Schwab

In other news, insider Paul V. Woolway sold 6,126 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at approximately $2,825,622.26. This represents a 17.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Chairman Walter W. Bettinger sold 67,514 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $55,184,320.50. The trade was a 11.31% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 413,568 shares of company stock worth $42,435,038. Company insiders own 6.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. State Street Corp increased its holdings in shares of Charles Schwab by 1.0% in the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock worth $6,984,231,000 after purchasing an additional 691,671 shares during the period. Primecap Management Co. CA increased its holdings 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 period. Viking Global Investors LP increased its holdings 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 period. Amundi increased its holdings in shares of Charles Schwab by 21.6% in 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 increased its holdings in shares of Charles Schwab by 1.0% in 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. Institutional investors 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.