Erste Group Bank Predicts Charles Schwab FY2026 Earnings

The Charles Schwab Corporation (NYSE:SCHW) – Investment analysts at Erste Group Bank raised their FY2026 earnings per share estimates for shares of Charles Schwab in a research note issued to investors on Monday, April 27th. Erste Group Bank analyst S. Lingnau now anticipates that the financial services provider will post earnings of $6.01 per share for the year, up from their previous estimate of $5.87. The consensus estimate for Charles Schwab’s current full-year earnings is $5.98 per share.

Several other research analysts have also weighed in on the company. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Piper Sandler increased their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Morgan Stanley lowered their price objective on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a research report on Friday, April 17th. Truist Financial lowered their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $127.00 price objective on shares of Charles Schwab in a research report on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $114.00.

Charles Schwab Trading Up 0.1%

Shares of Charles Schwab stock opened at $90.85 on Wednesday. The firm has a market capitalization of $157.90 billion, a price-to-earnings ratio of 18.03, a PEG ratio of 0.72 and a beta of 0.90. Charles Schwab has a fifty-two week low of $79.47 and a fifty-two week high of $107.50. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The stock has a 50 day moving average of $94.00 and a 200 day moving average of $96.27.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The company had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. During the same period in the previous year, the business earned $1.04 EPS. Charles Schwab’s quarterly revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS.

Hedge Funds Weigh In On Charles Schwab

Hedge funds have recently made changes to their positions in the company. First National Trust Co grew its holdings in shares of Charles Schwab by 82.2% during the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock worth $8,518,000 after buying an additional 40,257 shares during the last quarter. Brookwood Investment Group LLC grew its holdings in shares of Charles Schwab by 192.6% during the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after buying an additional 8,054 shares during the last quarter. AE Wealth Management LLC lifted its position in Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after purchasing an additional 56,609 shares during the period. Optimize Financial Inc acquired a new stake in Charles Schwab in the third quarter valued at about $467,000. Finally, Nordea Investment Management AB lifted its position in Charles Schwab by 11.2% in the third quarter. Nordea Investment Management AB now owns 3,040,864 shares of the financial services provider’s stock valued at $291,436,000 after purchasing an additional 305,904 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insiders Place Their Bets

In related news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the transaction, the insider owned 57,972 shares of the company’s stock, valued at $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the transaction, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This trade represents a 21.00% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 468,748 shares of company stock valued at $47,885,857. 6.30% of the stock is owned by company insiders.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Goldman Sachs/industry recognition and buy ratings — Schwab is highlighted among top bank/wealth names by major firms, supporting investor confidence in its diversified model and recurring-fee businesses. Article Title
• Positive Sentiment: Strong youth interest could drive long?term account growth — Schwab’s 2026 Teen Investing Survey shows large interest among teens and parental support for early investing, which could seed future retail AUM and advisory flows. Article Title
• Positive Sentiment: Unusual call-option buying — traders bought ~42,405 SCHW calls (up ~66% vs. average), signaling short?term bullish positioning that can amplify upside if catalysts align (earnings/guidance, rate moves). (internal trade data)
• Neutral Sentiment: Schwab’s investor education/marketing content — coverage such as guidance on over?concentration in winners reinforces brand value but is primarily reputation/education rather than a direct earnings catalyst. Article Title
• Neutral Sentiment: Sector comparison pieces (BlackRock vs Schwab) highlight different dividend and business models — useful context for income?oriented investors but not an immediate stock catalyst. Article Title
• Negative Sentiment: Analyst price?target cut and lower near?term estimates — TD Cowen trimmed its price target (and reduced 2026 estimates) even while keeping a buy stance, which can cap upside and weighs on near?term sentiment. Article Title

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.