Erste Group Bank Expects Higher Earnings for Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) – Analysts at Erste Group Bank increased their FY2026 earnings estimates for Charles Schwab in a report issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now expects that the financial services provider will post earnings of $6.34 per share 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 issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter in the prior year, the firm posted $1.04 earnings per share. The business’s quarterly revenue was up 15.8% compared to the same quarter last year.

SCHW has been the topic of several other research reports. 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 report on Thursday, July 9th. TD Cowen lifted their target price on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Argus set a $108.00 price target on Charles Schwab in a research note on Monday, April 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $128.00 price target on shares of Charles Schwab in a report on Friday, May 15th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. Two 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 given a Sell rating to the stock. According to data from MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $117.50.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $101.66 on Friday. The business has a 50-day moving average price of $92.77 and a two-hundred day moving average price of $95.36. Charles Schwab has a 1-year low of $83.96 and a 1-year 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 0.48. The company has a market cap of $176.79 billion, a P/E ratio of 20.17, a PEG ratio of 0.85 and a beta of 0.77.

Charles Schwab Announces Dividend

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

Insider Buying and Selling

In other news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $100.01, for a total transaction of $200,020.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 6,520 shares of company stock worth $622,392. 6.30% of the stock is owned by company insiders.

Institutional Trading of Charles Schwab

A number of hedge funds and other institutional investors have recently bought and sold shares of SCHW. Dogwood Wealth Management LLC lifted its stake in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Charles Schwab in the 4th quarter worth about $29,000. Finally, Scarborough Advisors LLC bought a new position in Charles Schwab in the 1st quarter valued at about $29,000. Institutional investors own 84.38% of the company’s stock.

Key Stories Impacting 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

Charles Schwab Company Profile

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.