Charles Schwab (SCHW) to Post Earnings on Tuesday

Charles Schwab (NYSE:SCHW) is projected to announce its Q2 2026 results before the market opens on Tuesday, July 21st. Analysts expect Charles Schwab to announce earnings of $1.51 per share and revenue of $6.8648 billion for the quarter. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Parties are encouraged to explore the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Tuesday, July 21, 2026 at 8:30 AM ET.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter in the prior year, the firm posted $1.04 EPS. Charles Schwab’s quarterly revenue was up 15.8% compared to the same quarter last year. 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 Trading Down 0.6%

Shares of SCHW stock opened at $102.46 on Tuesday. Charles Schwab has a 52-week low of $83.96 and a 52-week high of $107.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The firm has a market capitalization of $178.19 billion, a PE ratio of 20.33, a PEG ratio of 0.91 and a beta of 0.77. The stock has a fifty day simple moving average of $91.85 and a two-hundred day simple moving average of $95.31.

Charles Schwab Announces Dividend

The firm also recently disclosed 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 1.2%. The ex-dividend date was Friday, May 8th. Charles Schwab’s payout ratio is presently 25.40%.

Insider Buying and Selling at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 13,738 shares in the company, valued at $1,373,937.38. This trade represents a 12.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 14,461 shares of company stock valued at $1,416,492 in the last 90 days. Insiders own 6.30% of the company’s stock.

Institutional Trading of Charles Schwab

Large investors have recently added to or reduced their stakes in the company. Primecap Management Co. CA boosted its position in shares of Charles Schwab by 9.7% during 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 acquiring an additional 2,066,884 shares during the last quarter. Blue Sparrow LLC DE purchased a new position in shares of Charles Schwab in the fourth quarter valued at $134,384,000. Marshall Wace LLP increased its position in Charles Schwab by 80.4% in the fourth quarter. Marshall Wace LLP now owns 2,866,021 shares of the financial services provider’s stock worth $286,344,000 after purchasing an additional 1,277,598 shares during the last quarter. Amundi increased its position in 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 last quarter. Finally, Man Group plc raised its stake in Charles Schwab by 170.8% during the third quarter. Man Group plc now owns 1,457,689 shares of the financial services provider’s stock valued at $139,166,000 after purchasing an additional 919,329 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on SCHW. TD Cowen upped their price objective on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Keefe, Bruyette & Woods started coverage on Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a report on Friday, May 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. Finally, Morgan Stanley increased their price objective on shares of Charles Schwab from $125.00 to $133.00 and gave the company an “overweight” rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average target price of $116.32.

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.