The Charles Schwab Corporation

New York Stock Exchange
Back to all articles
Bullish +65

FY2026 EPS Forecast for Charles Schwab Lifted by Analyst

📈 Erste Group Bank analysts raised FY2026 EPS estimates for Charles Schwab to $6.34 from a prior forecast of $6.16.

📊 The firm's latest quarterly earnings beat consensus with $1.43 EPS compared to an expected $1.39.

💰 Quarterly revenue reached $6.48 billion, exceeding analyst expectations of $6.39 billion by nearly $0.1 billion.

🚀 Revenue grew 15.8% year-over-year during the reported quarter, demonstrating strong top-line expansion.

📉 The stock trades at a price-to-earnings ratio of 20.17 with a market cap of $176.79 billion.

💵 Charles Schwab maintains a dividend yield of 1.3% with a payout ratio of 25.40%.

📉 Insider Jonathan S. Beatty sold 2,000 shares for approximately $200,020 under a pre-arranged trading plan.

📉 Director Frank C. Herringer sold 2,520 shares for roughly $228,312 in a separate transaction.

🏦 Dogwood Wealth Management LLC increased its position by 99.2% to own 247 shares worth $25,000.

📉 Corporate insiders collectively sold 6,520 shares valued at $622,392 over the last 90 days.

Bullish Signals
  • Analysts at Erste Group Bank increased their FY2026 EPS forecast to $6.34, signaling improved growth expectations.
  • The company reported a quarterly earnings beat of $0.04 per share, demonstrating operational strength.
  • Revenue of $6.48 billion surpassed analyst consensus of $6.39 billion, indicating robust demand.
  • Year-over-year revenue growth of 15.8% highlights successful business expansion and market share gains.
  • The stock is trading above both its 50-day and 200-day moving averages, suggesting positive technical momentum.
  • Strong profitability metrics include a 23.05% return on equity and a 37.99% net margin.
Risk Factors
  • Insider selling activity occurred recently, with Jonathan Beatty reducing his holdings by 12.71%.
  • Corporate insiders have sold a total of 6,520 shares valued at $622,392 in the last 90 days.
Full Analysis
Equities research analysts at Erste Group Bank have raised their full-year 2026 earnings per share (EPS) forecast for Charles Schwab to $6.34, up from a previous estimate of $6.16. The analyst also issued a forward-looking EPS projection of $7.64 for fiscal year 2027. This update reflects a bullish revision relative to the current market consensus estimate of $6.25 per share for the full year. Charles Schwab recently reported strong quarterly results, posting $1.43 in earnings per share which exceeded analyst expectations of $1.39. The company generated revenue of $6.48 billion, surpassing the anticipated $6.39 billion, and achieved a return on equity of 23.05% with a net margin of 37.99%. Year-over-year revenue growth for the quarter was significant at 15.8%, while earnings per share increased substantially from $1.04 in the same period last year. The stock currently trades at $101.66, trading above its 50-day and 200-day moving averages, with a market capitalization of $176.79 billion. The company maintains a dividend yield of 1.3% based on recent payouts. While the article notes insider selling activity by executives Jonathan Beatty and Frank Herringer, hedge fund data indicates mixed institutional positioning, with some firms like Dogwood Wealth Management significantly increasing their stakes while others established new positions in the fourth quarter.