The Charles Schwab Corporation

New York Stock Exchange
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Bullish +75

Charles Schwab stock gains on strong earnings estimates

AI-generated analysis

📈 Charles Schwab reported Q2 FY26 revenue of USD 7.07 billion, beating estimates and showing growth from the previous quarter.

💰 The company posted earnings of USD 2.68 billion with a healthy profit margin of 37.91 percent.

🚀 EPS for Q2 was USD 1.62, surpassing the analyst estimate of USD 1.55 by 4.55 percent.

📅 Analysts model Q3 FY26 revenue at USD 7.23 billion and EPS at USD 1.67, indicating continued growth momentum.

🏦 Client assets under management reached a significant milestone of USD 13.41 trillion as of August 31, 2026.

👥 The company holds 40.1 million active brokerage accounts and 5.9 million workplace plan participant accounts.

📉 Stock traded at USD 104.90 on September 18, 2026, trading below the consensus price target of USD 124.73.

🗓️ Management scheduled a Fall Business Update for October 15, 2026, to discuss institutional investor updates.

🏢 The stock is listed on the NYSE with a market capitalization of approximately USD 181.86 billion.

Bullish Signals
  • Charles Schwab reported Q2 FY26 revenue of USD 7.07 billion, which represents a clear step up from the first quarter's USD 6.50 billion.
  • The company achieved an EPS of USD 1.62 in Q2 FY26, beating analyst estimates by 4.55 percent and demonstrating strong profitability.
  • Analysts have raised their guidance for Q3 FY26 to USD 7.23 billion in revenue and USD 1.67 in EPS, projecting continued expansion.
  • Client assets under management grew to USD 13.41 trillion as of August 31, 2026, reflecting strong deposit inflows and asset gathering.
  • The company maintains a diverse account base with 40.1 million active brokerage accounts and 5.9 million workplace plan participant accounts.
Full Analysis
Charles Schwab Corp. reported strong financial performance for the second quarter of fiscal year 2026, with revenue reaching USD 7.07 billion and earnings of USD 2.68 billion. The company achieved a profit margin of 37.91 percent, significantly outperforming analyst expectations with an EPS of USD 1.62 compared to the estimated USD 1.55. This represents a clear step up from the first quarter, where revenue was USD 6.50 billion and EPS was USD 1.43. Analysts on Yahoo Finance have revised their estimates upward for the current quarter ending September 2026, modeling revenue of USD 7.23 billion against a year-ago figure of USD 6.13 billion. The consensus EPS expectation is set at USD 1.67, which is notably higher than the USD 1.31 reported a year prior. MarketBeat data indicates a market capitalization of USD 181.86 billion as of September 17, 2026. Client assets under management reached USD 13.41 trillion as of August 31, 2026, while the company maintains a robust portfolio of 40.1 million active brokerage accounts and 5.9 million workplace plan participant accounts. The stock traded at USD 104.90 on September 18, 2026, trading below the consensus price target of USD 124.73 set by Truist Financial and other analysts. Management has scheduled a Fall Business Update for institutional investors on October 15, 2026, featuring CEO Rick Wurster and CFO Mike Verdeschi to discuss further strategic developments. The company continues to operate primarily on the NYSE with a 52-week trading range between USD 65.88 and USD 113.06.