SCHW Stock - The Charles Schwab Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $26.00B | $25.52B | $22.31B | $19.00B | $12.11B |
| Gross Profit | $19.61B | $18.84B | $20.76B | $18.52B | $11.69B |
| Gross Margin | 75.4% | 73.8% | 93.1% | 97.5% | 96.5% |
| Operating Income | $7.69B | $6.38B | $9.39B | $7.71B | $4.30B |
| Net Income | $5.94B | $5.07B | $7.18B | $5.86B | $3.30B |
| Net Margin | 22.9% | 19.9% | 32.2% | 30.8% | 27.2% |
| EPS | $3.00 | $2.55 | $3.52 | $2.84 | $2.13 |
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 11th 2025 | UBS | Resumed | Buy | $119 |
| October 3rd 2025 | BMO Capital Markets | Initiation | Outperform | $110 |
| June 9th 2025 | Redburn Atlantic | Upgrade | Neutral | $82 |
| April 25th 2025 | Goldman | Upgrade | Buy | $100 |
| April 8th 2025 | Morgan Stanley | Upgrade | Overweight | $76 |
| April 2nd 2025 | Citigroup | Upgrade | Buy | $102 |
| February 18th 2025 | TD Cowen | Upgrade | Buy | $103← $88 |
| January 22nd 2025 | Wells Fargo | Upgrade | Overweight | $93← $89 |
| December 9th 2024 | Barclays | Upgrade | Overweight | $95← $74 |
| September 12th 2024 | Wells Fargo | Initiation | Equal Weight | $70 |
| July 29th 2024 | Piper Sandler | Downgrade | Neutral | $64← $80 |
| July 17th 2024 | TD Cowen | Downgrade | Hold | $71← $88 |
| July 8th 2024 | Keefe Bruyette | Upgrade | Outperform | $84← $76 |
| March 22nd 2024 | TD Cowen | Upgrade | Outperform | $87 |
| January 18th 2024 | Keefe Bruyette | Downgrade | Market Perform | $70← $75 |
Earnings History & Surprises
SCHWEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 15, 2026 | — | — | — | — |
Q1 2026 | Jan 21, 2026 | $1.34 | — | — | — |
Q4 2025 | Oct 16, 2025 | $1.25 | $1.31 | +4.8% | ✓ BEAT |
Q3 2025 | Jul 18, 2025 | $1.10 | $1.14 | +3.6% | ✓ BEAT |
Q2 2025 | Apr 17, 2025 | $1.01 | $1.04 | +3.0% | ✓ BEAT |
Q1 2025 | Jan 21, 2025 | $0.91 | $1.01 | +10.5% | ✓ BEAT |
Q4 2024 | Oct 15, 2024 | $0.75 | $0.77 | +2.7% | ✓ BEAT |
Q3 2024 | Jul 16, 2024 | $0.72 | $0.73 | +1.4% | ✓ BEAT |
Q2 2024 | Apr 15, 2024 | $0.74 | $0.74 | 0.0% | = MET |
Q1 2024 | Jan 17, 2024 | $0.65 | $0.68 | +4.6% | ✓ BEAT |
Q4 2023 | Oct 16, 2023 | $0.75 | $0.77 | +2.7% | ✓ BEAT |
Q3 2023 | Jul 18, 2023 | $0.71 | $0.75 | +5.6% | ✓ BEAT |
Q2 2023 | Apr 17, 2023 | $0.90 | $0.93 | +3.3% | ✓ BEAT |
Q1 2023 | Jan 18, 2023 | $1.09 | $1.09 | 0.0% | = MET |
Q4 2022 | Oct 17, 2022 | $1.05 | $1.10 | +4.8% | ✓ BEAT |
Q3 2022 | Jul 18, 2022 | $0.91 | $0.97 | +6.6% | ✓ BEAT |
Q2 2022 | Apr 18, 2022 | $0.84 | $0.77 | -8.3% | ✗ MISS |
Q1 2022 | Jan 18, 2022 | $0.88 | $0.86 | -2.3% | ✗ MISS |
Q4 2021 | Oct 15, 2021 | $0.81 | $0.84 | +3.7% | ✓ BEAT |
Q3 2021 | Jul 16, 2021 | $0.69 | $0.70 | +1.4% | ✓ BEAT |
Latest News
Citizens Maintains Market Outperform on Charles Schwab, Raises Price Target to $120
📈 PositiveBarclays Maintains Overweight on Charles Schwab, Raises Price Target to $120
📈 PositiveUBS Maintains Buy on Charles Schwab, Raises Price Target to $123
📈 PositiveTruist Securities Maintains Buy on Charles Schwab, Raises Price Target to $120
📈 PositiveThe Schwab Trading Activity Index Decreased From 48.75 In November To 48.48 In December
📉 NegativeMorgan Stanley Maintains Overweight on Charles Schwab, Raises Price Target to $148
📈 PositiveBarclays Maintains Overweight on Charles Schwab, Lowers Price Target to $111
➖ NeutralCharles Schwab Reports $40.4B Core Net New Assets In November; Total Client Assets Reach $11.83T
📈 PositiveUBS Assumes Charles Schwab at Buy, Announces Price Target of $119
📈 PositiveB of A Securities Maintains Underperform on Charles Schwab, Raises Price Target to $91
➖ NeutralGenius Group shares are trading lower. The company announced that it has sent demand notices to Charles Schwab, Fidelity Global Brokerage, Vanguard Group, and Robinhood Markets to reinstate buy button functionality.
📉 NegativeGenius Group Sends Demand Notices To Charles Schwab, Fidelity Global Brokerage, Vanguard Group, Robinhood Markets To Reinstate Buy Button Functionality
📉 NegativeCharles Schwab Reports October Total Client Assets Of $11.83T, Up 20% YoY
📈 PositiveForge Global Holdings shares are trading higher after Charles Schwab signed an agreement to acquire the company.
📈 PositiveCharles Schwab Signs Agreement To Acquire Forge Global For $45/Share In Cash
📈 PositiveMorgan Stanley Maintains Overweight on Charles Schwab, Raises Price Target to $139
📈 PositiveJP Morgan Maintains Overweight on Charles Schwab, Raises Price Target to $121
📈 PositiveTD Cowen Maintains Buy on Charles Schwab, Raises Price Target to $134
📈 PositiveTruist Securities Maintains Buy on Charles Schwab, Raises Price Target to $113
📈 PositiveBarclays Maintains Overweight on Charles Schwab, Raises Price Target to $115
📈 PositiveFrequently Asked Questions about SCHW
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