SCHW SCHWAB CHARLES CORP
Price Chart
Executive Summary
Charles Schwab reported strong Q1 2026 results with record net revenues of $6.48 billion, up 16% YoY, driven by robust client engagement and asset growth. GAAP EPS was $1.37, up 38% YoY, and the company repurchased $2.4 billion in shares while increasing its dividend by 19%. Despite strong top-line growth, revenue missed expectations by $118 million.
Key Financial Metrics
Actionable Insight
The stock may react negatively to the revenue miss despite strong YoY growth and record results. Watch for guidance in the upcoming Spring Business Update, as management highlighted macroeconomic uncertainty. The dividend increase and share buybacks provide some support, but trading volume growth suggests continued client engagement.
Key Facts
- Record Q1 net revenues of $6.48 billion, up 16% YoY
- GAAP EPS of $1.37, up 38% YoY
- Core net new assets of $140 billion, excluding a $17.5 billion outflow
- Daily average trading volume up 34% YoY to 9.9 million
- Repurchased $2.4 billion in shares and increased dividend by 19%
- Revenue missed consensus by $118 million
Financial Impact
Revenue miss of $118 million despite strong YoY growth
Risk Factors
- Revenue miss despite strong YoY growth could disappoint investors
- Macro-economic uncertainty cited by management could impact future performance
- Core net new assets were inflated by excluding a $17.5 billion outflow
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000316709-26-000016 |
| Document: schw-20260416.htm | 0000316709-26-000016 |
| Document: 0000316709-26-000016-index-headers.html | 0000316709-26-000016 |
| Document: 0000316709-26-000016-index.html | 0000316709-26-000016 |
| Document: 0000316709-26-000016.txt | 0000316709-26-000016 |
| 8-K Data (Synthetic) | 0000316709-26-000016 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $88.19 $88.96 | ▲ +0.87% | ▲ +0.35% | $91.10 (+3.30%) |
|
May 21, 2026
23d ago
|
Insider Cluster
| $90.39 $87.34 | ▼ −3.37% | ▼ −5.22% | $91.10 (+0.79%) |
|
May 20, 2026
23d ago
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424B5
| $17.50 $17.60 | ▼ −0.60% | ▲ +1.25% | $91.10 (−420.72%) |
|
May 19, 2026
25d ago
|
Insider Cluster
| $91.81 $85.54 | ▼ −6.83% | ▼ −9.13% | $91.10 (−0.77%) |
|
May 18, 2026
26d ago
|
424B5
| $17.74 $17.53 | ▼ −1.16% | ▼ −2.77% | $91.10 (+413.67%) |
|
May 6, 2026
5w ago
|
Insider Cluster
| $92.10 $91.11 | ▼ −1.08% | ▼ −2.25% | $91.10 (−1.08%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $88.19 $88.96 | ▲ +0.87% | ▲ +0.35% | $91.10 (+3.30%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $90.85 $92.37 | ▲ +1.67% | ▼ −0.02% | $91.10 (+0.28%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $90.85 $91.48 | ▲ +0.70% | ▼ −0.99% | $91.10 (+0.28%) |
|
Apr 27, 2026
6w ago
|
Insider Cluster
| $90.76 $91.43 | ▲ +0.74% | ▲ +0.34% | $91.10 (+0.38%) |
US Market Status
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