Charles Schwab Corporation (TheNYSE: SCHW
Financials · Investment Banking & Brokerage
$91.61
-0.03%
Vol: 6.4M
Research Digest
Friday, May 1, 2026
Charles Schwab declares 19% dividend increase to $0.32/share and launches Schwab Crypto trading platform
Schwab Board increased regular quarterly dividend 19% to $0.32/share. Company launching Schwab Crypto with phased rollout offering spot bitcoin and ethereum trading with education and professional support. Q1 2026 EPS of $1.43 beat estimate of $1.42, though revenue of $6.48B missed $6.62B estimate. Insider selling activity noted (co-chairman Charles Schwab sold $6.58M in shares late April). Analyst consensus Buy with $112.56 average price target (+22.83% upside).
Previous Market Intelligence
13 daysApr 30Charles Schwab Q1 revenue beats to $6.48B (+16% YoY); launches crypto platform; raises $1.48B via preferred stockMixed▶
Charles Schwab reported Q1 2026 adjusted EPS of $1.43, beating consensus of $1.39, with net revenue of $6.5B (+16% YoY), driven by net interest income strength and client growth. The company launched a crypto trading platform (direct bitcoin and ether) to compete with Robinhood and broaden Gen Z engagement. SCHW issued 1.5M depositary shares of new Series L Preferred Stock on April 22, raising ~$1.48B in net proceeds to strengthen the balance sheet. Co-Chairman Charles Schwab sold ~$6.58M in shares at $90-90.50. BofA Securities raised PT to $92 from $90, while TD Cowen lowered PT to $108 from $128, citing 2026-27 estimate revisions. The crypto launch and preferred issuance support growth and digital adoption, though insider selling and analyst PT cuts reflect mixed sentiment on 2027 earnings trajectory. Street average PT is $112.56 (+24% upside).
Apr 29Charles Schwab Q1 revenue up 16% YoY to $6.48B; launches crypto trading and teen investor accountPositive▶
Charles Schwab posted Q1 2026 results with 16% YoY revenue growth to $6.48B and 38% adjusted EPS growth, attracting record $140B in net new client assets. Company launched Schwab Crypto platform providing direct spot bitcoin and ethereum trading for brokerage clients, targeting younger investors and Gen Z. Additionally, Schwab introduced Schwab Teen Investor account (ages 13-17) on 3/26 offering stocks, fractional shares, ETFs, mutual funds, fixed income with $0 commissions, no minimum deposit, debit card access, and $50 fractional-share reward for completing online course. Company manages ~$12T in client assets across 4M+ brokerage accounts. Analyst consensus: Buy with 12-month target $112.56, implying 24% upside.
Apr 16Charles Schwab reports Q1 2026 EPS of $1.35 meeting expectations, with expanded 2.85% net interest margin and crypto trading launch plannedPositive▶
Charles Schwab reported Q1 2026 adjusted earnings per share of $1.35 on $6.39 billion in revenue, meeting consensus estimates. The company expanded its net interest margin to 2.85%, a significant improvement that demonstrates its diversified revenue streams can weather a cooling interest rate environment. Charles Schwab will hold a Spring Business Update on April 16 featuring CEO Rick Wurster and CFO Mike Verdeschi. The firm completed its acquisition of Forge Global on March 2 at $45 per share and is launching direct spot Bitcoin and Ethereum trading. Several analysts adjusted positions: UBS lowered price target from $125 to $119 (Buy), Keefe Bruyette initiated with Outperform and $110 PT.
Apr 14Charles Schwab Q1 earnings April 16; $660M Forge acquisition completedPositive▶
Q1 earnings April 16. Completed Forge Global acquisition for $660M. Proposed board declassification. Launched Teen Investor account. Consensus Buy $112.56 PT.
Apr 13Q1 earnings April 16; analyst price targets cut; Forge acquisition and Teen account launchedMixed▶
SCHW Q1 earnings release April 16 before market open. Stock $94.92 with mixed analyst activity: Morgan Stanley cut target to $135 from $148 (April 10), TD Cowen to $128 from $138 (April 9), UBS to $119 from $125 (April 8). Completed Forge Global acquisition; launched Schwab Teen Investor account (ages 13-17).
Apr 10Schwab confirms 2026 crypto trading launch; Forge Global acquisition completed; Q1 earnings April 16.Positive▶
Charles Schwab confirmed spot crypto trading (Bitcoin and Ethereum) launching in 2026. Completed Forge Global acquisition on March 2. Keefe, Bruyette & Woods reinstated Outperform rating with $110 price target. Q1 2026 earnings released before market open April 16.
Apr 9Charles Schwab Stock Rises 2.75% as Crypto Platform ExpandsPositive▶
Charles Schwab rose 2.75% to $95.91 on momentum from crypto trading platform expansion to meet growing client demand. UBS lowered price target to $119 from $125 but maintains Buy rating. Barclays maintains Overweight with $117 target. Schwab launched Teen Investor account for ages 13-17 with zero commissions and no minimum deposit.
Apr 8Raymond James raises Schwab PT to $128 amid crypto and teen investing expansion.Positive▶
Charles Schwab announced Spring Business Update for April 16; planning spot crypto trading launch in 2026. Teen Investor account launched. Stock at $93.77. Raymond James raised target to $128 from $121. 18 analysts recommend Buy. Average target $119.58.
Apr 7Charles Schwab launches crypto trading and reports record 2025 earnings despite analyst downgrades and slowing trading activity.Positive▶
Charles Schwab reported record 2025 revenue of $23.92 billion (+22%) with earnings of $8.42 billion (+54%), maintaining strong fundamentals. Company announced 19% dividend increase and is launching Bitcoin and Ethereum trading capability. However, Jefferies lowered price target from $122 to $118 and trading activity index dropped significantly in March. Board increased CEO Wurster compensation 33% to $18.76 million. Despite analyst downgrade, consensus rating remains Outperform with $117 average target vs. $94.65 current price.
Apr 6Charles Schwab declares 19% dividend increase; Schwab Crypto launching H1 2026.Positive▶
SCHW declared 19% quarterly dividend increase to $0.32/share. Crypto trading platform Schwab Crypto launching H1 2026 with BTC/ETH support. CEO Paul Woolway retiring July 1, 2026. 2026 market outlook released. Truist lowered PT to $120.
Apr 3Charles Schwab announces executive transitions for July 2026; reports 22% revenue growth and record client assets of $12.15 trillion.Positive▶
Charles Schwab reported strong 2025 results with 22% revenue growth, 50% net income growth, and client assets rising to $12.15 trillion. The company declared a 19% dividend increase to $0.32 per share. Executive leadership changes take effect July 1, 2026. Truist Securities maintains a Buy rating while lowering price target to $120 from $122. Schwab was named #1 Overall Broker for the second consecutive year.
Apr 1Schwab targets April 2026 spot Bitcoin trading launch and announces spring business update April 16 amid strong client growth.Positive▶
Charles Schwab CEO Rick Wurster indicated potential launch of spot Bitcoin trading services in April 2026, citing 400% surge in crypto web traffic. Company announced spring business update for April 16, 2026. As of February 28, 2026, Schwab managed $12.22 trillion in client assets with 38.9 million active brokerage accounts. Company declared 19% increase in quarterly dividend to $0.32 per share.
Mar 31Charles Schwab declares 19% dividend increase and launches Teen Investor Account.Positive▶
Schwab 19% dividend increase to $0.32. Launched Teen Investor Account. Named #1 Overall Broker 2026. Executive transitions July 2026. $11.9T in client assets, 38.5M active accounts.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MSMORGAN | $190.53 | -0.03% | +14.4% | 15.1x | 1.18 | $302.6B |
| GSGOLDMAN | $924.04 | +0.03% | +6.7% | 14.1x | 1.31 | $274.1B |
| SCHWSCHWAB | $91.61 | -0.03% | -1.4% | 13.1x | 0.90 | $160.6B |
| IBKRINTERACTIVE | $80.56 | +1.33% | +15.9% | 27.9x | 1.26 | $135.2B |
| HOODROBINHOOD | $73.69 | +1.10% | +4.5% | 28.1x | — | $65.7B |
| RJFRAYMOND | $156.41 | -1.21% | +11.7% | 11.8x | 1.01 | $30.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.