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.
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
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
Investment Themes
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 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | 8-K | $91.96 | awaiting T+20 | — | $89.30 (−2.89%) |
Oct 12, 2026 15d ago | ANALYST-UPGRADE | $97.06 | awaiting T+20 | — | $89.30 (−8.00%) |
Oct 2, 2026 25d ago | ANALYST-UPGRADE | $96.70 | awaiting T+20 | — | $89.30 (−7.65%) |
Sep 2, 2026 7w ago | Insider Cluster | $110.38 $96.70 | ▼ −12.39% | ▼ −11.21% | $89.30 (−19.10%) |
Aug 31, 2026 8w ago | Insider Cluster | $108.28 $97.74 | ▼ −9.73% | ▼ −10.05% | $89.30 (−17.53%) |
Aug 31, 2026 8w ago | Insider Cluster | $108.28 $97.74 | ▼ −9.73% | ▼ −10.05% | $89.30 (−17.53%) |
Aug 27, 2026 8w ago | Insider Cluster | $110.16 $98.30 | ▼ −10.77% | ▼ −11.03% | $89.30 (−18.94%) |
Aug 27, 2026 8w ago | Insider Cluster | $110.16 $98.30 | ▼ −10.77% | ▼ −11.03% | $89.30 (−18.94%) |
Aug 26, 2026 8w ago | Insider Cluster | $108.05 $99.49 | ▼ −7.92% | ▼ −7.41% | $89.30 (−17.35%) |
Aug 18, 2026 10w ago | Insider Cluster | $110.88 $107.79 | ▼ −2.79% | ▼ −1.27% | $89.30 (−19.46%) |
US Market Status
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