Company Performance - Shares of The Charles Schwab Corporation (SCHW) have increased by 2.2% over the past month, reaching a new 52-week high of $105.81 [1] - Year-to-date, Charles Schwab has gained 4.1%, while the Zacks Finance sector and the Zacks Financial - Investment Bank industry have seen gains of 17.9% and 36.1%, respectively [1] Earnings and Revenue Expectations - Charles Schwab has consistently beaten the Zacks Consensus Estimate in the last four quarters, with the latest EPS reported at $1.39 against a consensus of $1.36 [2] - For the current fiscal year, earnings are expected to be $5.73 per share on revenues of $26.24 billion, reflecting a 17.66% increase in EPS and a 9.68% increase in revenues [3] - For the next fiscal year, projected earnings are $6.76 per share on revenues of $29 billion, indicating year-over-year changes of 17.96% and 10.54%, respectively [3] Valuation Metrics - Charles Schwab currently trades at 18.2 times the current fiscal year EPS estimates, which is above the peer industry average of 16.4 times [7] - On a trailing cash flow basis, the stock trades at 17.4 times compared to the peer group's average of 14.4 times [7] - The stock has a PEG ratio of 0.87, which does not place it among the top echelon of stocks from a value perspective [7] Zacks Rank and Style Scores - Charles Schwab holds a Zacks Rank of 2 (Buy) due to a solid earnings estimate revision trend [8] - The company has a Value Score of B, and both Growth and Momentum Scores are A, resulting in a combined VGM Score of A [6][8] Industry Comparison - Interactive Brokers Group, Inc. (IBKR) is a notable peer with a Zacks Rank of 2 (Buy) and a Value Score of C, Growth Score of B, and Momentum Score of A [9] - IBKR is expected to post earnings of $2.31 per share on revenues of $6.39 billion for the current fiscal year, having beaten the consensus estimate by 25% last quarter [10] - The Financial - Investment Bank industry is performing well, ranking in the top 14% of all industries, providing favorable conditions for both SCHW and IBKR [11]

Core Insights - Charles Schwab reported $519 billion in core net new assets for 2025, reflecting an organic growth rate of 5.1% and a revenue growth of 22% compared to 2024 [1] - Total client assets increased by 18% year-over-year in Q4 2025, reaching a record $11.9 trillion [2] - Earnings per share for Q4 2025 were reported at $1.39, slightly below the analyst consensus of $1.40, and fourth quarter revenue was also lower than expected [3] ETF Performance - Client assets allocated to proprietary ETFs increased by 25% in Q4 2025 compared to Q4 2024, while total client assets in third-party ETFs rose by 30% during the same period [4] - The Schwab US Dividend Equity ETF (SCHD) saw net inflows exceeding $5 billion in 2025, indicating strong investor interest [4] - SCHD offers a distribution yield of 3.82% as of December 31, 2025, with a low net expense ratio of 0.06%, appealing to income-seeking investors [5]

Core Viewpoint - Charles Schwab Corporation is experiencing strong financial performance, with analysts projecting a significant upside in its stock price based on recent earnings and revenue growth [1][2][6] Financial Performance - For the quarter ending December 2025, Charles Schwab reported a revenue of $6.34 billion, reflecting an 18.9% increase year-over-year, slightly exceeding the Zacks Consensus Estimate of $6.33 billion [2][6] - The company's earnings per share (EPS) for the same period was $1.39, up from $1.01 a year ago, surpassing the consensus estimate of $1.36 and delivering a surprise of 2.31% [3][6] Stock Performance - Currently, SCHW is priced at $101.79, with a recent change of $0.80, indicating a 0.79% increase [4] - Over the past year, SCHW has experienced a high of $104.98 and a low of $65.88, suggesting a stable yet dynamic trading environment [4] Market Position - Charles Schwab's market capitalization is approximately $184.77 billion, with a trading volume of 14.67 million shares, reflecting strong investor confidence [5] - Barclays analyst Benjamin Budish has set a price target of $125 for SCHW, indicating a potential upside of 22.8% from its current price [1][6]

智通财经APP获悉，近日，嘉信理财(SCHW.US)召开了FY25Q4的财报电话会。公司管理层提到，仍计 划在206年上半年推出Bitcoin与Ethereum的现货交易；并会在Q1上线面向大宗交易的高触达交易服务。 另类投资方面，Forge收购预计在未来数月内完成交割，并把它视为吸引高净值客户、提升资产归集的 潜在推力之一。 嘉信表示，2025年增长在各条线都在加速，净新增资产达5,190亿美元，同比上升42%；拆分看，零售 端大约增长33%左右，adviser端略高于42%，两端都很强。 零售端的亮点在于覆盖面更广：公司同时赢得年轻客户、活跃交易者、长期持有型客户以及零售高净值 客户。过去十年公司的客户平均年龄下降了约10岁，现在在40多岁；去年新加入公司的客户里，约1/3 是GenZ。 在业务假设上，公司认为2025年的势头能延续到2026年，新开户仍然强劲，并预计全年核心净新增资产 (core NNA)有机增速大致在5%左右。交易量方面，考虑到2025年交易非常旺，公司在2026情景里允许 交易量略有回落，全年日均交易量大约740万笔，更接近2025年早期水平。 在上述假设下，CFO给出的2026年核 ...

The Charles Schwab Corporation (SCHW) reported $6.34 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 18.9%. EPS of $1.39 for the same period compares to $1.01 a year ago.The reported revenue represents a surprise of +0.1% over the Zacks Consensus Estimate of $6.33 billion. With the consensus EPS estimate being $1.36, the EPS surprise was +2.31%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expect ...

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.31%. A quarter ago, it was expected that this company would post earnings of $1.24 per share when it actually produced earnings of $1.31, delivering a surprise of +5.65%.Over the last four quarter ...

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Group 1 - The company reported fourth-quarter earnings that matched analyst expectations with adjusted earnings per share of $1.39 and record revenue of $6.34 billion, reflecting a 19% increase year over year [1] - Total client assets rose 18% year over year to a record $11.90 trillion, with core net new assets totaling $163.9 billion for the quarter [2] - The net interest margin expanded to 2.90%, an increase of 57 basis points from the previous year, while asset management and administration fees increased by 15% to $1.7 billion [3] Group 2 - Trading revenue climbed 22% compared to the prior-year quarter, indicating strong performance in trading activities [3] - Full-year inflows reached $519.4 billion, reflecting organic growth of 5.1% [2]

The fourth quarter earnings season is picking up speed. After several big banks reported last week, more financials will deliver results, with reports from Charles Schwab (SCHW) and regional banks like Fifth Third (FITB) on the schedule. But the attention will likely shift to Netflix (NFLX) and Intel (INTC), headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 16, 7% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street ...

Exhibit 99.1 https://files.repo SCHWAB REPORTS RECORD 4Q AND FULL YEAR 2025 RESULTS 4Q Core Net New Assets Total $163.9 Billion; Full-Year Organic Growth of 5.1% 4Q Net Revenues Up 19% Year-Over-Year to a Record $6.3 Billion Quarterly GAAP Earnings Per Share of $1.33, $1.39 Adjusted – Up 38% versus 4Q24 (1) WESTLAKE, Texas, January 21, 2026 – The Charles Schwab Corporation reported net income for the fourth quarter totaling $2.5 billion, or $1.33 earnings per share. Excluding $127 million of pre-tax transac ...