Wall Street expects Charles Schwab to report Q1 2026 revenue of $6.40 billion and EPS of $1.36, with the current stock price of $96.79 trading significantly below the average analyst price target of $117.85.
Investors are primarily focused on the trajectory of net interest revenue as the firm works to reduce high-cost supplemental funding and stabilize its net interest margin. Recent monthly data shows resilient core net new asset growth of $32.5 billion in February, though market volatility from geopolitical tensions has introduced uncertainty into trading activity and asset management fees.
Analysts will be closely watching for signs that client cash sorting is slowing, which would provide a tailwind for Schwab’s interest-earning assets in the latter half of the year.