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SCHW
LONGINSIDER BUYINSIDER SELLSCHWAB CHARLES CORP
Funds
3
Score
4.50
vs SPY
-23.0%
Stock return (since Q-end)
-6.7%
SPY return (since Q-end)
+16.3%
Current price
$87.35
News Summary
NeutralSchwab delivered record Q1 2026 results with 16% revenue growth to $6.5B and 38% adjusted EPS growth to $1.43, driven by strong client asset growth (+19% YoY to $11.77T), robust trading activity (+34%), and improving margins (49.2% pre-tax profit margin). However, revenue missed consensus estimates by $134M, and multiple analysts cut price targets post-earnings, with Morgan Stanley lowering from $135 to $125 and UBS cutting from $125 to $119, suggesting market concerns about forward growth deceleration despite strong current execution.
Red flags
- •Revenue missed consensus by $134M (~2%), despite earnings beat
- •Multiple analyst price target cuts in early April and post-earnings (Morgan Stanley, UBS, Barclays)
- •Management guidance implies only 10% YoY earnings growth if Fed cuts rates to 2%, suggesting limited upside in lower-rate environment
- •Two significant management retirements (Paul Woolway, CEO of Charles Schwab Bank)
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Viking Global | Andreas Halvorsen | 14.7M | +14.7M | $1378.2B | — | NEW |
| D1 Capital | Dan Sundheim | 2.4M | +2.4M | $221.5B | — | NEW |
| Point72 | Steve Cohen | 241K | +241K | $22.6B | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Wurster Richard A | President & CEO | BUY | 22K | $84.23 | $1.85M | 2026-05-28 |
| Schwab Charles R. | Co-Chairman | SELL | 28K | $92.22 | $2.54M | 2026-05-19 |
| Schwab Charles R. | Co-Chairman | SELL | 28K | $92.40 | $2.54M | 2026-05-18 |
| Sarin Arun | — | SELL | 3K | $91.16 | $0.23M | 2026-05-13 |
| Schwab Charles R. | Co-Chairman | SELL | 109K | $92.01 | $10.06M | 2026-05-06 |
| Schwab-Pomerantz Carolyn | — | SELL | 10K | $92.29 | $0.91M | 2026-05-05 |
| Schwab Charles R. | Co-Chairman | SELL | 109K | $91.50 | $10.00M | 2026-05-04 |
| Schwab Charles R. | Co-Chairman | SELL | 55K | $91.86 | $5.05M | 2026-05-01 |
| Schwab Charles R. | Co-Chairman | SELL | 50K | $91.81 | $4.59M | 2026-04-30 |
| Schwab Charles R. | Co-Chairman | SELL | 64K | $90.49 | $5.77M | 2026-04-29 |
| HERRINGER FRANK C | — | SELL | 3K | $90.60 | $0.23M | 2026-04-28 |
| Schwab Charles R. | Co-Chairman | SELL | 36K | $90.00 | $3.28M | 2026-04-27 |
| Schwab Charles R. | Co-Chairman | SELL | 36K | $90.50 | $3.30M | 2026-04-23 |
| Woolway Paul V | MD, Chief Banking Officer | SELL | 8K | $100.00 | $0.79M | 2026-04-15 |
| Murtagh Nigel J | Chief Risk Officer | SELL | 41K | $99.00 | $4.09M | 2026-04-14 |
| Woolway Paul V | MD, Chief Banking Officer | SELL | 8K | $98.00 | $0.78M | 2026-04-14 |
| Craig Jonathan M. | MD, Head of Retail Investing | SELL | 22K | $99.00 | $2.15M | 2026-04-14 |