Charles Schwab (SCHW, $58.58) beats Q4 earnings expectations
Retail investing company Charles Schwab posted fourth quarter earnings that surpassed analysts’ expectations. This is Schwab’s first earnings report following its $26 billion acquisition of rival TD Ameritrade.
The company’s adjusted earnings came in at 74 cents per share, beating the 71 cents per share expected by analysts polled by Refinitiv.
Revenue of $4.18 billion was also higher than the forecast $4.108 billon.
Total client assets for Schwab increased to a record $6.69 trillion as of the end of 2020, which reflects a 66% growth year-over-year – boosted by acquired TD Ameritrade assets.
Schwab added 15.77 million new clients in the fourth quarter, including 14.5 million new brokerage accounts from the TD Ameritrade merger.
The company’s daily average trades rose to 5.8 million in the fourth quarter, a record high.
Trading revenue surged +88% to $1.4 billion
SCHW sees its 50-day moving average cross bearishly below its 200-day moving average
The 50-day moving average for SCHW moved below the 200-day moving average on April 16, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on May 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on SCHW as a result. In of 88 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
SCHW moved below its 50-day moving average on April 16, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for SCHW crossed bearishly below the 50-day moving average on April 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SCHW declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
SCHW broke above its upper Bollinger Band on April 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 57 cases where SCHW's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for SCHW just turned positive on May 13, 2026. Looking at past instances where SCHW's MACD turned positive, the stock continued to rise in of 45 cases over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHW advanced for three days, in of 318 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. SCHW’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.722) is normal, around the industry mean (8.441). P/E Ratio (18.068) is within average values for comparable stocks, (41.831). Projected Growth (PEG Ratio) (1.158) is also within normal values, averaging (1.612). Dividend Yield (0.013) settles around the average of (0.034) among similar stocks. P/S Ratio (6.566) is also within normal values, averaging (102.563).
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
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General Information
a provider of securities brokerage and other financial services
Industry InvestmentBanksBrokers
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