Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…
SCHWAB CHARLES CORP
Last earnings -7.6% on 2026-04-16
Revenue grew 22.0% YoY; but high leverage (liabilities/equity 8.9x).
Rules-based read computed from SEC figures — no Anthropic key set. Add ANTHROPIC_API_KEY to .env.local for a full Claude analysis.
SCHWAB CHARLES CORP shows $23.9B in FY2025 revenue (+22.0% YoY), a 37.0% net margin, and 17.9% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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Sources: SEC EDGAR (CIK 0000316709, latest 10-Q filed 2026-05-08) · EODHD · rules-based read · as of 6/17/2026, 7:45:19 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $18.5B | $20.8B | $18.8B | $19.6B | $23.9B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $5.86B | $7.18B | $5.07B | $5.94B | $8.85B |
| Diluted EPS | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 |
| Net margin | 31.6% | 34.6% | 26.9% | 30.3% | 37.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
74 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 1 open-market buy · 0 sales
| 2026-06-03 | Verdeschi Michael D CFO | Tax | 6.52K @ $87.42 | $570K |
| 2026-05-28 | Wurster Richard A President & CEO | Buy | 22.0K @ $84.23 | $1.85M |
| 2026-05-26 | ADAMS JOHN K JR Director | Award | 1.60K | |
| 2026-05-26 | Ruffel Charles A. Director | Award | 1.60K | |
| 2026-05-26 | Schwab-Pomerantz Carolyn Director | Award | 1.60K | |
| 2026-05-26 | Dea Joan Director | Award | 1.60K | |
| 2026-05-26 | Brown Marianne Catherine Director | Award | 1.60K | |
| 2026-05-26 | DODDS CHRISTOPHER V Director | Award | 1.60K |