SCHW · News · 20261016N

Guidance and Outlook

SCHWAB CHARLES CORP · 2026-10-16 · Importance 47 · Surprise 60 · In source text

Third-party coverage reported that Charles Schwab’s projected annual revenue and net interest margin growth were lower than previously expected. Analysts attributed the revised outlook to funding-cost pressure, the timing of net interest income recovery, and changing market conditions. The revisions occurred despite strong organic asset growth, platform engagement, and expense management, and led several firms to reduce price targets.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativeprobable—Charles Schwab projected lower annual revenue and net interest margin growth after Q3 2026.
marginnegativeprobable—Charles Schwab projected lower annual revenue and net interest margin growth after Q3 2026.