核心观点 - 市场预期查尔斯·施瓦布公司（Charles Schwab Corporation, SCHW）在2024年第二季度将实现收入和利润的同比增长 公司即将发布的财报将决定其股价的短期走势 如果实际业绩超出预期 股价可能上涨 反之则可能下跌 [1] 预期业绩 - 公司预计在即将发布的季度报告中每股收益为0.76美元 同比增长1.3% [2] - 预计季度收入为46.8亿美元 同比增长0.4% [2] 预期修订趋势 - 在过去30天内 市场对公司季度每股收益的共识预期下调了0.93% 这反映了覆盖分析师在此期间对初始估计的集体重新评估 [2] 盈利预测模型 - Zacks盈利ESP模型通过比较最准确估计和Zacks共识估计来预测盈利惊喜 最准确估计是Zacks共识每股收益估计的最新版本 分析师在财报发布前修订的估计可能比早期的共识预测更准确 [3] - 正的盈利ESP读数理论上表明实际盈利可能偏离共识估计 但该模型的预测能力仅对正ESP读数显著 [3] 盈利惊喜预测 - 正的盈利ESP与Zacks排名1（强力买入）、2（买入）或3（持有）结合时 是盈利超预期的强预测指标 研究表明 这种组合的股票在近70%的情况下会产生正惊喜 [4] - 负的盈利ESP读数并不预示着盈利失误 但对于具有负盈利ESP读数和/或Zacks排名4（卖出）或5（强力卖出）的股票 预测盈利超预期的难度较大 [4] 查尔斯·施瓦布的具体情况 - 对于查尔斯·施瓦布 最准确估计低于Zacks共识估计 表明分析师最近对公司盈利前景变得悲观 这导致盈利ESP为-7.12% [5] - 公司目前持有Zacks排名3 这使得难以确定公司是否会超出共识每股收益估计 [5][6] 盈利惊喜历史 - 在最近一个季度 公司实际每股收益为0.74美元 超出预期0.73美元 惊喜率为+1.37% [7] - 在过去四个季度中 公司四次超出共识每股收益估计 [7] 结论 - 盈利超预期或失误可能不是股价上涨或下跌的唯一原因 其他因素也可能影响股价 尽管如此 选择预计会超出盈利预期的股票确实增加了成功的几率 [8] - 查尔斯·施瓦布似乎不是一个有说服力的盈利超预期候选者 但投资者应关注其他因素 以决定是否在财报发布前买入或避开该股 [8]

Charles Schwab (SCHW) has reported its monthly activity report for May 2024. The company’s core net new assets of $31 billion surged substantially from $1 billion recorded in the previous month and 50% from the prior-year month.Schwab’s total client assets in May 2024 were $9.21 trillion, up 4% from the April 2024 level and 20% from May 2023. Client assets receiving ongoing advisory services were $5.25 trillion, rising 17% from the prior month and 35% year over year.  Schwab’s average interest-earning asset ...

Close-up of sign with logo at Charles Schwab financial adviser branch in Pleasanton, California, ... [+] March 26, 2018. (Photo by Smith Collection/Gado/Getty Images)GettyCharles Schwab stock (NYSE: SCHW) has gained 8% YTD as compared to the 12% rise in the S&P500 index over the same period. In sharp contrast, Charles Schwab’s peer Goldman Sachs (NYSE: GS) is up 20% since the beginning of 2024. Overall, at its current price of $74 per share, SCHW is trading 5% below its fair value of $78 – Trefis’ estimate ...

Shares of Charles Schwab (SCHW) tanked 4.6% yesterday following a disappointing management view for the second quarter. At its first Institutional Investor Day, chief financial officer Peter Crawford stated that adjusted earnings for the ongoing quarter are not expected to grow on a sequential basis, and net interest margin expansion is likely to be modest.For the first quarter of 2024, Schwab posted adjusted earnings of 74 cents per share. This was well below the company’s guidance of 80-90 cents per share ...

Charles Schwab (SCHW) has reported its monthly activity report for April 2024. The company’s core net new assets of $1 billion declined 98% from the previous month’s level but increased 143% from the prior-year month.Schwab’s total client assets in April 2024 were $8.85 trillion, down 3% from the March 2024 level and up 16% from April 2023. Client assets receiving ongoing advisory services were $4.50 trillion, down 3% from the prior month and up 15% year over year.Schwab’s average interest-earning assets of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended March 31, 2024 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from ________ to ________ Commission File Number: 1-9700 THE CHARLES SCHWAB CORPORATION (Exact name of registrant as specified in its charter) Delaware 94-3025021 (State or o ...

The Charles Schwab Corporation (SCHW) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this company have returned +4.4% over the past month versus the Zacks S&P 500 composite's -4.2% change. The Zacks Financial - Investment Bank industry, to which Charles Schwab belongs, has gained 0.3% over this period. Now the key question is: Where could the stock be headed in the near term ...

Charles Schwab's bank account deposits declined substantially during the Federal Reserve's aggressive interest-rate-hiking campaign. Here's the latest update on their current situation.One year ago, deposit outflows became a real problem for banks, and a few failed because of it. One financial company that struggled with falling deposits is Charles Schwab (SCHW 0.13%). That's because rising interest rates have made it more attractive for investors to move their money into higher-yielding alternatives. Inves ...

Subscribers to Chart of the Week received this commentary on Sunday, April 21.There aren’t many constants on Wall Street, but one is bank stocks paving the way for the new cycle of quarterly reports. They always offer investors a sneak peek of what to expect each earnings season. One of the first to enter the ring is usually Charles Schwab (SCWH), which took a haircut back in January on the back of a disappointing fourth quarter whiff. This time around, the banking giant’s first-quarter earnings and revenue ...

公司业绩 - 第一季度2024年，公司核心净新增资产达到450亿美元，年增长率为6%[1] - 总客户资产达到创纪录的9.1万亿美元，同比增长20%[1] - 调整后净收入为47亿美元，同比增长6%[1] - 调整后净利润为15亿美元，每股摊薄收益为0.74美元[1] - 第一季度新开设的经纪账户超过100万个[2] - 第一季度净收入为47.4亿美元，较去年同期下降7%[15] - 资产管理和管理费收入为13.48亿美元，较去年同期增长21%[15] - 交易收入为8.17亿美元，较上一季度增长7%[15] - 总体净利润为13.62亿美元，较上一季度增长30%[15] - 每股基本收益为0.69美元，较上一季度增长35%[15] - 现金及现金等价物为318亿美元，较上一季度下降35%[15] - 净利息收入为22.33亿美元，净利息率为2.02%[16] - 资产管理和管理费收入为13.48亿美元，较去年同期增长21%[17] - 其他资产管理和管理费为6.9亿美元，较去年同期增长11%[17] - 其他资产相关费用为0.69亿美元[18] - 客户账户资产总额在2024年第一季度达到9118.4亿美元，较2023年同期增长20%[19] - 客户账户中的专有互惠基金和CTFs总额为721.7亿美元，较2023年同期增长39%[19] - 2024年第一季度，客户账户中的交易所交易基金总额为2019.5亿美元，较2023年同期增长28%[19] - 2024年第一季度，客户账户中的股票和其他证券总额为3467.7亿美元，较2023年同期增长25%[19] - 2024年第一季度，客户账户中的固定收益证券总额为779.0亿美元[19] - 2024年第一季度，客户账户中的保证金贷款余额为68.1亿美元，较上一季度增长13%[19] - 2024年第一季度，客户账户中的净新资产总额为88.2亿美元，较上一季度增长33%[19] - 2024年第一季度，新增经纪账户数量为1094个，较上一季度增长20%[19] - 2024年第一季度，活跃经纪账户数量为35301个，较上一季度增长1%[19] - 2024年第一季度，银行账户数量为1885个，较上一季度增长3%[19] - 2023年3月，公司从平台外的Schwab银行零售CD中获得了190亿美元的资金流入[25] - 2023年10月至12月，公司与一家大型国际客户的关系出现了资金流出，分别为8亿、6.2亿和5.4亿美元[25] - 2023年4月，公司从一家共同基金清算服务客户处获得了120亿美元的资金流入[25] 费用和资本 - 资产管理和管理费用同比增长21%，达到创纪录的13亿美元[4] - 客户交易活动的混合变化导致每笔交易的平均收入下降5%，为2.25美元[4] - 总费用同比下降2%，其中收购和整合相关成本、收购无形资产摊销和重组成本降低了40%至1.4亿美元[4] - Charles Schwab银行的资本比率继续增长，初步的第一层杠杆和调整后的第一层杠杆分别达到10.4%和5.7%[4] - 2024年第一季度，公司调整了GAAP财务指标，以排除收购和整合相关成本，摊销收购的无形资产和重组成本[35] - 2024年第一季度，公司的调整后总费用为2802万美元，调整后净收入为1469万美元[35] - 2024年第一季度，公司的调整后税前利润率为40.9%[37] - 2024年第一季度，公司的调整后每股稀释收益为0.74美元[37] - 2024年第一季度，公司的调整后资本回报率为39%[38] - 2024年第一季度，公司的调整后调整后一级杠杆比率为5.3%[38]