Charles Schwab Corporation (SCHW)

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Charles Schwab Corporation (SCHW) — Tellvest

Latest Quarter Insights

2025 Q4

Sentiment

10/10

How this score was built

Base6Transcript+2EPS+1Guidance+1Final10

How this score was built

Base6Transcript+2

Macro Signals

↑Consumer Spending↑Credit↑AI & Tech

Key Themes7

positive📊 company

Record 2025 With $23.9B Revenue, $4.87 Adjusted EPS Up 50% YOY

Total net revenues reached a new record high of $23.9 billion for full year 2025. Adjusted EPS of $4.87, up 50% over last year. Q4 revenue of $6.3 billion up 19% YOY with adjusted pretax profit margin of just over 52%.

Revenue GrowthMargin

positive📊 company

NNA Of $519 Billion In 2025, Up 42% YOY With 5.1% Organic Growth

Core NNA reached $519 billion for full year 2025, a 42% increase over 2024. Organic growth rate reached 5.1%, within the 5-7% long-term target. New brokerage accounts of 4.7 million, up 13% over 2024.

Revenue GrowthDemand

positive📊 company

Q&A Topicsfrequency by quarter

	Demand	Margin	Capital Allocation	Credit	Innovation & R&D	Product Launch	Competitive Dynamics	Revenue Growth
2024Q4	3	2	5	3	1	2		2
2025Q1	4	3	2	3	1	1	1	1
2025Q2	3	4	2	1	2		2	2
2025Q3	4	4	2	2	3	1	2
2025Q4	5	3	3		1	3	2	1

	'24Q4	'25Q1	'25Q2	'25Q3	'25Q4
Demand	3	4	3	4	5
Margin	2	3	4	4	3
Capital Allocation	5	2	2	2	3
Credit	3	3	1	2
Innovation & R&D	1	1	2	3	1
Product Launch	2	1		1	3
Competitive Dynamics		1	2	2	2
Revenue Growth	2	1	2		1

Analyst Q&A10 analysts · 10 questions

Alex BlosteinGoldman Sachs

maybe just level set us what you assume for buybacks then? And again, how are you thinking about longer-term trajectory?

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Ben BudishBarclays

Could you give an update on the legacy Ameritrade customer base?

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Brennan HawkenBMO Capital Markets

View Financial Services sector trends →View Financial - Capital Markets industry trends →