| SCHW |
Report |
NIM (2Q26) |
BEAT |
pred ~3.01% vs. cons 2.98% |
MEDIUM |
| SCHW |
Report |
DATs (2Q26) |
MISS |
pred ~9.7M vs. cons 11.0M |
MEDIUM |
| SCHW |
Report |
Core NNA (2Q26) |
BEAT |
pred ~$112B vs. cons $108.3B |
MEDIUM |
| SCHW |
Guide |
FY2026 EPS Scenario (FY26) |
UNCHANGED |
guide ~$6.30-6.40 vs. cons $6.30 |
LOW |
| SCHW |
Guide |
FY2026 NIM (FY26) |
BETTER |
guide ~3.05-3.15% vs. cons 3.05% |
MEDIUM |
| SCHW |
Guide |
Cash Sweep / Qualitative Tone (FY26) |
UNCHANGED |
Confident reaffirmation; ETF monetization update |
MEDIUM |
| SCHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| SCHW |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — FY NIM trajectory confirmed; sell-side digests out-period math; short covering provides modest bid |
LOW |