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Charles Schwab's Q4 Results: Earnings Fall But Asset Growth Remains Strong

Published 17/01/2024, 14:49
© Reuters.  Charles Schwab's Q4 Results: Earnings Fall But Asset Growth Remains Strong
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Benzinga - by Vandana Singh, Benzinga Editor.

Shares of Charles Schwab Corporation (NYSE:SCHW) traded lower after the brokerage giant reported fourth-quarter 2023 earnings.

The firm’s fourth-quarter adjusted net income fell 36% from a year earlier to $1.367 billion.

Adjusted EPS fell from $1.07 to $0.68, beating the consensus of $0.64, according to data from Benzinga Pro.

Revenue fell 19% to $4.46 billion, marginally missing the consensus of $4.48 billion.

The bank had $290 billion in deposits at the end of the fourth quarter of 2023, down 21% from the end of 2022.

Net interest revenue declined 30% Y/Y to $2.13 billion in the fourth quarter. Clients’ daily average trades fell to 5.192 million, down 4% from a year ago.

In 2023, Schwab attracted $306 billion in core net new assets, including over $43 billion in December alone, pushing the total client assets to $8.52 trillion at year-end.

The company welcomed 977 thousand new retail households and 315 advisors-in-transition.

The company added 3.8 million new brokerage accounts to increase the total client base to 34.8 million.

The successful Ameritrade integration transitioned 90% of client assets and accounts by the end of 2023.

CFO Peter Crawford stated, “Schwab’s financial performance during 2023 reflected the challenges of navigating a market environment shaped by the Federal Reserve’s pronounced interest rate tightening policy and the follow-on effects stemming from the regional banking crisis in March.

Price Action: SCHW shares were down 7% at $59.79 during early morning trading on Wednesday.

Now Read: VIX At 2-Month High: Fears Mount As Markets Re-Assess Rate Cut Premium

Photo: Shutterstock

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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