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Schwab's profit drops less than expected on asset management strength

Published 07/18/2023, 09:00 AM
Updated 07/18/2023, 12:01 PM
© Reuters. FILE PHOTO: A view of the Charles Schwab office location in Manhattan, New York, U.S., November 15, 2021. REUTERS/Andrew Kelly/File Photo
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(Reuters) -U.S. brokerage firm Charles Schwab (NYSE:SCHW) reported a smaller-than-expected drop in second-quarter profit on Tuesday as a jump in asset management fees helped soften the hit from a decline in interest revenue.

The company's shares rose as much as 14% to $66.95, highest in over four months.

Charles Schwab relies primarily on clients' uninvested cash to fund its interest-earning businesses such as purchase of fixed-income assets and lending.

However, some clients have been moving cash to alternatives that fetch better returns to make the most of a high-interest rate environment following hefty rate hikes by the U.S. Federal Reserve to rein in sticky inflation.

Schwab has had to turn to supplementary funding sources to counter this churn. Last month, the Westlake, Texas-based company said it was relying on more expensive funding sources, like borrowing from the Federal Home Loan Bank, to supplement its cash flow.

This weighed on Schwab's net interest revenue. It tumbled 10% to $2.29 billion in the second quarter.

However, CEO Walt Bettinger said the company was seeing a "substantial deceleration" in the daily pace of cash outflows versus prior months.

"The continuation of this trend through the end of the quarter further strengthens our conviction that this realignment activity will inflect before the end of 2023."

Meanwhile, inflows into the company's funds boosted asset management and administration fees by 12% to $1.17 billion.

© Reuters. FILE PHOTO: A view of the Charles Schwab office location in Manhattan, New York, U.S., November 15, 2021. REUTERS/Andrew Kelly/File Photo

The earnings report comes during a banks-heavy results week when investors will be scrutinizing updates for any sign of lingering trouble after the banking crisis earlier this year rattled the industry.

Excluding one-time costs, Schwab's profit fell 25% to $1.49 billion, or 75 cents per share, for the three months ended June 30. Analysts had expected 71 cents per share, according to Refinitiv IBES data.

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