StepStone Group Inc. (STEP) Stock: Price, Forecast & Analyst Target
StepStone Group Inc. (STEP) — MoonshotScore 20/100 (Weak band), calculated Oct 5, 2026. Price $45.27 (+1.25%), as of the Oct 2, 2026 trading session; market cap $5.84B. Expected results Nov 5, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 29.03× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 5, 2026
StepStone Group Inc. · STEP · NASDAQ · Financial Services · Asset Management
Research dated 2026-09-13: StepStone operates as an allocator and direct investor in private markets, building portfolios across private equity, real assets, and private debt. Rather than relying solely on direct corporate control, the firm structures its exposure through secondary purchases, fund commitments, and co-investments alongside other sponsors. The central tension for investors is whether steady base management fees can reliably offset the inherent volatility of performance-linked carried interest and ongoing operating cash outflows.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · StepStone Group (STEP)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Bottom-tier quality, a fragile balance sheet and stalling growth, and it’s expensive on top — broad distress, a capital-preservation call, not a value entry. Business Quality: Poor; Financial Safety: Fragile; Valuation: Rich; Growth Durability: Shrinking; Momentum: Falling.
- quarterly revenue $379M (Q1 FY2027, quarter ended Jun 2026)
- EPS beat 4 of 8
- Altman Z 0.20 · Piotroski F 4
Holding back: weak fundamentals, balance-sheet strain, a rich price, soft growth, weak price trend
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 20 | Weak | |
| 20 | Weak | |
| 20 | Weak | |
| 20 | Weak | |
| 20 | Weak | |
| 20 | Weak |
The score was 20 in the stored Oct 4, 2026 snapshot and remains 20 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability -8 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $45.27 | |
| Change on the day | +1.25% | |
| 52-week range | $38.85–$77.80 | |
| Market capitalisation | $5.84B | |
| Price / earnings (trailing) | 13.64 | |
| Shares traded on the day | 1.23M | |
| Beta (volatility vs the S&P 500) | 1.28 | |
| Dividends per share (last 12 months) | $1.72 | |
| Dividend yield (last 12 months) | 3.80% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextCouncil Score · weighted blend of 2 available disciplines
Council score for StepStone Group (STEP): Split View
37/100 · DSome lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
Three of these lenses read this company more favourably than the MoonshotScore does: Dalio-style lens, Griffin-style lens and Englander-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the STEP film — every key number, told as a short cinematic story
~2 min · open the film
What is StepStone Group (STEP), and what does it report?
Short answer · as of
The firm generates revenue primarily by charging fees to manage capital earmarked for private market investments.
Research dated 2026-09-13.
The firm generates revenue primarily by charging fees to manage capital earmarked for private market investments. The core of this income stream consists of traditional management and advisory fees, which provide a predictable baseline tied to committed or invested capital.
Layered on top of this base are carried interest allocations and incentive fees, which act as performance levers that swing based on the underlying valuation and realization of portfolio assets. Because these performance fees require marking illiquid holdings to current market values, total reported revenue can occasionally turn completely negative during periods of broader market stress before recovering.
What do the latest results show for StepStone Group (STEP)?
Short answer · as of
The most recent reported quarter, Q1 FY2027, carried revenue of $379M.
Research dated 2026-09-13.
Recent reporting periods show a persistent divergence between statutory accounting and market expectations. While the firm consistently posts net accounting losses and negative operating margins, statutory revenue has recovered from previous cyclical troughs.
At the same time, the business routinely surpasses consensus revenue and earnings estimates, indicating that analysts focus on adjusted fee-related earnings rather than unadjusted bottom-line losses. The underlying mechanism driving statutory losses includes heavy administrative costs and non-cash equity compensation that drag down operating margins even when top-line fee generation remains intact.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $378.89M Jun 30, 2026
- Latest quarter · SG&A
- $53.47M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- −$204.81M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $378.89M | Not available | $53.47M | −$204.81M |
| Mar 31, 2026 | $588.58M | Not available | $359.17M | −$20.34M |
| Dec 31, 2025 | $586.51M | Not available | $519.45M | −$221.25M |
| Sep 30, 2025 | $454.23M | Not available | $929.76M | −$722.75M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $300.60M Aug 6, 2026
- Latest report · revenue estimate
- $309.32M Aug 6, 2026
- Latest report · revenue vs estimate
- Below estimate Aug 6, 2026
- Latest report · EPS vs estimate
- Below estimate Aug 6, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 6, 2026 | $300.60M | $309.32M | $0.4800 | $0.5040 |
| May 20, 2026 | $305.84M | $292.11M | $0.5700 | $0.5220 |
| Feb 5, 2026 | $494.50M | $395.05M | $0.6500 | $0.6000 |
| Nov 6, 2025 | $282.34M | $272.32M | $0.5400 | $0.4851 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 FY2027 | $379M | -$116M | -$1.41 (diluted) |
| Q4 FY2026 | $589M | -$8M | -$0.10 (diluted) |
| Q3 FY2026 | $587M | -$123M | -$1.55 (diluted) |
| Q2 FY2026 | $454M | -$366M | -$4.66 (diluted) |
What are the financial strengths and risks for StepStone Group (STEP)?
Short answer
Cash and short-term investments were $201.17M at the Jun 30, 2026 balance-sheet date. Operating cash flow was −$457.51M for the quarter ended Jun 30, 2026, meaning operations used cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet carries significant leverage, with total debt far exceeding the available liquidity pool of cash and short-term investments. Operating cash flow has turned negative in recent periods, meaning the firm must rely on external financing or asset realizations to maintain its current payout structures and investment commitments.
A prolonged freeze in private market exit activity poses the most acute risk to this model. A lack of liquidity events would simultaneously trap carried interest distributions and constrain clients from committing capital to future investment vehicles.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- −$457.51M Jun 30, 2026
- Previous quarter · operating cash flow
- −$23.20M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | −$457.51M | −$550,000 |
| Mar 31, 2026 | −$23.20M | −$760,000 |
| Dec 31, 2025 | $27.16M | −$430,000 |
| Sep 30, 2025 | $16.24M | −$330,000 |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at StepStone Group (STEP)?
Short answer · as of
The next earnings report is expected on Nov 5, 2026.
Research dated 2026-09-13.
The upcoming earnings release will show whether cash generation from core operations can return to positive territory or if cash burn is accelerating. Market participants will also monitor the dividend declaration, as the firm currently maintains a regular payout schedule despite statutory net losses and negative operating cash flows.
Additionally, recent transaction logs show a clear trend of net selling by corporate insiders, making future regulatory disclosures critical for assessing internal confidence in the current valuation.
How does StepStone Group compare with its peers?
Short answer
StepStone Group's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Most traditional alternative asset managers focus heavily on direct majority buyouts and operating control of target companies. This firm differentiates itself by functioning largely as an architect of private market exposure, blending primary fund commitments, secondary market purchases, and co-investments alongside other sponsors.
This hybrid structure reduces the binary risk associated with individual company failures but makes the firm highly dependent on the broader ecosystem of competing private equity sponsors continuing to launch products and execute deals.
| Company | Price | Market value | Score |
|---|---|---|---|
| $113.23 Oct 2, 2026 | $7.08B | 98 5-pillar Oct 5, 2026 | |
| $371.43 Oct 2, 2026 | $9.81B | 97 5-pillar Oct 5, 2026 | |
| $56.07 Oct 2, 2026 | $4.26B | 95 5-pillar Oct 5, 2026 | |
| $12.54 Oct 2, 2026 | $3.27B | 90 5-pillar Oct 5, 2026 | |
| $158.14 Oct 2, 2026 | $10.1B | 89 5-pillar Oct 5, 2026 | |
| $35.00 Oct 2, 2026 | $3.26B | 88 5-pillar Oct 5, 2026 | |
| $87.04 Oct 2, 2026 | $4.83B | 85 5-pillar Oct 5, 2026 | |
| $94.17 Oct 2, 2026 | $3.36B | 85 5-pillar Oct 5, 2026 | |
| $9.58 Oct 2, 2026 | $4.43B | 80 5-pillar Oct 5, 2026 | |
| $155.04 Oct 2, 2026 | $9.64B | 77 5-pillar Oct 5, 2026 | |
| $55.11 Oct 2, 2026 | $5.12B | 74 5-pillar Oct 5, 2026 | |
| $73.00 Oct 2, 2026 | $3.75B | 67 5-pillar Oct 5, 2026 | |
| StepStone Group (STEP) — this page | $45.27 | $5.84B | 20 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $55.00 – $85.00
- Consensus target
- $63.88
- Median target
- $61.50
Consensus record · Captured .
Measured against a quoted price of $45.27 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 14
- Identified insiders
- 7
- Purchases
- 2
- Sales
- 7
- Other transactions
- 5
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 286 Period end Jun 30, 2026
- Previous quarter · holders
- 270 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 11,972,263 |
| Millennium Management LLC | 5,619,498 |
| Wellington Management Group Llp | 5,189,963 |
| Price T Rowe Associates INC /Md/ | 5,167,251 |
| Vanguard Portfolio Management LLC | 4,674,073 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about StepStone Group (STEP)?
Common Questions About STEP (Financial Services)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How does carried interest affect the income statement?
Because accounting rules require the firm to mark its performance-based fee allocations to current market valuations, unrealized portfolio gains and losses flow directly through the top line. This mechanism causes statutory revenue to fluctuate wildly, occasionally turning negative during broader market drawdowns even when core management fees remain stable.
Why are insiders reducing their positions?
Executives and directors have been net sellers of the stock over recent months, though regulatory filings only record the transactions and not the underlying motives. While these sales reduce individual exposure, institutional asset managers continue to hold the vast majority of the outstanding equity.
Are the regular dividend payouts supported by operating cash flow?
Recent reporting periods show operating cash flow sitting deeply in negative territory, meaning internal cash generation does not currently cover the cash required for distributions. To sustain these payouts, the firm must rely on existing balance sheet liquidity or external financing sources.
How do analysts view the persistent net accounting losses?
Sell-side researchers largely look past the statutory net losses, maintaining positive ratings and setting price targets that imply upside potential. Their models typically emphasize adjusted fee-related earnings and distributable earnings rather than the unadjusted accounting figures depressed by non-cash compensation and unrealized mark-to-market adjustments.
What is the STEP stock price today?
The last price recorded on this page for StepStone Group Inc. (STEP) is $45.27, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the STEP price target?
The analyst consensus price target for StepStone Group Inc. (STEP) is $63.88 (range $55.00 to $85.00, median $61.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (78 figures)
The 78 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | 277 Park Avenue, 45TH Floor, NEW York, NY, 10172 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "277 Park Avenue, New York, NY, 10172, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 5, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $45.27 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:14:29.227Z. | |
px.change | Change on the day | +1.25% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $5.84B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T21:14:27.930Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.56 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q1 FY2027 | $379M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $38.85–$77.80 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 13.64 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.23M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.28 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Scott Hart | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Monte Brem — Co-Founder & Executive Chairman | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 1,355 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2026: FY2022 revenue $1.37B, net result $193.89M; FY2023 revenue −$67.57M, net result −$18.40M; FY2024 revenue $711.63M, net result $58.09M; FY2025 revenue $1.17B, net result −$179.56M; FY2026 revenue $1.99B, net result −$521.36M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Incentive Fees $220.13M · Carried Interest Allocation $708.29M · Management And Advisory Fees, Net $926.47M · Legacy Carried Interest Allocation $138.71M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 60.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $378.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $53.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | −$204.81M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $588.58M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $359.17M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | −$20.34M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $586.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $519.45M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$221.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $454.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $929.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | −$722.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-06.revenue_actual | Revenue · reported — report date 2026-08-06 | $300.60M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.revenue_estimated | Revenue · estimate — report date 2026-08-06 | $309.32M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_actual | EPS · reported — report date 2026-08-06 | $0.4800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_estimated | EPS · estimate — report date 2026-08-06 | $0.5040 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-20.revenue_actual | Revenue · reported — report date 2026-05-20 | $305.84M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-20.revenue_estimated | Revenue · estimate — report date 2026-05-20 | $292.11M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-20.eps_actual | EPS · reported — report date 2026-05-20 | $0.5700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-20.eps_estimated | EPS · estimate — report date 2026-05-20 | $0.5220 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $494.50M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $395.05M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $0.6500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $0.6000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.revenue_actual | Revenue · reported — report date 2025-11-06 | $282.34M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.revenue_estimated | Revenue · estimate — report date 2025-11-06 | $272.32M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.eps_actual | EPS · reported — report date 2025-11-06 | $0.5400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.eps_estimated | EPS · estimate — report date 2025-11-06 | $0.4851 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q1 FY2027 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $201.17M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | −$457.51M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $264.45M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $1.57B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | −$457.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$23.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$550,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$760,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $27.16M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$430,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $16.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$330,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $55.00 – $85.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $63.88 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $61.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 14 transactions · 2 purchases, 7 sales, 5 other transactions · 7 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 286 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 270 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 11,972,263 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Millennium Management LLC — shares in provider snapshot | 5,619,498 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Wellington Management Group Llp — shares in provider snapshot | 5,189,963 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 5,167,251 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 4,674,073 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-09 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 0.20 · Piotroski F 4 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 29.03× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $201.17M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.72 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 3.80% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-06.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($300.60M) with the recorded estimate ($309.32M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-06.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.4800) with the recorded estimate ($0.5040) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 20 of 100 · Weak · pillars 12 / 10 / 21 / 9 / 15 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 20 (stored snapshot Oct 4, 2026) → 20 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-06.revenue_actual,earn.history.depth.2026-08-06.revenue_estimated,earn.history.depth.2026-08-06.revenue_actual.comparison,earn.history.depth.2026-08-06.eps_actual.comparison,earn.history.depth.2026-08-06.eps_actual,earn.history.depth.2026-08-06.eps_estimated,earn.history.depth.2026-05-20.revenue_actual,earn.history.depth.2026-05-20.revenue_estimated,earn.history.depth.2026-05-20.eps_actual,earn.history.depth.2026-05-20.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-11-06.revenue_actual,earn.history.depth.2025-11-06.revenue_estimated,earn.history.depth.2025-11-06.eps_actual,earn.history.depth.2025-11-06.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | StepStone Group Inc. is a private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Incentive Fees: $220.13M; Carried Interest Allocation: $708.29M; Management And Advisory Fees, Net: $926.47M; Legacy Carried Interest Allocation: $138.71M | 2026-03-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-06 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $1.57B; Liquidity basis: cash and short-term investments; Total liabilities: $6.53B; Cash and short-term investments: $201.17M; Cash and investments: $465.60M; Long-term investments: $264.45M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Trailing twelve-month ratio set | Quick ratio: 24.59; Current ratio: 24.59; Debt to equity: -2.91; Net margin: -30.5%; Gross margin: 60.9%; Operating margin: -58.2%; Return on assets: -7.9%; Return on equity: 156.7% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Next earnings report | Date: 2026-11-05; EPS estimate: $0.58 per share; Revenue estimate: $330.13M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-31 | FMP | Financial Modeling Prep (FMP) dividend history |
| Insider transactions, last 180 days | Net shares: -261,140; Window days: 180; Price low: $0; Clustered days: 2026-09-08; Price high: $50.74; Buy transactions: 2; Distinct insiders: 7; Sell transactions: 7; Other transactions: 8; Total transactions: 17; Other transaction types: A-Award: 5, D-Return: 1, C-Conversion: 2; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-09-08 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management The company's SEC filings classify it under SIC 6282 — Investment Advice. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Institutional ownership (13F) | Holders: 286; Quarter: 2026-06-30; Ownership: 98.2%; Holders previous quarter: 270 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| What the sources do not tell us | Captured record · 3 entries
Each entry names a family of information the packet has no fact for.; The list is drawn from a fixed catalogue keyed to fact ids — it is not written per ticker and contains no generated text.; An absent family means our sources did not answer; it does not mean the company has nothing to report. | 2026-09-13 | COMPUTED | Derived from which sources answered this build |
| Analyst actions, most recent per firm | Captured record · 8 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-08-27 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Price targets in force | Low: $50; High: $105; Target count: 20 | 2026-09-09 | FMP | Financial Modeling Prep (FMP) price targets |
Data provided for informational purposes only.