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StoneX Group Inc. (SNEX) Stock: Price, Forecast & Analyst Target

StoneX Group Inc. (SNEX) — MoonshotScore 77/100 (Strong band), calculated Oct 5, 2026. Price $65.81 (+0.63%), as of the Oct 2, 2026 trading session; market cap $7.82B. Expected results Nov 23, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 3.56× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 23, 2026

$65.81 +$0.41 (+0.63%) Market Cap $7.82B

StoneX Group Inc. · SNEX · NASDAQ · Financial Services · Financial - Capital Markets

Research dated 2026-09-13: StoneX Group connects commercial hedgers, financial institutions, retail traders and payment customers with markets through execution, clearing, risk management, physical commodities and foreign exchange services. The case depends on whether growth in gross profit and earnings can continue while thin margins, heavy liabilities and volatile cash conversion remain manageable.

Price as of Oct 2, 2026

Key Statistics

77 of 100

MoonshotScore v2 · StoneX Group (SNEX)

Strong
Business Quality Elite (80)
Financial Safety Okay (49)
Valuation Fair (75)
Growth Durability Compounding (94)
Momentum Quiet (45)
Why 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?
The ten-second read ·

High quality and elite growth, at a cheap price, though the balance sheet is only middling. Business Quality: Elite; Financial Safety: Okay; Valuation: Fair; Growth Durability: Compounding; Momentum: Quiet.

  • quarterly revenue $40.19B (Q3 FY2026, quarter ended Jun 2026)
  • EPS beat 5 of 8
  • Altman Z 3.15 · Piotroski F 6

Helping: business quality, an attractive price, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for SNEX (29 recorded, newest six shown)
RecordedScoreBand
57Fair
79Strong
79Strong
79Strong
77Strong
77Strong

The score moved from 76 in the stored Oct 4, 2026 snapshot to 77 in the current publication computed Oct 5, 2026 (+1); the largest pillar moves were Momentum +4 and Growth Durability +2. 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

Dates shown where recorded
MeasureValueAs of
Latest provided price$65.81
Change on the day+0.63%
52-week range$36.45 – $94.66
Market capitalisation$7.82B
Price / earnings (trailing)10.68
Shares traded on the day1.18M
Beta (volatility vs the S&P 500)0.64

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $37, high $93, latest $66. 4 reported quarters marked, 3 above and 1 below the recorded estimate. $93 $37 high $93 Nov 24, 2025 · Earnings results · reported below the recorded estimate · close $371Feb 4, 2026 · Earnings results · reported above the recorded estimate · close $542May 6, 2026 · Earnings results · reported above the recorded estimate · close $813Aug 5, 2026 · Earnings results · reported above the recorded estimate · close $664 Sep 5, 2025 Oct 2, 2026 · $66 $46Sep 5, 2025$41Sep 19, 2025$45Oct 3, 2025$45Oct 17, 2025$41Oct 31, 2025$40Nov 14, 2025$40Nov 28, 2025$43Dec 12, 2025$45Dec 26, 2025$46Jan 9, 2026$48Jan 23, 2026$54Feb 6, 2026$57Feb 20, 2026$48Mar 6, 2026$46Mar 20, 2026$56Apr 2, 2026$71Apr 17, 2026$70May 1, 2026$73May 15, 2026$76May 29, 2026$87Jun 12, 2026$90Jun 26, 2026$78Jul 10, 2026$74Jul 24, 2026$66Aug 7, 2026$68Aug 21, 2026$69Sep 4, 2026$67Sep 18, 2026$66Oct 2, 2026

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 · below the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above 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

As of

  1. Next results dueProvider estimate

The provider's estimated date can change.

What to watch next

Other perspectives

Council score for StoneX Group (SNEX): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

9-Factor Breakdown

Revenue Growth Moderate
Gross Margin Weak
Operating Leverage Moderate
Cash Runway Strong
R&D Intensity Neutral
Insider Activity Weak
Trading Liquidity Strong
Price Momentum Moderate
News Sentiment Neutral

Legends Council

6 lenses, 0 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

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Neutral read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Favorable read
Klarman-style lens (simulated) Seth Klarman Favorable read
Moon AI lens (model) Neutral read

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Weak
Revenue Growth Strong
Debt/Equity Negative
ROE Strong
Gross Margin Negative

Read on: Sep 10, 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.

On Sep 10, 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 SNEX film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is StoneX Group (SNEX), and what does it report?

Short answer · as of

StoneX is not mainly a conventional investment bank.

Research dated 2026-09-13.

StoneX is not mainly a conventional investment bank. It combines commercial hedging and clearing, institutional securities dealing, retail trading and precious-metals sales, wealth services, and foreign exchange payments for customers ranging from corporations and banks to charities and government bodies.

Reported revenue is overwhelmingly concentrated in precious-metals trading, while gross and net margins are narrow. Gross profit, operating profit and net income therefore say more about the economics retained by StoneX than headline revenue viewed alone.

Sources (as of 2026-09-13): Business description; Revenue by segment; Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Trailing twelve-month ratio set

2 · Latest results

What do the latest results show for StoneX Group (SNEX)?

Short answer · as of

The most recent reported quarter, Q3 FY2026, carried revenue of $40.19B.

Research dated 2026-09-13.

The latest reported period interrupted the preceding sequential advance: revenue, gross profit, operating result and net result all retreated from the immediately prior period. Each remained above the comparable earlier period, and the published earnings comparison still cleared revenue and per-share profit estimates.

StoneX earns through commissions, clearing fees, spreads, dealing activity, financing and payment services alongside physical commodity sales. Because the precious-metals operation generates immense turnover at narrow margins, changes in retained economics can matter far more than changes in raw revenue.

Sources (as of 2026-09-13): Quarterly income statement (USD thousands); Reported versus estimated, last 8 quarters; Revenue by segment; Trailing twelve-month ratio set; Business description; Most recent periodic reports

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$40.19B Jun 30, 2026
Latest quarter · SG&A
$503.40M Jun 30, 2026
Latest quarter · FMP standardized operating result
$698.60M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$40.19BNot available$503.40M$698.60M
Mar 31, 2026$45.76BNot available$32.40M$717.40M
Dec 31, 2025$39.03BNot available$110.30M$677.10M
Sep 30, 2025$32.72BNot available$101.30M$547.50M

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
$1.47B Aug 5, 2026
Latest report · revenue estimate
$1.32B Aug 5, 2026
Latest report · revenue vs estimate
Above estimate Aug 5, 2026
Latest report · EPS vs estimate
Above estimate Aug 5, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 5, 2026$1.47B$1.32B$1.0000$0.8570
May 6, 2026$1.57B$1.37B$1.3800$1.0700
Feb 4, 2026$1.44B$1.24B$1.1100$0.9200
Nov 24, 2025$1.20B$1.04B$0.7000$0.9670

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
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q3 FY2026$40.19B$128M$1.00 (diluted)
Q2 FY2026$45.76B$174M$2.07 (diluted)
Q1 FY2026$39.03B$139M$1.67 (diluted)
Q4 FY2025$32.72B$86M$1.05 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for StoneX Group (SNEX)?

Short answer

Cash and short-term investments were $2.19B at the Jun 30, 2026 balance-sheet date. Operating cash flow was −$1.34B for the quarter ended Jun 30, 2026, meaning operations used cash. These figures do not establish a cash runway.

Research dated 2026-09-13.

Cash and short-term investments have risen materially across the reported history and stand at the high end of that series. Even so, debt and total liabilities dwarf that liquidity pool, leverage is elevated relative to equity, and the current and quick ratios indicate limited balance-sheet coverage.

Operating cash flow has swung between substantial inflows and outflows even while capital expenditure remained comparatively modest. That disconnect means positive accounting earnings do not assure positive cash generation in any reporting period; combined with narrow margins and a liability-heavy balance sheet, it is the financial risk that deserves the closest scrutiny.

Sources (as of 2026-09-13): Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Trailing twelve-month ratio set; Operating cash flow by quarter (USD millions); Quarterly income statement (USD thousands); Distress and quality screens

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
−$1.34B Jun 30, 2026
Previous quarter · operating cash flow
$4.21B Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026−$1.34B−$16.20M
Mar 31, 2026$4.21B−$21.30M
Dec 31, 2025−$1.26B−$15.20M
Sep 30, 2025$3.53B−$20.50M

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.

4 · What to check next?

What should you watch next at StoneX Group (SNEX)?

Short answer · as of

The next earnings report is expected on Nov 23, 2026.

Research dated 2026-09-13.

At the scheduled earnings release, watch whether gross profit, operating profit and net income resume their advance after the latest sequential retreat, and whether reported earnings continue to clear expectations. Headline revenue should be read alongside the precious-metals mix rather than treated as a standalone measure of operating progress.

Cash conversion needs its own test. A return to positive operating cash flow, continued liquidity accumulation and a stable relationship between cash, debt and total liabilities would be more informative than profit growth without corresponding cash generation.

Sources (as of 2026-09-13): Next earnings report; Reported versus estimated, last 8 quarters; Quarterly income statement (USD thousands); Revenue by segment; Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Cash, investments and debt; Recent SEC filings

5 · Peer comparison

How does StoneX Group compare with its peers?

Short answer

StoneX Group's score ranks 4th 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.

StoneX combines roles that peers often separate: commodities intermediary, clearing broker, securities dealer, retail trading platform, precious-metals merchant and cross-border payments provider. Its commercial offering also extends beyond trade execution into hedging advice, commodity finance and logistics.

That mix makes comparisons based on revenue multiples especially awkward. Physical precious-metals sales produce enormous reported turnover, while commissions, clearing fees and retained trading economics are much smaller; profitability and balance-sheet demands therefore provide a cleaner comparison than sales scale alone.

Sources (as of 2026-09-13): Sector / industry (provider taxonomy); Business description; Revenue by segment; Trailing twelve-month ratio set; Cash, investments and debt

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Marex Group plc (MRX) Same industry, near in market value$72.75 Oct 2, 2026$5.23B98 5-pillar Oct 5, 2026
XP Inc. (XP) Same industry, near in market value$21.50 Oct 2, 2026$11.3B91 5-pillar Oct 5, 2026
Virtu Financial, Inc. (VIRT) Named competitor$58.79 Oct 2, 2026$12.5B84 5-pillar Oct 5, 2026
StoneX Group (SNEX) — this page$65.81$7.82B77
Raymond James Financial, Inc. (RJF) Named competitor$158.21 Oct 2, 2026$30.4B76 5-pillar Oct 5, 2026
Nelnet, Inc. (NNI) Named competitor$123.87 Oct 2, 2026$4.45B76 5-pillar Oct 5, 2026
BGC Group, Inc. (BGC) Named competitor$11.78 Oct 2, 2026$5.58B75 5-pillar Oct 5, 2026
MarketAxess Holdings Inc. (MKTX) Same industry, near in market value$164.14 Oct 2, 2026$5.78B69 5-pillar Oct 5, 2026
Evercore Inc. (EVR) Same industry, near in market value$261.68 Oct 2, 2026$10.1B68 5-pillar Oct 5, 2026
Jefferies Financial Group Inc. (JEF) Same industry, near in market value$45.97 Oct 2, 2026$9.35B67 5-pillar Oct 5, 2026
Axos Financial, Inc. (AX) Named competitor$88.93 Oct 2, 2026$5.06B63 5-pillar Oct 5, 2026
Stifel Financial Corp. (SF) Same industry, near in market value$70.28 Oct 2, 2026$10.7B62 5-pillar Oct 5, 2026
Houlihan Lokey, Inc. (HLI) Same industry, near in market value$126.37 Oct 2, 2026$8.83B57 5-pillar Oct 5, 2026

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.

Screen more Financial Services stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$27.00 – $112.00
Consensus target
$67.33
Median target
$63.00

Consensus record · Captured .

Measured against a quoted price of $65.81 (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 28, 2026

Transactions
60
Identified insiders
13
Purchases
1
Sales
25
Other transactions
34

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.

Institutional ownership
88.0% Period end Jun 30, 2026
Reporting holders
482 Period end Jun 30, 2026
Previous quarter · holders
397 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.11,340,734
Vanguard Portfolio Management LLC4,003,159
Vanguard Capital Management LLC3,203,895
Price T Rowe Associates INC /Md/3,118,162
American Century Companies INC2,962,664

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 StoneX Group (SNEX)?

Read these with our analysis →

SNEX Financial Services Stock FAQ

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.

Why is StoneX revenue so large relative to profit?

Precious-metals trading dominates reported revenue, while the company retains narrow gross and net margins. Headline turnover therefore overstates the scale of economics that ultimately reach shareholders.

Sources (as of 2026-09-13): Revenue by segment; Trailing twelve-month ratio set; Annual revenue and net result (USD millions); Quarterly income statement (USD thousands)

How do coininvest.com and silver-to-go.com fit into StoneX?

The sites are StoneX retail channels for physical gold and other precious metals in varied forms and denominations. They sit beside the company’s retail trading platforms, wealth services and broader institutional and commercial operations.

Sources (as of 2026-09-13): Business description; Revenue by segment

What does StoneX Global Payments sell?

Global Payments provides foreign exchange, treasury and payment services to banks, commercial enterprises, charities, nongovernmental organizations and government bodies. This activity gives StoneX a customer and service base distinct from its brokerage, securities and physical-commodity businesses.

Sources (as of 2026-09-13): Business description

How should StoneX clustered insider transactions be read?

Recent disclosed activity leaned heavily toward sales, but the record also includes awards, gifts, in-kind transactions and exempt transactions. The pattern describes what insiders transacted; it does not establish their motives.

Sources (as of 2026-09-13): Insider transactions, last 180 days; What the sources do not tell us

What is the SNEX stock price today?

The last price recorded on this page for StoneX Group Inc. (SNEX) is $65.81, 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 SNEX price target?

The analyst consensus price target for StoneX Group Inc. (SNEX) is $67.33 (range $27.00 to $112.00, median $63.00), 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 (as of 2026-09-13): Legal name; Business description; Revenue by segment; Trailing twelve-month ratio set; Cash, investments and debt; Operating cash flow by quarter (USD millions)

Sources — records for every figure on this page (77 figures)

The 77 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

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
id.hqSEC filing business address230 Park AVE, 10TH Floor, NEW York, NY, 10169OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "230 Park Avenue, New York City, NY, 10169, US".

FMP — 68 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateNov 23, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$65.81FMPFinancial 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 2026-10-04T17:14:21.704Z.
px.changeChange on the day+0.63%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$7.82BFMPFinancial 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 2026-10-04T17:14:20.785Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars+$0.41FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q3 FY2026$40.19BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)10.68FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day1.18MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.64FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executivePhilip Andrew SmithFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees5,251FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $42.53B, net result $116.30M; FY2022 revenue $66.04B, net result $207.10M; FY2023 revenue $60.86B, net result $238.50M; FY2024 revenue $99.89B, net result $260.80M; FY2025 revenue $132.38B, net result $305.90MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsPrecious Metals Trading $121.82B · Sales Based Commissions $478.10M · Commission And Clearing Fees $728.20M · Precious Metals Retail Sales $2.13B · Exchange-Traded Futures And Options $341.00MFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)1.7%FMPFinancial 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_kRevenue — period end 2026-06-30$40.19BPeriod end · FMPFinancial 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_kSG&A — period end 2026-06-30$503.40MPeriod end · FMPFinancial 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_kFMP standardized operating result — period end 2026-06-30$698.60MPeriod end · FMPFinancial 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_kRevenue — period end 2026-03-31$45.76BPeriod end · FMPFinancial 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_kSG&A — period end 2026-03-31$32.40MPeriod end · FMPFinancial 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_kFMP standardized operating result — period end 2026-03-31$717.40MPeriod end · FMPFinancial 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_kRevenue — period end 2025-12-31$39.03BPeriod end · FMPFinancial 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_kSG&A — period end 2025-12-31$110.30MPeriod end · FMPFinancial 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_kFMP standardized operating result — period end 2025-12-31$677.10MPeriod end · FMPFinancial 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_kRevenue — period end 2025-09-30$32.72BPeriod end · FMPFinancial 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_kSG&A — period end 2025-09-30$101.30MPeriod end · FMPFinancial 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_kFMP standardized operating result — period end 2025-09-30$547.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-05.revenue_actualRevenue · reported — report date 2026-08-05$1.47BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.revenue_estimatedRevenue · estimate — report date 2026-08-05$1.32BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.eps_actualEPS · reported — report date 2026-08-05$1.0000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.eps_estimatedEPS · estimate — report date 2026-08-05$0.8570Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.revenue_actualRevenue · reported — report date 2026-05-06$1.57BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.revenue_estimatedRevenue · estimate — report date 2026-05-06$1.37BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.eps_actualEPS · reported — report date 2026-05-06$1.3800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.eps_estimatedEPS · estimate — report date 2026-05-06$1.0700Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-04.revenue_actualRevenue · reported — report date 2026-02-04$1.44BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-04.revenue_estimatedRevenue · estimate — report date 2026-02-04$1.24BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-04.eps_actualEPS · reported — report date 2026-02-04$1.1100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-04.eps_estimatedEPS · estimate — report date 2026-02-04$0.9200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-24.revenue_actualRevenue · reported — report date 2025-11-24$1.20BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-24.revenue_estimatedRevenue · estimate — report date 2025-11-24$1.04BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-24.eps_actualEPS · reported — report date 2025-11-24$0.7000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-24.eps_estimatedEPS · estimate — report date 2025-11-24$0.9670Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q3 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$2.19BFMPFinancial 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_latestLatest-quarter operating cash flow−$1.34BFMPFinancial 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_investmentsLong-term investments (classification unverified)$0.00FMPFinancial 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_debtTotal debt$20.04BFMPFinancial 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.price_to_bookPrice to book value2.78×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30−$1.34BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$4.21BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$16.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$21.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31−$1.26BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$15.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$3.53BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$20.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$27.00 – $112.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$67.33FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$63.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP60 transactions · 1 purchases, 25 sales, 34 other transactions · 13 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 28, 2026FMPFinancial 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.ownership_pctInstitutional ownership88.0%FMPFinancial 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.holdersReporting holders482FMPFinancial 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_quarterPrevious quarter · holders397FMPFinancial 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.sharesBlackrock, INC. — shares in provider snapshot11,340,734FMPFinancial 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.sharesVanguard Portfolio Management LLC — shares in provider snapshot4,003,159FMPFinancial 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.sharesVanguard Capital Management LLC — shares in provider snapshot3,203,895FMPFinancial 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.sharesPrice T Rowe Associates INC /Md/ — shares in provider snapshot3,118,162FMPFinancial 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.sharesAmerican Century Companies INC — shares in provider snapshot2,962,664FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 5 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-16 · Expired observation
fin.scoresDistress and quality screensAltman Z 3.15 · Piotroski F 6UNRECORDEDStored financial-scores observation — Captured 2026-10-03 · Expired observation
px.range5252-week range$36.45 – $94.66UNRECORDEDStored company-profile observation — Captured 2026-10-04

COMPUTED — 3 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments3.56×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.19B 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.
earn.history.depth.2026-08-05.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.47B) with the recorded estimate ($1.32B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-05.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.0000) with the recorded estimate ($0.8570) 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

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v277 of 100 · Strong · pillars 80 / 49 / 75 / 94 / 45OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement76 (stored snapshot Oct 4, 2026) → 77 (current publication computed Oct 5, 2026) (+1)OURSStock 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

  1. 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.
  2. Earnings-history note. Source series as of 2026-08-05. 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.2026-08-05.revenue_actual, earn.history.depth.2026-08-05.revenue_estimated, earn.history.depth.2026-08-05.revenue_actual.comparison, earn.history.depth.2026-08-05.eps_actual.comparison, earn.history.depth.2026-08-05.eps_actual, earn.history.depth.2026-08-05.eps_estimated, earn.history.depth.2026-05-06.revenue_actual, earn.history.depth.2026-05-06.revenue_estimated, earn.history.depth.2026-05-06.eps_actual, earn.history.depth.2026-05-06.eps_estimated, earn.history.depth.2026-02-04.revenue_actual, earn.history.depth.2026-02-04.revenue_estimated, earn.history.depth.2026-02-04.eps_actual, earn.history.depth.2026-02-04.eps_estimated, earn.history.depth.2025-11-24.revenue_actual, earn.history.depth.2025-11-24.revenue_estimated, earn.history.depth.2025-11-24.eps_actual, earn.history.depth.2025-11-24.eps_estimated.
  3. 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.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-13

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Legal name
StoneX Group Inc.
2025-11-28OFFICIALSEC EDGAR — 10-K filed 2025-11-28
Business description
StoneX Group Inc. operates as a global financial services provider, connecting a diverse range of entities, including corporations, organizations, traders, and investors, to the worldwide market ecosystem. Its Commercial division offers a comprehensive suite of services, such as risk mitigation, hedging strategies, execution and clearing for both exchange-traded and over-the-counter (OTC) products, voice-based brokerage, market intelligence, physical commodity trading, and specialized commodity financing and logistics solutions. The Institutional segment provides equity trading capabilities to its institutional clientele. It also plays a key role in originating, structuring, and distributing debt instruments across global capital markets. This segment handles a variety of international securities, including unlisted American Depository Receipts (ADRs), Global Depository Receipts (GDRs), and foreign ordinary shares. Furthermore, it functions as an institutional dealer in fixed-income securities, serving asset managers, the trust and investment departments of commercial banks, broker-dealers, and insurance firms. The segment is also engaged in asset management, and delivers clearing and execution services on futures exchanges, alongside foreign exchange brokerage for financial institutions and professional traders, and a range of OTC products. For its Retail customers, the company provides trading platforms and solutions across global financial markets, encompassing spot foreign exchange, precious metals trading, and contracts for differences (CFDs). It also offers wealth management and investment advisory services. Additionally, it sells physical gold and other precious metals in various forms and denominations through its online platforms, coininvest.com and silver-to-go.com. The Global Payments division specializes in foreign exchange and treasury services for banks, commercial enterprises, charitable organizations, non-governmental organizations (NGOs), and government bodies, in addition to general payment services. Formerly recognized as INTL FCStone Inc., the company officially rebranded to StoneX Group Inc. in July 2020. StoneX Group Inc. was established in 1924 and maintains its corporate headquarters in New York, New York.
2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Precious Metals Trading: $121.82B; Sales Based Commissions: $478.10M; Commission And Clearing Fees: $728.20M; Precious Metals Retail Sales: $2.13B; Exchange-Traded Futures And Options: $341.00M
2025-09-30FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Trailing twelve-month ratio set
Quick ratio: 0.75; Current ratio: 0.82; Debt to equity: 7.05; Net margin: 0.3%; Gross margin: 2.6%; Operating margin: 1.7%; Return on assets: 1%; Return on equity: 20.2%

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.

2026-09-13FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Cash, investments and debt
Total debt: $20.04B; Liquidity basis: cash and short-term investments; Total liabilities: $51.20B; Cash and short-term investments: $2.19B; Cash and investments: $2.19B; Long-term investments: $0; 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.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$16.20M, Operating cash flow: -$1.34B
  • Quarter ended 2026-03-31 — Capital expenditure: -$21.30M, Operating cash flow: $4.21B
  • Quarter ended 2025-12-31 — Capital expenditure: -$15.20M, Operating cash flow: -$1.26B
  • Quarter ended 2025-09-30 — Capital expenditure: -$20.50M, Operating cash flow: $3.53B
  • Quarter ended 2025-06-30 — Capital expenditure: -$16.00M, Operating cash flow: $1.49B
  • Quarter ended 2025-03-31 — Capital expenditure: -$15.30M, Operating cash flow: -$154.50M
  • Quarter ended 2024-12-31 — Capital expenditure: -$13.60M, Operating cash flow: -$477.80M
  • Quarter ended 2024-09-30 — Capital expenditure: -$16.70M, Operating cash flow: $192.60M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $1 per share, SG&A: $503.40M, EPS basic: $1.07 per share, EPS basis: diluted, Revenue: $40.19B, EPS diluted: $1 per share, Net result: $127.90M, Gross profit: $1.23B, Operating result: $698.60M
  • Quarter ended 2026-03-31 — EPS: $2.07 per share, SG&A: $32.40M, EPS basic: $2.21 per share, EPS basis: diluted, Revenue: $45.76B, EPS diluted: $2.07 per share, Net result: $174.30M, Gross profit: $1.26B, Operating result: $717.40M
  • Quarter ended 2025-12-31 — EPS: $1.67 per share, SG&A: $110.30M, EPS basic: $1.77 per share, EPS basis: diluted, Revenue: $39.03B, EPS diluted: $1.67 per share, Net result: $139.00M, Gross profit: $895.30M, Operating result: $677.10M
  • Quarter ended 2025-09-30 — EPS: $1.05 per share, SG&A: $101.30M, EPS basic: $1.11 per share, EPS basis: diluted, Revenue: $32.72B, EPS diluted: $1.05 per share, Net result: $85.70M, Gross profit: $741.30M, Operating result: $547.50M
  • Quarter ended 2025-06-30 — EPS: $0.81 per share, SG&A: $94.90M, EPS basic: $0.86 per share, EPS basis: diluted, Revenue: $34.83B, EPS diluted: $0.81 per share, Net result: $63.40M, Gross profit: $649.90M, Operating result: $480.10M
  • Quarter ended 2025-03-31 — EPS: $0.94 per share, SG&A: $87.30M, EPS basic: $0.99 per share, EPS basis: diluted, Revenue: $36.89B, EPS diluted: $0.94 per share, Net result: $71.70M, Gross profit: $590.80M, Operating result: $430.60M
  • Quarter ended 2024-12-31 — EPS: $1.13 per share, SG&A: $86.70M, EPS basic: $1.18 per share, EPS basis: diluted, Revenue: $27.94B, EPS diluted: $1.13 per share, Net result: $85.10M, Gross profit: $600.80M, Operating result: $439.60M
  • Quarter ended 2024-09-30 — EPS: $1.55 per share, SG&A: -$44.60M, EPS basic: $1.61 per share, EPS basis: diluted, Revenue: $31.14B, EPS diluted: $1.55 per share, Net result: $76.70M, Gross profit: $460.50M, Operating result: $430.10M
2026-06-30FMPFinancial 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
  • FY2025 — R&D: $0, Revenue: $132.38B, Period end: 2025-09-30, Net result: $305.90M
  • FY2024 — R&D: $0, Revenue: $99.89B, Period end: 2024-09-30, Net result: $260.80M
  • FY2023 — R&D: $0, Revenue: $60.86B, Period end: 2023-09-30, Net result: $238.50M
  • FY2022 — R&D: $0, Revenue: $66.04B, Period end: 2022-09-30, Net result: $207.10M
  • FY2021 — R&D: $0, Revenue: $42.53B, Period end: 2021-09-30, Net result: $116.30M
2025-09-30FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-05 — EPS actual: $1 per share, EPS estimated: $0.857 per share, Revenue actual: $1.47B, Revenue estimated: $1.32B
  • Reported 2026-05-06 — EPS actual: $1.38 per share, EPS estimated: $1.07 per share, Revenue actual: $1.57B, Revenue estimated: $1.37B
  • Reported 2026-02-04 — EPS actual: $1.11 per share, EPS estimated: $0.92 per share, Revenue actual: $1.44B, Revenue estimated: $1.24B
  • Reported 2025-11-24 — EPS actual: $0.7 per share, EPS estimated: $0.967 per share, Revenue actual: $1.20B, Revenue estimated: $1.04B
  • Reported 2025-08-05 — EPS actual: $0.54 per share, EPS estimated: $0.62 per share, Revenue actual: $1.02B, Revenue estimated: $923.10M
  • Reported 2025-05-07 — EPS actual: $0.63 per share, EPS estimated: $0.59 per share, Revenue actual: $956.00M, Revenue estimated: $907.30M
  • Reported 2025-02-05 — EPS actual: $0.75 per share, EPS estimated: $0.64 per share, Revenue actual: $944.30M, Revenue estimated: $915.20M
  • Reported 2024-11-19 — EPS actual: $0.69 per share, EPS estimated: $1.37 per share, Revenue actual: $920.10M, Revenue estimated: $874.70M
2026-08-05FMPFinancial Modeling Prep (FMP) earnings
Most recent periodic reports2026-08-05OFFICIALSEC EDGAR filer submissions
Cash and investment components
Total basis: cash short and long-term investments; Total: $2.19B; Cash and short-term investments: $2.19B; Long-term investments: $0; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $2.19B, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $2.12B, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $1.59B, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $1.61B, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $1.31B, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $1.31B, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $1.40B, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $1.27B, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Distress and quality screens
Altman Z-score: 3.16; Piotroski F-score: 6

Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading.

2026-09-13FMPFinancial Modeling Prep (FMP) financial scores
Next earnings report
Date: 2026-11-23; EPS estimate: $0.86 per share; Revenue estimate: $1.37B

The date is our provider's estimate until the company confirms it.

2026-09-13FMPFinancial Modeling Prep (FMP) earnings calendar
Recent SEC filings2026-08-28OFFICIALSEC EDGAR filer submissions
Sector / industry (provider taxonomy)
Financial Services / Financial - Capital Markets

The company's SEC filings classify it under SIC 6200 — Security & Commodity Brokers, Dealers, Exchanges & Services.

2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Insider transactions, last 180 days
Net shares: -860,274; Window days: 180; Price low: $8.9; Clustered days: 2026-06-12; 2026-06-15; 2026-07-22; 2026-07-31; Price high: $135.42; Buy transactions: 1; Distinct insiders: 13; Sell transactions: 24; Other transactions: 35; Total transactions: 60; Other transaction types: G-Gift: 2, A-Award: 5, F-InKind: 2, M-Exempt: 26; 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.

2026-09-10FMPFinancial Modeling Prep (FMP) insider transactions, from Form 4 filings
What the sources do not tell us
Captured record · 3 entries
  • What: We hold fewer than two daily score snapshots for this company, so there is no track to show yet., Family: Score history
  • What: A Form 4 records what an insider transacted, never why. Sales that look like tax withholding on vesting shares are not labelled as such in the filing., Family: Insider intent
  • What: Anything that changed after the most recent filing and has not been announced is not on this page., Family: Between filings

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.

2026-09-13COMPUTEDDerived from which sources answered this build
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold SNEX

Funds in our ETF coverage that list SNEX among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
Harbor AlphaEdge Small Cap Earners ETF (EBIT) (EBIT)0.98%