Pulling SEC filings + quote and writing the call…

StoneX Group Inc.
Next earnings Aug 3, 2026 · consensus $1.25 EPS, $666M rev
Last earnings -1.5% on 2026-05-06
Brokerage compounding net income for five straight years to $306M with 12.9% ROE; dilution and leverage temper conviction.
Sources: SEC EDGAR (CIK 0000913760, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:49 PM.
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Quality fundamentals and an attractive price line up (~63% below fair value) — the rarer case where both the business and the entry look good.
StoneX is a global financial-services intermediary in securities, commodities and FX. Its headline 'revenue' of $132B (+32.5%) reflects gross transactional flow, not economic margin, so the relevant figures are net income $306M (+17.3%), diluted EPS $5.89 (+10.9%), and a 12.9% return on equity. What stands out is consistency: net income has risen every year for five years — $116M, $207M, $239M, $261M, $306M — a rare track record of compounding through varied market environments, reflecting the diversification of its execution and clearing franchise.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $42.5B | $66.0B | $60.9B | $99.9B | $132B |
| Gross profit | $1.67B | $2.11B | $2.91B | $3.44B | $4.13B |
| Operating income | — | -$59.5M | -$62.9M | -$64.7M | — |
| Net income | $116M | $207M | $239M | $261M | $306M |
| Diluted EPS | $5.74 | $6.67 | $4.97 | $5.31 | $5.89 |
| Net margin | 0.3% | 0.3% | 0.4% | 0.3% | 0.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 9 sales
| 2026-06-16 | Maurer Mark Lowry Insider | Sell | 11.5K @ $133.63 | $1.54M |
| 2026-06-15 | Maurer Mark Lowry Insider | Exercise | 46.2K @ $13.34 | $617K |
| 2026-06-15 | Maurer Mark Lowry Insider | Sell | 34.7K @ $135.31 | $4.70M |
| 2026-06-15 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Sell | 75.0K @ $135.42 | $10.2M |
| 2026-06-15 | BEXIGA ANNABELLE G Director | Sell | 1.50K @ $133.36 | $200K |
| 2026-06-15 | Perkins Abigail H Chief Information Officer | Gift | 2.00K | |
| 2026-06-12 | Lyon Charles M President | Sell | 9.00K @ $131.96 | $1.19M |
| 2026-06-12 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Sell | 75.0K @ $131.15 | $9.84M |
| 2026-06-12 | Dunaway William J Chief Financial Officer | Exercise | 84.4K @ $13.34 | $1.13M |
| 2026-06-12 | Dunaway William J Chief Financial Officer | Sell | 63.6K @ $131.16 | $8.34M |
| 2026-06-08 | Perkins Abigail H Chief Information Officer | Exercise | 4.31K @ $18.39 | $79.3K |
| 2026-06-08 | Perkins Abigail H Chief Information Officer | Sell | 4.31K @ $118.51 | $511K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.