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What StoneX Group promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

3 of 3 judged targets kept · 7 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
R.J. O'Brien U.S. FCM entity consolidation/integration completionCombination is set for around Q4 2026Sep 2025Jun 2026:This was when the large integration process of the U.S. FCM was going to happen. And that did happen. That has been completed.
Call transcript, Jun 2026 · no direct link
Achieved
Return on equity (ROE) vs. long-term 15% targetlong-term ROE target of 15%Jun 2024Jun 2026:a return on equity of 18.4%, significantly above our 15% ROE target
Call transcript, Jun 2026 · no direct link
On Track
Self-directed/retail platform infrastructure rebuild enabling multi-asset securities trading for retail clientsinfrastructural rebuilding... completed sort of towards the end of the year in our fiscal Q2. That will enable us to bring on the retail clients into the security spectrum over time, starting at that pointJun 2025No later analysed call mentions it.Pending

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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The rest of the ledger

Pro opens all 10 tracked commitments for StoneX Group

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.