Jun 2026 (Q3 FY26) — Aug 6, 2026
StoneX Group Q3 FY26 — Strong Performance Across Commercial and Institutional Segments
Read the full callStoneX Group (SNEX) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
StoneX Group earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 40,193 | +15.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 128 | +101.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
3 of 3 judged targets kept · 7 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| R.J. O'Brien U.S. FCM entity consolidation/integration completion | Combination is set for around Q4 2026 | Sep 2025 | This was when the large integration process of the U.S. FCM was going to happen. And that did happen. That has been completed. | Achieved |
| Return on equity (ROE) vs. long-term 15% target | long-term ROE target of 15% | Jun 2024 | a return on equity of 18.4%, significantly above our 15% ROE target | On Track |
| Self-directed/retail platform infrastructure rebuild enabling multi-asset securities trading for retail clients | infrastructural 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 point | Jun 2025 | Pending |
7 of StoneX Group Inc.'s 10 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 7 more targets are in the full ledger.
Claimed
- Total net operating revenues of $719.7 million, up 47% year-on-year.
- Net income of $127.9 million, up 102% year-on-year.
- Diluted EPS of $1.00 per share, an 85% increase versus prior year.
- Global Prime Services client balances grew to over $16 billion, generating nearly $140 million in net operating revenue on a trailing 12-month basis.
- RJO integration on track, with cost synergies reaching $37 million-$38 million run rate and client assets at nearly $13 billion.
Qualified
- Moderation in volatility from exceptional Q2 levels.
- FX and CFDs operating revenues down 19% year-on-year and 9% sequentially.
- Self-Directed Retail segment net operating revenues decreased 17% and segment income down 36%.
- Payments rate per million (RPM) declined 7% year-on-year, continuing a multi-year trend.
Price
$59.92 −0.02% · −$0.01
Performance +37.1% 1Y
1Y: $43.7 on 14 Oct 2025 → $59.92. High $92.67 (18 Jun 2026), low $37.21 (21 Nov 2025).
- Previous close
- $59.93
- 52-week range
- $37.21 – $92.67
- One year
- +30.20%
Overview
- Symbol
- SNEX
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
3 of 3 judged targets kept · 7 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| R.J. O'Brien U.S. FCM entity consolidation/integration completion | Combination is set for around Q4 2026 | Sep 2025 | This was when the large integration process of the U.S. FCM was going to happen. And that did happen. That has been completed. | Achieved |
| Return on equity (ROE) vs. long-term 15% target | long-term ROE target of 15% | Jun 2024 | a return on equity of 18.4%, significantly above our 15% ROE target | On Track |
| Self-directed/retail platform infrastructure rebuild enabling multi-asset securities trading for retail clients | infrastructural 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 point | Jun 2025 | Pending |
Claimed
- Total net operating revenues of $719.7 million, up 47% year-on-year.
- Net income of $127.9 million, up 102% year-on-year.
- Diluted EPS of $1.00 per share, an 85% increase versus prior year.
- Global Prime Services client balances grew to over $16 billion, generating nearly $140 million in net operating revenue on a trailing 12-month basis.
- RJO integration on track, with cost synergies reaching $37 million-$38 million run rate and client assets at nearly $13 billion.
Qualified
- Moderation in volatility from exceptional Q2 levels.
- FX and CFDs operating revenues down 19% year-on-year and 9% sequentially.
- Self-Directed Retail segment net operating revenues decreased 17% and segment income down 36%.
- Payments rate per million (RPM) declined 7% year-on-year, continuing a multi-year trend.
The full ledger
Open StoneX Group Inc.’s full ledger
A free account opens 5 company ledgers a month. All 10 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q2 FY26) — May 7, 2026
StoneX Group Q2 FY26 — Record Net Operating Revenues, Net Income, and EPS Driven by Broad-Based Strength
Read the full callEvery analysed call
StoneX Group earnings calls (SNEX)
Financials
What the filings say
Net profit, year on year: +102% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 31,139 | 27,935 | 36,891 | 34,829 | 32,723 | 39,030 | 45,761 | 40,193 |
| Operating profit | -9 | -21 | -9 | -11 | — | — | — | — |
| Operating margin | −0.0% | −0.1% | −0.0% | −0.0% | — | — | — | — |
| Profit before tax | 98 | 117 | 97 | 86 | 109 | 185 | 227 | 160 |
| Tax rate | 21.8% | 27.2% | 26.2% | 25.9% | 21.5% | 24.8% | 23.3% | 20.0% |
| Net profit | 77 | 85 | 72 | 63 | 86 | 139 | 174 | 128 |
| EPS ($ per share) | — | 1.77 | 0.99 | 0.57 | — | 2.66 | 2.21 | 1.07 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 317 | 402 | 572 | 683 | 890 | 1,128 | 1,389 | 1,695 |
| Total liabilities | 7,319 | 9,342 | 12,707 | 17,936 | 18,790 | 20,560 | 25,757 | 42,891 |
| Fixed assets | 42 | 44 | 62 | 93 | 113 | 124 | 143 | 167 |
| Total assets | 7,825 | 9,936 | 13,475 | 18,840 | 19,860 | 21,939 | 27,466 | 45,268 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -474 | 196 | 1,951 | 2,123 | -229 | -24 | 507 | 4,388 |
| Cash from investing | -15 | -41 | -242 | -60 | -49 | -53 | -64 | -465 |
| Cash from financing | 121 | 10 | 312 | -36 | 66 | -169 | 188 | 915 |
| Net cash flow | -372 | 164 | 2,017 | 2,041 | -224 | -243 | 631 | 4,848 |
| Capital expenditure | -12 | -12 | -17 | -62 | -49 | -47 | -65 | -65 |
| Free cash flow | -486 | 184 | 1,934 | 2,061 | -279 | -71 | 442 | 4,323 |
SNEX revenue by segment
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Institutional | 89% | 81% | 68% | 74% | 105% | 72% | 63% | 107% | +39.8% |
| Self Directed Retail | — | 21% | — | — | — | 8% | 8% | 12% | — |
| Payments | 9% | 9% | 6% | 6% | 7% | 5% | 4% | 7% | +13.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
SNEX operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Return on tangible common equity (ROTCE) | 37%On a tangible book basis, this equates to a 37% return on tangible equity for the quarter.Source: earnings call transcript | 25%On a tangible book value basis, we achieved a return on tangible equity of 25% for the quarter.Source: earnings call transcript | -12 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q3 FY2026 · share of revenue
- Middle East and Asia 91% ↓ 2 pt
- US 7% ↑ 2 pt
- Europe 2%
- South America <1%
- Other Country Not Mentioned Above <1%
As SNEX cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
138 filings between Oct 31, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
$258.5K
2 purchases by 2 insiders
Sales
$177.30M
57 sales by 12 insiders
79% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 37
- Award — granted as compensation
- 29
- Option exercise — converted options into shares
- 8
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| OCONNOR SEAN MICHAEL | — | $75.54M | Oct 12, 2026 |
| Maurer Mark Lowry | — | $34.15M | Oct 12, 2026 |
| Dunaway William J | — | $28.95M | Aug 14, 2026 |
| Smith Philip Andrew | — | $16.89M | Sep 28, 2026 |
| Rotsztain Diego | — | $11.55M | Sep 16, 2026 |
| Lyon Charles M | — | $4.93M | Jun 12, 2026 |
| Perkins Abigail H | — | $3.06M | Sep 14, 2026 |
| BEXIGA ANNABELLE G | — | $799.6K | Jul 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Maurer Mark Lowry Insider | Option exercise 10b5-1 plan | 69,372 | $617.4K |
| Oct 12, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 52,953 | $3.20M |
| Oct 12, 2026 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Sale 10b5-1 plan | 76,148 | $4.60M |
| Oct 12, 2026 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Option exercise 10b5-1 plan | 157,500 | $1.40M |
| Sep 28, 2026 | Smith Philip Andrew Chief Executive Officer | Sale 10b5-1 plan | 56,250 | $3.69M |
| Sep 28, 2026 | Smith Philip Andrew Chief Executive Officer | Option exercise 10b5-1 plan | 56,250 | $500.6K |
| Sep 16, 2026 | Rotsztain Diego Chief Governance/Legal Officer | Sale 10b5-1 plan | 20,298 | $1.36M |
| Sep 15, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 50,528 | $3.39M |
| Sep 14, 2026 | Rotsztain Diego Chief Governance/Legal Officer | Sale 10b5-1 plan | 30,327 | $2.09M |
| Sep 14, 2026 | Perkins Abigail H Chief Information Officer | Sale 10b5-1 plan | 8,924 | $614.2K |
| Sep 14, 2026 | Rotsztain Diego Chief Governance/Legal Officer | Option exercise 10b5-1 plan | 50,625 | $620.7K |
| Sep 14, 2026 | Maurer Mark Lowry Insider | Option exercise 10b5-1 plan | 69,372 | $617.4K |
| Sep 14, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 52,564 | $3.62M |
| Sep 10, 2026 | Lyon Charles M President | Gift | 500 | $0 |
| Aug 14, 2026 | Dunaway William J Chief Financial Officer | Sale 10b5-1 plan | 96,490 | $6.40M |
| Aug 14, 2026 | Dunaway William J Chief Financial Officer | Option exercise 10b5-1 plan | 126,562 | $1.13M |
| Aug 10, 2026 | Perkins Abigail H Chief Information Officer | Sale 10b5-1 plan | 4,500 | $291.7K |
| Aug 10, 2026 | Perkins Abigail H Chief Information Officer | Option exercise 10b5-1 plan | 4,500 | $55.2K |
| Aug 10, 2026 | Thamodaran Dhamu R. Director | Purchase | 2,500 | $161.2K |
| Aug 7, 2026 | Maurer Mark Lowry Insider | Option exercise 10b5-1 plan | 69,372 | $617.4K |
| Aug 7, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 52,648 | $3.49M |
| Aug 5, 2026 | FOWLER JOHN MOORE Director | Sale 10b5-1 plan | 1,575 | $118.8K |
| Jul 31, 2026 | FOWLER JOHN MOORE Director | Award | 174 | $0 |
| Jul 31, 2026 | RADZIWILL JOHN Chairman of the Board | Award | 219 | $0 |
| Jul 31, 2026 | FOWLER JOHN MOORE Director | Tax withheld | 197 | $15.3K |
| Jul 31, 2026 | Cooper Diane L. Director | Award | 116 | $0 |
| Jul 31, 2026 | KASS STEVEN A Director | Award | 174 | $0 |
| Jul 31, 2026 | Thamodaran Dhamu R. Director | Award | 142 | $0 |
| Jul 24, 2026 | Rotsztain Diego Chief Governance/Legal Officer | Sale 10b5-1 plan | 20,630 | $1.53M |
| Jul 22, 2026 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Option exercise 10b5-1 plan | 225,000 | $2.00M |
| Jul 22, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 52,376 | $3.89M |
| Jul 22, 2026 | Maurer Mark Lowry Insider | Option exercise 10b5-1 plan | 69,372 | $617.4K |
| Jul 22, 2026 | Smith Philip Andrew Chief Executive Officer | Sale 10b5-1 plan | 45,000 | $3.34M |
| Jul 22, 2026 | Smith Philip Andrew Chief Executive Officer | Option exercise 10b5-1 plan | 45,000 | $400.5K |
| Jul 22, 2026 | Rotsztain Diego Chief Governance/Legal Officer | Sale 10b5-1 plan | 29,995 | $2.23M |
| Jul 22, 2026 | Rotsztain Diego Chief Governance/Legal Officer | Option exercise 10b5-1 plan | 50,625 | $620.7K |
| Jul 22, 2026 | Dunaway William J Chief Financial Officer | Sale 10b5-1 plan | 95,970 | $7.13M |
| Jul 22, 2026 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Sale 10b5-1 plan | 104,934 | $7.80M |
| Jul 22, 2026 | Dunaway William J Chief Financial Officer | Option exercise 10b5-1 plan | 126,563 | $1.13M |
| Jul 20, 2026 | Perkins Abigail H Chief Information Officer | Sale 10b5-1 plan | 8,919 | $628.1K |
| Jul 15, 2026 | BEXIGA ANNABELLE G Director | Sale 10b5-1 plan | 1,500 | $170.9K |
| Jun 30, 2026 | Smith Philip Andrew Chief Executive Officer | Option exercise 10b5-1 plan | 37,500 | $500.3K |
| Jun 30, 2026 | Smith Philip Andrew Chief Executive Officer | Sale 10b5-1 plan | 14,040 | $1.67M |
| Jun 30, 2026 | Smith Philip Andrew Chief Executive Officer | Sale 10b5-1 plan | 37,500 | $4.45M |
| Jun 16, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 11,542 | $1.54M |
| Jun 15, 2026 | Maurer Mark Lowry Insider | Option exercise 10b5-1 plan | 46,248 | $616.9K |
| Jun 15, 2026 | Maurer Mark Lowry Insider | Sale 10b5-1 plan | 34,706 | $4.70M |
| Jun 15, 2026 | BEXIGA ANNABELLE G Director | Sale 10b5-1 plan | 1,500 | $200.0K |
| Jun 15, 2026 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board | Sale | 75,000 | $10.16M |
| Jun 15, 2026 | Perkins Abigail H Chief Information Officer | Gift | 2,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for StoneX Group Inc.
Free account. Everything above stays public.
Write why you follow StoneX Group Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading