StoneX Group Inc.
In the published model solve dated 2026-Q2, anchored at $75.89, StoneX Group Inc. (SNEX) is priced for +5.9% earnings growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• StoneX became the largest non-bank futures commission merchant in the United States through the R.J. O'Brien acquisition, which added $35 million of pre-tax net income in the March quarter with synergies tracking toward a $50 million target, on top of a Commercial franchise its 10-K says hedges clients' ⟦"future production"⟧ across physical and financial markets (accession 0000913760-25-000196) [Source: fiscal Q2 2026 earnings call, May 2026]. • The price is the risk: at roughly 31 times GAAP
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372 institutional managers reported holding SNEX in 13F filings for the quarter ended 2026-03-31. Together they hold about 79% of the company; the top 10 hold 46%. 53 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 3.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SNEX has cut its share count 21.5% over the past five years, spending $8.60M on repurchases. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SNEX over the trailing three years: 2025: 2 buys totaling $216k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SNEX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-04 | -13.8% | -0.1% |
| 2023-08-03 | +5.5% | -5.0% |
| 2024-02-07 | -1.9% | +2.2% |
| 2024-05-10 | +3.0% | +2.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SNEX's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-05-26 (items 8.01, 9.01); 2026-05-06 (items 2.02, 9.01); 2026-03-13 (items 8.01); 2026-03-12 (items 5.07, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.