Open in Screener

BGC

BGC Group Inc

Oct 06 • 04:00PM ET

8.99

-0.22 -2.39 %

Financial • Capital Markets • USA • NASD

Peers: ICE CME NDAQ MKTX CBOE MS GS JPM BAC SCHW

| Held by: IJR VTI VB IWM VBR VXF IWO SPSM RSMC VTWO

Index	RUT	P/E	29.71	EPS (ttm)	0.30	Insider Own	24.26%	Shs Outstand	366.19M	Perf Week	-6.26%
Market Cap	4.26B	Forward P/E	6.47	EPS next Y	1.39	Insider Trans	18.42%	Shs Float	359.23M	Perf Month	-9.56%
Enterprise Value	5.73B	PEG	-	EPS next Q	0.28	Inst Own	64.28%	Short Float	3.24%	Perf Quarter	-14.79%
Income	146.25M	P/S	1.66	EPS this Y	19.19%	Inst Trans	2.16%	Short Ratio	4.26	Perf Half Y	15.40%
Sales	2.58B	P/B	4.60	EPS next Y	17.80%	ROA	3.34%	Short Interest	11.65M	Perf YTD	-0.77%
Book/sh	1.96	P/C	5.06	EPS next 5Y	-	ROE	17.07%	52W High	11.79 -23.75%	Perf Year	-4.97%
Cash/sh	1.78	P/FCF	14.42	EPS past 3/5Y	-7.73% 13.39%	ROIC	5.34%	52W Low	7.24 24.17%	Perf 3Y	178.33%
Dividend Est.	0.08 (0.89%)	EV/EBITDA	16.79	Sales past 3/5Y	3.99% 1.34%	Gross Margin	92.45%	Volatility	2.51% 2.41%	Perf 5Y	276.15%
Dividend TTM	0.08 (0.89%)	EV/Sales	2.22	EPS Y/Y TTM	23.00%	Oper. Margin	9.81%	ATR (14)	0.24	Perf 10Y	68.84%
Dividend Ex-Date	Aug 20, 2025	Quick Ratio	2.09	Sales Y/Y TTM	21.05%	Profit Margin	5.68%	RSI (14)	28.83	Recom	1.00
Dividend Gr. 3/5Y	20.51% -34.02%	Current Ratio	2.09	EPS Q/Q	51.73%	SMA20	-6.79%	Beta	1.28	Target Price	14.50
Payout	27.66%	Debt/Eq	2.29	Sales Q/Q	41.88%	SMA50	-8.60%	Rel Volume	1.00	Prev Close	9.21
Employees	4011	LT Debt/Eq	1.94	Earnings	Jul 31 BMO	SMA200	-5.28%	Avg Volume	2.74M	Price	8.99
IPO	Dec 10, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.00% 1.99%	Trades		Volume	2,740,145	Change	-2.39%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-25-25	Initiated	BofA Securities	Buy	$16

Oct-06-25 09:30AM	BGC Group Announces Acquisition of Macro Hive to Expand Agency Business (Business Wire)
Oct-03-25 09:40AM	Should Value Investors Buy BGC Group, Inc. (BGC) Stock? (Zacks)
Oct-02-25 11:40AM	BGC vs. MKTX: Which Stock Should Value Investors Buy Now? (Zacks)
Sep-26-25 08:00AM	BGC Group Announces Extension of Exchange Offer for its 6.150% Senior Notes Due 2030 (Business Wire)
Sep-25-25 04:05PM	BGC Group Updates its Outlook for the Third Quarter of 2025 (Business Wire)
09:00AM	Loading…
Sep-18-25 09:00AM	BGC Group Launches Opti Match First Fully Electronic Platform for U.S. Dollar Swaps (Business Wire)
Sep-17-25 09:40AM	Are Investors Undervaluing BGC Group, Inc. (BGC) Right Now? (Zacks)
Sep-11-25 11:40AM	BGC or MKTX: Which Is the Better Value Stock Right Now? (Zacks)
Sep-10-25 11:27AM	Robinhood vs. BGC Group: Which Trading Platform Stock to Bet On? (Zacks)
Sep-08-25 12:04AM	1 Reason BGC is Risky and 1 Stock to Buy Instead (StockStory)
Sep-07-25 11:31PM	Investment Banking & Brokerage Stocks Q1 In Review: BGC (NASDAQ:BGC) Vs Peers (StockStory)
Aug-25-25 11:31PM	Q1 Earnings Highs And Lows: BGC (NASDAQ:BGC) Vs The Rest Of The Investment Banking & Brokerage Stocks (StockStory)
Aug-24-25 11:31PM	Reflecting On Investment Banking & Brokerage Stocks' Q1 Earnings: BGC (NASDAQ:BGC) (StockStory)
Aug-22-25 02:56PM	BGC (BGC) Stock Trades Up, Here Is Why (StockStory)
Aug-01-25 03:27AM	BGC Group Inc (BGC) Q2 2025 Earnings Call Highlights: Record Revenue Surge and Strategic Growth ... (GuruFocus.com)
09:20AM	Loading…
Jul-31-25 09:20AM	BGC Group (BGC) Q2 Earnings Meet Estimates (Zacks)
08:25AM	BGC Group: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	BGC Reports Second Quarter 2025 Financial Results (Business Wire)
Jul-30-25 08:15AM	Stifel Financial (SF) Tops Q2 Earnings and Revenue Estimates (Zacks)
Jul-24-25 10:00AM	BGC Group (BGC) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-23-25 04:14PM	Implied Volatility Surging for BGC Stock Options (Zacks)
Jul-14-25 09:04AM	Top Fintech Stocks That Will Drive Long-Term Portfolio Growth (Zacks)
Jul-02-25 04:05PM	BGC Group to Report Second Quarter 2025 Financial Results on July 31, 2025 (Business Wire)
Jun-30-25 04:05PM	BGC Group Updates its Outlook for the Second Quarter of 2025 (Business Wire)
Jun-25-25 06:14PM	BGC Group, Inc. (BGC): A Bull Case Theory (Insider Monkey)
Jun-17-25 06:20AM	Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now? (Zacks)
Jun-16-25 09:38AM	HOOD vs. BGC: Which Fintech Brokerage Stock Has More Upside? (Zacks)
Jun-13-25 06:20AM	Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar? (Zacks)
May-29-25 04:05PM	BGC Group Announces Schedule Update for Piper Sandler Global Exchange & Trading Conference on June 5, 2025 (Business Wire)
May-22-25 08:00AM	BGC Group to Present at the Piper Sandler Global Exchange & Trading Conference on June 5, 2025 (Business Wire)
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May-19-25 10:24PM	Why BGC Group Inc. (BGC) Surged Today (Insider Monkey) +8.90%
10:48AM	Howard Lutnick Transfers Ownership of Cantor Fitzgerald to His Children (The Wall Street Journal)
09:00AM	BGC Announces Repurchase of More Than 16.4 Million Shares from Howard W. Lutnick, United States Secretary of Commerce, the Company's Former Chairman and CEO (Business Wire)
May-18-25 09:30PM	BGC Group's FMX Futures Exchange Launches U.S. Treasury Futures (Business Wire)
May-08-25 03:22AM	BGC Group Inc (BGC) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
May-07-25 03:28PM	Bgc group outlines 34% revenue growth target for Q2 2025 amid OTC integration (Seeking Alpha)
03:27PM	BGC Group, Inc. (BGC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
09:40AM	Are Finance Stocks Lagging Barclays (BCS) This Year? (Zacks)
09:25AM	BGC Group (BGC) Matches Q1 Earnings Estimates (Zacks)
08:00AM	BGC Reports First Quarter 2025 Financial Results (Business Wire)
06:33AM	Best Growth Stocks to Buy for May 7th (Zacks)
May-06-25 09:40AM	Is BGC Group, Inc. (BGC) Stock Undervalued Right Now? (Zacks)
May-05-25 08:10AM	Buy, Sell or Hold BGC Group Stock? Key Insights Ahead of Q1 Earnings (Zacks)
07:31AM	Best Growth Stocks to Buy for May 5th (Zacks)
07:04AM	Relative Price Strength: 4 Stocks Defying Market Weakness (Zacks)
May-02-25 11:04AM	Best Growth Stocks to Buy for May 2nd (Zacks)
May-01-25 04:51AM	Zacks.com featured highlights Barrick Gold, StoneCo, Synovus Financial and BGC Group (Zacks)
Apr-30-25 06:05PM	Robinhood Markets, Inc. (HOOD) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
03:00PM	4 PEG-Efficient Value Picks to Boost Your Portfolio Returns (Zacks)
09:54AM	Best Growth Stocks to Buy for April 30th (Zacks)
Apr-28-25 08:00AM	O'Keefe Stevens Advisory Q1 2025 Investor Letter (Seeking Alpha)
Apr-25-25 12:45PM	Here is Why Growth Investors Should Buy BGC Group (BGC) Now (Zacks)
08:51AM	Best Growth Stocks to Buy for April 25th (Zacks)
Apr-23-25 05:48AM	Best Growth Stocks to Buy for April 23rd (Zacks)
Apr-22-25 08:04AM	Zacks.com featured highlights include National Fuel Gas, BGC, Jabil and NVIDIA (Zacks)
Apr-21-25 02:15PM	Best Growth Stocks to Buy for April 21st (Zacks)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
09:15AM	Scoop Up These 4 GARP Stocks to Receive Handsome Returns (Zacks)
08:38AM	Interactive Brokers vs. BGC: Which Brokerage Stock is the Better Buy? (Zacks)
Apr-17-25 06:20AM	Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now? (Zacks)
06:04AM	Zacks.com featured highlights include StoneCo, BGC, Qifu Technology and Universal Health Services (Zacks)
Apr-16-25 03:00PM	4 Discounted PEG Stocks Based on GARP Approach to Smart Investing (Zacks)
05:24AM	Best Growth Stocks to Buy for April 16th (Zacks)
Apr-15-25 09:07AM	Top Fintech Stocks to Add to Your Portfolio for Robust Returns (Zacks)
07:55AM	Bank of America (BAC) Tops Q1 Earnings and Revenue Estimates (Zacks)
Apr-14-25 09:32AM	AON's Rising Dividend: A Comforting Signal or Cause for Concern? (Zacks)
08:35AM	Goldman Sachs (GS) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-11-25 09:18AM	Best Growth Stocks to Buy for April 11th (Zacks)
05:56AM	Zacks.com featured highlights Griffon, BGC, Kingstone and Sterling Infrastructure (Zacks)
Apr-10-25 09:48AM	Grab These 4 Stocks With Solid Net Profit Margins to Boost Returns (Zacks)
08:42AM	LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock? (Zacks)
Apr-09-25 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook BGC Group (BGC) (Zacks) +8.59%
05:46AM	Zacks Industry Outlook Highlights Interactive Brokers, Robinhood Markets and BGC Group (Zacks)
Apr-08-25 10:05AM	Is BGC Group, Inc. (BGC) the Best Low Cost Stock to Buy According to Billionaires? (Insider Monkey)
08:22AM	3 Investment Banks Poised to Defy Industry's Tariff Tensions (Zacks)
08:00AM	BGC Group to Report First Quarter 2025 Financial Results on May 7, 2025 (PR Newswire)
06:12AM	New Strong Buy Stocks for April 8th (Zacks)
Apr-04-25 09:40AM	Should Value Investors Buy BGC Group, Inc. (BGC) Stock? (Zacks) -9.31%
Apr-03-25 11:40AM	BGC vs. TW: Which Stock Is the Better Value Option? (Zacks) -5.50%
09:35AM	BGC Group price target lowered to $15 from $16 at BofA (TipRanks)
07:46AM	Scoop Up These 3 GARP Stocks to Receive Handsome Returns (Zacks)
06:40AM	New Strong Buy Stocks for April 3rd (Zacks)
Apr-02-25 08:54AM	BGC Group Wraps Up OTC Global Buyout: Should You Buy BGC Stock Now? (Zacks)
Apr-01-25 08:40AM	BGC Group completes acquisition of OTC Global Holdings (PR Newswire)
Mar-30-25 10:00AM	Comprehensive Q1 Review Of My Stock Picks + Ratings Updates (Seeking Alpha)
Mar-28-25 07:00AM	New Strong Buy Stocks for March 28th (Zacks)
02:53AM	Best Value Stocks to Buy for March 28th (Zacks)
Mar-27-25 09:27AM	CME Group At A New All-Time High - Valuation Concerns Justified? (SeekingAlpha)
Mar-26-25 08:00AM	BGC Group Updates its Outlook for the First Quarter of 2025 (PR Newswire)
Mar-24-25 05:02AM	Best Growth Stocks to Buy for March 24th (Zacks)
Mar-21-25 09:40AM	Are Finance Stocks Lagging BGC Group, Inc. (BGC) This Year? (Zacks)
09:36AM	Best Growth Stocks to Buy for March 21st (Zacks)
09:24AM	Best Value Stocks to Buy for March 21st (Zacks)
06:05AM	New Strong Buy Stocks for March 21st (Zacks)
Mar-19-25 03:04PM	Is BGC Group (BGC) Stock a Solid Choice Right Now? (Zacks)
Feb-20-25 02:55PM	Trumps FBI Pick Stands to Make Millions From Fashion Brand Shein (The Wall Street Journal)
Feb-18-25 08:01PM	Stephen Merkel named Chairman of BGC Group's Board of Directors (PR Newswire)
08:01PM	BGC Group announces John Abularrage, JP Aubin, and Sean Windeatt appointed Co-Chief Executive Officers (PR Newswire)
08:00PM	Howard Lutnick Confirmed as 41st United States Secretary of Commerce; Steps Down as BGC Group Chairman of the Board and Chief Executive Officer (PR Newswire)

BGC Group, Inc. engages in the provision of brokerage and financial technology services. It offers trade execution and broker-dealer services specializing in Fixed Income (Rates and Credit), Foreign Exchange, Equities, Energy and Commodities, Shipping, and Futures. The company was founded in 2004 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CF GROUP MANAGEMENT INC	Managing General Partner CFLP	Oct 06 '25	Buy	9.21	8,973,721	82,631,818	102,314,198	Oct 06 06:08 PM
CANTOR FITZGERALD, L. P.	Director	Oct 06 '25	Buy	9.21	8,973,721	82,631,818	102,314,198	Oct 06 06:05 PM
LUTNICK HOWARD W	Director	Oct 06 '25	Sale	9.21	8,973,721	82,631,818	0	Oct 06 06:02 PM
Lutnick Brandon	Director	Oct 06 '25	Buy	9.21	8,973,721	82,631,818	109,405,906	Oct 06 05:57 PM
Hauf Jason W.	Chief Financial Officer	Aug 21 '25	Sale	9.86	29,023	286,167	77,196	Aug 22 04:24 PM
MBANEFO ARTHUR U	Director	Jun 10 '25	Sale	9.77	18,151	177,335	19,309	Jun 12 04:18 PM

Open in Screener

NDAQ

Nasdaq Inc

Oct 06 • 04:00PM ET

88.17

+0.56 0.64 %

Financial • Financial Data & Stock Exchanges • USA • NASD

Peers: ICE SPGI SCHW CME MSCI MOOD CBOE FDS MKTX NLY

| Held by: VTI VO VOO IVV SPY VTV VOE XLF VIG RSP

Index	S&P 500	P/E	33.88	EPS (ttm)	2.60	Insider Own	20.87%	Shs Outstand	573.91M	Perf Week	-0.61%
Market Cap	50.59B	Forward P/E	23.77	EPS next Y	3.71	Insider Trans	-0.04%	Shs Float	454.06M	Perf Month	-5.68%
Enterprise Value	59.36B	PEG	2.45	EPS next Q	0.83	Inst Own	74.65%	Short Float	1.28%	Perf Quarter	-0.47%
Income	1.51B	P/S	6.24	EPS this Y	18.56%	Inst Trans	-1.35%	Short Ratio	1.66	Perf Half Y	29.19%
Sales	8.11B	P/B	4.28	EPS next Y	10.96%	ROA	4.98%	Short Interest	5.81M	Perf YTD	14.05%
Book/sh	20.58	P/C	54.58	EPS next 5Y	13.80%	ROE	13.28%	52W High	97.63 -9.69%	Perf Year	20.80%
Cash/sh	1.62	P/FCF	23.71	EPS past 3/5Y	-6.38% 4.53%	ROIC	7.20%	52W Low	64.84 35.98%	Perf 3Y	54.39%
Dividend Est.	1.05 (1.19%)	EV/EBITDA	21.09	Sales past 3/5Y	7.93% 11.67%	Gross Margin	52.98%	Volatility	1.33% 1.77%	Perf 5Y	117.92%
Dividend TTM	1.02 (1.16%)	EV/Sales	7.32	EPS Y/Y TTM	49.91%	Oper. Margin	27.06%	ATR (14)	1.48	Perf 10Y	408.48%
Dividend Ex-Date	Sep 12, 2025	Quick Ratio	0.96	Sales Y/Y TTM	23.55%	Profit Margin	18.59%	RSI (14)	40.26	Recom	1.68
Dividend Gr. 3/5Y	10.33% 8.68%	Current Ratio	0.96	EPS Q/Q	103.63%	SMA20	-2.21%	Beta	0.99	Target Price	102.89
Payout	48.74%	Debt/Eq	0.82	Sales Q/Q	16.63%	SMA50	-5.38%	Rel Volume	1.00	Prev Close	87.61
Employees	9162	LT Debt/Eq	0.77	Earnings	Oct 21 BMO	SMA200	5.40%	Avg Volume	3.51M	Price	88.17
IPO	Jul 01, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.47% 2.24%	Trades		Volume	3,518,238	Change	0.64%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-25-25	Upgrade	UBS	Neutral → Buy	$115
Apr-17-25	Upgrade	Redburn Atlantic	Neutral → Buy	$91
Apr-08-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$74
Jan-08-25	Upgrade	Deutsche Bank	Hold → Buy	$80 → $98
Nov-25-24	Initiated	William Blair	Outperform
Oct-14-24	Upgrade	Raymond James	Mkt Perform → Outperform	$82
Sep-27-24	Initiated	RBC Capital Mkts	Outperform	$88
Sep-26-24	Initiated	TD Cowen	Hold	$83
Sep-09-24	Reiterated	Oppenheimer	Outperform	$78 → $80
Sep-04-24	Upgrade	BofA Securities	Underperform → Buy	$53 → $90
May-08-24	Downgrade	Rosenblatt	Buy → Neutral	$76 → $64
Apr-11-24	Initiated	Barclays	Overweight	$76
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$59 → $80
Apr-03-24	Initiated	Edward Jones	Buy
Mar-26-24	Upgrade	Goldman	Neutral → Buy	$73
Dec-01-23	Resumed	Goldman	Neutral	$58
Apr-11-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$70 → $60
Jan-26-23	Downgrade	Deutsche Bank	Buy → Hold	$72 → $60
Nov-14-22	Initiated	Redburn	Neutral
Nov-02-22	Downgrade	Credit Suisse	Outperform → Neutral	$66 → $57

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Aug-05-25 04:05PM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)
Aug-04-25 04:05PM	Nasdaq Reports July 2025 Volumes (GlobeNewswire)
Aug-01-25 11:45AM	Cboe Global Q2 Earnings Surpass Estimates on Higher Revenues (Zacks)
Jul-31-25 12:27PM	Intercontinental Exchange Q2 Earnings & Revenues Top Estimates (Zacks)
07:46AM	Namib Minerals Provides Corporate Update (GlobeNewswire)
Jul-30-25 12:45PM	Looking for a Growth Stock? 3 Reasons Why Nasdaq (NDAQ) is a Solid Choice (Zacks)
12:00PM	Nasdaq (NDAQ) is a Great Momentum Stock: Should You Buy? (Zacks)
Jul-28-25 03:09PM	Outage Hits Microsoft Windows, Disrupting Flights, Cities and Businesses (The Wall Street Journal)
Jul-26-25 05:27AM	Nasdaq (NDAQ) Climbs on Impressive Q2 Earnings (Insider Monkey)
Jul-25-25 09:40AM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date July 15, 2025 (GlobeNewswire)
07:06AM	Nasdaq: Q2 Earnings Snapshot (Associated Press Finance)
Jul-24-25 03:56PM	Analyst Report: Nasdaq, Inc. (Morningstar Research) +5.91%
12:39PM	NDAQ Beats Q2 Earnings & Revenue Estimates, Tweaks Expense View (Zacks)
08:10AM	Nasdaq (NDAQ) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:01AM	Nasdaq Announces Quarterly Dividend of $0.27 Per Share (GlobeNewswire)
07:00AM	Nasdaq Reports Second Quarter 2025 Results; Double-Digit Net Revenue Growth Reflects Strong Momentum Across All Divisions (GlobeNewswire)
05:20AM	Intel headlines busy earnings slate (MarketWatch)
04:34AM	Stock Market Today: S&P 500 eyes fresh record, Dow to dip on IBM slide, Nasdaq gain as Tesla earnings disappoint but Alphabet results sees stock gain; Intel numbers on tap. (MarketWatch)
Jul-23-25 12:06PM	CME Q2 Earnings, Revenues Beat Estimates on Higher Trading Volume (Zacks)
Jul-22-25 03:00PM	CME Group and Nasdaq Extend Exclusive Nasdaq-100 Futures License Through 2039 (PR Newswire)
11:46AM	Will Nasdaq Pull Off a Surprise This Earnings Season? (Zacks)
Jul-21-25 01:02PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
10:20AM	Is a Beat in the Cards for CME Group This Earnings Season? (Zacks)
09:15AM	Ahead of Nasdaq (NDAQ) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
07:30AM	Nasdaq Verafin Announces Launch of its Agentic AI Workforce, Delivering a Step Change in AML Compliance Efficiency (GlobeNewswire)
Jul-18-25 08:00PM	Thomson Reuters Corp to Join the Nasdaq-100 Index Beginning July 28, 2025 (GlobeNewswire)
04:41PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
01:25PM	Nasdaq statement on the preliminary proxy filed by Invesco QQQ Trust and the proposals contained within it (GlobeNewswire)
11:16AM	Invesco stock soars after seeking to convert QQQ Trust to open-ended fund (Investing.com)
Jul-17-25 10:00AM	Nasdaq (NDAQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-16-25 04:05PM	Nasdaq Halts Bowen Acquisition Corp. (GlobeNewswire)
Jul-15-25 02:31PM	LA CorpGov Forum Sept 4: Featuring Sports, Entertainment, IPOs, VCs, Activism & Asia (CorpGov.com)
Jul-11-25 04:05PM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SKULE JEREMY	EVP, CSO	Oct 01 '25	Sale	88.22	2,105	185,703	88,341	Oct 03 04:00 PM
JEREMY SKULE	Officer	Oct 01 '25	Proposed Sale	88.22	2,105	185,703		Oct 01 04:03 PM
SKULE JEREMY	EVP, CSO	Sep 02 '25	Sale	93.22	2,105	196,228	90,446	Sep 04 04:00 PM
JEREMY SKULE	Officer	Sep 02 '25	Proposed Sale	93.22	2,105	196,228		Sep 02 04:03 PM
BEGLEY CHARLENE T	Director	Aug 04 '25	Sale	96.60	3,000	289,800	46,001	Aug 06 04:00 PM
SKULE JEREMY	EVP, CSO	Aug 01 '25	Sale	95.49	2,105	201,006	92,551	Aug 05 04:03 PM
Charlene Begley	Director	Aug 04 '25	Proposed Sale	96.60	3,000	289,802		Aug 04 04:13 PM
JEREMY SKULE	Officer	Aug 01 '25	Proposed Sale	95.49	2,105	201,006		Aug 01 04:02 PM
Daly Michelle Lynn	SVP, Controller & PAO	Jul 25 '25	Sale	93.45	8,691	812,174	8,879	Jul 29 04:17 PM
MICHELLE DALY	Officer	Jul 25 '25	Proposed Sale	93.46	8,691	812,243		Jul 25 04:08 PM
Peterson Bradley J	EVP, CIO	Jul 02 '25	Sale	88.87	11,508	1,022,716	111,035	Jul 03 01:11 PM
SKULE JEREMY	EVP, CSO	Jul 01 '25	Sale	89.17	2,105	187,703	94,656	Jul 03 01:09 PM
BRADLEY J PETERSON	Officer	Jul 02 '25	Proposed Sale	88.87	11,508	1,022,763		Jul 02 04:33 PM
JEREMY SKULE	Officer	Jul 01 '25	Proposed Sale	89.17	2,105	187,703		Jul 01 04:02 PM
Griggs PC Nelson	Pres. Capital Access Platforms	Jun 06 '25	Sale	85.22	4,000	340,880	207,405	Jun 09 04:04 PM
SKULE JEREMY	EVP, CSO	Jun 06 '25	Sale	85.00	2,104	178,840	96,438	Jun 09 04:03 PM
P C GRIGGS	Officer	Jun 06 '25	Proposed Sale	85.22	4,000	340,880		Jun 06 05:15 PM
JEREMY SKULE	Officer	Jun 06 '25	Proposed Sale	85.00	2,104	178,840		Jun 06 04:05 PM
SKULE JEREMY	EVP, CSO	Jun 02 '25	Sale	83.28	1,053	87,694	98,542	Jun 04 04:04 PM
JEREMY SKULE	Officer	Jun 02 '25	Proposed Sale	83.28	1,053	87,694		Jun 02 04:19 PM
Griggs PC Nelson	Pres. Capital Access Platforms	May 27 '25	Sale	83.03	8,000	664,240	211,405	May 29 04:15 PM
P C GRIGGS	Officer	May 27 '25	Proposed Sale	83.03	8,000	664,252		May 27 04:08 PM
SKULE JEREMY	EVP, CSO	May 12 '25	Sale	81.52	1,053	85,841	99,595	May 14 04:00 PM
JEREMY SKULE	Officer	May 12 '25	Proposed Sale	81.52	1,053	85,841		May 12 04:11 PM
Smith Bryan Everard	EVP, CPO	Apr 04 '25	Sale	71.81	657	47,179	61,980	Apr 07 04:05 PM
BRYAN SMITH	Officer	Apr 04 '25	Proposed Sale	71.81	657	47,179		Apr 04 04:01 PM
Smith Bryan Everard	EVP, CPO	Apr 01 '25	Sale	75.71	2,000	151,420	58,752	Apr 03 04:39 PM
Smith Bryan Everard	EVP, CPO	Apr 02 '25	Sale	75.67	1,132	85,658	63,450	Apr 03 04:39 PM
Peterson Bradley J	EVP, CIO	Apr 02 '25	Sale	75.67	2,308	174,646	134,772	Apr 03 04:20 PM
BRYAN SMITH	Officer	Apr 02 '25	Proposed Sale	75.67	1,132	85,658		Apr 02 04:04 PM
BRADLEY PETERSON	Officer	Apr 02 '25	Proposed Sale	75.67	2,308	174,646		Apr 02 04:03 PM
BRYAN SMITH	Officer	Apr 01 '25	Proposed Sale	75.71	2,000	151,420		Apr 01 04:03 PM
Youngwood Sarah	Executive Vice President	Mar 17 '25	Sale	73.68	14,959	1,102,179	59,694	Mar 19 04:08 PM
SARAH YOUNGWOOD	Officer	Mar 17 '25	Proposed Sale	73.68	14,959	1,102,246		Mar 17 04:17 PM
Smith Bryan Everard	Executive Vice President	Mar 03 '25	Sale	82.78	3,500	289,730	60,752	Mar 05 04:03 PM
BRYAN SMITH	Officer	Mar 03 '25	Proposed Sale	82.78	3,500	289,730		Mar 03 04:16 PM
Peterson Bradley J	Executive Vice President	Feb 26 '25	Sale	79.79	17,056	1,360,898	131,075	Feb 27 04:05 PM
BRADLEY PETERSON	Officer	Feb 26 '25	Proposed Sale	79.79	17,056	1,360,876		Feb 26 04:03 PM
Tal Cohen	President, Market Platforms	Feb 06 '25	Sale	83.75	8,955	749,981	127,940	Feb 10 04:07 PM
Tal Cohen	Officer	Feb 06 '25	Proposed Sale	82.80	8,955	741,474		Feb 06 04:30 PM
Smith Bryan Everard	Executive Vice President	Feb 03 '25	Sale	81.56	3,500	285,460	55,576	Feb 04 04:27 PM
BRYAN SMITH	Officer	Feb 03 '25	Proposed Sale	81.56	3,500	285,460		Feb 03 04:03 PM
SKULE JEREMY	Executive Vice President	Dec 09 '24	Sale	80.88	12,074	976,485	86,305	Dec 10 04:18 PM
JEREMY SKULE	Officer	Dec 09 '24	Proposed Sale	80.88	12,074	976,564		Dec 09 04:05 PM
SKULE JEREMY	Executive Vice President	Nov 18 '24	Sale	78.75	12,075	950,906	102,505	Nov 20 04:18 PM
JEREMY SKULE	Officer	Nov 18 '24	Proposed Sale	78.76	12,075	950,975		Nov 18 04:31 PM
ZOLLAR ALFRED W	Director	Nov 13 '24	Buy	80.24	2,542	203,970	49,293	Nov 14 04:29 PM
Peterson Bradley J	Executive Vice President	Nov 13 '24	Sale	79.58	11,820	940,636	131,010	Nov 14 04:23 PM
BRADLEY PETERSON	Officer	Nov 13 '24	Proposed Sale	79.58	11,820	940,663		Nov 13 04:03 PM
Griggs PC Nelson	President, Capital Access Plat	Nov 11 '24	Sale	80.21	5,000	401,050	195,821	Nov 12 04:08 PM
Griggs PC Nelson	President, Capital Access Plat	Nov 08 '24	Sale	79.51	5,000	397,550	200,821	Nov 12 04:08 PM
Griggs PC Nelson	Officer	Nov 11 '24	Proposed Sale	80.21	5,000	401,054		Nov 12 10:47 AM
Griggs PC Nelson	Officer	Nov 08 '24	Proposed Sale	79.51	5,000	397,573		Nov 08 05:39 PM
Griggs PC Nelson	President, Capital Access Plat	Nov 06 '24	Sale	77.34	5,742	444,086	205,821	Nov 08 04:29 PM
SKULE JEREMY	Executive Vice President	Nov 06 '24	Sale	77.92	12,000	935,040	114,580	Nov 08 04:21 PM
Griggs PC Nelson	Officer	Nov 06 '24	Proposed Sale	77.34	5,742	444,095		Nov 06 06:14 PM
JEREMY SKULE	Officer	Nov 06 '24	Proposed Sale	77.92	12,000	935,082		Nov 06 04:04 PM
Tal Cohen	President, Market Platforms	Nov 01 '24	Sale	74.00	6,900	510,600	136,826	Nov 04 04:08 PM
Tal Cohen	President, Market Platforms	Oct 31 '24	Sale	74.31	3,984	296,051	143,376	Nov 04 04:08 PM
Tal Cohen	Officer	Oct 31 '24	Proposed Sale	74.25	10,884	808,137		Oct 31 06:34 PM
Griggs PC Nelson	President, Capital Access Plat	Oct 28 '24	Sale	75.71	6,000	454,260	215,563	Oct 30 04:07 PM
Griggs PC Nelson	President, Capital Access Plat	Oct 29 '24	Sale	76.05	4,000	304,200	211,563	Oct 30 04:07 PM
Peterson Bradley J	Executive Vice President	Oct 28 '24	Sale	75.32	13,642	1,027,448	142,830	Oct 30 04:05 PM
Griggs PC Nelson	Officer	Oct 29 '24	Proposed Sale	76.06	4,000	304,238		Oct 29 05:40 PM
Griggs PC Nelson	Officer	Oct 28 '24	Proposed Sale	75.71	6,000	454,282		Oct 28 05:12 PM
Peterson Bradley J	Officer	Oct 28 '24	Proposed Sale	75.32	13,642	1,027,478		Oct 28 04:59 PM

Open in Screener

CME

CME Group Inc

Oct 06 • 04:00PM ET

262.05

-2.62 -0.99 %

Financial • Financial Data & Stock Exchanges • USA • NASD

Peers: ICE CBOE NDAQ MKTX MSCI SPGI MCO FDS INFO COIN

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM QUAL DIVO

Index	S&P 500	P/E	25.36	EPS (ttm)	10.33	Insider Own	0.43%	Shs Outstand	359.65M	Perf Week	-3.74%
Market Cap	94.44B	Forward P/E	22.68	EPS next Y	11.56	Insider Trans	-1.77%	Shs Float	358.81M	Perf Month	0.04%
Enterprise Value	96.11B	PEG	4.22	EPS next Q	2.68	Inst Own	90.79%	Short Float	1.29%	Perf Quarter	-4.93%
Income	3.72B	P/S	14.66	EPS this Y	8.25%	Inst Trans	-0.27%	Short Ratio	2.32	Perf Half Y	2.98%
Sales	6.44B	P/B	3.40	EPS next Y	4.05%	ROA	2.49%	Short Interest	4.63M	Perf YTD	12.84%
Book/sh	77.13	P/C	44.85	EPS next 5Y	6.01%	ROE	13.62%	52W High	290.79 -9.88%	Perf Year	20.12%
Cash/sh	5.84	P/FCF	22.99	EPS past 3/5Y	9.88% 10.36%	ROIC	11.83%	52W Low	208.75 25.53%	Perf 3Y	58.18%
Dividend Est.	11.38 (4.34%)	EV/EBITDA	21.16	Sales past 3/5Y	9.34% 4.67%	Gross Margin	82.82%	Volatility	1.74% 1.53%	Perf 5Y	75.01%
Dividend TTM	4.87 (1.86%)	EV/Sales	14.91	EPS Y/Y TTM	13.98%	Oper. Margin	65.31%	ATR (14)	4.31	Perf 10Y	256.45%
Dividend Ex-Date	Sep 09, 2025	Quick Ratio	1.02	Sales Y/Y TTM	11.15%	Profit Margin	57.75%	RSI (14)	42.12	Recom	2.52
Dividend Gr. 3/5Y	14.93% 13.59%	Current Ratio	1.02	EPS Q/Q	15.91%	SMA20	-0.67%	Beta	0.39	Target Price	286.59
Payout	107.52%	Debt/Eq	0.14	Sales Q/Q	10.41%	SMA50	-2.91%	Rel Volume	1.10	Prev Close	264.67
Employees	3760	LT Debt/Eq	0.13	Earnings	Oct 22 BMO	SMA200	-0.08%	Avg Volume	1.99M	Price	262.05
IPO	Dec 06, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.58% 0.38%	Trades		Volume	2,190,499	Change	-0.99%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-25-25	Upgrade	Citigroup	Neutral → Buy	$300
Jul-24-25	Downgrade	UBS	Buy → Neutral	$305
Apr-08-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$301
Mar-10-25	Upgrade	Raymond James	Mkt Perform → Outperform	$287
Jan-06-25	Downgrade	Citigroup	Buy → Neutral	$255 → $250
Oct-08-24	Downgrade	Redburn Atlantic	Buy → Neutral	$244
Sep-27-24	Initiated	RBC Capital Mkts	Sector Perform	$235
Sep-26-24	Initiated	TD Cowen	Hold	$221
Sep-03-24	Downgrade	BofA Securities	Neutral → Underperform	$212 → $177
Jun-21-24	Downgrade	JP Morgan	Neutral → Underweight	$206 → $187
Jan-08-24	Downgrade	Barclays	Overweight → Equal Weight	$244 → $222
Jan-03-24	Downgrade	Goldman	Neutral → Sell	$195
Sep-06-23	Upgrade	BofA Securities	Underperform → Neutral	$167 → $204
Jun-28-23	Initiated	Barclays	Overweight	$215
Jan-05-23	Upgrade	Credit Suisse	Neutral → Outperform	$191
Oct-12-22	Upgrade	Deutsche Bank	Hold → Buy	$212 → $200
Oct-12-22	Initiated	Citigroup	Buy	$220
Aug-17-22	Initiated	Rosenblatt	Sell	$171
Aug-15-22	Downgrade	Raymond James	Outperform → Mkt Perform
Jun-10-22	Upgrade	Atlantic Equities	Neutral → Overweight	$235

Show Previous Ratings

Oct-06-25 08:32AM	Earnings Preview: What to Expect From CME Group's Report (Barchart)
Oct-05-25 07:48PM	Is the Bull Run Back? Bitcoin Soars on a Wave of Macro Signals (BeInCrypto)
Oct-04-25 10:00AM	Sports-Betting Stocks Face Growing Threat From Prediction Rivals (Bloomberg)
Oct-02-25 10:10PM	CME Group to Launch 24/7 Crypto Futures and Options Trading in Early 2026 (99bitcoins)
04:23PM	Crypto AI Sector Valuation Hits $32B as NVIDIA Stock Price Taps All Time Highs (Coinspeaker)
02:09PM	Loading…
02:09PM	Leading TradFi Derivatives Marketplace CME Group Expands Crypto Offerings to 24/7 (Coinspeaker)
12:51PM	CME Group Eyes 24/7 Trading on Options and Futures Ahead of XRP, Solana Debut (decrypt)
10:00AM	CME Group to Offer Around-the-Clock Trading for Cryptocurrency Futures and Options (PR Newswire)
07:30AM	CME Group Reports Second-Highest Q3 and September ADV (PR Newswire)
Oct-01-25 10:41AM	Weak ADP Jobs Data Cements Rate-Cut Expectations (The Wall Street Journal)
09:48AM	Morgan Stanley says buy into weakness in Flutter and DraftKings after Kalshi enters parlays market (MarketWatch)
04:06AM	XRP Futures See Institutional Adoption, Solana Futures Hit $1B OI in 5 Months, Outpacing Bitcoin and Ether: CME Group (CoinDesk)
Sep-30-25 06:29AM	The Zacks Analyst Blog Highlights Wells Fargo, CME Group, EOG Resources, AmeriServ Financial (Zacks)
Sep-29-25 06:45PM	Top Research Reports for Wells Fargo, CME & EOG Resources (Zacks)
12:41PM	Gold Surge Gives U.S. Treasury an 'Antiques Roadshow' Surprise (Barrons.com)
08:17AM	Loading…
08:17AM	ICE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:00AM	CME Group Files to Expand FICC Cross-Margining to End User Clients (PR Newswire)
Sep-26-25 11:12AM	CME Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
10:26AM	NDAQ Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:46AM	PCE Inflation Data In Line, Bolsters Fed Rate Cut Outlook (Live Coverage) (Investor's Business Daily)
Sep-25-25 02:24PM	Strong Jobs Report Sends Dollar Flying As Bitcoin Falls Below $111K End of BTC Bull Market? (Cryptonews)
12:24PM	Market Cap Game Show: Planes, Steaks & Automobiles (Motley Fool)
11:47AM	Why Good Economic News Could Dash Hopes of a Fed Rate Cut (Barrons.com)
Sep-24-25 10:35AM	Powell Sees Stocks As Expensive. That's Not His Problem. (Barrons.com)
08:45AM	4 Crypto-Centric Stocks to Grab Before Bitcoin's Next Rally (Zacks)
Sep-23-25 09:11PM	Stocks fall as dollar rises, gold falls with Fed rate path in question (Reuters)
Sep-22-25 02:00AM	Taking the Pulse of Investors with Options Skew Ratio (CME Group)
Sep-19-25 05:36PM	Is the Market Bullish or Bearish? How the CVOL Skew Ratio Reveals Market Sentiment (CME Group)
Sep-18-25 04:28PM	Major U.S. Stock Indexes Close Higher; Intel Jumps on Nvidia Deal (The Wall Street Journal)
04:20PM	Stocks Climb to Records Again (The Wall Street Journal)
07:07AM	Loading…
07:07AM	FOMC Meeting: What Does the Federal Reserves September Rate Cut Mean for Bitcoin? (99bitcoins)
Sep-17-25 04:55PM	SEC Eyes New Exchange That Could Upend the Options Market (Barrons.com)
02:31PM	Fed Pumps Up Hopes For Three Rate Cuts This Year, Powell Speaks; S&P 500 Wavers (Live Coverage) (Investor's Business Daily)
11:42AM	CME Group Inc. (CME): A Bull Case Theory (Insider Monkey)
10:05AM	CME Group to Launch Options on Solana and XRP Futures (PR Newswire)
09:38AM	IPO Stock Leads Key Group To Watch With Fed Rate Vote Due (Investor's Business Daily)
Sep-16-25 01:07PM	CME Group Adjusted Interest Rate Total Return Futures Reach Record Open Interest of 1 Million Contracts (PR Newswire)
Sep-15-25 02:50PM	These amateur traders won big as metals prices boomed in 2025. Here's how they did it. (MarketWatch)
Sep-12-25 04:07PM	Stock market today: Nasdaq notches 5th straight record, Dow tumbles as Wall Street gears up for Fed week (Yahoo Finance)
01:56PM	Trade Tracker: Kevin Simpson buys more Home Depot, IBM and CME Group (CNBC TV)
01:56PM	Final Trades: Bitmine Immersion Tech, NRG Energy, CME Group and the IBIT (CNBC TV)
Sep-11-25 06:37PM	Stock market today: S&P 500, Nasdaq head for records with Fed rate cut seen as done deal (Yahoo Finance)
06:37PM	Stock market today: Dow, S&P 500, Nasdaq muted with Fed rate cut seen as done deal (Yahoo Finance)
06:37PM	Stock market today: Dow, S&P 500, Nasdaq mixed with Fed rate cut seen as done deal (Yahoo Finance)
06:37PM	Stock market today: Dow slips, S&P 500 and Nasdaq waver with Fed rate cut seen as done deal (Yahoo Finance)
Sep-10-25 06:49PM	CME Group CEO Terry Duffy reacts to record market gains (CNBC TV)
12:30PM	Bitcoin Braces For Fed Decision As Polymarket Traders Bet On A 0.25% Cut (Benzinga)
11:12AM	Bitcoin eyes breakout toward ATH as 50bps Fed rate cut odds climb to 17% (CryptoSlate)
Sep-09-25 10:59PM	Asia stocks gain, bonds fall as traders judge odds of bigger Fed cut (Reuters)
12:10PM	Gold rallies to new record on U.S. rate cut hopes, Fed tension (Reuters)
09:00AM	CME Group Launches Analytics to Empower Volatility Traders In Increasingly Active Options Market (PR Newswire)
Sep-08-25 11:55AM	CME Group Credit Futures Reach New Volume and Open Interest Milestones (PR Newswire)
06:08AM	US stock index futures inch up on rate-cut hopes after last session's pullback (Reuters)
06:08AM	Nasdaq notches record high close; traders focus on rate cuts (Reuters)
Sep-06-25 04:04AM	Chances of 50bp fed cut emerge after weak jobs report (Investing.com)
Sep-05-25 07:27PM	Analyst Report: CME Group Inc. (Morningstar Research)
12:15PM	Mexican Equities Offer the Possibility of Diversification (CME Group)
11:39AM	Traders See Chance of Half-Point Rate Cut After Weak Payrolls (The Wall Street Journal)
07:30AM	CME Group Inc. Announces Third-Quarter 2025 Earnings Release, Conference Call (PR Newswire)
Sep-04-25 08:00AM	Leading Financial Institutions to Join BrokerTec Chicago for First Day of Trading (PR Newswire)
04:48AM	Is CME Group Stock Outperforming the S&P 500? (Barchart)
Sep-03-25 09:08AM	US Treasury Yields Brush With 5% as Global Borrowing Costs Mount (Bloomberg)
07:30AM	CME Group Reports Second-Highest August ADV of 28.1 Million Contracts (PR Newswire)
Sep-02-25 09:30AM	Farmer sentiment weakens as producer confidence in future wanes (PR Newswire)
Aug-28-25 10:19AM	Intercontinental Exchange Trades Above 200-Day SMA: Time to Hold? (Zacks)
Aug-27-25 01:13PM	Markets Are Betting on a Flurry of Rate Cuts. Theyre Often Wrong. (Barrons.com)
12:26PM	Google Reveals Layer-1 'Universal Ledger' Plans as Circle, Stripe Prep Rival Chains (decrypt)
09:27AM	NDAQ Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
07:43AM	Google Cloud Building Blockchain for Digital Payments: Details (Coinspeaker)
02:12AM	Google Cloud Unveils L1 Blockchain To Power Payments And Settlements (Cryptonews)
01:53AM	XRP Eyes $3.20 as Bull-Flag Pattern Forms, Key Support at $2.89 (CoinDesk)
Aug-26-25 11:55PM	XRP Futures Break $1B Open Interest Mark on CME Platform (Cryptonews)
07:09PM	CME Group, FanDuel Partner on New Stock, Commodity Bets (Bloomberg)
04:43PM	XRP Jumps 6% to Top Market Gainers as Bitcoin Retakes $111K (CoinDesk)
11:52AM	XRP Futures Set Open Interest Record at CME, With $3.70 Eyed Next (CoinDesk)
09:00AM	CME Group Trades Above 200-Day SMA: Time to Hold CME Stock? (Zacks)
04:50AM	XRP Futures $1 Billion OI Milestone Paves Way for Spot XRP ETF Approval (Coinspeaker)
Aug-25-25 11:31PM	Financial Exchanges & Data Stocks Q2 Teardown: CME Group (NASDAQ:CME) Vs The Rest (StockStory)
10:41PM	Asian shares decline following Wall Street's dip (Associated Press Finance)
10:29AM	CBOE Stock Rises 26.1% YTD: A Signal for Investors to Hold Tight? (Zacks)
03:14AM	The Smartest Blue Chip Stocks to Buy With $2,000 Right Now (Motley Fool)
Aug-23-25 01:41PM	3 Reasons Bitcoin Price Failed to Cross $120K Despite Ethereum All-Time High Rally (Coinspeaker)
Aug-22-25 05:41PM	What Wall Street Thought of Todays Powell Speech (The Wall Street Journal)
11:30AM	CME (CME) Down 1.4% Since Last Earnings Report: Can It Rebound? (Zacks)
10:18AM	Powell Remarks Boost Rate-Cut Bets (The Wall Street Journal)
07:48AM	Baron Durable Advantage Fund Added CME Group (CME) Driven by Varied Growth Drivers (Insider Monkey)
02:00AM	REIT Stocks Have Struggled. Where Income Investors Can Find Value. (Barrons.com)
Aug-21-25 06:30PM	CME Group CEO on partnership with FanDuel to launch financial market betting (CNBC TV)
04:50PM	In niche wheat futures market, rebooted legacy contract fends off new offering from giant rival (Reuters)
04:03PM	FanDuel Places Opening Bet on Promising But Precarious Prediction Markets (The Wall Street Journal)
02:57PM	FanDuel to Offer Bets on Stocks and Commodities (Bloomberg)
10:57AM	Stock Market Today: Walmart and jobs data disappoints; stocks face declines (TheStreet)
08:08AM	5 Things to Know Before the Stock Market Opens (Investopedia)
08:05AM	CME Group and FanDuel Join Forces to Let Investors Bet on Financial Market Outcomes (Investopedia)
05:18AM	Zacks Industry Outlook Highlights S&P Global, Intercontinental Exchange, CME, Nasdaq and Cboe Global Markets (Zacks)
Aug-20-25 10:30PM	FanDuel Teams Up With CME for Bets on Stocks and Commodities (Bloomberg)
05:15PM	CME Teams with FanDuel to Launch Betting on Financial Markets (The Wall Street Journal)
04:43PM	FanDuel teams up with exchange operator CME for event contracts push (Reuters)
04:15PM	CME Group and FanDuel Partner to Develop Innovative Event Contracts Platform (PR Newswire)
Aug-19-25 01:50PM	5 Securities & Exchanges Stocks to Track as Industry Dynamics Evolve (Zacks)

CME Group, Inc. operates a derivatives marketplace, which offers a range of futures and options products for risk management. Its exchanges offer a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange (FX), energy, agricultural commodities and metals. It offers futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. In addition, it also operates CME Clearing, a central counterparty clearing provider. The company was founded in 1898 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SHEPARD WILLIAM R	Director	Sep 25 '25	Buy	265.19	262	69,603	258,459	Sep 26 08:46 PM
SHEPARD WILLIAM R	Director	Sep 25 '25	Buy	265.22	12	3,069	2,466	Sep 26 08:46 PM
Marcus Jonathan L	Sr MD General Counsel	Sep 18 '25	Sale	262.00	392	102,704	7,851	Sep 18 07:30 PM
JONATHAN MARCUS	Officer	Sep 18 '25	Proposed Sale	262.00	392	102,704		Sep 18 04:03 PM
Marcus Jonathan L	Sr MD General Counsel	Sep 16 '25	Sale	258.96	376	97,369	8,537	Sep 17 01:49 PM
McCourt Timothy Francis	Sr MD Global Head Equity & FX	Sep 16 '25	Sale	259.83	379	98,476	9,508	Sep 17 01:48 PM
JONATHAN MARCUS	Officer	Sep 16 '25	Proposed Sale	258.96	376	97,369		Sep 16 04:01 PM
Cutinho Sunil	Chief Information Officer	Aug 26 '25	Sale	271.47	11,896	3,229,444	17,440	Aug 26 04:24 PM
SUNIL CUTINHO	Officer	Aug 26 '25	Proposed Sale	271.47	11,896	3,229,452		Aug 26 04:06 PM
JAMES NEWSOME	Director	Aug 18 '25	Proposed Sale	6.16	32,468	200,055		Aug 18 04:20 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	256	69,282	258,196	Jun 26 06:11 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	11	3,054	2,455	Jun 26 06:11 PM
Carey Charles P	Director	Jun 10 '25	Sale	265.35	500	132,676	4,900	Jun 11 09:10 AM
Carey Charles P	Director	May 28 '25	Proposed Sale	286.37	500	143,185		Jun 04 11:48 AM
Kaye Daniel G	Director	May 22 '25	Sale	282.42	500	141,210	3,668	May 23 12:20 PM
Kaye Daniel G	Director	May 22 '25	Proposed Sale	282.50	500	141,250		May 22 03:43 PM
Marcus Jonathan L	Sr MD General Counsel	May 20 '25	Sale	277.50	390	108,225	6,708	May 21 01:43 PM
JONATHAN MARCUS	Officer	May 20 '25	Proposed Sale	277.50	390	108,225		May 20 04:02 PM
Lockett Phyllis M	Director	May 19 '25	Sale	277.88	1,060	294,553	3,108	May 20 08:32 AM
Lockett Phyllis M	Director	May 19 '25	Proposed Sale	278.95	1,060	295,687		May 19 01:57 PM
GEPSMAN MARTIN J	Director	May 15 '25	Sale	273.17	300	81,951	24,767	May 19 09:08 AM
Carey Charles P	Director	May 15 '25	Sale	272.56	3,000	817,680	5,400	May 19 09:03 AM
Carey Charles P	Director	May 15 '25	Proposed Sale	266.60	3,000	799,800		May 15 10:54 AM
GEPSMAN MARTIN J	Director	May 13 '25	Proposed Sale	267.50	300	80,250		May 13 03:31 PM
Sammann Derek	Sr MD Gl Hd Commodities Mkts	May 05 '25	Sale	280.61	4,650	1,304,847	8,336	May 07 06:16 PM
Sammann Derek	Officer	May 02 '25	Proposed Sale	281.20	4,650	1,307,580		May 02 04:15 PM
Suskind Dennis	Director	Apr 29 '25	Sale	271.28	1,000	271,280	2,915	Apr 30 04:17 PM
Dennis Suskind	Director	Apr 29 '25	Proposed Sale	268.24	1,000	268,240		Apr 29 05:13 PM
GERDES LARRY G	Director	Apr 25 '25	Sale	266.12	2,000	532,239	36,651	Apr 28 12:02 PM
GERDES LARRY G	Director	Apr 24 '25	Sale	264.10	2,000	528,203	38,651	Apr 28 12:02 PM
LARRY G GERDES	Director	Apr 25 '25	Proposed Sale	266.12	2,000	532,239		Apr 25 04:28 PM
LARRY G GERDES	Director	Apr 24 '25	Proposed Sale	264.10	2,000	528,203		Apr 24 04:09 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	263	68,954	257,061	Mar 27 07:19 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	12	3,041	2,443	Mar 27 07:19 PM
Lucas Deborah J	Director	Mar 14 '25	Sale	256.95	1,500	385,425	3,356	Mar 18 12:19 PM
SIEGEL HOWARD J	Director	Mar 13 '25	Sale	260.00	10,000	2,600,000	21,873	Mar 17 02:01 PM
Lucas Deborah J	Director	Mar 14 '25	Proposed Sale	259.00	1,500	388,500		Mar 14 09:43 AM
SIEGEL HOWARD J	Director	Mar 12 '25	Proposed Sale	255.67	20,000	5,113,400		Mar 12 03:20 PM
DUFFY TERRENCE A	Chairman and CEO	Mar 11 '25	Sale	259.18	30,000	7,775,400	53,205	Mar 11 04:44 PM
DUFFY TERRENCE A	Officer	Mar 11 '25	Proposed Sale	258.67	30,000	7,760,000		Mar 11 03:43 PM
Sprague Suzanne	COO & Global Head of Clearing	Mar 03 '25	Sale	256.83	1,500	385,249	8,036	Mar 04 02:11 PM
Sprague Suzanne	Officer	Mar 03 '25	Proposed Sale	256.83	1,500	385,249		Mar 03 05:32 PM
Piell Hilda Harris	Sr MD & Chief HR Officer	Feb 27 '25	Sale	250.47	3,984	997,853	27,046	Feb 28 03:33 PM
Piell Hilda Harris	Officer	Feb 27 '25	Proposed Sale	250.47	3,984	997,853		Feb 27 06:22 PM
Vroman Ken	Chief Transformation Officer	Feb 13 '25	Sale	250.00	5,066	1,266,500	16,715	Feb 14 09:05 AM
Winkler Julie	Sr MD Chief Commercial Officer	Feb 13 '25	Sale	249.17	11,592	2,888,379	21,885	Feb 14 09:02 AM
Winkler Julie	Officer	Feb 13 '25	Proposed Sale	249.17	11,592	2,888,435		Feb 13 06:36 PM
Vroman Ken	Officer	Feb 13 '25	Proposed Sale	250.00	5,066	1,266,500		Feb 13 06:17 PM
SHEPARD WILLIAM R	Director	Jan 16 '25	Buy	227.96	1,369	312,041	256,805	Jan 17 12:12 PM
SHEPARD WILLIAM R	Director	Jan 16 '25	Buy	227.96	60	13,757	2,432	Jan 17 12:12 PM
SHEPARD WILLIAM R	Director	Dec 27 '24	Buy	232.89	264	61,568	255,436	Dec 30 04:49 PM
SHEPARD WILLIAM R	Director	Dec 27 '24	Buy	232.89	12	2,714	2,372	Dec 30 04:49 PM
Cook Elizabeth A	Director	Nov 12 '24	Sale	226.33	750	169,751	18,239	Nov 12 03:16 PM
Cook Elizabeth A	Director	Nov 12 '24	Proposed Sale	226.48	750	169,860		Nov 12 01:22 PM
GEPSMAN MARTIN J	Director	Nov 04 '24	Sale	222.92	400	89,168	25,067	Nov 04 08:05 PM
GEPSMAN MARTIN J	Director	Nov 01 '24	Proposed Sale	227.02	400	90,808		Nov 01 12:20 PM
Cutinho Sunil	Chief Information Officer	Oct 30 '24	Sale	226.64	4,500	1,019,879	27,053	Oct 30 05:33 PM
Bitsberger Timothy S.	Director	Oct 30 '24	Sale	226.96	1,000	226,957	10,589	Oct 30 05:20 PM
TIMOTHY BITSBERGER	Officer	Oct 30 '24	Proposed Sale	226.96	1,000	226,957		Oct 30 04:31 PM
Cutinho Sunil	Officer	Oct 30 '24	Proposed Sale	226.64	4,500	1,019,879		Oct 30 04:23 PM
McCourt Timothy Francis	Sr MD Global Head Equity & FX	Oct 28 '24	Sale	227.12	1,374	312,056	7,275	Oct 29 12:56 PM
McCourt Timothy Francis	Officer	Oct 28 '24	Proposed Sale	227.12	1,374	312,056		Oct 28 04:56 PM

ICE Intercontinental Exchange Inc daily Stock Chart

Peers: CME SPGI NDAQ CBOE MSCI MKTX AON INFO BR

| Held by: VTI VOO IVV SPY VTV XLF VIG IWD VFH SPLG

Index	S&P 500	P/E	30.53	EPS (ttm)	5.21	Insider Own	0.70%	Shs Outstand	572.00M	Perf Week	-5.32%
Market Cap	91.05B	Forward P/E	20.77	EPS next Y	7.66	Insider Trans	-11.21%	Shs Float	568.41M	Perf Month	-8.73%
Enterprise Value	108.42B	PEG	2.55	EPS next Q	1.66	Inst Own	92.87%	Short Float	1.18%	Perf Quarter	-12.11%
Income	3.00B	P/S	7.80	EPS this Y	14.07%	Inst Trans	0.03%	Short Ratio	2.38	Perf Half Y	1.48%
Sales	11.67B	P/B	3.20	EPS next Y	10.61%	ROA	2.13%	Short Interest	6.70M	Perf YTD	6.74%
Book/sh	49.73	P/C	38.27	EPS next 5Y	11.97%	ROE	10.89%	52W High	189.35 -16.00%	Perf Year	-1.16%
Cash/sh	4.16	P/FCF	20.42	EPS past 3/5Y	-12.68% 6.92%	ROIC	6.49%	52W Low	142.29 11.79%	Perf 3Y	75.27%
Dividend Est.	1.93 (1.21%)	EV/EBITDA	17.06	Sales past 3/5Y	2.98% 12.43%	Gross Margin	69.67%	Volatility	1.92% 1.56%	Perf 5Y	60.39%
Dividend TTM	1.89 (1.19%)	EV/Sales	9.29	EPS Y/Y TTM	29.10%	Oper. Margin	41.12%	ATR (14)	2.75	Perf 10Y	248.85%
Dividend Ex-Date	Dec 16, 2025	Quick Ratio	1.01	Sales Y/Y TTM	11.44%	Profit Margin	25.74%	RSI (14)	23.33	Recom	1.68
Dividend Gr. 3/5Y	10.89% 10.35%	Current Ratio	1.01	EPS Q/Q	34.66%	SMA20	-5.76%	Beta	1.08	Target Price	206.62
Payout	37.65%	Debt/Eq	0.69	Sales Q/Q	12.79%	SMA50	-9.73%	Rel Volume	1.37	Prev Close	162.62
Employees	12920	LT Debt/Eq	0.63	Earnings	Oct 30 BMO	SMA200	-6.62%	Avg Volume	2.82M	Price	159.06
IPO	Nov 16, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.34% 0.24%	Trades		Volume	3,857,440	Change	-2.19%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-14-24	Downgrade	Raymond James	Strong Buy → Outperform	$185
Sep-27-24	Initiated	RBC Capital Mkts	Outperform	$200
Sep-26-24	Initiated	TD Cowen	Buy	$182
Aug-02-24	Downgrade	Deutsche Bank	Buy → Hold	$155 → $152
Jul-01-24	Upgrade	Goldman	Neutral → Buy	$143 → $167
Jan-08-24	Upgrade	Barclays	Equal Weight → Overweight	$120 → $148
Sep-22-23	Resumed	Goldman	Neutral	$125
Aug-04-23	Upgrade	Citigroup	Neutral → Buy	$117 → $130
Jun-28-23	Initiated	Barclays	Equal Weight	$123
Nov-17-22	Upgrade	BofA Securities	Neutral → Buy	$116 → $132
Oct-12-22	Initiated	Citigroup	Neutral	$102
Aug-17-22	Initiated	Rosenblatt	Buy	$164
Feb-15-22	Initiated	Credit Suisse	Outperform	$160
Dec-16-21	Initiated	BofA Securities	Neutral	$158
Jun-25-21	Resumed	Credit Suisse	Outperform	$131
Jun-11-21	Initiated	Morgan Stanley	Equal-Weight	$122
Nov-19-20	Upgrade	Raymond James	Outperform → Strong Buy	$115 → $125
Oct-20-20	Resumed	Goldman	Buy	$123
Sep-11-20	Initiated	Loop Capital	Buy
Aug-18-20	Downgrade	Oppenheimer	Outperform → Perform

Show Previous Ratings

Oct-06-25 05:44PM	Preliminary Agenda: 5th Palm Beach CorpGov Forum Nov 5-6 (Exec Edge)
08:58AM	Palantir Stock Jumps After Clarification On Security Risk Report (GuruFocus.com)
08:55AM	NYSE Content Advisory: Pre-Market Update + S&P 500 comes off 1.1% weekly gain (PR Newswire)
06:00AM	ICE Mortgage Monitor: Falling Rates Lead to Best Homebuying Affordability In 2.5 Years (Business Wire)
Oct-03-25 08:55AM	NYSE Content Advisory: Pre-Market Update + National Cricket League Kicks off Tournament in Dallas (PR Newswire)
08:30AM	Loading…
08:30AM	Intercontinental Exchange Reports September Statistics (Business Wire)
Oct-02-25 08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 closes above 6,700 for first time (PR Newswire)
Oct-01-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Neptune Insurance celebrates IPO (PR Newswire)
08:30AM	ICE Transitions AMERIBOR to ICE Data Indices (Business Wire)
Sep-30-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Snowflake celebrates 2025 Startup Challenge (PR Newswire)
08:00AM	ICEs Total Futures Markets at Record Open Interest With Record Commodity and Energy Futures Open Interest (Business Wire)
Sep-29-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Norwegian Cruise Line Holdings unveils loyalty program (PR Newswire)
08:17AM	ICE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-26-25 11:12AM	CME Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
10:26AM	NDAQ Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:55AM	Loading…
08:55AM	NYSE Content Advisory: Pre-Market Update + Wall Street digests August PCE data (PR Newswire)
Sep-25-25 11:17AM	New Speakers Announced: 5th Palm Beach CorpGov Forum \| Preview Panelists & Topics (Exec Edge)
10:20AM	CBOE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market Update + President of South Korea rings Opening Bell (PR Newswire)
Sep-24-25 09:48AM	ICE First Look at Mortgage Performance: Delinquencies Up on Calendar Effect; Foreclosure Activity Slowly Trending Higher (Business Wire)
08:36AM	NYSE Content Advisory: Pre-Market update + Health partners with NBA's Charlotte Hornets + Proofpoint unveils Satori (PR Newswire)
01:17AM	Intercontinental Exchange, Inc. (ICE) Open Interest on the Rise (Insider Monkey)
Sep-23-25 08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 hits 28th record in 2025 (PR Newswire)
Sep-22-25 08:55AM	NYSE Content Advisory: Pre-Market update + Mike Waltz, U.S. Ambassador to UN, rings Opening Bell (PR Newswire)
Sep-19-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Russell 2000 hits first record since 2021 (PR Newswire)
Sep-18-25 04:15PM	Lord Hill of Oareford Elected to Board of Directors of Intercontinental Exchange (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market Update + Fed cuts interest rates by 0.25% (PR Newswire)
02:45AM	NYSE Content Advisory: Annual International Day Slate Announced (PR Newswire)
Sep-17-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Fed decision & StubHub celebrates IPO (PR Newswire)
07:47AM	Will Intercontinental Exchange (ICE) be Able to Sustain Above-Average Earnings Growth? (Insider Monkey)
08:55AM	Loading…
Sep-16-25 08:55AM	NYSE Content Advisory: Pre-Market Update + S&P 500 closes above 6,600 for first time (PR Newswire)
Sep-15-25 08:55AM	NYSE Content Advisory: Pre-Market Update + S&P comes off best week since August (PR Newswire)
Sep-12-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Via prices IPO above range at $46 (PR Newswire)
Sep-11-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Trading community honors victims on 9/11 (PR Newswire)
Sep-10-25 07:39PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
08:55AM	NYSE Content Advisory: Pre-Market Update + Klarna's value tops $15 billion in IPO + PsiQuantum raises $1 billion in Series E round (PR Newswire)
Sep-09-25 11:36PM	Q2 Earnings Outperformers: Intercontinental Exchange (NYSE:ICE) And The Rest Of The Financial Exchanges & Data Stocks (StockStory)
08:55AM	NYSE Content Advisory: Pre-Market Update + S&P 500 inches toward 6,500 (PR Newswire)
07:13AM	Regulators Consider 24/7 Trading. Here's What Investors Need to Know (Motley Fool)
Sep-08-25 01:47PM	Nasdaq Joins Others in Bid for the Future of Trading. What That Means. (Barrons.com)
01:04PM	Bullish Stock Is Falling. What Analysts Say About the Latest Crypto IPO. (Barrons.com)
08:55AM	NYSE Content Advisory: Pre-Market Update + S&P 500 enters week 0.8% from record (PR Newswire)
06:00AM	ICE Mortgage Monitor: Property Insurance Costs Grow 11.3% over the Last Twelve Months (Business Wire)
Sep-05-25 08:55AM	NYSE Content Advisory: Pre-Market Update + e.l.f. Beauty celebrates $1 billion acquisition of Hailey Bieber's rhode brand (PR Newswire)
Sep-04-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Biotech Enveda raises $150 million to reach unicorn status (PR Newswire)
08:30AM	Intercontinental Exchange Reports August Statistics (Business Wire)
Sep-03-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Alphabet shares pop 7% to lift S&P 500 (PR Newswire)
08:30AM	Global X Selects ICE Indices for Four New ETFs in Canada (Business Wire)
Sep-02-25 08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 ends August up nearly 2% (PR Newswire)
Aug-29-25 08:55AM	NYSE Content advisory: Pre-Market update + S&P 500 Tops 6,500 for First Time (PR Newswire)
Aug-28-25 10:19AM	Intercontinental Exchange Trades Above 200-Day SMA: Time to Hold? (Zacks)
08:55AM	NYSE Content advisory: Pre-Market update + Investors Digest Nvidia's Latest Earnings (PR Newswire)
Aug-27-25 09:27AM	NDAQ Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + Wall Street braces for Nvidia's earnings (PR Newswire)
Aug-26-25 09:00AM	CME Group Trades Above 200-Day SMA: Time to Hold CME Stock? (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market Update + Investors Monitoring Latest Fed, Earnings Developments (PR Newswire)
Aug-25-25 10:29AM	CBOE Stock Rises 26.1% YTD: A Signal for Investors to Hold Tight? (Zacks)
06:00AM	ICE First Look at Mortgage Performance: Delinquencies Ease in July as Foreclosure Activity Edges Higher (Business Wire)
Aug-22-25 08:55AM	NYSE Content Advisory: Pre-Market update + Fed Chair Jerome Powell Set to Deliver Jackson Hole Speech (PR Newswire)
Aug-21-25 08:55AM	NYSE Content Advisory: Pre-Market Update + ESPN celebrates streaming service launch (PR Newswire)
05:18AM	Zacks Industry Outlook Highlights S&P Global, Intercontinental Exchange, CME, Nasdaq and Cboe Global Markets (Zacks)
Aug-20-25 08:55AM	NYSE Content Advisory: Pre-Market Update + NYSE Texas to celebrate launch at AT&T Stadium (PR Newswire)
Aug-19-25 01:50PM	5 Securities & Exchanges Stocks to Track as Industry Dynamics Evolve (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market Update + Retail Earnings Kick Off (PR Newswire)
08:30AM	ICE Announces Its Treasury Clearing Application and Rulebook Have been Published by the U.S. Securities and Exchange Commission (Business Wire)
08:00AM	Xactus Achieves ICE Platinum Partner Status (PR Newswire)
Aug-18-25 08:55AM	NYSE Content Advisory: Pre-Market Update + 'Taking Stock' Series launches before Closing Bell (PR Newswire)
08:30AM	Record First Half at ICE Bonds for Corporate and Municipal Bond Trading (Business Wire)
Aug-15-25 10:07PM	Jim Cramer Analyzes Intercontinental Exchange's Performance and Market Sentiment (Insider Monkey)
04:15PM	NYSE, Money20/20, FINTECH.TV, Cheddar Announce Premiere Date for "Taking Stock" (PR Newswire)
11:10AM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
Aug-14-25 08:00PM	ICE Index Serves as Benchmark for Taiwan's First Multi-Asset ETF Issued by KGI SITE (Business Wire)
05:30PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
Aug-12-25 08:30AM	ICE Launches Climate Risk Data and Analytics for Private Companies (Business Wire)
Aug-11-25 05:48PM	Bitcoin rises above $120,000 ahead of key inflation data: CNBC Crypto World (CNBC TV)
08:00AM	Chainlink and ICE Collaborate To Bring High-Quality Forex and Precious Metals Data Onchain (PR Newswire)
06:00AM	ICE Mortgage Monitor: Mortgage Lending Quietly Hits Highest Quarterly Volume Since 2022, Driven by Purchase and Cash-Out Refinance Loans (Business Wire)
Aug-07-25 08:00AM	NYSE Content Advisory: Celebrating Singapore's 60th Anniversary - A Milestone of Progress (PR Newswire)
Aug-06-25 12:42PM	Why MarketAxess' Strong Q2 Earnings Beat Has Investors on Edge (Zacks)
09:00AM	Mizuho Americas Joins ICE Clear Credit as Clearing Member (Business Wire)
Aug-05-25 08:30AM	Intercontinental Exchange Reports July Statistics (Business Wire)
Aug-04-25 08:30AM	The New York Stock Exchange Appoints Bryan Daniel to Lead NYSE Texas and Announces Location of NYSE Texas Headquarters (Business Wire)
Aug-01-25 11:45AM	Cboe Global Q2 Earnings Surpass Estimates on Higher Revenues (Zacks)
03:16AM	Intercontinental Exchange Inc (ICE) Q2 2025 Earnings Call Highlights: Record Earnings and ... (GuruFocus.com)
Jul-31-25 12:27PM	Intercontinental Exchange Q2 Earnings & Revenues Top Estimates (Zacks)
11:17AM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
09:30AM	ICE (ICE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:55AM	NYSE Content Advisory: Pre-market update + Figma valued at over $19 billion in IPO (PR Newswire)
08:40AM	IntercontinentalExchange (ICE) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:35AM	Intercontinental Exchange Approves Third Quarter Dividend of $0.48 per Share (Business Wire)
07:30AM	Intercontinental Exchange Reports Strong Second Quarter 2025 (Business Wire)
Jul-30-25 08:55AM	NYSE Content Advisory: Pre-market update + Ambiq raises $96 million in IPO (PR Newswire)
Jul-29-25 12:17PM	What's in Store for Intercontinental Exchange This Earnings Season? (Zacks)
08:55AM	NYSE Content Advisory: Pre-market update + Wall Street anticipates Fed's next move (PR Newswire)
06:00AM	ICE Mortgage Technology Allows Homeowners to Apply for Home Equity and Refinance Loans from the MSP Web and Mobile Consumer Interface (Business Wire)
04:00AM	Where this large cap portfolio manager see opportunity now (Yahoo Finance Video)
Jul-28-25 03:09PM	Outage Hits Microsoft Windows, Disrupting Flights, Cities and Businesses (The Wall Street Journal)
08:55AM	NYSE Content Advisory: Pre-market update + U.S. & EU reach trade deal (PR Newswire)
Jul-25-25 10:00AM	CBOE Global (CBOE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:55AM	NYSE Content Advisory: Pre-market update + Accelerant celebrates IPO (PR Newswire)

Intercontinental Exchange, Inc. engages in the provision of market infrastructure, data services and technology solutions. It operates through the following segments: Exchanges, Fixed Income and Data Services, and Mortgage Technology. The Exchanges segment operates marketplace technology for the listing, trading, and clearing of derivatives contracts and financial securities, as well as data and connectivity services. The Fixed Income and Data Services segment provides fixed income pricing, reference data, indices, analytics, and execution services as well as global credit default swap, or CDS, clearing, and multi-asset class data delivery technology. The Mortgage Technology segment provides a technology platform that offers digital workflow tools to address inefficiencies and mitigate risks that exist in the US residential mortgage market lifecycle from application through closing, servicing, and the secondary market. The company was founded by Jeffrey C. Sprecher in 2000 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Williams Stuart Glen	Chief Operating Officer	Sep 17 '25	Sale	172.04	939	161,542	16,624	Sep 19 04:30 PM
STUART GLEN WILLIAMS	Officer	Sep 17 '25	Proposed Sale	171.40	939	160,945		Sep 17 04:22 PM
Foley Douglas	SVP, HR & Administration	Sep 12 '25	Sale	175.62	1,600	280,992	25,796	Sep 12 04:30 PM
Foley Douglas	Director	Sep 12 '25	Proposed Sale	175.00	3,200	560,000		Sep 12 09:42 AM
SPRIESER JUDITH A	Director	Sep 04 '25	Sale	174.51	2,900	506,086	18,169	Sep 08 04:30 PM
JUDITH SPRIESER	Director	Sep 04 '25	Proposed Sale	175.13	2,900	507,877		Sep 04 04:25 PM
Farooqui Duriya M	Director	Aug 27 '25	Sale	178.34	2,036	363,100	14,299	Aug 29 04:30 PM
Surdykowski Andrew J	General Counsel	Aug 26 '25	Option Exercise	50.01	1,770	88,518	50,143	Aug 28 04:30 PM
Surdykowski Andrew J	General Counsel	Aug 26 '25	Sale	178.33	3,850	686,570	46,293	Aug 28 04:30 PM
DURIYA FAROOQUI	Director	Aug 27 '25	Proposed Sale	178.74	2,036	363,915		Aug 27 04:31 PM
Tirinnanzi Martha A	Director	Aug 22 '25	Sale	179.76	610	109,654	3,519	Aug 26 04:30 PM
MARTHA TIRINNANZI	Director	Aug 22 '25	Proposed Sale	179.23	610	109,330		Aug 22 04:45 PM
Gardiner Warren	Chief Financial Officer	Aug 20 '25	Sale	178.45	1,570	280,166	22,106	Aug 22 04:30 PM
WARREN GARDINER	Officer	Aug 20 '25	Proposed Sale	178.27	1,570	279,884		Aug 20 04:24 PM
Sprecher Jeffrey C	Chief Executive Officer	Aug 12 '25	Option Exercise	57.31	66,575	3,815,413	1,229,566	Aug 14 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Aug 12 '25	Sale	183.09	150,000	27,463,889	1,951,705	Aug 14 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Aug 12 '25	Sale	183.09	66,575	12,189,310	1,162,991	Aug 14 04:30 PM
CONTINENTAL POWER EXCHANGE, IN	Director	Aug 12 '25	Proposed Sale	185.93	150,000	27,889,500		Aug 12 04:27 PM
JEFFREY C SPRECHER	Director	Aug 12 '25	Proposed Sale	185.93	66,575	12,378,290		Aug 12 04:27 PM
Bowen Sharon	Director	Jul 25 '25	Sale	185.00	794	146,890	14,206	Jul 29 04:32 PM
SHARON BOWEN	Director	Jul 25 '25	Proposed Sale	183.58	794	145,763		Jul 25 04:18 PM
Bowen Sharon	Director	Jul 01 '25	Sale	183.30	795	145,724	15,000	Jul 02 04:30 PM
SHARON BOWEN	Director	Jul 01 '25	Proposed Sale	183.47	795	145,859		Jul 01 04:32 PM
Kapani Mayur	Chief Technology Officer	Jun 13 '25	Option Exercise	50.01	5,662	283,157	79,875	Jun 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jun 13 '25	Sale	178.65	9,973	1,781,678	69,902	Jun 17 04:30 PM
MAYUR KAPANI	Officer	Jun 13 '25	Proposed Sale	179.08	9,973	1,785,965		Jun 13 04:45 PM
Foley Douglas	SVP, HR & Administration	Jun 12 '25	Sale	177.48	1,600	283,968	27,313	Jun 13 04:30 PM
Foley Douglas	Director	Jun 12 '25	Proposed Sale	180.00	4,800	864,000		Jun 12 08:01 AM
Hague William Jefferson	Director	Jun 09 '25	Sale	177.80	476	84,633	20,122	Jun 11 04:30 PM
Hague William Jefferson	Director	Jun 10 '25	Sale	176.00	54	9,504	20,068	Jun 11 04:30 PM
WILLIAM JEFFERSON HAGUE	Director	Jun 09 '25	Proposed Sale	178.68	530	94,700		Jun 09 04:27 PM
Surdykowski Andrew J	General Counsel	Jun 05 '25	Option Exercise	50.01	1,770	88,518	52,328	Jun 06 04:45 PM
Surdykowski Andrew J	General Counsel	Jun 05 '25	Sale	179.12	3,848	689,247	48,480	Jun 06 04:45 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Option Exercise	57.31	68,315	3,915,133	1,231,223	Jun 06 04:40 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Sale	179.22	150,000	26,882,992	2,101,705	Jun 06 04:40 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Sale	179.25	68,315	12,245,602	1,162,908	Jun 06 04:40 PM
ANDREW SURDYKOWSKI	Officer	Jun 05 '25	Proposed Sale	179.13	7,698	1,378,943		Jun 05 05:05 PM
JEFFREY C SPRECHER	Director	Jun 04 '25	Proposed Sale	179.34	68,315	12,251,612		Jun 04 04:22 PM
CONTINENTAL POWER EXCHANGE, IN	Director	Jun 04 '25	Proposed Sale	179.34	150,000	26,901,000		Jun 04 04:21 PM
Foley Douglas	SVP, HR & Administration	May 30 '25	Option Exercise	57.31	8,259	473,323	33,992	Jun 03 04:30 PM
Foley Douglas	SVP, HR & Administration	Jun 03 '25	Option Exercise	57.31	3,180	182,246	28,913	Jun 03 04:30 PM
Foley Douglas	SVP, HR & Administration	May 30 '25	Sale	179.75	8,259	1,484,555	25,733	Jun 03 04:30 PM
Foley Douglas	Officer	May 30 '25	Proposed Sale	179.75	8,259	1,484,555		Jun 03 11:43 AM
Namkung James W	Chief Accounting Officer	May 30 '25	Sale	180.00	612	110,160	13,220	Jun 02 04:30 PM
CHRISTOPHER EDMONDS	Officer	May 30 '25	Proposed Sale	178.53	5,000	892,650		May 30 04:41 PM
JAMES NAMKUNG	Officer	May 30 '25	Proposed Sale	178.53	612	109,260		May 30 04:41 PM
Tirinnanzi Martha A	Director	May 28 '25	Sale	177.62	397	70,515	4,129	May 29 04:30 PM
Tirinnanzi Martha A	Director	May 27 '25	Sale	177.11	397	70,313	4,526	May 29 04:30 PM
MARTHA TIRINNANZI	Director	May 27 '25	Proposed Sale	176.12	794	139,839		May 27 04:38 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 22 '25	Sale	174.52	552	96,335	15,658	May 23 05:26 PM
SPRIESER JUDITH A	Director	May 21 '25	Sale	175.85	1,769	311,079	21,069	May 22 04:30 PM
CHRISTOPHER EDMONDS	Officer	May 22 '25	Proposed Sale	174.72	552	96,445		May 22 04:20 PM
Gardiner Warren	Chief Financial Officer	May 20 '25	Sale	175.90	1,568	275,811	23,676	May 21 04:30 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	May 19 '25	Option Exercise	92.63	10,930	1,012,446	33,175	May 20 04:30 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	May 19 '25	Sale	175.47	16,768	2,942,207	16,407	May 20 04:30 PM
ELIZABETH KING	Officer	May 19 '25	Proposed Sale	176.25	16,768	2,955,360		May 19 04:22 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 09 '25	Option Exercise	67.00	5,691	381,297	23,663	May 12 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 09 '25	Sale	178.38	6,987	1,246,349	16,676	May 12 04:30 PM
CHRISTOPHER SCOTT EDMONDS	Officer	May 09 '25	Proposed Sale	178.38	6,987	1,246,349		May 09 04:10 PM
SPRIESER JUDITH A	Director	Apr 16 '25	Sale	159.00	2,630	418,175	21,364	Apr 17 04:30 PM
Namkung James W	Chief Accounting Officer	Mar 20 '25	Sale	175.00	1,206	211,050	13,832	Mar 24 04:30 PM
JAMES NAMKUNG	Officer	Mar 20 '25	Proposed Sale	173.69	1,206	209,470		Mar 20 04:20 PM
Jackson Benjamin	President	Mar 17 '25	Option Exercise	71.29	2,805	199,962	150,079	Mar 19 04:30 PM
Kapani Mayur	Chief Technology Officer	Mar 14 '25	Option Exercise	50.01	5,662	283,157	84,186	Mar 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Mar 14 '25	Sale	170.52	9,973	1,700,575	74,213	Mar 17 04:30 PM
MAYUR KAPANI	Officer	Mar 14 '25	Proposed Sale	169.14	9,973	1,686,833		Mar 14 04:26 PM
Foley Douglas	SVP, HR & Administration	Mar 12 '25	Sale	169.14	1,600	270,624	25,733	Mar 13 04:30 PM
SPRIESER JUDITH A	Director	Mar 07 '25	Sale	169.35	2,255	381,884	23,994	Mar 10 04:34 PM
Namkung James W	Chief Accounting Officer	Mar 06 '25	Sale	169.86	4,402	747,718	15,038	Mar 10 04:32 PM
Williams Stuart Glen	Chief Operating Officer	Mar 05 '25	Sale	170.00	2,228	378,760	18,235	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Option Exercise	57.31	68,316	3,915,190	1,287,085	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Sale	170.75	150,000	25,611,784	2,251,705	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Sale	170.75	124,177	21,203,078	1,162,908	Mar 07 04:30 PM
JUDITH SPRIESER DECLARATION TR	Director	Mar 07 '25	Proposed Sale	169.65	6,654	1,128,851		Mar 07 04:16 PM
JAMES NAMKUNG	Officer	Mar 06 '25	Proposed Sale	171.61	4,402	755,427		Mar 06 04:21 PM
Martin Lynn C	President, NYSE Group	Mar 03 '25	Option Exercise	50.01	4,155	207,792	63,644	Mar 05 04:30 PM
Martin Lynn C	President, NYSE Group	Mar 03 '25	Sale	175.00	4,155	727,125	59,489	Mar 05 04:30 PM
JEFFREY C SPRECHER	Officer	Mar 05 '25	Proposed Sale	169.85	124,177	21,091,463		Mar 05 04:28 PM
STUART GLEN WILLIAMS	Officer	Mar 05 '25	Proposed Sale	169.85	2,228	378,426		Mar 05 04:27 PM
CONTINENTAL POWER EXCHANGE, IN	Officer	Mar 05 '25	Proposed Sale	169.85	150,000	25,477,500		Mar 05 04:27 PM
LYNN MARTIN	Officer	Mar 03 '25	Proposed Sale	173.23	4,155	719,771		Mar 03 04:27 PM
Jackson Benjamin	President	Feb 26 '25	Sale	171.43	7,900	1,354,308	147,274	Feb 28 04:30 PM
Surdykowski Andrew J	General Counsel	Feb 26 '25	Option Exercise	50.01	1,770	88,518	54,405	Feb 28 04:30 PM
Surdykowski Andrew J	General Counsel	Feb 26 '25	Sale	171.42	3,847	659,452	50,558	Feb 28 04:30 PM
WARREN GARDINER	Officer	Feb 28 '25	Proposed Sale	170.84	3,136	535,754		Feb 28 04:19 PM
Namkung James W	Chief Accounting Officer	Feb 25 '25	Sale	170.00	1,204	204,680	19,440	Feb 27 04:30 PM
ANDREW SURDYKOWSKI	Officer	Feb 26 '25	Proposed Sale	171.21	3,847	658,645		Feb 26 04:22 PM
JAMES NAMKUNG	Officer	Feb 25 '25	Proposed Sale	168.42	1,204	202,778		Feb 25 04:36 PM
Martin Lynn C	President, NYSE Group	Feb 20 '25	Option Exercise	57.31	3,183	182,418	70,122	Feb 20 08:28 PM
Martin Lynn C	President, NYSE Group	Feb 20 '25	Sale	166.63	10,481	1,746,439	59,641	Feb 20 08:28 PM
Jackson Benjamin	President	Feb 20 '25	Sale	166.62	17,104	2,849,931	155,174	Feb 20 08:26 PM
Jackson Benjamin	President	Feb 18 '25	Sale	166.36	7,900	1,314,272	160,059	Feb 20 08:26 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Feb 19 '25	Sale	166.99	6,834	1,141,223	17,972	Feb 20 04:30 PM
BENJAMIN JACKSON	Officer	Feb 20 '25	Proposed Sale	166.96	25,004	4,174,668		Feb 20 04:23 PM
LYNN MARTIN	Officer	Feb 20 '25	Proposed Sale	166.96	10,481	1,749,908		Feb 20 04:20 PM
CHRISTOPHER EDMONDS	Officer	Feb 19 '25	Proposed Sale	166.50	6,834	1,137,861		Feb 19 04:28 PM
Foley Douglas	SVP, HR & Administration	Feb 11 '25	Option Exercise	50.01	2,070	103,521	25,857	Feb 12 04:30 PM
Foley Douglas	SVP, HR & Administration	Feb 07 '25	Option Exercise	50.01	10,580	529,106	32,572	Feb 10 04:58 PM
Foley Douglas	SVP, HR & Administration	Feb 07 '25	Sale	166.47	10,580	1,761,253	21,992	Feb 10 04:58 PM
Martin Lynn C	President, NYSE Group	Feb 06 '25	Option Exercise	50.01	4,155	207,792	61,531	Feb 10 04:30 PM

Open in Screener

LPLA

LPL Financial Holdings Inc

Oct 06 • 04:00PM ET

312.18

-2.55 -0.81 %

Financial • Capital Markets • USA • NASD

LPLA LPL Financial Holdings Inc daily Stock Chart

Peers: SCHW MS RJF AMP STT NTRS BK WFC GS UBS

| Held by: VTI VO VUG VXF VOT IWP IWF IWR VFH SCHG

Index	-	P/E	21.35	EPS (ttm)	14.62	Insider Own	0.71%	Shs Outstand	80.00M	Perf Week	-8.34%
Market Cap	24.98B	Forward P/E	13.72	EPS next Y	22.75	Insider Trans	-1.07%	Shs Float	79.43M	Perf Month	-6.25%
Enterprise Value	26.82B	PEG	1.08	EPS next Q	4.55	Inst Own	100.13%	Short Float	2.75%	Perf Quarter	-18.62%
Income	1.12B	P/S	1.77	EPS this Y	14.56%	Inst Trans	1.34%	Short Ratio	2.46	Perf Half Y	10.19%
Sales	14.13B	P/B	4.92	EPS next Y	20.29%	ROA	7.72%	Short Interest	2.18M	Perf YTD	-4.39%
Book/sh	63.43	P/C	4.22	EPS next 5Y	19.76%	ROE	29.46%	52W High	403.58 -22.65%	Perf Year	35.10%
Cash/sh	73.97	P/FCF	549.52	EPS past 3/5Y	35.63% 16.23%	ROIC	8.93%	52W Low	236.59 31.95%	Perf 3Y	44.21%
Dividend Est.	1.23 (0.40%)	EV/EBITDA	10.63	Sales past 3/5Y	17.06% 17.10%	Gross Margin	31.25%	Volatility	3.61% 2.96%	Perf 5Y	310.55%
Dividend TTM	1.20 (0.38%)	EV/Sales	1.90	EPS Y/Y TTM	13.45%	Oper. Margin	14.15%	ATR (14)	10.48	Perf 10Y	701.49%
Dividend Ex-Date	Aug 15, 2025	Quick Ratio	2.78	Sales Y/Y TTM	29.23%	Profit Margin	7.91%	RSI (14)	29.78	Recom	1.83
Dividend Gr. 3/5Y	6.27% 3.71%	Current Ratio	2.78	EPS Q/Q	5.35%	SMA20	-6.56%	Beta	0.63	Target Price	419.93
Payout	8.55%	Debt/Eq	1.53	Sales Q/Q	30.81%	SMA50	-11.60%	Rel Volume	1.49	Prev Close	314.73
Employees	9000	LT Debt/Eq	1.47	Earnings	Jul 31 AMC	SMA200	-11.26%	Avg Volume	888.50K	Price	312.18
IPO	Nov 18, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.71% 1.60%	Trades		Volume	1,326,275	Change	-0.81%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$365
Sep-19-25	Downgrade	Rothschild & Co Redburn	Buy → Neutral	$390
Sep-12-25	Resumed	Goldman	Buy	$405
Jul-09-25	Downgrade	Citigroup	Neutral → Sell	$80
Jun-09-25	Upgrade	Redburn Atlantic	Neutral → Buy	$460
Jun-09-25	Downgrade	Citigroup	Buy → Neutral	$400
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$288 → $397
Jan-06-25	Upgrade	UBS	Neutral → Buy	$390
Dec-19-24	Upgrade	TD Cowen	Hold → Buy	$277 → $413
Oct-09-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$235 → $285
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$235
Jul-30-24	Upgrade	BofA Securities	Neutral → Buy	$268
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$254 → $315
Apr-04-24	Initiated	Raymond James	Underperform
Jan-04-24	Initiated	TD Cowen	Market Perform	$224
Dec-01-23	Initiated	Redburn Atlantic	Neutral	$240
Sep-07-23	Initiated	Barclays	Overweight	$275
Apr-03-23	Downgrade	Credit Suisse	Outperform → Neutral	$245 → $205
Nov-30-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$281 → $239
Nov-17-22	Downgrade	UBS	Buy → Neutral

Show Previous Ratings

Oct-05-25 07:37AM	Stocks trade at record highs as government shutdown leaves economic data in limbo: What to watch (Yahoo Finance)
Oct-02-25 11:33PM	Q2 Rundown: LPL Financial (NASDAQ:LPLA) Vs Other Investment Banking & Brokerage Stocks (StockStory)
12:23PM	Commonwealth Recruits $350M Breakaway from Morgan Stanley (Wealth Management)
Sep-30-25 09:35AM	LPL Financial Welcomes Lighthouse Private Wealth (GlobeNewswire)
Sep-29-25 12:56AM	LPL Financial Holdings Inc. (LPLA) Extends Prudential Financial Strategic Partnership (Insider Monkey)
05:00AM	Loading…
Sep-28-25 05:00AM	Americans have more money in stocks than ever before. Economists say thats a bright red flag (CNN Business)
Sep-25-25 11:18AM	LPLs RIA Channel Lands $1.3B Team from Northwestern Mutual (Wealth Management)
08:55AM	LPL Financial Welcomes Tennant Financial (GlobeNewswire)
Sep-24-25 04:17PM	Heres how stocks historically perform after Fed rate cuts when trading near record highs (MarketWatch)
Sep-22-25 11:35AM	LPL Financial's August Brokerage & Advisory Assets Rise Sequentially (Zacks)
Sep-19-25 12:10PM	Why LPL Financial (LPLA) Shares Are Plunging Today (StockStory)
Sep-18-25 04:05PM	LPL Financial Reports Monthly Activity for August 2025 (GlobeNewswire)
01:54PM	Fed Gifts the Stock Rally With Rate Cuts. A Key Risk Remains. (Barrons.com)
01:37PM	&Partners Wins Teams From LPL Financial, Raymond James (Wealth Management)
08:55AM	LPL Financial Welcomes Worley Monroe Advisors (GlobeNewswire)
02:38PM	Loading…
Sep-17-25 02:38PM	Team With $1.25 Billion in Client Assets Leaves UBS to Start Ox Road Capital (Barrons.com)
11:01AM	Stock Market Today: Investors stumped as indecisive Fed cuts rates, offers wide array of 2026 forecasts (TheStreet)
09:00AM	LPL Releases Inaugural Advisor Growth Study (GlobeNewswire)
Sep-16-25 12:30PM	UBS to Raise Pay for Financial Advisors. The Change May Boost Retention. (Barrons.com)
11:40AM	LPL Adds $1.25B UBS Team to Breakaway Model (Wealth Management)
08:55AM	Ox Road Capital Joins LPL Strategic Wealth Services (GlobeNewswire)
Sep-12-25 04:00PM	Here Are America's Top RIA Firms and Independent Advisors (Barrons.com)
09:39AM	Molson Coors downgraded, GM upgraded: Wall Street's top analyst calls (The Fly)
Sep-09-25 12:56PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	LPL Financial Welcomes The Capitol Bay Group (GlobeNewswire)
Sep-08-25 08:03PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	Decorum Wealth Management Launches with Support from LPL Strategic Wealth (GlobeNewswire)
Sep-05-25 02:36PM	Why LPL Financial (LPLA) Stock Is Nosediving (StockStory) -7.51%
Sep-04-25 09:00AM	LPL Financial Advisors Embrace AI's Potential for Business Growth, Increased Capacity, Survey Finds (GlobeNewswire)
Sep-03-25 12:02AM	LPL Financial (LPLA): 3 Reasons We Love This Stock (StockStory)
04:00AM	Loading…
Aug-31-25 04:00AM	September Is the Worst Month for Stocks. This Year Might be Different. (Barrons.com)
Aug-30-25 01:02PM	How an Appeals Court's Ruling on Trump Tariffs Could Upend the Bond Market (Barrons.com)
Aug-28-25 01:04PM	LPL Loses Ex-Commonwealth Advisors With $780 Million to Raymond James (Barrons.com)
10:48AM	LPL Adds $715M Cincinnati Team From Cetera (Wealth Management)
08:55AM	LPL Financial Welcomes Concentric Wealth Management (GlobeNewswire)
Aug-27-25 09:00AM	LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform (GlobeNewswire)
Aug-26-25 03:19PM	LPL Nabs $700 Million Advisor Team From Wedbush Securities (Barrons.com)
11:25AM	LPL Attracts $700M Texas Team From Wedbush Securities (Wealth Management)
08:55AM	LPL Financial Welcomes Skyward Financial (GlobeNewswire)
04:13AM	LPL Financial Holdings Inc. (LPLA): A Bull Case Theory (Insider Monkey)
Aug-25-25 02:15PM	Cetera, LPL and Raymond James Bolster RIA Channels (Wealth Management)
Aug-22-25 03:40PM	Treasury Yields Fall on Fed Rate Cut Expectations (The Wall Street Journal)
10:56AM	Gilt Yields Fall After Fed Chairs Jackson Hole Speech (The Wall Street Journal)
09:44AM	LPL Financial's July Brokerage & Advisory Assets Rise Sequentially (Zacks)
08:39AM	Longer-Term Treasury Yields Fall Ahead of Powells Speech (The Wall Street Journal)
05:58AM	Improvement in German Ifo Could Keep 10-Year Bund Yield at High Level (The Wall Street Journal)
03:23AM	Fiscal Dynamics Pose a Risk to Long-Dated U.S. Treasurys (The Wall Street Journal)
02:08AM	U.S. Treasury Yields Edge Lower Ahead of Powell's Speech (The Wall Street Journal)
Aug-21-25 04:05PM	LPL Financial Reports Monthly Activity for July 2025 (GlobeNewswire)
01:32PM	Merit Financial Acquires $860 Million Ex-Commonwealth Team (Barrons.com)
11:15AM	The Market Can't Stop Leaning on Big Tech. It Could Stall the Rally. (Barrons.com)
08:55AM	LPL Financial Welcomes Women-Led Chloey Wealth (GlobeNewswire)
Aug-19-25 08:55AM	LPL Financial Welcomes Zarra Wealth Management (GlobeNewswire)
Aug-18-25 02:39PM	Kestra, Raymond James Are Early Leaders in Drawing Commonwealth Advisors (Wealth Management)
Aug-15-25 10:01PM	If You Invested $10K In LPL Financial Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
01:04PM	Week's Best: Is Medicaid Worth Going Broke for? (Barrons.com)
07:57AM	Binah Capital Group Revenue Rises as Wealth Platform Scales Quarterly Update Report (Exec Edge)
Aug-14-25 09:00AM	Deals & Moves: Main Street Launches RIA in Pennsylvania; Steward Snags Ameriprise Team (Wealth Management)
Aug-13-25 12:22PM	Jeremy Caza Launches Carta Wealth Planning on Stratos' Platform (PR Newswire)
09:00AM	LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale (GlobeNewswire)
08:56AM	&Partners Lures Second Commonwealth Team in as Many Weeks (Wealth Management)
Aug-12-25 09:00AM	LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025 (GlobeNewswire)
Aug-11-25 04:30PM	Middlefield Banc Corp. Announces 2025 Third-Quarter Cash Dividend Payment (GlobeNewswire)
09:00AM	LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History (GlobeNewswire)
Aug-08-25 03:22PM	Cetera pulls team from LPL: Advisor Moves (Financial Planning)
01:19PM	More Top Executives Exit Atria in Wake of LPL Integration (Wealth Management)
01:11PM	Week's Best: Gold Poised for More Gains (Barrons.com)
09:15AM	&Partners Nabs $84M Commonwealth Advisor in South Carolina (Wealth Management)
Aug-07-25 08:58AM	$275 Million Providence Wealth Planning Chooses Osaic (Business Wire)
08:55AM	LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group (GlobeNewswire)
Aug-05-25 09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
09:00AM	Payne Financial Consultants Moves to Osaic (Business Wire)
09:00AM	Bowman Financial Solutions Joins Osaics Advisor Network (Business Wire)
06:10AM	LPLs Stock Price Sinks as Commonwealth Deal Closes (The Daily Upside)
Aug-04-25 09:00AM	LPL Financial Welcomes Chief People Officer Emily Field (GlobeNewswire)
Aug-01-25 01:08PM	LPL Financial Shares Drop Amid Market Rout (Barrons.com) -6.52%
11:24AM	Brokerage, Wealth Management Stocks Tumble on Darkening Economic Outlook (Barrons.com)
10:05AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:43AM	LPL Financial Shares Fall After Earnings Miss (Barrons.com)
09:00AM	LPL Financial Closes Its Acquisition of Commonwealth Financial Network (GlobeNewswire)
08:19AM	Should You Invest in LPL Financial Holdings (LPLA)? (Insider Monkey)
08:01AM	LPL Financial's Q2 Earnings Beat on Higher Revenues, Stock Jumps (Zacks)
Jul-31-25 06:30PM	Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q2 Earnings (Zacks)
05:55PM	LPL Financial Holdings Inc. (LPLA) Q2 Earnings Surpass Estimates (Zacks)
04:49PM	LPL Financial Earnings Miss Estimates as Company Prepares to Close Commonwealth Acquisition (Barrons.com)
04:28PM	LPL Financial Misses Wall Street Estimates as Company Prepares to Close Commonwealth Acquisition (Barrons.com)
04:05PM	LPL Financial Announces Second Quarter 2025 Results (GlobeNewswire)
Jul-30-25 08:55AM	LPL Financial Welcomes ProsperLane Financial (GlobeNewswire)
07:55AM	Evercore (EVR) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
Jul-29-25 12:00AM	LPL Financial (LPLA) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Jul-25-25 02:42PM	Stocks Are Booming. Investors Are Bullish. Next Week Will Test Both. (Barrons.com)
06:24AM	US stocks open mostly up. With Fed chair looking safe, eyes turn to earnings for direction (USA TODAY)
06:24AM	US stock futures mixed as investors digest more earnings reports (USA TODAY)
06:24AM	S&P 500, Nasdaq notch record highs on earnings, trade deal optimism (USA TODAY)
06:24AM	S&P 500, Nasdaq end with record highs again. Dow jumps, too. (USA TODAY)
Jul-24-25 04:57PM	S&P 500, Nasdaq Composite Extend Record Run (The Wall Street Journal)
01:39PM	A Technical Breadth Indicator Hit a Fresh High. What It Says About the Market's Rally. (Barrons.com)
10:00AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: Should You Buy? (Zacks)
08:55AM	LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel (GlobeNewswire)
07:35AM	Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service (PR Newswire)

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation's independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gates Greg	Officer	Oct 06 '25	Proposed Sale	314.42	750	235,813		Oct 06 05:08 PM
Gates Greg	Group Managing Director	Sep 05 '25	Sale	338.21	1,500	507,312	17,620	Sep 09 05:01 PM
Gates Greg	Officer	Sep 05 '25	Proposed Sale	356.15	1,500	534,225		Sep 05 09:58 AM
Jambusaria Aneri	Group Managing Director	Sep 02 '25	Sale	361.25	80	28,900	5,582	Sep 03 04:38 PM
Jambusaria Aneri	Officer	Sep 02 '25	Proposed Sale	361.25	80	28,900		Sep 02 11:09 AM
Gates Greg	Group Managing Director	Aug 05 '25	Sale	374.05	1,500	561,069	19,120	Aug 07 04:31 PM
Gates Greg	Officer	Aug 05 '25	Proposed Sale	374.05	1,500	561,069		Aug 05 05:29 PM
Gates Greg	Group Managing Director	Jul 03 '25	Sale	382.63	1,500	573,952	20,620	Jul 08 04:14 PM
Gates Greg	Officer	Jul 03 '25	Proposed Sale	382.63	1,500	573,947		Jul 03 01:17 PM
Gates Greg	Group Managing Director	Jun 05 '25	Sale	378.87	1,500	568,300	22,354	Jun 09 04:12 PM
Gates Greg	Officer	Jun 05 '25	Proposed Sale	379.22	1,500	568,830		Jun 05 04:13 PM
Jambusaria Aneri	Group Managing Director	Jun 02 '25	Sale	383.99	80	30,719	5,662	Jun 04 04:13 PM
Jambusaria Aneri	Officer	Jun 02 '25	Proposed Sale	383.99	80	30,719		Jun 02 11:04 AM
Jambusaria Aneri	Managing Director	Mar 14 '25	Sale	311.87	80	24,950	5,742	Mar 17 04:24 PM
Jambusaria Aneri	Officer	Mar 14 '25	Proposed Sale	311.87	80	24,950		Mar 14 09:45 AM
Cohen Marc Eliot	Managing Director	Feb 26 '25	Sale	365.85	1,100	402,435	4,075	Feb 27 06:14 PM
Audette Matthew J	President and CFO	Feb 26 '25	Sale	360.07	4,588	1,652,001	16,538	Feb 27 06:05 PM
Cohen Marc Eliot	Officer	Feb 26 '25	Proposed Sale	365.85	1,100	402,435		Feb 26 12:01 PM
Audette Matthew J	Officer	Feb 26 '25	Proposed Sale	360.07	4,588	1,652,001		Feb 26 09:44 AM
Steinmeier Richard	Chief Executive Officer	Feb 18 '25	Sale	373.79	3,500	1,308,265	21,396	Feb 20 04:13 PM
Steinmeier Richard	Officer	Feb 18 '25	Proposed Sale	373.79	3,500	1,308,265		Feb 18 01:07 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Option Exercise	39.48	5,154	203,480	15,649	Feb 12 04:13 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Sale	369.33	5,154	1,903,527	10,495	Feb 12 04:13 PM
Enyedi Matthew	Officer	Feb 10 '25	Proposed Sale	369.33	5,154	1,903,527		Feb 10 10:12 AM
Audette Matthew J	President and CFO	Feb 05 '25	Option Exercise	70.89	28,777	2,040,117	42,440	Feb 07 04:15 PM
Audette Matthew J	President and CFO	Feb 05 '25	Sale	365.14	28,777	10,507,676	13,663	Feb 07 04:15 PM
Audette Matthew J	Officer	Feb 05 '25	Proposed Sale	365.14	28,777	10,507,676		Feb 05 04:20 PM
Arnold Dan H.	Former Officer and Director	Dec 19 '24	Proposed Sale	330.00	47,894	15,805,020		Dec 19 10:13 AM
Arnold Dan H.	Former Officer	Dec 18 '24	Proposed Sale	330.00	100	33,000		Dec 18 04:07 PM
Jambusaria Aneri	Managing Director	Dec 05 '24	Sale	331.94	305	101,242	3,920	Dec 09 05:11 PM
Jambusaria Aneri	Officer	Dec 05 '24	Proposed Sale	331.94	305	101,242		Dec 05 05:05 PM

CBOE Cboe Global Markets Inc daily Stock Chart

Peers: ICE CME NDAQ SPGI MSCI MCO FDS SCHW MKTX EVR

| Held by: VTI VOO VO IVV SPY VTV USMV XLF FTCS VOE

Index	S&P 500	P/E	27.76	EPS (ttm)	8.53	Insider Own	0.22%	Shs Outstand	104.59M	Perf Week	-3.82%
Market Cap	24.77B	Forward P/E	23.02	EPS next Y	10.29	Insider Trans	-5.58%	Shs Float	104.36M	Perf Month	1.83%
Enterprise Value	24.91B	PEG	3.23	EPS next Q	2.44	Inst Own	92.08%	Short Float	2.73%	Perf Quarter	1.85%
Income	896.30M	P/S	5.47	EPS this Y	13.30%	Inst Trans	0.03%	Short Ratio	3.19	Perf Half Y	10.11%
Sales	4.53B	P/B	5.31	EPS next Y	5.47%	ROA	9.79%	Short Interest	2.85M	Perf YTD	21.21%
Book/sh	44.60	P/C	16.91	EPS next 5Y	8.60%	ROE	20.64%	52W High	255.27 -7.22%	Perf Year	11.80%
Cash/sh	14.01	P/FCF	21.02	EPS past 3/5Y	13.61% 16.69%	ROIC	14.36%	52W Low	187.30 26.45%	Perf 3Y	101.17%
Dividend Est.	2.66 (1.12%)	EV/EBITDA	17.29	Sales past 3/5Y	5.42% 10.40%	Gross Margin	46.01%	Volatility	1.92% 1.92%	Perf 5Y	172.57%
Dividend TTM	2.61 (1.10%)	EV/Sales	5.50	EPS Y/Y TTM	17.97%	Oper. Margin	29.05%	ATR (14)	4.67	Perf 10Y	260.76%
Dividend Ex-Date	Aug 29, 2025	Quick Ratio	1.57	Sales Y/Y TTM	18.99%	Profit Margin	19.78%	RSI (14)	44.80	Recom	2.95
Dividend Gr. 3/5Y	9.45% 11.99%	Current Ratio	1.57	EPS Q/Q	68.07%	SMA20	-0.66%	Beta	0.42	Target Price	249.12
Payout	32.72%	Debt/Eq	0.34	Sales Q/Q	20.48%	SMA50	-1.95%	Rel Volume	0.95	Prev Close	239.54
Employees	1685	LT Debt/Eq	0.34	Earnings	Oct 31 BMO	SMA200	6.35%	Avg Volume	895.37K	Price	236.84
IPO	Jun 15, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.96% 2.12%	Trades		Volume	847,313	Change	-1.13%

Date	Action	Analyst	Rating Change	Price Target Change
May-14-25	Downgrade	Morgan Stanley	Overweight → Underweight	$215
Apr-10-25	Downgrade	BofA Securities	Buy → Neutral	$227
Apr-08-25	Upgrade	Morgan Stanley	Underweight → Overweight	$235
Jan-10-25	Initiated	William Blair	Mkt Perform
Jan-07-25	Downgrade	JP Morgan	Neutral → Underweight	$203 → $174
Jan-06-25	Downgrade	Goldman	Neutral → Sell	$184
Dec-09-24	Downgrade	Barclays	Overweight → Equal Weight	$230 → $220
Nov-11-24	Upgrade	Deutsche Bank	Hold → Buy	$212 → $222
Nov-06-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$199
Sep-27-24	Initiated	RBC Capital Mkts	Sector Perform	$220
Sep-26-24	Initiated	TD Cowen	Hold	$205
Aug-05-24	Upgrade	JP Morgan	Underweight → Neutral	$168 → $195
Apr-09-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$211 → $199
Jan-08-24	Upgrade	Barclays	Equal Weight → Overweight	$189 → $204
Nov-16-23	Downgrade	Argus	Buy → Hold
Oct-11-23	Downgrade	Deutsche Bank	Buy → Hold	$168
Sep-08-23	Resumed	BofA Securities	Buy
Jun-28-23	Initiated	Barclays	Equal Weight	$146
Jan-05-23	Upgrade	Credit Suisse	Neutral → Outperform	$159 → $144
Nov-14-22	Initiated	Redburn	Neutral

Show Previous Ratings

Today 01:06AM	Cboe Gets Nod to List Firms in Australia in Threat to ASX (Bloomberg)
Oct-03-25 04:47PM	Cboe Global Markets Reports Trading Volume for September 2025 (PR Newswire)
09:50AM	Here's Why CBOE Global (CBOE) is a Strong Momentum Stock (Zacks)
07:24AM	Treasuries, Dollar Hold Steady as September Jobs Report Is Delayed (Barrons.com)
Sep-30-25 09:00AM	Cboe Announces Derivatives and Data Vantage Leadership Appointments (PR Newswire)
08:17AM	Loading…
Sep-29-25 08:17AM	ICE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-26-25 11:12AM	CME Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
10:26AM	NDAQ Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-25-25 02:56PM	Global Trading Giant Cboe Trading Near Record High; Closes In On Key Technical Benchmark (Investor's Business Daily)
10:20AM	CBOE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-23-25 04:30PM	Cboe Global Markets Announces Date of Third-Quarter 2025 Earnings Release and Conference Call (PR Newswire)
Sep-19-25 01:58PM	Citigroup taps Adam Inzirillo from Cboe for equities business (Reuters)
10:07AM	Is Cboe Global Markets Stock Outperforming the Dow? (Barchart)
01:15AM	XRP and DOGE ETFs Smash Records With $54.7M Combined Day-One Volume (CoinDesk)
Sep-18-25 04:26PM	Ripple (XRP) Volumes Surge 140% as CBOE Confirms XRP ETF Listing (Coinspeaker)
03:07PM	Loading…
03:07PM	XRP and Dogecoin ETFs rally as debut volumes smash expectations: 'Shocked..' (TheStreet)
11:23AM	REX-Shares and Osprey Funds Launch First ETFs for DOGE, XRP (CCN)
09:45AM	Here's Why CBOE Global (CBOE) is a Strong Growth Stock (Zacks)
12:40AM	SEC Backs Nasdaq, CBOE, NYSE Push to Simplify Crypto ETF Rules (Cryptonews)
12:09AM	SEC Updates Listing Standards to Speed Up Crypto ETF Approvals (99bitcoins)
Sep-17-25 10:47PM	SEC Clears Path for Waves of Crypto ETFs With New Listing Standards (decrypt)
08:12PM	SEC paves way for crypto spot ETFs with new listing rules (Reuters)
07:03PM	SEC Makes Spot Crypto ETF Listing Process Easier, Approves Grayscale's Large-Cap Crypto Fund (CoinDesk)
04:55PM	SEC Eyes New Exchange That Could Upend the Options Market (Barrons.com)
Sep-16-25 03:00AM	Cboe Europe Derivatives to Launch FLEX Options in Europe, Expanding Risk Management Toolkit for European Investors (PR Newswire)
Sep-15-25 12:39PM	Traders Are Snapping Up Bullish Bets on Tesla (The Wall Street Journal)
Sep-12-25 08:52AM	Cboe Launches Continuous Bitcoin & Ether Futures (CoinDesk)
05:30AM	Wall Street Expects Rally in Riskiest Stocks to Last 12 Months (Bloomberg)
Sep-11-25 03:52PM	Bullish Bets on Warner Bros. Shares Hit Record Volumes (The Wall Street Journal)
Sep-10-25 06:23PM	SEC Punts on BlackRock Ethereum ETF Staking, Franklin XRP and Solana Fund Decisions (decrypt)
05:30PM	Loading…
05:30PM	Trump CFTC pick alleges Tyler Winklevoss attempted to influence his appointment, discloses private texts (CryptoSlate)
04:44PM	Oracle Surge Lifts S&P 500 to New Record (The Wall Street Journal)
02:10PM	CBOE Targets Traders With Mag10 Futures, Options (Bloomberg)
10:00AM	Cboe Plans to Launch Cash-Settled Futures and Options on New Index Tracking Tech and Growth-Orientated U.S. Stocks (PR Newswire)
Sep-09-25 04:10PM	Cboe to Debut Continuous Bitcoin, Ethereum Futures for US Customers (decrypt)
03:08PM	Cboe Sets Nov. 10 Target for Cash-Settled Bitcoin, Ether Futures Pending Approval (Cryptonews)
12:08PM	Cboe Plans to Offer Continuous Futures for Bitcoin, Ether (Bloomberg)
10:34AM	Perpetual-Style Crypto Futures Coming to U.S. as Cboe Eyes November Launch (CoinDesk)
10:00AM	Cboe Plans to Launch Continuous Futures for Bitcoin and Ether, Beginning November 10 (PR Newswire)
05:30AM	Buyers Fatigue Threatens US Stock Rally as Fund Flows Weaken (Bloomberg)
Sep-08-25 03:00PM	Options Traders Crowd Into Rate-Cut Trade (The Wall Street Journal)
10:05AM	S&P 500 stocks: List of additions and removals in 2025 (Bankrate)
Sep-07-25 09:00AM	Traders Brush Off Inflation Risk as They Bet on Smooth Rate Path (Bloomberg)
Sep-04-25 04:30PM	Cboe Global Markets Reports Trading Volume for August 2025 (PR Newswire)
Sep-03-25 04:30PM	Cboe Global Markets to Present at the Barclays Global Financial Services Conference on September 8 (PR Newswire)
07:00AM	This VIX Butterfly Spread has a 9 to 1 Reward to Risk Ratio (Barchart)
Sep-02-25 06:04PM	Investors on edge as September reset exposes simmering US market risks (Reuters)
02:00PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) Secures Site Control for 2.8 MW Day Hollow Solar Project in New York (NewMediaWire)
10:00AM	"Life is Better With Options": Cboe Launches New Global Ad Campaign Spotlighting the Power of Options (PR Newswire)
06:17AM	S&P 500, Nasdaq down more than 1% each as ruling on Trump tariffs lifts uncertainty (Reuters)
Sep-01-25 08:44AM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Aug-29-25 04:40PM	Wall Streets Momentum Train Hits Full Speed Into September (Bloomberg)
01:30PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) Secures Site Control for Pennsylvania Solar Project (NewMediaWire)
09:45AM	Why CBOE Global (CBOE) is a Top Growth Stock for the Long-Term (Zacks)
Aug-27-25 03:25PM	How Options Traders Are Betting On Nvidia (The Wall Street Journal)
02:30PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) Advances 5.7 MW North Main St Solar Project in New York (NewMediaWire)
10:58AM	Nvidia's Big Test: 5 ETFs That Could SoarOr SinkAfter Earnings (Benzinga)
09:50AM	Here's Why CBOE Global (CBOE) is a Strong Momentum Stock (Zacks)
09:27AM	NDAQ Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
Aug-26-25 01:57PM	Heres How Options Traders Are Betting On Nvidia (The Wall Street Journal)
09:00AM	CME Group Trades Above 200-Day SMA: Time to Hold CME Stock? (Zacks)
Aug-25-25 10:29AM	CBOE Stock Rises 26.1% YTD: A Signal for Investors to Hold Tight? (Zacks)
Aug-22-25 03:38AM	What Are Wall Street Analysts' Target Price for Cboe Global Markets Stock? (Barchart)
Aug-21-25 05:18AM	Zacks Industry Outlook Highlights S&P Global, Intercontinental Exchange, CME, Nasdaq and Cboe Global Markets (Zacks)
Aug-20-25 03:15PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) Secures $1.74M in Funding for Three Nova Scotia Community Solar Projects (NewMediaWire)
Aug-19-25 01:50PM	5 Securities & Exchanges Stocks to Track as Industry Dynamics Evolve (Zacks)
Aug-18-25 03:00PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) Marks Bold Entry Into the Growing Battery Storage Market With 4.99 MW BESS in Ontario (NewMediaWire)
09:00AM	Cboe Appoints Prashant Bhatia to Lead Enterprise Strategy & Corporate Development (PR Newswire)
02:00AM	Transaction in own shares (GlobeNewswire)
Aug-17-25 09:00AM	Boom in Bespoke ETFs Drives Growth of Niche A-La-Carte Options (Bloomberg)
Aug-15-25 12:51PM	Transaction in Own Shares (GlobeNewswire)
07:00AM	Abaxx Provides Q2 2025 Corporate Update (GlobeNewswire)
02:15AM	Bekaert - Update on the Share Buyback Program and Liquidity Agreement (GlobeNewswire)
Aug-14-25 08:47PM	Light AI reports Financial Results for Three and Six Months ended June 30, 2025 (PR Newswire)
07:16PM	VERSES Announces Filing of Quarterly Report on Form 10-Q (GlobeNewswire)
06:30PM	Carbon Streaming Announces Financial Results for the Three and Six Months Ended June 30, 2025 (GlobeNewswire)
04:32PM	Exchange Operator MIAX Jumps 34% After $345 Million IPO (Bloomberg)
04:30PM	Cboe Global Markets Declares Increased Third-Quarter 2025 Dividend (PR Newswire)
01:42PM	Transaction in Own Shares (GlobeNewswire)
09:12AM	VERSES® Unveils Robotics Architecture that Works Without Pre-Training (GlobeNewswire)
Aug-13-25 04:05PM	Global Crossing Airlines Reports Second Quarter 2025 Financial Results (GlobeNewswire)
04:05PM	Glass House Brands Reports Second Quarter 2025 Financial Results (GlobeNewswire)
03:45PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) Installs 4.99 MW Battery Storage System in Ontario (NewMediaWire)
01:00PM	PowerBank (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103): Name Change Signals Broader Energy Strategy and Investor Growth Potential (NewMediaWire)
12:24PM	Transaction in Own Shares (GlobeNewswire)
09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
07:45AM	EDM Closes Silver Royalty Sale (Newsfile)
07:31AM	CIBC Asset Management Inc. announces termination of the CIBC 2025 Investment Grade Bond Funds (PR Newswire)
07:30AM	DeFi Technologies Announces Shareholder Call to Discuss Q2 2025 Financial Results (PR Newswire)
Aug-12-25 03:27PM	SolarBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: GY2) Rebrands as PowerBank Corporation (NewMediaWire)
03:18PM	Cboe Canada Lists New BetaPro ETFs from Global X, Offering 3x Leveraged and Inverse Market Exposure (Business Wire)
01:09PM	Transaction in Own Shares (GlobeNewswire)
08:55AM	VERSES® Sponsors Leading Conference on Active Inference (GlobeNewswire)
07:00AM	Canada Secures Sovereign Path to Orbit: Maritime Launch and Reaction Dynamics Sign Pathfinder Agreement to Establish Domestic Orbital Launch Capability (PR Newswire)
06:46AM	Tradr Launches First-to-Market Leveraged ETFs on Datadog & Astera Labs (PR Newswire)
Aug-11-25 12:47PM	Transaction in Own Shares (GlobeNewswire)
09:50AM	Why CBOE Global (CBOE) is a Top Momentum Stock for the Long-Term (Zacks)
Aug-08-25 12:26PM	Transaction in Own Shares (GlobeNewswire)
07:30AM	BTQ Technologies Files a Form 40-F Registration Statement (PR Newswire)
02:15AM	Bekaert - Update on the Share Buyback Program and Liquidity Agreement (GlobeNewswire)

Cboe Global Markets, Inc. engages in the provision of trading and investment solutions to investors. It operates through the following business segments: Options, North American Equities, Futures, Europe and Asia Pacific, Global FX, and Digital. The Options segment includes the options exchange business, which lists trading options on market indexes and on non-exclusive multiply listed options. The North American Equities segment covers listed cash equities and ETP transaction services that occur on BZX, BYX, EDGX, and EDGA. The Futures segment refers to the business of futures exchange, CFE, which includes offering for trading futures on the VIX Index and bitcoin and other futures products. The Europe and Asia Pacific segment relates to the pan-European listed cash equities transaction services, ETPs, exchange-traded commodities, and international depository receipts that occur on the RIE, operated by Cboe Europe Equities. The Global FX segment represents the institutional FX trading services that occur on the Cboe FX platform. The Digital segment focuses on Cboe Digital, which operates a digital asset spot market and a regulated futures exchange. The company was founded in 1973 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Howson Dave	Former Officer	Sep 23 '25	Proposed Sale	236.99	2,600	616,174		Sep 23 03:52 PM
Inzirillo Adam	Officer	Sep 08 '25	Proposed Sale	231.55	1,993	461,471		Sep 08 01:04 PM
Isaacson Christopher A	EVP, COO	Sep 02 '25	Sale	236.66	5,000	1,183,300	37,580	Sep 04 04:30 PM
Isaacson Christopher A	Officer	Sep 02 '25	Proposed Sale	236.66	5,000	1,183,300		Sep 02 01:08 PM
Foley Stephanie	EVP, CHRO	Aug 19 '25	Option Exercise	246.13	1,941	477,738	3,285	Aug 21 04:30 PM
Howson Dave	Former Officer	Aug 11 '25	Proposed Sale	251.92	7,100	1,788,632		Aug 11 03:43 PM
Howson Dave	Former Officer	Aug 04 '25	Proposed Sale	248.14	6,100	1,513,654		Aug 04 06:19 PM
Isaacson Christopher A	EVP, COO	Jun 09 '25	Sale	221.37	5,000	1,106,850	42,580	Jun 11 04:33 PM
Isaacson Christopher A	Officer	Jun 09 '25	Proposed Sale	221.37	5,000	1,106,850		Jun 09 10:21 AM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	May 23 '25	Sale	226.58	3,598	815,235	2,183	May 28 04:52 PM
Clay Catherine R	Officer	May 23 '25	Proposed Sale	226.58	3,598	815,235		May 23 12:00 PM
Lipscomb Timothy	EVP, Chief Technology Officer	May 19 '25	Option Exercise	224.41	1,278	286,796	2,038	May 21 04:34 PM
Goodman Jill R	Director	Mar 13 '25	Sale	211.33	1,384	292,481	11,189	Mar 14 04:32 PM
Goodman Jill R	Director	Mar 12 '25	Sale	206.24	1,300	268,112	12,573	Mar 14 04:32 PM
Goodman Jill R	Director	Mar 13 '25	Proposed Sale	211.33	1,384	292,484		Mar 13 10:43 AM
Goodman Jill R	Director	Mar 12 '25	Proposed Sale	206.24	1,300	268,112		Mar 12 02:44 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 24 '25	Sale	211.12	228	48,135	248	Feb 26 04:47 PM
Wilkinson Allen	Officer	Feb 24 '25	Proposed Sale	211.12	228	48,135		Feb 24 11:20 AM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 19 '25	Option Exercise	210.25	1,996	419,659	2,414	Feb 21 04:42 PM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 20 '25	Sale	209.67	200	41,934	1,993	Feb 21 04:42 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 19 '25	Option Exercise	210.25	10,247	2,154,432	15,044	Feb 21 04:40 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 20 '25	Sale	208.65	5,659	1,180,744	8,025	Feb 21 04:40 PM
Foley Stephanie	EVP, CHRO	Feb 19 '25	Option Exercise	210.25	1,099	231,065	1,668	Feb 21 04:39 PM
Isaacson Christopher A	EVP, COO	Feb 19 '25	Option Exercise	210.25	6,742	1,417,506	48,206	Feb 21 04:37 PM
Griebenow Jill	EVP, CFO	Feb 19 '25	Option Exercise	210.25	3,561	748,700	11,530	Feb 21 04:35 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 19 '25	Option Exercise	210.25	2,595	545,599	6,177	Feb 21 04:34 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 19 '25	Option Exercise	210.25	744	156,426	599	Feb 21 04:33 PM
Sexton John P	EVP, GC AND CORP SEC	Feb 19 '25	Option Exercise	210.25	2,889	607,412	22,450	Feb 21 04:32 PM
Inzirillo Adam	Officer	Feb 20 '25	Proposed Sale	209.67	200	41,934		Feb 20 02:44 PM
Howson Dave	Officer	Feb 20 '25	Proposed Sale	208.65	5,659	1,180,733		Feb 20 11:11 AM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 12 '25	Sale	206.01	11,036	2,273,526	8,025	Feb 14 04:33 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 10 '25	Sale	211.85	3,000	635,550	1,328	Feb 12 07:19 PM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 10 '25	Sale	211.66	80	16,933	1,218	Feb 12 04:54 PM
Howson Dave	Officer	Feb 12 '25	Proposed Sale	206.01	11,036	2,273,526		Feb 12 10:42 AM
Inzirillo Adam	Officer	Feb 10 '25	Proposed Sale	211.66	80	16,933		Feb 10 04:09 PM
Clay Catherine R	Officer	Feb 10 '25	Proposed Sale	211.84	3,000	635,535		Feb 10 03:50 PM
Inzirillo Adam	EVP, DATA VANTAGE	Dec 13 '24	Sale	200.43	25	5,011	1,298	Dec 17 04:34 PM
Inzirillo Adam	Officer	Dec 13 '24	Proposed Sale	200.43	25	5,011		Dec 13 04:39 PM
Tomczyk Fredric J	CHIEF EXECUTIVE OFFICER	Oct 12 '24	Option Exercise	206.00	14,817	3,052,302	28,416	Oct 16 04:37 PM

Open in Screener

FRGE

Forge Global Holdings Inc

Oct 06 • 04:00PM ET

16.16

-0.36 -2.18 %

Financial • Capital Markets • USA • NYSE

FRGE Forge Global Holdings Inc daily Stock Chart

Peers: MKTX ICE NDAQ CBOE CME MSCI FDS MORN SPGI COIN

| Held by: IWM VTI VXF IWN VTWO SCHA IWC AVSC VTWV RSSL

Index	RUT	P/E	-	EPS (ttm)	-5.06	Insider Own	31.99%	Shs Outstand	12.41M	Perf Week	-5.44%
Market Cap	219.79M	Forward P/E	-	EPS next Y	-2.39	Insider Trans	-0.55%	Shs Float	9.25M	Perf Month	-6.70%
Enterprise Value	155.46M	PEG	-	EPS next Q	-1.05	Inst Own	24.95%	Short Float	2.48%	Perf Quarter	-8.91%
Income	-62.74M	P/S	2.42	EPS this Y	18.82%	Inst Trans	0.20%	Short Ratio	2.28	Perf Half Y	117.73%
Sales	90.84M	P/B	1.00	EPS next Y	45.42%	ROA	-23.74%	Short Interest	0.23M	Perf YTD	15.73%
Book/sh	16.16	P/C	2.65	EPS next 5Y	33.02%	ROE	-28.14%	52W High	24.90 -35.10%	Perf Year	-8.70%
Cash/sh	6.10	P/FCF	-	EPS past 3/5Y	-2.06% -12.26%	ROIC	-29.40%	52W Low	6.60 144.85%	Perf 3Y	-38.79%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-14.75% -	Gross Margin	-31.23%	Volatility	4.93% 6.42%	Perf 5Y	-
Dividend TTM	-	EV/Sales	1.71	EPS Y/Y TTM	21.87%	Oper. Margin	-72.71%	ATR (14)	1.04	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	3.98	Sales Y/Y TTM	14.78%	Profit Margin	-69.06%	RSI (14)	43.06	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	3.98	EPS Q/Q	10.51%	SMA20	-3.61%	Beta	2.25	Target Price	34.40
Payout	-	Debt/Eq	0.07	Sales Q/Q	24.49%	SMA50	-13.57%	Rel Volume	0.70	Prev Close	16.52
Employees	300	LT Debt/Eq	0.06	Earnings	Jul 30 BMO	SMA200	10.16%	Avg Volume	100.58K	Price	16.16
IPO	Feb 01, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-14.22% 25.62%	Trades		Volume	70,772	Change	-2.18%

Date	Action	Analyst	Rating Change	Price Target Change
May-14-25	Resumed	JP Morgan	Neutral	$18
May-12-25	Upgrade	Piper Sandler	Neutral → Overweight	$30
Jan-07-25	Downgrade	JP Morgan	Neutral → Underweight
Sep-03-24	Upgrade	UBS	Neutral → Buy	$3
Jan-05-23	Initiated	JP Morgan	Neutral
Nov-30-22	Initiated	UBS	Neutral	$1.75
Nov-22-22	Initiated	Piper Sandler	Neutral	$1.75
Aug-26-22	Initiated	William Blair	Mkt Perform
Aug-26-22	Initiated	JMP Securities	Mkt Outperform	$10

Sep-04-25 08:30AM	Forge Global CEO Kelly Rodriques to Speak at Fortune Brainstorm Tech 2025 (Business Wire)
Aug-27-25 04:15PM	Forge Global to Present at the UBS Fintech Conference (Business Wire)
Aug-05-25 09:55AM	How Much Upside is Left in Forge Global (FRGE)? Wall Street Analysts Think 46.09% (Zacks)
08:30AM	Forge Global to Present at Investor Conferences in August (Business Wire)
Aug-01-25 09:24PM	CORRECTING and REPLACING Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2025 Results (Business Wire) -6.02% +11.65%
08:30AM	Loading…
Jul-31-25 08:30AM	Silicon Valley Bank Partners with Forge to Provide Private Market Liquidity to Innovation Economy Clients through Forge Platform (PR Newswire) +30.32%
Jul-30-25 09:30AM	Forge Global (FRGE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
Jul-29-25 10:01AM	Earnings To Watch: Forge Global Holdings Inc (FRGE) Reports Q2 2025 Result (GuruFocus.com)
Jul-28-25 07:55AM	Rithm (RITM) Q2 Earnings Surpass Estimates (Zacks)
Jul-24-25 08:00AM	The DoD Accelerator Managed by Accuidity Capital Management Announces a $6 Million Series A Investment in Baxter Aerospace (Business Wire)
Jul-21-25 04:15PM	Forge Announces Employment Inducement Awards in Accordance With NYSE Rule 303A.08 (Business Wire)
Jul-17-25 08:00AM	Forge Global Holdings, Inc. to Report Second Quarter Fiscal 2025 Financial Results July 30, 2025 (Business Wire)
Jul-02-25 08:00AM	Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition (Business Wire)
Jun-26-25 04:25PM	Forge Global Partners with Fortune to Launch Private Market Lists and Rankings (Business Wire)
08:55AM	Loading…
08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 nears record (PR Newswire)
08:00AM	Forge Global Launches Next Generation Marketplace, Delivering a Smarter Way to Trade Private Stock (Business Wire)
Jun-23-25 08:23AM	Young Investor Demand for Alternative Assets Is Reshaping Wall Street's Playbook (Bloomberg)
Jun-03-25 05:00PM	Forge Global CEO to Speak at the Piper Sandler Global Exchange & Trading Conference June 5th, 2025 (Business Wire)
May-08-25 03:10AM	Forge Global Holdings Inc (FRGE) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
May-07-25 12:00PM	Forge Global (FRGE) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +11.01%
08:15AM	Forge Global Holdings, Inc. (FRGE) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2025 Results (Business Wire)
May-02-25 08:30AM	Forge Regains Compliance with NYSE Continued Listing Standard (Business Wire)
May-01-25 04:20PM	Forge Global Holdings, Inc. to Report First Quarter Fiscal 2025 Financial Results on May 7th, 2025 (Business Wire)
Apr-30-25 10:01AM	Earnings Preview: HA Sustainable Infrastructure Capital (HASI) Q1 Earnings Expected to Decline (Zacks)
Apr-29-25 10:01AM	Will Forge Global Holdings, Inc. (FRGE) Report Negative Q1 Earnings? What You Should Know (Zacks) +12.96%
Apr-28-25 08:45AM	Forge Global: Hold Amid Uncertainty In The Market (Seeking Alpha)
Apr-25-25 08:55AM	Ponce Financial (PDLB) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-24-25 04:15PM	Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform (Business Wire)
01:57PM	Loading…
Apr-22-25 01:57PM	Forge Global (FRGE) Surges 41.5%: Is This an Indication of Further Gains? (Zacks)
09:34AM	Why Forge Global Holdings, Inc. (FRGE) Soared on Monday (Insider Monkey)
08:00AM	Forge Global and ICE to Bring Greater Transparency to Private Markets with Forge Price (Business Wire)
Apr-17-25 08:30AM	Forge Announces Non-Binding Letter of Intent for the Acquisition of Accuidity Capital Management (Business Wire)
Apr-10-25 04:15PM	Forge Global Holdings, Inc. Reports Preliminary First Quarter Fiscal Year 2025 Results (Business Wire) -6.69% +8.61%
Apr-01-25 12:06PM	Forge Global board approves 1-for-15 reverse stock split (TipRanks)
Mar-31-25 12:00PM	Forge Global Announces Reverse Stock Split (Business Wire) -15.46%
Mar-25-25 01:50PM	Forge Global and Yahoo Finance Launch Industrys First Private Market Hub, Expanding Access to Private Market Investment Opportunities (Business Wire) +13.51%
01:50PM	Forge Global and Launch Industrys First Private Market Hub, Expanding Access to Private Market Investment Opportunities (Business Wire)
01:22PM	Want to Invest in a Private Company? All It Takes Is $5,000 (The Wall Street Journal)
Mar-18-25 08:15AM	Forge Appoints Financial Services Veteran Brian McDonald to Its Board of Directors (Business Wire) +7.27%
Mar-06-25 08:08AM	Q4 2024 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents) -17.96%
02:11AM	Forge Global Holdings Inc (FRGE) Q4 2024 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
Mar-05-25 06:00PM	Here's What Key Metrics Tell Us About Forge Global (FRGE) Q4 Earnings (Zacks) -8.26%
05:25PM	Forge Global Holdings, Inc. (FRGE) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:10PM	Forge Global Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
Mar-04-25 07:23AM	What To Expect From Forge Global Holdings Inc (FRGE) Q4 2024 Earnings (GuruFocus.com)
Feb-26-25 04:20PM	Forge Global CEO to Fireside Chat at the Citizen JMP Technology Conference (Business Wire) +7.98%
Feb-24-25 05:15PM	Forge Global Holdings, Inc. to Report Fourth Quarter and Full Year Fiscal 2024 Financial Results on March 5th, 2025 (Business Wire)
Jan-14-25 04:15PM	Forge Global Names Former London Stock Exchange Group Executive James Nevin as New CFO (Business Wire) +10.03%
Jan-03-25 04:20PM	Forge Global Receives Continued Listing Standards Notice from the NYSE (Business Wire) -8.53%
Nov-07-24 02:22AM	Forge Global Holdings Inc (FRGE) Q3 2024 Earnings Call Highlights: Surging Marketplace Revenue ... (GuruFocus.com) -13.74%
Nov-06-24 06:30PM	Forge Global Holdings, Inc. (FRGE) Reports Q3 Loss, Lags Revenue Estimates (Zacks) +10.08%
04:10PM	Forge Global Holdings, Inc. Reports Third Quarter Fiscal Year 2024 Results (Business Wire)
Oct-30-24 09:46AM	Forge Global Holdings, Inc. to Report Third Quarter 2024 Financial Results on November 6th, 2024 (Business Wire)
Sep-26-24 08:30AM	Forge Global Announces Forge Price, A New Standard for Pricing Pre-IPO Venture-Backed Late-Stage Companies, Now Integrated into Forge Pro and Related Data Products (Business Wire)
Sep-11-24 08:30AM	Forge Global Names the Private Magnificent 7 the High-Performing Unicorns Driving the U.S. Innovation Economy (Business Wire)
Aug-14-24 09:29AM	Forge Global CEO to Participate in a Fireside Chat at the Oppenheimer 27th Annual Technology, Internet & Communications Conference (Business Wire) -6.72%
Aug-07-24 07:05PM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +7.38%
04:10PM	Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2024 Results (Business Wire)
03:15PM	UPDATED TIME: Forge Global Holdings, Inc. to Report Second Quarter 2024 Financial Results on August 7th, 2024 (Business Wire)
Jul-24-24 04:10PM	Forge Global Holdings, Inc. to Report Second Quarter 2024 Financial Results on August 7th, 2024 (Business Wire)
Jul-03-24 07:21AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday (InvestorPlace)
Jun-05-24 10:41AM	This Is The Platform Nancy Pelosi Used To Make Her Private Investment In Databricks (Benzinga)
May-30-24 04:10PM	Forge Global CEO to Fireside Chat at the Piper Sandler & Co. Global Exchange & Trading Conference (Business Wire)
08:00AM	Forge Global CEO to Present at the William Blair 44th Annual Growth Stock Conference (Business Wire)
May-14-24 04:10PM	Forge Global to Attend the J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference (Business Wire)
May-08-24 09:39AM	Forge Global Holdings, Inc. (NYSE:FRGE) Q1 2024 Earnings Call Transcript (Insider Monkey) -7.73%
09:05AM	Q1 2024 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
04:20AM	Forge Global Holdings Inc (FRGE) (Q1 2024) Earnings Call Transcript Highlights: Navigating ... (GuruFocus.com)
May-07-24 09:54PM	FRGE Stock Earnings: Forge Global Holdings Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:09PM	Forge Global Holdings Inc (FRGE) Q1 Fiscal 2024 Earnings: Narrower Net Loss Amidst Revenue Growth (GuruFocus.com)
04:10PM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2024 Results (Business Wire)
May-06-24 04:00PM	3 Financial Stocks to Sell in May Before They Crash & Burn (InvestorPlace)
Apr-24-24 04:10PM	Forge Global Holdings, Inc. to Report First Quarter 2024 Financial Results on May 7th, 2024 (Business Wire)
Apr-11-24 12:03PM	Destiny CEO Calls Private-Tech Funds Meme-Like Surge a Discovery Process (Bloomberg)
Apr-02-24 04:41PM	Index Fund for Private Firms Makes Backing Unicorns Easier (Bloomberg) -7.69% +9.52%
04:15PM	Forge Globals Private Market Index to be Tracked by Accuidity Strategy, Offering Diversified Exposure to Late-Stage Companies (Business Wire)
Mar-27-24 12:51PM	Forge Global Holdings, Inc. (NYSE:FRGE) Q4 2023 Earnings Call Transcript (Insider Monkey) -21.51%
10:30AM	Q4 2023 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-26-24 08:53PM	FRGE Stock Earnings: Forge Global Holdings Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
04:10PM	Forge Global Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2023 Results (Business Wire)
Mar-21-24 08:00AM	Forge Releases Forge Pro, a Major Milestone Toward an Institutional Trade Order Management System for Private Company Securities (Business Wire)
Mar-18-24 04:10PM	Forge Global Holdings, Inc. to Report Fourth Quarter and Full Year 2023 Financial Results on March 26, 2024 (Business Wire)
Mar-14-24 04:10PM	Forge Global Appoints Capital Markets Veteran Larry Leibowitz to its Board of Directors (Business Wire) -6.70%
Mar-12-24 01:35PM	25 Most Powerful Passports in the World (Insider Monkey)
Feb-27-24 04:10PM	Forge Global to Attend the Citizens JMP Technology Conference (Business Wire)
08:30AM	Forge Strengthens Private Market Data Team and Capabilities with Two Key Hires (Business Wire)
Feb-07-24 08:00AM	Forge To Accelerate Product Vision and Commercial Strategy with Executive Appointment of James Brooks (Business Wire) -6.29%
Jan-10-24 09:35AM	After Plunging -16.4% in 4 Weeks, Here's Why the Trend Might Reverse for Forge Global Holdings, Inc. (FRGE) (Zacks)
Dec-21-23 08:30AM	Forge Bolsters Roster with Strategic Hires to Deliver Greater Value to Private Company Partners, Institutional Investors (Business Wire) +8.77%
Dec-20-23 08:30AM	Forge Enhances Institutional Focus with Appointment of Chris Lane (Business Wire) +7.67%
Dec-14-23 08:00AM	Forge Global Announces First-of-its-Kind Investable Private Market Index in Partnership with Accuidity to Provide Diversified Exposure to Late Stage Companies (Business Wire) +7.69%
Dec-04-23 04:10PM	Forge Global Announces Transitions to its Board of Directors (Business Wire) -7.23%
Nov-13-23 11:20AM	Forge Global Holdings, Inc. (NYSE:FRGE) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-07-23 04:10PM	Forge Global Holdings, Inc. Reports Third Quarter Fiscal Year 2023 Results (Business Wire)
Oct-30-23 03:52PM	Billionaire Marc Lasrys Top 10 Stock Picks (Insider Monkey) +8.81%
Oct-24-23 04:10PM	Forge Global Holdings, Inc. to Report Third Quarter 2023 Financial Results on November 7, 2023 (Business Wire)
Aug-31-23 05:38PM	Forge Global Holdings, private securities marketplace, expands downtown San Francisco headquarters (American City Business Journals)
Aug-08-23 07:30PM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks)

Forge Global Holdings, Inc. engages in providing marketplace infrastructure, data services, and technology solutions for private market participants. It also offers a financial services platform, proprietary data, and insights to inform investment strategies. The company was founded in 2014 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rodriques Kelly	Chief Executive Officer	Aug 18 '25	Sale	20.55	7,470	153,488	575,862	Aug 20 05:11 PM
Rodriques Kelly	Chief Executive Officer	Aug 20 '25	Sale	19.71	3,530	69,576	572,332	Aug 20 05:11 PM
Rodriques Kelly	Officer	Aug 18 '25	Proposed Sale	21.13	11,000	232,430		Aug 18 04:26 PM
Nevin James	Chief Financial Officer	Aug 06 '25	Buy	22.65	1,950	44,168	24,124	Aug 07 04:55 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Jun 17 '25	Sale	16.43	810	13,308	17,281	Jun 20 05:01 PM
Phillips Jennifer	Chief Revenue & Growth Officer	May 29 '25	Sale	15.02	1,126	16,913	18,933	Jun 02 05:13 PM
Phillips Jennifer	Chief Revenue & Growth Officer	May 19 '25	Sale	15.00	500	7,500	20,059	May 21 08:00 PM
Nevin James	Chief Financial Officer	May 16 '25	Buy	13.93	3,508	48,865	3,508	May 20 08:15 PM
Phillips Jennifer	Officer	May 19 '25	Proposed Sale	14.35	1,626	23,333		May 19 04:59 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Apr 15 '25	Sale	15.11	16,150	244,104	22,226	Apr 17 05:44 PM
Phillips Jennifer	Officer	Apr 15 '25	Proposed Sale	9.63	16,150	155,500		Apr 15 04:00 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Feb 18 '25	Sale	1.00	159,108	159,110	604,728	Feb 19 07:28 PM
Phillips Jennifer	Officer	Feb 18 '25	Proposed Sale	0.93	160,508	148,984		Feb 18 05:00 PM
Rodriques Kelly	Chief Executive Officer	Jan 15 '25	Sale	0.80	50,000	40,205	8,030,213	Jan 17 07:37 PM
Rodriques Kelly	Officer	Jan 15 '25	Proposed Sale	0.79	50,000	39,425		Jan 15 05:12 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Dec 18 '24	Sale	1.00	1,400	1,400	724,591	Dec 20 07:34 PM
Rodriques Kelly	Chief Executive Officer	Dec 16 '24	Sale	1.04	25,000	25,945	8,153,110	Dec 17 07:19 PM
Rodriques Kelly	Chief Executive Officer	Dec 17 '24	Sale	0.99	25,000	24,628	8,128,110	Dec 17 07:19 PM
Rodriques Kelly	Officer	Dec 16 '24	Proposed Sale	1.06	50,000	53,000		Dec 16 04:28 PM
Rodriques Kelly	Officer	Dec 09 '24	Proposed Sale	1.06	65,000	68,900		Dec 09 05:08 PM
Rodriques Kelly	Chief Executive Officer	Dec 09 '24	Sale	1.12	65,000	72,618	8,221,112	Dec 09 04:29 PM
Rodriques Kelly	Chief Executive Officer	Dec 05 '24	Sale	1.02	25,634	26,252	8,301,835	Dec 09 04:29 PM
Rodriques Kelly	Chief Executive Officer	Dec 06 '24	Sale	1.02	15,723	16,078	8,286,112	Dec 09 04:29 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Dec 02 '24	Sale	1.07	50,000	53,685	744,018	Dec 04 08:01 PM
Rodriques Kelly	Chief Executive Officer	Dec 02 '24	Sale	1.02	31,735	32,440	8,354,377	Dec 04 07:57 PM
Rodriques Kelly	Chief Executive Officer	Dec 03 '24	Sale	1.02	19,778	20,174	8,334,599	Dec 04 07:57 PM
Rodriques Kelly	Chief Executive Officer	Dec 04 '24	Sale	1.02	7,130	7,273	8,327,469	Dec 04 07:57 PM
Phillips Jennifer	Officer	Dec 02 '24	Proposed Sale	1.09	50,000	54,500		Dec 02 05:11 PM
Rodriques Kelly	Officer	Dec 02 '24	Proposed Sale	1.09	100,000	109,000		Dec 02 05:07 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 21 '24	Sale	1.00	12,292	12,292	800,555	Nov 25 04:53 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 22 '24	Sale	1.00	6,537	6,537	794,018	Nov 25 04:53 PM
Phillips Jennifer	Officer	Nov 21 '24	Proposed Sale	0.96	18,829	18,036		Nov 21 04:38 PM
Rodriques Kelly	Chief Executive Officer	Nov 15 '24	Sale	0.88	25,000	21,935	8,411,112	Nov 19 07:38 PM
Rodriques Kelly	Chief Executive Officer	Nov 18 '24	Sale	0.82	25,000	20,568	8,386,112	Nov 19 07:38 PM
Rodriques Kelly	Officer	Nov 15 '24	Proposed Sale	0.90	50,000	45,055		Nov 15 05:07 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 01 '24	Sale	1.14	25,000	28,470	854,581	Nov 05 03:09 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 04 '24	Sale	1.14	25,000	28,425	829,581	Nov 05 03:09 PM
Phillips Jennifer	Officer	Nov 01 '24	Proposed Sale	1.16	50,000	58,000		Nov 01 04:55 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Oct 22 '24	Sale	1.28	50,000	63,845	968,497	Oct 24 06:05 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Oct 23 '24	Sale	1.23	50,000	61,410	918,497	Oct 24 06:05 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Oct 24 '24	Sale	1.21	38,916	47,174	879,581	Oct 24 06:05 PM
Phillips Jennifer	Officer	Oct 22 '24	Proposed Sale	1.32	138,916	183,369		Oct 22 04:44 PM
Rodriques Kelly	Officer	Oct 15 '24	Proposed Sale	1.33	50,000	66,500		Oct 15 05:07 PM
Rodriques Kelly	Chief Executive Officer	Oct 15 '24	Sale	1.33	50,000	66,440	8,476,028	Oct 15 05:05 PM

Open in Screener

SNEX

StoneX Group Inc

Oct 06 • 04:00PM ET

99.00

-2.05 -2.03 %

Financial • Capital Markets • USA • NASD

Peers: IBKR MS SCHW GS AMTD CME NDAQ ICE CBOE BX

| Held by: IJR VTI AVUV IWM VXF SPSM IWO XSMO RSMC SCHA

Index	RUT	P/E	16.87	EPS (ttm)	5.87	Insider Own	12.69%	Shs Outstand	49.03M	Perf Week	-1.77%
Market Cap	4.86B	Forward P/E	13.54	EPS next Y	7.31	Insider Trans	-2.79%	Shs Float	42.86M	Perf Month	-3.81%
Enterprise Value	18.03B	PEG	1.12	EPS next Q	1.60	Inst Own	81.81%	Short Float	4.37%	Perf Quarter	3.17%
Income	287.10M	P/S	0.04	EPS this Y	10.13%	Inst Trans	1.28%	Short Ratio	3.49	Perf Half Y	42.26%
Sales	130.81B	P/B	2.45	EPS next Y	23.42%	ROA	0.95%	Short Interest	1.87M	Perf YTD	51.58%
Book/sh	40.36	P/C	3.70	EPS next 5Y	15.09%	ROE	16.01%	52W High	106.98 -7.46%	Perf Year	82.25%
Cash/sh	26.75	P/FCF	6.54	EPS past 3/5Y	27.70% 22.11%	ROIC	9.31%	52W Low	54.60 81.33%	Perf 3Y	171.65%
Dividend Est.	-	EV/EBITDA	9.68	Sales past 3/5Y	32.92% 24.88%	Gross Margin	2.47%	Volatility	3.24% 3.33%	Perf 5Y	336.76%
Dividend TTM	-	EV/Sales	0.14	EPS Y/Y TTM	23.89%	Oper. Margin	1.36%	ATR (14)	3.21	Perf 10Y	809.18%
Dividend Ex-Date	-	Quick Ratio	0.68	Sales Y/Y TTM	53.19%	Profit Margin	0.22%	RSI (14)	52.67	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.71	EPS Q/Q	-2.60%	SMA20	1.93%	Beta	0.53	Target Price	115.00
Payout	0.00%	Debt/Eq	7.32	Sales Q/Q	28.68%	SMA50	2.56%	Rel Volume	0.78	Prev Close	101.05
Employees	4556	LT Debt/Eq	0.56	Earnings	Aug 05 AMC	SMA200	16.93%	Avg Volume	536.89K	Price	99.00
IPO	Mar 06, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-12.34% 10.96%	Trades		Volume	418,016	Change	-2.03%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-26-25	Initiated	William Blair	Outperform
Nov-11-20	Initiated	Jefferies	Buy

Sep-25-25 04:52AM	StoneX Payments and Hana Bank Deepen Partnership to Strengthen Cross-Border Payment Capabilities (GlobeNewswire)
Sep-15-25 08:50AM	StoneX Group (SNEX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Sep-10-25 10:09AM	Grab These 5 Mid-Cap Stocks to Strengthen Your Portfolio in Q4 2025 (Zacks)
Sep-04-25 08:00AM	StoneX Acquires Right Corp, Expanding Global Trading Capabilities to Include Wholesale Meat Supply and Distribution (GlobeNewswire)
Aug-29-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks)
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Aug-26-25 04:43AM	StoneX Payments Appointed by Bank Mendes Gans to Power Global Cross-border Payment Expansion (GlobeNewswire)
Aug-22-25 05:30AM	Traders Need a Green Light From Powell to Keep Stocks Rallying (Bloomberg)
Aug-20-25 12:03AM	2 Reasons to Sell SNEX and 1 Stock to Buy Instead (StockStory)
Aug-13-25 08:50AM	StoneX Group (SNEX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Aug-05-25 06:15PM	StoneX Group Inc. (SNEX) Q3 Earnings Lag Estimates (Zacks) -15.49%
04:34PM	StoneX Group Inc. Reports Fiscal 2025 Third Quarter Financial Results (GlobeNewswire)
09:32AM	StoneX Group Inc (SNEX) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
07:30AM	StoneX Completes Acquisition of The Benchmark Company to Expand Investment Banking Capabilities (GlobeNewswire)
Aug-04-25 09:26AM	Earnings To Watch: StoneX Group Inc (SNEX) Reports Q3 2025 Result (GuruFocus.com)
Jul-31-25 04:01PM	StoneX Completes Acquisition of R.J. O'Brien, Becoming the Largest Non-Bank FCM in the United States and Enhancing Global Multi-Asset Capabilities (GlobeNewswire)
05:19PM	Loading…
Jul-30-25 05:19PM	StoneX Group Inc. to Announce 2025 Fiscal Third Quarter Earnings on August 5, 2025 (GlobeNewswire)
10:00AM	Brookfield Asset Management (BAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-29-25 06:15PM	Marathon Digital Holdings, Inc. (MARA) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
10:00AM	StoneX Group Inc. (SNEX) Earnings Expected to Grow: What to Know Ahead of Q3 Release (Zacks)
Jul-28-25 01:48PM	Stock Of The Day Forms New Buy Point. You Probably Never Heard Of The Firm. (Investor's Business Daily)
Jul-25-25 12:10PM	Will StoneX Group (SNEX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-24-25 03:30PM	StoneX Group Inc. (SNEX): A Bull Case Theory (Insider Monkey)
Jul-17-25 03:53PM	Cocoa Prices Sink as Consumers Cut Down on High-Priced Chocolate (The Wall Street Journal)
Jul-11-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks) -5.10%
Jul-10-25 09:15AM	StoneX Group Inc. (SNEX) Soars to 52-Week High, Time to Cash Out? (Zacks)
Jul-08-25 01:25PM	Brokerage Firm StoneX Poised To Hit New Buy Point Amid 44% Advance (Investor's Business Daily)
Jun-30-25 08:49AM	StoneX Signs Letter of Intent to Acquire Intercam's U.S. Wealth Management Entities (Business Wire)
08:18AM	What Makes StoneX Group (SNEX) a Defensive Financial Services Firm? (Insider Monkey)
Jun-27-25 05:18PM	MercadoLibre, SAP, Uber Among Stocks To Watch As Shares Approach Buy Points (Investor's Business Daily)
Jun-25-25 08:50AM	StoneX Group (SNEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
04:52PM	Loading…
Jun-23-25 04:52PM	StoneX Group Inc. Announces Pricing of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)
08:56AM	StoneX Group Inc. Announces Private Offering of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)
Jun-18-25 09:57AM	Canadian Annual Derivatives Conference Opens the Market (Newsfile)
Jun-13-25 06:20AM	Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar? (Zacks)
Jun-10-25 12:00PM	StoneX Group (SNEX) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
May-28-25 06:20AM	Is SPDR S&P Capital Markets ETF (KCE) a Strong ETF Right Now? (Zacks)
May-27-25 10:30PM	StoneX Group Taps AI-Powered LIQUID eKYC to Improve Onboarding Experience, Expecting to Double Account Openings (PR Newswire)
May-13-25 11:18AM	StoneX Group to acquire Plantureux et Associes, term not disclosed (TipRanks)
May-12-25 11:08AM	StoneX to Acquire Plantureux et Associés, Enhancing Its Competitive Position in European Commodities Markets (GlobeNewswire)
11:08AM	StoneX to Acquire Plantureux et Associes, Enhancing Its Competitive Position in European Commodities Markets (GlobeNewswire)
May-09-25 03:22AM	StoneX Group Inc (SNEX) Q2 2025 Earnings Call Highlights: Record Revenues and Strategic ... (GuruFocus.com)
May-08-25 04:36PM	Stock Market Today: Dow Jones Finishes 250 Points Higher On U.S.-UK Trade Deal; Boeing Soars Past Buy Point, Bitcoin Races Past $100,000 (Live Coverage) (Investor's Business Daily) -6.73%
May-07-25 06:55PM	StoneX Group Inc. (SNEX) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:40PM	StoneX Group Inc. Reports Fiscal 2025 Second Quarter Financial Results (GlobeNewswire)
09:44AM	Earnings To Watch: StoneX Group Inc (SNEX) Reports Q2 2025 Result (GuruFocus.com)
May-04-25 09:00PM	FOREX.com lands in Singapore, reflecting a new era in retail and self-directed CFD trading (PR Newswire)
May-01-25 10:01AM	Coinbase Global, Inc. (COIN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-30-25 04:35PM	StoneX Group Inc. to Announce 2025 Fiscal Second Quarter Earnings on May 7, 2025 (GlobeNewswire)
Apr-22-25 07:00AM	StoneX Precious Metals Vault in New York is granted CME Registered Depository status for Gold, Silver, Platinum, and Palladium (GlobeNewswire)
Apr-17-25 12:38PM	Two Financial Services Names Shine Among IBD 50 (Investor's Business Daily)
Apr-15-25 10:05AM	StoneX Group: A Hidden Gem, Creating Lots Of Financial Value (Seeking Alpha)
Apr-14-25 07:28AM	R.J. O'Brien Agrees to Acquisition by StoneX Group (PR Newswire)
07:00AM	StoneX to Acquire R.J. O'Brien, Creating a Market Leader in Global Derivatives (GlobeNewswire)
Apr-11-25 06:20AM	Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar? (Zacks)
12:30AM	Embark Small Cap Equity Fund Q4 2024 Commentary (Seeking Alpha)
Apr-10-25 05:30AM	Full S&P 500 recovery this year still far-fetched despite rally (Bloomberg)
Apr-04-25 11:23AM	Coffee Drops as Trump Tariffs Spur Market Selloff, Demand Fears (Bloomberg) -6.24%
Apr-03-25 01:45PM	US Coffee Drinkers Face Pricier Cup as Tariffs Hit Key Supplier (Bloomberg) -5.82%
Apr-01-25 10:00AM	StoneX Group Inc. Launches Shell Egg Contract to Address Price Volatility (GlobeNewswire)
Mar-26-25 08:50AM	Here's Why Momentum in StoneX Group (SNEX) Should Keep going (Zacks)
Mar-17-25 08:00AM	StoneX Payments and Bamboo Partner to Expand Cross-Border Payment Coverage in Latin America (GlobeNewswire)
Mar-11-25 08:00AM	StoneX to Acquire The Benchmark Company, Adding Capabilities in Investment Banking (GlobeNewswire)
Feb-26-25 07:29PM	The U.S. Plans to Import More Eggs. Will That Help Tame Rising Prices? (The Wall Street Journal)
02:19PM	Comex Copper Settles 1.25% Higher at $4.5420 (The Wall Street Journal)
08:28AM	Base Metal Prices Rise; Copper Gains on Trumps Tariff Comments (The Wall Street Journal)
Feb-21-25 11:00AM	StoneX Group CEO Philip Smith on Gold Market Volatility (GlobeNewswire)
07:29AM	StoneX Payments to Showcase Cross-Border FX Capabilities at BAFT Europe Bank-to-Bank Forum 2025 (GlobeNewswire)
07:13AM	2025's The Showdown 5 Sets Sales Pace Record (GlobeNewswire)
06:48AM	FOREX.com to Exhibit at Invest Cuffs Conference in Krakow (GlobeNewswire)
03:25AM	StoneX Unites with Women's Run Series to Champion Athletics Diversity (GlobeNewswire)
Feb-20-25 04:04PM	StoneX Hedge Reaches 1B Bushels Hedged (GlobeNewswire)
Feb-11-25 09:00AM	StoneX and Fiserv Partner to Enhance Cross-Border Payment Capabilities for Financial Institutions (GlobeNewswire)
Feb-07-25 12:38PM	Gold Has Smashed Record After Record. It Is Set to Continue Glittering in 2025 (The Wall Street Journal)
Feb-05-25 04:15PM	StoneX Group Inc. Reports Fiscal 2025 First Quarter Financial Results (GlobeNewswire) +8.03%
12:40PM	Gold Hits Fresh Record on Haven Demand as Tightness Persists (Bloomberg)
07:07AM	What To Expect From StoneX Group Inc (SNEX) Q1 2025 Earnings (GuruFocus.com)
Feb-04-25 07:08AM	StoneX Group Inc (SNEX) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-03-25 09:12AM	StoneX Completes Acquisition of Octo Finances (GlobeNewswire)
Jan-29-25 04:06PM	StoneX Group Inc. to Announce 2025 Fiscal First Quarter Earnings on February 5, 2025 (GlobeNewswire)
Jan-22-25 11:01AM	Improving Corn Prices Offer a Kernel of Hope for Farmers (The Wall Street Journal)
Jan-15-25 04:15PM	Gold Posts Largest Gain in Nearly a Month (The Wall Street Journal)
02:02PM	Comex Gold Settles 1.31% Higher at $2712.50 (The Wall Street Journal)
09:01AM	Gold Futures Rise on Weak U.S. Dollar, Economic Data (The Wall Street Journal)
Jan-13-25 07:30AM	Traxys and HNK Alpha Execute First Nickel Sulphate Futures Block Trade on Abaxx Commodity Futures Exchange and Clearinghouse (GlobeNewswire)
Dec-31-24 01:29PM	Gold Heads for Biggest Gain Since 2010 in Mixed Year for Metals (Bloomberg)
Dec-20-24 02:47PM	Cocoa Prices Tripled in 2024. Climate Change May Keep Them High (The Wall Street Journal)
09:54AM	California Milk Output Down 9% in November on Bird Flu Outbreak (Bloomberg)
Dec-11-24 02:33PM	Front-Month Gold Charges Back Over $2,700/Oz (The Wall Street Journal)
Dec-09-24 08:10AM	StoneX Announces Management Changes (GlobeNewswire)
Dec-06-24 01:53PM	Jane Street-Millennium Trade Secrets Fight Ends in Settlement (Bloomberg)
Dec-04-24 04:09PM	StoneX Financial Limited Enters Commercial Clearing Partnership with Plantureux and Associ s SAS (GlobeNewswire)
04:09PM	StoneX Financial Limited Enters Commercial Clearing Partnership with Plantureux & Associés SAS (GlobeNewswire)
04:09PM	StoneX Financial Limited Enters Commercial Clearing Partnership with Plantureux & Associes SAS (GlobeNewswire)
09:53AM	StoneX Group Inc. Approved to Operate Digital Asset Business in Ireland as a Virtual Asset Service Provider (GlobeNewswire)
Nov-27-24 04:40PM	Gold Rises on Lingering Trump Uncertainty (The Wall Street Journal)
07:33AM	StoneX Financial Achieves GCM Status with ECC (GlobeNewswire)
Nov-20-24 12:00PM	StoneX Group Inc (SNEX) Q4 2024 Earnings Call Highlights: Record Net Income and Strategic ... (GuruFocus.com) +6.24%
Nov-19-24 04:15PM	StoneX Group Inc. Reports Fiscal 2024 Fourth Quarter Financial Results (GlobeNewswire)
Nov-18-24 10:22PM	What To Expect From StoneX Group Inc (SNEX) Q4 2024 Earnings (GuruFocus.com)
Nov-13-24 04:05PM	StoneX Group Inc. to Announce 2024 Fiscal Fourth Quarter Earnings on November 19, 2024 (GlobeNewswire)

StoneX Group, Inc. engages in the provision of brokerage and financial services. It operates through the following segments: Commercial Hedging, Global Payments, Securities, Physical Commodities, and Clearing and Execution Services. The Commercial Hedging segment offers risk management consulting services. The Global Payments segment includes global payment solutions for banks, commercial businesses, charities, non-governmental, and government organizations. The Securities segment consists of corporate finance advisory services and capital market solutions for middle market clients. The Physical Commodities segment consists of physical precious metals trading and the physical agricultural and energy commodity businesses. The Clearing and Execution Services segment refers to exchange-traded futures and options, foreign exchange prime brokerage, correspondent clearing, independent wealth management, and derivative voice brokerage. The company was founded by Diego J. Veitia in October 1987 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Aug 19 '25	Sale	95.00	3,000	285,000	134,902	Aug 20 04:11 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Aug 20 '25	Sale	96.50	2,000	193,000	132,902	Aug 20 04:11 PM
OCONNOR SEAN MICHAEL	Officer	Aug 20 '25	Proposed Sale	96.50	2,000	193,000		Aug 20 12:58 PM
OCONNOR SEAN MICHAEL	Officer	Aug 19 '25	Proposed Sale	94.90	3,000	284,700		Aug 19 11:32 AM
FOWLER JOHN MOORE	Director	Aug 01 '25	Sale	96.00	1,125	108,000	115,749	Aug 05 09:12 AM
FOWLER JOHN MOORE	Director	Aug 01 '25	Proposed Sale	96.00	1,125	108,000		Aug 01 10:51 AM
Perkins Abigail H	Chief Information Officer	Jun 16 '25	Option Exercise	27.58	16,767	462,434	54,383	Jun 18 04:53 PM
Perkins Abigail H	Chief Information Officer	Jun 16 '25	Sale	86.22	10,470	902,733	43,913	Jun 18 04:53 PM
Perkins Abigail H	Chief Information Officer	Jun 12 '25	Option Exercise	27.58	17,206	474,541	47,174	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 13 '25	Option Exercise	27.58	16,652	459,262	47,728	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 12 '25	Sale	85.04	16,098	1,368,993	31,076	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 13 '25	Sale	84.25	10,112	851,942	37,616	Jun 16 05:55 PM
RADZIWILL JOHN	Chairman of the Board	Jun 12 '25	Buy	85.00	1,400	119,000	100,240	Jun 13 05:13 PM
Smith Philip Andrew	Chief Executive Officer	Jun 10 '25	Sale	83.68	7,500	627,600	327,754	Jun 11 06:03 PM
Smith Philip Andrew	Officer	Jun 10 '25	Proposed Sale	83.65	7,500	627,374		Jun 10 05:26 PM
Lyon Charles M	President	May 14 '25	Option Exercise	20.00	32,000	640,000	139,080	May 16 04:59 PM
Lyon Charles M	President	May 15 '25	Option Exercise	20.00	13,000	260,000	135,080	May 16 04:59 PM
Lyon Charles M	President	May 14 '25	Sale	87.92	17,000	1,494,708	122,080	May 16 04:59 PM
Lyon Charles M	President	May 15 '25	Sale	86.92	13,000	1,129,952	122,080	May 16 04:59 PM
FOWLER JOHN MOORE	Director	May 15 '25	Sale	87.75	1,125	98,719	116,735	May 15 04:42 PM
FOWLER JOHN MOORE	Director	May 15 '25	Proposed Sale	87.75	1,125	98,719		May 15 10:31 AM
Lyon Charles M	Officer	May 14 '25	Proposed Sale	87.92	30,000	2,637,600		May 14 04:54 PM
Smith Philip Andrew	Chief Executive Officer	May 05 '25	Sale	93.26	7,457	695,407	335,254	May 06 06:11 PM
Smith Philip Andrew	Officer	May 05 '25	Proposed Sale	93.22	7,457	695,164		May 05 04:21 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Apr 29 '25	Sale	89.63	34,083	3,054,846	1,023,084	May 01 06:24 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 01 '25	Sale	90.57	3,417	309,478	1,019,667	May 01 06:24 PM
OCONNOR SEAN MICHAEL	Officer	Apr 29 '25	Proposed Sale	89.63	37,500	3,361,125		Apr 29 04:22 PM
Smith Philip Andrew	Chief Executive Officer	Apr 17 '25	Option Exercise	20.00	40,553	811,060	383,264	Apr 21 06:26 PM
Smith Philip Andrew	Chief Executive Officer	Apr 17 '25	Sale	80.30	40,553	3,256,515	342,711	Apr 21 06:26 PM
Smith Philip Andrew	Chief Executive Officer	Apr 15 '25	Option Exercise	20.00	4,447	88,940	347,158	Apr 17 04:30 PM
Smith Philip Andrew	Chief Executive Officer	Apr 15 '25	Sale	80.07	4,447	356,080	342,711	Apr 17 04:30 PM
Smith Philip Andrew	Officer	Apr 15 '25	Proposed Sale	80.07	45,000	3,603,150		Apr 15 04:27 PM
Smith Philip Andrew	Chief Executive Officer	Apr 04 '25	Sale	69.56	9,000	626,039	342,711	Apr 08 04:38 PM
Smith Philip Andrew	Chief Executive Officer	Apr 01 '25	Option Exercise	20.00	45,000	900,000	396,711	Apr 03 04:39 PM
Smith Philip Andrew	Chief Executive Officer	Apr 01 '25	Sale	75.95	45,000	3,417,556	351,711	Apr 03 04:39 PM
Smith Philip Andrew	Officer	Apr 01 '25	Proposed Sale	75.94	54,000	4,100,760		Apr 01 04:55 PM
FOWLER JOHN MOORE	Director	Feb 26 '25	Sale	120.02	4,042	485,121	77,456	Feb 28 04:16 PM
Stevens Glenn Henry	Former officer	Feb 27 '25	Proposed Sale	121.80	30,000	3,654,000		Feb 27 04:57 PM
FOWLER JOHN MOORE	Director	Feb 26 '25	Proposed Sale	120.02	4,042	485,121		Feb 26 11:25 AM
Stevens Glenn Henry	Former Officer	Feb 21 '25	Proposed Sale	125.10	45,000	5,629,500		Feb 21 04:43 PM
Stevens Glenn Henry	Retired Officer	Feb 18 '25	Sale	117.82	15,000	1,767,296	77,964	Feb 20 04:42 PM
Perkins Abigail H	Chief Information Officer	Dec 17 '24	Sale	95.90	4,200	402,763	19,979	Dec 17 05:01 PM
Perkins Abigail H	Chief Information Officer	Dec 17 '24	Sale	96.96	150	14,544	225	Dec 17 05:01 PM
Rotsztain Diego	Chief Governance/Legal Officer	Dec 16 '24	Sale	97.75	4,426	432,625	14,442	Dec 17 04:53 PM
Rotsztain Diego	Officer	Dec 16 '24	Proposed Sale	97.71	4,426	432,478		Dec 16 04:38 PM
Maurer Mark Lowry	Chief Risk Officer	Dec 12 '24	Sale	101.60	5,000	508,011	48,432	Dec 16 04:16 PM
Maurer Mark Lowry	Officer	Dec 12 '24	Proposed Sale	101.57	5,000	507,846		Dec 12 04:20 PM
OCONNOR SEAN MICHAEL	CEO/President	Nov 25 '24	Sale	103.75	20,000	2,075,000	1,130,651	Nov 26 05:13 PM
OCONNOR SEAN MICHAEL	CEO/President	Nov 22 '24	Sale	100.14	20,000	2,002,800	1,150,651	Nov 26 05:13 PM
Rotsztain Diego	Chief Governance/Legal Officer	Nov 22 '24	Sale	101.10	4,608	465,869	18,470	Nov 26 05:07 PM
Rotsztain Diego	Chief Governance/Legal Officer	Nov 25 '24	Sale	102.50	2,250	230,625	16,220	Nov 26 05:07 PM
Diego Rotsztain	Chief Governance and Legal Off	Nov 25 '24	Proposed Sale	104.64	2,250	235,440		Nov 25 04:41 PM
FOWLER JOHN MOORE	Director	Nov 22 '24	Sale	100.14	1,800	180,252	81,375	Nov 25 04:13 PM
Diego Rotsztain	Officer	Nov 22 '24	Proposed Sale	101.22	4,608	466,422		Nov 22 03:19 PM
FOWLER JOHN MOORE	Director	Nov 22 '24	Proposed Sale	100.09	1,800	180,167		Nov 22 10:34 AM
Smith Philip Andrew	Subsidiary CEO	Nov 07 '24	Sale	97.58	3,500	341,523	218,398	Nov 12 09:14 AM
OCONNOR SEAN MICHAEL	CEO/President	Nov 06 '24	Sale	98.42	37,500	3,690,656	506,994	Nov 08 08:24 AM
OCONNOR SEAN MICHAEL	Officer	Nov 06 '24	Proposed Sale	98.50	37,500	3,693,750		Nov 06 04:59 PM

Open in Screener

TW

Tradeweb Markets Inc

Oct 06 • 04:00PM ET

103.59

-6.39 -5.81 %

Financial • Capital Markets • USA • NASD

TW Tradeweb Markets Inc daily Stock Chart

Peers: MKTX ICE CME NDAQ CBOE MS GS SCHW JPM MSCI

| Held by: VTI VO VUG VXF VOT IWR USMV QUAL SCHM IWD

Index	-	P/E	39.93	EPS (ttm)	2.59	Insider Own	45.72%	Shs Outstand	116.45M	Perf Week	-6.99%
Market Cap	24.49B	Forward P/E	26.94	EPS next Y	3.85	Insider Trans	-0.00%	Shs Float	115.83M	Perf Month	-13.02%
Enterprise Value	23.52B	PEG	2.98	EPS next Q	0.85	Inst Own	57.73%	Short Float	1.93%	Perf Quarter	-23.12%
Income	557.81M	P/S	12.66	EPS this Y	17.40%	Inst Trans	1.17%	Short Ratio	1.54	Perf Half Y	-20.68%
Sales	1.93B	P/B	3.63	EPS next Y	12.18%	ROA	7.27%	Short Interest	2.23M	Perf YTD	-20.88%
Book/sh	28.58	P/C	15.02	EPS next 5Y	13.39%	ROE	9.51%	52W High	152.65 -32.14%	Perf Year	-18.30%
Cash/sh	6.90	P/FCF	24.33	EPS past 3/5Y	28.67% 34.23%	ROIC	9.10%	52W Low	105.83 -2.12%	Perf 3Y	79.59%
Dividend Est.	0.48 (0.46%)	EV/EBITDA	21.98	Sales past 3/5Y	17.04% 17.35%	Gross Margin	87.26%	Volatility	3.87% 2.36%	Perf 5Y	78.51%
Dividend TTM	0.46 (0.44%)	EV/Sales	12.16	EPS Y/Y TTM	28.39%	Oper. Margin	42.58%	ATR (14)	3.07	Perf 10Y	-
Dividend Ex-Date	Sep 02, 2025	Quick Ratio	2.77	Sales Y/Y TTM	27.97%	Profit Margin	28.83%	RSI (14)	22.09	Recom	1.94
Dividend Gr. 3/5Y	7.72% 10.76%	Current Ratio	2.77	EPS Q/Q	28.91%	SMA20	-8.27%	Beta	0.85	Target Price	150.47
Payout	17.16%	Debt/Eq	0.01	Sales Q/Q	26.67%	SMA50	-16.34%	Rel Volume	1.82	Prev Close	109.98
Employees	1412	LT Debt/Eq	0.01	Earnings	Oct 30 BMO	SMA200	-22.14%	Avg Volume	1.45M	Price	103.59
IPO	Apr 04, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.22% -0.27%	Trades		Volume	2,649,405	Change	-5.81%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-18-25	Downgrade	Rothschild & Co Redburn	Buy → Neutral	$129
Jul-31-25	Downgrade	Goldman	Buy → Neutral
Apr-08-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$148
Dec-20-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$143 → $150
Sep-26-24	Initiated	TD Cowen	Buy	$139
Apr-09-24	Initiated	William Blair	Outperform
Jun-28-23	Initiated	Barclays	Overweight	$89
Dec-07-22	Upgrade	Raymond James	Mkt Perform → Outperform	$74
Oct-12-22	Initiated	Citigroup	Buy	$67
Aug-17-22	Initiated	Rosenblatt	Buy	$91
Feb-15-22	Initiated	Credit Suisse	Outperform	$104
Dec-16-21	Resumed	BofA Securities	Buy	$117
Jun-25-21	Resumed	Credit Suisse	Outperform	$86
Mar-31-21	Initiated	Redburn	Buy
Feb-22-21	Upgrade	Goldman	Neutral → Buy	$71 → $85
Jan-13-21	Upgrade	Compass Point	Neutral → Buy	$72
Sep-14-20	Upgrade	Rosenblatt	Neutral → Buy	$60
Sep-11-20	Initiated	Loop Capital	Hold
Jun-22-20	Downgrade	Goldman	Buy → Neutral	$67 → $66
Dec-16-19	Upgrade	Credit Suisse	Neutral → Outperform	$51 → $54

Show Previous Ratings

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06:07AM	French Government-Bond Yields Rise Above Italian Peers After PM Resigns (The Wall Street Journal)
04:19AM	Loading…
04:19AM	U.S. Treasury Yields Rise, Led by Long-Dated Yields (Barrons.com)
Oct-03-25 04:47AM	Rothschild Redburn Downgrades Tradeweb Markets Inc. (TW) but Confident of Long-Term Growth (Insider Monkey)
03:18AM	Treasury Yields Edge Higher Amid Mixed Jobs Signals (The Wall Street Journal)
Oct-02-25 09:01AM	Treasury Yields Rise as Labor Data Is Delayed by Shutdown (The Wall Street Journal)
06:04AM	U.S. Treasury Yields Edge Lower, Market Unfazed by Government Shutdown (The Wall Street Journal)
05:09AM	U.K. Political Risks Could Trigger Gilt Selling (The Wall Street Journal)
03:00AM	Eurozone Bond Yields Little Changed Ahead of Spanish, French Auctions (The Wall Street Journal)
Oct-01-25 04:00PM	Why Tradeweb Markets (TW) Stock Is Falling Today (StockStory)
05:12AM	Government Shutdown Leaves U.S. Treasury Operations Intact (The Wall Street Journal)
03:08AM	U.S. Treasury Yields Rise as Government Shutdown Begins (The Wall Street Journal)
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Sep-30-25 06:09AM	U.S. Treasurys Trade Mixed Amid Shutdown Uncertainty (The Wall Street Journal)
04:45AM	Treasurys Shouldnt Be Hit Hard by Possible U.S. Govt Shutdown (The Wall Street Journal)
Sep-29-25 12:24PM	Basic Materials Roundup: Market Talk (The Wall Street Journal)
06:34AM	U.S. Treasury Yields Fall As Risk of Government Shutdown Rises (The Wall Street Journal)
03:06AM	Value Seen in Underweight Treasurys Vs. Bunds (The Wall Street Journal)
Sep-26-25 05:59PM	The WSJ Dollar Index Rises 0.60% This Week to 95.55 (The Wall Street Journal)
08:57AM	Treasury Yields Fall as Key Inflation Gauge Meets Forecast (The Wall Street Journal)
07:02AM	Surprise in PCE Data Could Prompt Volatility for U.S. Treasurys (The Wall Street Journal)
06:20AM	U.S. PCE Data Could Potentially Send Dollar Lower (The Wall Street Journal)
04:59AM	Euro Rises, Eurozone Bond Yields Edge Lower (The Wall Street Journal)
02:42AM	Long-End U.S. Treasury Yields Edge Up Amid Solid Data (The Wall Street Journal)
Sep-25-25 05:40AM	Eurozone Bond Markets Shrug Off Geopolitics, French Turmoil (The Wall Street Journal)
03:35AM	Long-Dated U.S. Treasury Yields Edge Lower. Data, Auction, Fed Speakers Awaited. (Barrons.com)
Sep-24-25 07:12AM	U.S. Treasury Yields Fall After Tuesdays Fed Speeches (The Wall Street Journal)
05:22AM	Weak Growth Outlook Could Favor Longer Duration in Bond Portfolios (The Wall Street Journal)
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03:40AM	U.S. Treasury Yields Fall, Extend Post-Powell Moves (Barrons.com)
Sep-23-25 06:30AM	Fnality Raises $136M to Expand Blockchain Payment Systems for Banks (CoinDesk)
06:07AM	U.S. 10-Year Treasury Yield Seen Stable Near Term, Could Rise Longer Term (The Wall Street Journal)
04:07AM	German 10-Year Bund Yield Turns Higher After Above-Forecast PMI Data (The Wall Street Journal)
02:29AM	U.S. Treasury Yields Little Changed Ahead of Data, Fed Speeches (The Wall Street Journal)
Sep-22-25 11:40AM	TIGR or TW: Which Is the Better Value Stock Right Now? (Zacks)
06:58AM	U.S. Treasury Yields Edge Lower; Data, Fed Speakers Awaited for Fresh Impulse (The Wall Street Journal)
05:25AM	Opposing Forces Seen Arguing for Neutral View on U.S. Treasuries (Barrons.com)
Sep-19-25 03:34AM	Gilt Yields Rise After Worse-Than-Expected Public Sector Borrowing Data (The Wall Street Journal)
Sep-18-25 02:11PM	Pine Labs, Wynn Resorts price target, Tradeweb downgrade (Yahoo Finance Video)
09:38AM	Target initiated, Nike upgraded: Wall Street's top analyst calls (The Fly)
09:38AM	U.K. 30-Year Gilt Yields Rise After BOE Announcement on Quantitative Tightening (The Wall Street Journal)
07:37AM	Gilt Yields Fall After BOE Keeps Interest Rates on Hold at 4.0% (The Wall Street Journal)
03:28AM	Gilt Yields Little Changed Ahead of BOE Rate Decision (The Wall Street Journal)
Sep-17-25 08:58AM	Treasury Yields, Dollar Little Changed on Housing Data Ahead of Fed (The Wall Street Journal)
06:07AM	U.S. Treasury Yield Falls; 10-Year Yield Nears 4% (The Wall Street Journal)
03:39AM	U.S. Treasury Yields Are Stable Ahead of Fed Rate Decision (Barrons.com)
03:14AM	Eurozone Bonds Yields Edge Lower Ahead of Supply, Fed Meeting (The Wall Street Journal)
Sep-16-25 11:42AM	Morgan Stanley Maintains a Hold on Tradeweb Markets (TW), Keeps the PT (Insider Monkey)
06:22AM	U.S. Treasury Yields Trade Stable Ahead of Retail Sales Data, Fed Decision (The Wall Street Journal)
05:52AM	German 10-Year Bund Yield Edges Higher on ZEW Beat (The Wall Street Journal)
04:09AM	U.S. Treasuries Inch Up With Market Focus on Fed Rate Decision (Barrons.com)
Sep-15-25 08:25AM	Bond Markets Arent Too Fazed by Frances Rating Downgrade (The Wall Street Journal)
06:33AM	U.S. Treasurys Are Calm Ahead of Feds Wednesdays Rate Move (The Wall Street Journal)
Sep-12-25 04:20AM	U.S. 10-Year Treasury Yield Still at Higher End of Historic Range (Barrons.com)
03:24AM	U.S. Treasury Yields Move Higher, Fed Rate Cut Looms Next Week (Barrons.com)
Sep-11-25 03:54PM	Ten-Year Treasury Yield Dips Below 4% (The Wall Street Journal)
05:30AM	U.S. Treasury Yields Rise; Market Awaits CPI Data, Auction (The Wall Street Journal)
04:16AM	U.S. 10-Year Treasury Yield Expected to Move Toward 4% (Barrons.com)
03:52AM	Gilt Yields Steady Ahead of ECB Rate Decision, U.S. CPI Data (The Wall Street Journal)
01:51AM	U.S. Treasury Yields Edge Up, Eyes on CPI Data (The Wall Street Journal)
Sep-10-25 06:59AM	U.S. Treasury Yields Edge Higher Before Inflation Data; Moves Are Contained (The Wall Street Journal)
05:17AM	U.S. Treasury Yields Drift Higher Ahead of PPI Data (Barrons.com)
04:06AM	Gilt Yields Fall, Tracking Eurozone Peers (The Wall Street Journal)
02:48AM	French Bonds Show No Reaction to Appointment of New Prime Minister (The Wall Street Journal)
Sep-09-25 10:26AM	Sharp Jobs Data Revision Briefly Rattles Treasury Yields (The Wall Street Journal)
09:00AM	BNP Paribas and HSBC Join Privacy-Focused Blockchain Canton (CoinDesk)
05:32AM	U.S. Treasury Yields Edge Higher; Inflation Data Could Prompt Renewed Falls (The Wall Street Journal)
04:21AM	U.S. Treasury Yields Edge Higher (Barrons.com)
02:19AM	U.S. Treasury Yields Trade Little Higher (The Wall Street Journal)
Sep-08-25 06:00AM	Fall by 10-Year U.S. Treasury Yield Below 4% Would Be Excessive (The Wall Street Journal)
03:23AM	Gilt Yields Little Changed as Data Release Schedule Is Light (The Wall Street Journal)
02:21AM	U.S. Treasury Yields Stabilize After Payrolls-Prompted Slide (The Wall Street Journal)
Sep-05-25 12:46PM	Why Tradeweb Markets (TW) Stock Is Down Today (StockStory)
07:30AM	Tradeweb Reports August 2025 Total Trading Volume of $54.1 Trillion and Average Daily Volume of $2.5 Trillion (Business Wire)
06:18AM	U.S. Treasury Yields Fall Ahead of Payrolls Data (The Wall Street Journal)
02:44AM	Eurozone Bond Yields Fall, Tracking Treasurys Ahead of U.S. Jobs Data (The Wall Street Journal)
Sep-04-25 11:27AM	IBKR's Customer Accounts Grow in August 2025: What's Behind it? (Zacks)
06:28AM	Ten-Year Gilt Yields Could Fall to 4.25% By Year-End, Says Capital Economics (The Wall Street Journal)
03:49AM	Gilt Yields Decline as Market Calms (The Wall Street Journal)
02:26AM	Eurozone Government Bond Yields Decline; Spanish, French Issuance Looms (The Wall Street Journal)
Sep-03-25 11:40AM	TIGR vs. TW: Which Stock Is the Better Value Option? (Zacks)
Sep-02-25 07:38AM	U.S. Treasury Yields Rise Along With European, U.K. Peers (The Wall Street Journal)
04:37AM	Long End of U.S. Treasury Curve Drives Rise in Yields (Barrons.com)
04:04AM	Sterling Falls as Fiscal Concerns Weigh (The Wall Street Journal)
03:20AM	German Bund Yields Extend Rise; 30-Year Yield at Highest Since 2011 (The Wall Street Journal)
Sep-01-25 03:25AM	Frances Lack of Support to Fiscal Consolidation Is Challenge for Bond Investors (The Wall Street Journal)
Aug-29-25 05:21AM	U.S. Treasury Yields Expected to Move Lower in Coming Quarters (Barrons.com)
03:41AM	Gilt Yields Little Changed; U.K. Data Release Schedule is Light (The Wall Street Journal)
Aug-28-25 08:19AM	Tradeweb Markets (TW) Shares Pulled Back Despite Solid Fundamentals (Insider Monkey)
04:51AM	Long-Dated Gilt Yields Rise Due to Long-Term Inflation Concerns in U.S. (The Wall Street Journal)
04:41AM	French Government Bonds Take a Breather but Political Risks Remain (The Wall Street Journal)
03:32AM	U.S. Treasury Yields Edge Lower as Market Awaits Key Data (Barrons.com)
Aug-27-25 10:47AM	Euro Falls as Dollar Recovers, French Political Worries Weigh (The Wall Street Journal)
06:21AM	U.S. Treasury Yields Trade Marginally Higher, Await Fresh Impulse (The Wall Street Journal)
03:17AM	U.S. Treasury Yields Edge Up Ahead of Data (Barrons.com)
02:11AM	U.S. Treasury Yields Edge Up Ahead of Data Later This Week (The Wall Street Journal)
Aug-26-25 05:25PM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
06:20AM	Long-Dated U.S. Treasury Yields Rise as Trump Aims to Remove Fed Governor Cook (The Wall Street Journal)
04:59AM	Budget Uncertainty Could Increase French OAT Volatility (The Wall Street Journal)

Tradeweb Markets, Inc. engages in the operation of electronic marketplaces for the trading of products across the rates, credit, money markets, and equities asset classes. It also provides related pre-trade pricing and post-trade processing services. Its network comprises clients across the institutional, wholesale, and retail client sectors, including global asset managers, hedge funds, insurance companies, central banks, banks and dealers, proprietary trading firms and retail brokerage and financial advisory firms, as well as regional dealers. The company was founded by Lee Olesky in 1996 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BERNS STEVEN	Director	May 14 '25	Sale	141.30	450	63,585	2,393	May 16 04:06 PM
STEVEN BERNS	Director	May 14 '25	Proposed Sale	141.41	450	63,634		May 14 04:29 PM
Furber Sara	Chief Financial Officer	Apr 07 '25	Sale	127.60	1,786	227,894	57,401	Apr 09 04:04 PM
SARA FURBER	Officer	Apr 07 '25	Proposed Sale	130.60	1,786	233,252		Apr 07 04:27 PM
Peterson Justin	Chief Technology Officer	Mar 19 '25	Sale	141.50	4,635	655,859	41,289	Mar 21 04:05 PM
Furber Sara	Chief Financial Officer	Mar 20 '25	Sale	142.83	7,139	1,019,643	61,020	Mar 21 04:05 PM
Bruni Enrico	MD, Co-Head of Global Markets	Mar 19 '25	Sale	141.51	4,669	660,729	87,553	Mar 21 04:05 PM
Bruni Enrico	MD, Co-Head of Global Markets	Mar 20 '25	Sale	142.74	1,624	231,802	85,929	Mar 21 04:05 PM
Zucker Scott	Chief Risk Officer	Mar 19 '25	Sale	141.48	2,314	327,383	21,033	Mar 21 04:04 PM
Friedman Douglas	General Counsel and Secretary	Mar 19 '25	Sale	141.59	3,061	433,414	26,810	Mar 21 04:04 PM
SARA FURBER	Officer	Mar 20 '25	Proposed Sale	142.27	7,139	1,015,666		Mar 20 04:19 PM
ENRICO BRUNI	Officer	Mar 19 '25	Proposed Sale	140.43	6,293	883,726		Mar 19 04:34 PM
DOUGLAS FRIEDMAN	Officer	Mar 19 '25	Proposed Sale	140.43	3,061	429,856		Mar 19 04:25 PM
SCOTT ZUCKER	Officer	Mar 19 '25	Proposed Sale	140.43	2,314	324,955		Mar 19 04:25 PM
JUSTIN PETERSON	Officer	Mar 19 '25	Proposed Sale	140.43	4,635	650,893		Mar 19 04:21 PM
Zucker Scott	Chief Risk Officer	Jan 06 '25	Sale	132.38	3,654	483,699	23,048	Jan 08 04:08 PM
Furber Sara	Chief Financial Officer	Jan 06 '25	Sale	132.39	9,826	1,300,819	65,683	Jan 08 04:08 PM
Hult William	Chief Executive Officer	Jan 06 '25	Sale	132.38	15,163	2,007,328	158,016	Jan 08 04:08 PM
Friedman Douglas	General Counsel and Secretary	Jan 06 '25	Sale	132.36	4,274	565,719	29,425	Jan 08 04:08 PM
Peterson Justin	Chief Technology Officer	Jan 06 '25	Sale	132.38	6,669	882,810	44,890	Jan 08 04:08 PM
WILLIAM HULT	Director	Jan 06 '25	Proposed Sale	134.43	15,163	2,038,362		Jan 06 04:28 PM
SCOTT ZUCKER	Officer	Jan 06 '25	Proposed Sale	134.43	3,654	491,207		Jan 06 04:27 PM
JUSTIN PETERSON	Officer	Jan 06 '25	Proposed Sale	134.43	6,669	896,514		Jan 06 04:27 PM
SARA FURBER	Officer	Jan 06 '25	Proposed Sale	134.43	9,826	1,320,909		Jan 06 04:27 PM
DOUGLAS L FRIEDMAN	Officer	Jan 06 '25	Proposed Sale	134.43	4,274	574,554		Jan 06 04:22 PM
Hult William	Chief Executive Officer	Nov 06 '24	Sale	127.60	38,377	4,897,043	190,599	Nov 08 04:07 PM
BERNS STEVEN	Director	Nov 06 '24	Sale	133.00	731	97,223	2,843	Nov 08 04:06 PM
STEVEN BERNS	Director	Nov 06 '24	Proposed Sale	129.03	731	94,321		Nov 06 04:59 PM
WILLIAM HULT	Director	Nov 06 '24	Proposed Sale	129.03	38,377	4,951,784		Nov 06 04:56 PM

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