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FRGE

Forge Global Holdings Inc

Jan 17 • 04:00PM ET

0.7750

Dollar change -0.0224
Percentage change -2.81	%

Financial • Capital Markets • USA • NYSE

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

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

Index	RUT	P/E	-	EPS (ttm)	-0.43	Insider Own	36.61%	Shs Outstand	184.32M	Perf Week	5.37%
Market Cap	143.39M	Forward P/E	-	EPS next Y	-0.22	Insider Trans	-1.95%	Shs Float	117.27M	Perf Month	-24.76%
Income	-76.49M	PEG	-	EPS next Q	-0.09	Inst Own	25.74%	Short Float	2.40%	Perf Quarter	-42.16%
Sales	79.80M	P/S	1.80	EPS this Y	29.00%	Inst Trans	1.94%	Short Ratio	4.34	Perf Half Y	-48.33%
Book/sh	1.27	P/B	0.61	EPS next Y	40.38%	ROA	-25.75%	Short Interest	2.81M	Perf Year	-65.71%
Cash/sh	0.63	P/C	1.23	EPS next 5Y	-	ROE	-29.71%	52W Range	0.70 - 3.56	Perf YTD	-16.75%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-31.03%	52W High	-78.23%	Beta	2.33
Dividend TTM	-	Quick Ratio	5.37	Sales past 5Y	-15.06%	Gross Margin	-57.64%	52W Low	10.71%	ATR (14)	0.08
Dividend Ex-Date	-	Current Ratio	5.37	EPS Y/Y TTM	18.98%	Oper. Margin	-109.94%	RSI (14)	38.51	Volatility	11.19% 9.64%
Employees	345	Debt/Eq	0.07	Sales Y/Y TTM	18.08%	Profit Margin	-95.85%	Recom	2.33	Target Price	3.67
Option/Short	Yes / Yes	LT Debt/Eq	0.05	EPS Q/Q	5.59%	Payout	-	Rel Volume	0.72	Prev Close	0.80
Sales Surprise	-13.83%	EPS Surprise	-15.07%	Sales Q/Q	3.52%	Earnings	Nov 06 AMC	Avg Volume	647.87K	Price	0.77
SMA20	-9.83%	SMA50	-19.62%	SMA200	-43.91%	Trades		Volume	469,694	Change	-2.81%

Date	Action	Analyst	Rating Change	Price Target Change
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

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)
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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)
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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%
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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)
04:10PM	Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2023 Results (Business Wire)
Jul-31-23 01:29PM	What's in the Cards for Main Street (MAIN) in Q2 Earnings? (Zacks)
Jul-26-23 04:10PM	Forge Global to Attend the Upcoming Oppenheimer 26th Annual Technology, Internet & Communications Virtual Conference on Wednesday, August 9th, 2023 (Business Wire) +8.06% -5.76%
Jul-25-23 04:10PM	Forge Global Holdings, Inc. to Report Second Quarter 2023 Financial Results on August 8, 2023 (Business Wire)
Jul-24-23 06:54AM	The past year for Forge Global Holdings (NYSE:FRGE) investors has not been profitable (Simply Wall St.)
Jun-26-23 10:56AM	Rithm Capital (RITM) Reveals Q2 Dividends: What We Think (Zacks) -7.52%
08:30AM	Forge Global Added to U.S. Small-Cap Russell 2000® Index (Business Wire)
Jun-23-23 12:44PM	Virtu Financial (VIRT) Launches Alert+ to Enhance Liquidity (Zacks) +6.60%
Jun-20-23 10:22AM	Why Buying Virtu Financial (VIRT) is a Prudent Move Now (Zacks) +13.66%
Jun-19-23 08:00AM	SpaceX Investor Says It Has Already Made Money (Barrons.com)
Jun-02-23 09:00AM	Forge Global to Attend the Upcoming Piper Sandler Global Exchange & FinTech Conference (Business Wire) +12.10%
Jun-01-23 02:45PM	Forge Global CFO to Present at the Upcoming 43rd Annual William Blair Growth Stock Conference (Business Wire) +9.03%
May-16-23 04:10PM	Forge Global to Attend the Upcoming JMP Securities Technology Conference (Business Wire)
May-09-23 07:45PM	Forge Global Holdings, Inc. (FRGE) Reports Q1 Loss, Lags Revenue Estimates (Zacks) +6.67%
04:10PM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2023 Results (Business Wire)
May-04-23 08:00AM	Forge Announces First Private Market Index Based on Active Trading and Liquidity Data (Business Wire) -8.45%
Apr-25-23 04:10PM	Forge Global Holdings, Inc. to Report First Quarter Fiscal 2023 Financial Results on May 9, 2023 (Business Wire) -6.16%
Apr-14-23 06:22AM	Institutional investors own a significant stake of 36% in Forge Global Holdings, Inc. (NYSE:FRGE) (Simply Wall St.)
Apr-12-23 07:45AM	XP Inc. (XP) Moves 12.4% Higher: Will This Strength Last? (Zacks)
Apr-10-23 04:30PM	Forge Global Appoints Chief Technology Officer of Toast Debra Chrapaty to its Board of Directors (Business Wire) +6.92%
Mar-03-23 05:21AM	Forge Global Holdings, Inc. (NYSE:FRGE) Just Reported And Analysts Have Been Cutting Their Estimates (Simply Wall St.)
Mar-02-23 04:10PM	Forge Global CFO to Participate In the Upcoming JMP Securities Technology Conference (Business Wire) -5.03%
05:14AM	Forge Global Holdings Full Year 2022 Earnings: US$0.78 loss per share (vs US$1.06 loss in FY 2021) (Simply Wall St.)
Feb-28-23 04:10PM	Forge Global Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2022 Results (Business Wire)
Feb-13-23 12:01PM	The one-year earnings decline has likely contributed toForge Global Holdings' (NYSE:FRGE) shareholders losses of 82% over that period (Simply Wall St.)
Feb-07-23 04:10PM	Forge Global Holdings, Inc. to Report Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Dec-27-22 04:15PM	Forge Announces Strategic Evolution to Deliver Customer-Centric Solutions, Drive Efficiencies Across the Business (Business Wire)
Nov-28-22 04:10PM	Forge Global to Attend Upcoming 6th Annual Wells Fargo TMT Summit (Business Wire) -6.71%
Nov-09-22 04:10PM	Forge Global Holdings, Inc. Reports Third Quarter 2022 Results (Business Wire) +5.41%
Oct-26-22 06:00PM	Forge Global Holdings, Inc. to Report Third Quarter 2022 Financial Results on November 9, 2022 (Business Wire) -5.26%
Oct-22-22 10:30AM	Forge Global Holdings, Inc. (NYSE:FRGE) most popular amongst individual investors who own 46% of the shares, institutions hold 26% (Simply Wall St.)
Sep-27-22 09:06AM	8 Best Stocks to Buy According to Billionaire Marc Lasry (Insider Monkey) -5.29%
Sep-09-22 05:14PM	Forge Global creates private securities marketplace in Europe (American City Business Journals) +16.18% -7.76%
Sep-08-22 05:00AM	Forge To Expand Global Private Market Platform Into Europe With Strategic Partner Deutsche Börse (Business Wire)
Aug-11-22 04:10PM	Forge Global Holdings, Inc. Reports Second Quarter 2022 Results (Business Wire) -8.20%
Jul-28-22 04:15PM	Forge Global Holdings, Inc. to Report Second Quarter 2022 Financial Results on August 11, 2022 (Business Wire)
Jul-15-22 08:00AM	Forge Global Hires Johnathan Short as Chief Legal Officer, Promotes Jose Cobos to President (Business Wire) +7.07%
Jul-11-22 09:00PM	Forge Announces Completion of Redemption of Public Warrants (Business Wire) -9.06%
Jul-01-22 10:39AM	Bay Area's stream of new public companies has slowed to a weak trickle (American City Business Journals)
Jun-09-22 08:00AM	Forge Announces Redemption of Public Warrants (Business Wire) -25.23%
Jun-02-22 04:29PM	Forge Global Appoints President of Figure Technologies, Inc. Asiff Hirji to its Board of Directors (Business Wire) -8.79%
Jun-01-22 04:10PM	Forge Global to Attend Upcoming William Blair Growth Stock Conference and Piper Sandlers Global Exchange & FinTech Conference (Business Wire)
May-20-22 05:58PM	How will public markets impact private valuations and exits? Investors weigh in. (American City Business Journals) -15.14% +18.86%
May-18-22 04:10PM	Forge Global to Attend Upcoming J.P. Morgan 50th Annual Global Technology, Media and Communications Conference (Business Wire)
May-16-22 04:10PM	Forge Global Holdings, Inc. Reports First Quarter 2022 Results (Business Wire) -37.74% +25.10%
May-15-22 09:56AM	What Type Of Shareholders Own The Most Number of Forge Global Holdings, Inc. (NYSE:FRGE) Shares? (Simply Wall St.)
May-03-22 04:10PM	Forge Global Holdings, Inc. to Report First Quarter 2022 Financial Results on May 16, 2022 (Business Wire) +22.42%
May-02-22 06:27PM	SoundHound stock suddenly jumped 68% on Monday (American City Business Journals) +44.34%
Apr-18-22 09:30AM	Here are the Bay Area's biggest startup exits of the first quarter (American City Business Journals) -6.34%

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	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
Sievers Drew	Chief Operating Officer	Sep 17 '24	Sale	1.36	18,958	25,851	781,362	Sep 18 05:25 PM
Sievers Drew	Chief Operating Officer	Sep 16 '24	Sale	1.36	11,042	14,992	800,320	Sep 18 05:25 PM
Rodriques Kelly	Chief Executive Officer	Sep 17 '24	Sale	1.36	31,595	43,083	8,569,400	Sep 18 05:13 PM
Rodriques Kelly	Chief Executive Officer	Sep 16 '24	Sale	1.36	18,405	24,988	8,600,995	Sep 18 05:13 PM
Sievers Drew	Officer	Sep 16 '24	Proposed Sale	1.42	30,000	42,600		Sep 16 05:52 PM
Rodriques Kelly	Chief Executive Officer	Sep 12 '24	Sale	1.32	85,000	112,056	8,619,400	Sep 12 06:49 PM
Rodriques Kelly	Chief Executive Officer	Sep 11 '24	Sale	1.28	40,000	51,164	8,704,400	Sep 12 06:49 PM
Rodriques Kelly	Chief Executive Officer	Sep 05 '24	Sale	1.29	60,000	77,586	8,827,772	Sep 09 05:59 PM
Rodriques Kelly	Chief Executive Officer	Sep 06 '24	Sale	1.27	40,000	50,696	8,787,772	Sep 09 05:59 PM
Rodriques Kelly	Officer	Sep 05 '24	Proposed Sale	1.34	275,000	368,500		Sep 05 04:57 PM
Sievers Drew	Chief Operating Officer	Aug 15 '24	Sale	1.30	24,051	31,334	832,444	Aug 19 07:27 PM
Sievers Drew	Chief Operating Officer	Aug 16 '24	Sale	1.32	5,949	7,827	826,495	Aug 19 07:27 PM
Rodriques Kelly	Chief Executive Officer	Aug 15 '24	Sale	1.30	40,084	52,221	8,897,688	Aug 19 07:26 PM
Rodriques Kelly	Chief Executive Officer	Aug 16 '24	Sale	1.32	9,916	13,045	8,887,772	Aug 19 07:26 PM
Sievers Drew	Officer	Aug 15 '24	Proposed Sale	1.25	30,000	37,500		Aug 15 04:44 PM
Rodriques Kelly	Chief Executive Officer	Aug 12 '24	Sale	1.23	108,646	133,798	9,055,936	Aug 13 08:21 PM
Rodriques Kelly	Chief Executive Officer	Aug 13 '24	Sale	1.27	74,792	94,761	8,937,772	Aug 13 08:21 PM
Rodriques Kelly	Chief Executive Officer	Aug 09 '24	Sale	1.31	24,562	32,098	9,164,582	Aug 13 08:21 PM
Short Johnathan H	Director	Aug 13 '24	Proposed Sale	1.31	75,000	98,250		Aug 13 03:22 PM
Short Johnathan H	Director	Aug 12 '24	Proposed Sale	1.23	50,000	61,250		Aug 12 03:12 PM
Rodriques Kelly	Officer	Aug 09 '24	Proposed Sale	1.36	258,000	350,880		Aug 09 04:30 PM
Rodriques Kelly	Chief Executive Officer	Jul 23 '24	Sale	1.46	66,162	96,345	9,189,144	Jul 24 07:15 PM
Rodriques Kelly	Chief Executive Officer	Jul 22 '24	Sale	1.46	65,109	94,792	9,255,306	Jul 24 07:15 PM
Rodriques Kelly	Chief Executive Officer	Jul 11 '24	Sale	1.44	193,727	279,025	9,635,415	Jul 15 07:14 PM
Rodriques Kelly	Chief Executive Officer	Jul 12 '24	Sale	1.41	165,000	233,112	9,470,415	Jul 15 07:14 PM
Rodriques Kelly	Chief Executive Officer	Jul 15 '24	Sale	1.42	150,000	213,240	9,320,415	Jul 15 07:14 PM
Rodriques Kelly	Chief Executive Officer	Jul 10 '24	Sale	1.39	85,000	118,244	10,009,551	Jul 10 06:06 PM
Rodriques Kelly	Chief Executive Officer	Jul 08 '24	Sale	1.42	65,000	92,580	10,115,551	Jul 10 06:06 PM
Rodriques Kelly	Chief Executive Officer	Jul 09 '24	Sale	1.40	21,000	29,356	10,094,551	Jul 10 06:06 PM
Rodriques Kelly	Chief Executive Officer	Jun 03 '24	Sale	1.53	25,000	38,300	10,259,336	Jun 05 06:19 PM
Rodriques Kelly	Chief Executive Officer	Jun 04 '24	Sale	1.50	25,000	37,430	10,234,336	Jun 05 06:19 PM
Rodriques Kelly	Chief Executive Officer	May 22 '24	Sale	1.81	33,762	61,116	10,310,574	May 23 07:57 PM
Rodriques Kelly	Chief Executive Officer	May 23 '24	Sale	1.73	26,238	45,352	10,284,336	May 23 07:57 PM
Rodriques Kelly	Chief Executive Officer	May 01 '24	Sale	1.88	35,746	67,328	10,401,962	May 02 08:59 PM
Rodriques Kelly	Chief Executive Officer	May 02 '24	Sale	1.93	14,254	27,539	10,387,708	May 02 08:59 PM
Rodriques Kelly	Chief Executive Officer	Apr 16 '24	Sale	1.84	20,803	38,194	10,437,708	Apr 18 05:57 PM
Rodriques Kelly	Chief Executive Officer	Apr 01 '24	Sale	1.84	25,000	46,040	10,614,550	Apr 03 06:09 PM
Rodriques Kelly	Chief Executive Officer	Apr 02 '24	Sale	1.73	25,000	43,260	10,589,550	Apr 03 06:09 PM
Rodriques Kelly	Chief Executive Officer	Mar 04 '24	Sale	1.98	27,566	54,462	10,925,610	Mar 04 09:26 PM
Rodriques Kelly	Chief Executive Officer	Mar 01 '24	Sale	2.00	22,434	44,969	10,953,176	Mar 04 09:26 PM
Rodriques Kelly	Chief Executive Officer	Feb 06 '24	Sale	1.77	24,818	43,992	10,139,507	Feb 08 08:39 PM
Rodriques Kelly	Chief Executive Officer	Feb 07 '24	Sale	1.64	25,182	41,261	10,114,325	Feb 08 08:39 PM

Dollar change -1.12
Percentage change -0.75	%

ICE Intercontinental Exchange Inc daily Stock Chart

Peers: CME SPGI NDAQ CBOE MSCI MKTX AON INFO BR

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

Index	S&P 500	P/E	35.32	EPS (ttm)	4.22	Insider Own	0.73%	Shs Outstand	574.00M	Perf Week	4.42%
Market Cap	85.62B	Forward P/E	22.40	EPS next Y	6.66	Insider Trans	-4.28%	Shs Float	569.97M	Perf Month	-3.54%
Income	2.43B	PEG	4.49	EPS next Q	1.49	Inst Own	91.99%	Short Float	1.17%	Perf Quarter	-9.70%
Sales	10.90B	P/S	7.86	EPS this Y	7.60%	Inst Trans	-0.21%	Short Ratio	2.13	Perf Half Y	0.91%
Book/sh	47.44	P/B	3.14	EPS next Y	10.08%	ROA	1.78%	Short Interest	6.66M	Perf Year	18.50%
Cash/sh	4.35	P/C	34.27	EPS next 5Y	7.87%	ROE	9.22%	52W Range	124.34 - 167.99	Perf YTD	0.07%
Dividend Est.	1.81 (1.21%)	P/FCF	22.69	EPS past 5Y	4.09%	ROI	5.27%	52W High	-11.24%	Beta	1.11
Dividend TTM	1.80 (1.21%)	Quick Ratio	-	Sales past 5Y	12.96%	Gross Margin	70.01%	52W Low	19.92%	ATR (14)	2.36
Dividend Ex-Date	Dec 16, 2024	Current Ratio	-	EPS Y/Y TTM	-1.89%	Oper. Margin	39.57%	RSI (14)	47.30	Volatility	1.36% 1.50%
Employees	13222	Debt/Eq	0.79	Sales Y/Y TTM	18.25%	Profit Margin	22.29%	Recom	1.50	Target Price	181.44
Option/Short	Yes / Yes	LT Debt/Eq	0.69	EPS Q/Q	18.91%	Payout	40.08%	Rel Volume	1.01	Prev Close	150.23
Sales Surprise	-0.20%	EPS Surprise	0.00%	Sales Q/Q	18.04%	Earnings	Feb 06 BMO	Avg Volume	3.13M	Price	149.11
SMA20	0.52%	SMA50	-2.93%	SMA200	0.03%	Trades		Volume	3,159,554	Change	-0.75%

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

Jan-15-25 11:16AM	Why Is Intercontinental Exchange (ICE) Among the Best Financial Services Stocks to Buy According to Analysts? (Insider Monkey)
09:00AM	Freddie Mac and ICE Collaboration Offers Lenders Greater Efficiencies When Originating Loans (GlobeNewswire)
Jan-14-25 08:30AM	ICE Sees Highest Commodities Trading Volume Day in its History (Business Wire)
Jan-11-25 02:27PM	Is Intercontinental Exchange (ICE) the Best Financial Stock to Buy According to Hedge Funds? (Insider Monkey)
Jan-08-25 11:40AM	ICE Acquires American Financial Exchange in Strategic Move (GuruFocus.com)
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09:32AM	Intercontinental Exchange (ICE) Acquires 100% Ownership of American Financial Exchange (AFX) (GuruFocus.com)
08:30AM	ICE Acquires the American Financial Exchange (AFX) (Business Wire)
Jan-06-25 08:30AM	Intercontinental Exchange Reports December, Fourth Quarter and Full Year 2024 Statistics (Business Wire)
Dec-30-24 03:36PM	NYSE, Nasdaq Intend to Shut on Jan. 9 in Memory of Jimmy Carter (The Wall Street Journal)
11:18AM	NYSE, Nasdaq to Close on Jan. 9 to Honor Former President Jimmy Carter (Investopedia)
10:00AM	The New York Stock Exchange Will Close Markets on January 9 to Honor the Passing of Former President Jimmy Carter on National Day of Mourning (Business Wire)
Dec-23-24 09:00PM	Insurance and Taxes Now Cost More Than Mortgages for Many Homeowners (The Wall Street Journal)
09:00AM	ICE First Look at Mortgage Performance: Delinquencies Hit Highest Level in Nearly Three Years; Prepayments Drop on Higher Rates (Business Wire)
Dec-20-24 09:12AM	NYSE CONTENT ADVISORY: PRE MARKET UPDATE AND WEEKLY RECAP DECEMBER 20, 2024 (PR Newswire)
Dec-19-24 09:08AM	NYSE CONTENT ADVISORY: PRE MARKET UPDATE AND EOY VIDEO DECEMBER 19, 2024 (PR Newswire)
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Dec-16-24 09:16AM	NEW YORK STOCK EXCHANGE PRE-MARKET UPDATE DECEMBER 16, 2024 (PR Newswire)
Dec-12-24 08:30AM	ICE Launches MSCI MarketAxess Tradable Corporate Bond Index Futures to Help Investors Hedge Corporate Bond Exposure (Business Wire)
Dec-11-24 08:00AM	ICE Midland WTI (HOU) Reaches Record Open Interest and Delivers a Record 20 million Barrels of Midland WTI Crude During November (Business Wire)
Dec-10-24 07:00AM	ICE Launches Long European Union Bond Index Futures (Business Wire)
Dec-09-24 04:16PM	ICE Move to Limit Gene-Edited Sugar in US May Hurt Brazil Flows (Bloomberg)
09:00AM	ICE Mortgage Monitor: Recent Vintage Borrowers Pounced on Early-Autumn Rate Drops as 300K+ Refinanced in September and October (Business Wire)
07:00AM	ICE Expands Global Energy Offering with the Launch of Japanese Power Futures (Business Wire)
Dec-04-24 08:30AM	Intercontinental Exchange Reports November 2024 Statistics (Business Wire)
Nov-27-24 05:42PM	The WSJ Dollar Index Falls 0.66% to 100.24 (The Wall Street Journal)
10:21AM	Treasury Yields, Dollar Little Changed by Unsurprising PCE Data (The Wall Street Journal)
09:42AM	Yen Rises Sharply; Scope For Further Gains Versus Dollar Looks Limited (The Wall Street Journal)
Nov-26-24 04:30PM	Intercontinental Exchange Chair and CEO Jeffrey C. Sprecher to Present at the Goldman Sachs Financial Services Conference on December 10 (Business Wire)
04:30PM	Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Goldman Sachs Financial Services Conference on December 10 (Business Wire)
01:32PM	Trade Tracker: Bill Baruch buys Goldman Sachs, Intercontinental Exchange and sell Chubb (CNBC TV)
08:30AM	Worldscale Adopts ICEs Benchmark EUA Carbon Pricing for its Tanker Freight Rates (Business Wire)
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07:45AM	3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term (Motley Fool)
07:22AM	Eurex Plans EU Bond Futures in 2025 in Boost to Blocs Goals (Bloomberg)
Nov-25-24 03:07PM	Intercontinental Exchange, Inc. (ICE): Dominating Global Markets with Resilient Exchanges and Data-Driven Growth (Insider Monkey)
Nov-22-24 02:06PM	Trump Expected to Offer Agriculture Chief Post to Loeffler, CNN Says (Bloomberg)
Nov-21-24 09:00AM	ICE First Look at Mortgage Performance: Serious delinquencies hit 17-month high while foreclosure activity remains historically muted (Business Wire)
Nov-20-24 01:20PM	Bitcoin breaks through $94,000 for the first time and it's getting less volatile (Quartz)
08:02AM	Bitcoin is close to breaking through $94,000 for the first time and it's getting less volatile (Quartz)
06:00AM	NYSHEX Announces First Close of Series C Funding Round Led by Collate Capital, Collaborating with ICE to Launch New Freight Rate Indices (Business Wire)
Nov-19-24 01:15PM	Trump Media Buying Crypto Platform Bakkt Is a Good Idea. DJT Stock Is Falling. (Barrons.com)
11:26AM	Trumps Media Company in Talks to Buy Bakkt Crypto Platform (Bloomberg)
09:46AM	DJT Stock Falls. Why Trump Media Buying Crypto Platform Bakkt Is Just Whats Needed. (Barrons.com)
12:02AM	Nyshex closes latest funding round, launches shipping rate indexes (FreightWaves)
Nov-18-24 10:13PM	Trump Media is near an all-stock deal to buy crypto platform Bakkt, report says (Fortune)
05:15PM	Trump Media's Stock Pops After Reports It's in Talks to Buy Crypto Exchange Bakkt (Investopedia)
03:35PM	Trump's social media group in talks to buy Bakkt, FT reports (Reuters)
04:21AM	EU Bond Futures to Succeed Despite Issuance Doubts, Says ICE (Bloomberg)
Nov-15-24 04:57PM	ICE Delays Changes on Uncertainty Over EU Deforestation Plan (Bloomberg)
Nov-13-24 06:01AM	Eurex Delays EU Bond Futures in Blow to Bloc (Bloomberg)
Nov-11-24 04:43AM	ICE to Start First EU Bond Futures Trading Next Month (Bloomberg)
Nov-08-24 08:30AM	NYSE Group Announces 2025, 2026 and 2027 Holiday and Early Closings Calendar (Business Wire)
07:58AM	Here is What Lifted Intercontinental Exchange (ICE) in Q3 (Insider Monkey)
Nov-07-24 04:30PM	Intercontinental Exchange CFO Warren Gardiner to Present at the J.P. Morgan Ultimate Services Investor Conference on November 14 (Business Wire)
Nov-05-24 09:00AM	October Marks Highest Volume Month in ICE's History with 209 Million Contracts Traded (Business Wire)
08:30AM	Intercontinental Exchange Reports October 2024 Statistics (Business Wire)
Nov-04-24 09:00AM	ICE Mortgage Monitor: Record Levels of Tappable Equity, Fed Rate Cuts Could Spur Resurgence in Home Equity Withdrawals (Business Wire)
Nov-01-24 03:06AM	Intercontinental Exchange Inc (ICE) Q3 2024 Earnings Call Highlights: Record Revenues and ... (GuruFocus.com)
01:47AM	Q3 2024 Dun & Bradstreet Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
01:11AM	Decoding Intercontinental Exchange Inc (ICE): A Strategic SWOT Insight (GuruFocus.com)
Oct-31-24 12:52PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research) -6.40%
07:52AM	NYSE-parent ICE's profit meets estimates as strong trading offsets higher expenses (Reuters)
07:35AM	Intercontinental Exchange Approves Fourth Quarter Dividend of $0.45 per Share (Business Wire)
07:30AM	Intercontinental Exchange Reports Strong Third Quarter 2024 (Business Wire)
Oct-30-24 10:26AM	Charles Schwab To Expand 24-Hour Trading (Investopedia)
09:51AM	Intercontinental Exchange, Inc. (ICE): Among UBS Top Tech Based Disruptive Stocks For 2030 (Insider Monkey)
Oct-25-24 08:30AM	ICE and NYSE Launch My Vote Ad Campaign to Celebrate the Power of Democracy Ahead of U.S. Election (Business Wire)
07:30AM	The New York Stock Exchange Plans to Extend Weekday Trading on its NYSE Arca Equities Exchange to 22 Hours a Day (Business Wire)
Oct-24-24 08:30AM	ICE and Dun & Bradstreet to Launch Climate Data and Analytics for Broad Universe of Public and Private Companies (Business Wire)
Oct-23-24 09:00AM	ICE First Look at Mortgage Performance: September Sees Prepayments at Two-Year High, Slowly Rising Mortgage Delinquencies (Business Wire)
07:00AM	ICE Interest Rate Markets Hit Record Trading Volumes (Business Wire)
Oct-22-24 08:30AM	ICE Reaches Record Open Interest Across Global Energy Benchmark Brent Crude Futures and Options (Business Wire)
Oct-21-24 03:24PM	Cboe Shares Near Buy Point As 2024 Election Promises Volatility (Investor's Business Daily)
Oct-18-24 09:17AM	IntercontinentalExchange price target raised to $174 from $160 at Morgan Stanley (TipRanks)
Oct-15-24 08:00AM	ICE Reports Record Trading Activity Across Total Futures and Options with Record Volumes Across Global Energy Markets (Business Wire)
Oct-08-24 09:00AM	ICE Introduces Multi-Asset Class Climate Transition Risk Solution (Business Wire)
Oct-07-24 09:00AM	ICE Mortgage Monitor: Average Payment Hits All-Time High; Spiking Insurance Costs Rising at 3X the Rate of Principal, Interest, and Taxes (Business Wire)
Oct-03-24 08:30AM	Intercontinental Exchange Reports September and Third Quarter 2024 Statistics (Business Wire)
Oct-01-24 08:00AM	These Are The Best Second-Chance Stocks Around (Investor's Business Daily)
08:00AM	New York Stock Exchange Launches the NYSE TV Live Weekday Morning Show (Business Wire)
06:14AM	RBC Has a New Play for Investors: Go Long on US Exchange Stocks (TipRanks)
Sep-27-24 03:03PM	ICE's Resilient Business Model and Technological Advancements Drive an Outperform Rating - Here's Why (Benzinga)
Sep-25-24 03:46PM	ICE First Look at Mortgage Performance: Mortgage delinquencies remain low despite modest year-over-year rise (Business Wire)
08:30AM	ICE Clear Credit Is First CDS Clearing House to Process More Than $1 Trillion USD Notional Amount in One Day (Business Wire)
05:37AM	Bond Investors Alerted to Hidden Risks in Ratings Blind Spot (Bloomberg)
Sep-24-24 09:00AM	ICE Further Automates Credit Dispute Processing for Servicers With Enhancements to Credit Bureau Management (Business Wire)
08:30AM	ICE Launches New Suite of Physical Climate Risk Municipal Indices Integrating ICE Climate Risk Scores (Business Wire)
Sep-19-24 12:00PM	Salt Financial Announces Strategic Collaboration with ICE to Explore Indices for Risk-Controlled Investment Products (PR Newswire)
Sep-18-24 09:00AM	ICE and IPC Systems Launch ICE Voice - A New Cloud-Based Audio Solution for Traders and Professional Investors (Business Wire)
Sep-17-24 09:00AM	Longtime Servicing Client PNC Expands Use of ICE Data and Analytics to Further Benefit From End-to-End, Integrated Technology Ecosystem (Business Wire)
Sep-13-24 07:00PM	Insider Sale: Director Judith Sprieser Sells Shares of Intercontinental Exchange Inc (ICE) (GuruFocus.com)
05:00AM	ICE's STR Futures Open Interest Exceeds 500,000 Contracts (Business Wire)
Sep-11-24 08:01AM	ICEs Global Natural Gas Markets Reach Record Liquidity (Business Wire)
Sep-09-24 05:00AM	U.K. Financial Conduct Authority Issues Final Announcement Regarding the Cessation of U.S. Dollar LIBOR (Business Wire)
Sep-08-24 06:15PM	Intercontinental Exchange, Inc. (ICE): Among the Unrivaled Stocks of the Next 10 Years (Insider Monkey)
Sep-05-24 08:30AM	Intercontinental Exchange Reports August 2024 Statistics (Business Wire)
Sep-04-24 09:00AM	ICE Mortgage Monitor: Rate drops make August most affordable month since February, as home price growth cools to 12-month low (Business Wire)
Sep-02-24 06:30PM	ICE Launches New Suite of Indices for Australian Residential Mortgage-Backed Securities Market (Business Wire)
02:09PM	10 Unrivaled Stocks of the Next 10 Years (Insider Monkey)
Aug-30-24 01:24AM	Insider Sale: Director Judith Sprieser Sells Shares of Intercontinental Exchange Inc (ICE) (GuruFocus.com)
Aug-28-24 08:30AM	Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Goldman Sachs Communacopia & Technology Conference on September 9 (Business Wire)
Aug-27-24 08:15AM	ICE Collaborates with Space Intelligence to Launch ICEs Commodity Traceability Service (Business Wire)

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
Edmonds Christopher Scott	President, Fixed Income & Data	Jan 15 '25	Sale	147.73	601	88,786	12,922	Jan 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jan 15 '25	Option Exercise	50.01	5,661	283,107	72,209	Jan 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jan 15 '25	Sale	147.59	5,661	835,503	66,548	Jan 17 04:30 PM
CHRISTOPHER EDMONDS	Officer	Jan 15 '25	Proposed Sale	145.25	601	87,295		Jan 15 04:22 PM
MAYUR KAPANI	Officer	Jan 15 '25	Proposed Sale	145.25	5,661	822,260		Jan 15 04:21 PM
Williams Stuart Glen	Chief Operating Officer	Dec 18 '24	Sale	152.99	750	114,742	12,780	Dec 20 04:30 PM
STUART GLEN WILLIAMS	Officer	Dec 18 '24	Proposed Sale	152.79	750	114,592		Dec 18 04:25 PM
Surdykowski Andrew J	General Counsel	Dec 10 '24	Option Exercise	67.00	792	53,064	45,657	Dec 12 06:06 PM
Surdykowski Andrew J	General Counsel	Dec 10 '24	Sale	156.08	955	149,056	44,702	Dec 12 06:06 PM
Gardiner Warren	Chief Financial Officer	Dec 09 '24	Sale	156.18	750	117,135	15,826	Dec 11 04:30 PM
WARREN GARDINER	Officer	Dec 09 '24	Proposed Sale	155.93	750	116,948		Dec 09 04:45 PM
Kapani Mayur	Chief Technology Officer	Nov 26 '24	Option Exercise	50.01	1,995	99,770	66,466	Nov 27 04:30 PM
Jackson Benjamin	President	Nov 25 '24	Option Exercise	50.01	5,828	291,458	161,991	Nov 27 04:30 PM
Jackson Benjamin	President	Nov 25 '24	Sale	160.00	5,828	932,480	156,163	Nov 27 04:30 PM
BENJAMIN R JACKSON	Officer	Nov 25 '24	Proposed Sale	159.29	5,828	928,342		Nov 25 04:41 PM
Sprecher Jeffrey C	Chief Executive Officer	Nov 13 '24	Sale	156.06	150,000	23,409,185	2,401,705	Nov 15 04:30 PM
Jackson Benjamin	President	Nov 13 '24	Option Exercise	50.01	11,654	582,817	167,817	Nov 15 04:30 PM
Jackson Benjamin	President	Nov 13 '24	Sale	156.44	11,654	1,823,113	156,163	Nov 15 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Nov 13 '24	Sale	156.83	602	94,412	13,432	Nov 15 04:30 PM
CONTINENTAL POWER EXCHANGE, IN	Officer	Nov 13 '24	Proposed Sale	156.06	150,000	23,409,000		Nov 13 04:24 PM
BENJAMIN R JACKSON	Officer	Nov 13 '24	Proposed Sale	156.06	11,654	1,818,723		Nov 13 04:24 PM
Surdykowski Andrew J	General Counsel	Sep 26 '24	Sale	159.57	2,048	326,799	44,865	Sep 30 04:30 PM
ANDREW SURDYKOWSKI	Officer	Sep 27 '24	Proposed Sale	158.12	2,213	349,920		Sep 27 04:26 PM
ANDREW SURDYKOWSKI	Officer	Sep 26 '24	Proposed Sale	159.45	790	125,966		Sep 26 04:23 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Sep 18 '24	Sale	162.81	602	98,012	14,034	Sep 20 04:30 PM
Williams Stuart Glen	Chief Operating Officer	Sep 18 '24	Sale	162.81	468	76,195	13,530	Sep 20 04:30 PM
CHRISTOPHER EDMONDS	Officer	Sep 18 '24	Proposed Sale	162.81	1,204	196,023		Sep 18 04:43 PM
STUART GLEN WILLIAMS	Officer	Sep 18 '24	Proposed Sale	162.81	468	76,195		Sep 18 04:43 PM
SPRIESER JUDITH A	Director	Sep 11 '24	Sale	161.27	659	106,277	26,249	Sep 13 04:30 PM
Gardiner Warren	Chief Financial Officer	Sep 09 '24	Sale	161.43	750	121,072	16,576	Sep 11 04:30 PM
WARREN GARDINER	Officer	Sep 09 '24	Proposed Sale	160.49	750	120,368		Sep 09 04:27 PM
SPRIESER JUDITH A	Director	Aug 27 '24	Sale	160.69	1,941	311,899	26,908	Aug 29 04:30 PM
Tirinnanzi Martha A	Director	Aug 28 '24	Sale	160.80	509	81,847	3,449	Aug 29 04:30 PM
JUDITH SPRIESER DECLARATION TR	Director	Aug 27 '24	Proposed Sale	160.31	2,600	416,806		Aug 27 04:34 PM
Tirinnanzi Martha A	Director	Aug 23 '24	Sale	158.98	509	80,921	3,958	Aug 27 04:30 PM
Namkung James W	Chief Accounting Officer	Aug 23 '24	Sale	160.00	1,171	187,360	16,665	Aug 27 04:30 PM
JAMES NAMKUNG	Officer	Aug 23 '24	Proposed Sale	158.60	1,171	185,721		Aug 23 04:28 PM
MARTHA TIRINNANZI	Director	Aug 23 '24	Proposed Sale	158.60	1,018	161,455		Aug 23 04:26 PM
Namkung James W	Chief Accounting Officer	Jul 25 '24	Sale	150.00	1,043	156,450	17,836	Jul 26 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Jul 17 '24	Sale	148.60	1,000	148,600	14,636	Jul 19 04:30 PM
Kapani Mayur	Chief Technology Officer	Jul 08 '24	Option Exercise	41.59	395	16,428	64,866	Jul 10 04:31 PM
Kapani Mayur	Chief Technology Officer	Jul 08 '24	Sale	141.13	395	55,746	64,471	Jul 10 04:31 PM
Sprecher Jeffrey C	Chief Executive Officer	Jul 09 '24	Option Exercise	50.01	58,389	2,920,034	1,238,382	Jul 10 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Jul 09 '24	Sale	141.68	110,000	15,584,357	2,551,705	Jul 10 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Jul 09 '24	Sale	141.68	58,389	8,272,280	1,179,993	Jul 10 04:30 PM
Foley Douglas	SVP, HR & Administration	Jul 02 '24	Sale	140.00	3,200	448,000	20,010	Jul 03 04:30 PM
Kapani Mayur	Chief Technology Officer	Jul 02 '24	Option Exercise	41.59	400	16,636	64,871	Jul 03 04:30 PM
Kapani Mayur	Chief Technology Officer	Jul 02 '24	Sale	140.00	400	56,000	64,471	Jul 03 04:30 PM
Bowen Sharon	Director	Jul 01 '24	Sale	137.03	2,036	278,993	14,462	Jul 03 04:30 PM
Surdykowski Andrew J	General Counsel	Jun 26 '24	Sale	136.66	1,898	259,381	46,815	Jun 28 04:00 PM
Foley Douglas	SVP, HR & Administration	Jun 17 '24	Sale	134.98	1,600	215,968	23,112	Jun 18 04:30 PM
Gardiner Warren	Chief Financial Officer	Jun 10 '24	Sale	133.50	750	100,125	17,326	Jun 12 04:30 PM
Hague William Jefferson	Director	Jun 05 '24	Sale	134.50	680	91,460	19,219	Jun 07 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Jun 03 '24	Sale	134.40	551	74,054	15,538	Jun 05 04:30 PM
SPRIESER JUDITH A	Director	May 28 '24	Sale	134.57	2,267	305,074	28,849	May 30 04:30 PM
Surdykowski Andrew J	General Counsel	Apr 26 '24	Sale	131.74	341	44,923	48,713	Apr 30 04:30 PM
Intercontinental Exchange, Inc	10% Owner	Apr 25 '24	Buy	0.87	350,880	304,213	649,934	Apr 29 09:11 PM
Sprecher Jeffrey C	Chief Executive Officer	Apr 03 '24	Option Exercise	50.01	58,388	2,919,984	1,238,283	Apr 05 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Apr 03 '24	Sale	137.21	110,000	15,093,323	2,661,705	Apr 05 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Apr 03 '24	Sale	137.21	58,388	8,011,519	1,179,895	Apr 05 04:30 PM
SPRIESER JUDITH A	Director	Mar 28 '24	Sale	137.36	2,238	307,422	29,347	Apr 01 04:30 PM
Martin Lynn C	President, NYSE Group	Mar 12 '24	Sale	137.41	6,060	832,714	52,939	Mar 14 04:30 PM
Gardiner Warren	Chief Financial Officer	Mar 12 '24	Sale	137.05	250	34,262	18,076	Mar 14 04:30 PM
Gardiner Warren	Chief Financial Officer	Mar 08 '24	Sale	138.83	500	69,415	18,326	Mar 12 05:54 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	Mar 06 '24	Sale	138.24	8,878	1,227,334	13,894	Mar 08 04:30 PM
Surdykowski Andrew J	General Counsel	Mar 05 '24	Option Exercise	50.01	3,000	150,030	54,379	Mar 07 04:30 PM
Surdykowski Andrew J	General Counsel	Mar 06 '24	Option Exercise	57.31	1,180	67,626	49,054	Mar 07 04:30 PM
Surdykowski Andrew J	General Counsel	Mar 05 '24	Sale	137.88	6,505	896,909	47,874	Mar 07 04:30 PM
Intercontinental Exchange, Inc	10% Owner	Mar 04 '24	Buy	0.87	2,762,009	2,394,662	7,476,345	Mar 04 05:34 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Feb 21 '24	Sale	136.26	6,269	854,230	16,555	Feb 23 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Feb 21 '24	Sale	136.35	48,166	6,567,525	1,179,895	Feb 23 04:30 PM
Martin Lynn C	President, NYSE Group	Feb 20 '24	Sale	136.59	3,772	515,224	58,999	Feb 22 05:05 PM
Williams Stuart Glen	Chief Operating Officer	Feb 20 '24	Sale	136.57	2,927	399,733	14,658	Feb 22 04:30 PM
SPRIESER JUDITH A	Director	Feb 13 '24	Sale	134.02	2,246	301,009	31,585	Feb 15 04:30 PM
Gardiner Warren	Chief Financial Officer	Feb 12 '24	Sale	136.00	2,176	295,925	12,061	Feb 14 05:56 PM
Jackson Benjamin	President	Feb 13 '24	Option Exercise	43.48	32,840	1,427,808	166,457	Feb 14 05:54 PM
Jackson Benjamin	President	Feb 13 '24	Sale	134.74	27,970	3,768,635	138,487	Feb 14 05:54 PM
Foley Douglas	SVP, HR & Administration	Feb 12 '24	Option Exercise	41.59	7,070	294,041	25,453	Feb 14 05:34 PM
Foley Douglas	SVP, HR & Administration	Feb 14 '24	Option Exercise	41.59	5,140	213,773	23,523	Feb 14 05:34 PM
Foley Douglas	SVP, HR & Administration	Feb 12 '24	Sale	136.09	7,070	962,156	18,383	Feb 14 05:34 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	Feb 08 '24	Sale	132.03	3,783	499,469	17,242	Feb 09 04:30 PM
Namkung James W	Chief Accounting Officer	Feb 08 '24	Sale	132.03	1,182	156,059	16,396	Feb 09 04:30 PM

Dollar change +0.40
Percentage change 0.17	%

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

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

Index	S&P 500	P/E	24.47	EPS (ttm)	9.51	Insider Own	0.32%	Shs Outstand	359.56M	Perf Week	1.53%
Market Cap	83.86B	Forward P/E	22.41	EPS next Y	10.38	Insider Trans	-1.23%	Shs Float	359.19M	Perf Month	1.09%
Income	3.42B	PEG	5.74	EPS next Q	2.45	Inst Own	88.67%	Short Float	1.20%	Perf Quarter	4.98%
Sales	6.04B	P/S	13.87	EPS this Y	9.10%	Inst Trans	0.44%	Short Ratio	2.11	Perf Half Y	18.88%
Book/sh	78.47	P/B	2.97	EPS next Y	1.91%	ROA	2.63%	Short Interest	4.32M	Perf Year	17.50%
Cash/sh	6.77	P/C	34.36	EPS next 5Y	4.26%	ROE	12.30%	52W Range	186.08 - 242.98	Perf YTD	0.21%
Dividend Est.	10.21 (4.39%)	P/FCF	23.11	EPS past 5Y	9.19%	ROI	10.95%	52W High	-4.23%	Beta	0.58
Dividend TTM	10.40 (4.47%)	Quick Ratio	-	Sales past 5Y	3.57%	Gross Margin	82.21%	52W Low	25.06%	ATR (14)	3.74
Dividend Ex-Date	Dec 27, 2024	Current Ratio	-	EPS Y/Y TTM	13.53%	Oper. Margin	63.66%	RSI (14)	55.18	Volatility	1.90% 1.44%
Employees	3565	Debt/Eq	0.14	Sales Y/Y TTM	13.03%	Profit Margin	56.62%	Recom	2.58	Target Price	245.94
Option/Short	Yes / Yes	LT Debt/Eq	0.11	EPS Q/Q	21.54%	Payout	108.90%	Rel Volume	0.93	Prev Close	232.31
Sales Surprise	-0.27%	EPS Surprise	1.04%	Sales Q/Q	18.43%	Earnings	Oct 23 BMO	Avg Volume	2.04M	Price	232.71
SMA20	0.69%	SMA50	1.92%	SMA200	10.51%	Trades		Volume	1,908,703	Change	0.17%

Date	Action	Analyst	Rating Change	Price Target Change
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
May-25-22	Upgrade	Oppenheimer	Perform → Outperform	$223
May-16-22	Downgrade	Argus	Buy → Hold	$230
Feb-15-22	Initiated	Credit Suisse	Neutral	$258
Feb-10-22	Reiterated	JP Morgan	Neutral	$202 → $201

Show Previous Ratings

Jan-17-25 05:00AM	Is the Stock Market Open on Martin Luther King Jr. Day? Here's What to Expect Monday (Investopedia)
Jan-15-25 09:13AM	CPI Inflation Hurt More In December But With A Silver Lining (Investopedia)
Jan-13-25 03:00AM	CME Group International Average Daily Volume Reaches Record 7.8 Million Contracts in 2024, Up 14% from 2023 (PR Newswire)
Jan-10-25 01:19PM	Why the December Jobs Report Dashed Hopes for Another Fed Rate Cut (Investopedia)
09:07AM	Hiring Surprisingly Surged In December (Investopedia)
02:44PM	Loading…
Jan-08-25 02:44PM	Why Financial Markets Are Losing Hope for a 2025 Fed Rate Cut (Investopedia)
12:50PM	Is the Stock Market Open Thursday? Key Changes as President Carter is Mourned (Investopedia)
09:30AM	CME Group to Launch Hard Red Spring Wheat Futures and Options (PR Newswire)
Jan-07-25 09:30AM	Farmer sentiment drifts lower while producers remain optimistic about the future (PR Newswire)
Jan-06-25 12:56PM	CME Group Inc. Announces Fourth-Quarter and Year-End 2024 Earnings Release, Conference Call (PR Newswire)
12:26PM	Top Stock Movers Now: Nvidia, FuboTV, T-Mobile US, and More (Investopedia)
11:25AM	Citi downgrades CME to neutral on slower growth outlook (Investing.com)
Jan-03-25 07:30AM	CME Group Reports Record Annual ADV of 26.5 Million Contracts in 2024, Driven by Growth Across All Six Asset Classes (PR Newswire)
Jan-02-25 08:45AM	4 Top Dividend Stocks to Buy in January (Motley Fool)
Jan-01-25 01:30PM	Why Horace Mann Educators, WesBanco And CME Group Are Winners For Passive Income (Benzinga)
05:42PM	Loading…
Dec-30-24 05:42PM	Asian Stocks Eye Weak Open on Wall Street Losses: Markets Wrap (Bloomberg)
03:36PM	NYSE, Nasdaq Intend to Shut on Jan. 9 in Memory of Jimmy Carter (The Wall Street Journal)
03:36PM	Major Exchanges to Close Jan. 9 to Honor Death of Jimmy Carter (The Wall Street Journal)
02:55PM	CME Group Announces Trading Hours for U.S. National Day of Mourning to Honor Former President Jimmy Carter (PR Newswire)
Dec-25-24 08:00AM	Jump Trading Raked In Crypto Profits. Now Its Paying a $123 Million Penalty. (The Wall Street Journal)
Dec-13-24 03:53PM	U.S. Cattle Futures Rise to Record Highs on Import Snags, Screwworm Infestation (The Wall Street Journal)
01:29PM	What to Expect From Next Week's Federal Reserve Meeting on Interest Rates (Investopedia)
Dec-11-24 02:57PM	Is the Federal Reserve Running Out of Reasons To Cut Interest Rates? (Investopedia)
10:44AM	Consumer Prices Rose in November as Inflation Remains Sticky (Investopedia)
Dec-10-24 03:00PM	CME's New 1-Ounce Gold Futures: A Game-Changer or a Paper Tiger? (Oilprice.com)
07:30AM	CME Group Announces 2025 Annual Meeting Date (PR Newswire)
Dec-09-24 01:37PM	Micro E-mini Equity Index Futures Surpass 3 Billion Contracts Traded (PR Newswire)
Dec-06-24 04:43PM	Inflation Is Stubborn And Jobs Are Plentiful. So Why Does Everyone Expect Rate Cuts? (Investopedia)
Dec-05-24 01:57PM	CME to Offer One-Ounce Gold Futures to Meet Surging Demand From Retail Traders (Bloomberg)
10:00AM	CME Group to Launch 1-Ounce Gold Futures to Meet Surging Retail Demand (PR Newswire)
07:30AM	Loading…
07:30AM	CME Group Announces $2.1B Annual Variable Dividend and $3B Share Repurchase Program (PR Newswire)
Dec-04-24 03:09PM	Why One Fed Official Thinks Interest Rates Are At 'Appropriate' Levels (Investopedia)
05:00AM	CME Group Announces CME Term STR Reference Rates (PR Newswire)
Dec-03-24 04:54PM	Inflation Worries Keep Fed Officials Cautious Ahead of December Meeting (Investopedia)
09:30AM	Farmer sentiment following the U.S. election reaches highest levels since May 2021 (PR Newswire)
07:30AM	CME Group Reports Record November ADV of 30.2 Million Contracts, Driven by Growth Across All Six Asset Classes (PR Newswire)
Dec-02-24 12:10PM	Heres Why Appalaches Capital Added CME Group (CME) To Its Portfolio (Insider Monkey)
Nov-27-24 05:42PM	The WSJ Dollar Index Falls 0.66% to 100.24 (The Wall Street Journal)
12:16PM	Consumers Entered The Holidays With A Bit Of Extra Cash (Investopedia)
10:26AM	Treasury Yields, Dollar Little Changed by Unsurprising PCE Data (The Wall Street Journal)
Nov-26-24 04:16PM	Fed Cutting Rates Cautiously, Meeting Minutes Show (Investopedia)
Nov-25-24 03:56PM	Fed's Key Inflation Measure Likely Stayed Above-Target In October (Investopedia)
02:35PM	CME Group Completes Primary Conversion of 28-Day TIIE Interest Rate Swaps for Mexican Market (PR Newswire)
Nov-22-24 01:28PM	Henry Hub Natural Gas Sets Single Day Options Record Amid Colder Weather in the U.S. (PR Newswire)
11:30AM	CME (CME) Down 1.4% Since Last Earnings Report: Can It Rebound? (Zacks)
Nov-21-24 01:22PM	CME Group Adjusted Interest Rate Total Return Futures Reach Record Open Interest, Volume (PR Newswire)
05:31AM	Futures Open Interest on CME Surpasses 215K Bitcoin for the First Time as BTC Eyes $100K (CoinDesk)
Nov-20-24 08:00AM	CME Group and LPGA Sign Two-Year Extension of CME Group Tour Championship with Largest Single Prize in Women's Golf (PR Newswire)
Nov-19-24 07:30AM	CME Group to Launch Mortgage Rate Futures in January 2025 (PR Newswire)
Nov-13-24 11:14AM	Bitcoin Traders Pile Into $100K CME Options as Price Climbs Through $93K: CF Benchmarks (CoinDesk)
09:44AM	Inflation Stayed At Steady Pace In October (Investopedia)
Nov-11-24 06:16AM	Where the Demand Comes From as Bitcoin Breaks Through $82K: Van Straten (CoinDesk)
Nov-09-24 12:10AM	Decoding CME Group Inc (CME): A Strategic SWOT Insight (GuruFocus.com)
Nov-08-24 02:03PM	Final Trades: Glacier Bancorp, CME Group, the IBIT and the IYF (CNBC TV)
Nov-07-24 12:14PM	CME Group Announces Employment Agreement Extension for Chairman and Chief Executive Officer Terry Duffy (PR Newswire)
10:42AM	CME Group Announces Winners of the 21st Annual University Trading Challenge (PR Newswire)
07:30AM	CME Group Declares Quarterly Dividend (PR Newswire)
Nov-06-24 03:49PM	Trump Ran on Fighting Inflation, But Investors Are Betting He'll Make It Worse (Investopedia)
Nov-05-24 09:30AM	Farmer sentiment in October rebounded ahead of the U.S. election (PR Newswire)
Nov-04-24 04:54PM	Why The Federal Reserve is Likely to Cut Interest Rates This Week (Investopedia)
07:30AM	CME Group Reports October 2024 ADV of 24.3 Million Contracts (PR Newswire)
Nov-03-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
Oct-31-24 01:33PM	Henry Hub Futures Reach Record Open Interest as International Demand Soars (PR Newswire)
Oct-30-24 02:42PM	Institutional Investors Position for Bitcoin Volatility Into the U.S. Election (CoinDesk)
09:49AM	Economic Growth Unexpectedly Decelerated In Third Quarter (Investopedia)
Oct-29-24 04:30PM	CME Wins Futures Commission Merchant Approval, Sparking Backlash (Bloomberg)
12:08PM	Job Openings Fell And Hiring Rose In 'Mixed Bag' Report (Investopedia)
10:00AM	CME Group Receives Approval to Establish Futures Commission Merchant (PR Newswire)
06:55AM	Here Are Three Reasons Why Bitcoin Open Interest Set Record Highs as BTC Price Surge to $71K (CoinDesk)
06:55AM	Here Are 3 Reasons Why Bitcoin Open Interest Set Record Highs as BTC Price Surge to $71K (CoinDesk)
05:00AM	CME Group Announces First Trades of Spodumene Futures (PR Newswire)
Oct-28-24 05:58PM	Hiring Likely Took Big Hit In October (Investopedia)
Oct-24-24 03:04AM	CME Group Inc (CME) Q3 2024 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
01:34AM	Q3 2024 CME Group Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-23-24 12:28PM	Analyst Report: CME Group Inc. (Morningstar Research)
09:30AM	CME (CME) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:08AM	CME: Q3 Earnings Snapshot (Associated Press Finance)
07:04AM	CME Group profit jumps on record rates trading (Reuters)
07:00AM	CME Group Inc. Reports All-Time Record Revenue, Adjusted Operating Income, Adjusted Net Income and Adjusted Earnings Per Share for Q3 2024 (PR Newswire)
Oct-22-24 12:45PM	Why Some Fed Officials are Warning That Coming Rate Cuts May Be 'Modest' (Investopedia)
Oct-21-24 03:24PM	Cboe Shares Near Buy Point As 2024 Election Promises Volatility (Investor's Business Daily)
08:12AM	Is CME Group (CME) a High-Quality Business? (Insider Monkey)
Oct-18-24 11:50AM	CME Turns to Yellen in Battle for Dominance of US Treasuries (Bloomberg)
09:17AM	CME Group price target raised to $233 from $210 at Morgan Stanley (TipRanks)
Oct-17-24 09:00PM	CME Group Announces First Trades of CBL Australian Carbon Credit Unit (ACCU) Futures (PR Newswire)
Oct-16-24 10:01AM	CME Group (CME) Earnings Expected to Grow: Should You Buy? (Zacks)
08:01AM	First Mover Americas: Bitcoin Moves Above $68K Amid Renewed Bullishness (CoinDesk)
06:15AM	Open Interest on CME Bitcoin Futures Hits All-Time High, Signals Further Bullishness (CoinDesk)
03:53AM	Bitcoin Futures Market Hits Record High, Signaling Strong Investor Confidence (CoinMarketCap)
Oct-15-24 07:40AM	CME Group price target raised to $245 from $228 at Oppenheimer (TipRanks)
03:44AM	CME's Bitcoin Friday Futures Are Ideal for News Traders: CF Benchmarks (CoinDesk)
Oct-14-24 04:30PM	Here Are Three Economic Scenarios the Fed's Waller Is Watching For (Investopedia)
02:00AM	CME Group International Average Daily Volume Reached New Record of 8.4 Million Contracts in Q3 2024 (PR Newswire)
Oct-11-24 07:48AM	CME Blocked Istim Warehouse After Objections from Metal Traders (Bloomberg)
Oct-10-24 04:03PM	The Fed's Economic 'Soft Landing' Just Got Bumpier (Investopedia)
Oct-09-24 03:08PM	Some Fed Officials Were On The Fence About Its Super-Sized Rate Cut (Investopedia)
Oct-07-24 04:36PM	What To Expect From Thursday's Inflation Report (Investopedia)
Oct-03-24 06:16PM	Here's How Markets Could View Friday's Jobs Report (Investopedia)
01:48PM	Final Trades: Nvidia, Trade Desk Inc and CME Group. (CNBC TV)
Oct-02-24 11:07AM	Trading in Tuesday and Thursday Crude Oil Options Surpasses 100,000 Contracts as Demand Soars (PR Newswire)

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	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
SHEPARD WILLIAM R	Director	Sep 25 '24	Buy	218.50	280	61,245	255,172	Sep 27 11:43 AM
SHEPARD WILLIAM R	Director	Sep 25 '24	Buy	218.50	12	2,700	2,360	Sep 27 11:43 AM
Fitzpatrick Lynne	Sr MD Chief Financial Officer	Sep 15 '24	Sale	216.99	754	163,610	13,261	Sep 17 07:11 PM
Durkin Bryan T	Director	Aug 30 '24	Sale	214.59	7,593	1,629,382	55,607	Sep 03 05:45 PM
Durkin Bryan T	Officer	Aug 30 '24	Proposed Sale	213.52	7,593	1,621,257		Aug 30 05:09 PM
SHEPARD WILLIAM R	Director	Jun 25 '24	Buy	195.07	312	60,885	253,655	Jun 26 08:48 PM
SHEPARD WILLIAM R	Director	Jun 25 '24	Buy	195.07	14	2,684	2,348	Jun 26 08:48 PM
Carey Charles P	Director	Jun 13 '24	Sale	195.44	3,000	586,320	7,163	Jun 14 10:19 AM
GLICKMAN DANIEL R	Director	Jun 06 '24	Sale	201.44	650	130,937	14,008	Jun 07 05:46 PM
Cook Elizabeth A	Director	May 20 '24	Sale	211.52	1,000	211,520	18,241	May 21 06:13 PM
SAVAGE TERRY L	Director	May 13 '24	Sale	210.65	2,500	526,620	17,441	May 13 06:00 PM
Piell Hilda Harris	Sr MD & Chief HR Officer	May 08 '24	Sale	210.35	7,140	1,501,876	29,256	May 09 01:29 PM
DUFFY TERRENCE A	Chairman and CEO	Apr 29 '24	Sale	210.91	40,000	8,436,496	67,455	May 01 05:06 PM
SHEPARD WILLIAM R	Director	Mar 26 '24	Buy	214.71	282	60,561	253,343	Mar 27 12:49 PM
SHEPARD WILLIAM R	Director	Mar 26 '24	Buy	214.71	12	2,670	2,334	Mar 27 12:49 PM
McCourt Timothy Francis	Sr MD Global Head Equity & FX	Jan 31 '24	Sale	206.78	35	7,237	6,447	Mar 22 04:02 PM

Open in Screener

TW

Tradeweb Markets Inc

Jan 17 • 04:00PM ET

129.02

Dollar change -2.14
Percentage change -1.63	%

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 VXF VUG VOT IWR USMV SCHM CGGO IAI

Index	-	P/E	61.79	EPS (ttm)	2.09	Insider Own	45.75%	Shs Outstand	116.23M	Perf Week	-1.57%
Market Cap	30.48B	Forward P/E	38.62	EPS next Y	3.34	Insider Trans	-0.12%	Shs Float	115.65M	Perf Month	-3.38%
Income	448.26M	PEG	3.10	EPS next Q	0.74	Inst Own	55.29%	Short Float	1.29%	Perf Quarter	-3.50%
Sales	1.63B	P/S	18.67	EPS this Y	28.41%	Inst Trans	-0.24%	Short Ratio	1.75	Perf Half Y	18.37%
Book/sh	26.74	P/B	4.82	EPS next Y	15.12%	ROA	6.48%	Short Interest	1.49M	Perf Year	35.48%
Cash/sh	4.97	P/C	25.95	EPS next 5Y	19.96%	ROE	8.18%	52W Range	91.19 - 141.69	Perf YTD	-1.45%
Dividend Est.	0.40 (0.31%)	P/FCF	36.25	EPS past 5Y	8.96%	ROI	7.82%	52W High	-8.94%	Beta	1.01
Dividend TTM	0.40 (0.31%)	Quick Ratio	3.00	Sales past 5Y	14.67%	Gross Margin	87.47%	52W Low	41.48%	ATR (14)	3.54
Dividend Ex-Date	Dec 02, 2024	Current Ratio	3.00	EPS Y/Y TTM	21.47%	Oper. Margin	40.27%	RSI (14)	43.80	Volatility	3.03% 2.60%
Employees	1179	Debt/Eq	0.01	Sales Y/Y TTM	29.44%	Profit Margin	27.46%	Recom	1.50	Target Price	151.20
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	14.74%	Payout	21.01%	Rel Volume	0.92	Prev Close	131.16
Sales Surprise	-0.44%	EPS Surprise	-0.35%	Sales Q/Q	36.72%	Earnings	Oct 30 BMO	Avg Volume	851.84K	Price	129.02
SMA20	-2.34%	SMA50	-2.34%	SMA200	9.38%	Trades		Volume	780,932	Change	-1.63%

Date	Action	Analyst	Rating Change	Price Target Change
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
Nov-20-19	Upgrade	Goldman	Neutral → Buy	$52 → $53
Oct-21-19	Upgrade	UBS	Neutral → Buy	$47 → $49
Oct-01-19	Upgrade	Barclays	Equal Weight → Overweight	$45

Show Previous Ratings

Jan-17-25 05:49AM	Domestic Factors Added to Recent Rise in German, U.K. Bond Yields (The Wall Street Journal)
03:49AM	Gilt Yields Fall After Weak U.K. Retail Sales Data (The Wall Street Journal)
03:01AM	Eurozone Government Bonds Yields Should Move Lower in Coming Months (The Wall Street Journal)
Jan-16-25 08:53AM	Treasury Yields Lose Some Steam After Jobs, Retail Data (The Wall Street Journal)
03:36AM	Gilt Yields Edge Higher After U.K. GDP Data (The Wall Street Journal)
09:20AM	Loading…
Jan-15-25 09:20AM	Treasury Yields Fall Following December Inflation Data (The Wall Street Journal)
Jan-14-25 11:47AM	U.K. Borrowing Costs Ease Amid Signs of Stabilization (The Wall Street Journal)
04:02AM	Gilt Yields Fall Ahead of Treasury Chief Reevess Statement (The Wall Street Journal)
Jan-13-25 09:15AM	Tradeweb Announces Date for Fourth Quarter 2024 Financial Results (Business Wire)
07:18AM	Dollar, U.S. 10-Year Treasury Yields Rise to 2-Year High After Strong Data Dim Rate-Cut Prospects (The Wall Street Journal)
05:42AM	10-Year Treasury Yield Hits Highest Level Since November 2023 (The Wall Street Journal)
Jan-10-25 07:12PM	Dell Stock Set to Benefit From AI and Cloud Applications, Analyst Says. Plus, Twilio, Tradeweb, and More. (Barrons.com)
03:47AM	Action Might Be Needed to Steady U.K. Gilt Market (The Wall Street Journal)
Jan-09-25 04:54AM	Rise in U.K. Gilt Yields Mirror Increase in U.S. Treasury Yields (The Wall Street Journal)
Jan-07-25 07:30AM	Tradeweb Reports December 2024 Total Trading Volume of $48.2 Trillion and Average Daily Volume of $2.18 Trillion (Business Wire)
04:32AM	Loading…
Dec-31-24 04:32AM	France Concerns Hamper Euro, Keep French-German Bond Yield Spreads Wide (The Wall Street Journal)
Dec-30-24 08:51AM	U.S. Treasury Yields Retreat From High Levels (Barrons.com)
Dec-20-24 09:02AM	Treasury Yields, Dollar Weaken as Prices Rise Less than Forecast (The Wall Street Journal)
04:06AM	Short-Dated Gilt Yields Fall After U.K. Retail Sales Data (The Wall Street Journal)
Dec-19-24 05:08AM	Euro Credit Default Swaps Rise Following Fed Interest-Rate Decision (The Wall Street Journal)
Dec-18-24 09:06AM	Treasury Yields Rise Ahead of Expected Fed Cut (The Wall Street Journal)
06:21AM	Investors Should Consider Gold, Bitcoin in Addition to Bonds, BlackRock Says (The Wall Street Journal)
03:52AM	Gilt Yields Edge Lower After U.K. Inflation Data (The Wall Street Journal)
Dec-17-24 07:30AM	Tradeweb Names Co-Heads of Global Markets (Business Wire)
04:28AM	Gilt Yields Climb Following Above-Forecast U.K. Labor Market Data (The Wall Street Journal)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire)
Dec-10-24 09:40PM	Is Tradeweb Markets Inc. (TW) Among the Best Aggressive Growth Stocks to Buy According to Hedge Funds? (Insider Monkey)
Dec-05-24 07:30AM	Tradeweb Reports November 2024 Total Trading Volume of $48.8 Trillion and Average Daily Volume of $2.35 Trillion (Business Wire)
Nov-25-24 04:49AM	Eurozone Bond Yields Trim Declines After German Ifo Data (The Wall Street Journal)
Nov-19-24 05:28AM	Goldman Sachs to explore spin off GS DAP technology (Private Banker International)
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05:28AM	Goldman Sachs explores to spin off GS DAP technology (Private Banker International)
05:28AM	Goldman Sachs explores spin off GS DAP technology (Private Banker International)
Nov-15-24 12:00PM	Tradeweb (TW) Upgraded to Buy: Here's What You Should Know (Zacks)
Nov-11-24 06:57AM	Tradeweb Expands Horizons With TSE Partnership, Boosting Access To Japanese ETFs (Benzinga)
02:00AM	Tradeweb and Tokyo Stock Exchange Collaborate to Expand Liquidity in Japanese ETFs (Business Wire)
Nov-06-24 07:30AM	Tradeweb Reports October 2024 Total Trading Volume of $54.7 Trillion and Average Daily Volume of $2.35 Trillion (Business Wire)
Oct-31-24 01:12PM	Tradeweb to extend trading hours the day after US election (Reuters)
03:10AM	Tradeweb Markets Inc (TW) Q3 2024 Earnings Call Highlights: Record Revenue Growth and Strategic ... (GuruFocus.com)
01:40AM	Q3 2024 Tradeweb Markets Inc Earnings Call (Thomson Reuters StreetEvents)
01:10AM	Decoding Tradeweb Markets Inc (TW): A Strategic SWOT Insight (GuruFocus.com)
Oct-30-24 03:00PM	Tradeweb Markets (TW) Q3 2024 Earnings Call Transcript (Motley Fool)
11:55AM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
09:30AM	Compared to Estimates, Tradeweb (TW) Q3 Earnings: A Look at Key Metrics (Zacks)
08:15AM	Tradeweb Markets (TW) Q3 Earnings and Revenues Miss Estimates (Zacks)
07:10AM	Tradeweb: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Tradeweb Reports Third Quarter 2024 Financial Results (Business Wire)
Oct-29-24 09:02AM	Tradeweb Markets Inc (TW) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-28-24 09:16AM	Stay Ahead of the Game With Tradeweb (TW) Q3 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Oct-23-24 12:45PM	Tradeweb (TW) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
10:01AM	Tradeweb Markets (TW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-15-24 07:30AM	WGBI to Incorporate Tradeweb FTSE Benchmark Closing Prices (Business Wire)
Oct-10-24 12:00PM	Tradeweb Markets (TW) Is Up 7.93% in One Week: What You Should Know (Zacks)
Oct-09-24 03:09AM	Tradeweb Shares Soaring (FX Empire)
Oct-04-24 06:18PM	Why Tradeweb Markets Stock Rocketed Nearly 5% Higher Today (Motley Fool)
11:15AM	Why Is Tradeweb Markets Stock Gaining Friday? (Benzinga)
07:30AM	Tradeweb Reports Record September 2024 Total Trading Volume of $56.1 Trillion and Record Average Daily Volume of $2.63 Trillion (Business Wire)
Oct-01-24 10:00AM	Tradeweb to Present at the Goldman Sachs 2024 U.S. Financial Services Conference (Business Wire)
Sep-27-24 08:49AM	Crowded trades may be the unintended consequence of AI in market: Tradeweb CEO (Yahoo Finance)
08:30AM	Tradeweb CEO reveals a big investor risk from AI revolution (Yahoo Finance Video)
Sep-26-24 09:00AM	Tradeweb Announces Date for Third Quarter 2024 Financial Results (Business Wire)
Sep-19-24 08:00AM	Daniel Maguire Appointed to Tradeweb Board of Directors (Business Wire)
Sep-18-24 04:53PM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
Sep-06-24 12:49PM	Profit Machine Tradeweb Faces Critical Test After Surprise Drop (Investor's Business Daily)
07:30AM	Tradeweb Reports Record August 2024 Total Trading Volume of $50.9 Trillion and Record Average Daily Volume of $2.21 Trillion (Business Wire)
Sep-05-24 05:53PM	Profit Machine Tradeweb Forms New Buy Zone (Investor's Business Daily)
Aug-14-24 10:10AM	Tradewebs Growing Business Sees Shares Rise (FX Empire)
Aug-13-24 07:20AM	Institutional Investors Embrace Next Wave of ETFs (ACCESSWIRE)
Aug-08-24 08:52AM	Institutional investors embrace next wave of ETFs (News Direct)
Aug-06-24 07:30AM	Tradeweb Reports July 2024 Total Trading Volume of $40.5 Trillion and Average Daily Volume of $1.82 Trillion (Business Wire)
Aug-01-24 04:15PM	Tradeweb Completes Acquisition of ICD (Business Wire)
Jul-26-24 01:15AM	Tradeweb Markets (TW) Q2 2024 Earnings Call Transcript (Motley Fool)
01:06AM	Decoding Tradeweb Markets Inc (TW): A Strategic SWOT Insight (GuruFocus.com)
Jul-25-24 01:37PM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
09:30AM	Tradeweb (TW) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
08:15AM	Tradeweb Markets (TW) Q2 Earnings Match Estimates (Zacks)
07:15AM	Tradeweb: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Tradeweb Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-22-24 11:45AM	Financial Markets Stock Climbs Ahead Of Earnings (Investor's Business Daily)
Jul-18-24 10:01AM	Tradeweb Markets (TW) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-09-24 03:00PM	Tradeweb Announces Date for Second Quarter 2024 Financial Results (Business Wire)
Jul-08-24 07:30AM	Tradeweb Reports June 2024 Total Trading Volume of $37.5 Trillion and Average Daily Volume of $1.94 Trillion (Business Wire)
Jul-01-24 06:16AM	You've Been Warned! 3 S&P 500 Stocks to Buy Now or Regret Forever. (InvestorPlace)
Jun-20-24 09:00AM	Tradeweb Announces Organizational Changes (Business Wire)
Jun-13-24 08:42AM	Tradeweb Launches Enhanced RFQ Functionality for Credit Markets (Business Wire)
Jun-10-24 08:00AM	Tradeweb and FTSE Russell Extend Benchmark Closing Prices to U.S. Treasury Markets (Business Wire)
Jun-06-24 07:30AM	Tradeweb Reports May 2024 Total Trading Volume of $41.7 Trillion and Average Daily Volume of $1.90 Trillion (Business Wire)
Jun-04-24 03:00AM	Tradeweb Becomes First Electronic Platform to Connect Repo and IRS Markets (Business Wire)
May-28-24 03:00PM	Tradeweb to Participate in Piper Sandler Global Exchange & Trading Conference (Business Wire)
May-23-24 07:00AM	The Post-CPI Playbook: 3 Stocks to Buy for Market-Beating Returns (InvestorPlace)
May-21-24 01:58PM	Electronic Credit Trading Approaching Inflection Point in IG (News Direct)
04:17AM	3 No-Brainer Growth Stocks to Buy With $1,000 Right Now (Motley Fool)
May-13-24 05:43PM	Tradeweb Markets Insider Sold Shares Worth $10,987,616, According to a Recent SEC Filing (MT Newswires)
May-10-24 03:49PM	IBD 50 Financial Stock KKR Nears Buy Point As Profits Climb (Investor's Business Daily)
May-09-24 02:45AM	Insider Sale: Scott Zucker Sells 2,517 Shares of Tradeweb Markets Inc (TW) (GuruFocus.com)
May-08-24 10:18AM	Financial AI Stock Tradeweb Markets Breaking Out This Week. Here's The Buy Point. (Investor's Business Daily)
May-06-24 07:30AM	Tradeweb Reports April 2024 Total Trading Volume of $41.9 Trillion and Average Daily Volume of $1.94 Trillion (Business Wire)
May-02-24 09:27AM	Analyzing Execution Quality in Portfolio Trading (News Direct)
May-01-24 08:31AM	Securitize announces $47 Million Strategic Funding Round led by BlackRock (PR Newswire)
Apr-30-24 09:46AM	Tradeweb Markets Inc. (NASDAQ:TW) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 03:53PM	Tradeweb Shares Attract Big Money (FX Empire)

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
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
Dixon Troy	Director	Aug 08 '24	Sale	113.64	2,486	282,511	1,323	Aug 12 04:19 PM
Yared Rana	Director	Aug 06 '24	Sale	110.08	1,627	179,108	1,323	Aug 08 04:07 PM
TROY DIXON	Director	Aug 08 '24	Proposed Sale	113.64	2,486	282,511		Aug 08 04:01 PM
RANA YARED	Director	Aug 06 '24	Proposed Sale	110.09	1,627	179,108		Aug 06 04:25 PM
Bruni Enrico	Managing Director, Europe/Asia	Jul 19 '24	Option Exercise	20.59	29,400	605,346	118,569	Jul 22 05:29 PM
Bruni Enrico	Managing Director, Europe/Asia	Jul 22 '24	Option Exercise	20.59	13,609	280,209	102,778	Jul 22 05:29 PM
Bruni Enrico	Managing Director, Europe/Asia	Jul 18 '24	Option Exercise	20.59	6,855	141,144	96,024	Jul 22 05:29 PM
Bruni Enrico	Managing Director, Europe/Asia	Jul 19 '24	Sale	109.39	29,400	3,215,936	89,169	Jul 22 05:29 PM
Bruni Enrico	Managing Director, Europe/Asia	Jul 22 '24	Sale	109.51	13,609	1,490,334	89,169	Jul 22 05:29 PM
Bruni Enrico	Managing Director, Europe/Asia	Jul 18 '24	Sale	109.34	6,855	749,547	89,169	Jul 22 05:29 PM
Bruni Enrico	Managing Director, Europe/Asia	May 31 '24	Option Exercise	20.59	116	2,388	89,285	Jun 04 04:07 PM
Bruni Enrico	Managing Director, Europe/Asia	Jun 03 '24	Option Exercise	20.59	20	412	89,189	Jun 04 04:07 PM
Bruni Enrico	Managing Director, Europe/Asia	May 31 '24	Sale	109.34	116	12,683	89,169	Jun 04 04:07 PM
Bruni Enrico	Managing Director, Europe/Asia	Jun 03 '24	Sale	109.30	20	2,186	89,169	Jun 04 04:07 PM
BERNS STEVEN	Director	May 20 '24	Sale	112.71	760	85,660	3,574	May 21 05:25 PM
Furber Sara	Chief Financial Officer	May 17 '24	Sale	112.49	13,165	1,480,985	83,424	May 21 05:25 PM
Hult William	Chief Executive Officer	May 09 '24	Option Exercise	20.59	51,000	1,050,090	280,191	May 13 05:32 PM
Hult William	Chief Executive Officer	May 10 '24	Option Exercise	20.59	47,000	967,730	276,191	May 13 05:32 PM
Hult William	Chief Executive Officer	May 09 '24	Sale	112.57	51,000	5,740,978	229,191	May 13 05:32 PM
Hult William	Chief Executive Officer	May 10 '24	Sale	111.63	47,000	5,246,638	229,191	May 13 05:32 PM
Zucker Scott	Chief Admin. and Risk Officer	May 07 '24	Sale	110.56	2,517	278,269	28,833	May 08 06:55 PM
Peterson Justin	Chief Technology Officer	Mar 25 '24	Sale	104.83	5,013	525,497	57,349	Mar 27 04:13 PM
Friedman Douglas	General Counsel and Secretary	Mar 20 '24	Sale	103.31	2,922	301,872	36,194	Mar 20 04:31 PM
Peterson Justin	Chief Technology Officer	Mar 11 '24	Sale	103.09	8,287	854,321	60,818	Mar 13 04:02 PM
Peterson Justin	Chief Technology Officer	Feb 29 '24	Option Exercise	20.59	10,000	205,900	79,105	Mar 04 04:03 PM
Peterson Justin	Chief Technology Officer	Feb 29 '24	Sale	105.48	10,000	1,054,766	69,105	Mar 04 04:03 PM
Friedman Douglas	General Counsel and Secretary	Feb 23 '24	Option Exercise	20.59	26,232	540,117	62,390	Feb 27 04:02 PM
Friedman Douglas	General Counsel and Secretary	Feb 23 '24	Sale	104.85	26,232	2,750,307	36,158	Feb 27 04:02 PM
Bruni Enrico	Managing Director, Europe/Asia	Feb 20 '24	Option Exercise	20.59	50,000	1,029,500	135,021	Feb 22 04:08 PM
Bruni Enrico	Managing Director, Europe/Asia	Feb 20 '24	Sale	102.21	21,145	2,161,281	85,021	Feb 22 04:08 PM
Bruni Enrico	Managing Director, Europe/Asia	Jan 29 '24	Option Exercise	20.59	580	11,942	53,296	Jan 31 04:14 PM
Bruni Enrico	Managing Director, Europe/Asia	Jan 29 '24	Sale	100.10	580	58,057	52,716	Jan 31 04:14 PM

Open in Screener

SNEX

StoneX Group Inc

Jan 17 • 04:00PM ET

105.01

Dollar change +0.78
Percentage change 0.75	%

Financial • Capital Markets • USA • NASD

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

| Held by: IJR VTI IWM AVUV VXF SPSM IWN DFAT RSMC IJS

Index	RUT	P/E	13.20	EPS (ttm)	7.95	Insider Own	13.30%	Shs Outstand	31.87M	Perf Week	6.51%
Market Cap	3.35B	Forward P/E	12.81	EPS next Y	8.20	Insider Trans	-2.48%	Shs Float	27.68M	Perf Month	6.57%
Income	251.70M	PEG	-	EPS next Q	2.17	Inst Own	80.03%	Short Float	1.57%	Perf Quarter	20.40%
Sales	99.89B	P/S	0.03	EPS this Y	0.15%	Inst Trans	3.48%	Short Ratio	2.42	Perf Half Y	32.22%
Book/sh	53.62	P/B	1.96	EPS next Y	1.49%	ROA	1.02%	Short Interest	0.43M	Perf Year	60.00%
Cash/sh	39.74	P/C	2.64	EPS next 5Y	-	ROE	16.30%	52W Range	61.68 - 106.77	Perf YTD	7.19%
Dividend Est.	-	P/FCF	5.95	EPS past 5Y	22.11%	ROI	9.20%	52W High	-1.65%	Beta	0.77
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	30.94%	Gross Margin	2.88%	52W Low	70.25%	ATR (14)	2.86
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	6.99%	Oper. Margin	1.53%	RSI (14)	60.46	Volatility	2.38% 2.88%
Employees	4500	Debt/Eq	6.60	Sales Y/Y TTM	64.14%	Profit Margin	0.25%	Recom	1.00	Target Price	119.00
Option/Short	Yes / Yes	LT Debt/Eq	0.60	EPS Q/Q	47.42%	Payout	0.00%	Rel Volume	0.98	Prev Close	104.23
Sales Surprise	5.19%	EPS Surprise	14.24%	Sales Q/Q	87.18%	Earnings	Nov 19 AMC	Avg Volume	179.85K	Price	105.01
SMA20	5.29%	SMA50	4.85%	SMA200	26.06%	Trades		Volume	175,393	Change	0.75%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-11-20	Initiated	Jefferies	Buy

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)
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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)
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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)
Nov-09-24 06:30AM	StoneX Group Withdraws CAB Payments Acquisition Proposal (TipRanks)
Oct-29-24 02:56PM	A Tariff War With China Might Be Good News for Brazils Crops (The Wall Street Journal)
08:00AM	StoneX Announces Election Trading Partnership Between FOREX.com and Kalshi (GlobeNewswire)
Oct-28-24 01:08PM	StoneX Expands with IIBX Membership, New Offices in Pune and Bengaluru, India (GlobeNewswire)
Oct-21-24 04:00PM	Rule 8 Announcement to Stockholders (GlobeNewswire)
Oct-09-24 12:26PM	StoneX completes acquisition of JBR Recovery's recycling and refining business, to deepen the company's end-to-end metals offering (GlobeNewswire)
Aug-30-24 02:50PM	Soy, Corn Extend Rebound From Lows Amid Signs of Bottoming Out (Bloomberg)
Aug-14-24 07:01AM	5 Largest Financial Services Companies in the US (Insider Monkey)
Aug-08-24 07:02PM	Insider Sale: CEO of Subsidiary Philip Smith Sells 4,000 Shares of StoneX Group Inc (SNEX) (GuruFocus.com)
Aug-06-24 04:15PM	StoneX Group Inc. Reports Fiscal 2024 Third Quarter Financial Results (GlobeNewswire)
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Jul-31-24 03:00PM	StoneX Group Inc. to Announce 2024 Fiscal Third Quarter Earnings on August 6, 2024 (GlobeNewswire)
Jul-19-24 12:45PM	Wheat Climbs as Investors Trim Bearish Bets Amid Crop Woes (Bloomberg)
Jun-13-24 02:45AM	Insider Sale: Chief Governance/Legal Officer Diego Rotsztain Sells Shares of StoneX Group Inc (SNEX) (GuruFocus.com)
Jun-11-24 01:28AM	Insider Sale: COO Xuong Nguyen Sells 19,988 Shares of StoneX Group Inc (SNEX) (GuruFocus.com)
Jun-03-24 03:33PM	Swiss Trader Sucafina to Buy Mercon Assets in Top Robusta Producer Vietnam (Bloomberg)
May-10-24 06:28PM	StoneX Group Inc. (NASDAQ:SNEX) Q2 2024 Earnings Call Transcript (Insider Monkey)
01:14PM	StoneX Group Inc. (SNEX) Q2 Earnings: Misses EPS Projections, Surpasses Revenue Expectations (GuruFocus.com)
09:15AM	StoneX Group Inc. (SNEX) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:50AM	StoneX Group (SNEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
May-08-24 04:17PM	StoneX Group Inc. Reports Fiscal 2024 Second Quarter Financial Results (GlobeNewswire)
May-03-24 09:40AM	Are Investors Undervaluing StoneX Group (SNEX) Right Now? (Zacks)
May-01-24 04:42PM	StoneX Group Inc. to Announce 2024 Fiscal Second Quarter Earnings on May 8, 2024 (GlobeNewswire)
Apr-24-24 10:01AM	StoneX Group Inc. (SNEX) Earnings Expected to Grow: What to Know Ahead of Q2 Release (Zacks)
08:50AM	Here's Why Momentum in StoneX Group (SNEX) Should Keep going (Zacks)
Apr-17-24 09:40AM	Is StoneX Group (SNEX) Stock Undervalued Right Now? (Zacks)
Apr-16-24 06:15AM	Cocoa Scarcity Distorts Grinding Datas Role as Guide of Demand (Bloomberg)
Apr-01-24 09:40AM	Is StoneX Group (SNEX) a Great Value Stock Right Now? (Zacks)
Mar-15-24 09:40AM	Should Value Investors Buy StoneX Group (SNEX) Stock? (Zacks)
Mar-01-24 04:15PM	StoneX Group Inc. Announces Closing of $550 Million of Senior Secured Notes due 2031 (GlobeNewswire)
08:50AM	Here's What Could Help StoneX Group Inc. (SNEX) Maintain Its Recent Price Strength (Zacks)
Feb-28-24 09:40AM	Are Investors Undervaluing StoneX Group (SNEX) Right Now? (Zacks)
Feb-15-24 05:21PM	StoneX Group Inc. Announces Pricing of $550 Million of Senior Secured Notes due 2031 (GlobeNewswire)
09:04AM	StoneX Group Inc. Announces Private Offering of $550 Million of Senior Secured Notes due 2031 (GlobeNewswire)
Feb-12-24 09:40AM	Should Value Investors Buy StoneX Group (SNEX) Stock? (Zacks)
Feb-08-24 08:38AM	StoneX Group Inc. (NASDAQ:SNEX) Q1 2024 Earnings Call Transcript (Insider Monkey)
Feb-06-24 05:17PM	StoneX Group Inc. Reports Notable 20% Increase in Operating Revenues for Fiscal 2024 Q1 (GuruFocus.com)
04:15PM	StoneX Group Inc. Reports Fiscal 2024 First Quarter Financial Results (GlobeNewswire)
Jan-30-24 05:26PM	StoneX Group Inc. to Announce 2024 Fiscal First Quarter Earnings on February 6, 2024 (GlobeNewswire)
10:00AM	StoneX Group Inc. (SNEX) Earnings Expected to Grow: What to Know Ahead of Q1 Release (Zacks)
07:39AM	StoneX Becomes Abaxx Exchange's First Clearing and Trading Member to Expand Market Offering (GlobeNewswire)
Dec-22-23 10:00AM	StoneX Announces Adoption of Swift's Payment Pre-validation Service (GlobeNewswire)
Nov-19-23 02:29PM	StoneX Group Inc. (NASDAQ:SNEX) Q4 2023 Earnings Call Transcript (Insider Monkey)
Nov-15-23 04:15PM	StoneX Group Inc. Reports Fiscal 2023 Fourth Quarter Financial Results (GlobeNewswire) -5.58%
Nov-08-23 04:30PM	StoneX Group Inc. to Announce 2023 Fiscal Fourth Quarter Earnings on November 15, 2023 (GlobeNewswire)
Nov-07-23 04:15PM	StoneX Announces a Three-for-Two Stock Split (GlobeNewswire)
Aug-02-23 04:15PM	StoneX Group Inc. Reports Fiscal 2023 Third Quarter Financial Results (GlobeNewswire) +7.54%
Jul-26-23 03:00PM	StoneX Group Inc. to Announce 2023 Fiscal Third Quarter Earnings on August 2, 2023 (GlobeNewswire)
Jul-08-23 10:46AM	StoneX Group (NASDAQ:SNEX) shareholders have earned a 9.0% CAGR over the last five years (Simply Wall St.)
Jun-21-23 08:00PM	SNEX: Lowering target price to $92.00 (Argus Research)
May-03-23 04:15PM	StoneX Group Inc. Reports Fiscal 2023 Second Quarter Financial Results (GlobeNewswire) -12.95%
Apr-27-23 04:12PM	StoneX Group Inc. to Announce 2023 Fiscal Second Quarter Earnings on May 3, 2023 (GlobeNewswire)
Apr-26-23 08:00PM	SNEX: Lowering target price to $101.00 (Argus Research)
Feb-07-23 04:15PM	StoneX Group Inc. Reports Fiscal 2023 First Quarter Financial Results (GlobeNewswire) +11.34%
Feb-01-23 02:15PM	StoneX Group Inc. to Announce 2023 Fiscal First Quarter Earnings on February 7, 2023 (GlobeNewswire)
Jan-04-23 06:54AM	Daily Vickers Top Buyers & Sellers for 01/04/2023 (Argus Research)
Dec-25-22 12:04PM	StoneX Group Inc. (NASDAQ:SNEX) Q4 2022 Earnings Call Transcript (Insider Monkey)
Nov-21-22 04:15PM	StoneX Group Inc. Reports Fiscal 2022 Fourth Quarter Financial Results (GlobeNewswire) +5.26%
Nov-16-22 10:21AM	StoneX Group Inc. to Announce 2022 Fiscal Fourth Quarter Earnings on November 21, 2022 (GlobeNewswire)
Nov-15-22 02:28PM	Futu Holdings ADR Stock Sees Rising Composite Ratings To 97 (Investor's Business Daily)
Nov-01-22 10:24PM	Extreme Heat Is Stressing Cows, Imperiling Global Dairy Supply (Bloomberg)
10:24PM	Cows Are Too Stressed Out to Keep Up With Global Dairy Demand (Bloomberg)
04:44AM	StoneX Expands Commodities Trading Business with Acquisition of Cotton Distributors Inc. (GlobeNewswire)
Oct-13-22 08:00AM	StoneX Becomes Member of the SWIFT Platform Partnership Program (PR Newswire)
Sep-22-22 09:46AM	StoneX Offers Clients Access to Environmental Options & Futures Contracts via Nodal Exchange (PR Newswire)
Sep-20-22 08:00AM	Distinguished Board Director and Former Fortune 100 CIO, Annabelle Bexiga Joins Quantexa Board of Directors (GlobeNewswire)
Sep-09-22 03:18PM	Holiday Baking Could Get Pricier as Butter Climbs to Record (Bloomberg)
Aug-03-22 05:35PM	Natural Gas Surges With US LNG Export Terminal Set for Fast Restart (Bloomberg)
04:15PM	StoneX Group Inc. Reports Fiscal 2022 Third Quarter Financial Results (GlobeNewswire)
Jul-27-22 02:57PM	StoneX Group Inc. Announces Date for 2022 Fiscal Third Quarter Earnings Conference Call (GlobeNewswire)
Jul-26-22 09:12AM	StoneX Launches Institutional Credit Offering in Asia (PR Newswire)
Jul-25-22 08:00PM	StoneX Launches Institutional Credit Offering in Asia (PR Newswire)
Jun-13-22 05:24AM	City Index Announces Rebrand, Real-time Performance Analytics Function for UK Traders (Business Wire)
Jun-08-22 08:00AM	StoneX Group Launches StoneX Digital LLC (PR Newswire)
May-17-22 08:00AM	StoneX Executes First Bitcoin Cash-Settled Swap (PR Newswire)
May-15-22 10:37AM	What You Need To Know About StoneX Group Inc.'s (NASDAQ:SNEX) Investor Composition (Simply Wall St.)
May-04-22 04:15PM	StoneX Group Inc. Reports Fiscal 2022 Second Quarter Financial Results (GlobeNewswire) +6.73%
Apr-27-22 04:15PM	StoneX Group Inc. Announces New Three-Year Credit Facility (GlobeNewswire)
03:00PM	StoneX Group Inc. Announces Date for 2022 Fiscal Second Quarter Earnings Conference Call (GlobeNewswire)
Apr-08-22 08:50AM	What Makes StoneX Group Inc. (SNEX) a Good Fit for "Trend Investing" (Zacks)
Mar-23-22 08:50AM	Here's What Could Help StoneX Group Inc. (SNEX) Maintain Its Recent Price Strength (Zacks)

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
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
FOWLER JOHN MOORE	Director	Sep 03 '24	Sale	81.66	600	48,996	83,027	Sep 05 04:18 PM
FOWLER JOHN MOORE	Director	Sep 03 '24	Proposed Sale	81.66	600	48,996		Sep 03 10:40 AM
Nguyen Xuong	Former Officer	Aug 19 '24	Proposed Sale	82.00	35,000	2,870,000		Aug 19 04:37 PM
Nguyen Xuong	Former officer	Aug 15 '24	Proposed Sale	79.95	40,000	3,197,911		Aug 15 04:09 PM
Smith Philip Andrew	Subsidiary CEO	Aug 07 '24	Sale	75.89	4,000	303,559	221,898	Aug 08 04:21 PM
Nguyen Xuong	Retired Officer	Jul 15 '24	Option Exercise	30.00	8,091	242,730	68,907	Jul 16 04:34 PM
Nguyen Xuong	Retired Officer	Jul 15 '24	Sale	80.00	8,091	647,280	60,816	Jul 16 04:34 PM
FOWLER JOHN MOORE	Director	Jul 12 '24	Sale	79.26	400	31,705	2,000	Jul 15 05:28 PM
Rotsztain Diego	Chief Governance/Legal Officer	Jun 13 '24	Sale	70.63	5,382	380,130	23,078	Jun 14 05:25 PM
Rotsztain Diego	Chief Governance/Legal Officer	Jun 10 '24	Sale	72.03	1,420	102,287	28,460	Jun 12 04:26 PM
Nguyen Xuong	Chief Operating Officer	Jun 07 '24	Sale	75.04	19,988	1,499,916	60,816	Jun 10 04:29 PM
Rotsztain Diego	Chief Governance/Legal Officer	Jun 06 '24	Sale	73.50	1,090	80,115	29,880	Jun 10 04:26 PM
Nguyen Xuong	Chief Operating Officer	Jun 03 '24	Sale	75.00	12	900	80,804	Jun 04 08:10 PM
FOWLER JOHN MOORE	Director	Jun 03 '24	Sale	75.34	600	45,204	83,462	Jun 04 06:16 AM
Lyon Charles M	Subsidiary President and CEO	May 17 '24	Option Exercise	30.00	5,621	168,630	67,178	May 21 04:37 PM
Lyon Charles M	Subsidiary President and CEO	May 20 '24	Option Exercise	30.00	4,016	120,480	65,573	May 21 04:37 PM
Lyon Charles M	Subsidiary President and CEO	May 17 '24	Sale	75.54	5,621	424,610	61,557	May 21 04:37 PM
Lyon Charles M	Subsidiary President and CEO	May 20 '24	Sale	74.02	4,016	297,245	61,557	May 21 04:37 PM
Smith Philip Andrew	Subsidiary CEO	May 15 '24	Sale	75.18	8,000	601,430	225,898	May 17 04:45 PM
Nguyen Xuong	Chief Operating Officer	May 09 '24	Option Exercise	30.00	6,909	207,270	87,725	May 13 04:18 PM
Nguyen Xuong	Chief Operating Officer	May 09 '24	Sale	80.00	6,909	552,720	80,816	May 13 04:18 PM
PARTHEMORE ERIC	Director	May 03 '24	Sale	74.67	2,250	168,008	18,860	May 06 04:33 PM
Smith Philip Andrew	Subsidiary CEO	Mar 21 '24	Sale	69.73	7,000	488,142	233,898	Mar 25 04:33 PM
BRANCH SCOTT J	Retired Director	Mar 13 '24	Sale	67.29	7,500	504,697	512,434	Mar 15 08:51 AM
Lyon Charles M	Subsidiary President and CEO	Mar 12 '24	Option Exercise	30.00	6,787	203,610	68,344	Mar 14 08:28 AM
Lyon Charles M	Subsidiary President and CEO	Mar 12 '24	Sale	67.52	6,787	458,285	61,557	Mar 14 08:28 AM
Lyon Charles M	Subsidiary President and CEO	Mar 08 '24	Option Exercise	30.00	10,338	310,140	71,895	Mar 12 09:09 AM
Lyon Charles M	Subsidiary President and CEO	Mar 11 '24	Option Exercise	30.00	7,858	235,740	69,415	Mar 12 09:09 AM
Lyon Charles M	Subsidiary President and CEO	Mar 08 '24	Sale	68.53	10,338	708,428	61,557	Mar 12 09:09 AM
Lyon Charles M	Subsidiary President and CEO	Mar 11 '24	Sale	68.11	7,858	535,225	61,557	Mar 12 09:09 AM
Lyon Charles M	Subsidiary President and CEO	Mar 06 '24	Option Exercise	30.00	9,178	275,340	70,735	Mar 08 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 07 '24	Option Exercise	30.00	6,998	209,940	68,555	Mar 08 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 06 '24	Sale	68.22	9,178	626,099	61,557	Mar 08 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 07 '24	Sale	68.59	6,998	479,970	61,557	Mar 08 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 05 '24	Option Exercise	30.00	15,141	454,230	76,698	Mar 06 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 04 '24	Option Exercise	30.00	4,852	145,560	66,409	Mar 06 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 05 '24	Sale	68.68	15,141	1,039,829	61,557	Mar 06 04:29 PM
Lyon Charles M	Subsidiary President and CEO	Mar 04 '24	Sale	68.62	4,852	332,949	61,557	Mar 06 04:29 PM
FOWLER JOHN MOORE	Director	Mar 01 '24	Sale	68.94	600	41,364	83,878	Mar 04 05:21 PM
Lyon Charles M	President and CEO - subsidiary	Feb 13 '24	Option Exercise	30.00	15,552	466,560	77,109	Feb 14 04:38 PM
Lyon Charles M	President and CEO - subsidiary	Feb 13 '24	Sale	65.11	15,552	1,012,530	61,557	Feb 14 04:38 PM
Lyon Charles M	President and CEO - subsidiary	Feb 12 '24	Sale	67.29	3,659	246,203	61,557	Feb 14 04:38 PM
BRANCH SCOTT J	Director	Feb 07 '24	Sale	63.87	7,500	479,005	519,934	Feb 09 04:37 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 SPY IVV USMV VTV XLF RSP VOE

Index	S&P 500	P/E	26.53	EPS (ttm)	7.34	Insider Own	0.44%	Shs Outstand	104.68M	Perf Week	2.01%
Market Cap	20.39B	Forward P/E	21.60	EPS next Y	9.02	Insider Trans	-4.23%	Shs Float	104.23M	Perf Month	-0.44%
Income	776.20M	PEG	2.88	EPS next Q	2.13	Inst Own	89.83%	Short Float	2.30%	Perf Quarter	-7.55%
Sales	3.96B	P/S	5.15	EPS this Y	10.73%	Inst Trans	1.91%	Short Ratio	2.54	Perf Half Y	5.89%
Book/sh	40.20	P/B	4.84	EPS next Y	4.42%	ROA	9.44%	Short Interest	2.39M	Perf Year	4.09%
Cash/sh	7.30	P/C	26.70	EPS next 5Y	9.21%	ROE	19.41%	52W Range	166.13 - 221.66	Perf YTD	-0.32%
Dividend Est.	2.35 (1.20%)	P/FCF	22.47	EPS past 5Y	13.65%	ROI	13.40%	52W High	-12.13%	Beta	0.68
Dividend TTM	2.36 (1.21%)	Quick Ratio	-	Sales past 5Y	11.97%	Gross Margin	48.24%	52W Low	17.25%	ATR (14)	4.11
Dividend Ex-Date	Nov 29, 2024	Current Ratio	-	EPS Y/Y TTM	10.59%	Oper. Margin	29.72%	RSI (14)	46.29	Volatility	2.12% 1.98%
Employees	1647	Debt/Eq	0.38	Sales Y/Y TTM	3.84%	Profit Margin	19.62%	Recom	2.80	Target Price	207.94
Option/Short	Yes / Yes	LT Debt/Eq	0.38	EPS Q/Q	5.97%	Payout	29.44%	Rel Volume	0.71	Prev Close	193.92
Sales Surprise	0.29%	EPS Surprise	1.25%	Sales Q/Q	16.16%	Earnings	Feb 07 BMO	Avg Volume	940.06K	Price	194.78
SMA20	0.31%	SMA50	-3.08%	SMA200	0.67%	Trades		Volume	667,509	Change	0.44%

Date	Action	Analyst	Rating Change	Price Target Change
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
Oct-12-22	Initiated	Citigroup	Neutral	$130
Sep-30-22	Upgrade	Goldman	Sell → Neutral	$120 → $126
Aug-17-22	Initiated	Rosenblatt	Buy	$153

Show Previous Ratings

Jan-15-25 09:00AM	Cboe Unveils New Brand for Exchange Technology Platform, Marking New Chapter in Technology Innovation and Growth (PR Newswire)
Jan-10-25 07:05AM	Cboe Global Markets initiated with a Market Perform at William Blair (TipRanks)
Jan-08-25 12:10PM	Will CBOE (CBOE) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-07-25 11:30AM	Cboe Global Markets and Metaurus Advisors, LLC Collaborate on New U.S. Equity Index, First of Four in Planned Dispersion Product Suite (PR Newswire)
Jan-06-25 04:38PM	Cboe Global Markets Reports Trading Volume for December and Full Year 2024 (PR Newswire)
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Jan-03-25 03:14PM	Zero-Day Options Are Most Popular on S&P 500 as Dominance Grows (Bloomberg)
Dec-30-24 03:36PM	NYSE, Nasdaq Intend to Shut on Jan. 9 in Memory of Jimmy Carter (The Wall Street Journal)
03:36PM	Major Exchanges to Close Jan. 9 to Honor Death of Jimmy Carter (The Wall Street Journal)
02:00PM	Cboe Global Markets to Close its U.S. Markets January 9 in Honor of National Day of Mourning for Former President Jimmy Carter (PR Newswire)
Dec-28-24 05:30AM	A Thrill-Seeking Trade Amps Up Heading Into 2025 (The Wall Street Journal)
Dec-10-24 05:30PM	Cboe Global Markets Announces Date of Fourth-Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Dec-04-24 04:30PM	Cboe Global Markets Reports Trading Volume for November 2024 (PR Newswire)
Dec-03-24 04:30PM	Cboe Global Markets to Present at the Goldman Sachs 2024 U.S. Financial Services Conference on December 11 (PR Newswire)
Nov-25-24 03:00AM	Cboe Clear Europe Secures Regulatory Approval to Launch Securities Financing Transactions Clearing (PR Newswire)
Nov-22-24 11:32AM	Cboe to Launch Cash-Settled Bitcoin ETF Options as Crypto Booms (Bloomberg)
10:11AM	Loading…
10:11AM	Cboe to Launch the First Cash-Settled Options Product Related to Spot Bitcoin, Beginning Monday, December 2 (PR Newswire)
Nov-19-24 02:35AM	Cboe Conducts First European Retail Investor Survey; Indicates Strong Demand for European Equity Options and Trusted Financial Education (PR Newswire)
Nov-11-24 12:49PM	Cboe Upgraded To Buy: Deutsche Bank Sees Strong Revenue Growth And Margin Gains Through 2025 (Benzinga)
Nov-06-24 01:42PM	Cboe Faces Downgrade: Analyst Warns Of Earnings Risks Amid Valuation Concerns And Sluggish Volume (Benzinga) -5.09%
Nov-05-24 04:30PM	Cboe Global Markets Reports Trading Volume for October 2024 (PR Newswire)
Nov-02-24 03:01AM	Cboe Global Markets Inc (CBOE) Q3 2024 Earnings Call Highlights: Record Revenue Growth and ... (GuruFocus.com)
01:02AM	Decoding Cboe Global Markets Inc (CBOE): A Strategic SWOT Insight (GuruFocus.com)
12:01AM	Q3 2024 Cboe Global Markets Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-01-24 10:00AM	CBOE (CBOE) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:40AM	CBOE Global (CBOE) Q3 Earnings and Revenues Top Estimates (Zacks)
07:41AM	CBOE: Q3 Earnings Snapshot (Associated Press Finance)
07:36AM	Cboe beats third-quarter profit estimates on strong hedging activity (Reuters)
07:30AM	Cboe Global Markets Reports Results for Third Quarter 2024 (PR Newswire)
Oct-31-24 03:34PM	Nasdaq and Cboe Challenge SEC Over New Stock Trading Rule (Bloomberg)
Oct-29-24 09:15AM	Countdown to CBOE (CBOE) Q3 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
03:07AM	Loading…
03:07AM	Aquis Exchange and Cboe Europe to Launch SimpliCT to Explore Bid for EU Equities Consolidated Tape (PR Newswire)
Oct-25-24 04:30PM	Cboe Global Markets Declares Fourth-Quarter 2024 Dividend (PR Newswire)
10:00AM	CBOE Global (CBOE) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-22-24 08:30AM	Delisting of Securities of Vocodia Holdings Corp and SinglePoint Inc. from Cboe BZX Exchange, Inc. (PR Newswire)
Oct-21-24 03:24PM	Cboe Shares Near Buy Point As 2024 Election Promises Volatility (Investor's Business Daily)
12:02PM	The SEC greenlit Bitcoin ETF options trading. Here come the big fish (Quartz)
Oct-18-24 05:35PM	NYSE, Cboe Win SEC Approval for Bitcoin ETF Options (CoinDesk)
11:50AM	The top 2 lessons all options traders should know: Cboe CEO (Yahoo Finance Video)
Oct-17-24 12:12PM	Cboe CEO Says Firm Still Has Appetite for Deal at Right Price (Bloomberg)
09:50AM	Here's Why CBOE Global (CBOE) is a Strong Momentum Stock (Zacks)
08:00AM	Cboe Global Markets and S&P Dow Jones Indices Plan to Launch New Cboe S&P 500 Constituent Volatility Index (VIXEQ) (PR Newswire)
Oct-16-24 06:35PM	Robinhood to Offer Cboe's Index Options, Expanding Retail Access (PR Newswire)
Oct-15-24 07:41AM	Cboe Global Markets price target raised to $227 from $209 at Oppenheimer (TipRanks)
Oct-11-24 12:10PM	Will CBOE (CBOE) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-09-24 04:30PM	Cboe to Launch Options on VIX Futures on Monday, October 14 (PR Newswire)
Oct-07-24 10:00AM	Precidian to List First ADRhedged Securities in the U.S. on Cboe, Providing Exposure to Individual International Companies with an Embedded Currency Hedge (PR Newswire)
Oct-05-24 09:38AM	Broadcom, Cava Lead Five Stocks Near Buy Points (Investor's Business Daily)
Oct-03-24 04:30PM	Cboe Global Markets Reports Trading Volume for September 2024 (PR Newswire)
04:09PM	Market Cools As New Half-Point Rate-Cut Chances Dim, But 3 Growth Stocks Hit Buy Points (Live Coverage) (Investor's Business Daily)
01:52PM	Small Caps, Nasdaq, China Stocks Cool Off In Stock Market Today, But 3 Growth Stocks Hit Buy Points (Live Coverage) (Investor's Business Daily)
Sep-30-24 04:30PM	Cboe Global Markets Announces Date of Third-Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Sep-11-24 01:00PM	Cboe to Launch New Cboe S&P 500 Variance Futures on Monday, September 23 (PR Newswire)
Sep-06-24 07:19PM	Insider Sale at Cboe Global Markets Inc (CBOE) by EVP, CFO Jill Griebenow (GuruFocus.com)
Sep-05-24 07:28PM	CBOE Starts Platform for Trading Private Company Shares (Bloomberg)
07:01PM	Insider Sale at Cboe Global Markets Inc (CBOE): EVP, COO Christopher Isaacson Sells 6,000 Shares (GuruFocus.com)
04:30PM	Cboe Global Markets Reports Trading Volume for August 2024 (PR Newswire)
Sep-04-24 04:30PM	Cboe Global Markets to Present at the Barclays Global Financial Services Conference on September 9 (PR Newswire)
Sep-02-24 04:00AM	Cboe Europe Secures Support of Key Participants for Launch of Cboe BIDS VWAP-X Service (PR Newswire)
Aug-28-24 09:50AM	Why CBOE Global (CBOE) is a Top Momentum Stock for the Long-Term (Zacks)
Aug-26-24 07:00PM	Insider Sale: Director Jennifer Mcpeek Sells Shares of Cboe Global Markets Inc (CBOE) (GuruFocus.com)
Aug-20-24 01:02AM	VanEcks Head of Research: Solana ETF Still in the Works Despite Cboe Filing Removal (CoinMarketCap)
Aug-19-24 10:01AM	Cboe Global (CBOE) Raises Dividend, Ups Share Buyback Capacity (Zacks)
Aug-16-24 04:30PM	Cboe Global Markets Announces Increase in Share Repurchase Authorization; Declares Increased Third-Quarter 2024 Dividend (PR Newswire)
Aug-12-24 11:00AM	Cboe Global Markets Begins Publishing VIXTLT Index on August 12, 2024 (PR Newswire)
Aug-09-24 07:01PM	Insider Sale: EVP Catherine Clay Sells Shares of Cboe Global Markets Inc (CBOE) (GuruFocus.com)
Aug-08-24 08:37AM	Wall Street Engineers Invent a New Head-Spinning Options Trade (Bloomberg)
Aug-07-24 09:00AM	Cboe Announces Planned Launch of Options on VIX Futures, Further Expanding Volatility Product Suite (PR Newswire)
Aug-06-24 07:20PM	Insider Sale: EVP, Global President Dave Howson Sells 5,073 Shares of Cboe Global Markets Inc (CBOE) (GuruFocus.com)
Aug-05-24 04:30PM	Cboe Global Markets Reports Trading Volume for July 2024 (PR Newswire)
11:43AM	3 Safety Trades Holding Up and 2 to Avoid (Barrons.com)
Aug-03-24 05:39AM	Q2 2024 Cboe Global Markets Inc Earnings Call (Thomson Reuters StreetEvents)
01:08AM	Decoding Cboe Global Markets Inc (CBOE): A Strategic SWOT Insight (GuruFocus.com)
Aug-02-24 10:30AM	CBOE (CBOE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
10:12AM	Cboe Global (CBOE) Q2 Earnings Surpass Estimates, Improve Y/Y (Zacks)
08:40AM	CBOE Global (CBOE) Beats Q2 Earnings Estimates (Zacks)
07:36AM	CBOE: Q2 Earnings Snapshot (Associated Press Finance)
07:36AM	Cboe's quarterly profit beats estimates as investors crank up hedging activity (Reuters)
07:30AM	Cboe Global Markets Reports Results for Second Quarter 2024 (PR Newswire)
Jul-30-24 09:28AM	Will Cboe Global's (CBOE) Beat Streak Continue in Q2 Earnings? (Zacks)
09:15AM	Curious about CBOE (CBOE) Q2 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Jul-29-24 07:01PM	Insider Sale at Cboe Global Markets Inc (CBOE): EVP, Global President Dave Howson Sells Shares (GuruFocus.com)
Jul-26-24 10:00AM	CBOE Global (CBOE) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-24-24 07:01PM	Insider Sale: EVP, Global President Dave Howson Sells 2,500 Shares of Cboe Global Markets Inc (CBOE) (GuruFocus.com)
Jul-23-24 09:50AM	Here's Why CBOE Global (CBOE) is a Strong Momentum Stock (Zacks)
Jul-22-24 08:00AM	Cboe Announces Planned Launch of New Cboe S&P 500 Variance Futures (PR Newswire)
07:30AM	Cboe to Offer Traders Another Way to Hedge S&P 500 Swings (Bloomberg)
01:49AM	Cboe Confirms Spot Ethereum ETFs Will Start Trading on July 23 (CoinMarketCap)
Jul-10-24 12:10PM	Will CBOE (CBOE) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-09-24 03:26PM	VanEck and 21Shares file for Solana ETFsa bet on a Trump victory (Fortune)
03:00PM	Cboe Global Markets Announces Winners of the 2024 Options Institute Research Grant Program, Sponsored by S&P Dow Jones Indices and SpiderRock Advisors (PR Newswire)
Jul-08-24 05:34PM	VanEck, 21Shares Solana ETF Plan Confirmed in Cboe Filing (CoinDesk)
05:25PM	Cboe files for SEC approval to list Solana ETFs, starts clock for required decision (Reuters)
09:38AM	Cboes Past CEO Tilly Joins $2 Billion Fintech Clear Street (Bloomberg)
03:53AM	Cboe Europe Announces Launch of Cboe BIDS VWAP-X, New Service Enabling Trading at VWAP Price (PR Newswire)
Jul-03-24 01:30PM	Cboe Global Markets Reports Trading Volume for June 2024 (PR Newswire)
Jul-02-24 04:30PM	Cboe Global Markets Announces Date of Second-Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Jul-01-24 09:11AM	Traders Are Flocking to Risky Zero-Dated Options. You Can Go Completely Broke. (Barrons.com)
Jun-28-24 07:21PM	Wall Streets Hottest Lottery Ticket: Zero-Dated Options (Barrons.com)
Jun-25-24 07:00PM	Insider Sale: EVP, COO Christopher Isaacson Sells 6,000 Shares of Cboe Global Markets Inc (CBOE) (GuruFocus.com)
Jun-19-24 12:30PM	Here's Why Hold Strategy is Apt for Cboe Global (CBOE) Stock (Zacks)

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
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
Griebenow Jill	EVP, CFO	Sep 04 '24	Sale	213.33	1,622	346,021	8,844	Sep 06 04:30 PM
Isaacson Christopher A	EVP, COO	Sep 03 '24	Sale	204.89	6,000	1,229,340	39,855	Sep 05 04:30 PM
Griebenow Jill	Officer	Sep 04 '24	Proposed Sale	213.33	1,622	346,021		Sep 04 11:24 AM
Isaacson Christopher A	Officer	Sep 03 '24	Proposed Sale	204.89	6,000	1,229,340		Sep 03 12:25 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Aug 26 '24	Sale	213.49	74	15,798	83	Aug 28 04:30 PM
Wilkinson Allen	Officer	Aug 26 '24	Proposed Sale	213.49	74	15,798		Aug 26 04:48 PM
McPeek Jennifer J	Director	Aug 22 '24	Sale	206.11	2,000	412,220	5,109	Aug 26 04:31 PM
McPeek Jennifer J	Director	Aug 22 '24	Proposed Sale	206.10	2,000	412,209		Aug 22 05:47 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Aug 19 '24	Option Exercise	204.59	105	21,482	188	Aug 21 04:32 PM
Foley Stephanie	EVP, CHRO	Aug 19 '24	Option Exercise	204.59	356	72,834	954	Aug 21 04:31 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Aug 07 '24	Sale	203.23	600	121,937	4,328	Aug 09 04:30 PM
Clay Catherine R	Officer	Aug 07 '24	Proposed Sale	203.23	600	121,937		Aug 07 04:10 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Aug 02 '24	Sale	192.16	5,073	974,851	7,573	Aug 06 04:30 PM
Howson Dave	Officer	Aug 02 '24	Proposed Sale	192.16	5,073	974,850		Aug 02 05:35 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Jul 25 '24	Sale	188.22	2,392	450,224	12,681	Jul 29 04:36 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Jul 26 '24	Sale	188.14	35	6,585	12,646	Jul 29 04:36 PM
Howson Dave	Officer	Jul 26 '24	Proposed Sale	188.14	35	6,585		Jul 26 04:46 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Jul 22 '24	Sale	186.67	2,500	466,675	15,073	Jul 24 04:35 PM
Isaacson Christopher A	EVP, COO	Jun 21 '24	Sale	175.00	6,000	1,050,000	51,855	Jun 25 04:37 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	May 13 '24	Option Exercise	182.15	484	88,161	5,140	May 15 04:43 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	May 09 '24	Sale	185.06	1,100	203,566	4,656	May 13 04:37 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Mar 11 '24	Sale	184.94	275	50,858	83	Mar 13 04:33 PM
Sexton John P	EVP, GC AND CORP SEC	Mar 11 '24	Sale	185.00	6,968	1,289,080	16,569	Mar 13 04:32 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 19 '24	Option Exercise	186.69	9,734	1,817,240	24,519	Feb 22 04:48 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 20 '24	Sale	186.96	5,322	995,001	17,573	Feb 22 04:48 PM
Griebenow Jill	EVP, CFO	Feb 19 '24	Option Exercise	186.69	2,933	547,562	10,723	Feb 22 04:46 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 19 '24	Option Exercise	186.69	551	102,866	442	Feb 22 04:44 PM
Sexton John P	EVP, GC AND CORP SEC	Feb 19 '24	Option Exercise	186.69	3,266	609,730	24,119	Feb 22 04:43 PM
Isaacson Christopher A	EVP, COO	Feb 19 '24	Option Exercise	186.69	8,620	1,609,268	64,203	Feb 22 04:38 PM
Inzirillo Adam	EVP, DATA AND ACCESS SOLUTIONS	Feb 19 '24	Option Exercise	186.69	2,583	482,220	1,680	Feb 22 04:36 PM
Foley Stephanie	EVP, CHRO	Feb 19 '24	Option Exercise	186.69	652	121,722	858	Feb 22 04:35 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 19 '24	Option Exercise	186.69	2,724	508,544	6,074	Feb 22 04:33 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 09 '24	Sale	183.88	8,314	1,528,778	17,573	Feb 13 05:01 PM

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

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

Index	S&P 500	P/E	47.09	EPS (ttm)	1.67	Insider Own	28.34%	Shs Outstand	574.74M	Perf Week	3.89%
Market Cap	45.31B	Forward P/E	24.92	EPS next Y	3.16	Insider Trans	-20.87%	Shs Float	411.85M	Perf Month	-2.03%
Income	959.00M	PEG	5.27	EPS next Q	0.75	Inst Own	66.97%	Short Float	1.00%	Perf Quarter	6.87%
Sales	7.02B	P/S	6.46	EPS this Y	-0.40%	Inst Trans	-0.09%	Short Ratio	1.59	Perf Half Y	26.17%
Book/sh	19.26	P/B	4.09	EPS next Y	12.60%	ROA	3.49%	Short Interest	4.11M	Perf Year	40.49%
Cash/sh	0.54	P/C	147.10	EPS next 5Y	8.94%	ROE	10.94%	52W Range	54.90 - 83.77	Perf YTD	1.97%
Dividend Est.	0.94 (1.19%)	P/FCF	30.99	EPS past 5Y	18.00%	ROI	4.60%	52W High	-5.90%	Beta	0.99
Dividend TTM	0.94 (1.19%)	Quick Ratio	-	Sales past 5Y	9.95%	Gross Margin	56.34%	52W Low	43.59%	ATR (14)	1.34
Dividend Ex-Date	Dec 06, 2024	Current Ratio	-	EPS Y/Y TTM	-25.14%	Oper. Margin	26.92%	RSI (14)	54.16	Volatility	1.23% 1.65%
Employees	8525	Debt/Eq	0.93	Sales Y/Y TTM	16.95%	Profit Margin	13.67%	Recom	1.71	Target Price	88.71
Option/Short	Yes / Yes	LT Debt/Eq	0.88	EPS Q/Q	-11.18%	Payout	41.29%	Rel Volume	1.05	Prev Close	78.39
Sales Surprise	0.83%	EPS Surprise	6.71%	Sales Q/Q	31.08%	Earnings	Jan 29 BMO	Avg Volume	2.59M	Price	78.83
SMA20	1.65%	SMA50	-0.41%	SMA200	13.76%	Trades		Volume	2,714,612	Change	0.56%

Date	Action	Analyst	Rating Change	Price Target Change
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
Oct-14-22	Downgrade	BofA Securities	Buy → Underperform	$65 → $58
Oct-12-22	Initiated	Citigroup	Neutral	$62
Oct-06-22	Upgrade	JP Morgan	Neutral → Overweight	$70

Show Previous Ratings

Jan-15-25 02:00AM	Novobanco Expands Technology Partnership with Nasdaq Calypso to Simplify its Capital Market Operations (GlobeNewswire)
Jan-10-25 05:13PM	Delisting of Securities of BIMI International Medical Inc.; The Dixie Group, Inc.; Clover Leaf Capital Corp.; Focus Impact BH3 Acquisition Company; Forza X1, Inc.; Vertex Energy, Inc; Slam Corp.; and HHG Capital Corporation from The Nasdaq Stock Market (GlobeNewswire)
04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date December 31, 2024 (GlobeNewswire)
07:50AM	Nasdaq price target raised to $84 from $83 at Raymond James (TipRanks)
Jan-08-25 04:05PM	Nasdaq Reports December 2024 Volumes and 4Q24 Statistics (GlobeNewswire)
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Jan-02-25 04:05PM	Nasdaq to Hold Fourth Quarter and Full Year 2024 Investor Conference Call (GlobeNewswire)
Dec-31-24 03:48AM	Kicking Off 2025: 1Q Preview with IPO Edge & CorpGov (IPO-Edge.com)
Dec-30-24 10:25AM	A Look Back: The Best of 2024 at IPO Edge & CorpGov (IPO-Edge.com)
10:00AM	Nasdaq Announces the Closure of its U.S. Markets in Honor of a National Day of Mourning for Former President Jimmy Carter (GlobeNewswire)
Dec-24-24 02:40PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date December 13, 2024 (GlobeNewswire)
Dec-17-24 07:30PM	Hong Kong Watchdog Searches Finance Firms' Offices in Listings Probe (Bloomberg)
03:28PM	Megacap Tech Stocks Have Gotten Too Big for Nasdaq 100 Again (Bloomberg)
08:05AM	Nasdaq Welcomed 171 IPOs in 2024 (GlobeNewswire)
Dec-14-24 12:00PM	Palantir Stock Is Joining the Nasdaq-100 Index, and Super Micro Computer Is Being Booted: What Investors Should Know (Motley Fool)
Dec-13-24 08:00PM	Annual Changes to the Nasdaq-100 Index (GlobeNewswire)
03:30PM	Loading…
03:30PM	Death of Nasdaq Diversity Rule Signals More Trouble for DEI (Bloomberg)
Dec-10-24 04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date November 29, 2024 (GlobeNewswire)
Dec-06-24 06:14PM	Super Micro Receives Extension From Nasdaq Until February (Bloomberg)
Dec-05-24 04:05PM	Nasdaq CFO Sarah Youngwood to Present at the Goldman Sachs U.S. Financial Services Conference (GlobeNewswire)
Dec-03-24 02:30AM	Nasdaq Study Shows Firms Turning to AI and Data Scientists to Enhance Regulatory Compliance (GlobeNewswire)
Dec-02-24 04:05PM	Nasdaq Reports November 2024 Volumes (GlobeNewswire)
09:00AM	Nasdaq Stockholm Streamlines Dual Listing Process for US-Listed Companies to access European markets (GlobeNewswire)
Nov-26-24 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date November 15, 2024 (GlobeNewswire)
07:45AM	Nasdaq initiated with Outperform on favorable growth at William Blair (TipRanks)
Nov-22-24 04:05PM	Super Micro Investors Whiplashed as Tech Firm Fights for Listing (Bloomberg)
Nov-18-24 04:54PM	Nasdaq Poised to List Spot-Bitcoin ETF Options as Crypto Assets Rally (Bloomberg)
Nov-11-24 04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date October 31, 2024 (GlobeNewswire)
Nov-08-24 08:00PM	AppLovin Corporation to Join the Nasdaq-100 Index Beginning November 18, 2024 (GlobeNewswire)
Nov-05-24 04:15PM	Nasdaq Executives to Present at Upcoming Investor Conferences (GlobeNewswire)
01:54PM	Super Micro Faces Potential Delisting, S&P 500 Removal Amid Auditor Woes (Bloomberg)
04:05PM	Loading…
Nov-04-24 04:05PM	Nasdaq Reports October 2024 Volumes (GlobeNewswire)
Oct-31-24 03:34PM	Nasdaq and Cboe Challenge SEC Over New Stock Trading Rule (Bloomberg)
Oct-30-24 01:03AM	Decoding Nasdaq Inc (NDAQ): A Strategic SWOT Insight (GuruFocus.com)
Oct-28-24 08:00AM	Nasdaq to Join the American Bankers Associations Partner Network as a Premier Partner (Business Wire)
Oct-26-24 06:42AM	Nasdaq price target raised to $87 from $84 at Barclays (TipRanks)
Oct-25-24 07:32AM	Nasdaq Reports Strong Q3 2024 Revenue Growth (TipRanks)
03:16AM	Q3 2024 Nasdaq Inc Earnings Call (Thomson Reuters StreetEvents)
03:08AM	Nasdaq Inc (NDAQ) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Integrations (GuruFocus.com)
Oct-24-24 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date October 15, 2024 (GlobeNewswire)
12:10PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
07:07AM	Nasdaq: Q3 Earnings Snapshot (Associated Press Finance)
07:01AM	Nasdaq Announces Quarterly Dividend of $0.24 Per Share (GlobeNewswire)
07:00AM	Nasdaq Reports Third Quarter 2024 Results; Fourth Consecutive Quarter of Double-Digit Solutions Revenue Growth (GlobeNewswire)
Oct-23-24 04:05PM	Delisting of Securities of Minim, Inc. from The Nasdaq Stock Market (GlobeNewswire)
Oct-21-24 03:24PM	Cboe Shares Near Buy Point As 2024 Election Promises Volatility (Investor's Business Daily)
Oct-18-24 04:05PM	Nasdaq Resumes Trading in Nebius Group N.V. (GlobeNewswire)
Oct-17-24 03:00AM	Nasdaq Integrates AI to Simplify and Accelerate Bank and Insurance Risk Calculations (GlobeNewswire)
Oct-15-24 07:40AM	Nasdaq price target raised to $84 from $80 at Oppenheimer (TipRanks)
Oct-10-24 04:05PM	Delisting of Securities of Gamer Pakistan Inc.; Biotricity, Inc.; Zalatoris II Acquisition Corp.; Warrantee Inc.; Spectaire Holdings, Inc.; Centogene N.V.; DZS Inc.; Corner Growth Acquisition Corp. 2; Collective Audience, Inc.; Grom Social Enterprises Inc.; Fintech Ecosystem Development Corp.; Edgio, Inc.; Kineta, Inc.; BurgerFi International Inc.; A SPAC II Acquisition Corp.; and African Agriculture Holdings Inc. from The Nasdaq Stock Market (GlobeNewswire)
08:34AM	Nasdaq Rises to 5th in RiskTech100 Global Ranking Following Launch of Financial Technology Division (GlobeNewswire)
Oct-09-24 05:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date September 30, 2024 (GlobeNewswire)
Oct-08-24 03:26PM	Nasdaq Resumes Trading in BAIYU Holdings, Inc. (GlobeNewswire)
08:28AM	PureStream Powers Up: Nasdaq's Cutting-Edge Trading Tech Eyes European Expansion (Benzinga)
02:30AM	Nasdaq Launches PureStream in Europe A new tool for trajectory trading (GlobeNewswire)
Oct-07-24 04:45PM	Nasdaq Reports September 2024 Volumes and 3Q24 Statistics (GlobeNewswire)
03:00PM	Nasdaq Entrepreneurial Center Releases New Research on Models of Equitable Entrepreneurship Across the United States (PR Newswire)
Oct-03-24 10:00AM	Nasdaq Faces Multistate Inquiry Over Board-Diversity Rules (The Wall Street Journal)
Oct-01-24 06:14AM	RBC Has a New Play for Investors: Go Long on US Exchange Stocks (TipRanks)
Sep-26-24 06:30AM	Nasdaq Divides Listing Business Into Regions to Capture Demand (Bloomberg)
Sep-24-24 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date September 13, 2024 (GlobeNewswire)
10:03AM	Deutsche Boerse and Nasdaq Raided in EU Cartel Probe (Bloomberg)
Sep-23-24 04:05PM	Nasdaq to Hold Third Quarter 2024 Investor Conference Call (GlobeNewswire)
08:52AM	Nasdaq's AxiomSL Solution Powers Digital Banking, Boosts Presence In Latin America (Benzinga)
08:00AM	Nasdaq Verafin Announces Targeted Typology Analytics An Innovative Approach to Fighting Financial Crime (Business Wire)
03:00AM	Nasdaq Expands Digital Bank FinTech Presence in Latin America (GlobeNewswire)
Sep-20-24 06:06PM	SEC Approves Nasdaq to List Options on iShares Bitcoin Trust ETF (Bloomberg)
Sep-19-24 03:00AM	Argentina's BYMA to Adopt Nasdaq's Clearing Platform (GlobeNewswire)
Sep-18-24 04:05PM	Delisting of Securities of OceanTech Acquisitions I Corp.; OCA Acquisition Corp.; Assure Holdings Corp.; Selina Hospitality PLC; Maquia Capital Acquisition Corporation; ToughBuilt Industries, Inc.; SunPower Corporation; Meta Materials Inc.; Talis Biomedical Corporation; and Holdco Nuvo Group D.G Ltd. from The Nasdaq Stock Market (GlobeNewswire)
11:40AM	SEC Approves Its Overhaul of Stock Pricing, Exchange Fees (Bloomberg)
Sep-11-24 04:05PM	Nasdaq Announces End of Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date August 30, 2024 (GlobeNewswire)
Sep-06-24 11:04AM	Nasdaq Halts BAIYU Holdings, Inc. (GlobeNewswire)
07:00AM	Nasdaq Implements AxiomSL Revenue Recognition Change (GlobeNewswire)
07:00AM	Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology (GlobeNewswire)
Sep-05-24 07:28PM	CBOE Starts Platform for Trading Private Company Shares (Bloomberg)
04:05PM	Nasdaq to Hold Teach-In Regarding AxiomSL Revenue Recognition Change (GlobeNewswire)
Sep-04-24 06:49PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
04:15PM	Nasdaq Executives to Present at Upcoming Investor Conferences (GlobeNewswire)
04:05PM	Nasdaq Reports August 2024 Volumes (GlobeNewswire)
04:05PM	Delisting of Securities of Liberty Resources Acquisition Corp.; Achari Ventures Holdings Corp. I; PetVivo Holdings, Inc.; Galera Therapeutics, Inc.; Clean Energy Special Situations Corp.; Capitalworks Emerging Markets Acquisition Corp.; AERWINS Technologies Inc.; Biolase, Inc.; Global Gas Corporation; Corner Growth Acquisition Corp.; Lucy Scientific Discovery Inc.; Chicken Soup for the Soul Entertainment, Inc.; Ideanomics, Inc.; NexImmune, Inc.; Shapeways Holdings, Inc.; QIWI plc; (GlobeNewswire)
03:57PM	Nasdaq stock double upgraded to Buy by BofA Securities (Yahoo Finance Video)
01:52PM	IPO Rebound And FinTech Growth Potential Is Helping Nasdaq: Analyst Double Upgrades Stock (Benzinga)
Aug-29-24 03:46PM	Nasdaq Futures to pay $22 million to settle charges over perk program, CFTC says (Reuters)
Aug-28-24 05:30AM	Fighting Financial Crime Could Pay for Nasdaq (The Wall Street Journal)
Aug-27-24 05:48PM	Nasdaq, Inc. (NDAQ): One of Oppenheimer's Top Stock Picks For the Next 12 Months (Insider Monkey)
03:58PM	Nasdaq, Inc. (NDAQ): Among Morgan Stanleys Highest Conviction Stocks (Insider Monkey)
08:30AM	Nasdaq and CF Benchmarks to Drive Development and Adoption of Digital Asset with New Index Options (GlobeNewswire)
Aug-26-24 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date August 15, 2024 (GlobeNewswire)
Aug-23-24 04:25PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
Aug-09-24 05:15PM	Nasdaq Announces End of Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date July 31, 2024 (GlobeNewswire)
Aug-08-24 04:56PM	Nasdaq Has Hundreds of Penny Stocks. Now Its Trying to Purge Them. (The Wall Street Journal)
10:59AM	Highlights: Nasdaq Firesides in July, New Interviews Scheduled Sept 12 (IPO-Edge.com)
Aug-07-24 01:06AM	Decoding Nasdaq Inc (NDAQ): A Strategic SWOT Insight (GuruFocus.com)
Aug-06-24 04:05PM	Nasdaq Chair and Chief Executive Officer Adena Friedman to Present at the Oppenheimer 27th Annual Technology, Internet & Communications Conference (GlobeNewswire)
10:45AM	Join IPO Edge Firesides Live at Nasdaq MarketSite September 12 (IPO-Edge.com)
Aug-05-24 07:39PM	How an Investing Strategy in Japan Spurred a Global Market Rout (WSJ)
04:05PM	Nasdaq Reports July 2024 Volumes (GlobeNewswire)
Aug-02-24 03:31PM	The 3 Best Stocks to Buy Doing Successful Secondary Offerings in 2024 (InvestorPlace)
12:00AM	Mogul Who Eyed Nasdaq in 2019 Is Now Kingpin of Italian Finance (Bloomberg)
Jul-31-24 03:00AM	Bitvavo Adopts Nasdaq Market Surveillance to Enhance Integrity of its Digital Asset Exchange (GlobeNewswire)
Jul-29-24 07:03PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)

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	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
Zecca John	Executive Vice President	Sep 12 '24	Sale	71.97	11,000	791,670	113,263	Sep 16 04:13 PM
JOHN ZECCA	Officer	Sep 12 '24	Proposed Sale	71.98	11,000	791,761		Sep 12 04:51 PM
Peterson Bradley J	Executive Vice President	Aug 09 '24	Sale	67.79	40,000	2,711,600	156,472	Aug 13 04:24 PM
BRADLEY PETERSON	Officer	Aug 09 '24	Proposed Sale	67.79	40,000	2,711,788		Aug 09 04:03 PM
Argus Seller, LP	10% Owner	Jul 29 '24	Sale	64.58	42,804,207	2,764,295,688	42,804,207	Jul 30 05:51 PM
Smith Bryan Everard	Executive Vice President	May 01 '24	Sale	59.89	3,036	181,826	58,636	May 03 04:33 PM
Smith Bryan Everard	Executive Vice President	Apr 01 '24	Sale	62.91	7,400	465,534	61,672	Apr 03 05:07 PM
Borse Dubai LTD	10% Owner	Mar 22 '24	Sale	58.00	31,000,000	1,797,907,000	58,341,545	Mar 22 04:30 PM
Smith Bryan Everard	Executive Vice President	Mar 01 '24	Sale	56.29	2,064	116,183	63,528	Mar 04 04:00 PM

LPLA LPL Financial Holdings Inc daily Stock Chart

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

| Held by: VTI VO VXF VUG VOT IWP IWF IWR QUAL IAI

Index	-	P/E	26.25	EPS (ttm)	13.29	Insider Own	0.77%	Shs Outstand	74.81M	Perf Week	5.61%
Market Cap	26.13B	Forward P/E	17.58	EPS next Y	19.85	Insider Trans	-0.05%	Shs Float	74.30M	Perf Month	5.81%
Income	1.01B	PEG	1.56	EPS next Q	3.96	Inst Own	96.65%	Short Float	1.06%	Perf Quarter	36.95%
Sales	11.52B	P/S	2.27	EPS this Y	3.05%	Inst Trans	-1.28%	Short Ratio	1.32	Perf Half Y	59.39%
Book/sh	37.05	P/B	9.42	EPS next Y	22.54%	ROA	9.38%	Short Interest	0.79M	Perf Year	49.06%
Cash/sh	39.58	P/C	8.82	EPS next 5Y	16.80%	ROE	41.36%	52W Range	187.19 - 347.74	Perf YTD	6.87%
Dividend Est.	1.20 (0.34%)	P/FCF	171.04	EPS past 5Y	23.07%	ROI	13.49%	52W High	0.34%	Beta	0.87
Dividend TTM	1.20 (0.34%)	Quick Ratio	-	Sales past 5Y	16.04%	Gross Margin	33.72%	52W Low	86.40%	ATR (14)	7.78
Dividend Ex-Date	Nov 14, 2024	Current Ratio	-	EPS Y/Y TTM	-10.17%	Oper. Margin	14.72%	RSI (14)	69.81	Volatility	2.07% 2.21%
Employees	8400	Debt/Eq	1.69	Sales Y/Y TTM	18.21%	Profit Margin	8.73%	Recom	1.53	Target Price	394.73
Option/Short	Yes / Yes	LT Debt/Eq	1.69	EPS Q/Q	16.46%	Payout	8.76%	Rel Volume	0.74	Prev Close	346.21
Sales Surprise	2.09%	EPS Surprise	12.05%	Sales Q/Q	23.23%	Earnings	Jan 30 AMC	Avg Volume	595.71K	Price	348.93
SMA20	4.86%	SMA50	7.29%	SMA200	30.17%	Trades		Volume	442,993	Change	0.79%

Date	Action	Analyst	Rating Change	Price Target Change
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
Nov-01-22	Upgrade	Credit Suisse	Neutral → Outperform	$315
Oct-19-22	Initiated	Credit Suisse	Neutral	$262
Oct-12-22	Initiated	Citigroup	Buy	$290
Apr-07-22	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$242
Dec-16-21	Initiated	BofA Securities	Neutral	$184
Nov-02-21	Initiated	Truist	Buy	$200

Show Previous Ratings

Jan-17-25 01:56PM	LPL to Pay $18 Million to Resolve Anti-Money-Laundering Allegations (Barrons.com)
Jan-16-25 12:00PM	What Makes LPL Financial (LPLA) a New Buy Stock (Zacks)
Jan-15-25 08:58AM	LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks (GlobeNewswire)
Jan-13-25 08:55AM	LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel (GlobeNewswire)
Jan-11-25 07:36AM	LPL Financial price target raised to $385 from $310 at Citi (TipRanks)
04:05PM	Loading…
Jan-09-25 04:05PM	LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call (GlobeNewswire)
12:10PM	Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-08-25 09:00AM	LPL Welcomes Lewellyn Wealth (GlobeNewswire)
Jan-06-25 11:03AM	Wolfe Research's 2025 Picks: BAC, Wells Fargo, LPL, and More Lead the Pack (GuruFocus.com)
09:00AM	LPL Financial Welcomes Advisor John Somerville to Linsco Channel (GlobeNewswire)
Dec-27-24 04:15PM	Steady Profit Grower Mastercard Hits New High, Primes For Next Move (Investor's Business Daily)
11:32AM	Weeks Best: JPMorgan Chase Targets DIY Investors (Barrons.com)
Dec-23-24 01:10PM	Schwab, LPL Are Top Brokerage Picks for 2025 (Barrons.com)
Dec-19-24 09:00AM	LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology (GlobeNewswire)
Dec-18-24 02:46PM	LPL and Ameriprise Reach Deal on Data at Heart of Recruiting Dispute (Barrons.com)
04:05PM	Loading…
Dec-17-24 04:05PM	LPL Financial Reports Monthly Activity for November 2024 (GlobeNewswire)
08:55AM	LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel (GlobeNewswire)
Dec-16-24 04:05PM	Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation (GlobeNewswire)
04:05PM	LPL Promotes Insider to Lead Strategy and Innovation (Barrons.com)
Dec-13-24 08:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Dec-12-24 12:43PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
08:55AM	LPL Financial Welcomes Prestige Wealth Group (GlobeNewswire)
Dec-10-24 09:00AM	LPL Research Team Releases 2025 Outlook: Pragmatic Optimism (GlobeNewswire)
Dec-09-24 04:18PM	LPL and Fired CEO Reach Settlement 2 Months After Termination (Barrons.com)
09:00AM	LPL Financial Celebrates its Growing Network of Women in Wealth Management (GlobeNewswire)
08:00AM	LPL Financial Welcomes Financial Advisor Francisco J. Blanco (GlobeNewswire)
Dec-07-24 05:00AM	Intel's Gelsinger Isn't Alone: 2024 Has Been a Record Year for CEO Changes (Investopedia)
Dec-06-24 08:00AM	This Financial Services Stock Forming Bullish Pattern While Reaching New Highs (Investor's Business Daily)
Dec-04-24 08:55AM	LPL Financial Welcomes Frontline Investment Advisors (GlobeNewswire)
Dec-03-24 04:05PM	LPL Financial to present at the Goldman Sachs Financial Services Conference (GlobeNewswire)
08:55AM	Loading…
08:55AM	LPL Financial Welcomes Argosy Financial (GlobeNewswire)
Dec-02-24 09:00AM	LPL Financial Welcomes Renana Friedlich as Chief Information Security Officer (GlobeNewswire)
Nov-25-24 08:55AM	LPL Financial Welcomes Happier Wealth (GlobeNewswire)
Nov-22-24 08:53AM	Weeks Best: Former SEC Chief Jay Claytons Return to Government (Barrons.com)
Nov-21-24 04:05PM	LPL Financial Reports Monthly Activity for October 2024 (GlobeNewswire)
Nov-20-24 08:55AM	LPL Financial Welcomes Strata Financial Group (GlobeNewswire)
Nov-18-24 03:20PM	LPL Made a $300 Million Bet on Serving Insurers. Prudential Is Its First Client. (Barrons.com)
09:00AM	Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience Upgrade for its Retail Arm, Prudential Advisors (GlobeNewswire)
Nov-15-24 04:29PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Nov-14-24 08:55AM	LPL Financial Welcomes Prosperity Investment Management (GlobeNewswire)
Nov-13-24 04:05PM	LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program Executives (GlobeNewswire)
08:56AM	LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez (GlobeNewswire)
Nov-12-24 09:00AM	LPL Financial Launches Curated AI Solutions for Advisors (GlobeNewswire)
08:04AM	LPL Financial Holdings (LPLA) Fell Due to Concerns Over Potential Regulation (Insider Monkey)
Nov-11-24 09:00AM	LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management (GlobeNewswire)
08:00AM	LPL Financial Welcomes Nexus Wealth Partners (GlobeNewswire)
Nov-07-24 08:55AM	LPL Financial Welcomes S&G Wealth Partners (GlobeNewswire)
Nov-06-24 09:50AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock (Zacks) +11.73%
Nov-05-24 02:21PM	LPL Discloses SEC Inquiry Into Its Cash Sweep Practices (Barrons.com)
08:56AM	LPL Financial Welcomes GWC Financial Advisors to Linsco Channel (GlobeNewswire)
Nov-04-24 04:42PM	Ugly Legal Battle Over Advisor Recruiting Pits Ameriprise Against LPL (Barrons.com)
09:45AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock (Zacks)
Nov-01-24 11:47AM	Weeks Best: Vanguard to Pull Plug on Old Mutual Fund Platform (Barrons.com)
Oct-31-24 11:56AM	LPL Financial Shares Just Hit a Record High. Earnings Blew Past Estimates. (Barrons.com) +6.88%
10:13AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
08:55AM	Q3 2024 LPL Financial Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
03:20AM	LPL Financial Holdings Inc (LPLA) Q3 2024 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
Oct-30-24 06:30PM	Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q3 Earnings (Zacks)
06:30PM	LPL Financial Earnings Beat Wall Streets Forecast. The Stock Is Rising. (Barrons.com)
06:10PM	LPL Financial Holdings Inc. (LPLA) Q3 Earnings and Revenues Top Estimates (Zacks)
04:05PM	LPL Financial Announces Third Quarter 2024 Results (GlobeNewswire)
08:00AM	If You Invested $10,000 In LPL Financial Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Oct-29-24 03:36PM	LPL Financial Holdings Stock Flashes Improved Relative Price Strength (Investor's Business Daily)
09:15AM	Unveiling LPL Financial (LPLA) Q3 Outlook: Wall Street Estimates for Key Metrics (Zacks)
08:55AM	LPL Financial Welcomes Goodwin Petrilli Financial (GlobeNewswire)
Oct-25-24 02:29PM	Weeks Best: Where Investment Pros Are Taking Profits (Barrons.com)
Oct-24-24 08:55AM	LPL Financial Welcomes Dougherty, Tedesco & Associates (GlobeNewswire)
Oct-23-24 10:01AM	Analysts Estimate LPL Financial Holdings Inc. (LPLA) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-22-24 09:05AM	LPL Financial Replaces Fired CEO (Barrons.com)
08:59AM	LPL Financial Welcomes Financial Advisor William Fenwick (GlobeNewswire)
Oct-21-24 04:20PM	Rich Steinmeier Named Chief Executive Officer of LPL Financial; Elected to Board of Directors (GlobeNewswire)
Oct-16-24 08:55AM	LPL Financial Welcomes Eight Financial Advisors in Florida (GlobeNewswire)
Oct-15-24 05:00AM	Wall Streets been on a two-year tear. Can the party last? (CNN Business)
Oct-14-24 08:55AM	LPL Financial Welcomes Financial Advisor Ashton Medina (GlobeNewswire)
Oct-11-24 03:23PM	Weeks Best: Advisors Share Their Best Investing Ideas (Barrons.com)
08:24AM	Is This the Best Time to Add LPL Financial Holdings (LPLA) to Your Portfolio? (Insider Monkey)
Oct-09-24 04:05PM	LPL Financial Announces Third Quarter 2024 Earnings Release Date and Conference Call (GlobeNewswire)
08:55AM	Air Capital Wealth Management Launches with LPL Financial (GlobeNewswire)
Oct-07-24 04:58PM	The banks best positioned to benefit from easing rates: Expert (Yahoo Finance Video)
10:36AM	LPL Financial Canned Its CEO. What it Means for the Stock. (Barrons.com)
09:00AM	LPL Financial welcomes Morristown Wealth Management (GlobeNewswire)
Oct-04-24 03:51PM	Weeks Best: LPL CEO Is Summarily Dismissed (Barrons.com)
09:01AM	Broker-dealer LPL fires CEO for breaking firms code of conduct (Banking Dive)
Oct-03-24 08:55AM	LPL Financial Welcomes The Noble Group (GlobeNewswire)
Oct-02-24 04:51PM	These Stocks Moved the Most Today: Humana, Nike, Tesla, Conagra, Joby Aviation, Caesars, and More (Barrons.com)
02:37PM	These Stocks Are Moving the Most Today: Humana, Nike, Tesla, Conagra, Joby Aviation, Caesars, and More (Barrons.com)
02:07PM	LPL Financial falls as CEO terminated for cause (Investing.com)
12:25PM	CEO Shakeups: LPL Joins Nike, Starbucks, and More in Leadership Overhauls (Investopedia)
10:34AM	LPL Fires CEO Over Alleged Misconduct. The Stock Is Falling. (Barrons.com)
09:36AM	LPL Financial Stock Slips After CEO Dan Arnold Is Fired (The Wall Street Journal)
Oct-01-24 07:19PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
04:00PM	LPL Financial Holdings Inc. Announces Termination of President and CEO Dan H. Arnold (Business Wire)
09:00AM	LPL Financial Closes Its Acquisition of Atria Wealth Solutions (GlobeNewswire)
Sep-30-24 11:49AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	Cheri Belski Joins LPL Financial as Head of Investment Management Solutions (GlobeNewswire)
Sep-26-24 08:55AM	LPL Financial Welcomes GreenPoint Wealth Management (GlobeNewswire)
05:55AM	Zinnia and LPL Financial partner to streamline fulfilment (Life Insurance International)
Sep-25-24 09:40AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Value Stock for the Long-Term (Zacks)
Sep-24-24 09:45AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term (Zacks)
08:55AM	LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel (GlobeNewswire)

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
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
Arnold Dan H.	President & CEO	Jun 14 '24	Option Exercise	39.48	10,000	394,800	148,285	Jun 18 04:13 PM
Arnold Dan H.	President & CEO	Jun 14 '24	Sale	277.31	5,677	1,574,289	142,608	Jun 18 04:13 PM
Sethi Kabir	Managing Director	Feb 26 '24	Sale	266.50	1,300	346,451	10,245	Feb 27 08:04 PM
Gates Greg	Managing Director	Feb 26 '24	Sale	266.27	11,401	3,035,697	19,080	Feb 27 07:51 PM
Enyedi Matthew	Managing Director	Feb 26 '24	Sale	263.00	2,400	631,200	10,495	Feb 27 07:42 PM
Audette Matthew J	CFO and Head of Business Ops	Feb 26 '24	Sale	266.52	5,574	1,485,607	13,663	Feb 27 07:25 PM
Arnold Dan H.	President & CEO	Feb 23 '24	Option Exercise	39.48	7,089	279,874	140,258	Feb 27 07:16 PM
Arnold Dan H.	President & CEO	Feb 26 '24	Option Exercise	39.48	2,911	114,926	176,617	Feb 27 07:16 PM
Arnold Dan H.	President & CEO	Feb 26 '24	Sale	266.54	34,807	9,277,539	141,810	Feb 27 07:16 PM
Arnold Dan H.	President & CEO	Feb 23 '24	Sale	265.66	7,089	1,883,245	133,169	Feb 27 07:16 PM
Enyedi Matthew	Managing Director	Feb 20 '24	Option Exercise	45.55	1,381	62,905	10,015	Feb 22 05:17 PM
Enyedi Matthew	Managing Director	Feb 20 '24	Sale	256.94	1,381	354,834	8,634	Feb 22 05:17 PM
Arnold Dan H.	President & CEO	Feb 20 '24	Option Exercise	39.48	10,000	394,800	147,044	Feb 22 05:06 PM
Arnold Dan H.	President & CEO	Feb 20 '24	Sale	256.35	10,000	2,563,512	137,044	Feb 22 05:06 PM
Audette Matthew J	CFO and Head of Business Ops	Feb 05 '24	Option Exercise	39.48	27,704	1,093,754	40,348	Feb 07 04:47 PM
Audette Matthew J	CFO and Head of Business Ops	Feb 05 '24	Sale	248.55	27,704	6,885,746	12,644	Feb 07 04:47 PM

TROW T. Rowe Price Group Inc daily Stock Chart

Peers: BLK SCHW AMG BEN JHG IVZ NTRS BK STT APO

| Held by: VTI VOO SCHD VO SPY IVV SDY DVY VTV NOBL

Index	S&P 500	P/E	12.40	EPS (ttm)	9.13	Insider Own	2.28%	Shs Outstand	222.14M	Perf Week	4.29%
Market Cap	25.15B	Forward P/E	12.21	EPS next Y	9.27	Insider Trans	-0.32%	Shs Float	217.10M	Perf Month	-5.09%
Income	2.04B	PEG	1.57	EPS next Q	2.20	Inst Own	76.47%	Short Float	4.73%	Perf Quarter	1.46%
Sales	6.91B	P/S	3.64	EPS this Y	23.34%	Inst Trans	2.03%	Short Ratio	7.42	Perf Half Y	-2.96%
Book/sh	46.14	P/B	2.45	EPS next Y	-0.96%	ROA	15.55%	Short Interest	10.26M	Perf Year	7.06%
Cash/sh	14.28	P/C	7.93	EPS next 5Y	7.91%	ROE	20.78%	52W Range	100.49 - 125.81	Perf YTD	0.11%
Dividend Est.	4.96 (4.38%)	P/FCF	11.22	EPS past 5Y	1.31%	ROI	19.24%	52W High	-10.01%	Beta	1.46
Dividend TTM	4.96 (4.38%)	Quick Ratio	-	Sales past 5Y	4.56%	Gross Margin	80.26%	52W Low	12.66%	ATR (14)	2.38
Dividend Ex-Date	Dec 13, 2024	Current Ratio	-	EPS Y/Y TTM	30.06%	Oper. Margin	34.87%	RSI (14)	45.53	Volatility	1.84% 2.07%
Employees	7906	Debt/Eq	0.04	Sales Y/Y TTM	8.96%	Profit Margin	29.55%	Recom	3.65	Target Price	111.71
Option/Short	Yes / Yes	LT Debt/Eq	0.04	EPS Q/Q	33.93%	Payout	62.89%	Rel Volume	0.85	Prev Close	112.13
Sales Surprise	-3.21%	EPS Surprise	9.74%	Sales Q/Q	6.88%	Earnings	Feb 05 BMO	Avg Volume	1.38M	Price	113.21
SMA20	-0.41%	SMA50	-3.93%	SMA200	-0.18%	Trades		Volume	1,182,103	Change	0.96%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$109
Aug-27-24	Initiated	Barclays	Underweight	$99
Apr-11-24	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$106 → $120
Apr-08-24	Upgrade	TD Cowen	Sell → Hold	$92 → $114
Jan-08-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$95 → $105
Jan-04-24	Initiated	TD Cowen	Underperform	$88
Oct-31-23	Upgrade	Citigroup	Sell → Neutral	$100 → $95
May-19-23	Initiated	Citigroup	Sell	$98
Dec-15-22	Initiated	Wells Fargo	Equal Weight	$125
Oct-19-22	Initiated	Credit Suisse	Underperform	$70
Jul-11-22	Downgrade	UBS	Neutral → Sell	$138 → $88
Jun-29-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$122 → $107
Jun-13-22	Downgrade	BMO Capital Markets	Outperform → Market Perform	$160 → $135
Apr-11-22	Downgrade	Jefferies	Buy → Hold	$156
Jan-12-22	Reiterated	Citigroup	Sell	$166.50 → $159
Jan-04-22	Downgrade	Goldman	Neutral → Sell	$190 → $175
Dec-17-21	Upgrade	BMO Capital Markets	Market Perform → Outperform	$253 → $246
Dec-16-21	Resumed	BofA Securities	Underperform	$212
Oct-22-21	Downgrade	Evercore ISI	Outperform → In-line	$211
Apr-14-21	Downgrade	Citigroup	Neutral → Sell	$157

Show Previous Ratings

Jan-17-25 03:01PM	ConocoPhillips: A Significant Move by T Rowe Price Equity Income Fund (GuruFocus.com)
09:40AM	Why T. Rowe Price (TROW) is a Top Value Stock for the Long-Term (Zacks)
Jan-16-25 12:40PM	T. ROWE PRICE LAUNCHES SPECIAL EDITION OF 'THE ANGLE' PODCAST FOCUSING ON EXECUTIVE LEADERSHIP (PR Newswire)
07:20AM	T. Rowe Price price target lowered to $89 from $95 at BofA (TipRanks)
Jan-15-25 11:15AM	T. ROWE PRICE EXPERTS SHARE 2025 OUTLOOK FOR U.S. RETIREMENT LANDSCAPE (PR Newswire)
11:08AM	Loading…
Jan-14-25 11:08AM	T. ROWE PRICE CAPITAL APPRECIATION FUND ESTABLISHES NEW RECORD FOR PERFORMANCE CONSISTENCY (PR Newswire)
Jan-13-25 08:30AM	T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR DECEMBER 2024 (PR Newswire)
Jan-10-25 11:13AM	Hiring Blew Past Expectations With 256,000 Jobs Added in December (The Wall Street Journal)
Jan-08-25 06:15PM	T. Rowe Price (TROW) Stock Dips While Market Gains: Key Facts (Zacks)
Jan-07-25 09:55AM	T. ROWE PRICE PUBLISHES COMPREHENSIVE GUIDE FOR LONG-TERM CARE PLANNING IN RETIREMENT (PR Newswire)
Jan-06-25 09:00PM	Can Boeing Be Fixed? Aerospace Leaders Offer a Repair Manual (The Wall Street Journal)
12:10PM	Why T. Rowe (TROW) Could Beat Earnings Estimates Again (Zacks)
Jan-02-25 09:12AM	Heres Lindsell Train North American Equity Funds Thesis on T. Rowe Price Group (TROW) (Insider Monkey)
Dec-30-24 09:00AM	How Much Would It Take To Earn $100 A Month From T. Rowe Price Stock? (Benzinga)
04:28AM	Is T. Rowe Price Group, Inc. (TROW) the Best Dividend Growth Stock to Buy and Hold in 2025? (Insider Monkey)
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Dec-28-24 09:02AM	Is T. Rowe Price Group (TROW) One of the Undervalued Dividend Aristocrats to Buy According to Hedge Funds? (Insider Monkey)
Dec-24-24 06:15PM	T. Rowe Price (TROW) Gains But Lags Market: What You Should Know (Zacks)
Dec-21-24 11:00AM	1 Social Security Change in 2025 Every Worker Needs to Know (Motley Fool)
Dec-19-24 05:08AM	Euro Credit Default Swaps Rise Following Fed Interest-Rate Decision (The Wall Street Journal)
Dec-18-24 09:06AM	Treasury Yields Rise Ahead of Expected Fed Cut (The Wall Street Journal)
06:21AM	Investors Should Consider Gold, Bitcoin in Addition to Bonds, BlackRock Says (The Wall Street Journal)
03:52AM	Gilt Yields Edge Lower After U.K. Inflation Data (The Wall Street Journal)
02:43AM	Eurozone Bond Yields Little Changed, Markets Await Feds Rate Decision (The Wall Street Journal)
Dec-17-24 10:29PM	U.S. Treasury Yield Curve Expected to Steepen (The Wall Street Journal)
05:45PM	'Fast Money' traders talk impact of 10-year yields topping 6% (CNBC TV)
01:30PM	T. ROWE PRICE LAUNCHES SPECIAL GLOBAL MARKET OUTLOOK EDITION OF 'THE ANGLE' PODCAST (PR Newswire)
Dec-16-24 09:40AM	Here's Why T. Rowe Price (TROW) is a Strong Value Stock (Zacks)
Dec-14-24 03:45PM	Why T. Rowe Price Group (TROW) Is Among the Best Asset Management Stocks to Buy According to Hedge Funds? (Insider Monkey)
Dec-12-24 01:00PM	T. Rowe Price Receives Local, National, and Global Recognition for Fostering a Positive Workplace Culture (ACCESSWIRE)
Dec-11-24 11:07PM	Pinebridge, T. Rowe Flag Turkish Lira as a Top EM Currency Bet (Bloomberg)
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11:30AM	FloWorks Completes Financing (Business Wire)
08:30AM	T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR NOVEMBER 2024 (PR Newswire)
Dec-09-24 12:14PM	T. Rowe Says Green Bonds Are Becoming Less Appealing for US Issuers (Bloomberg)
09:49AM	Why T. Rowe Price Group (TROW) Is Among the Best Dividend Paying Debt Free Stocks to Invest in (Insider Monkey)
Dec-06-24 09:15AM	T. Rowe Price Group, Inc. (TROW) Hit a 52 Week High, Can the Run Continue? (Zacks)
Dec-05-24 04:51PM	T Rowe Price's Rizzo on Price Technology ETF (TTEQ) (Bloomberg)
10:00AM	3 Top High-Yield Value Stocks to Buy in December (Motley Fool)
Dec-03-24 12:00PM	All You Need to Know About T. Rowe (TROW) Rating Upgrade to Buy (Zacks)
03:25AM	Inside T. Rowe Prices AI-driven spend transformation (CFO Dive)
Dec-02-24 09:00AM	OHA is Administrative Agent and Lead Left Arranger for Private Refinancing of FloWorks (GlobeNewswire)
09:00AM	OHA is Administrative Agent & Lead Left Arranger for Private Refinancing of FloWorks (GlobeNewswire)
Nov-29-24 09:55AM	After Golden Cross, T. Rowe Price (TROW)'s Technical Outlook is Bright (Zacks)
Nov-27-24 09:40AM	Why T. Rowe Price (TROW) is a Top Value Stock for the Long-Term (Zacks)
08:21AM	Why Is T. Rowe Price Group, Inc. (TROW) Among the Best Dividend Aristocrats to Buy Now? (Insider Monkey)
Nov-22-24 12:28PM	Analyst Report: T. Rowe Price Group, Inc. (Morningstar Research)
Nov-21-24 10:00AM	T. ROWE PRICE'S ACCLAIMED 'CONFIDENT CONVERSATIONS ON RETIREMENT' PODCAST ENTERS ITS FOURTH SEASON (PR Newswire)
Nov-20-24 09:00AM	T. ROWE PRICE 'DRIVES' AWARENESS TO ACTIVE ETFs IN SAN FRANCISCO (PR Newswire)
Nov-19-24 12:35PM	T. ROWE PRICE EXPERTS SHARE 2025 OUTLOOK FOR GLOBAL FINANCIAL MARKETS (PR Newswire)
Nov-18-24 04:21AM	Is T. Rowe Price (TROW) A Cheap NASDAQ Stock To Invest In Now? (Insider Monkey)
Nov-14-24 02:01PM	Josh's breakout stocks: Old Dominion, T. Rowe Price and Amazon (CNBC TV)
09:50AM	Here's Why T. Rowe Price (TROW) is a Strong Momentum Stock (Zacks)
07:00AM	How Trump's Win Will Impact Your Whole Financial Life (Investor's Business Daily)
Nov-12-24 08:30AM	T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR OCTOBER 2024 (PR Newswire)
Nov-11-24 10:20AM	T. Rowe Price's Tony Wang on what to buy in Big Tech (CNBC TV)
Nov-09-24 03:56AM	3 Top High-Yield Financial Stocks to Buy in November With Yields as High as 6.3% (Motley Fool)
Nov-07-24 05:30PM	T. ROWE PRICE OHA SELECT PRIVATE CREDIT FUND ANNOUNCES SEPTEMBER 30, 2024 FINANCIAL RESULTS AND DECLARED TOTAL DISTRIBUTIONS OF $0.84 PER SHARE IN Q3 2024 (PR Newswire)
08:26AM	Markets are pricing in deregulation, lower taxes and inflation: T. Rowe Price's Sebastien Page (CNBC TV)
Nov-05-24 07:31AM	T. Rowe Price price target lowered to $116 from $120 at TD Cowen (TipRanks)
Nov-02-24 03:00AM	T. Rowe Price Group Inc (TROW) Q3 2024 Earnings Call Highlights: Strong AUM Growth Amidst Net ... (GuruFocus.com)
01:05AM	Q3 2024 T Rowe Price Group Inc Earnings Call (Thomson Reuters StreetEvents)
01:03AM	Decoding T. Rowe Price Group Inc (TROW): A Strategic SWOT Insight (GuruFocus.com)
Nov-01-24 02:35PM	T. ROWE PRICE GROUP DECLARES QUARTERLY DIVIDEND (PR Newswire)
02:32PM	Analyst Report: T. Rowe Price Group, Inc. (Morningstar Research)
09:30AM	T. Rowe (TROW) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
08:26AM	T Rowe Price's quarterly profit jumps on rise in advisory fees (Reuters)
07:25AM	T. Rowe: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	T. ROWE PRICE GROUP REPORTS THIRD QUARTER 2024 RESULTS (PR Newswire)
Oct-31-24 09:30AM	T. Rowe Price Achieves MLT Black Equity at Work Silver Certification (ACCESSWIRE)
Oct-29-24 09:15AM	Stay Ahead of the Game With T. Rowe (TROW) Q3 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Oct-28-24 06:15PM	T. Rowe Price (TROW) Outpaces Stock Market Gains: What You Should Know (Zacks)
Oct-25-24 05:58PM	T. Rowe Price's Tony Wang talks what to look for from next week's Big Tech earnings (CNBC TV)
Oct-24-24 10:00AM	T. ROWE PRICE TARGETS TECHNOLOGY WITH THE LAUNCH OF ITS FIRST THEMATIC EXCHANGE-TRADED FUND (PR Newswire)
Oct-23-24 03:00AM	OHA is Lead Left Arranger of Private Unitranche Financing Supporting Acquisition of Farsound by Onex (GlobeNewswire)
Oct-22-24 12:16PM	OHA is Lead Left Arranger of Private Unitranche Financing Supporting Acquisition of Farsound by Onex (GlobeNewswire)
Oct-21-24 09:00AM	T. ROWE PRICE SURVEY FINDS HALF OF AMERICAN SPORTS FANS ARE MORE LIKELY TO KNOW THEIR FAVORITE TEAM'S RECORD THAN HOW MUCH THEY HAVE SAVED FOR RETIREMENT (PR Newswire)
Oct-17-24 05:21AM	Lightmatter secures $400m funding to advance AI computing (Verdict)
Oct-16-24 10:53AM	T. ROWE PRICE ANNOUNCES APPOINTMENT OF BEN RILEY TO HEAD OF INSURANCE (PR Newswire)
Oct-15-24 06:00PM	Strategic Shifts in T Rowe Price Equity Income Fund's Portfolio Highlight News Corp Adjustment (GuruFocus.com)
07:55AM	T. ROWE PRICE LAUNCHES LIFETIME INCOME SOLUTION FOR RETIREES WITH PACIFIC LIFE (PR Newswire)
Oct-10-24 04:22PM	T. Rowe Price's Sebastien Page bullish case for international small caps (CNBC TV)
12:10PM	Can T. Rowe (TROW) Keep the Earnings Surprise Streak Alive? (Zacks)
08:30AM	T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR SEPTEMBER 2024 (PR Newswire)
Oct-08-24 11:23AM	T. ROWE PRICE PUBLISHES FINANCIAL PLANNING INSIGHTS FOR EVERY STAGE OF THE RETIREMENT JOURNEY (PR Newswire)
Oct-07-24 05:01PM	T. Rowe Price Investment Management, Inc. Reduces Stake in Caleres Inc (GuruFocus.com)
Oct-05-24 05:00AM	3 Top High-Yield Financial Stocks to Buy in October (Motley Fool)
Oct-03-24 06:11PM	AI could be biggest productivity enhancer since electricity, says T. Rowe Price's Dom Rizzo (CNBC TV)
Oct-02-24 01:30PM	T. ROWE PRICE WHITE PAPER REVEALS HOW COMBINING AN ANNUITY WITH A DRAWDOWN STRATEGY CAN BALANCE RETIREMENT INCOME AND LIQUIDITY (PR Newswire)
Oct-01-24 12:23PM	OHA is Lead Lender and Lead Left Arranger for Alkegen Debt Refinancing (GlobeNewswire)
08:15AM	T. ROWE PRICE ANNOUNCES FORMATION OF THE T. ROWE PRICE INVESTMENT INSTITUTE (PR Newswire)
Sep-30-24 05:05PM	T. Rowe Price Group, Inc. (TROW): Strategic Shifts and Asset Growth Amid Market Challenges (Insider Monkey)
Sep-27-24 09:29AM	15 Best Places in New Jersey For A Couple to Live on Only Social Security (Insider Monkey)
Sep-26-24 11:45AM	Why T. Rowe Price (TROW) is a Great Dividend Stock Right Now (Zacks)
Sep-25-24 12:00PM	Dividend Investor Earning $13,000 Per Year With $330,000 Invested Shares His Portfolio: 14 Stocks You Should Not Miss (Benzinga)
Sep-24-24 09:04AM	T. ROWE PRICE LAUNCHING THIRD SEASON OF INVESTMENT PODCAST, 'THE ANGLE' (PR Newswire)
Sep-19-24 10:44PM	Analyst Report: T. Rowe Price Group, Inc. (Morningstar Research)
11:41AM	Dividend-paying stocks are more compelling after rate cut, says T. Rowe Price CIO John Linehan (CNBC TV)
Sep-18-24 08:30AM	Constellation's Finance Organization Names T. Rowe Price to Its 2024 DEI Honor Roll (ACCESSWIRE)
Sep-17-24 09:52AM	T. ROWE PRICE STUDY FINDS RETIREMENT INCOME AND PERSONALIZATION ARE TOP OF MIND FOR CONSULTANTS AND ADVISORS (PR Newswire)
Sep-16-24 08:30AM	?Juntos Adelante! Shaping the Future Together (ACCESSWIRE)
Sep-15-24 06:55PM	15 Best States to Help You Boost Your Retirement Savings (Insider Monkey)

T. Rowe Price Group, Inc. engages in the provision of investment management services. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Robert W. Sharps	CEO and President	Jan 15 '25	Option Exercise	79.71	1,254	99,961	526,491	Jan 16 09:30 AM
Thomson Andrew Justin Mackenzi	Vice President	Dec 10 '24	Sale	123.35	4,047	499,184	119,577	Dec 11 11:14 AM
Thomson Andrew Justin Mackenzi	Officer	Dec 10 '24	Proposed Sale	123.57	4,047	500,074		Dec 10 04:24 PM
Husain Arif	Officer	Dec 10 '24	Proposed Sale	123.59	4,200	519,078		Dec 10 04:12 PM
MacLellan Robert F.	Director	Oct 22 '24	Option Exercise	76.69	4,370	335,124	41,642	Oct 23 10:59 AM
Hiebler Jessica M	Principal Accounting Officer	Sep 13 '24	Sale	104.73	484	50,689	13,939	Sep 16 11:51 AM
Hiebler Jessica M	Officer	Sep 13 '24	Proposed Sale	104.56	484	50,607		Sep 13 04:11 PM
Thomson Andrew Justin Mackenzi	Vice President	Sep 06 '24	Option Exercise	77.24	11,969	924,539	135,593	Sep 09 02:17 PM
Thomson Andrew Justin Mackenzi	Vice President	Sep 06 '24	Sale	102.83	11,969	1,230,726	123,624	Sep 09 02:17 PM
ANDREW JUSTIN THOMSON	Officer	Sep 06 '24	Proposed Sale	102.83	11,969	1,230,726		Sep 06 04:05 PM
Sawyer Dorothy C	VP	Aug 26 '24	Option Exercise	77.24	373	28,812	35,114	Aug 27 11:58 AM
Hiebler Jessica M	Principal Accounting Officer	Jun 27 '24	Option Exercise	69.84	1,401	97,842	15,599	Jun 27 04:47 PM
Hiebler Jessica M	Principal Accounting Officer	Jun 27 '24	Sale	115.85	1,401	162,303	14,198	Jun 27 04:47 PM
Sawyer Dorothy C	VP	Jun 18 '24	Sale	117.00	2,000	234,000	34,710	Jun 18 04:01 PM
MacLellan Robert F.	Director	Apr 29 '24	Option Exercise	78.59	4,370	343,437	37,678	Apr 30 10:20 AM
MacLellan Robert F.	Director	Apr 29 '24	Sale	113.08	3,043	344,102	34,635	Apr 30 10:20 AM
HRABOWSKI FREEMAN A III	Director	Mar 08 '24	Option Exercise	77.64	8,740	678,560	29,813	Mar 11 02:53 PM
HRABOWSKI FREEMAN A III	Director	Mar 08 '24	Sale	118.32	8,740	1,034,147	21,073	Mar 11 02:53 PM
Hiebler Jessica M	Principal Accounting Officer	Feb 09 '24	Option Exercise	77.18	1,138	87,836	15,251	Feb 12 11:32 AM
Hiebler Jessica M	Principal Accounting Officer	Feb 09 '24	Sale	107.13	1,138	121,913	14,113	Feb 12 11:32 AM
Jackson Stephon A.	Vice President	Jan 31 '24	Option Exercise	75.85	15,502	1,175,853	96,814	Feb 01 11:18 AM

Open in Screener

BGC

BGC Group Inc

Jan 17 • 04:00PM ET

9.32

Dollar change -0.04
Percentage change -0.43	%

Financial • Capital Markets • USA • NASD

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

| Held by: IJR VTI VB IWM VBR VXF SPSM IWN XSMO IJT

Index	RUT	P/E	38.62	EPS (ttm)	0.24	Insider Own	26.77%	Shs Outstand	375.43M	Perf Week	-1.58%
Market Cap	4.47B	Forward P/E	8.79	EPS next Y	1.06	Insider Trans	-0.03%	Shs Float	351.28M	Perf Month	2.87%
Income	115.45M	PEG	-	EPS next Q	0.25	Inst Own	59.39%	Short Float	4.13%	Perf Quarter	-1.27%
Sales	2.21B	P/S	2.03	EPS this Y	20.73%	Inst Trans	-0.04%	Short Ratio	4.37	Perf Half Y	-1.79%
Book/sh	1.77	P/B	5.25	EPS next Y	7.07%	ROA	2.95%	Short Interest	14.51M	Perf Year	35.27%
Cash/sh	1.22	P/C	7.66	EPS next 5Y	-	ROE	14.29%	52W Range	6.65 - 11.79	Perf YTD	2.87%
Dividend Est.	-	P/FCF	13.55	EPS past 5Y	-35.27%	ROI	5.28%	52W High	-20.95%	Beta	1.47
Dividend TTM	0.07 (0.75%)	Quick Ratio	-	Sales past 5Y	-0.76%	Gross Margin	91.78%	52W Low	40.15%	ATR (14)	0.29
Dividend Ex-Date	Nov 21, 2024	Current Ratio	-	EPS Y/Y TTM	506.95%	Oper. Margin	9.48%	RSI (14)	49.31	Volatility	3.04% 3.07%
Employees	3895	Debt/Eq	1.90	Sales Y/Y TTM	13.47%	Profit Margin	5.23%	Recom	1.00	Target Price	12.00
Option/Short	Yes / Yes	LT Debt/Eq	1.54	EPS Q/Q	-11.64%	Payout	57.72%	Rel Volume	0.70	Prev Close	9.36
Sales Surprise	3.34%	EPS Surprise	13.04%	Sales Q/Q	16.06%	Earnings	Oct 31 BMO	Avg Volume	3.32M	Price	9.32
SMA20	1.40%	SMA50	-3.57%	SMA200	2.33%	Trades		Volume	2,341,067	Change	-0.43%

Dec-31-24 08:00AM	BGC Group Updates its Outlook for the Fourth Quarter of 2024 (PR Newswire)
Dec-10-24 05:53PM	Trump Appointee Howard Lutnick Is A Billionaire See His Net Worth and Businesses (Investopedia)
Dec-03-24 11:00AM	Mike Whitaker joins BGC Group as Global Chief Information Officer and member of Executive Committee (PR Newswire)
07:30AM	BGC Group unlocks value for shareholders with the sale of Rates Compression business Capitalab (PR Newswire)
Nov-23-24 09:00PM	Howard Lutnicks Other Top Client: Crypto Giant Tether (The Wall Street Journal)
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Nov-21-24 04:05PM	BGC's Howard W. Lutnick Nominated for U.S. Secretary of Commerce (PR Newswire) -5.51%
Oct-31-24 08:00AM	BGC Reports Third Quarter 2024 Financial Results (PR Newswire)
Oct-22-24 07:00AM	BGC Group announces agreement to acquire OTC Global Holdings (PR Newswire)
Oct-10-24 08:30AM	BGC Group expands energy and environmental brokerage services with acquisition of Sage Energy Partners (PR Newswire)
Oct-07-24 08:00AM	BGC Group to Report Third Quarter 2024 Financial Results on October 31, 2024 (PR Newswire)
Oct-06-24 01:14PM	BGC Group (BGC): A Cheap Stock To Buy Under $10 (Insider Monkey)
Sep-30-24 04:05PM	BGC Group Updates its Outlook for the Third Quarter of 2024 (PR Newswire)
Sep-25-24 08:00AM	BGC Group Announces Extension of Exchange Offer for its 6.600% Senior Notes Due 2029 (PR Newswire) -5.36%
Sep-24-24 08:00AM	BGC Group launches FMX Futures Exchange (PR Newswire)
Sep-13-24 09:20AM	BGC Group's FMX Futures Exchange to launch on September 23, 2024 (PR Newswire)
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Aug-26-24 04:05PM	BGC Group to Present at the Barclays 22nd Annual Global Financial Services Conference on September 9, 2024 (PR Newswire)
08:15AM	BGC Announces Launch of Exchange Offer for its 6.600% Senior Notes due 2029 (PR Newswire)
Aug-13-24 04:05PM	BGC Group Announces its 2024 Virtual Annual Meeting of Stockholders (PR Newswire)
Aug-12-24 07:01PM	Director David Richards Sells 43,893 Shares of BGC Group Inc (BGC) (GuruFocus.com)
Jul-30-24 08:00AM	BGC Reports Second Quarter 2024 Financial Results (PR Newswire)
Jul-09-24 08:00AM	BGC Group to Report Second Quarter 2024 Financial Results on July 30, 2024 (PR Newswire)
Jun-28-24 08:15AM	BGC Group Reaffirms Q2 Guidance - Quick Facts (RTT News)
08:00AM	BGC Group Updates its Outlook for the Second Quarter of 2024 (PR Newswire)
Jun-27-24 09:40AM	Is BGC Group, Inc. (BGC) Outperforming Other Finance Stocks This Year? (Zacks)
May-29-24 08:00AM	BGC Group to Present at the Morgan Stanley US Financials, Payments & CRE Conference on June 11, 2024 (PR Newswire)
May-23-24 09:40AM	Is BGC Group, Inc. (BGC) Stock Outpacing Its Finance Peers This Year? (Zacks)
08:50AM	BGC Group (BGC) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
08:00AM	BGC Group to Present at the Piper Sandler Global Exchange & Trading Conference on June 5, 2024 (PR Newswire)
May-10-24 10:37PM	BGC Group (BGC) Announced Several Milestones in Q1 (Insider Monkey)
May-08-24 07:01PM	Insider Sale: COO Sean Windeatt Sells 158,449 Shares of BGC Group Inc (BGC) (GuruFocus.com)
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May-07-24 11:38AM	5 Best US Stocks To Invest In Under $10 (Insider Monkey)
09:40AM	Is BGC Group, Inc. (BGC) Outperforming Other Finance Stocks This Year? (Zacks)
08:50AM	Here's Why Momentum in BGC Group (BGC) Should Keep going (Zacks)
May-01-24 09:01AM	BGC Group Inc (BGC) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and Strategic ... (GuruFocus.com)
Apr-30-24 12:53PM	BGC Stock Earnings: BGC Group Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:33AM	BGC Group Inc Reports Strong Q1 Earnings, Aligning with Analyst Projections (GuruFocus.com)
09:10AM	BGC Group (BGC) Q1 Earnings Match Estimates (Zacks)
08:00AM	BGC Reports First Quarter 2024 Financial Results (PR Newswire)
Apr-29-24 10:02AM	13 Best Growth Stocks Under $10 to Buy (Insider Monkey)
Apr-25-24 08:00AM	Ten global investment banks and market making firms join BGC in the creation of FMX to launch premier U.S. Treasury and U.S. Interest Rate Futures trading marketplace (PR Newswire)
Apr-03-24 04:05PM	BGC Group to Report First Quarter 2024 Financial Results on April 30, 2024 (PR Newswire)
Mar-28-24 04:05PM	BGC Group Updates its Outlook for the First Quarter of 2024 (PR Newswire)
Mar-04-24 08:00AM	BGC Group Set to Join S&P SmallCap 600 (PR Newswire) +14.65%
Mar-03-24 11:33PM	12 Best Single Digit Stocks To Invest In (Insider Monkey)
Mar-01-24 06:47PM	Super Micro Computer and Deckers Outdoor Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 (PR Newswire) +14.65%
Feb-15-24 09:19AM	BGC Group, Inc (NYSE:BGC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-14-24 08:36AM	BGC Group Inc Reports Record Fourth Quarter Revenues and Adjusted Earnings (GuruFocus.com)
08:00AM	BGC Reports Fourth Quarter and Full Year 2023 Financial Results (PR Newswire)
Jan-25-24 08:00AM	BGC Group to Present at the Bank of America Financial Services Conference on February 20, 2024 (PR Newswire)
Jan-22-24 05:10PM	Billionaire Howard Lutnick Is Taking On Exchange Giant CME (The Wall Street Journal)
04:58PM	BGC Group Announces CFTC Approval for FMX Futures Exchange (PR Newswire)
Jan-08-24 04:05PM	BGC's Fourth Quarter 2023 Financial Results Announcement to Be Issued Prior to Market Open on Wednesday, February 14, 2024 (PR Newswire)
Jan-02-24 08:15AM	3 Charts For Investors to Watch Tuesday: IQVIA Holdings, BGC Group, WGMI ETF (Investopedia)
Dec-29-23 03:34PM	BGC stock jumps on upbeat Q4 outlook (Yahoo Finance Video) +6.80%
08:00AM	BGC Group Updates its Outlook for the Fourth Quarter of 2023 and Provides Update to FMX Announcement Timing (PR Newswire)
Dec-26-23 08:04PM	Rate Volatility Spurs Global Broker BGC to Move Into Yen Swaps (Bloomberg)
Nov-30-23 09:00AM	Poten & Partners Expands Its Energy Transition Business into Hydrogen, Ammonia and Methanol (PR Newswire)
Oct-30-23 08:52AM	BGC Group Inc (BGC) Reports Q3 2023 Earnings with 16% Revenue Growth (GuruFocus.com)
06:30AM	BGC Reports Third Quarter 2023 Financial Results (PR Newswire)
Oct-17-23 03:00AM	Fenics Market Data announces strategic partnership with ZE PowerGroup to distribute Energy and Commodities Market Data (PR Newswire)
Oct-11-23 09:48AM	BGC Group (BGC) Soars 5.0%: Is Further Upside Left in the Stock? (Zacks)
Oct-09-23 04:05PM	BGC Group Announces Its 2023 Virtual Annual Meeting of Stockholders (PR Newswire) +5.02%
Oct-05-23 04:05PM	BGC's Third Quarter 2023 Financial Results Announcement to Be Issued Prior to Market Open on Monday, October 30, 2023 (PR Newswire)
08:00AM	BGC Group, Inc. Announces Final Results in Exchange Offers and Consent Solicitations (PR Newswire)
Oct-03-23 08:30AM	Do Options Traders Know Something About BGC Group (BGC) Stock We Don't? (Zacks)
Sep-29-23 08:00AM	BGC Group Updates its Outlook for the Third Quarter of 2023 (PR Newswire)
Sep-20-23 08:00AM	BGC Group, Inc. Announces Early Participation Results in Exchange Offers and Consent Solicitations and Extension of Early Participation Premium (PR Newswire)
Sep-13-23 03:50PM	Cantor Fitzgerald and BGC Group Raise Spirits and Funds with Charity Day 2023 (PR Newswire)
03:29PM	BGC Group and Cantor Fitzgerald Raise Spirits and Funds with Charity Day 2023 (PR Newswire)
Sep-06-23 08:31AM	BGC Group, Inc. Commences Offers to Exchange Three Series of Notes Issued by BGC Partners, Inc. for Notes Issued by BGC Group, Inc. (PR Newswire)
Sep-05-23 07:00AM	Capitalab Switches 10,000 LIBOR Swaptions to SOFR in New Swaption Migration Service (PR Newswire)
Aug-23-23 02:00AM	Fenics Market Data Launches AUD Interest Rate Swaps Service (PR Newswire)
Aug-03-23 06:03AM	BGC Group Second Quarter 2023 Earnings: US$0.05 loss per share (vs US$0.039 profit in 2Q 2022) (Simply Wall St.)
Aug-02-23 08:50AM	BGC Reports Second Quarter 2023 Financial Results (PR Newswire) +10.94%
Jul-31-23 08:00AM	BGC Group Hires Nicholas and Eric Ernst to Launch Weather Derivatives Desk (PR Newswire)
Jul-10-23 04:05PM	BGC's Second Quarter 2023 Financial Results Announcement to Be Issued Prior to Market Open on Wednesday, August 2, 2023 (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 on April 19, 2021 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Richards David	Director	Aug 09 '24	Sale	9.02	43,893	395,915	14,506	Aug 12 04:19 PM
Windeatt Sean A	Chief Operating Officer	May 07 '24	Sale	8.75	118,449	1,036,429	641,175	May 08 04:06 PM
Windeatt Sean A	Chief Operating Officer	May 06 '24	Sale	8.73	40,000	349,200	759,624	May 08 04:06 PM

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