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Index	S&P 500	P/E	27.93	EPS (ttm)	5.49	Insider Own	0.73%	Shs Outstand	570.00M	Perf Week	0.46%
Market Cap	87.46B	Forward P/E	20.48	EPS next Y	7.49	Insider Trans	-10.89%	Shs Float	566.02M	Perf Month	-2.26%
Enterprise Value	104.82B	PEG	2.48	EPS next Q	1.66	Inst Own	93.67%	Short Float	1.06%	Perf Quarter	-15.09%
Income	3.16B	P/S	7.37	EPS this Y	13.72%	Inst Trans	0.98%	Short Ratio	1.67	Perf Half Y	-11.84%
Sales	11.87B	P/B	3.05	EPS next Y	8.50%	ROA	2.29%	Short Interest	5.97M	Perf YTD	2.94%
Book/sh	50.25	P/C	39.40	EPS next 5Y	11.25%	ROE	11.32%	52W High	189.35 -18.99%	Perf Year	-2.72%
Cash/sh	3.89	P/FCF	19.47	EPS past 3/5Y	-12.68% 6.92%	ROIC	6.80%	52W Low	142.29 7.81%	Perf 3Y	46.02%
Dividend Est.	1.93 (1.26%)	EV/EBITDA	16.30	Sales past 3/5Y	2.98% 12.43%	Gross Margin	68.97%	Volatility	1.76% 1.91%	Perf 5Y	54.40%
Dividend TTM	1.89 (1.23%)	EV/Sales	8.83	EPS Y/Y TTM	30.16%	Oper. Margin	41.03%	ATR (14)	2.71	Perf 10Y	194.91%
Dividend Ex-Date	Dec 16, 2025	Quick Ratio	1.01	Sales Y/Y TTM	8.96%	Profit Margin	26.63%	RSI (14)	49.05	Recom	1.43
Dividend Gr. 3/5Y	10.89% 10.35%	Current Ratio	1.01	EPS Q/Q	24.86%	SMA20	1.39%	Beta	1.03	Target Price	193.81
Payout	37.65%	Debt/Eq	0.68	Sales Q/Q	7.35%	SMA50	-3.23%	Rel Volume	0.30	Prev Close	153.65
Employees	12920	LT Debt/Eq	0.62	Earnings	Oct 30 BMO	SMA200	-10.08%	Avg Volume	3.58M	Price	153.40
IPO	Nov 16, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.95% -0.10%	Trades		Volume	53,693	Change	-0.16%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-13-25	Upgrade	Raymond James	Outperform → Strong Buy	$210
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

Show Previous Ratings

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Nov-18-25 04:30PM	Intercontinental Exchange President Benjamin Jackson and CFO Warren Gardiner to Present at the UBS Global Technology and AI Conference on December 2 (Business Wire)
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10:35AM	Wall Street is headed toward 'always on' overnight U.S. trading spurred by Asian markets (MarketWatch)
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12:02PM	Proxy Season & Beyond, 5th Palm Beach CorpGov Forum (CorpGov.com)
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08:55AM	NYSE Content Advisory: Pre-Market Update + Delta Air Lines Marks 100 Years (PR Newswire)
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10:12AM	CorpGov Joining Bloomberg Activism Conference & NYSE Firesides Dec 9 (CorpGov.com)
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08:55AM	NYSE Content Advisory: Pre-Market Update + ICE Data Shows October Home Prices Up 0.9% (PR Newswire)
08:00AM	ICE's Global Natural Gas Markets at Record Liquidity (Business Wire)
06:00AM	ICE Mortgage Monitor: Number of Highly Qualified Refinance Candidates Reaches 3.5-Year High Amid Easing Mortgage Rates (Business Wire)
01:55AM	Zacks Investment Ideas feature highlights Tesla, Intercontinental Exchange, American, United, Delta and QQQ (Zacks)
Nov-07-25 03:40PM	Why the Government Shutdown will End in November (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market Update + Evommune Rises in Trading Debut (PR Newswire)
Nov-06-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Evommune & Aeromexico Begin Trading (PR Newswire)
Nov-05-25 08:55AM	NYSE Content Advisory: Pre-Market Update + BETA Technologies Ends First Day of Trading Higher (PR Newswire)
08:30AM	Intercontinental Exchange Reports October Statistics (Business Wire)
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01:47PM	Save the Date: 2nd Princeton CorpGov Forum May 21, 2026 (CorpGov.com)
10:06AM	Intercontinental Exchange, Inc. (ICE) Reports Financial Results for Q3 2025 (Insider Monkey)
08:55AM	NYSE Content Advisory: Pre-Market Update + BETA Technologies Raises Over $1 Billion in IPO (PR Newswire)
Nov-03-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Qnity Electronics to Begin Trading (PR Newswire)
Oct-31-25 10:42AM	Cboe Global Q3 Earnings Surpass Estimates, Revenues Rise Y/Y (Zacks)
10:19AM	Registration Closing: 5th Palm Beach CorpGov Forum Nov 5-6 with NYSE and Goldman Sachs (CorpGov.com)
08:55AM	NYSE Content Advisory: Pre-Market Update + Emera Celebrates NYSE Listing (PR Newswire)
Oct-30-25 04:25PM	Intercontinental Exchange Inc (ICE) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
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08:40AM	IntercontinentalExchange (ICE) Q3 Earnings Top Estimates (Zacks)
08:08AM	Intercontinental Exchange (NYSE:ICE) Delivers Strong Q3 Numbers (StockStory)
07:35AM	Intercontinental Exchange Approves Fourth Quarter Dividend of $0.48 per Share (Business Wire)
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Oct-28-25 11:12PM	What To Expect From Intercontinental Exchange's (ICE) Q3 Earnings (StockStory)
08:55AM	NYSE Content Advisory: Pre-Market Update + S&P 500 closes above 6,800 for first time (PR Newswire)
Oct-27-25 01:30PM	What to Expect From Intercontinental Exchange This Earnings Season (Zacks)
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08:00AM	ICE First Look at Mortgage Performance: Mortgage Performance Remains Strong as FHA Foreclosures Emerge (Business Wire)
Oct-23-25 10:00AM	IntercontinentalExchange (ICE) Earnings Expected to Grow: Should You Buy? (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market Update + International Day kicks off (PR Newswire)
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07:30AM	Open Interest across ICE's Global Futures and Options Markets Reaches a Record 107 Million Contracts (Business Wire)
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Oct-21-25 01:45PM	NDAQ Q3 Earnings & Revenues Top Estimates, Expense View Tweaked (Zacks)
11:00AM	Final Agenda: 5th Palm Beach CorpGov Forum Nov 5-6 with NYSE and Goldman Sachs (CorpGov.com)
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Oct-20-25 08:55AM	NYSE Content Advisory: Pre-Market Update + 2025 3M Young Scientist Rings Opening Bell (PR Newswire)
Oct-17-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Automakers await 5-year tariff relief extension (PR Newswire)
Oct-16-25 07:02PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
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08:55AM	NYSE Content Advisory: Pre-Market Update + HPE Unveils Strategic Business Priorities (PR Newswire)
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09:25AM	Intercontinental Exchange (ICE) Declined Due to Slower Trading Volume (Insider Monkey)
08:55AM	NYSE Content Advisory: Pre-Market Update + Embraer celebrates 25th listing anniversary (PR Newswire)
Oct-14-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Etsy transfers stock listing to NYSE (PR Newswire)
08:41AM	Is the Options Market Predicting a Spike in Intercontinental Exchange Stock? (Zacks)
Oct-13-25 08:55AM	NYSE Content Advisory: Pre-Market Update + LA Times Media Group takes step towards trading debut (PR Newswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CONTINENTAL POWER EXCHANGE, IN	Director	Nov 19 '25	Proposed Sale	152.78	150,000	22,917,000		Nov 19 04:20 PM
Surdykowski Andrew J	General Counsel	Nov 11 '25	Sale	151.00	2,081	314,231	44,212	Nov 13 04:30 PM
ANDREW SURDYKOWSKI	Officer	Nov 11 '25	Proposed Sale	149.50	3,851	575,724		Nov 12 07:06 AM
Kapani Mayur	Chief Technology Officer	Oct 08 '25	Option Exercise	57.31	5,345	306,322	75,322	Oct 10 04:30 PM
Kapani Mayur	Chief Technology Officer	Oct 08 '25	Sale	158.88	10,082	1,601,862	65,240	Oct 10 04:30 PM
MAYUR KAPANI	Officer	Oct 08 '25	Proposed Sale	161.98	15,427	2,498,865		Oct 08 04:18 PM
Williams Stuart Glen	Chief Operating Officer	Sep 17 '25	Sale	172.04	939	161,542	16,624	Sep 19 04:30 PM
STUART GLEN WILLIAMS	Officer	Sep 17 '25	Proposed Sale	171.40	939	160,945		Sep 17 04:22 PM
Foley Douglas	SVP, HR & Administration	Sep 12 '25	Sale	175.62	1,600	280,992	25,796	Sep 12 04:30 PM
Foley Douglas	Director	Sep 12 '25	Proposed Sale	175.00	3,200	560,000		Sep 12 09:42 AM
SPRIESER JUDITH A	Director	Sep 04 '25	Sale	174.51	2,900	506,086	18,169	Sep 08 04:30 PM
JUDITH SPRIESER	Director	Sep 04 '25	Proposed Sale	175.13	2,900	507,877		Sep 04 04:25 PM
Farooqui Duriya M	Director	Aug 27 '25	Sale	178.34	2,036	363,100	14,299	Aug 29 04:30 PM
Surdykowski Andrew J	General Counsel	Aug 26 '25	Option Exercise	50.01	1,770	88,518	50,143	Aug 28 04:30 PM
Surdykowski Andrew J	General Counsel	Aug 26 '25	Sale	178.33	3,850	686,570	46,293	Aug 28 04:30 PM
DURIYA FAROOQUI	Director	Aug 27 '25	Proposed Sale	178.74	2,036	363,915		Aug 27 04:31 PM
Tirinnanzi Martha A	Director	Aug 22 '25	Sale	179.76	610	109,654	3,519	Aug 26 04:30 PM
MARTHA TIRINNANZI	Director	Aug 22 '25	Proposed Sale	179.23	610	109,330		Aug 22 04:45 PM
Gardiner Warren	Chief Financial Officer	Aug 20 '25	Sale	178.45	1,570	280,166	22,106	Aug 22 04:30 PM
WARREN GARDINER	Officer	Aug 20 '25	Proposed Sale	178.27	1,570	279,884		Aug 20 04:24 PM
Sprecher Jeffrey C	Chief Executive Officer	Aug 12 '25	Option Exercise	57.31	66,575	3,815,413	1,229,566	Aug 14 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Aug 12 '25	Sale	183.09	150,000	27,463,889	1,951,705	Aug 14 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Aug 12 '25	Sale	183.09	66,575	12,189,310	1,162,991	Aug 14 04:30 PM
CONTINENTAL POWER EXCHANGE, IN	Director	Aug 12 '25	Proposed Sale	185.93	150,000	27,889,500		Aug 12 04:27 PM
JEFFREY C SPRECHER	Director	Aug 12 '25	Proposed Sale	185.93	66,575	12,378,290		Aug 12 04:27 PM
Bowen Sharon	Director	Jul 25 '25	Sale	185.00	794	146,890	14,206	Jul 29 04:32 PM
SHARON BOWEN	Director	Jul 25 '25	Proposed Sale	183.58	794	145,763		Jul 25 04:18 PM
Bowen Sharon	Director	Jul 01 '25	Sale	183.30	795	145,724	15,000	Jul 02 04:30 PM
SHARON BOWEN	Director	Jul 01 '25	Proposed Sale	183.47	795	145,859		Jul 01 04:32 PM
Kapani Mayur	Chief Technology Officer	Jun 13 '25	Option Exercise	50.01	5,662	283,157	79,875	Jun 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jun 13 '25	Sale	178.65	9,973	1,781,678	69,902	Jun 17 04:30 PM
MAYUR KAPANI	Officer	Jun 13 '25	Proposed Sale	179.08	9,973	1,785,965		Jun 13 04:45 PM
Foley Douglas	SVP, HR & Administration	Jun 12 '25	Sale	177.48	1,600	283,968	27,313	Jun 13 04:30 PM
Foley Douglas	Director	Jun 12 '25	Proposed Sale	180.00	4,800	864,000		Jun 12 08:01 AM
Hague William Jefferson	Director	Jun 09 '25	Sale	177.80	476	84,633	20,122	Jun 11 04:30 PM
Hague William Jefferson	Director	Jun 10 '25	Sale	176.00	54	9,504	20,068	Jun 11 04:30 PM
WILLIAM JEFFERSON HAGUE	Director	Jun 09 '25	Proposed Sale	178.68	530	94,700		Jun 09 04:27 PM
Surdykowski Andrew J	General Counsel	Jun 05 '25	Option Exercise	50.01	1,770	88,518	52,328	Jun 06 04:45 PM
Surdykowski Andrew J	General Counsel	Jun 05 '25	Sale	179.12	3,848	689,247	48,480	Jun 06 04:45 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Option Exercise	57.31	68,315	3,915,133	1,231,223	Jun 06 04:40 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Sale	179.22	150,000	26,882,992	2,101,705	Jun 06 04:40 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Sale	179.25	68,315	12,245,602	1,162,908	Jun 06 04:40 PM
ANDREW SURDYKOWSKI	Officer	Jun 05 '25	Proposed Sale	179.13	7,698	1,378,943		Jun 05 05:05 PM
JEFFREY C SPRECHER	Director	Jun 04 '25	Proposed Sale	179.34	68,315	12,251,612		Jun 04 04:22 PM
CONTINENTAL POWER EXCHANGE, IN	Director	Jun 04 '25	Proposed Sale	179.34	150,000	26,901,000		Jun 04 04:21 PM
Foley Douglas	SVP, HR & Administration	May 30 '25	Option Exercise	57.31	8,259	473,323	33,992	Jun 03 04:30 PM
Foley Douglas	SVP, HR & Administration	Jun 03 '25	Option Exercise	57.31	3,180	182,246	28,913	Jun 03 04:30 PM
Foley Douglas	SVP, HR & Administration	May 30 '25	Sale	179.75	8,259	1,484,555	25,733	Jun 03 04:30 PM
Foley Douglas	Officer	May 30 '25	Proposed Sale	179.75	8,259	1,484,555		Jun 03 11:43 AM
Namkung James W	Chief Accounting Officer	May 30 '25	Sale	180.00	612	110,160	13,220	Jun 02 04:30 PM
CHRISTOPHER EDMONDS	Officer	May 30 '25	Proposed Sale	178.53	5,000	892,650		May 30 04:41 PM
JAMES NAMKUNG	Officer	May 30 '25	Proposed Sale	178.53	612	109,260		May 30 04:41 PM
Tirinnanzi Martha A	Director	May 28 '25	Sale	177.62	397	70,515	4,129	May 29 04:30 PM
Tirinnanzi Martha A	Director	May 27 '25	Sale	177.11	397	70,313	4,526	May 29 04:30 PM
MARTHA TIRINNANZI	Director	May 27 '25	Proposed Sale	176.12	794	139,839		May 27 04:38 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 22 '25	Sale	174.52	552	96,335	15,658	May 23 05:26 PM
SPRIESER JUDITH A	Director	May 21 '25	Sale	175.85	1,769	311,079	21,069	May 22 04:30 PM
CHRISTOPHER EDMONDS	Officer	May 22 '25	Proposed Sale	174.72	552	96,445		May 22 04:20 PM
Gardiner Warren	Chief Financial Officer	May 20 '25	Sale	175.90	1,568	275,811	23,676	May 21 04:30 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	May 19 '25	Option Exercise	92.63	10,930	1,012,446	33,175	May 20 04:30 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	May 19 '25	Sale	175.47	16,768	2,942,207	16,407	May 20 04:30 PM
ELIZABETH KING	Officer	May 19 '25	Proposed Sale	176.25	16,768	2,955,360		May 19 04:22 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 09 '25	Option Exercise	67.00	5,691	381,297	23,663	May 12 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 09 '25	Sale	178.38	6,987	1,246,349	16,676	May 12 04:30 PM
CHRISTOPHER SCOTT EDMONDS	Officer	May 09 '25	Proposed Sale	178.38	6,987	1,246,349		May 09 04:10 PM
SPRIESER JUDITH A	Director	Apr 16 '25	Sale	159.00	2,630	418,175	21,364	Apr 17 04:30 PM
Namkung James W	Chief Accounting Officer	Mar 20 '25	Sale	175.00	1,206	211,050	13,832	Mar 24 04:30 PM
JAMES NAMKUNG	Officer	Mar 20 '25	Proposed Sale	173.69	1,206	209,470		Mar 20 04:20 PM
Jackson Benjamin	President	Mar 17 '25	Option Exercise	71.29	2,805	199,962	150,079	Mar 19 04:30 PM
Kapani Mayur	Chief Technology Officer	Mar 14 '25	Option Exercise	50.01	5,662	283,157	84,186	Mar 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Mar 14 '25	Sale	170.52	9,973	1,700,575	74,213	Mar 17 04:30 PM
MAYUR KAPANI	Officer	Mar 14 '25	Proposed Sale	169.14	9,973	1,686,833		Mar 14 04:26 PM
Foley Douglas	SVP, HR & Administration	Mar 12 '25	Sale	169.14	1,600	270,624	25,733	Mar 13 04:30 PM
SPRIESER JUDITH A	Director	Mar 07 '25	Sale	169.35	2,255	381,884	23,994	Mar 10 04:34 PM
Namkung James W	Chief Accounting Officer	Mar 06 '25	Sale	169.86	4,402	747,718	15,038	Mar 10 04:32 PM
Williams Stuart Glen	Chief Operating Officer	Mar 05 '25	Sale	170.00	2,228	378,760	18,235	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Option Exercise	57.31	68,316	3,915,190	1,287,085	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Sale	170.75	150,000	25,611,784	2,251,705	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Sale	170.75	124,177	21,203,078	1,162,908	Mar 07 04:30 PM
JUDITH SPRIESER DECLARATION TR	Director	Mar 07 '25	Proposed Sale	169.65	6,654	1,128,851		Mar 07 04:16 PM
JAMES NAMKUNG	Officer	Mar 06 '25	Proposed Sale	171.61	4,402	755,427		Mar 06 04:21 PM
Martin Lynn C	President, NYSE Group	Mar 03 '25	Option Exercise	50.01	4,155	207,792	63,644	Mar 05 04:30 PM
Martin Lynn C	President, NYSE Group	Mar 03 '25	Sale	175.00	4,155	727,125	59,489	Mar 05 04:30 PM
JEFFREY C SPRECHER	Officer	Mar 05 '25	Proposed Sale	169.85	124,177	21,091,463		Mar 05 04:28 PM
STUART GLEN WILLIAMS	Officer	Mar 05 '25	Proposed Sale	169.85	2,228	378,426		Mar 05 04:27 PM
CONTINENTAL POWER EXCHANGE, IN	Officer	Mar 05 '25	Proposed Sale	169.85	150,000	25,477,500		Mar 05 04:27 PM
LYNN MARTIN	Officer	Mar 03 '25	Proposed Sale	173.23	4,155	719,771		Mar 03 04:27 PM
Jackson Benjamin	President	Feb 26 '25	Sale	171.43	7,900	1,354,308	147,274	Feb 28 04:30 PM
Surdykowski Andrew J	General Counsel	Feb 26 '25	Option Exercise	50.01	1,770	88,518	54,405	Feb 28 04:30 PM
Surdykowski Andrew J	General Counsel	Feb 26 '25	Sale	171.42	3,847	659,452	50,558	Feb 28 04:30 PM
WARREN GARDINER	Officer	Feb 28 '25	Proposed Sale	170.84	3,136	535,754		Feb 28 04:19 PM
Namkung James W	Chief Accounting Officer	Feb 25 '25	Sale	170.00	1,204	204,680	19,440	Feb 27 04:30 PM
ANDREW SURDYKOWSKI	Officer	Feb 26 '25	Proposed Sale	171.21	3,847	658,645		Feb 26 04:22 PM
JAMES NAMKUNG	Officer	Feb 25 '25	Proposed Sale	168.42	1,204	202,778		Feb 25 04:36 PM
Martin Lynn C	President, NYSE Group	Feb 20 '25	Option Exercise	57.31	3,183	182,418	70,122	Feb 20 08:28 PM
Martin Lynn C	President, NYSE Group	Feb 20 '25	Sale	166.63	10,481	1,746,439	59,641	Feb 20 08:28 PM
Jackson Benjamin	President	Feb 20 '25	Sale	166.62	17,104	2,849,931	155,174	Feb 20 08:26 PM
Jackson Benjamin	President	Feb 18 '25	Sale	166.36	7,900	1,314,272	160,059	Feb 20 08:26 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Feb 19 '25	Sale	166.99	6,834	1,141,223	17,972	Feb 20 04:30 PM
BENJAMIN JACKSON	Officer	Feb 20 '25	Proposed Sale	166.96	25,004	4,174,668		Feb 20 04:23 PM

Open in Screener

LPLA

LPL Financial Holdings Inc

Nov 20 • 09:30AM ET

359.80

+3.43 0.96 %

Financial • Capital Markets • USA • NASD

LPLA LPL Financial Holdings Inc daily Stock Chart

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

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

Index	-	P/E	33.11	EPS (ttm)	10.87	Insider Own	0.71%	Shs Outstand	80.04M	Perf Week	-3.40%
Market Cap	28.80B	Forward P/E	15.18	EPS next Y	23.70	Insider Trans	-1.46%	Shs Float	79.47M	Perf Month	6.08%
Enterprise Value	34.13B	PEG	1.59	EPS next Q	5.00	Inst Own	100.14%	Short Float	3.03%	Perf Quarter	-0.73%
Income	833.05M	P/S	1.85	EPS this Y	20.07%	Inst Trans	-1.19%	Short Ratio	2.71	Perf Half Y	-4.66%
Sales	15.57B	P/B	5.71	EPS next Y	19.54%	ROA	5.56%	Short Interest	2.40M	Perf YTD	10.19%
Book/sh	63.01	P/C	10.19	EPS next 5Y	20.81%	ROE	21.32%	52W High	403.58 -10.85%	Perf Year	14.30%
Cash/sh	35.31	P/FCF	-	EPS past 3/5Y	35.63% 16.23%	ROIC	6.48%	52W Low	262.83 36.89%	Perf 3Y	53.16%
Dividend Est.	1.23 (0.34%)	EV/EBITDA	12.42	Sales past 3/5Y	17.06% 17.10%	Gross Margin	30.28%	Volatility	2.90% 2.62%	Perf 5Y	301.83%
Dividend TTM	1.20 (0.33%)	EV/Sales	2.19	EPS Y/Y TTM	-18.62%	Oper. Margin	13.95%	ATR (14)	10.25	Perf 10Y	715.49%
Dividend Ex-Date	Nov 13, 2025	Quick Ratio	2.23	Sales Y/Y TTM	35.19%	Profit Margin	5.35%	RSI (14)	51.89	Recom	1.72
Dividend Gr. 3/5Y	6.27% 3.71%	Current Ratio	2.23	EPS Q/Q	-110.90%	SMA20	-0.97%	Beta	0.61	Target Price	433.00
Payout	8.55%	Debt/Eq	1.62	Sales Q/Q	46.44%	SMA50	4.60%	Rel Volume	0.11	Prev Close	356.37
Employees	9000	LT Debt/Eq	1.55	Earnings	Oct 30 AMC	SMA200	1.92%	Avg Volume	887.12K	Price	359.80
IPO	Nov 18, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	15.81% 4.59%	Trades		Volume	4,778	Change	0.96%

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

Show Previous Ratings

Today 08:00AM	Wells Fargo, Robinhood Top New Rankings for Digital Wealth Management (Barrons.com)
Nov-19-25 09:31AM	LPL Financial Buys Stake in Private Advisor Group, a $41 Billion Wealth Manager (Barrons.com)
09:26AM	Private Advisor Group Announces Minority Investment by LPL Financial (PR Newswire)
09:26AM	LPL Stakes $41B Super OSJ Private Advisor Group (Wealth Management)
08:55AM	LPL Financial Welcomes Longstreet Wealth Management (GlobeNewswire)
06:00AM	Loading…
06:00AM	Osaic Adds Teams From Commonwealth, LPL With $809M in Assets (Wealth Management)
Nov-18-25 04:03PM	BCG Shreds Expectations and Delivers Top-Down Beat Quarterly Update Report (Exec Edge)
Nov-17-25 09:32AM	Should You Hold LPL Financial Holdings (LPLA)? (Insider Monkey)
Nov-14-25 09:00AM	$20B Merit Hires Advisor Liaison, 401(k) Plan Expert (Wealth Management)
Nov-13-25 02:38PM	Boutique Consultancy Adds to RIA Launch Options for Breakaways (Wealth Management)
Nov-12-25 09:00AM	LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing (GlobeNewswire)
Nov-09-25 07:30AM	Valuation worries, record-long government shutdown hang over markets: What to watch this week (Yahoo Finance)
07:30AM	Record-long government shutdown, valuation worries in focus for markets: What to watch this week (Yahoo Finance)
Nov-07-25 02:50PM	Week's Best: The Best (and Worst) U.S. States for Taxes (Barrons.com)
07:02AM	Nvidia Stock Drops. These Fresh China Fears End a Bad Week for the AI Chip Maker. (Barrons.com)
05:47PM	Loading…
Nov-06-25 05:47PM	OpenAI's Sam Altman backtracks on CFO's government 'backstop' talk (NBC News)
06:00AM	$10B Modern Wealth Hires Derek Bruton to Head M&A (Wealth Management)
12:35AM	The Top 5 Analyst Questions From LPL Financial's Q3 Earnings Call (StockStory)
Oct-31-25 01:01PM	Why Is LPL Financial (LPLA) Stock Rocketing Higher Today (StockStory) +11.47%
11:09AM	LPL Financial's Q3 Earnings Beat on Higher Revenues, Stock Up 1.3% (Zacks)
10:04AM	LPL Financial Stock Jumps On Earnings Beat, Acquisition Update (Barrons.com)
09:49AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
08:46AM	LPLA Q3 Deep Dive: Commonwealth Integration and Operating Efficiency Propel Growth (StockStory)
08:00AM	LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms (GlobeNewswire)
Oct-30-25 11:05PM	LPL Financial Holdings Inc (LPLA) Q3 2025 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
07:04PM	LPL Retains 80% of Commonwealth Assets to Date (Wealth Management)
06:30PM	LPL Financial (LPLA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:00PM	LPL Financial Holdings Inc. (LPLA) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
04:36PM	LPL Financial (NASDAQ:LPLA) Reports Upbeat Q3 (StockStory)
04:05PM	LPL Financial Announces Third Quarter 2025 Results (GlobeNewswire)
06:20PM	Loading…
Oct-29-25 06:20PM	Moelis (MC) Q3 Earnings and Revenues Beat Estimates (Zacks)
11:37AM	Nvidia at $5 Trillion Raises Dot-Com Era Ghosts. Maybe It Shouldn't. (Barrons.com)
09:15AM	Countdown to LPL Financial (LPLA) Q3 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Oct-28-25 11:10PM	Earnings To Watch: LPL Financial (LPLA) Reports Q3 Results Tomorrow (StockStory)
08:55AM	LPL Financial Welcomes Edge Wealth Advisory Group (GlobeNewswire)
Oct-24-25 03:44PM	Farther Recruits Advisor Team Focused on Physicians (Wealth Management)
11:40AM	Todd Mackay: How Cetera Wants to Help Advisors Accelerate Growth (Barrons.com)
11:15AM	Sept. CPI is 'green light' for Fed to cut rates in October (Yahoo Finance Video)
Oct-23-25 10:00AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:55AM	LPL Financial Welcomes Gentle Family Wealth Partners (GlobeNewswire)
Oct-17-25 01:26PM	Credit Union Alleges Former Employees Stole Trade Secrets In Moves to Osaic, LPL (Wealth Management)
11:55AM	This Brokerage Stock Looks Like a Bargain Compared With Rival Firms (Barrons.com)
Oct-16-25 08:10AM	Artisan Mid Cap Fund Sold Its Stake in LPL Financial Holdings (LPLA) in Q3 (Insider Monkey)
Oct-14-25 03:30PM	Mariner Independent Recruits Pennsylvania Team From Commonwealth (Wealth Management)
12:59PM	Goldman Q3 Earnings Beat Estimates on Solid IB Fees, Stock Declines (Zacks)
08:55AM	LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel (GlobeNewswire)
06:18AM	Global markets tumble as Beijing imposes new ban on U.S. shipping and Bessent vows China will be hurt the most if it doesnt surrender (Fortune)
Oct-13-25 05:20PM	People Moves: Mercer Hires Integration Lead, MAI Names Marketing Head (Wealth Management)
12:47PM	Atria Co-Founder Lands at Annuities Wholesaler WealthVest (Wealth Management)
Oct-12-25 08:41AM	BMO Capital Initiates Coverage on LPL Financial Holdings Inc. (LPLA) with "Outperform" Rating and $365 Price Target (Insider Monkey)
07:46AM	Stocks dip as government shutdown continues, rare earths rally: What to watch this week (Yahoo Finance)
Oct-11-25 11:01AM	'There Is A Bigger Risk,' Why Americans' Stock Holdings Have Some Economists Worried (Benzinga)
Oct-09-25 04:22PM	How Merrill, LPL push advisor education in AI adoption (Financial Planning)
04:21PM	Raymond James Recruits Ex-Commonwealth Advisors Who Managed $1.7 Billion (Barrons.com)
04:19PM	LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call (GlobeNewswire)
01:53PM	Raymond James Adds $1.1B San Diego Team From Commonwealth (Wealth Management)
Oct-08-25 12:56PM	LPL Financial Holdings Inc. (LPLA): A Bull Case Theory (Insider Monkey)
Oct-07-25 08:55AM	LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel (GlobeNewswire)
Oct-05-25 07:37AM	Stocks trade at record highs as government shutdown leaves economic data in limbo: What to watch (Yahoo Finance)
Oct-02-25 11:33PM	Q2 Rundown: LPL Financial (NASDAQ:LPLA) Vs Other Investment Banking & Brokerage Stocks (StockStory)
12:23PM	Commonwealth Recruits $350M Breakaway from Morgan Stanley (Wealth Management)
Sep-30-25 09:35AM	LPL Financial Welcomes Lighthouse Private Wealth (GlobeNewswire)
Sep-29-25 12:56AM	LPL Financial Holdings Inc. (LPLA) Extends Prudential Financial Strategic Partnership (Insider Monkey)
Sep-28-25 05:00AM	Americans have more money in stocks than ever before. Economists say thats a bright red flag (CNN Business)
Sep-25-25 11:18AM	LPLs RIA Channel Lands $1.3B Team from Northwestern Mutual (Wealth Management)
08:55AM	LPL Financial Welcomes Tennant Financial (GlobeNewswire)
Sep-24-25 04:17PM	Heres how stocks historically perform after Fed rate cuts when trading near record highs (MarketWatch)
Sep-22-25 11:35AM	LPL Financial's August Brokerage & Advisory Assets Rise Sequentially (Zacks)
Sep-19-25 12:10PM	Why LPL Financial (LPLA) Shares Are Plunging Today (StockStory)
Sep-18-25 04:05PM	LPL Financial Reports Monthly Activity for August 2025 (GlobeNewswire)
01:54PM	Fed Gifts the Stock Rally With Rate Cuts. A Key Risk Remains. (Barrons.com)
01:37PM	&Partners Wins Teams From LPL Financial, Raymond James (Wealth Management)
08:55AM	LPL Financial Welcomes Worley Monroe Advisors (GlobeNewswire)
Sep-17-25 02:38PM	Team With $1.25 Billion in Client Assets Leaves UBS to Start Ox Road Capital (Barrons.com)
11:01AM	Stock Market Today: Investors stumped as indecisive Fed cuts rates, offers wide array of 2026 forecasts (TheStreet)
09:00AM	LPL Releases Inaugural Advisor Growth Study (GlobeNewswire)
Sep-16-25 12:30PM	UBS to Raise Pay for Financial Advisors. The Change May Boost Retention. (Barrons.com)
11:40AM	LPL Adds $1.25B UBS Team to Breakaway Model (Wealth Management)
08:55AM	Ox Road Capital Joins LPL Strategic Wealth Services (GlobeNewswire)
Sep-12-25 04:00PM	Here Are America's Top RIA Firms and Independent Advisors (Barrons.com)
09:39AM	Molson Coors downgraded, GM upgraded: Wall Street's top analyst calls (The Fly)
Sep-09-25 12:56PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	LPL Financial Welcomes The Capitol Bay Group (GlobeNewswire)
Sep-08-25 08:03PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	Decorum Wealth Management Launches with Support from LPL Strategic Wealth (GlobeNewswire)
Sep-05-25 02:36PM	Why LPL Financial (LPLA) Stock Is Nosediving (StockStory) -7.51%
Sep-04-25 09:00AM	LPL Financial Advisors Embrace AI's Potential for Business Growth, Increased Capacity, Survey Finds (GlobeNewswire)
Sep-03-25 12:02AM	LPL Financial (LPLA): 3 Reasons We Love This Stock (StockStory)
Aug-31-25 04:00AM	September Is the Worst Month for Stocks. This Year Might be Different. (Barrons.com)
Aug-30-25 01:02PM	How an Appeals Court's Ruling on Trump Tariffs Could Upend the Bond Market (Barrons.com)
Aug-28-25 01:04PM	LPL Loses Ex-Commonwealth Advisors With $780 Million to Raymond James (Barrons.com)
10:48AM	LPL Adds $715M Cincinnati Team From Cetera (Wealth Management)
08:55AM	LPL Financial Welcomes Concentric Wealth Management (GlobeNewswire)
Aug-27-25 09:00AM	LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform (GlobeNewswire)
Aug-26-25 03:19PM	LPL Nabs $700 Million Advisor Team From Wedbush Securities (Barrons.com)
11:25AM	LPL Attracts $700M Texas Team From Wedbush Securities (Wealth Management)
08:55AM	LPL Financial Welcomes Skyward Financial (GlobeNewswire)
04:13AM	LPL Financial Holdings Inc. (LPLA): A Bull Case Theory (Insider Monkey)
Aug-25-25 02:15PM	Cetera, LPL and Raymond James Bolster RIA Channels (Wealth Management)
Aug-22-25 03:40PM	Treasury Yields Fall on Fed Rate Cut Expectations (The Wall Street Journal)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gates Greg	Group Managing Director	Nov 05 '25	Sale	376.43	1,500	564,647	15,370	Nov 07 04:10 PM
Gates Greg	Officer	Nov 05 '25	Proposed Sale	376.43	1,500	564,650		Nov 05 04:14 PM
Gates Greg	Group Managing Director	Oct 06 '25	Sale	314.42	750	235,814	16,870	Oct 08 04:23 PM
Gates Greg	Officer	Oct 06 '25	Proposed Sale	314.42	750	235,813		Oct 06 05:08 PM
Gates Greg	Group Managing Director	Sep 05 '25	Sale	338.21	1,500	507,312	17,620	Sep 09 05:01 PM
Gates Greg	Officer	Sep 05 '25	Proposed Sale	356.15	1,500	534,225		Sep 05 09:58 AM
Jambusaria Aneri	Group Managing Director	Sep 02 '25	Sale	361.25	80	28,900	5,582	Sep 03 04:38 PM
Jambusaria Aneri	Officer	Sep 02 '25	Proposed Sale	361.25	80	28,900		Sep 02 11:09 AM
Gates Greg	Group Managing Director	Aug 05 '25	Sale	374.05	1,500	561,069	19,120	Aug 07 04:31 PM
Gates Greg	Officer	Aug 05 '25	Proposed Sale	374.05	1,500	561,069		Aug 05 05:29 PM
Gates Greg	Group Managing Director	Jul 03 '25	Sale	382.63	1,500	573,952	20,620	Jul 08 04:14 PM
Gates Greg	Officer	Jul 03 '25	Proposed Sale	382.63	1,500	573,947		Jul 03 01:17 PM
Gates Greg	Group Managing Director	Jun 05 '25	Sale	378.87	1,500	568,300	22,354	Jun 09 04:12 PM
Gates Greg	Officer	Jun 05 '25	Proposed Sale	379.22	1,500	568,830		Jun 05 04:13 PM
Jambusaria Aneri	Group Managing Director	Jun 02 '25	Sale	383.99	80	30,719	5,662	Jun 04 04:13 PM
Jambusaria Aneri	Officer	Jun 02 '25	Proposed Sale	383.99	80	30,719		Jun 02 11:04 AM
Jambusaria Aneri	Managing Director	Mar 14 '25	Sale	311.87	80	24,950	5,742	Mar 17 04:24 PM
Jambusaria Aneri	Officer	Mar 14 '25	Proposed Sale	311.87	80	24,950		Mar 14 09:45 AM
Cohen Marc Eliot	Managing Director	Feb 26 '25	Sale	365.85	1,100	402,435	4,075	Feb 27 06:14 PM
Audette Matthew J	President and CFO	Feb 26 '25	Sale	360.07	4,588	1,652,001	16,538	Feb 27 06:05 PM
Cohen Marc Eliot	Officer	Feb 26 '25	Proposed Sale	365.85	1,100	402,435		Feb 26 12:01 PM
Audette Matthew J	Officer	Feb 26 '25	Proposed Sale	360.07	4,588	1,652,001		Feb 26 09:44 AM
Steinmeier Richard	Chief Executive Officer	Feb 18 '25	Sale	373.79	3,500	1,308,265	21,396	Feb 20 04:13 PM
Steinmeier Richard	Officer	Feb 18 '25	Proposed Sale	373.79	3,500	1,308,265		Feb 18 01:07 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Option Exercise	39.48	5,154	203,480	15,649	Feb 12 04:13 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Sale	369.33	5,154	1,903,527	10,495	Feb 12 04:13 PM
Enyedi Matthew	Officer	Feb 10 '25	Proposed Sale	369.33	5,154	1,903,527		Feb 10 10:12 AM
Audette Matthew J	President and CFO	Feb 05 '25	Option Exercise	70.89	28,777	2,040,117	42,440	Feb 07 04:15 PM
Audette Matthew J	President and CFO	Feb 05 '25	Sale	365.14	28,777	10,507,676	13,663	Feb 07 04:15 PM
Audette Matthew J	Officer	Feb 05 '25	Proposed Sale	365.14	28,777	10,507,676		Feb 05 04:20 PM
Arnold Dan H.	Former Officer and Director	Dec 19 '24	Proposed Sale	330.00	47,894	15,805,020		Dec 19 10:13 AM
Arnold Dan H.	Former Officer	Dec 18 '24	Proposed Sale	330.00	100	33,000		Dec 18 04:07 PM
Jambusaria Aneri	Managing Director	Dec 05 '24	Sale	331.94	305	101,242	3,920	Dec 09 05:11 PM
Jambusaria Aneri	Officer	Dec 05 '24	Proposed Sale	331.94	305	101,242		Dec 05 05:05 PM

Open in Screener

SNEX

StoneX Group Inc

Nov 20 • 09:30AM ET

89.00

+2.05 2.36 %

Financial • Capital Markets • USA • NASD

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

| Held by: IJR VTI AVUV IWM VB VXF IWO SPSM XSMO VBK

Index	RUT	P/E	15.17	EPS (ttm)	5.87	Insider Own	13.50%	Shs Outstand	49.03M	Perf Week	0.10%
Market Cap	4.37B	Forward P/E	12.16	EPS next Y	7.32	Insider Trans	-0.75%	Shs Float	42.46M	Perf Month	-11.25%
Enterprise Value	17.54B	PEG	1.03	EPS next Q	1.51	Inst Own	85.26%	Short Float	4.04%	Perf Quarter	-9.96%
Income	287.10M	P/S	0.03	EPS this Y	8.49%	Inst Trans	6.73%	Short Ratio	3.88	Perf Half Y	4.76%
Sales	130.81B	P/B	2.21	EPS next Y	25.48%	ROA	0.95%	Short Interest	1.72M	Perf YTD	36.27%
Book/sh	40.36	P/C	3.33	EPS next 5Y	14.79%	ROE	16.01%	52W High	106.98 -16.81%	Perf Year	37.33%
Cash/sh	26.75	P/FCF	5.88	EPS past 3/5Y	27.70% 22.11%	ROIC	9.31%	52W Low	60.58 46.91%	Perf 3Y	107.30%
Dividend Est.	-	EV/EBITDA	9.41	Sales past 3/5Y	32.92% 24.88%	Gross Margin	2.47%	Volatility	4.14% 3.52%	Perf 5Y	235.60%
Dividend TTM	-	EV/Sales	0.13	EPS Y/Y TTM	23.89%	Oper. Margin	1.36%	ATR (14)	3.09	Perf 10Y	498.48%
Dividend Ex-Date	-	Quick Ratio	0.68	Sales Y/Y TTM	53.19%	Profit Margin	0.22%	RSI (14)	44.47	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.71	EPS Q/Q	-2.60%	SMA20	-1.15%	Beta	0.46	Target Price	116.00
Payout	0.00%	Debt/Eq	7.32	Sales Q/Q	28.68%	SMA50	-6.27%	Rel Volume	0.15	Prev Close	86.95
Employees	4556	LT Debt/Eq	0.56	Earnings	Nov 24 AMC	SMA200	0.22%	Avg Volume	442.43K	Price	89.00
IPO	Mar 06, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-12.34% 10.96%	Trades		Volume	3,392	Change	2.36%

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

Nov-17-25 05:46PM	StoneX Group Inc. to Announce 2025 Fiscal Fourth Quarter Earnings on November 24, 2025 (GlobeNewswire)
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06:16AM	Loading…
Nov-03-25 06:16AM	StoneX Strengthens European Presence with Strategic Acquisition of Plantureux et Associes (GlobeNewswire) -5.69%
Oct-26-25 04:00PM	Gold Trader Hiring Spree Drives Up Pay as Bullion Market Booms (Bloomberg)
Oct-23-25 08:05AM	Blackstone Inc. (BX) Tops Q3 Earnings and Revenue Estimates (Zacks)
Oct-22-25 08:05AM	Moody's (MCO) Q3 Earnings and Revenues Surpass Estimates (Zacks)
Oct-17-25 07:12PM	StoneX Expands Wealth Management Offering for Latin American Clients (GlobeNewswire)
Oct-07-25 02:15PM	HIVE Digital Technologies (HIVE) Surges 25.2%: Is This an Indication of Further Gains? (Zacks)
09:54AM	Here are LRT Global Opportunities Strategy's Views on StoneX Group (SNEX) (Insider Monkey)
06:27AM	StoneX and Expana to Launch OTC Dairy Derivatives (GlobeNewswire)
Sep-25-25 04:52AM	StoneX Payments and Hana Bank Deepen Partnership to Strengthen Cross-Border Payment Capabilities (GlobeNewswire)
Sep-15-25 08:50AM	StoneX Group (SNEX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
10:09AM	Loading…
Sep-10-25 10:09AM	Grab These 5 Mid-Cap Stocks to Strengthen Your Portfolio in Q4 2025 (Zacks)
Sep-04-25 08:00AM	StoneX Acquires Right Corp, Expanding Global Trading Capabilities to Include Wholesale Meat Supply and Distribution (GlobeNewswire)
Aug-29-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks)
Aug-26-25 04:43AM	StoneX Payments Appointed by Bank Mendes Gans to Power Global Cross-border Payment Expansion (GlobeNewswire)
Aug-22-25 05:30AM	Traders Need a Green Light From Powell to Keep Stocks Rallying (Bloomberg)
Aug-20-25 12:03AM	2 Reasons to Sell SNEX and 1 Stock to Buy Instead (StockStory)
Aug-13-25 08:50AM	StoneX Group (SNEX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Aug-05-25 06:15PM	StoneX Group Inc. (SNEX) Q3 Earnings Lag Estimates (Zacks) -15.49%
04:34PM	StoneX Group Inc. Reports Fiscal 2025 Third Quarter Financial Results (GlobeNewswire)
09:32AM	StoneX Group Inc (SNEX) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
07:30AM	StoneX Completes Acquisition of The Benchmark Company to Expand Investment Banking Capabilities (GlobeNewswire)
Aug-04-25 09:26AM	Earnings To Watch: StoneX Group Inc (SNEX) Reports Q3 2025 Result (GuruFocus.com)
Jul-31-25 04:01PM	StoneX Completes Acquisition of R.J. O'Brien, Becoming the Largest Non-Bank FCM in the United States and Enhancing Global Multi-Asset Capabilities (GlobeNewswire)
Jul-30-25 05:19PM	StoneX Group Inc. to Announce 2025 Fiscal Third Quarter Earnings on August 5, 2025 (GlobeNewswire)
10:00AM	Brookfield Asset Management (BAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
06:15PM	Loading…
Jul-29-25 06:15PM	Marathon Digital Holdings, Inc. (MARA) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
10:00AM	StoneX Group Inc. (SNEX) Earnings Expected to Grow: What to Know Ahead of Q3 Release (Zacks)
Jul-28-25 01:48PM	Stock Of The Day Forms New Buy Point. You Probably Never Heard Of The Firm. (Investor's Business Daily)
Jul-25-25 12:10PM	Will StoneX Group (SNEX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-24-25 03:30PM	StoneX Group Inc. (SNEX): A Bull Case Theory (Insider Monkey)
Jul-17-25 03:53PM	Cocoa Prices Sink as Consumers Cut Down on High-Priced Chocolate (The Wall Street Journal)
Jul-11-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks) -5.10%
Jul-10-25 09:15AM	StoneX Group Inc. (SNEX) Soars to 52-Week High, Time to Cash Out? (Zacks)
Jul-08-25 01:25PM	Brokerage Firm StoneX Poised To Hit New Buy Point Amid 44% Advance (Investor's Business Daily)
Jun-30-25 08:49AM	StoneX Signs Letter of Intent to Acquire Intercam's U.S. Wealth Management Entities (Business Wire)
08:18AM	What Makes StoneX Group (SNEX) a Defensive Financial Services Firm? (Insider Monkey)
Jun-27-25 05:18PM	MercadoLibre, SAP, Uber Among Stocks To Watch As Shares Approach Buy Points (Investor's Business Daily)
Jun-25-25 08:50AM	StoneX Group (SNEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Jun-23-25 04:52PM	StoneX Group Inc. Announces Pricing of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)
08:56AM	StoneX Group Inc. Announces Private Offering of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)
Jun-18-25 09:57AM	Canadian Annual Derivatives Conference Opens the Market (Newsfile)
Jun-13-25 06:20AM	Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar? (Zacks)
Jun-10-25 12:00PM	StoneX Group (SNEX) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
May-28-25 06:20AM	Is SPDR S&P Capital Markets ETF (KCE) a Strong ETF Right Now? (Zacks)
May-27-25 10:30PM	StoneX Group Taps AI-Powered LIQUID eKYC to Improve Onboarding Experience, Expecting to Double Account Openings (PR Newswire)
May-13-25 11:18AM	StoneX Group to acquire Plantureux et Associes, term not disclosed (TipRanks)
May-12-25 11:08AM	StoneX to Acquire Plantureux et Associés, Enhancing Its Competitive Position in European Commodities Markets (GlobeNewswire)
11:08AM	StoneX to Acquire Plantureux et Associes, Enhancing Its Competitive Position in European Commodities Markets (GlobeNewswire)
May-09-25 03:22AM	StoneX Group Inc (SNEX) Q2 2025 Earnings Call Highlights: Record Revenues and Strategic ... (GuruFocus.com)
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May-07-25 06:55PM	StoneX Group Inc. (SNEX) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:40PM	StoneX Group Inc. Reports Fiscal 2025 Second Quarter Financial Results (GlobeNewswire)
09:44AM	Earnings To Watch: StoneX Group Inc (SNEX) Reports Q2 2025 Result (GuruFocus.com)
May-04-25 09:00PM	FOREX.com lands in Singapore, reflecting a new era in retail and self-directed CFD trading (PR Newswire)
May-01-25 10:01AM	Coinbase Global, Inc. (COIN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-30-25 04:35PM	StoneX Group Inc. to Announce 2025 Fiscal Second Quarter Earnings on May 7, 2025 (GlobeNewswire)
Apr-22-25 07:00AM	StoneX Precious Metals Vault in New York is granted CME Registered Depository status for Gold, Silver, Platinum, and Palladium (GlobeNewswire)
Apr-17-25 12:38PM	Two Financial Services Names Shine Among IBD 50 (Investor's Business Daily)
Apr-15-25 10:05AM	StoneX Group: A Hidden Gem, Creating Lots Of Financial Value (Seeking Alpha)
Apr-14-25 07:28AM	R.J. O'Brien Agrees to Acquisition by StoneX Group (PR Newswire)
07:00AM	StoneX to Acquire R.J. O'Brien, Creating a Market Leader in Global Derivatives (GlobeNewswire)
Apr-11-25 06:20AM	Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar? (Zacks)
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Apr-04-25 11:23AM	Coffee Drops as Trump Tariffs Spur Market Selloff, Demand Fears (Bloomberg) -6.24%
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Apr-01-25 10:00AM	StoneX Group Inc. Launches Shell Egg Contract to Address Price Volatility (GlobeNewswire)
Mar-26-25 08:50AM	Here's Why Momentum in StoneX Group (SNEX) Should Keep going (Zacks)
Mar-17-25 08:00AM	StoneX Payments and Bamboo Partner to Expand Cross-Border Payment Coverage in Latin America (GlobeNewswire)
Mar-11-25 08:00AM	StoneX to Acquire The Benchmark Company, Adding Capabilities in Investment Banking (GlobeNewswire)
Feb-26-25 07:29PM	The U.S. Plans to Import More Eggs. Will That Help Tame Rising Prices? (The Wall Street Journal)
02:19PM	Comex Copper Settles 1.25% Higher at $4.5420 (The Wall Street Journal)
08:28AM	Base Metal Prices Rise; Copper Gains on Trumps Tariff Comments (The Wall Street Journal)
Feb-21-25 11:00AM	StoneX Group CEO Philip Smith on Gold Market Volatility (GlobeNewswire)
07:29AM	StoneX Payments to Showcase Cross-Border FX Capabilities at BAFT Europe Bank-to-Bank Forum 2025 (GlobeNewswire)
07:13AM	2025's The Showdown 5 Sets Sales Pace Record (GlobeNewswire)
06:48AM	FOREX.com to Exhibit at Invest Cuffs Conference in Krakow (GlobeNewswire)
03:25AM	StoneX Unites with Women's Run Series to Champion Athletics Diversity (GlobeNewswire)
Feb-20-25 04:04PM	StoneX Hedge Reaches 1B Bushels Hedged (GlobeNewswire)
Feb-11-25 09:00AM	StoneX and Fiserv Partner to Enhance Cross-Border Payment Capabilities for Financial Institutions (GlobeNewswire)
Feb-07-25 12:38PM	Gold Has Smashed Record After Record. It Is Set to Continue Glittering in 2025 (The Wall Street Journal)
Feb-05-25 04:15PM	StoneX Group Inc. Reports Fiscal 2025 First Quarter Financial Results (GlobeNewswire) +8.03%
12:40PM	Gold Hits Fresh Record on Haven Demand as Tightness Persists (Bloomberg)
07:07AM	What To Expect From StoneX Group Inc (SNEX) Q1 2025 Earnings (GuruFocus.com)
Feb-04-25 07:08AM	StoneX Group Inc (SNEX) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-03-25 09:12AM	StoneX Completes Acquisition of Octo Finances (GlobeNewswire)
Jan-29-25 04:06PM	StoneX Group Inc. to Announce 2025 Fiscal First Quarter Earnings on February 5, 2025 (GlobeNewswire)
Jan-22-25 11:01AM	Improving Corn Prices Offer a Kernel of Hope for Farmers (The Wall Street Journal)
Jan-15-25 04:15PM	Gold Posts Largest Gain in Nearly a Month (The Wall Street Journal)
02:02PM	Comex Gold Settles 1.31% Higher at $2712.50 (The Wall Street Journal)
09:01AM	Gold Futures Rise on Weak U.S. Dollar, Economic Data (The Wall Street Journal)
Jan-13-25 07:30AM	Traxys and HNK Alpha Execute First Nickel Sulphate Futures Block Trade on Abaxx Commodity Futures Exchange and Clearinghouse (GlobeNewswire)
Dec-31-24 01:29PM	Gold Heads for Biggest Gain Since 2010 in Mixed Year for Metals (Bloomberg)
Dec-20-24 02:47PM	Cocoa Prices Tripled in 2024. Climate Change May Keep Them High (The Wall Street Journal)
09:54AM	California Milk Output Down 9% in November on Bird Flu Outbreak (Bloomberg)

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 1924 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FOWLER JOHN MOORE	Director	Nov 03 '25	Sale	91.20	1,125	102,600	114,769	Nov 05 04:35 PM
John Fowler	Director	Nov 03 '25	Proposed Sale	91.20	1,125	102,600		Nov 03 12:46 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Aug 19 '25	Sale	95.00	3,000	285,000	134,902	Aug 20 04:11 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Aug 20 '25	Sale	96.50	2,000	193,000	132,902	Aug 20 04:11 PM
OCONNOR SEAN MICHAEL	Officer	Aug 20 '25	Proposed Sale	96.50	2,000	193,000		Aug 20 12:58 PM
OCONNOR SEAN MICHAEL	Officer	Aug 19 '25	Proposed Sale	94.90	3,000	284,700		Aug 19 11:32 AM
FOWLER JOHN MOORE	Director	Aug 01 '25	Sale	96.00	1,125	108,000	115,749	Aug 05 09:12 AM
FOWLER JOHN MOORE	Director	Aug 01 '25	Proposed Sale	96.00	1,125	108,000		Aug 01 10:51 AM
Perkins Abigail H	Chief Information Officer	Jun 16 '25	Option Exercise	27.58	16,767	462,434	54,383	Jun 18 04:53 PM
Perkins Abigail H	Chief Information Officer	Jun 16 '25	Sale	86.22	10,470	902,733	43,913	Jun 18 04:53 PM
Perkins Abigail H	Chief Information Officer	Jun 12 '25	Option Exercise	27.58	17,206	474,541	47,174	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 13 '25	Option Exercise	27.58	16,652	459,262	47,728	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 12 '25	Sale	85.04	16,098	1,368,993	31,076	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 13 '25	Sale	84.25	10,112	851,942	37,616	Jun 16 05:55 PM
RADZIWILL JOHN	Chairman of the Board	Jun 12 '25	Buy	85.00	1,400	119,000	100,240	Jun 13 05:13 PM
Smith Philip Andrew	Chief Executive Officer	Jun 10 '25	Sale	83.68	7,500	627,600	327,754	Jun 11 06:03 PM
Smith Philip Andrew	Officer	Jun 10 '25	Proposed Sale	83.65	7,500	627,374		Jun 10 05:26 PM
Lyon Charles M	President	May 14 '25	Option Exercise	20.00	32,000	640,000	139,080	May 16 04:59 PM
Lyon Charles M	President	May 15 '25	Option Exercise	20.00	13,000	260,000	135,080	May 16 04:59 PM
Lyon Charles M	President	May 14 '25	Sale	87.92	17,000	1,494,708	122,080	May 16 04:59 PM
Lyon Charles M	President	May 15 '25	Sale	86.92	13,000	1,129,952	122,080	May 16 04:59 PM
FOWLER JOHN MOORE	Director	May 15 '25	Sale	87.75	1,125	98,719	116,735	May 15 04:42 PM
FOWLER JOHN MOORE	Director	May 15 '25	Proposed Sale	87.75	1,125	98,719		May 15 10:31 AM
Lyon Charles M	Officer	May 14 '25	Proposed Sale	87.92	30,000	2,637,600		May 14 04:54 PM
Smith Philip Andrew	Chief Executive Officer	May 05 '25	Sale	93.26	7,457	695,407	335,254	May 06 06:11 PM
Smith Philip Andrew	Officer	May 05 '25	Proposed Sale	93.22	7,457	695,164		May 05 04:21 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Apr 29 '25	Sale	89.63	34,083	3,054,846	1,023,084	May 01 06:24 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 01 '25	Sale	90.57	3,417	309,478	1,019,667	May 01 06:24 PM
OCONNOR SEAN MICHAEL	Officer	Apr 29 '25	Proposed Sale	89.63	37,500	3,361,125		Apr 29 04:22 PM
Smith Philip Andrew	Chief Executive Officer	Apr 17 '25	Option Exercise	20.00	40,553	811,060	383,264	Apr 21 06:26 PM
Smith Philip Andrew	Chief Executive Officer	Apr 17 '25	Sale	80.30	40,553	3,256,515	342,711	Apr 21 06:26 PM
Smith Philip Andrew	Chief Executive Officer	Apr 15 '25	Option Exercise	20.00	4,447	88,940	347,158	Apr 17 04:30 PM
Smith Philip Andrew	Chief Executive Officer	Apr 15 '25	Sale	80.07	4,447	356,080	342,711	Apr 17 04:30 PM
Smith Philip Andrew	Officer	Apr 15 '25	Proposed Sale	80.07	45,000	3,603,150		Apr 15 04:27 PM
Smith Philip Andrew	Chief Executive Officer	Apr 04 '25	Sale	69.56	9,000	626,039	342,711	Apr 08 04:38 PM
Smith Philip Andrew	Chief Executive Officer	Apr 01 '25	Option Exercise	20.00	45,000	900,000	396,711	Apr 03 04:39 PM
Smith Philip Andrew	Chief Executive Officer	Apr 01 '25	Sale	75.95	45,000	3,417,556	351,711	Apr 03 04:39 PM
Smith Philip Andrew	Officer	Apr 01 '25	Proposed Sale	75.94	54,000	4,100,760		Apr 01 04:55 PM
FOWLER JOHN MOORE	Director	Feb 26 '25	Sale	120.02	4,042	485,121	77,456	Feb 28 04:16 PM
Stevens Glenn Henry	Former officer	Feb 27 '25	Proposed Sale	121.80	30,000	3,654,000		Feb 27 04:57 PM
FOWLER JOHN MOORE	Director	Feb 26 '25	Proposed Sale	120.02	4,042	485,121		Feb 26 11:25 AM
Stevens Glenn Henry	Former Officer	Feb 21 '25	Proposed Sale	125.10	45,000	5,629,500		Feb 21 04:43 PM
Stevens Glenn Henry	Retired Officer	Feb 18 '25	Sale	117.82	15,000	1,767,296	77,964	Feb 20 04:42 PM
Perkins Abigail H	Chief Information Officer	Dec 17 '24	Sale	95.90	4,200	402,763	19,979	Dec 17 05:01 PM
Perkins Abigail H	Chief Information Officer	Dec 17 '24	Sale	96.96	150	14,544	225	Dec 17 05:01 PM
Rotsztain Diego	Chief Governance/Legal Officer	Dec 16 '24	Sale	97.75	4,426	432,625	14,442	Dec 17 04:53 PM
Rotsztain Diego	Officer	Dec 16 '24	Proposed Sale	97.71	4,426	432,478		Dec 16 04:38 PM
Maurer Mark Lowry	Chief Risk Officer	Dec 12 '24	Sale	101.60	5,000	508,011	48,432	Dec 16 04:16 PM
Maurer Mark Lowry	Officer	Dec 12 '24	Proposed Sale	101.57	5,000	507,846		Dec 12 04:20 PM
OCONNOR SEAN MICHAEL	CEO/President	Nov 25 '24	Sale	103.75	20,000	2,075,000	1,130,651	Nov 26 05:13 PM
OCONNOR SEAN MICHAEL	CEO/President	Nov 22 '24	Sale	100.14	20,000	2,002,800	1,150,651	Nov 26 05:13 PM
Rotsztain Diego	Chief Governance/Legal Officer	Nov 22 '24	Sale	101.10	4,608	465,869	18,470	Nov 26 05:07 PM
Rotsztain Diego	Chief Governance/Legal Officer	Nov 25 '24	Sale	102.50	2,250	230,625	16,220	Nov 26 05:07 PM
Diego Rotsztain	Chief Governance and Legal Off	Nov 25 '24	Proposed Sale	104.64	2,250	235,440		Nov 25 04:41 PM
FOWLER JOHN MOORE	Director	Nov 22 '24	Sale	100.14	1,800	180,252	81,375	Nov 25 04:13 PM
Diego Rotsztain	Officer	Nov 22 '24	Proposed Sale	101.22	4,608	466,422		Nov 22 03:19 PM
FOWLER JOHN MOORE	Director	Nov 22 '24	Proposed Sale	100.09	1,800	180,167		Nov 22 10:34 AM

Open in Screener

DAY

Dayforce Inc

Nov 20 • 09:30AM ET

69.08

+0.11 0.16 %

Technology • Software - Application • USA • NYSE

Peers: ADP PAYC PAYX PCTY WDAY INTU SAP ORCL

| Held by: VTI VOO VB RSP IVV VBK SPY XLI IWR SCHM

Index	S&P 500	P/E	-	EPS (ttm)	-0.94	Insider Own	3.65%	Shs Outstand	160.00M	Perf Week	0.25%
Market Cap	11.06B	Forward P/E	25.45	EPS next Y	2.71	Insider Trans	-1.72%	Shs Float	154.19M	Perf Month	0.85%
Enterprise Value	11.65B	PEG	-	EPS next Q	0.70	Inst Own	91.51%	Short Float	2.52%	Perf Quarter	-0.17%
Income	-149.80M	P/S	5.84	EPS this Y	15.78%	Inst Trans	-6.82%	Short Ratio	1.34	Perf Half Y	18.39%
Sales	1.89B	P/B	4.10	EPS next Y	19.01%	ROA	-1.78%	Short Interest	3.88M	Perf YTD	-4.90%
Book/sh	16.84	P/C	17.62	EPS next 5Y	18.16%	ROE	-5.71%	52W High	82.69 -16.46%	Perf Year	-7.46%
Cash/sh	3.92	P/FCF	66.68	EPS past 3/5Y	- -26.59%	ROIC	-4.49%	52W Low	48.01 43.90%	Perf 3Y	-4.95%
Dividend Est.	-	EV/EBITDA	19.60	Sales past 3/5Y	19.78% 16.39%	Gross Margin	52.15%	Volatility	0.31% 0.34%	Perf 5Y	-27.94%
Dividend TTM	-	EV/Sales	6.16	EPS Y/Y TTM	-376.77%	Oper. Margin	20.32%	ATR (14)	0.27	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.04	Sales Y/Y TTM	11.73%	Profit Margin	-7.91%	RSI (14)	63.10	Recom	2.89
Dividend Gr. 3/5Y	- -	Current Ratio	1.04	EPS Q/Q	-9952.00%	SMA20	0.57%	Beta	1.18	Target Price	70.00
Payout	0.00%	Debt/Eq	0.46	Sales Q/Q	9.45%	SMA50	0.59%	Rel Volume	0.09	Prev Close	68.97
Employees	9600	LT Debt/Eq	0.24	Earnings	Oct 29 AMC	SMA200	12.29%	Avg Volume	2.90M	Price	69.08
IPO	Apr 26, 2018	Option/Short	Yes / Yes	EPS/Sales Surpr.	-32.51% 0.04%	Trades		Volume	13,575	Change	0.16%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-21-25	Downgrade	TD Cowen	Buy → Hold
Jun-13-25	Downgrade	Wells Fargo	Equal Weight → Underweight	$50
May-08-25	Reiterated	BMO Capital Markets	Outperform	$64 → $67
Mar-07-25	Upgrade	TD Cowen	Hold → Buy	$67 → $68
Jan-08-25	Downgrade	Deutsche Bank	Buy → Hold	$85 → $80
Nov-19-24	Initiated	Scotiabank	Sector Perform	$75
Nov-13-24	Reiterated	BMO Capital Markets	Outperform	$80 → $90
Nov-01-24	Reiterated	BMO Capital Markets	Outperform	$70 → $80
Sep-24-24	Initiated	KeyBanc Capital Markets	Overweight	$70
Jul-31-24	Upgrade	Piper Sandler	Neutral → Overweight	$68 → $71
Jun-11-24	Reiterated	BMO Capital Markets	Outperform	$75
Jan-10-24	Initiated	Stifel	Buy	$75
Nov-07-23	Initiated	UBS	Buy	$87
Oct-23-23	Initiated	Goldman	Neutral	$74
Oct-05-23	Upgrade	Needham	Hold → Buy	$82
Jul-13-23	Downgrade	TD Cowen	Outperform → Market Perform	$69 → $71
Jan-09-23	Initiated	MoffettNathanson	Market Perform	$68
Oct-31-22	Upgrade	Barclays	Underweight → Equal Weight	$54 → $64
Sep-01-22	Initiated	Citigroup	Buy	$73
Mar-23-22	Initiated	Credit Suisse	Outperform	$85

Show Previous Ratings

Nov-19-25 11:03PM	3 Reasons to Sell DAY and 1 Stock to Buy Instead (StockStory)
05:05AM	Top earners are saving more for retirement. Everyone else is saving less. (USA TODAY)
Nov-18-25 08:00AM	New Dayforce Report Uncovers America's Growing Retirement Divide (GlobeNewswire)
Nov-17-25 11:35PM	3 Profitable Stocks Walking a Fine Line (StockStory)
Nov-13-25 08:19AM	Do Wall Street Analysts Like Dayforce Stock? (Barchart)
12:47PM	Loading…
Nov-12-25 12:47PM	Dayforce shareholders back Thoma Bravo's $12.3 billion take-private deal (Reuters)
12:06PM	Dayforce Stockholders Approve Acquisition by Thoma Bravo (GlobeNewswire)
Nov-06-25 01:32PM	3 Volatile Stocks We Keep Off Our Radar (StockStory)
Nov-03-25 10:00AM	Halper Sadeh LLC Encourages PRO, DAY, GES, PGRE Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Oct-30-25 01:14PM	Dayforce Q3 Earnings Miss Estimates, Revenues Rise Y/Y, Shares Up (Zacks)
Oct-29-25 05:40PM	Dayforce (DAY) Misses Q3 Earnings Estimates (Zacks)
05:30PM	Dayforce misses quarterly profit estimates as labor market softens (Reuters)
05:11PM	Dayforce's (NYSE:DAY) Q3 Earnings Results: Revenue In Line With Expectations (StockStory)
04:38PM	Dayforce: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Dayforce Reports Third Quarter 2025 Results (GlobeNewswire)
11:13PM	Loading…
Oct-27-25 11:13PM	Earnings To Watch: Dayforce (DAY) Reports Q3 Results Tomorrow (StockStory)
12:58PM	HALPER SADEH LLC ENCOURAGES GES, DAY, HSII SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS (PR Newswire)
10:18AM	Dayforce to Report Q3 Earnings: What's in Store for the Stock? (Zacks)
Oct-21-25 05:51PM	This Blackstone-TPG deal joins over $700 billion worth of private-equity buyouts this year. That's good news for shareholders. (MarketWatch)
Oct-17-25 06:15PM	Dayforce, Scholar Rock, and More Stocks See Action From Activist Investors (Barrons.com)
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Oct-13-25 07:48AM	Dayforce's Q3 2025 Earnings: What to Expect (Barchart)
Oct-07-25 04:03PM	Dayforce Launches Strategic Workforce Planning (GlobeNewswire)
04:03PM	Dayforce Introduces New Dayforce AI Agents to Accelerate How Work Gets Done (GlobeNewswire)
04:03PM	Dayforce Expands Collaboration with Microsoft to Transform HCM Workflows With AI (GlobeNewswire)
04:03PM	Dayforce Announces Dayforce AI Workspace (GlobeNewswire)
Oct-06-25 09:00AM	Dayforce Expands Dayforce Partner Network to Power Global Growth and Deliver More Value to Customers, Faster (GlobeNewswire)
09:00AM	16th Annual Dayforce Pulse of Talent: 71% of Workers Untrained in AI as Adoption and Expectations Surge (GlobeNewswire)
04:53AM	Upwork CEO Hayden Brown: There will be plenty of work for humans, even as AI agents do more (Fortune)
12:03AM	3 Reasons to Sell DAY and 1 Stock to Buy Instead (StockStory)
11:17AM	Loading…
Oct-03-25 11:17AM	Tech Buyouts Have Heated Up. These 8 Companies Could Be Next. (Barrons.com)
Oct-01-25 04:27PM	The Incredibly Shrinking Pool of Publicly Traded Companies (Barrons.com)
08:32AM	New Dayforce Podcast Makes Sense of Work - One Piece at a Time (GlobeNewswire)
Sep-26-25 08:05AM	Is Dayforce Stock Underperforming the Nasdaq? (Barchart)
Sep-24-25 08:24AM	Private equity firm Novacap to buy Integral Ad Science for $1.9 billion (Reuters)
Sep-23-25 08:00AM	Dayforce Announces Livestream for Dayforce Discover 2025 (GlobeNewswire)
12:31AM	3 Software Stocks We Think Twice About (StockStory)
Sep-22-25 09:59AM	Thoma Bravo to Buy PROS Holdings in $1.4 Billion Deal (The Wall Street Journal)
Sep-19-25 10:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
11:36AM	Stifel cuts Dayforce to Hold on Thoma Bravos $70 bid (Investing.com)
Sep-17-25 11:29AM	Elliott Just Dropped $2B on This Beaten-Down AI Stock--Here's Why It's Suddenly Soaring (GuruFocus.com)
08:11AM	Workday rises after Elliott reveals $2 billion stake, endorses leadership (Reuters)
Sep-16-25 09:09AM	Workday to acquire AI firm Sana for $1.1 billion (Reuters)
Sep-11-25 01:00PM	Dayforce Named a Leader in the 2025 Gartner Magic Quadrant for HCM Suites for 1,000+ Employee Enterprises for Sixth Consecutive Year (GlobeNewswire)
Sep-08-25 12:30PM	Dayforce Flex Work Expands Frontline Contingent Workforce Platform (GlobeNewswire)
Sep-04-25 11:35PM	Q2 Earnings Highlights: Dayforce (NYSE:DAY) Vs The Rest Of The HR Software Stocks (StockStory)
12:36AM	3 Mid-Cap Stocks We Steer Clear Of (StockStory)
Aug-25-25 08:14AM	Dayforce (DAYS) Climbs 31% on $12.3-Billion Thoma Bravo Merger (Insider Monkey)
Aug-23-25 11:33AM	Credit Fuels the AI Boom and Fears of a Bubble (Bloomberg)
Aug-22-25 09:35AM	Gap downgraded, Ulta upgraded: Wall Street's top analyst calls (The Fly)
Aug-21-25 06:11PM	Workday's forecast for quarterly subscription revenue disappoints (Reuters)
01:14PM	Stocks to Watch Thursday: Coty, Meta, Walmart, Cracker Barrel (The Wall Street Journal)
10:08AM	Dayforce's stock wasn't getting enough love, so Thoma Bravo stepped in with $12 billion (MarketWatch)
09:36AM	Stocks to Watch Thursday: Coty, Meta, Walmart, Dayforce (The Wall Street Journal)
09:35AM	Dayforce, Boeing, Nvidia: Trending tickers (Yahoo Finance Video)
08:53AM	Thoma Bravo Adds Dayforce To Growing Software Portfolio In $12 Billion Deal (Investor's Business Daily)
08:00AM	Dayforce Reaches Agreement With Thoma Bravo to Go Private (Barrons.com)
07:29AM	Thoma Bravo to Buy Dayforce for $11.2 Billion (The Wall Street Journal)
07:10AM	Thoma Bravo to buy Dayforce in $12.3 billion deal (Reuters)
07:00AM	Dayforce Enters into US$12.3 Billion Definitive Agreement with Thoma Bravo to Become a Private Company (GlobeNewswire)
05:38AM	1 Cash-Producing Stock with Promising Prospects and 2 We Turn Down (StockStory)
05:04AM	Thoma Bravo eyes Dayforce in potential $11bn deal (Verdict)
Aug-20-25 04:19PM	These Stocks Moved the Most Today: Target, Palantir, Intel, Nvidia, Dayforce, Hertz, James Hardie, and More (Barrons.com)
02:46PM	These Stocks Are Moving the Most Today: Target, Palantir, Intel, Nvidia, Dayforce, Hertz, James Hardie, and More (Barrons.com)
09:29AM	TJX, Estée Lauder, Dayforce: Trending Tickers (Yahoo Finance Video)
07:53AM	Dayforce Confirms Buyout Talks. The Stock Is Rising. (Barrons.com)
07:42AM	7 Hot Stocks Take Over As Palantir Drops In Troubling Sell-Off (Investor's Business Daily)
07:22AM	Dayforce in advanced talks for $70 per share buyout by Thoma Bravo (Reuters)
07:00AM	Dayforce and Thoma Bravo Discussing Possible Acquisition (GlobeNewswire)
Aug-19-25 12:41PM	Dayforce (DAY) Soars 26% on Acquisition Reports (Insider Monkey)
Aug-18-25 05:36PM	S&P 500 Gains and Losses Today: Solar Stocks Surge; Intel Slides After Recent Rally (Investopedia) +25.98%
04:19PM	These Stocks Moved Moving the Most Today: Dayforce, Novo Nordisk, GoodRx, UnitedHealth, Sunrun, Duolingo, TeraWulf, and More (Barrons.com)
03:15PM	Thoma Bravo nearing deal to acquire software firm Dayforce, source says (Reuters)
02:41PM	Why Are Dayforce (DAY) Shares Soaring Today (StockStory)
02:25PM	These Stocks Are Moving the Most Today: Dayforce, Novo Nordisk, GoodRx, UnitedHealth, Sunrun, Duolingo, TeraWulf, and More (Barrons.com)
01:40PM	Why Solar Stocks Are Surging Today (Investopedia)
11:34AM	Top Stock Movers Now: Dayforce, Novo Nordisk, First Solar, and More (Investopedia)
10:45AM	Software Stock Soars on Reported Buyout Interest (Schaeffer's Research)
10:30AM	BC-Most Active Stocks (Associated Press Finance)
10:13AM	Thoma Bravo Is Said to Be in Talks to Buy Software Firm Dayforce (Bloomberg)
10:05AM	Dayforce Shares Pop on Report of Talks With Private Equity Firm Thoma Bravo (Investopedia)
09:51AM	Dayforce Stock Surges 23%. Why Wall Street's Excited. (Barrons.com)
09:48AM	These Stocks Are Moving the Most Today: Dayforce, Novo Nordisk, GoodRx, UnitedHealth, Sunrun, Soho House, and More (Barrons.com)
09:42AM	Air Canada, Soho House, Dayforce: Trending Tickers (Yahoo Finance Video)
09:34AM	Stocks to Watch Monday: Novo Nordisk, TeraWulf, UnitedHealth, Soho House (The Wall Street Journal)
08:28AM	Dayforce Stock Jumps On Report Of Private Equity Suitor (Investor's Business Daily)
07:45AM	5 Things to Know Before the Stock Market Opens (Investopedia)
07:23AM	This Software Stock Has Soared 30%. Why Wall Street's Excited. (Barrons.com)
05:19AM	UnitedHealth up for a second day and other movers ahead of the open (MarketWatch)
03:43AM	Stock Market Today: Dow, S&P 500 and Nasdaq set to edge lower ahead of Trump-Zelensky meeting (MarketWatch)
12:37AM	Wall Street is quiet in premarket trading ahead of Trump's meeting with Ukraine's Zelenskyy (Associated Press Finance)
Aug-13-25 01:44AM	The Top 5 Analyst Questions From Dayforce's Q2 Earnings Call (StockStory)
Aug-12-25 03:20AM	DAY Q2 Deep Dive: AI Platform Expansion and Bookings Momentum Shape Outlook (StockStory)
12:38AM	2 of Wall Street's Favorite Stocks to Consider Right Now and 1 That Underwhelm (StockStory)
Aug-07-25 12:44AM	1 Small-Cap Stock with Exciting Potential and 2 We Ignore (StockStory)
Aug-06-25 11:18AM	Dayforce Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Down (Zacks)
08:10AM	Dayforce (DAY) Q2 Earnings and Revenues Beat Estimates (Zacks)
08:00AM	Dayforce beats quarterly revenue estimates on steady software demand (Reuters)
07:52AM	Dayforce's (NYSE:DAY) Q2 Sales Beat Estimates But Full-Year Sales Guidance Misses Expectations Significantly (StockStory)
07:07AM	Dayforce: Q2 Earnings Snapshot (Associated Press Finance)

Dayforce, Inc. engages in the development of human capital management software. It offers Dayforce, Powerpay, and Bureau products and services. The firm provides human resources (HR), payroll, benefits, workforce management, and talent management functionality. Powerpay is a cloud HR and payroll solution for the Canadian small business market, through both direct sales and established partner channels. The Bureau solutions offer payroll and payroll-related services using legacy technology. The company was founded in 1992 and is headquartered in Minneapolis, MN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Holdridge Stephen H.	President, COO	Nov 14 '25	Sale	68.87	2,000	137,740	178,814	Nov 18 04:27 PM
STEPHEN H HOLDRIDGE	Officer	Nov 14 '25	Proposed Sale	68.87	2,000	137,740		Nov 14 04:06 PM
PRICE T ROWE ASSOCIATES INC /M	10% Owner	Oct 30 '25	Sale	68.45	39,558	2,707,745	24,753,418	Nov 03 06:48 PM
PRICE T ROWE ASSOCIATES INC /M	10% Owner	Oct 31 '25	Sale	68.74	10,147	697,505	24,743,271	Nov 03 06:48 PM
PRICE T ROWE ASSOCIATES INC /M	10% Owner	Oct 24 '25	Sale	68.50	2,977	203,924	24,789,870	Oct 28 05:08 PM
Jacobs Jeffrey Scott	Head of Acct & Fin Reporting	Oct 27 '25	Sale	68.54	353	24,195	49,401	Oct 28 04:28 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Oct 24 '25	Sale	68.55	3,233	221,622	117,934	Oct 28 04:20 PM
JEFFREY JACOBS	Officer	Oct 27 '25	Proposed Sale	68.54	353	24,195		Oct 27 04:06 PM
PRICE T ROWE ASSOCIATES INC /M	10% Owner	Oct 22 '25	Sale	68.35	3,077	210,313	24,794,038	Oct 24 07:09 PM
PRICE T ROWE ASSOCIATES INC /M	10% Owner	Oct 23 '25	Sale	68.50	1,191	81,584	24,792,847	Oct 24 07:09 PM
SAMER ALKHARRAT	Officer	Oct 24 '25	Proposed Sale	68.55	3,233	221,622		Oct 24 04:12 PM
McDonald William Everett	EVP, CLO, & Secretary	Oct 15 '25	Sale	68.25	1,912	130,494	101,772	Oct 17 04:18 PM
Holdridge Stephen H.	President, COO	Oct 15 '25	Sale	68.25	2,000	136,500	184,811	Oct 17 04:16 PM
WILLIAM E MCDONALD	Officer	Oct 15 '25	Proposed Sale	68.25	1,912	130,494		Oct 15 04:11 PM
STEPHEN H HOLDRIDGE	Officer	Oct 15 '25	Proposed Sale	68.25	2,000	136,500		Oct 15 04:10 PM
PRICE T ROWE ASSOCIATES INC /M	10% Owner	Oct 09 '25	Sale	68.38	4,499	307,642	24,797,115	Oct 14 04:16 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Sep 25 '25	Sale	68.78	3,232	222,297	121,167	Sep 29 04:13 PM
SAMER ALKHARRAT	Officer	Sep 25 '25	Proposed Sale	68.78	3,232	222,297		Sep 25 04:14 PM
Holdridge Stephen H.	President, COO	Sep 15 '25	Sale	68.95	2,000	137,900	186,811	Sep 17 04:23 PM
STEPHEN H HOLDRIDGE	Officer	Sep 15 '25	Proposed Sale	68.95	2,000	137,900		Sep 15 04:44 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Aug 25 '25	Sale	68.95	3,233	222,915	124,399	Aug 27 04:16 PM
SAMER ALKHARRAT	Officer	Aug 25 '25	Proposed Sale	68.95	3,233	222,915		Aug 25 04:03 PM
McDonald William Everett	EVP, CLO, & Secretary	Aug 18 '25	Option Exercise	22.00	3,000	66,000	106,684	Aug 20 04:22 PM
McDonald William Everett	EVP, CLO, & Secretary	Aug 18 '25	Sale	67.50	3,000	202,500	103,684	Aug 20 04:22 PM
Jacobs Jeffrey Scott	Head of Acct & Fin Reporting	Aug 18 '25	Sale	66.10	700	46,270	49,754	Aug 20 04:15 PM
Holdridge Stephen H.	President, COO	Aug 15 '25	Sale	53.61	2,000	107,220	188,811	Aug 19 04:12 PM
WILLIAM E MCDONALD	Officer	Aug 18 '25	Proposed Sale	67.50	3,000	202,500		Aug 18 04:22 PM
STEPHEN H HOLDRIDGE	Officer	Aug 15 '25	Proposed Sale	53.61	2,000	107,220		Aug 15 04:04 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Jul 25 '25	Sale	59.69	4,659	278,096	127,632	Jul 29 04:25 PM
SAMER ALKHARRAT	Officer	Jul 25 '25	Proposed Sale	59.69	4,659	278,096		Jul 25 04:09 PM
McDonald William Everett	EVP, CLO, & Secretary	Jul 15 '25	Sale	55.01	2,059	113,266	103,684	Jul 17 04:29 PM
Holdridge Stephen H.	President, COO	Jul 15 '25	Sale	55.01	2,000	110,020	190,811	Jul 17 04:24 PM
WILLIAM E MCDONALD	Officer	Jul 15 '25	Proposed Sale	55.01	2,059	113,266		Jul 15 04:39 PM
STEPHEN H HOLDRIDGE	Officer	Jul 15 '25	Proposed Sale	55.01	2,000	110,020		Jul 15 04:23 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Jun 25 '25	Sale	57.95	664	38,479	132,266	Jun 27 04:14 PM
SAMER ALKHARRAT	Officer	Jun 25 '25	Proposed Sale	57.95	664	38,479		Jun 25 04:01 PM
Holdridge Stephen H.	President, COO	Jun 13 '25	Sale	58.00	2,000	116,000	192,811	Jun 17 04:26 PM
STEPHEN H HOLDRIDGE	Officer	Jun 13 '25	Proposed Sale	58.00	2,000	116,000		Jun 13 04:39 PM
Holdridge Stephen H.	President, COO	Jun 03 '25	Sale	58.20	2,000	116,400	194,811	Jun 05 04:19 PM
STEPHEN H HOLDRIDGE	Officer	Jun 03 '25	Proposed Sale	58.20	2,000	116,400		Jun 03 04:17 PM
Alkharrat Samer	EVP, Chief Revenue Officer	May 23 '25	Sale	56.90	3,966	225,665	146,271	May 27 04:23 PM
SAMER ALKHARRAT	Officer	May 23 '25	Proposed Sale	56.90	3,966	225,665		May 23 04:03 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Apr 25 '25	Sale	56.64	1,916	108,522	150,237	Apr 29 04:18 PM
SAMER ALKHARRAT	Officer	Apr 25 '25	Proposed Sale	56.64	1,916	108,522		Apr 25 04:02 PM
McDonald William Everett	EVP, CLO, & Secretary	Apr 15 '25	Sale	56.16	2,000	112,320	105,691	Apr 17 04:17 PM
WILLIAM E MCDONALD	Officer	Apr 15 '25	Proposed Sale	56.16	2,000	112,320		Apr 15 04:11 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Mar 25 '25	Sale	60.30	3,523	212,437	151,828	Mar 27 04:10 PM
SAMER ALKHARRAT	Officer	Mar 25 '25	Proposed Sale	60.30	3,523	212,437		Mar 25 04:04 PM
McDonald William Everett	EVP, CLO, & Secretary	Mar 17 '25	Sale	55.55	1,999	111,044	107,393	Mar 18 04:17 PM
WILLIAM E MCDONALD	Officer	Mar 17 '25	Proposed Sale	55.55	1,999	111,044		Mar 17 04:20 PM
Holdridge Stephen H.	President, COO	Feb 13 '25	Sale	65.10	1,000	65,100	159,934	Feb 14 04:09 PM
STEPHEN H HOLDRIDGE	Officer	Feb 13 '25	Proposed Sale	65.10	1,000	65,100		Feb 13 04:10 PM
McDonald William Everett	EVP, CLO, & Secretary	Feb 03 '25	Option Exercise	0.00	18,484	0	95,570	Feb 05 04:21 PM
Korngiebel Joseph B	EVP, CSPTO	Feb 03 '25	Option Exercise	0.00	35,135	0	205,325	Feb 05 04:19 PM
Johnson Jeremy Robert	EVP, CFO	Feb 03 '25	Option Exercise	0.00	21,730	0	45,338	Feb 05 04:16 PM
Jacobs Jeffrey Scott	Head of Acct & Fin Reporting	Feb 03 '25	Option Exercise	0.00	938	0	36,188	Feb 05 04:14 PM
Holdridge Stephen H.	President, COO	Feb 03 '25	Option Exercise	0.00	36,032	0	160,934	Feb 05 04:12 PM
Alkharrat Samer	EVP, Chief Revenue Officer	Feb 03 '25	Option Exercise	0.00	27,930	0	118,295	Feb 05 04:09 PM
Ossip David D	Chairman and CEO	Feb 03 '25	Option Exercise	0.00	66,114	0	974,662	Feb 05 04:05 PM
Holdridge Stephen H.	President, COO	Jan 15 '25	Sale	71.33	1,000	71,330	119,022	Jan 17 04:20 PM
STEPHEN H HOLDRIDGE	Officer	Jan 15 '25	Proposed Sale	71.33	1,000	71,330		Jan 15 04:19 PM
Holdridge Stephen H.	President, COO	Dec 13 '24	Sale	77.29	1,000	77,290	120,022	Dec 17 04:25 PM
STEPHEN H HOLDRIDGE	Officer	Dec 13 '24	Proposed Sale	77.29	1,000	77,290		Dec 13 04:02 PM
Ossip David D	Chairman and CEO	Nov 26 '24	Option Exercise	22.00	858,697	18,891,334	1,653,224	Nov 27 04:17 PM
Ossip David D	Chairman and CEO	Nov 26 '24	Sale	79.55	858,697	68,309,346	794,527	Nov 27 04:17 PM
David Ossip	Officer	Nov 26 '24	Proposed Sale	81.80	858,697	70,241,415		Nov 26 10:16 AM

Open in Screener

NDAQ

Nasdaq Inc

Nov 20 • 09:30AM ET

87.90

+1.88 2.19 %

Financial • Financial Data & Stock Exchanges • USA • NASD

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

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

Index	S&P 500	P/E	31.34	EPS (ttm)	2.80	Insider Own	21.03%	Shs Outstand	572.75M	Perf Week	0.54%
Market Cap	50.19B	Forward P/E	23.15	EPS next Y	3.80	Insider Trans	-0.04%	Shs Float	450.94M	Perf Month	0.55%
Enterprise Value	59.11B	PEG	2.16	EPS next Q	0.90	Inst Own	75.17%	Short Float	1.72%	Perf Quarter	-7.23%
Income	1.62B	P/S	6.15	EPS this Y	21.21%	Inst Trans	-2.32%	Short Ratio	2.41	Perf Half Y	8.24%
Sales	8.17B	P/B	4.19	EPS next Y	11.10%	ROA	5.31%	Short Interest	7.76M	Perf YTD	13.70%
Book/sh	20.99	P/C	72.01	EPS next 5Y	14.48%	ROE	14.07%	52W High	97.63 -9.97%	Perf Year	10.18%
Cash/sh	1.22	P/FCF	23.92	EPS past 3/5Y	-6.38% 4.53%	ROIC	7.69%	52W Low	64.84 35.56%	Perf 3Y	35.67%
Dividend Est.	1.05 (1.19%)	EV/EBITDA	20.06	Sales past 3/5Y	7.93% 11.67%	Gross Margin	54.62%	Volatility	1.65% 1.65%	Perf 5Y	109.59%
Dividend TTM	1.02 (1.16%)	EV/Sales	7.24	EPS Y/Y TTM	68.03%	Oper. Margin	28.43%	ATR (14)	1.53	Perf 10Y	356.94%
Dividend Ex-Date	Dec 05, 2025	Quick Ratio	0.99	Sales Y/Y TTM	16.41%	Profit Margin	19.90%	RSI (14)	52.06	Recom	1.59
Dividend Gr. 3/5Y	10.33% 8.68%	Current Ratio	0.99	EPS Q/Q	38.24%	SMA20	1.20%	Beta	1.02	Target Price	105.33
Payout	48.74%	Debt/Eq	0.80	Sales Q/Q	2.94%	SMA50	-0.43%	Rel Volume	0.61	Prev Close	86.02
Employees	9162	LT Debt/Eq	0.76	Earnings	Oct 21 BMO	SMA200	3.31%	Avg Volume	3.22M	Price	87.90
IPO	Jul 01, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.26% 0.89%	Trades		Volume	97,986	Change	2.19%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$110
Jul-25-25	Upgrade	UBS	Neutral → Buy	$115
Apr-17-25	Upgrade	Redburn Atlantic	Neutral → Buy	$91
Apr-08-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$74
Jan-08-25	Upgrade	Deutsche Bank	Hold → Buy	$80 → $98
Nov-25-24	Initiated	William Blair	Outperform
Oct-14-24	Upgrade	Raymond James	Mkt Perform → Outperform	$82
Sep-27-24	Initiated	RBC Capital Mkts	Outperform	$88
Sep-26-24	Initiated	TD Cowen	Hold	$83
Sep-09-24	Reiterated	Oppenheimer	Outperform	$78 → $80
Sep-04-24	Upgrade	BofA Securities	Underperform → Buy	$53 → $90
May-08-24	Downgrade	Rosenblatt	Buy → Neutral	$76 → $64
Apr-11-24	Initiated	Barclays	Overweight	$76
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$59 → $80
Apr-03-24	Initiated	Edward Jones	Buy
Mar-26-24	Upgrade	Goldman	Neutral → Buy	$73
Dec-01-23	Resumed	Goldman	Neutral	$58
Apr-11-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$70 → $60
Jan-26-23	Downgrade	Deutsche Bank	Buy → Hold	$72 → $60
Nov-14-22	Initiated	Redburn	Neutral

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Nov-11-25 04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date October 31, 2025 (GlobeNewswire)
01:19PM	4 Stocks to Watch From the Prospering Securities & Exchanges Industry (Zacks)
04:46PM	Loading…
Nov-10-25 04:46PM	Nasdaq Is Staffing Up Ahead of ETF Share-Class Listing Deluge (Wealth Management)
03:19PM	Lamarina, The Cove & Cucina: 5th Palm Beach CorpGov Forum Social Events (CorpGov.com)
Nov-07-25 04:05PM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)
07:03AM	Is Wall Street Bullish or Bearish on Nasdaq Stock? (Barchart)
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Nov-04-25 04:05PM	Nasdaq Reports October 2025 Volumes (GlobeNewswire)
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10:19AM	Registration Closing: 5th Palm Beach CorpGov Forum Nov 5-6 with NYSE and Goldman Sachs (CorpGov.com)
07:30AM	Nasdaq Halts Premium Catering (Holdings) Limited (GlobeNewswire)
Oct-30-25 12:43PM	Intercontinental Exchange Q3 Earnings Top, Revenues Lag Estimates (Zacks)
Oct-29-25 01:13PM	Criteo Stock Pops on Strong Results -- and a Transatlantic Relocation Plan (Motley Fool)
Oct-24-25 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date October 15, 2025 (GlobeNewswire)
08:14AM	Datavault AI's Swiss Exchange Is Reshaping Its Future (MarketBeat)
Oct-23-25 06:00AM	Nasdaq Halts NusaTrip Incorporated (GlobeNewswire)
06:00AM	Nasdaq Halts Empro Group Inc. (GlobeNewswire)
Oct-22-25 11:01AM	CME Group Q3 Earnings Surpass Estimates, Revenues Decline Y/Y (Zacks)
08:09AM	Earnings live: Netflix stock dives, AT&T, GE Vernova, and Hilton rise as Tesla earnings loom (Yahoo Finance)
Oct-21-25 04:35PM	Earnings live: Netflix stock falls while AT&T, GE Vernova, and Hilton rise on Q3 results (Yahoo Finance)
04:35PM	Earnings live: GM stock soars, Netflix sinks as third quarter results pour in (Yahoo Finance)
03:01PM	Nasdaq Inc (NDAQ) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
02:13PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
01:45PM	NDAQ Q3 Earnings & Revenues Top Estimates, Expense View Tweaked (Zacks)
01:21PM	Nasdaq Inc Produces Strong Earnings and Cash Flow - NDAQ Could be Cheap (Barchart)
11:00AM	Final Agenda: 5th Palm Beach CorpGov Forum Nov 5-6 with NYSE and Goldman Sachs (CorpGov.com)
11:00AM	Updated Preliminary Agenda: 5th Palm Beach CorpGov Forum Nov 5-6 (Exec Edge)
09:45AM	Nasdaq (NDAQ) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
09:30AM	Nasdaq (NDAQ) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:13AM	Earnings live: General Motors and GE raise guidance, Coca-Cola stock rises on earnings beat (Yahoo Finance)
08:10AM	Nasdaq (NDAQ) Q3 Earnings and Revenues Surpass Estimates (Zacks)
07:31AM	Nasdaq (NASDAQ:NDAQ) Delivers Strong Q3 Numbers (StockStory)
07:12AM	Nasdaq: Q3 Earnings Snapshot (Associated Press Finance)
07:01AM	Nasdaq Announces Quarterly Dividend of $0.27 Per Share (GlobeNewswire)
07:00AM	Nasdaq Reports Third Quarter 2025 Results; Surpassing $1 Billion in Solutions Quarterly Revenue and $3 Billion in ARR (GlobeNewswire)
Oct-20-25 04:30PM	Earnings live: Cleveland-Cliffs stock soars, Zions Bancorp rises with results from GM, Netflix on deck (Yahoo Finance)
12:10PM	Will Nasdaq (NDAQ) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:22AM	Earnings live: Tesla, Netflix, General Motors, Ford, and P&G to headline third quarter earnings calendar this week (Yahoo Finance)
Oct-19-25 11:02PM	Nasdaq Earnings: What To Look For From NDAQ (StockStory)
07:33AM	Tesla, Netflix set to report earnings as US-China trade fight turns 'unsustainable': What to watch this week (Yahoo Finance)
Oct-18-25 10:00AM	Nasdaq Halts Platinum Analytics Cayman Limited (GlobeNewswire)
10:00AM	Nasdaq Halts Pitanium Limited (GlobeNewswire)
10:00AM	Nasdaq Halts Etoiles Capital Group Co., Ltd. (GlobeNewswire)
Oct-17-25 11:06AM	Nasdaq Gears Up to Report Q3 Earnings: Here's What to Expect (Zacks)
Oct-16-25 09:15AM	Exploring Analyst Estimates for Nasdaq (NDAQ) Q3 Earnings, Beyond Revenue and EPS (Zacks)
03:00AM	Nasdaq Embeds Innovative AI Capabilities Within its Surveillance Platform (GlobeNewswire)
Oct-15-25 10:00AM	Earnings Preview: CME Group (CME) Q3 Earnings Expected to Decline (Zacks)
Oct-14-25 04:05PM	Nasdaq Resumes Trading in Apollomics Inc. (GlobeNewswire)
10:00AM	Nasdaq (NDAQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-11-25 10:00AM	Nasdaq Halts Smart Digital Group Limited (GlobeNewswire)
10:00AM	Nasdaq Halts QMMM Holdings Limited (GlobeNewswire)
Oct-10-25 06:10PM	Crypto bulls were amped for potential solana ETF approvals this week. But the government shutdown threw it into limbo. (MarketWatch)
Oct-09-25 04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date September 30, 2025 (GlobeNewswire)
Oct-07-25 04:15PM	Nasdaq Reports September 2025 Volumes and 3Q25 Statistics (GlobeNewswire)
08:41AM	Earnings Preview: What to Expect From Nasdaqs Report (Barchart)
Oct-05-25 09:30AM	Wall Street, crypto industry say tokenization will reshape global markets: 'Its going to eat the entire financial system' (Yahoo Finance)
Oct-03-25 12:03AM	Nasdaq (NDAQ): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)
Sep-29-25 04:15PM	Nasdaq to Hold Third Quarter 2025 Investor Conference Call (GlobeNewswire)
08:17AM	ICE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-26-25 11:12AM	CME Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
10:26AM	NDAQ Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-25-25 11:17AM	New Speakers Announced: 5th Palm Beach CorpGov Forum \| Preview Panelists & Topics (Exec Edge)
08:04AM	Banks Can Now Streamline Operations With Nasdaq Calypso On AWS (Benzinga)
03:00AM	Nasdaq and AWS to Advance Capital Markets and Banking Infrastructure Across the Financial System (GlobeNewswire)
Sep-24-25 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date September 15, 2025 (GlobeNewswire)
07:20AM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)
Sep-23-25 09:45AM	Here's Why Nasdaq (NDAQ) is a Strong Growth Stock (Zacks)
09:00AM	American Life & Security Corp. Launches New Nasdaq Intraday Volatility Control Index Crediting Option for American Select FIA (PR Newswire)
Sep-19-25 09:35AM	Nasdaq (NDAQ) Loses 5.4% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Sep-18-25 03:30PM	Nasdaq's $50M Bet on Gemini Signals Wall Street's Crypto AwakeningAnd It's Bigger Than Just One Exchange (Benzinga)
Sep-17-25 05:48PM	Nasdaq Halts Apollomics Inc., Ltd. (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SKULE JEREMY	EVP, CSO	Nov 03 '25	Sale	85.40	2,105	179,767	84,974	Nov 05 04:00 PM
JEREMY SKULE	Officer	Nov 03 '25	Proposed Sale	85.40	2,105	179,767		Nov 03 04:01 PM
SKULE JEREMY	EVP, CSO	Oct 01 '25	Sale	88.22	2,105	185,703	88,341	Oct 03 04:00 PM
JEREMY SKULE	Officer	Oct 01 '25	Proposed Sale	88.22	2,105	185,703		Oct 01 04:03 PM
SKULE JEREMY	EVP, CSO	Sep 02 '25	Sale	93.22	2,105	196,228	90,446	Sep 04 04:00 PM
JEREMY SKULE	Officer	Sep 02 '25	Proposed Sale	93.22	2,105	196,228		Sep 02 04:03 PM
BEGLEY CHARLENE T	Director	Aug 04 '25	Sale	96.60	3,000	289,800	46,001	Aug 06 04:00 PM
SKULE JEREMY	EVP, CSO	Aug 01 '25	Sale	95.49	2,105	201,006	92,551	Aug 05 04:03 PM
Charlene Begley	Director	Aug 04 '25	Proposed Sale	96.60	3,000	289,802		Aug 04 04:13 PM
JEREMY SKULE	Officer	Aug 01 '25	Proposed Sale	95.49	2,105	201,006		Aug 01 04:02 PM
Daly Michelle Lynn	SVP, Controller & PAO	Jul 25 '25	Sale	93.45	8,691	812,174	8,879	Jul 29 04:17 PM
MICHELLE DALY	Officer	Jul 25 '25	Proposed Sale	93.46	8,691	812,243		Jul 25 04:08 PM
Peterson Bradley J	EVP, CIO	Jul 02 '25	Sale	88.87	11,508	1,022,716	111,035	Jul 03 01:11 PM
SKULE JEREMY	EVP, CSO	Jul 01 '25	Sale	89.17	2,105	187,703	94,656	Jul 03 01:09 PM
BRADLEY J PETERSON	Officer	Jul 02 '25	Proposed Sale	88.87	11,508	1,022,763		Jul 02 04:33 PM
JEREMY SKULE	Officer	Jul 01 '25	Proposed Sale	89.17	2,105	187,703		Jul 01 04:02 PM
Griggs PC Nelson	Pres. Capital Access Platforms	Jun 06 '25	Sale	85.22	4,000	340,880	207,405	Jun 09 04:04 PM
SKULE JEREMY	EVP, CSO	Jun 06 '25	Sale	85.00	2,104	178,840	96,438	Jun 09 04:03 PM
P C GRIGGS	Officer	Jun 06 '25	Proposed Sale	85.22	4,000	340,880		Jun 06 05:15 PM
JEREMY SKULE	Officer	Jun 06 '25	Proposed Sale	85.00	2,104	178,840		Jun 06 04:05 PM
SKULE JEREMY	EVP, CSO	Jun 02 '25	Sale	83.28	1,053	87,694	98,542	Jun 04 04:04 PM
JEREMY SKULE	Officer	Jun 02 '25	Proposed Sale	83.28	1,053	87,694		Jun 02 04:19 PM
Griggs PC Nelson	Pres. Capital Access Platforms	May 27 '25	Sale	83.03	8,000	664,240	211,405	May 29 04:15 PM
P C GRIGGS	Officer	May 27 '25	Proposed Sale	83.03	8,000	664,252		May 27 04:08 PM
SKULE JEREMY	EVP, CSO	May 12 '25	Sale	81.52	1,053	85,841	99,595	May 14 04:00 PM
JEREMY SKULE	Officer	May 12 '25	Proposed Sale	81.52	1,053	85,841		May 12 04:11 PM
Smith Bryan Everard	EVP, CPO	Apr 04 '25	Sale	71.81	657	47,179	61,980	Apr 07 04:05 PM
BRYAN SMITH	Officer	Apr 04 '25	Proposed Sale	71.81	657	47,179		Apr 04 04:01 PM
Smith Bryan Everard	EVP, CPO	Apr 01 '25	Sale	75.71	2,000	151,420	58,752	Apr 03 04:39 PM
Smith Bryan Everard	EVP, CPO	Apr 02 '25	Sale	75.67	1,132	85,658	63,450	Apr 03 04:39 PM
Peterson Bradley J	EVP, CIO	Apr 02 '25	Sale	75.67	2,308	174,646	134,772	Apr 03 04:20 PM
BRYAN SMITH	Officer	Apr 02 '25	Proposed Sale	75.67	1,132	85,658		Apr 02 04:04 PM
BRADLEY PETERSON	Officer	Apr 02 '25	Proposed Sale	75.67	2,308	174,646		Apr 02 04:03 PM
BRYAN SMITH	Officer	Apr 01 '25	Proposed Sale	75.71	2,000	151,420		Apr 01 04:03 PM
Youngwood Sarah	Executive Vice President	Mar 17 '25	Sale	73.68	14,959	1,102,179	59,694	Mar 19 04:08 PM
SARAH YOUNGWOOD	Officer	Mar 17 '25	Proposed Sale	73.68	14,959	1,102,246		Mar 17 04:17 PM
Smith Bryan Everard	Executive Vice President	Mar 03 '25	Sale	82.78	3,500	289,730	60,752	Mar 05 04:03 PM
BRYAN SMITH	Officer	Mar 03 '25	Proposed Sale	82.78	3,500	289,730		Mar 03 04:16 PM
Peterson Bradley J	Executive Vice President	Feb 26 '25	Sale	79.79	17,056	1,360,898	131,075	Feb 27 04:05 PM
BRADLEY PETERSON	Officer	Feb 26 '25	Proposed Sale	79.79	17,056	1,360,876		Feb 26 04:03 PM
Tal Cohen	President, Market Platforms	Feb 06 '25	Sale	83.75	8,955	749,981	127,940	Feb 10 04:07 PM
Tal Cohen	Officer	Feb 06 '25	Proposed Sale	82.80	8,955	741,474		Feb 06 04:30 PM
Smith Bryan Everard	Executive Vice President	Feb 03 '25	Sale	81.56	3,500	285,460	55,576	Feb 04 04:27 PM
BRYAN SMITH	Officer	Feb 03 '25	Proposed Sale	81.56	3,500	285,460		Feb 03 04:03 PM
SKULE JEREMY	Executive Vice President	Dec 09 '24	Sale	80.88	12,074	976,485	86,305	Dec 10 04:18 PM
JEREMY SKULE	Officer	Dec 09 '24	Proposed Sale	80.88	12,074	976,564		Dec 09 04:05 PM

Open in Screener

CME

CME Group Inc

Nov 20 • 09:30AM ET

273.01

+0.52 0.19 %

Financial • Financial Data & Stock Exchanges • USA • NASD

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

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

Index	S&P 500	P/E	26.46	EPS (ttm)	10.32	Insider Own	0.45%	Shs Outstand	359.85M	Perf Week	-3.71%
Market Cap	98.45B	Forward P/E	23.53	EPS next Y	11.60	Insider Trans	-0.97%	Shs Float	358.97M	Perf Month	1.94%
Enterprise Value	99.64B	PEG	4.10	EPS next Q	2.67	Inst Own	90.85%	Short Float	1.14%	Perf Quarter	1.29%
Income	3.72B	P/S	15.39	EPS this Y	8.25%	Inst Trans	0.45%	Short Ratio	2.16	Perf Half Y	-3.19%
Sales	6.40B	P/B	3.49	EPS next Y	4.49%	ROA	2.32%	Short Interest	4.11M	Perf YTD	17.56%
Book/sh	78.34	P/C	38.21	EPS next 5Y	6.46%	ROE	13.35%	52W High	290.79 -6.11%	Perf Year	22.95%
Cash/sh	7.15	P/FCF	24.11	EPS past 3/5Y	9.88% 10.36%	ROIC	11.65%	52W Low	220.54 23.79%	Perf 3Y	69.43%
Dividend Est.	9.98 (3.66%)	EV/EBITDA	22.20	Sales past 3/5Y	9.34% 4.67%	Gross Margin	82.80%	Volatility	2.57% 2.15%	Perf 5Y	82.51%
Dividend TTM	4.87 (1.78%)	EV/Sales	15.58	EPS Y/Y TTM	8.51%	Oper. Margin	64.98%	ATR (14)	5.62	Perf 10Y	248.88%
Dividend Ex-Date	Dec 12, 2025	Quick Ratio	1.02	Sales Y/Y TTM	5.84%	Profit Margin	58.10%	RSI (14)	50.23	Recom	2.47
Dividend Gr. 3/5Y	14.93% 13.59%	Current Ratio	1.02	EPS Q/Q	-0.64%	SMA20	0.13%	Beta	0.28	Target Price	288.06
Payout	107.52%	Debt/Eq	0.13	Sales Q/Q	-2.95%	SMA50	1.69%	Rel Volume	0.22	Prev Close	272.49
Employees	3760	LT Debt/Eq	0.13	Earnings	Oct 22 BMO	SMA200	1.68%	Avg Volume	1.90M	Price	273.01
IPO	Dec 06, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.93% 0.49%	Trades		Volume	20,856	Change	0.19%

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

Show Previous Ratings

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05:00AM	CME Group Metals Complex Reaches All-Time Daily Volume Record (PR Newswire)
Oct-19-25 07:33AM	Tesla, Netflix set to report earnings as US-China trade fight turns 'unsustainable': What to watch this week (Yahoo Finance)
Oct-17-25 09:15AM	What Analyst Projections for Key Metrics Reveal About CME (CME) Q3 Earnings (Zacks)
08:00AM	Stock Market Winners Often Race Higher From This Bullish Setup (Investor's Business Daily)
Oct-15-25 11:04AM	Options on Solana and XRP Futures Begin Trading on CME (decrypt)
10:30AM	CME Group and FTSE Russell Extend Index Derivatives License Through 2037 (PR Newswire)
10:00AM	Earnings Preview: CME Group (CME) Q3 Earnings Expected to Decline (Zacks)
05:09AM	Gold Futures Break $4,200 as Crypto Outflows Hit Record Levels (decrypt)
12:05AM	CME Group Expands into the Middle East with Dubai International Financial Centre Office Opening (PR Newswire)
12:01AM	2 Reasons to Avoid CME and 1 Stock to Buy Instead (StockStory)
Oct-14-25 02:23PM	CME Group Announces First Trades of Options on Solana and XRP Futures (PR Newswire)
07:45AM	Here's Why You Should Buy Solana Even After It Went Up 41% in 1 Year (Motley Fool)
Oct-13-25 01:35PM	CME Group Launches Regulated Options on Solana, XRP Futures (Coinspeaker)
04:00AM	Ethereum's Fusaka Testing and Continued U.S. Government Shutdown: Crypto Week Ahead (CoinDesk)
Oct-10-25 11:06AM	CME Group Metals Complex Reaches All-Time Daily Volume Record (PR Newswire)
Oct-08-25 08:48AM	Are Options Traders Betting on a Big Move in CME Group Stock? (Zacks)
Oct-07-25 01:47PM	Gold hits $4,000 for the first time ever (USA TODAY)
10:21AM	MarketAxess' 3Q25 ADV Declines, Eurobond Gains Ease the Drop (Zacks)
09:30AM	Farmers say current conditions on U.S. farms are weakening (PR Newswire)
07:45AM	NYSE Owner to Invest $2 Billion in Betting Platform Polymarket (Bloomberg)
Oct-06-25 08:32AM	Earnings Preview: What to Expect From CME Group's Report (Barchart)
Oct-05-25 07:48PM	Is the Bull Run Back? Bitcoin Soars on a Wave of Macro Signals (BeInCrypto)
Oct-04-25 10:00AM	Sports-Betting Stocks Face Growing Threat From Prediction Rivals (Bloomberg)
Oct-02-25 10:10PM	CME Group to Launch 24/7 Crypto Futures and Options Trading in Early 2026 (99bitcoins)
04:23PM	Crypto AI Sector Valuation Hits $32B as NVIDIA Stock Price Taps All Time Highs (Coinspeaker)
02:09PM	Leading TradFi Derivatives Marketplace CME Group Expands Crypto Offerings to 24/7 (Coinspeaker)
12:51PM	CME Group Eyes 24/7 Trading on Options and Futures Ahead of XRP, Solana Debut (decrypt)
10:00AM	CME Group to Offer Around-the-Clock Trading for Cryptocurrency Futures and Options (PR Newswire)
07:30AM	CME Group Reports Second-Highest Q3 and September ADV (PR Newswire)
Oct-01-25 10:41AM	Weak ADP Jobs Data Cements Rate-Cut Expectations (The Wall Street Journal)
09:48AM	Morgan Stanley says buy into weakness in Flutter and DraftKings after Kalshi enters parlays market (MarketWatch)
04:06AM	XRP Futures See Institutional Adoption, Solana Futures Hit $1B OI in 5 Months, Outpacing Bitcoin and Ether: CME Group (CoinDesk)
Sep-30-25 06:29AM	The Zacks Analyst Blog Highlights Wells Fargo, CME Group, EOG Resources, AmeriServ Financial (Zacks)
Sep-29-25 06:45PM	Top Research Reports for Wells Fargo, CME & EOG Resources (Zacks)
12:41PM	Gold Surge Gives U.S. Treasury an 'Antiques Roadshow' Surprise (Barrons.com)
08:17AM	ICE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ford Harold Eugene Jr.	Director	Nov 03 '25	Sale	263.53	1,000	263,530	1,091	Nov 04 11:34 AM
HAROLD E FORD JR.	Director	Nov 03 '25	Proposed Sale	263.52	1,000	263,520		Nov 03 04:35 PM
SHEPARD WILLIAM R	Director	Sep 25 '25	Buy	265.19	262	69,603	258,459	Sep 26 08:46 PM
SHEPARD WILLIAM R	Director	Sep 25 '25	Buy	265.22	12	3,069	2,466	Sep 26 08:46 PM
Marcus Jonathan L	Sr MD General Counsel	Sep 18 '25	Sale	262.00	392	102,704	7,851	Sep 18 07:30 PM
JONATHAN MARCUS	Officer	Sep 18 '25	Proposed Sale	262.00	392	102,704		Sep 18 04:03 PM
Marcus Jonathan L	Sr MD General Counsel	Sep 16 '25	Sale	258.96	376	97,369	8,537	Sep 17 01:49 PM
McCourt Timothy Francis	Sr MD Global Head Equity & FX	Sep 16 '25	Sale	259.83	379	98,476	9,508	Sep 17 01:48 PM
JONATHAN MARCUS	Officer	Sep 16 '25	Proposed Sale	258.96	376	97,369		Sep 16 04:01 PM
Cutinho Sunil	Chief Information Officer	Aug 26 '25	Sale	271.47	11,896	3,229,444	17,440	Aug 26 04:24 PM
SUNIL CUTINHO	Officer	Aug 26 '25	Proposed Sale	271.47	11,896	3,229,452		Aug 26 04:06 PM
JAMES NEWSOME	Director	Aug 18 '25	Proposed Sale	6.16	32,468	200,055		Aug 18 04:20 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	256	69,282	258,196	Jun 26 06:11 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	11	3,054	2,455	Jun 26 06:11 PM
Carey Charles P	Director	Jun 10 '25	Sale	265.35	500	132,676	4,900	Jun 11 09:10 AM
Carey Charles P	Director	May 28 '25	Proposed Sale	286.37	500	143,185		Jun 04 11:48 AM
Kaye Daniel G	Director	May 22 '25	Sale	282.42	500	141,210	3,668	May 23 12:20 PM
Kaye Daniel G	Director	May 22 '25	Proposed Sale	282.50	500	141,250		May 22 03:43 PM
Marcus Jonathan L	Sr MD General Counsel	May 20 '25	Sale	277.50	390	108,225	6,708	May 21 01:43 PM
JONATHAN MARCUS	Officer	May 20 '25	Proposed Sale	277.50	390	108,225		May 20 04:02 PM
Lockett Phyllis M	Director	May 19 '25	Sale	277.88	1,060	294,553	3,108	May 20 08:32 AM
Lockett Phyllis M	Director	May 19 '25	Proposed Sale	278.95	1,060	295,687		May 19 01:57 PM
GEPSMAN MARTIN J	Director	May 15 '25	Sale	273.17	300	81,951	24,767	May 19 09:08 AM
Carey Charles P	Director	May 15 '25	Sale	272.56	3,000	817,680	5,400	May 19 09:03 AM
Carey Charles P	Director	May 15 '25	Proposed Sale	266.60	3,000	799,800		May 15 10:54 AM
GEPSMAN MARTIN J	Director	May 13 '25	Proposed Sale	267.50	300	80,250		May 13 03:31 PM
Sammann Derek	Sr MD Gl Hd Commodities Mkts	May 05 '25	Sale	280.61	4,650	1,304,847	8,336	May 07 06:16 PM
Sammann Derek	Officer	May 02 '25	Proposed Sale	281.20	4,650	1,307,580		May 02 04:15 PM
Suskind Dennis	Director	Apr 29 '25	Sale	271.28	1,000	271,280	2,915	Apr 30 04:17 PM
Dennis Suskind	Director	Apr 29 '25	Proposed Sale	268.24	1,000	268,240		Apr 29 05:13 PM
GERDES LARRY G	Director	Apr 25 '25	Sale	266.12	2,000	532,239	36,651	Apr 28 12:02 PM
GERDES LARRY G	Director	Apr 24 '25	Sale	264.10	2,000	528,203	38,651	Apr 28 12:02 PM
LARRY G GERDES	Director	Apr 25 '25	Proposed Sale	266.12	2,000	532,239		Apr 25 04:28 PM
LARRY G GERDES	Director	Apr 24 '25	Proposed Sale	264.10	2,000	528,203		Apr 24 04:09 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	263	68,954	257,061	Mar 27 07:19 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	12	3,041	2,443	Mar 27 07:19 PM
Lucas Deborah J	Director	Mar 14 '25	Sale	256.95	1,500	385,425	3,356	Mar 18 12:19 PM
SIEGEL HOWARD J	Director	Mar 13 '25	Sale	260.00	10,000	2,600,000	21,873	Mar 17 02:01 PM
Lucas Deborah J	Director	Mar 14 '25	Proposed Sale	259.00	1,500	388,500		Mar 14 09:43 AM
SIEGEL HOWARD J	Director	Mar 12 '25	Proposed Sale	255.67	20,000	5,113,400		Mar 12 03:20 PM
DUFFY TERRENCE A	Chairman and CEO	Mar 11 '25	Sale	259.18	30,000	7,775,400	53,205	Mar 11 04:44 PM
DUFFY TERRENCE A	Officer	Mar 11 '25	Proposed Sale	258.67	30,000	7,760,000		Mar 11 03:43 PM
Sprague Suzanne	COO & Global Head of Clearing	Mar 03 '25	Sale	256.83	1,500	385,249	8,036	Mar 04 02:11 PM
Sprague Suzanne	Officer	Mar 03 '25	Proposed Sale	256.83	1,500	385,249		Mar 03 05:32 PM
Piell Hilda Harris	Sr MD & Chief HR Officer	Feb 27 '25	Sale	250.47	3,984	997,853	27,046	Feb 28 03:33 PM
Piell Hilda Harris	Officer	Feb 27 '25	Proposed Sale	250.47	3,984	997,853		Feb 27 06:22 PM
Vroman Ken	Chief Transformation Officer	Feb 13 '25	Sale	250.00	5,066	1,266,500	16,715	Feb 14 09:05 AM
Winkler Julie	Sr MD Chief Commercial Officer	Feb 13 '25	Sale	249.17	11,592	2,888,379	21,885	Feb 14 09:02 AM
Winkler Julie	Officer	Feb 13 '25	Proposed Sale	249.17	11,592	2,888,435		Feb 13 06:36 PM
Vroman Ken	Officer	Feb 13 '25	Proposed Sale	250.00	5,066	1,266,500		Feb 13 06:17 PM
SHEPARD WILLIAM R	Director	Jan 16 '25	Buy	227.96	1,369	312,041	256,805	Jan 17 12:12 PM
SHEPARD WILLIAM R	Director	Jan 16 '25	Buy	227.96	60	13,757	2,432	Jan 17 12:12 PM
SHEPARD WILLIAM R	Director	Dec 27 '24	Buy	232.89	264	61,568	255,436	Dec 30 04:49 PM
SHEPARD WILLIAM R	Director	Dec 27 '24	Buy	232.89	12	2,714	2,372	Dec 30 04:49 PM

Open in Screener

BGC

BGC Group Inc

Nov 20 • 09:30AM ET

8.64

+0.09 1.05 %

Financial • Capital Markets • USA • NASD

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

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

Index	RUT	P/E	26.26	EPS (ttm)	0.33	Insider Own	24.06%	Shs Outstand	365.94M	Perf Week	-4.74%
Market Cap	4.07B	Forward P/E	6.33	EPS next Y	1.36	Insider Trans	18.73%	Shs Float	358.11M	Perf Month	-7.10%
Enterprise Value	5.53B	PEG	-	EPS next Q	0.29	Inst Own	64.19%	Short Float	3.65%	Perf Quarter	-14.79%
Income	158.83M	P/S	1.48	EPS this Y	18.18%	Inst Trans	0.36%	Short Ratio	4.73	Perf Half Y	-8.96%
Sales	2.75B	P/B	4.25	EPS next Y	16.67%	ROA	3.25%	Short Interest	13.06M	Perf YTD	-4.64%
Book/sh	2.03	P/C	5.10	EPS next 5Y	-	ROE	18.16%	52W High	10.95 -21.13%	Perf Year	-18.80%
Cash/sh	1.69	P/FCF	11.98	EPS past 3/5Y	-7.73% 13.39%	ROIC	6.47%	52W Low	7.24 19.34%	Perf 3Y	111.76%
Dividend Est.	0.08 (0.93%)	EV/EBITDA	14.91	Sales past 3/5Y	3.99% 1.34%	Gross Margin	92.62%	Volatility	2.59% 2.65%	Perf 5Y	138.67%
Dividend TTM	0.08 (0.93%)	EV/Sales	2.01	EPS Y/Y TTM	35.85%	Oper. Margin	9.98%	ATR (14)	0.23	Perf 10Y	55.33%
Dividend Ex-Date	Nov 26, 2025	Quick Ratio	1.48	Sales Y/Y TTM	24.77%	Profit Margin	5.77%	RSI (14)	34.47	Recom	1.00
Dividend Gr. 3/5Y	20.51% -34.02%	Current Ratio	1.48	EPS Q/Q	89.19%	SMA20	-4.99%	Beta	1.06	Target Price	14.50
Payout	27.66%	Debt/Eq	2.15	Sales Q/Q	31.42%	SMA50	-6.84%	Rel Volume	0.18	Prev Close	8.55
Employees	4011	LT Debt/Eq	1.54	Earnings	Nov 06 BMO	SMA200	-8.71%	Avg Volume	2.76M	Price	8.64
IPO	Dec 10, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.57% 0.09%	Trades		Volume	25,327	Change	1.05%

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

Nov-19-25 10:32PM	Investment Banking & Brokerage Stocks Q3 In Review: BGC (NASDAQ:BGC) Vs Peers (StockStory)
Nov-13-25 11:37PM	Why is BGC Group (BGC) One of the Best Cheap Stocks Under $10 to Buy Now (Insider Monkey)
Nov-12-25 07:00AM	Sick of hearing about the AI trade? BofA offers 16 hot stock picks that go far beyond tech. (MarketWatch)
Nov-11-25 08:26AM	BofA lists 16 stock opportunities away from AI (Investing.com)
Nov-07-25 10:01PM	BGC Group Inc (BGC) Q3 2025 Earnings Call Highlights: Record Revenues and Strategic Growth Amid ... (GuruFocus.com)
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Nov-06-25 09:15AM	BGC Group (BGC) Q3 Earnings and Revenues Beat Estimates (Zacks)
08:19AM	BGC Group: Q3 Earnings Snapshot (Associated Press Finance)
08:18AM	BGC (NASDAQ:BGC) Posts Q3 Sales In Line With Estimates (StockStory)
08:00AM	BGC Reports Third Quarter 2025 Financial Results (Business Wire)
Nov-04-25 10:17PM	BGC (BGC) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Nov-02-25 11:38PM	2 Value Stocks with Promising Prospects and 1 We Ignore (StockStory)
Oct-31-25 10:00AM	Earnings Preview: MarketAxess (MKTX) Q3 Earnings Expected to Decline (Zacks)
Oct-30-25 10:00AM	BGC Group (BGC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
08:10AM	Tradeweb Markets (TW) Q3 Earnings and Revenues Beat Estimates (Zacks)
12:01AM	3 Reasons Investors Watch BGC (BGC) (StockStory)
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Oct-29-25 12:13PM	IBKR vs. BGC: Which Brokerage Tech Stock Has Better Upside Potential? (Zacks)
Oct-17-25 09:45AM	Insiders Bet Big on These 3 Fintech and Biotech Stocks (24/7 Wall St.)
Oct-08-25 08:00AM	BGC Group Announces Its 2025 Virtual Annual Meeting of Stockholders (Business Wire)
Oct-07-25 08:00AM	BGC Group to Report Third Quarter 2025 Financial Results on November 6, 2025 (Business Wire)
Oct-06-25 09:30AM	BGC Group Announces Acquisition of Macro Hive to Expand Agency Business (Business Wire)
Oct-03-25 09:40AM	Should Value Investors Buy BGC Group, Inc. (BGC) Stock? (Zacks)
Oct-02-25 11:40AM	BGC vs. MKTX: Which Stock Should Value Investors Buy Now? (Zacks)
Sep-26-25 08:00AM	BGC Group Announces Extension of Exchange Offer for its 6.150% Senior Notes Due 2030 (Business Wire)
Sep-25-25 04:05PM	BGC Group Updates its Outlook for the Third Quarter of 2025 (Business Wire)
Sep-18-25 09:00AM	BGC Group Launches Opti Match First Fully Electronic Platform for U.S. Dollar Swaps (Business Wire)
Sep-17-25 09:40AM	Are Investors Undervaluing BGC Group, Inc. (BGC) Right Now? (Zacks)
Sep-11-25 11:40AM	BGC or MKTX: Which Is the Better Value Stock Right Now? (Zacks)
Sep-10-25 11:27AM	Robinhood vs. BGC Group: Which Trading Platform Stock to Bet On? (Zacks)
Sep-08-25 12:04AM	1 Reason BGC is Risky and 1 Stock to Buy Instead (StockStory)
Sep-07-25 11:31PM	Investment Banking & Brokerage Stocks Q1 In Review: BGC (NASDAQ:BGC) Vs Peers (StockStory)
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Aug-25-25 11:31PM	Q1 Earnings Highs And Lows: BGC (NASDAQ:BGC) Vs The Rest Of The Investment Banking & Brokerage Stocks (StockStory)
Aug-24-25 11:31PM	Reflecting On Investment Banking & Brokerage Stocks' Q1 Earnings: BGC (NASDAQ:BGC) (StockStory)
Aug-22-25 02:56PM	BGC (BGC) Stock Trades Up, Here Is Why (StockStory)
Aug-01-25 03:27AM	BGC Group Inc (BGC) Q2 2025 Earnings Call Highlights: Record Revenue Surge and Strategic Growth ... (GuruFocus.com)
Jul-31-25 09:20AM	BGC Group (BGC) Q2 Earnings Meet Estimates (Zacks)
08:25AM	BGC Group: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	BGC Reports Second Quarter 2025 Financial Results (Business Wire)
Jul-30-25 08:15AM	Stifel Financial (SF) Tops Q2 Earnings and Revenue Estimates (Zacks)
Jul-24-25 10:00AM	BGC Group (BGC) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-23-25 04:14PM	Implied Volatility Surging for BGC Stock Options (Zacks)
Jul-14-25 09:04AM	Top Fintech Stocks That Will Drive Long-Term Portfolio Growth (Zacks)
Jul-02-25 04:05PM	BGC Group to Report Second Quarter 2025 Financial Results on July 31, 2025 (Business Wire)
Jun-30-25 04:05PM	BGC Group Updates its Outlook for the Second Quarter of 2025 (Business Wire)
Jun-25-25 06:14PM	BGC Group, Inc. (BGC): A Bull Case Theory (Insider Monkey)
Jun-17-25 06:20AM	Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now? (Zacks)
Jun-16-25 09:38AM	HOOD vs. BGC: Which Fintech Brokerage Stock Has More Upside? (Zacks)
Jun-13-25 06:20AM	Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar? (Zacks)
May-29-25 04:05PM	BGC Group Announces Schedule Update for Piper Sandler Global Exchange & Trading Conference on June 5, 2025 (Business Wire)
May-22-25 08:00AM	BGC Group to Present at the Piper Sandler Global Exchange & Trading Conference on June 5, 2025 (Business Wire)
May-19-25 10:24PM	Why BGC Group Inc. (BGC) Surged Today (Insider Monkey) +8.90%
10:48AM	Howard Lutnick Transfers Ownership of Cantor Fitzgerald to His Children (The Wall Street Journal)
09:00AM	BGC Announces Repurchase of More Than 16.4 Million Shares from Howard W. Lutnick, United States Secretary of Commerce, the Company's Former Chairman and CEO (Business Wire)
May-18-25 09:30PM	BGC Group's FMX Futures Exchange Launches U.S. Treasury Futures (Business Wire)
May-08-25 03:22AM	BGC Group Inc (BGC) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
May-07-25 03:28PM	Bgc group outlines 34% revenue growth target for Q2 2025 amid OTC integration (Seeking Alpha)
03:27PM	BGC Group, Inc. (BGC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
09:40AM	Are Finance Stocks Lagging Barclays (BCS) This Year? (Zacks)
09:25AM	BGC Group (BGC) Matches Q1 Earnings Estimates (Zacks)
08:00AM	BGC Reports First Quarter 2025 Financial Results (Business Wire)
06:33AM	Best Growth Stocks to Buy for May 7th (Zacks)
May-06-25 09:40AM	Is BGC Group, Inc. (BGC) Stock Undervalued Right Now? (Zacks)
May-05-25 08:10AM	Buy, Sell or Hold BGC Group Stock? Key Insights Ahead of Q1 Earnings (Zacks)
07:31AM	Best Growth Stocks to Buy for May 5th (Zacks)
07:04AM	Relative Price Strength: 4 Stocks Defying Market Weakness (Zacks)
May-02-25 11:04AM	Best Growth Stocks to Buy for May 2nd (Zacks)
May-01-25 04:51AM	Zacks.com featured highlights Barrick Gold, StoneCo, Synovus Financial and BGC Group (Zacks)
Apr-30-25 06:05PM	Robinhood Markets, Inc. (HOOD) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
03:00PM	4 PEG-Efficient Value Picks to Boost Your Portfolio Returns (Zacks)
09:54AM	Best Growth Stocks to Buy for April 30th (Zacks)
Apr-28-25 08:00AM	O'Keefe Stevens Advisory Q1 2025 Investor Letter (Seeking Alpha)
Apr-25-25 12:45PM	Here is Why Growth Investors Should Buy BGC Group (BGC) Now (Zacks)
08:51AM	Best Growth Stocks to Buy for April 25th (Zacks)
Apr-23-25 05:48AM	Best Growth Stocks to Buy for April 23rd (Zacks)
Apr-22-25 08:04AM	Zacks.com featured highlights include National Fuel Gas, BGC, Jabil and NVIDIA (Zacks)
Apr-21-25 02:15PM	Best Growth Stocks to Buy for April 21st (Zacks)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
09:15AM	Scoop Up These 4 GARP Stocks to Receive Handsome Returns (Zacks)
08:38AM	Interactive Brokers vs. BGC: Which Brokerage Stock is the Better Buy? (Zacks)
Apr-17-25 06:20AM	Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now? (Zacks)
06:04AM	Zacks.com featured highlights include StoneCo, BGC, Qifu Technology and Universal Health Services (Zacks)
Apr-16-25 03:00PM	4 Discounted PEG Stocks Based on GARP Approach to Smart Investing (Zacks)
05:24AM	Best Growth Stocks to Buy for April 16th (Zacks)
Apr-15-25 09:07AM	Top Fintech Stocks to Add to Your Portfolio for Robust Returns (Zacks)
07:55AM	Bank of America (BAC) Tops Q1 Earnings and Revenue Estimates (Zacks)
Apr-14-25 09:32AM	AON's Rising Dividend: A Comforting Signal or Cause for Concern? (Zacks)
08:35AM	Goldman Sachs (GS) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-11-25 09:18AM	Best Growth Stocks to Buy for April 11th (Zacks)
05:56AM	Zacks.com featured highlights Griffon, BGC, Kingstone and Sterling Infrastructure (Zacks)
Apr-10-25 09:48AM	Grab These 4 Stocks With Solid Net Profit Margins to Boost Returns (Zacks)
08:42AM	LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock? (Zacks)
Apr-09-25 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook BGC Group (BGC) (Zacks) +8.59%
05:46AM	Zacks Industry Outlook Highlights Interactive Brokers, Robinhood Markets and BGC Group (Zacks)
Apr-08-25 10:05AM	Is BGC Group, Inc. (BGC) the Best Low Cost Stock to Buy According to Billionaires? (Insider Monkey)
08:22AM	3 Investment Banks Poised to Defy Industry's Tariff Tensions (Zacks)
08:00AM	BGC Group to Report First Quarter 2025 Financial Results on May 7, 2025 (PR Newswire)
06:12AM	New Strong Buy Stocks for April 8th (Zacks)
Apr-04-25 09:40AM	Should Value Investors Buy BGC Group, Inc. (BGC) Stock? (Zacks) -9.31%
Apr-03-25 11:40AM	BGC vs. TW: Which Stock Is the Better Value Option? (Zacks) -5.50%
09:35AM	BGC Group price target lowered to $15 from $16 at BofA (TipRanks)

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

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

CBOE Cboe Global Markets Inc daily Stock Chart

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

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

Index	S&P 500	P/E	27.34	EPS (ttm)	9.31	Insider Own	0.24%	Shs Outstand	104.64M	Perf Week	-2.05%
Market Cap	26.65B	Forward P/E	23.49	EPS next Y	10.84	Insider Trans	-5.14%	Shs Float	104.40M	Perf Month	7.28%
Enterprise Value	26.71B	PEG	2.73	EPS next Q	2.64	Inst Own	90.43%	Short Float	2.63%	Perf Quarter	3.33%
Income	978.20M	P/S	5.77	EPS this Y	18.85%	Inst Trans	2.10%	Short Ratio	3.34	Perf Half Y	11.47%
Sales	4.62B	P/B	5.45	EPS next Y	5.93%	ROA	11.00%	Short Interest	2.75M	Perf YTD	30.31%
Book/sh	46.68	P/C	17.42	EPS next 5Y	10.03%	ROE	21.51%	52W High	262.98 -3.18%	Perf Year	23.74%
Cash/sh	14.62	P/FCF	23.20	EPS past 3/5Y	13.61% 16.69%	ROIC	15.16%	52W Low	187.30 35.95%	Perf 3Y	107.64%
Dividend Est.	2.67 (1.05%)	EV/EBITDA	17.72	Sales past 3/5Y	5.42% 10.40%	Gross Margin	46.76%	Volatility	1.86% 2.22%	Perf 5Y	190.51%
Dividend TTM	2.61 (1.03%)	EV/Sales	5.78	EPS Y/Y TTM	26.74%	Oper. Margin	29.97%	ATR (14)	5.04	Perf 10Y	266.27%
Dividend Ex-Date	Nov 28, 2025	Quick Ratio	1.72	Sales Y/Y TTM	16.74%	Profit Margin	21.18%	RSI (14)	57.72	Recom	3.11
Dividend Gr. 3/5Y	9.45% 11.99%	Current Ratio	1.72	EPS Q/Q	37.94%	SMA20	1.61%	Beta	0.35	Target Price	259.87
Payout	32.72%	Debt/Eq	0.33	Sales Q/Q	8.15%	SMA50	4.45%	Rel Volume	3.69	Prev Close	254.29
Employees	1685	LT Debt/Eq	0.32	Earnings	Oct 31 BMO	SMA200	10.38%	Avg Volume	822.08K	Price	254.63
IPO	Jun 15, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.94% 2.54%	Trades		Volume	151,811	Change	0.13%

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

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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
Clay Catherine R	Former Officer	Nov 07 '25	Proposed Sale	255.38	2,183	557,495		Nov 07 02:01 PM
Tomczyk Fredric J	Director	Oct 12 '25	Option Exercise	244.71	14,817	3,625,868	37,464	Oct 15 04:30 PM
Howson Dave	Former Officer	Sep 23 '25	Proposed Sale	236.99	2,600	616,174		Sep 23 03:52 PM
Inzirillo Adam	Officer	Sep 08 '25	Proposed Sale	231.55	1,993	461,471		Sep 08 01:04 PM
Isaacson Christopher A	EVP, COO	Sep 02 '25	Sale	236.66	5,000	1,183,300	37,580	Sep 04 04:30 PM
Isaacson Christopher A	Officer	Sep 02 '25	Proposed Sale	236.66	5,000	1,183,300		Sep 02 01:08 PM
Foley Stephanie	EVP, CHRO	Aug 19 '25	Option Exercise	246.13	1,941	477,738	3,285	Aug 21 04:30 PM
Howson Dave	Former Officer	Aug 11 '25	Proposed Sale	251.92	7,100	1,788,632		Aug 11 03:43 PM
Howson Dave	Former Officer	Aug 04 '25	Proposed Sale	248.14	6,100	1,513,654		Aug 04 06:19 PM
Isaacson Christopher A	EVP, COO	Jun 09 '25	Sale	221.37	5,000	1,106,850	42,580	Jun 11 04:33 PM
Isaacson Christopher A	Officer	Jun 09 '25	Proposed Sale	221.37	5,000	1,106,850		Jun 09 10:21 AM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	May 23 '25	Sale	226.58	3,598	815,235	2,183	May 28 04:52 PM
Clay Catherine R	Officer	May 23 '25	Proposed Sale	226.58	3,598	815,235		May 23 12:00 PM
Lipscomb Timothy	EVP, Chief Technology Officer	May 19 '25	Option Exercise	224.41	1,278	286,796	2,038	May 21 04:34 PM
Goodman Jill R	Director	Mar 13 '25	Sale	211.33	1,384	292,481	11,189	Mar 14 04:32 PM
Goodman Jill R	Director	Mar 12 '25	Sale	206.24	1,300	268,112	12,573	Mar 14 04:32 PM
Goodman Jill R	Director	Mar 13 '25	Proposed Sale	211.33	1,384	292,484		Mar 13 10:43 AM
Goodman Jill R	Director	Mar 12 '25	Proposed Sale	206.24	1,300	268,112		Mar 12 02:44 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 24 '25	Sale	211.12	228	48,135	248	Feb 26 04:47 PM
Wilkinson Allen	Officer	Feb 24 '25	Proposed Sale	211.12	228	48,135		Feb 24 11:20 AM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 19 '25	Option Exercise	210.25	1,996	419,659	2,414	Feb 21 04:42 PM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 20 '25	Sale	209.67	200	41,934	1,993	Feb 21 04:42 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 19 '25	Option Exercise	210.25	10,247	2,154,432	15,044	Feb 21 04:40 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 20 '25	Sale	208.65	5,659	1,180,744	8,025	Feb 21 04:40 PM
Foley Stephanie	EVP, CHRO	Feb 19 '25	Option Exercise	210.25	1,099	231,065	1,668	Feb 21 04:39 PM
Isaacson Christopher A	EVP, COO	Feb 19 '25	Option Exercise	210.25	6,742	1,417,506	48,206	Feb 21 04:37 PM
Griebenow Jill	EVP, CFO	Feb 19 '25	Option Exercise	210.25	3,561	748,700	11,530	Feb 21 04:35 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 19 '25	Option Exercise	210.25	2,595	545,599	6,177	Feb 21 04:34 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 19 '25	Option Exercise	210.25	744	156,426	599	Feb 21 04:33 PM
Sexton John P	EVP, GC AND CORP SEC	Feb 19 '25	Option Exercise	210.25	2,889	607,412	22,450	Feb 21 04:32 PM
Inzirillo Adam	Officer	Feb 20 '25	Proposed Sale	209.67	200	41,934		Feb 20 02:44 PM
Howson Dave	Officer	Feb 20 '25	Proposed Sale	208.65	5,659	1,180,733		Feb 20 11:11 AM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 12 '25	Sale	206.01	11,036	2,273,526	8,025	Feb 14 04:33 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 10 '25	Sale	211.85	3,000	635,550	1,328	Feb 12 07:19 PM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 10 '25	Sale	211.66	80	16,933	1,218	Feb 12 04:54 PM
Howson Dave	Officer	Feb 12 '25	Proposed Sale	206.01	11,036	2,273,526		Feb 12 10:42 AM
Inzirillo Adam	Officer	Feb 10 '25	Proposed Sale	211.66	80	16,933		Feb 10 04:09 PM
Clay Catherine R	Officer	Feb 10 '25	Proposed Sale	211.84	3,000	635,535		Feb 10 03:50 PM
Inzirillo Adam	EVP, DATA VANTAGE	Dec 13 '24	Sale	200.43	25	5,011	1,298	Dec 17 04:34 PM
Inzirillo Adam	Officer	Dec 13 '24	Proposed Sale	200.43	25	5,011		Dec 13 04:39 PM

Open in Screener

FRGE

Forge Global Holdings Inc

Nov 20 • 09:30AM ET

44.09

+0.03 0.07 %

Financial • Capital Markets • USA • NYSE

FRGE Forge Global Holdings Inc daily Stock Chart

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

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

Index	RUT	P/E	-	EPS (ttm)	-4.93	Insider Own	31.96%	Shs Outstand	13.70M	Perf Week	-0.05%
Market Cap	606.53M	Forward P/E	-	EPS next Y	-2.29	Insider Trans	-0.18%	Shs Float	9.36M	Perf Month	169.01%
Enterprise Value	561.36M	PEG	-	EPS next Q	-1.03	Inst Own	25.42%	Short Float	2.74%	Perf Quarter	126.10%
Income	-62.62M	P/S	6.53	EPS this Y	24.09%	Inst Trans	2.56%	Short Ratio	0.76	Perf Half Y	218.11%
Sales	92.88M	P/B	2.98	EPS next Y	44.25%	ROA	-23.69%	Short Interest	0.26M	Perf YTD	215.75%
Book/sh	14.79	P/C	9.64	EPS next 5Y	49.04%	ROE	-28.65%	52W High	44.76 -1.50%	Perf Year	255.59%
Cash/sh	4.57	P/FCF	-	EPS past 3/5Y	-2.06% -12.26%	ROIC	-29.11%	52W Low	6.60 568.03%	Perf 3Y	84.86%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-14.75% -	Gross Margin	-24.97%	Volatility	0.54% 5.67%	Perf 5Y	-
Dividend TTM	-	EV/Sales	6.04	EPS Y/Y TTM	22.80%	Oper. Margin	-70.46%	ATR (14)	1.51	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.55	Sales Y/Y TTM	16.40%	Profit Margin	-67.42%	RSI (14)	89.01	Recom	2.50
Dividend Gr. 3/5Y	- -	Current Ratio	2.55	EPS Q/Q	8.57%	SMA20	29.62%	Beta	1.89	Target Price	50.00
Payout	-	Debt/Eq	0.07	Sales Q/Q	10.64%	SMA50	86.65%	Rel Volume	1.56	Prev Close	44.06
Employees	300	LT Debt/Eq	0.06	Earnings	Nov 14 BMO	SMA200	157.62%	Avg Volume	335.99K	Price	44.09
IPO	Feb 01, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-14.22% 25.62%	Trades		Volume	26,285	Change	0.07%

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

Nov-14-25 09:30AM	Compared to Estimates, Forge Global (FRGE) Q3 Earnings: A Look at Key Metrics (Zacks)
Nov-13-25 09:55AM	Eagle Point (ECC) Q3 Earnings Meet Estimates (Zacks)
07:21AM	Forge Global Holdings Inc (FRGE) Q3 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Nov-12-25 01:50PM	Halper Sadeh LLC Encourages FRGE, SNDA, GDEN Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
09:35AM	DraftKings downgraded, Instacart upgraded: Wall Streets top analyst calls (TipRanks)
09:25AM	Loading…
09:25AM	TON Strategy Company (TONX) Reports Q3 Loss, Beats Revenue Estimates (Zacks)
Nov-11-25 10:24AM	STT Acquires PriceStats to Strengthen Inflation Tracking & Data Tools (Zacks)
09:32AM	DraftKings downgraded, Instacart upgraded: Wall Street's top analyst calls (The Fly)
09:00AM	True Global Ventures celebrates two major portfolio milestones in 72 hours, marking a defining moment in the U.S. (PR Newswire)
Nov-10-25 10:15AM	Schwab to Buy Forge Global to Boost Private Markets Offering, Stock Up (Zacks)
Nov-07-25 01:01PM	Deals & Moves: Carson and Wealth Enhancement Keep Growing (Wealth Management)
03:41AM	Charles Schwab to acquire Forge Global in $660m deal (Private Banker International)
Nov-06-25 07:00PM	Barings BDC (BBDC) Beats Q3 Earnings and Revenue Estimates (Zacks) +68.72%
04:15PM	Schwab RIA Head Sees Forge Global Acquisition Part of 'Heritage' (Wealth Management)
03:46PM	Halper Sadeh LLC Encourages BHF, GDEN, FRGE Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
12:15PM	Loading…
12:15PM	Charles Schwab to acquire Forge in $660M deal: CEO explains why (Yahoo Finance Video)
11:28AM	Charles Schwab Wants to Provide Clients With Access to Private Assets. Its Buying Forge Global. (Barrons.com)
10:34AM	Schwab notches a $660 million deal agreement with private asset firm Forge Global Holdings (Yahoo Finance)
10:31AM	Schwab muscles its way into private markets, buying Forge Global for a hefty premium (MarketWatch)
09:06AM	Schwab Agrees to Buy Private Share Platform for $660M (Wealth Management)
06:38AM	Charles Schwab to Buy Forge Global, Boosting Client Access to Private Markets (Barrons.com)
Nov-04-25 06:35PM	Upstart Holdings, Inc. (UPST) Q3 Earnings Top Estimates (Zacks) +11.88%
06:23PM	Forge Global Holdings, Inc. to Report Third Quarter Fiscal 2025 Financial Results on November 14, 2025 (Business Wire)
Oct-29-25 06:00PM	Independence Realty Trust (IRT) Misses Q3 FFO and Revenue Estimates (Zacks) +8.91%
Oct-28-25 07:40AM	Forge Global (FRGE) Moves 11.6% Higher: Will This Strength Last? (Zacks) +11.43%
Oct-27-25 06:37PM	Forge Global Comments on Market Rumors (Business Wire) +11.55%
Oct-22-25 03:17PM	Roaring AI-Linked Debuts Drive Demand for Pre-IPO Shares (Bloomberg)
Sep-04-25 08:30AM	Forge Global CEO Kelly Rodriques to Speak at Fortune Brainstorm Tech 2025 (Business Wire)
Aug-27-25 04:15PM	Forge Global to Present at the UBS Fintech Conference (Business Wire)
Aug-05-25 09:55AM	How Much Upside is Left in Forge Global (FRGE)? Wall Street Analysts Think 46.09% (Zacks)
08:30AM	Loading…
08:30AM	Forge Global to Present at Investor Conferences in August (Business Wire)
Aug-01-25 09:24PM	CORRECTING and REPLACING Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2025 Results (Business Wire) -6.02% +11.65%
Jul-31-25 08:30AM	Silicon Valley Bank Partners with Forge to Provide Private Market Liquidity to Innovation Economy Clients through Forge Platform (PR Newswire) +30.32%
Jul-30-25 09:30AM	Forge Global (FRGE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
Jul-29-25 10:01AM	Earnings To Watch: Forge Global Holdings Inc (FRGE) Reports Q2 2025 Result (GuruFocus.com)
Jul-28-25 07:55AM	Rithm (RITM) Q2 Earnings Surpass Estimates (Zacks)
Jul-24-25 08:00AM	The DoD Accelerator Managed by Accuidity Capital Management Announces a $6 Million Series A Investment in Baxter Aerospace (Business Wire)
Jul-21-25 04:15PM	Forge Announces Employment Inducement Awards in Accordance With NYSE Rule 303A.08 (Business Wire)
Jul-17-25 08:00AM	Forge Global Holdings, Inc. to Report Second Quarter Fiscal 2025 Financial Results July 30, 2025 (Business Wire)
Jul-02-25 08:00AM	Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition (Business Wire)
Jun-26-25 04:25PM	Forge Global Partners with Fortune to Launch Private Market Lists and Rankings (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 nears record (PR Newswire)
08:00AM	Forge Global Launches Next Generation Marketplace, Delivering a Smarter Way to Trade Private Stock (Business Wire)
Jun-23-25 08:23AM	Young Investor Demand for Alternative Assets Is Reshaping Wall Street's Playbook (Bloomberg)
Jun-03-25 05:00PM	Forge Global CEO to Speak at the Piper Sandler Global Exchange & Trading Conference June 5th, 2025 (Business Wire)
May-08-25 03:10AM	Forge Global Holdings Inc (FRGE) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
May-07-25 12:00PM	Forge Global (FRGE) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +11.01%
08:15AM	Forge Global Holdings, Inc. (FRGE) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2025 Results (Business Wire)
May-02-25 08:30AM	Forge Regains Compliance with NYSE Continued Listing Standard (Business Wire)
May-01-25 04:20PM	Forge Global Holdings, Inc. to Report First Quarter Fiscal 2025 Financial Results on May 7th, 2025 (Business Wire)
Apr-30-25 10:01AM	Earnings Preview: HA Sustainable Infrastructure Capital (HASI) Q1 Earnings Expected to Decline (Zacks)
Apr-29-25 10:01AM	Will Forge Global Holdings, Inc. (FRGE) Report Negative Q1 Earnings? What You Should Know (Zacks) +12.96%
Apr-28-25 08:45AM	Forge Global: Hold Amid Uncertainty In The Market (Seeking Alpha)
Apr-25-25 08:55AM	Ponce Financial (PDLB) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-24-25 04:15PM	Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform (Business Wire)
Apr-22-25 01:57PM	Forge Global (FRGE) Surges 41.5%: Is This an Indication of Further Gains? (Zacks)
09:34AM	Why Forge Global Holdings, Inc. (FRGE) Soared on Monday (Insider Monkey)
08:00AM	Forge Global and ICE to Bring Greater Transparency to Private Markets with Forge Price (Business Wire)
Apr-17-25 08:30AM	Forge Announces Non-Binding Letter of Intent for the Acquisition of Accuidity Capital Management (Business Wire)
Apr-10-25 04:15PM	Forge Global Holdings, Inc. Reports Preliminary First Quarter Fiscal Year 2025 Results (Business Wire) -6.69% +8.61%
Apr-01-25 12:06PM	Forge Global board approves 1-for-15 reverse stock split (TipRanks)
Mar-31-25 12:00PM	Forge Global Announces Reverse Stock Split (Business Wire) -15.46%
Mar-25-25 01:50PM	Forge Global and Yahoo Finance Launch Industrys First Private Market Hub, Expanding Access to Private Market Investment Opportunities (Business Wire) +13.51%
01:50PM	Forge Global and Launch Industrys First Private Market Hub, Expanding Access to Private Market Investment Opportunities (Business Wire)
01:22PM	Want to Invest in a Private Company? All It Takes Is $5,000 (The Wall Street Journal)
Mar-18-25 08:15AM	Forge Appoints Financial Services Veteran Brian McDonald to Its Board of Directors (Business Wire) +7.27%
Mar-06-25 08:08AM	Q4 2024 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents) -17.96%
02:11AM	Forge Global Holdings Inc (FRGE) Q4 2024 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
Mar-05-25 06:00PM	Here's What Key Metrics Tell Us About Forge Global (FRGE) Q4 Earnings (Zacks) -8.26%
05:25PM	Forge Global Holdings, Inc. (FRGE) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:10PM	Forge Global Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
Mar-04-25 07:23AM	What To Expect From Forge Global Holdings Inc (FRGE) Q4 2024 Earnings (GuruFocus.com)
Feb-26-25 04:20PM	Forge Global CEO to Fireside Chat at the Citizen JMP Technology Conference (Business Wire) +7.98%
Feb-24-25 05:15PM	Forge Global Holdings, Inc. to Report Fourth Quarter and Full Year Fiscal 2024 Financial Results on March 5th, 2025 (Business Wire)
Jan-14-25 04:15PM	Forge Global Names Former London Stock Exchange Group Executive James Nevin as New CFO (Business Wire) +10.03%
Jan-03-25 04:20PM	Forge Global Receives Continued Listing Standards Notice from the NYSE (Business Wire) -8.53%
Nov-07-24 02:22AM	Forge Global Holdings Inc (FRGE) Q3 2024 Earnings Call Highlights: Surging Marketplace Revenue ... (GuruFocus.com) -13.74%
Nov-06-24 06:30PM	Forge Global Holdings, Inc. (FRGE) Reports Q3 Loss, Lags Revenue Estimates (Zacks) +10.08%
04:10PM	Forge Global Holdings, Inc. Reports Third Quarter Fiscal Year 2024 Results (Business Wire)
Oct-30-24 09:46AM	Forge Global Holdings, Inc. to Report Third Quarter 2024 Financial Results on November 6th, 2024 (Business Wire)
Sep-26-24 08:30AM	Forge Global Announces Forge Price, A New Standard for Pricing Pre-IPO Venture-Backed Late-Stage Companies, Now Integrated into Forge Pro and Related Data Products (Business Wire)
Sep-11-24 08:30AM	Forge Global Names the Private Magnificent 7 the High-Performing Unicorns Driving the U.S. Innovation Economy (Business Wire)
Aug-14-24 09:29AM	Forge Global CEO to Participate in a Fireside Chat at the Oppenheimer 27th Annual Technology, Internet & Communications Conference (Business Wire) -6.72%
Aug-07-24 07:05PM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +7.38%
04:10PM	Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2024 Results (Business Wire)
03:15PM	UPDATED TIME: Forge Global Holdings, Inc. to Report Second Quarter 2024 Financial Results on August 7th, 2024 (Business Wire)
Jul-24-24 04:10PM	Forge Global Holdings, Inc. to Report Second Quarter 2024 Financial Results on August 7th, 2024 (Business Wire)
Jul-03-24 07:21AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday (InvestorPlace)
Jun-05-24 10:41AM	This Is The Platform Nancy Pelosi Used To Make Her Private Investment In Databricks (Benzinga)
May-30-24 04:10PM	Forge Global CEO to Fireside Chat at the Piper Sandler & Co. Global Exchange & Trading Conference (Business Wire)
08:00AM	Forge Global CEO to Present at the William Blair 44th Annual Growth Stock Conference (Business Wire)
May-14-24 04:10PM	Forge Global to Attend the J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference (Business Wire)
May-08-24 09:39AM	Forge Global Holdings, Inc. (NYSE:FRGE) Q1 2024 Earnings Call Transcript (Insider Monkey) -7.73%
09:05AM	Q1 2024 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
04:20AM	Forge Global Holdings Inc (FRGE) (Q1 2024) Earnings Call Transcript Highlights: Navigating ... (GuruFocus.com)
May-07-24 09:54PM	FRGE Stock Earnings: Forge Global Holdings Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:09PM	Forge Global Holdings Inc (FRGE) Q1 Fiscal 2024 Earnings: Narrower Net Loss Amidst Revenue Growth (GuruFocus.com)
04:10PM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2024 Results (Business Wire)

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

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

Open in Screener

TW

Tradeweb Markets Inc

Nov 20 • 09:30AM ET

108.16

+0.73 0.68 %

Financial • Capital Markets • USA • NASD

TW Tradeweb Markets Inc daily Stock Chart

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

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

Index	-	P/E	36.94	EPS (ttm)	2.93	Insider Own	45.71%	Shs Outstand	116.48M	Perf Week	-1.70%
Market Cap	25.58B	Forward P/E	28.30	EPS next Y	3.82	Insider Trans	0.00%	Shs Float	115.87M	Perf Month	-1.94%
Enterprise Value	24.46B	PEG	2.75	EPS next Q	0.84	Inst Own	55.48%	Short Float	1.88%	Perf Quarter	-15.49%
Income	629.46M	P/S	12.82	EPS this Y	17.60%	Inst Trans	-0.50%	Short Ratio	1.38	Perf Half Y	-24.94%
Sales	1.99B	P/B	3.68	EPS next Y	11.31%	ROA	8.21%	Short Interest	2.17M	Perf YTD	-17.38%
Book/sh	29.43	P/C	13.40	EPS next 5Y	13.41%	ROE	10.51%	52W High	152.65 -29.15%	Perf Year	-17.17%
Cash/sh	8.07	P/FCF	24.42	EPS past 3/5Y	28.67% 34.23%	ROIC	9.81%	52W Low	101.71 6.35%	Perf 3Y	84.89%
Dividend Est.	0.48 (0.45%)	EV/EBITDA	22.03	Sales past 3/5Y	17.04% 17.35%	Gross Margin	87.32%	Volatility	1.91% 2.34%	Perf 5Y	79.49%
Dividend TTM	0.46 (0.43%)	EV/Sales	12.26	EPS Y/Y TTM	40.13%	Oper. Margin	42.99%	ATR (14)	2.30	Perf 10Y	-
Dividend Ex-Date	Dec 01, 2025	Quick Ratio	4.41	Sales Y/Y TTM	22.17%	Profit Margin	31.56%	RSI (14)	47.25	Recom	1.94
Dividend Gr. 3/5Y	7.72% 10.76%	Current Ratio	4.41	EPS Q/Q	63.01%	SMA20	0.21%	Beta	0.82	Target Price	131.33
Payout	17.16%	Debt/Eq	0.02	Sales Q/Q	13.29%	SMA50	-1.03%	Rel Volume	0.13	Prev Close	107.43
Employees	1412	LT Debt/Eq	0.02	Earnings	Oct 30 BMO	SMA200	-16.35%	Avg Volume	1.57M	Price	108.16
IPO	Apr 04, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.88% 0.21%	Trades		Volume	10,416	Change	0.68%

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

Show Previous Ratings

Today 06:08AM	U.S. Treasury Yields Are Little Changed Ahead of Release of Delayed Employment Data (The Wall Street Journal)
03:25AM	Eurozone Bond Yields Tracks U.S. Treasury Yields Higher (The Wall Street Journal)
03:19AM	U.S. Treasury Yields Rise After Fed Minutes (Barrons.com)
01:58AM	U.S. Treasury Yields Rise After FOMC Minutes (The Wall Street Journal)
Nov-19-25 10:55AM	IBKR Opens Taipei Exchange Access: Another Step in Global Expansion? (Zacks)
02:40AM	Loading…
02:40AM	U.S. Treasury Yields Stall as Investors Await Fed Minutes (Barrons.com)
02:01AM	U.S. Treasury Yields Trade Little Changed as Investors Await Fed Minutes (The Wall Street Journal)
Nov-18-25 02:18PM	Tradeweb to Present at the Goldman Sachs 2025 U.S. Financial Services Conference (Business Wire)
09:00AM	Treasury Yields Fall as U.S. Labor Data Gets Updated (The Wall Street Journal)
07:23AM	U.S. Treasury Yields Unlikely to Diverge Much From Current Range by End-2026, BofA Survey Says (The Wall Street Journal)
02:55AM	Eurozone Bond Yields Track U.S. Treasury Yields Lower (The Wall Street Journal)
Nov-17-25 09:39AM	Here's What Impacted Tradeweb Markets (TW) in Q3 (Insider Monkey)
08:57AM	Treasury Yields Little Changed Ahead of Delayed Data Points (The Wall Street Journal)
07:35AM	Anticipated Strong Year for U.S. Treasurys Points to Good 2026 for Fixed Income Markets (The Wall Street Journal)
05:02AM	Calm Returns to Gilt Market Ahead of U.K. Inflation Data (The Wall Street Journal)
04:45AM	Loading…
04:45AM	U.S. Treasury Yields Decline, Investors Await Release of Delayed Data, FOMC Minutes (The Wall Street Journal)
03:13AM	U.S. Treasury Yields Fall as Markets Await Data to Guide Fed (Barrons.com)
Nov-14-25 06:02AM	U.S. 10-Year Treasury Yield Still Hovers in Range Near 4% (The Wall Street Journal)
05:06AM	U.K. Assets Fall on Prospect of U-Turn on Governments Income Tax Hike Plans (The Wall Street Journal)
04:24AM	Gilt Yields Jump to One-Month High as Budget Concerns Resurface (The Wall Street Journal)
02:44AM	U.S. Treasury Yields Trade Mixed, Await Data Resumption (The Wall Street Journal)
Nov-13-25 08:50AM	Treasury Yields Rise Amid Doubts About Key Data Points (The Wall Street Journal)
06:12AM	U.S. Treasuries Stabilize as Investors Stay Cautious Despite Government Reopening (Barrons.com)
02:44AM	Eurozone Bond Yields Edge Higher as U.S. Shutdown Ends (The Wall Street Journal)
Nov-12-25 08:01AM	Which Brokerage Tech Stock is Poised for Bigger Gains: HOOD or TW? (Zacks)
07:08AM	U.S., German 10-Year Bond Yields to Edge Higher Next Year (The Wall Street Journal)
06:08AM	Reports of Potential U.K. Leadership Challenge Cause Gilts, Sterling to Wobble (The Wall Street Journal)
03:49AM	U.S. Governments Borrowing Costs Could Stay Relatively Stable (The Wall Street Journal)
03:32AM	U.S. Treasury Yields Decline on ADP's Weak Labor Market Signals (Barrons.com)
02:57AM	Eurozone Bond Yields Edge Higher Amid Mixed Signals on U.S. Economy (The Wall Street Journal)
03:57AM	Loading…
Nov-11-25 03:57AM	Eurozone Bond Yields Edge Higher as U.S. Shutdown Looks Set to End (The Wall Street Journal)
Nov-10-25 09:13AM	U.S. Treasury Yields Rise as Shutdown Deal Progresses (The Wall Street Journal)
03:22AM	Eurozone Bond Yields Track U.S. Treasury Yields Higher (The Wall Street Journal)
03:07AM	U.S. Treasury Yields Rise on Prospect of End to Government Shutdown (Barrons.com)
Nov-07-25 11:40AM	PNC or TW: Which Is the Better Value Stock Right Now? (Zacks)
03:13AM	U.S. Treasury Yields Edge Higher, Direction Seeking Continues (Barrons.com)
02:52AM	Eurozone Bond Yields Track U.S. Treasurys Higher, Some Focus on Belgium (The Wall Street Journal)
Nov-06-25 02:54PM	Treasury Yields Whipsawed This Week By Conflicting Data (The Wall Street Journal)
07:42AM	Gilt Yields Fall After BOE Holds Rates, Hints at Potential Rate Cuts in Future (The Wall Street Journal)
07:30AM	Tradeweb Reports October 2025 Total Trading Volume of $65.4 Trillion and Average Daily Volume of $2.8 Trillion (Business Wire)
05:30AM	U.S. Treasury Yields Fall; Long-Term Outlook Likely Suggests Higher Yields (The Wall Street Journal)
04:23AM	Gilt Yields Unlikely to Fall Further Unless BOE Signals December Rate Cut (The Wall Street Journal)
02:45AM	U.S. Treasury Yields Fall, Reversing Wednesday's Gains (Barrons.com)
Nov-05-25 12:26PM	Is IBKR's Karta Visa Card a Step Toward Its Diversification Strategy? (Zacks)
06:48AM	U.S. Treasury Yields Mostly Edge Lower, Await Direction From Data (The Wall Street Journal)
03:24AM	U.S. 10-Year Treasury Yield Seen Settling Above 4% For Now (Barrons.com)
02:58AM	Eurozone Bond Yields Little Changed, Await Data (The Wall Street Journal)
Nov-04-25 08:00AM	Tradeweb Brings U.S. Treasury Benchmark Data On-Chain via Chainlink (Business Wire)
02:36AM	U.S. Treasurys Seen Driving Eurozone Bonds, Volatility Is Low (The Wall Street Journal)
02:34AM	U.S. Treasury Yields Decline After Lowered Borrowing Estimate (Barrons.com)
Nov-03-25 10:30AM	Tradeweb Appoints Sandra Buchanan as Chief People Officer (Business Wire)
09:54AM	Tharimmune Stock Gains 30%, on $540M Capital Raise to Build Canton Coin Treasury Strategy (CoinDesk)
05:55AM	U.S. Treasury Yields Decline, Data Awaited (The Wall Street Journal)
04:06AM	U.S. Treasury Yields Mixed, Quarterly Refunding Announcement Awaited (Barrons.com)
02:45AM	Eurozone Bond Yields Edge Higher; New Drivers Awaited (The Wall Street Journal)
Oct-31-25 06:45AM	U.S. Treasurys Seen Moving Towards Attractive Buy Levels (The Wall Street Journal)
03:38AM	Eurozone Bond Yields Rise, Absorb ECB Signals (The Wall Street Journal)
Oct-30-25 09:01PM	Tradeweb Markets Inc (TW) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
12:55PM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
10:57AM	Inflation Risks to Keep Gold Attractive, Weaken Bonds (The Wall Street Journal)
09:55AM	Eurozone Bond Yields Unmoved as ECB Holds Rates, Stay Higher (The Wall Street Journal)
09:30AM	Compared to Estimates, Tradeweb (TW) Q3 Earnings: A Look at Key Metrics (Zacks)
08:10AM	Tradeweb Markets (TW) Q3 Earnings and Revenues Beat Estimates (Zacks)
07:46AM	Tradeweb Markets's (NASDAQ:TW) Q3 Sales Beat Estimates (StockStory)
07:17AM	Eurozone Bonds, Euro Show Little Reaction to Above-Forecast Eurozone GDP (The Wall Street Journal)
07:13AM	Tradeweb: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Tradeweb Reports Third Quarter 2025 Financial Results (Business Wire)
05:24AM	Gilt Yields Rise as Fed Dampens Prospects of Further Rate Cuts (The Wall Street Journal)
03:48AM	Eurozone Bond Yields Track Treasury Yields Higher Post Fed; ECB Awaited (The Wall Street Journal)
03:20AM	U.S. Treasury Yields Rise After Feds Hawkish Message (The Wall Street Journal)
Oct-29-25 02:52PM	Treasury Yields Rise After Powell Pushes Back On Rate-Cut Bets (The Wall Street Journal)
09:22AM	What To Expect From Tradeweb Markets Inc (TW) Q3 2025 Earnings (GuruFocus.com)
09:15AM	Unveiling Tradeweb (TW) Q3 Outlook: Wall Street Estimates for Key Metrics (Zacks)
06:38AM	U.S. Treasury Yields Edge Up; Likely Fed Rate Cut Limits Rise (The Wall Street Journal)
03:47AM	Eurozone Bond Yields Edge Up; Central Bank Meetings Awaited (The Wall Street Journal)
02:53AM	U.S. Treasury Yields Barely Move Ahead of Feds Expected Rate Cut (The Wall Street Journal)
Oct-28-25 11:13PM	Earnings To Watch: Tradeweb Markets (TW) Reports Q3 Results Tomorrow (StockStory)
08:30AM	What Makes Tradeweb Markets (TW) a Cyclical Company? (Insider Monkey)
05:55AM	U.S. 10-Year Treasury Yield Seen Trading At Fair Level (The Wall Street Journal)
03:42AM	Eurozone Government Bond Yields Stable Ahead of Fed, ECB Meetings (The Wall Street Journal)
Oct-27-25 05:05PM	Mileis Clear-Cut Victory Unlocks a Wall Street Windfall (The Wall Street Journal)
04:58PM	Argentinas Bonds, Stocks, Currency Rally After Milei Victory (The Wall Street Journal)
09:51AM	Argentinas Bonds Rally After Milei Victory (The Wall Street Journal)
08:30AM	Tradeweb Advances Electronification of Swaptions Market via New Protocol (Business Wire)
07:05AM	Argentina Dollar Bonds Rally After Election Victory for Milei's Party (The Wall Street Journal)
06:52AM	U.S. Treasury Yields Rise but Pace Is Limited as Market Awaits Fed Rate Cut (The Wall Street Journal)
03:31AM	French Bond Yields Edge Up in Line With Market After Moodys Lowers Outlook (The Wall Street Journal)
Oct-24-25 02:52PM	Inflation Data Doesnt Change Investors Rate Outlook (The Wall Street Journal)
08:51AM	Cooler Inflation Data Sends Bond Yields Lower (The Wall Street Journal)
06:21AM	U.S. Treasury Yields Rise After Solid Eurozone PMIs, Before U.S. CPI (The Wall Street Journal)
05:03AM	U.S. Treasury Yields Could Fall Further Near Term (The Wall Street Journal)
03:07AM	U.S. Treasury Yields Rise, Markets Await CPI Data (Barrons.com)
02:39AM	Coming European PMI Data Could Move Bunds Out of Range (The Wall Street Journal)
Oct-23-25 10:00AM	Tradeweb Markets (TW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:27AM	Treasury Yields Rise After Falling For Three Days (The Wall Street Journal)
06:33AM	U.S. Treasury Yields Rise, 10-Year Yield Winks at 4% (The Wall Street Journal)
02:48AM	U.S. Treasury Yields Edge Higher But 10-Year Remains Below 4% (Barrons.com)
Oct-22-25 09:02AM	Treasury Yields Extend Fall as Markets Wait for Inflation Data (The Wall Street Journal)
05:46AM	U.S. Treasury Yields Stay Steady Amid Uncertainty on U.S.-China Progress (The Wall Street Journal)
04:26AM	Italian Government Bonds Seen Appealing, Particularly Versus France (The Wall Street Journal)

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

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

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